ELIZABETH CROOK & MARC LEWIS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH CROOK & MARC LEWIS FOUNDATION (EIN 46-3212153)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-07
- IRS object ID
- 202430679349100508
- Schema version
- 2023v4.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-07T09:56:51-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alamo Advisors LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4114 Pond Hill Rd Suite 201 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463212153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Elizabeth Crook & Marc Lewis Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARC LEWIS | InCareOfNm |
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 5127969314 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 West 24th Street | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787032404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marc Lewis | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5127969314 | PhoneNum |
| Signature | 2024-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Marc | PersonFirstNm |
| Person Last | Lewis | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | Robert N Johnson | PreparerPersonNm |
| PTIN | P01293048 | PTIN |
| Phone | 2104042211 | PhoneNum |
| Preparation | 2024-03-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,786,703 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $137,111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $137,111 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $225,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,309,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,575 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37,845 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37,845 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $407,022 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $407,022 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $54,112 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,112 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,821 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,821 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $60,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,973 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $922,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $922,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $983,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,973 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $922,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$576,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $346,049 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $348,169 | CashBOYAmt |
| Cash EOY | $863,841 | CashEOYAmt |
| Cash EOYFMV | $863,841 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,119,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,417,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,281,100 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,533,838 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,143,915 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,641,762 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $17,001,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,424,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,786,703 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,001,253 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,424,802 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,001,253 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,424,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,001,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,424,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,001,253 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$576,451 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,424,802 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,424,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| RBC 222 S/T | 2023-10-10 | 2023-12-10 | $280,246 | $241,519 | $38,727 | $38,727 | |
| RBC 222 L/T | 2010-12-10 | 2023-12-10 | $1,813,764 | $1,994,395 | -$180,631 | -$180,631 | |
| RBC 334 S/T | 2023-10-10 | 2023-12-10 | $400,995 | $395,302 | $5,693 | $5,693 | |
| RBC 334 L/T | 2010-12-10 | 2023-12-10 | $636,256 | $671,699 | -$35,443 | -$35,443 | |
| CAPITAL GAIN DIVIDENDS | $178,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $178,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $178,229 | P | |||||
| CAPITAL GAIN DIVIDENDS | $178,229 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,575 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2013-12-23 | RulingLetterDt |
| Investment Income Excise Tax | $4,810 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,810 | SubtotalAmt |
| Tax Based On Investment Income | $4,810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,810 | TaxDueAmt |
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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC LEWIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5127969314 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 W 24TH STREET | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | 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 |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| Marc Lewis | ||||||||
| 1510 West 24th Street | Austin | TX | 787032404 | Director | 0 | $0 | $0 | $0 |
| Elizabeth Crook | ||||||||
| 1510 West 24th Street | Austin | TX | 787032404 | Director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,271,456 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $678,871 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,950,327 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,950,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $239,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,711,072 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $785,554 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $785,554 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,810 | TotalTaxAmt |
| Distributable Before Adj | $780,744 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $780,744 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $780,744 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $922,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $922,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $780,744 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $47,519 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $812,966 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $860,485 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $922,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $780,744 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,756 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,002,241 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,002,241 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,519 | ExcessFromYear4Amt |
| Excess From Year1 | $812,966 | ExcessFromYear1Amt |
| Excess From Current Year | $141,756 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH CROOK AND MARC LEWIS | ContributingManagerNm |
| Contributing Manager | 1510 WEST 24TH STREET AUSTIN TX 7 | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARC LEWIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 West 24th Street | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787032404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5127969314 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICARES | |||||||
| 88 Hamilton Ave | Stamford | CT | 06902 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| AUSTIN PUBLIC LIBRARY FOUNDATION | |||||||
| PO Box 13201 | Austin | TX | 78711 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| CENTER FOR CHILD PROTECTION | |||||||
| 8509 FM 969 Building 2 | Austin | TX | 78724 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 Seventh Ave 2nd Floor | New York | NY | 10001 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| HAYS CALDWELL WOMENS CENTER | |||||||
| PO Box 234 | San Marcos | TX | 78667 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| PEOPLES COMMUNITY CLINIC | |||||||
| 2909 North IH-35 | Austin | TX | 78722 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| RICE ANNUAL FUND | |||||||
| PO Box 1892 | Houston | TX | 77251 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| TEXANS CARE FOR CHILDREN | |||||||
| 811 Trinity Suite A | Austin | TX | 78701 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| TEXAS BOOK FESTIVAL | |||||||
| 610 Brazos | Austin | TX | 78701 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| THE TEXAS TRIBUNE | |||||||
| 823 Congress Ave Ste 210 | Austin | TX | 78701 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| THE UNIVERSITY OF TEXAS | |||||||
| PO Box 7458 | Austin | TX | 78713 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $200,000 |
| AUSTIN CHILD GUIDANCE CENTER | |||||||
| 810 2 45TH STREET | AUSTIN | TX | 78751 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| CAMP DREAMCATCHER | |||||||
| 1901 SW HK DODGEN LOOP | TEMPLE | TX | 76502 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE. | $10,000 |
| SAFE PLACE | |||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| SAVE OUR SPRINGS ALLIANCE | |||||||
| 905 WEST OLTORF SUITE A | AUSTIN | TX | 78704 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| AUSTIN BAT CAVE | |||||||
| PO Box 4762 | Austin | TX | 78765 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| HUMANITIES TEXAS | |||||||
| 1410 Rio Grande Street | Austin | TX | 78701 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 East 42nd Street | New York | NY | 10168 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| FOUNDATION COMMUNITIES | |||||||
| 3036 SOUTH FIRST STREET | AUSTIN | TX | 78704 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| SPECIAL OLYMPICS | |||||||
| 10223 McAllister Frwy 100 | San Antonio | TX | 78216 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| ST FRANCIS SCHOOL | |||||||
| 300 E Huntland Drive | Austin | TX | 78752 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| FRIENDS OF LBJ LIBRARY | |||||||
| 100 Lady Bird Lane | Johnson City | TX | 78636 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| KUT | |||||||
| 300 W Dean Keeton A0704 | Austin | TX | 78712 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| ENVIRONMENTAL LAW ALLIANCE WORLDWIDE | |||||||
| 1412 PEARL STREET | EUGENE | OR | 97401 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| TEXAS PARKS & WILDLIFE FOUNDATION | |||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| CONSERVATION INTERNATIONAL | |||||||
| 2011 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| KLRU | |||||||
| PO BOX 7158 | AUSTIN | TX | 78713 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| ANIMAL WELFARE INSTITUTE | |||||||
| 900 PENNSYLVANIA AVENUE | WASHINGTON | DC | 20003 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| WILDLIFE CONSERVATION NETWORK | |||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| HILL COUNTRY ALLIANCE | |||||||
| 1322 W Hwy 290 Suite D | Dripping Springs | TX | 78620 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| SOCIETY FOR CRYOBIOLOGY | |||||||
| 245 W Chase St | Baltimore | MD | 21201 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $6,000 |
| AMNESTY INTERNATIONAL USA | |||||||
| 5 Penn Plaza 16th Floor | New York | NY | 10001 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| THE ALEX FUND | |||||||
| 63 Benedict Ave | Tarrytown | NY | 10591 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| AUSTIN WILDLIFE RESCUE | |||||||
| 5401 E MARTIN LUTHER KING JR BLVD | AUSTIN | TX | 78721 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| FIREFLY FUND | |||||||
| PO BOX 92616 | AUSTIN | TX | 78709 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| LBJ FOUNDATION | |||||||
| 2313 RED RIVER ST | AUSTIN | TX | 78705 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| SKIDMORE COLLEGE | |||||||
| 815 NORTH BROADWAY | NEW YORK | NY | 12866 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| REWILD | |||||||
| PO BOX 129 | AUSTIN | TX | 78767 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| CHICAGO JEWISH DAYSCHOOL | |||||||
| 3730 N CALIFORNIA AVE | CHICAGO | IL | 60618 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 Nashua Street Suite 540 | Boston | MA | 02114 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $225,000 |
| FIVE TALENTS | |||||||
| 2331 E STATE HWY 76 | BRANSON | MO | 65616 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| HELPING HAND FOR CHILDREN | |||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | |||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | NO RELATIONSHIP | PC | GENERAL CHARITABLE PURPOSE | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $922,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $362,602 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,575 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Exclusion | 43 | ExclusionCd |
| Exclusion | $37,845 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $407,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $407,022 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC - ACCT 222 | $2,018,022 | $1,926,856 |
| RBC - ACCT 334 | $4,125,893 | $3,714,906 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC - ACCT 222 | StockNm |
| EOY Book Value | $9,417,045 | EOYBookValueAmt |
| EOYFMV | $10,281,100 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income Tax Refund | Desc |
| Revenue And Expenses Per Books | $37,845 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37,845 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $54,112 | Amt |
| Net Investment Income | $54,112 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $6,821 | Amt |
| Net Investment Income | $6,821 | NetInvestmentIncomeAmt |