SHIVERS CANCER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SHIVERS CANCER FOUNDATION (EIN 74-1715889)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349102559
- Schema version
- 2025v4.1
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T11:09:30-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W 6TH STREET STE 1900 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741715889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIVERS CANCER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIV | BusinessNameControlTxt |
| Phone | 5124792662 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 W 6TH STREET BLDG B SUITE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA YOUNG BROWN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5124792662 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 5124796000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $13,415,567 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $710 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,168 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,168 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $348,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $348,795 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $946,152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,087,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $946,152 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,296,825 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,296,115 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,791 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $579 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,212 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,238 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,119 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,119 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,888 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,888 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,424 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,064 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,788 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,089 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,699 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $202,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,239 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85,530 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $504,120 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $504,120 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $706,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,239 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $589,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $590,576 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,190,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,190 | CashBOYAmt |
| Cash EOY | $36,096 | CashEOYAmt |
| Cash EOYFMV | $36,096 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $322,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $733,060 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $733,060 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,517,314 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,163,893 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,163,088 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,491,862 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,787,969 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,282,548 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,930,201 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,170,565 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,200,775 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,301,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,891,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,415,567 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $60 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $54 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $60 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,300,953 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,891,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,300,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,891,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,301,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,891,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,300,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $590,576 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,891,529 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,891,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $10,065,669 | $9,141,282 | $924,387 | $924,387 | |
| CAPITAL GAINS DIVIDENDS | $21,765 | $21,765 | $21,765 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $946,152 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $83 | EsPenaltyAmt |
| Tax Due | $5,276 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SHIVERSCANCERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA YOUNG BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5127716919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 W 6TH STREET BLDG B SUITE 400 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| CLARKE HEIDRICK | ||||||||
| 1111 W 6TH STREET BLDG B SUITE 400 | AUSTIN | TX | 78703 | CHAIR | 0.10 | $0 | $0 | $0 |
| ROBERT E ASKEW JR MD | ||||||||
| 1111 W 6TH STREET BLDG B SUITE 400 | AUSTIN | TX | 78703 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| LEW LITTLE | ||||||||
| 1111 W 6TH STREET BLDG B SUITE 400 | AUSTIN | TX | 78703 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| BRITT STEFFENSEN | ||||||||
| 1111 W 6TH STREET BLDG B SUITE 400 | AUSTIN | TX | 78703 | SECRETARY | 0.10 | $0 | $0 | $0 |
| SHANNON COX MD | ||||||||
| 1111 W 6TH STREET BLDG B SUITE 400 | AUSTIN | TX | 78703 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DEBRA PATT MD | ||||||||
| 1111 W 6TH STREET BLDG B SUITE 400 | AUSTIN | TX | 78703 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| PATRICIA YOUNG BROWN | ||||||||
| 1111 W 6TH STREET BLDG B SUITE 400 | AUSTIN | TX | 78703 | DIRECTOR/EXECUTIVE DIRECTOR | 20.00 | $75,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 SAN JACINTO BLVD SUITE 600 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $67,668 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,652,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $325,696 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,977,905 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,977,905 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $194,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,783,236 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $639,162 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $639,162 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,553 | TotalTaxAmt |
| Distributable Before Adj | $622,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $622,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $622,609 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $589,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $589,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $622,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $433,111 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $433,111 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $589,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $510 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $589,140 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $33,469 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,469 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $400,152 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $510 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $399,642 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $399,642 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE MIRACLE FOUNDATION INC | ||||||
| 1506 W 6TH STREET | AUSTIN | TX | 78703 | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE. | $5,000 |
| BREAST CANCER RESOURCE CENTER | ||||||
| 8127 MESA DRIVE B206 | AUSTIN | TX | 78759 | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE. | $15,000 |
| TRAVIS COUNTY HEALTHCARE DISTRICT | ||||||
| 1111 EAST CESAR CHAVEZ ST | AUSTIN | TX | 78702 | GOV | TO FUND ORGANIZATION'S EXEMPT PURPOSE. | $84,120 |
| RONALD MCDONALD HOUSE CHARITIES OF CENTRAL TEXAS INC | ||||||
| 1315 BARBARA JORDAN BLVD | AUSTIN | TX | 78723 | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE. | $100,000 |
| DELL CHILDREN'S FOUNDATIONCMC FOUNDATION OF CENTRAL TEXAS | ||||||
| PO BOX 45998 | ST LOUIS | MO | 63145 | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE. | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $504,120 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,168 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $348,795 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $946,152 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,296,115 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,296,115 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREP AND COMPLIANCE | CategoryTxt |
| Amt | $10,238 | Amt |
| Net Investment Income | $5,119 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,119 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION TO TREAT QUALIFYING DISTRIBUTION AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME OF A DESIGNATED PRIOR TAX YEAR OR OUT OF CORPUS UNDER REG. 53.4942(A)-3(D)(2)SHIVERS CANCER FOUNDATION DECLARES THAT IT IS MAKING AN ELECTION UNDER REG. 53.4942(A)-3(D)(2) TO TREAT ITS QUALIFYING DISTRIBUTION FOR THE TAX YEAR ENDING 12/31/2025 AS SET FORTH BELOW.THE QUALIFIED DISTRIBUTION TOTALED $ 510 AND SHALL FIRST BE MADE OUT OF THE UNDISTRIBUTED INCOME OF THE IMMEDIATELY PRECEDING TAX YEAR IN THE AMOUNT OF $ 0.THEREAFTER, THE QUALIFIED DISTRIBUTION SHALL BE MADE OUT OF UNDISTRIBUTED INCOME OF THE FOLLOWING DESIGNATED PRIOR TAX YEARS AND/OR CORPUS AS FOLLOWS:$ 0 OUT OF THE UNDISTRIBUTED INCOME OF THE TAX YEAR ENDING DECEMBER 31, 2023.$ 0 OUT OF THE UNDISTRIBUTED INCOME OF THE TAX YEAR ENDING DECEMBER 31, 2022.$ 510 OUT OF CORPUS.SHIVERS CANCER FOUNDATIONBY: PATRICIA YOUNG BROWN, EXECUTIVE DIRECTORDATE: MAY 15, 2026 | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (27 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB CHARLES CORP | $33,899 | $33,794 |
| BANK AMERICA CORP | $33,632 | $33,343 |
| AIR LEASE CORP | $66,852 | $66,815 |
| AMERICAN ELEC PWR | $67,184 | $67,213 |
| BANK OF AMERICA CORP | $67,274 | $67,307 |
| BOEING CO SR UNSECURED | $66,804 | $66,788 |
| BROADCOM INC SR NT 4.35%30 | $67,400 | $67,437 |
| CAPITAL ONE FINL CORP | $66,647 | $66,679 |
| CHENIERE CORPUS CHRISTI HLDGS | $67,655 | $67,648 |
| CITIGROUP INC | $67,123 | $67,033 |
| DUKE ENERGY CORP | $67,317 | $67,329 |
| EDISON INTL | $34,006 | $34,078 |
| ENERGY TRANSFER LP (OLD NAME | $67,208 | $67,204 |
| EXTRA SPACE STORAGE LP | $67,394 | $67,330 |
| FEDL HOME LOAN MTG CORP#RQ0084 | $318,888 | $319,206 |
| FEDL HOME LOAN MTG CORP#SD8264 | $245,152 | $245,662 |
| FNMA GTD PASS THRU POOL#MA5700 | $176,740 | $176,929 |
| FNMA GTD PASS THRU POOL#MA5943 | $85,857 | $85,931 |
| HCA INC | $67,141 | $67,096 |
| HEWLETT PACKARD ENTERPRISE CO | $67,472 | $67,385 |
| ORACLE CORP | $67,584 | $66,651 |
| TRUIST FINANCIAL CORPORATION | $66,899 | $66,884 |
| U S BANCORP | $67,196 | $67,214 |
| VALERO ENERGY CORP NEW | $67,202 | $67,169 |
| VERIZON COMMUNICATIONS INC | $66,931 | $66,948 |
| WELLS FARGO & CO | $33,108 | $33,148 |
| ACCRUED INTEREST | $0 | $30,554 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (149 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALIBABA GROUP HLDG LTD SPON ADR | $2,015 | $1,759 |
| ALPHABET INC CL A | $16,779 | $148,987 |
| ALPHABET INC CL C | $14,665 | $130,540 |
| AMAZON.COM INC | $39,390 | $183,964 |
| AMERICAN FUNDS STRATEGIC BOND FD CL F2 | $88,944 | $86,493 |
| AUTODESK INC | $13,176 | $76,075 |
| BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIOINSTITUTIONAL | $132,262 | $131,763 |
| BLOCK INC CL A | $31,310 | $20,959 |
| BOEING COMPANY | $118,249 | $144,602 |
| BRITISH AMER TOBACCO PLC GB SPON ADR | $19,609 | $28,650 |
| DEERE AND CO | $18,626 | $27,934 |
| DEUTSCHE POST AG SPON ADR | $24,026 | $30,408 |
| ENEL SPA ADR | $20,537 | $35,354 |
| EXPEDITORS INTL WASH INC | $11,675 | $37,700 |
| FACTSET RESH SYSTEMS INC | $9,944 | $19,153 |
| ILLUMINA INC | $46,016 | $24,789 |
| INTUITIVE SURGICAL INC | $13,487 | $44,176 |
| JOHN HANCOCK2 STRATEGIC INCOME OPP CLASS I | $125,543 | $126,414 |
| JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND CLASS I | $124,773 | $125,559 |
| LOOMIS SAYLES STRATEGIC INCOME FUND CLASS Y | $110,914 | $102,331 |
| META PLATFORMS INC CL A | $42,936 | $225,751 |
| MICROSOFT CORP | $14,123 | $132,996 |
| MONSTER BEVERAGE CORP NEW COM | $28,381 | $88,324 |
| NETFLIX INC | $45,291 | $166,893 |
| NIKE INC CL B | $26,720 | $23,254 |
| NOVARTIS AG SPON ADR | $21,794 | $35,019 |
| NOVO NORDISK A/S SPON ADR | $38,560 | $42,892 |
| NVIDIA CORP | $7,415 | $353,231 |
| ORACLE CORP | $34,409 | $148,521 |
| PAYPAL HOLDINGS INC | $29,625 | $17,105 |
| PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS Y | $387 | $391 |
| PUTNAM ULTRA SHORT DURATION INCOME FUND CLASS Y | $1,539 | $1,557 |
| QUALCOMM INC | $9,169 | $31,815 |
| REGENERON PHARMACEUTICALS INC | $42,670 | $67,153 |
| ROCHE HLDG LTD SPONS ADR SWITZ ADR | $23,768 | $29,704 |
| SALESFORCE, INC. | $40,635 | $68,347 |
| SANOFI SPON ADR | $17,154 | $18,269 |
| SEI INVESTMENTS CO | $14,671 | $31,168 |
| SHELL PLC SPON ADR | $11,202 | $21,677 |
| SHOPIFY INC CL A | $33,531 | $100,767 |
| STARBUCKS CORP | $30,642 | $36,126 |
| TEMPLETON GLBAL BOND ADV | $104,547 | $85,948 |
| TESLA INC | $120,916 | $270,282 |
| THERMO FISHER SCIENTIFIC INC | $35,734 | $38,823 |
| UNTD OVERSEAS BK LTD SPONS ADR SINGAPORE ADR | $16,294 | $24,552 |
| UPM KYMMENE CORP ADR | $11,027 | $11,398 |
| VERTEX PHARMACEUTICAL INC | $47,107 | $83,872 |
| VINCI S.A ADR | $20,607 | $23,760 |
| VISA INC CL A | $36,975 | $149,753 |
| WALT DISNEY CO (HOLDING CO) DISNEY COM | $78,261 | $73,609 |
| WORKDAY INC CL A | $11,870 | $19,115 |
| YUM CHINA HLDGS INC | $4,167 | $7,686 |
| YUM! BRANDS INC | $8,806 | $26,777 |
| BLACKROCK GLOBAL ALLOCATION FUND CL K | $245,580 | $278,590 |
| FIRST EAGLE GLOBAL FUND CLASS R6 | $218,975 | $337,951 |
| ISHARES CORE DIVIDEND GROWTH ETF | $432,961 | $499,061 |
| ISHARES TRUST CORE S&P | $432,216 | $497,217 |
| SCHWAB STRETEGIC TR US DIVIDEND EQUITY ETF | $437,113 | $466,913 |
| SPDR SERIES TRUST S&P 500 VALUE ETF | $432,362 | $497,769 |
| VANGUARD INDEX FUNDS VALUE ETF | $433,035 | $495,237 |
| VANGUARD MEGA CAP VALUE ETF | $432,645 | $493,354 |
| KOMATSU LTD SPONSORED ADR | $3,820 | $3,873 |
| NESTLE S A SPONSORED ADR REPSTG REG ORD | $27,664 | $30,425 |
| ROCHE HLDG LTD SPONS ADR ORD | $18,869 | $24,238 |
| AAON INC NEW | $17,825 | $18,148 |
| APTARGROUP INC | $14,656 | $14,635 |
| AXON ENTERPRISE INC | $43,154 | $41,459 |
| AZENTA INC | $9,854 | $9,579 |
| BENTLEY SYSTEMS INCORPORATED | $11,257 | $10,724 |
| BIO-RAD LABORATORIES INC CL A | $23,751 | $23,936 |
| BRUNSWICK CORP | $22,934 | $22,495 |
| CENTURI HOLDINGS INC | $16,870 | $16,160 |
| CLEAN HARBORS INC | $20,470 | $19,931 |
| COGNEX CORP | $9,796 | $9,715 |
| COMFORT SYSTEMS USA INC | $23,227 | $23,332 |
| COMMUNITY FINANCIAL SYSTEM INC | $21,615 | $20,736 |
| CORE & MAIN INC | $14,792 | $14,292 |
| CRANE COMPANY | $21,505 | $21,209 |
| DESCARTES SYSTEMS GROUP | $10,195 | $9,993 |
| EAGLE MATERIALS INC | $17,606 | $16,741 |
| ENTEGRIS INC | $23,573 | $23,422 |
| EQUIFAX INC | $18,407 | $18,226 |
| ESCO TECHNOLOGIES INC | $23,715 | $23,447 |
| FAIR ISAAC INC | $14,085 | $13,525 |
| GUIDEWIRE SOFTWARE INC | $28,078 | $28,141 |
| ICU MEDICAL INC | $16,615 | $16,264 |
| JEFFERIES FINANCIAL GROUP INC | $20,810 | $20,760 |
| LITTELFUSE INC | $22,097 | $22,004 |
| MARTIN MARIETTA MATERIALS INC | $21,573 | $21,170 |
| MASTEC INC | $14,295 | $14,129 |
| MAXIMUS INC | $17,312 | $16,919 |
| MIRION TECHNOLOGIES INC | $12,567 | $12,366 |
| MONOLITHIC POWER SYS INC | $12,358 | $11,783 |
| NVENT ELECTRIC PLC | $29,412 | $29,469 |
| NVR INC | $14,815 | $14,586 |
| PALOMAR HOLDINGS INC | $12,236 | $12,263 |
| POOL CORPORATION | $5,585 | $5,490 |
| PTC INC | $11,517 | $11,324 |
| REINSURANCE GROUP OF AMERICA | $11,547 | $11,394 |
| REVVITY INC | $8,872 | $8,901 |
| SAMSARA INC | $19,129 | $17,619 |
| SERVICE CORP INTERNATIONAL | $12,434 | $12,397 |
| SILICON LABORATORIES INC | $22,292 | $21,566 |
| SIMPSON MANUFACTURING CO INC | $8,028 | $17,923 |
| TERADYNE INC | $23,624 | $23,421 |
| TREX COMPANY INC | $7,005 | $6,981 |
| TYLER TECHNOLOGIES INC | $23,774 | $23,605 |
| VERICEL CORPORATION | $9,600 | $9,435 |
| WEST PHARMACEUTICAL SVCS INC | $23,279 | $23,662 |
| WEX INC | $16,032 | $15,792 |
| WINTRUST FINANCIAL CORP | $27,528 | $26,985 |
| WOODWARD INC | $26,922 | $26,605 |
| 3I GROUP PLC | $20,666 | $20,647 |
| ADYEN N V | $17,623 | $17,535 |
| AON PLC | $11,378 | $11,292 |
| ARCH CAPITAL GROUP LTD | $20,070 | $19,951 |
| ASM INTERNATIONAL NV | $13,935 | $13,879 |
| ASML HOLDING N V | $32,136 | $32,096 |
| ASTRAZENECA PLC | $19,617 | $19,581 |
| BAE SYSTEMS PLC | $33,226 | $33,251 |
| CANADIAN NATURAL | $12,948 | $12,931 |
| CANADIAN PAC KANS CITY | $19,482 | $19,438 |
| COUPANG INC | $17,741 | $17,669 |
| DEUTSCHE BOERSE AG | $12,988 | $12,961 |
| EXPERIAN PLC | $11,958 | $11,925 |
| FERGUSON ENTERPRISES INC | $16,084 | $16,029 |
| FERRARI N V | $12,235 | $12,195 |
| ICICI BANK LTD | $16,358 | $16,360 |
| LINDE PLC | $16,715 | $16,629 |
| MERCADOLIBRE INC | $14,105 | $14,100 |
| MITSUBISHI HEAVY INDS LTD | $30,219 | $30,021 |
| MONDAY.COM LTD | $8,938 | $9,001 |
| NINTENDO CO LTD-ADR NEW | $18,027 | $18,091 |
| NOVO NORDISK A/S-ADR | $10,958 | $10,939 |
| NU HOLDINGS LTD | $19,332 | $19,268 |
| PHILIP MORRIS | $30,259 | $30,155 |
| RHEINMETALL AG | $12,100 | $12,062 |
| ROLLS ROYCE HOLDINGS PLC | $45,625 | $45,698 |
| SAFRAN SA | $29,997 | $29,857 |
| SAP SE | $26,791 | $26,720 |
| SEA LIMITED | $32,898 | $33,041 |
| SEAGATE TECHNOLOGY | $22,977 | $22,857 |
| SHOPIFY INC | $17,308 | $17,224 |
| SIEMENS ENERGY AG | $63,679 | $63,208 |
| SPOTIFY TECHNOLOGY S A | $21,990 | $22,067 |
| TAIWAN SEMICONDUCTOR MFG | $55,597 | $55,308 |
| TENCENT HOLDINGS LIMITED | $22,454 | $22,429 |
| UBS GROUP AG | $21,305 | $21,303 |
| WASTE CONNECTIONS INC | $11,514 | $11,398 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,163,893 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,163,088 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND OTHER INVESTMENT FEES | $5,632 | $5,632 | $0 |
| INSURANCE | $3,584 | $0 | $3,584 |
| CONTRACT LABOR | $2,802 | $280 | $2,522 |
| OFFICE EXPENSES | $1,770 | $177 | $1,593 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $76,888 | Amt |
| Net Investment Income | $76,888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $9,064 | $9,064 | $0 |
| FEDERAL EXCISE TAX | $11,360 | $0 | $0 |