Robert E Fennell Foundation

990PF • Fiscal year 2012 • EIN 76-6228708

Jan 01, 2012 to Dec 31, 2012 • Filed on May 29, 2013

Organization Profile

2200 Post Oak Boulevard 19th Floor77056

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

$2,000

Higher top officer pay than 89% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

-82%

Faster asset growth than 3% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$224,278

Down $1,036,719 (-82%) from 2011

Net Assets

Down

$224,278

Down $1,036,719 (-82%) from 2011

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$1,255,512

Up $1,166,186 (+1306%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2012

Assets$224,278

Liabilities$0

Net Assets$224,278

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2012

Revenue-

Expenses$1,255,512

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: May 29, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay89th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BEVERLY A MANDERS	Co-Trustee	-	$2,000	-	$2,000
LEON STANLEY WHITE II	Co-Trustee	-	$2,000	-	$2,000
VIRGINIA K SIMONS OF BBVA COMPASS	Co-Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	ST RITA OF CASCIA HIGH SCHOOL	CHARITABLE PURPOSES	PUBLIC CHARITY	CHICAGO, IL, US	$928,251
Paid Grant	US SUBMARINE VETERANS CHARITABLE FOUNDATION	SCHOLARSHIP FUND	PUBLIC CHARITY	SILVERDALE, WA, US	$139,150
Paid Grant	ST JUDE CHILDREN'S RESEARCH HOSPITAL	CHARITABLE PURPOSES	PUBLIC CHARITY	MEMPHIS, TN, US	$92,876
Paid Grant	CAVALLA HISTORICAL FOUNDATION	CHARITABLE PURPOSES	PUBLIC CHARITY	GALVESTON, TX, US	$69,581

Filing and Contact Details

Filer

EIN: 76-6228708

Raw XML Appendix373 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFees/Amount	0	3100
AccountingFeesSchedule/AccountingFees/Category	0	TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps	0	3100
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	0
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	0	0
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	1	0
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	2	0
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	0	0
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	1	0
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	2	0
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	BBVA COMPASS - DOMESTIC SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	1	BBVA COMPASS - FOREIGN SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	2	BBVA COMPASS - MUTUAL FUNDS
IRS990PF/AddressChange	0	X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	27473
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode	0	14
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount	0	149889
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode	0	18
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount	0	177362
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome	0	0
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount	0	0
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	177362
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps	0	3100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	3100
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm	0	149889
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps	0	2000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm	0	2000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss	0	4000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	1229858
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	1229858
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss	0	40000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	27473
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	27473
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	-1038150
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	1446254
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	149889
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	157730
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm	0	17445
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss	0	17445
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	187
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	1109
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	1234958
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	19632
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	1255512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	177362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	217362
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	5100
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	19632
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	25654
IRS990PF/BalanceSheets/AccountsReceivable	0	40
IRS990PF/BalanceSheets/AccountsReceivableEOY	0	40
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV	0	40
IRS990PF/BalanceSheets/CapitalStockBOY	0	0
IRS990PF/BalanceSheets/CapitalStockEOY	0	0
IRS990PF/BalanceSheets/CashBOY	0	4369
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY	0	1081939
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY	0	0
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV	0	0
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY	0	0
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY	0	0
IRS990PF/BalanceSheets/RetainedEarningsBOY	0	1260997
IRS990PF/BalanceSheets/RetainedEarningsEOY	0	224278
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	174689
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY	0	224238
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV	0	224238
IRS990PF/BalanceSheets/TotalAssetsBOY	0	1260997
IRS990PF/BalanceSheets/TotalAssetsEOY	0	224278
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	224278
IRS990PF/BalanceSheets/TotalLiabilitiesBOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	1260997
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	224278
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	1260997
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	224278
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	149889
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	0	346307
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	1	950058
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2012-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2008-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	2	2008-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	2	2012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	BBVA COMPASS - TAXPAYER MAINTAINS DETAILS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	BBVA COMPASS - TAXPAYER MAINTAINS DETAILS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	BBVA COMPASS CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	2744
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	147098
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	2	47
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	0	2744
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	1	147098
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	2	47
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	349051
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	1	1097156
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	2	47
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	0	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	1	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	2	P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-1038150
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases	0	0
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	1431
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	224278
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	1260997
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	224278
IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	52385
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	52385
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	52385
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	53962
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	1577
IRS990PF/DistributableAmount/TotalTax	0	1577
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear	0	123
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e	0	X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	700
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	1577
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment	0	123
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	1577
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	1577
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension	0	1000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	1700
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	224278
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	1095677
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	223791
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	430437
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	16435
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	441449
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	53962
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	1079242
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	1095677
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	2.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	2.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	2	2.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	2000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	2000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	BEVERLY A MANDERS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	LEON STANLEY WHITE II
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	VIRGINIA K SIMONS OF BBVA COMPASS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	2785 PACIFIC COAST HWY 331
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	5325 KATY FREEWAY SUITE TWO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	2	2200 POST OAK BOULEVARD 19TH FLOOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	TORRANCE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	KATY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	2	HOUSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	2	TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	90505
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	77007
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	2	77056
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	45655
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	44078
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.040842
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.048260
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.030531
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.084578
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.000000
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	1079242
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	1375974
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	1353710
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	859593
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	1336681
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	1577
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	1234958
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	66404
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	41330
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	72703
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.163369
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	1233381
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	1234958
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	1577
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	1234958
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	VIRGINIA K SIMONS BBVA COMPASS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	7138315791
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	2200 POST OAK BOULEVARD 19TH FLOOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	HOUSTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	77056
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	1
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	TX
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	69581
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	139150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	92876
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	928251
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	CHARITABLE PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	CHARITABLE PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	CHARITABLE PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	CAVALLA HISTORICAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	US SUBMARINE VETERANS CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	ST JUDE CHILDREN'S RESEARCH HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	ST RITA OF CASCIA HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	306 22ND STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	PO BOX 3870
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	501 ST JUDE PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	7740 SOUTH WESTERN AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	GALVESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	SILVERDALE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	MEMPHIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	77550
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	983833870
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	38105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	60620
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	1229858
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	52385
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	64257
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	52385
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	1118316
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	1118316
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	1234958
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	1118316
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	1118316
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	64257
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	40000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	C/O BBVA COMPASS 2200 POST OAK BOUL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	HOUSTON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	TX
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	77056
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual	0	ESTATE OF ROBERT E FENNELL
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	1
IRS990ScheduleB/ContributorInfo/PersonContributionType	0	X
IRS990ScheduleB/GeneralRule	0	X
IRS990ScheduleB/Organization501c3ExemptPF	0	X
OtherIncreasesSchedule/OtherIncreases/Amount	0	1431
OtherIncreasesSchedule/OtherIncreases/Description	0	ADJUSTMENTS IN HOLDING COSTS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	17445
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	17445
SubstantialContributorsSch/SubstantialContributor/PersonName	0	ESTATE OF ROBERT E FENNELL
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine1	0	C/O BBVA COMPASS 2200 POST OAK
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine2	0	BOULEVARD 19TH FLOOR
SubstantialContributorsSch/SubstantialContributor/USAddress/City	0	HOUSTON
SubstantialContributorsSch/SubstantialContributor/USAddress/State	0	TX
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode	0	77056
TaxesSchedule/Taxes/Amount	0	922
TaxesSchedule/Taxes/Amount	1	187
TaxesSchedule/Taxes/Category	0	FEDERAL EXCISE TAXES
TaxesSchedule/Taxes/Category	1	FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	187
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	766228708
ReturnHeader/Filer/Name/BusinessNameLine1	0	ROBERT E FENNELL FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine2	0	VIRGINIA K SIMONS BBVA COMPASS
ReturnHeader/Filer/NameControl	0	ROBE
ReturnHeader/Filer/Phone	0	7138315791
ReturnHeader/Filer/USAddress/AddressLine1	0	2200 POST OAK BOULEVARD 19TH FLOOR
ReturnHeader/Filer/USAddress/City	0	HOUSTON
ReturnHeader/Filer/USAddress/State	0	TX
ReturnHeader/Filer/USAddress/ZIPCode	0	77056
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-05-29
ReturnHeader/Officer/Name	0	VIRGINIA K SIMONS
ReturnHeader/Officer/Phone	0	7138315791
ReturnHeader/Officer/Title	0	CO-TRUSTEE
ReturnHeader/Preparer/DatePrepared	0	2013-05-29
ReturnHeader/PreparerFirm/EIN	0	741769118
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	BRIGGS & VESELKA CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	NINE GREENWAY PLAZA SUITE 1700
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	HOUSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	77046
ReturnHeader/Preparer/Name	0	J STEVEN AWALT
ReturnHeader/Preparer/Phone	0	7136679147
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-06-10T14:29:49-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $224,278
Liabilities: $0
Net assets: $224,278
Revenue: -
Expenses: $1,255,512
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2014Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.07	$0.07
2013Detailed filing. Detailed filing data is available for this year.	$0.07	$0.00	$0.07	$0.00	$0.16	$0.16
2012Detailed filing. Detailed filing data is available for this year.	$0.22	$0.00	$0.22		$1.26
2011Detailed filing. Detailed filing data is available for this year.	$1.26	$0.00	$1.26		$0.09