STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

JUDYS CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JUDYS CHARITABLE FOUNDATION (EIN 74-6498006)
Tax period
2022-11-01 to 2023-10-31
Filed
2024-08-22
IRS object ID
202422359349100217
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-22T15:09:29-04:00ReturnTs
Tax Period End2023-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN264456234PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENNETH DALE JACOBSON CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 W 2ND STREET SUITE 1900AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746498006EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDY'S FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUDYBusinessNameControlTxt
Phone5129069124PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11904 CYPRESS POINT WESTAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE ANE LINNPersonNm
Person TitleADVISOR NON VOTINGPersonTitleTxt
Phone5129069124PhoneNum
Signature2024-08-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH DALE JACOBSON CPAPreparerPersonNm
PTINP00959316PTIN
Phone5129069124PhoneNum
Preparation2024-08-16PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$312,012FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$135,764ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$40InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$40InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$40InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$16,290DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,290DividendsNetInvstIncmAmt
Dividends Adj Net Incm$16,290DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$11,926NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,926GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,926CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$164,020TotalRevAndExpnssAmt
Total Net Invst Incm$28,256TotalNetInvstIncmAmt
Total Adj Net Incm$16,330TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$142,020ExcessRevenueOverExpensesAmt
Net Investment Income$28,256NetInvestmentIncomeAmt
Adjusted Net Income$16,330AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$55,541CashBOYAmt
Cash EOY$33,367CashEOYAmt
Cash EOYFMV$33,367CashEOYFMVAmt
Corporate Stock EOY$135,764CorporateStockEOYAmt
Corporate Stock EOYFMV$278,645CorporateStockEOYFMVAmt
Total Assets BOY$55,541TotalAssetsBOYAmt
Total Assets EOY$169,131TotalAssetsEOYAmt
Total Assets EOYFMV$312,012TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$55,541CapitalStockBOYAmt
Retained Earning EOY$169,131RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$55,541TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$169,131TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$55,541TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$169,131TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$55,541TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$142,020ExcessRevenueOverExpensesAmt
Subtotal$197,561SubtotalAmt
Other Decreases$28,430OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$169,131TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$11,926CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$393InvestmentIncomeExciseTaxAmt
Subtotal$393SubtotalAmt
Tax Based On Investment Income$393TaxBasedOnInvestmentIncomeAmt
Tax Due$393TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJULIE ANE LINNIndividualWithBooksNm
Phone5129069124PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11904 CYPRESS POINT WESTAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JUDY TRABULSI
1904 CYRPESS POINT WESTAUSTINTX78746TRUSTEE000.00$0$0$0
RICHARD J TRABULSI
1701 BRUN STE 200HOUSTONTX77219ADVISOR VOTI000.00$0$0$0
JULIE ANE LINN
1904 CYPRESS POINT WESTAUSTINTX78746ADVISOR NON000.00$0$0$0
KIMBERLY LYNN STRAMA COHEN
7812 RUXWOODTOWNSONMD21204ADVISOR NON000.00$0$0$0
THOMAS MARK STRAMA
4501 EBY LANEAUSTINTX78731ADVIOSR NON000.00$0$0$0
RICHARD KEITH STRAMA
4502 RIVER WOOD CTAUSTINTX78731ADVISOR NON000.00$0$0$0
BLAKE EVANS TRABULSI
604 ACADEMYAUSTINTX78704ADVISOR NON000.00$0$0$0
GENEVIEVE PAIGE TRABULSI
65 NAVASOTA STAUSTINTX78702ADVISOR NON000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,300AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$33,300TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$33,300AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$500CashDeemedCharitableAmt
Net Vl Noncharitable Assets$32,800NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,640MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,640MinimumInvestmentReturnAmt
Tax Based On Investment Income$393TaxBasedOnInvestmentIncomeAmt
Total Tax$393TotalTaxAmt
Distributable Before Adj$1,247DistributableBeforeAdjAmt
Distributable Before Ded$1,247DistributableBeforeDedAmt
Distributable As Adjusted$1,247DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,000ExpensesAndContributionsAmt
Qualifying Distributions$22,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,247DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$1,991ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,991TotalExcessDistributionCyovAmt
Qualifying Distributions$22,000QualifyingDistributionsAmt
Applied To Current Year$1,247AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,753RemainingDistriFromCorpusAmt
Total Corpus$22,744TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$22,744ExcessDistriCyovToNextYrAmt
Excess From Year1$1,991ExcessFromYear1Amt
Excess From Current Year$20,753ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJULIE LINNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11904 CYRESS PT WAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5127996813RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7458AUSTINTX78713NONESCHOLARSHIP$20,000
MOBILE FISHES & LOAVES
9301 HOG EYE RDAUSTINTX78724NONECHARITABLE RELIEF$2,000950
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$40RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,290RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,926RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,256RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,256TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJUNDY TRABULSIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11904 CYPRESS POINT WESTAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd
FieldValueIRS element (for citing)
Total Contributions$135,764TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDS MS 2756 AS OF 10/31/23StockNm
EOY Book Value$135,764EOYBookValueAmt
EOYFMV$278,645EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUST TO YEAR END STATEMENT RESULTSDesc
Amt$28,430Amt