HOLT ATHERTON EDUCATION FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOLT ATHERTON EDUCATION FOUNDATION (EIN 74-2087236)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-09-24
- IRS object ID
- 202422689349100312
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-24T13:57:15-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814756062 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLIE & COMPANY CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20742 STONE OAK PARKWAY SUITE 107 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782587478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742087236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLT ATHERTON EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLT | BusinessNameControlTxt |
| Phone | 2108672524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 WYCKHAM RISE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PARKER ATHERTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2108672524 | PhoneNum |
| Signature | 2024-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD T COLLIE | PreparerPersonNm |
| PTIN | P01379718 | PTIN |
| Phone | 2108281505 | PhoneNum |
| Preparation | 2024-09-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $669,745 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $111 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $111 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $11,743 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,743 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,743 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,318 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $176,523 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,318 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4,388 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $23,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,172 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,242 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $8,546 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,546 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $8,546 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,500 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $34 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $34 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $128 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $128 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,208 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,208 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,208 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,964 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,034 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,736 | CashBOYAmt |
| Cash EOY | $25,799 | CashEOYAmt |
| Cash EOYFMV | $25,799 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $66,164 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $315,923 | CorporateStockBOYAmt |
| Corporate Stock EOY | $233,351 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $487,230 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $146,119 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $148,086 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $9,832 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,832 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,630 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $430,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $415,101 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $669,745 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $231,307 | CapitalStockBOYAmt |
| Capital Stock EOY | $231,307 | CapitalStockEOYAmt |
| Retained Earning BOY | $199,348 | RetainedEarningBOYAmt |
| Retained Earning EOY | $183,794 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $430,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $415,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $430,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $415,101 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $430,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,261 | ExcessRevenueOverExpensesAmt |
| Other Increases | $238 | OtherIncreasesAmt |
| Subtotal | $415,632 | SubtotalAmt |
| Other Decreases | $531 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $415,101 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 150 GSK PLC ADR | P | 2022-08-18 | 2023-07-11 | $5,099 | $5,144 | -$45 | -$45 |
| 344 HP INC | P | 2020-06-02 | 2023-08-16 | $10,823 | $5,419 | $5,404 | $5,404 |
| 119 GSK PLC ADR | P | 2018-05-11 | 2023-07-11 | $4,045 | $4,886 | -$841 | -$841 |
| 24 HP INC | P | 2020-07-08 | 2023-08-16 | $755 | $399 | $356 | $356 |
| 74.40 GSK PLC ADR | P | 2021-05-28 | 2023-07-11 | $2,529 | $2,949 | -$420 | -$420 |
| 57.66 SCHWAB TREASURY OBLIG MO | P | 2023-08-23 | 2023-09-19 | $58 | $58 | ||
| 57.60 GSK PLC ADR | P | 2021-07-16 | 2023-07-11 | $1,958 | $2,350 | -$392 | -$392 |
| 46 NUCOR CORP | P | 2022-07-27 | 2023-10-10 | $7,206 | $5,856 | $1,350 | $1,350 |
| 2715.67 SCHWAB TREASURY OBLIG MO | P | 2023-06-30 | 2023-07-06 | $2,716 | $2,716 | ||
| 155 PINNACLE WEST CAP | P | 2022-10-12 | 2023-10-10 | $11,128 | $9,259 | $1,869 | $1,869 |
| 1500.00 SCHWAB TREASURY OBLIG MO | P | 2023-06-30 | 2023-07-07 | $1,500 | $1,500 | ||
| 251 UNILEVER PLC | P | 2023-01-20 | 2023-10-10 | $12,277 | $12,768 | -$491 | -$491 |
| 1500.00 SCHWAB TREASURY OBLIG MO | P | 2023-06-30 | 2023-07-10 | $1,500 | $1,500 | ||
| 39 WILLIAMS SONOMA | P | 2020-08-11 | 2023-10-10 | $5,877 | $3,665 | $2,212 | $2,212 |
| 767.00 SCHWAB TREASURY OBLIG MO | P | 2023-06-30 | 2023-07-12 | $767 | $767 | ||
| 67.36 SCHWAB TREASURY OBLIG MO | P | 2023-08-23 | 2024-02-20 | $67 | $67 | ||
| 59,681.17 SCHWAB TREASURY OBLIG MO | P | 2023-06-30 | 2023-07-17 | $59,681 | $59,681 | ||
| 16,404.73 SCHWAB TREASURY OBLIG MO | P | 2023-08-23 | 2024-05-08 | $16,405 | $16,405 | ||
| 95 CVS HEALTH CORP | P | 2023-05-04 | 2023-08-16 | $6,936 | $6,522 | $414 | $414 |
| EXXON MOBILE CORP | P | 2023-06-28 | 2024-05-06 | $55 | $55 | $55 | |
| 58 RAMBUS INC | P | 2022-11-01 | 2023-08-16 | $3,066 | $1,850 | $1,216 | $1,216 |
| 72 RAMBUS INC | P | 2022-11-02 | 2023-08-16 | $3,806 | $2,436 | $1,370 | $1,370 |
| 94 RAMBUS INC | P | 2002-11-03 | 2023-08-16 | $4,969 | $3,193 | $1,776 | $1,776 |
| 87 CVS HEALTH CORP | P | 2021-10-07 | 2023-08-16 | $6,352 | $7,337 | -$985 | -$985 |
| 37 HONEYWELL INTL INC | P | 2021-07-23 | 2023-08-16 | $6,948 | $8,478 | -$1,530 | -$1,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,318 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,388 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $180 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $180 | SubtotalAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $511 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $511 | TotalPaymentsAndCreditsAmt |
| Overpayment | $331 | OverpaymentAmt |
| Applied To ES Tax | $331 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PARKER ATHERTON | IndividualWithBooksNm |
| Phone | 7135483030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 MORNINGSIDE DR | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| PARKER ATHERTON | ||||||||
| 511 MORNINGSIDE DR | SAN ANTONIO | TX | 78209 | TREASURER | 0.50 | $0 | $0 | $0 |
| GEARY ATHERTON | ||||||||
| 134 WYCKHAM RISE | SAN ANTONIO | TX | 78209 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| PETER ATHERTON | ||||||||
| 5911 CAMINO SECO | AUSTIN | TX | 78731 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $559,696 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,610 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $600,306 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $600,306 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,005 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $591,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,565 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,565 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $180 | TotalTaxAmt |
| Distributable Before Adj | $29,385 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,385 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,385 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,848 | UndistributedIncomePYAmt |
| Qualifying Distributions | $28,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,848 | AppliedToYear1Amt |
| Applied To Current Year | $2,377 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $27,008 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEARY ATHERTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 WYCKHAM RISE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2108672524 | RecipientPhoneNum |
| Form And Info And Materials | A GRANT REQUEST FROM AN ORGANIZATION SHOULD BE SUBMITTED IN THE FOLLOWING MANNER: 1) THE REQUEST FOR THE GRANT FROM THE ORGANIZATION SHOULD BE RECEIVED ON THE ORGANIZATION LETTERHEAD. 2) THE LETTER SHOULD CONTAIN THE FOLLOWING INFORMATION: A) A NON-TECHNICAL DESCRIPTION RELATED TO THE DESIRED USE OF THE GRANT B) BUDGET INDICATING THE SPECIFIC GRANT AMOUNT REQUESTED C) A COPY OF THE ORGANIZATION'S EXEMPTION LETTER FROM THE IRS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AUSTIN COMMUNITY FOUNDATION | ||||||||
| 4315 GUADALUPE STREET | STE 300 | AUSTIN | TX | 78751 | NONE | TAX EXEMPT | SUPERHERO KIDS | $1,000 |
| AUSTIN FILM SOCIETY | ||||||||
| 1901 E 51ST ST | AUSTIN | TX | 78723 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | |
| CLASSIC LEAR JET FOUNDATION | ||||||||
| 626 S TYLER 75623 | WITCHITA | KS | 67209 | NONE | TAX EXEMPT | IN HONOR OF HOLT ATHERTON | $800 | |
| DELL CHILDREN'S FOUNDATION | ||||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | NONE | TAX EXEMPT | GRACE GREGO MAXWELL MENTAL HEALTH | $1,500 | |
| GIRLS EMPOWERMENT NETWORK | ||||||||
| PO BOX 3122 | AUSTIN | TX | 78764 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | |
| LEAD | ||||||||
| PO BOX 25112 | HOUSTON | TX | 77265 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | |
| LOUISE BATZ PATIENT SAFETY | ||||||||
| 7000 JUNEBERRY COVE | AUSTIN | TX | 78750 | NONE | TAX EXEMPT | 2023/2024 EVENTS | $800 | |
| MIND SCIENCE FOUNDATION | ||||||||
| 4007 MCCULLOUGH AVE | SAN ANTONIO | TX | 78212 | NONE | TAX EXEMPT | GENERAL FUNDS | $875 | |
| SAINT MARYS HALL | ||||||||
| 9401 STARCREST DRIVE | SAN ANTONIO | TX | 78217 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | |
| TEXAS BIOMEDICAL FORUM | ||||||||
| PO BOX 6648 | SAN ANTONIO | TX | 78209 | NONE | TAX EXEMPT | GENERAL FUNDS | $2,500 | |
| THE TRAIL CONSERVANCY | ||||||||
| PO BOX 6332 | AUSTIN | TX | 78762 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | |
| WORLD AFFAIRS COUNCIL OF SA | ||||||||
| 84 NE LOOP 410 SUITE 119 | SAN ANTONIO | TX | 78216 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,250 | |
| PLANNED PARENTHOOD OF SA | ||||||||
| 2140 BABCOCK RD | SAN ANTONIO | TX | 78229 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | |
| SAN ANTONIO BOTANICAL CENTER | ||||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | NONE | TAX EXEMPT | GENERAL FUNDS | $5,500 | |
| LUCILE PACKARD FOUNDATION | ||||||||
| 400 HAMILTON AVENUE | STE 340 | PALO ALTO | CA | 94301 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 |
| KEALING MIDDLE SCHOOL | ||||||||
| 1607 PENNSYLVANIA AVE | AUSTIN | TX | 78702 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | |
| MCCALLUM DANCE GUILD | ||||||||
| 5600 SUNSHINE DRIVE | AUSTIN | TX | 78756 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | |
| UTSA | ||||||||
| 1 UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | TAX EXEMPT | GENERAL FUNDS | $3,500 | |
| ALAMO HEIGHTS LITTLE LEAGUE | ||||||||
| 50 ALAMO HEIGHTS BLVD | SAN ANTONIO | TX | 78209 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | |
| AUTISM COMMUNITY NETWORK | ||||||||
| 535 BANDERA ROAD | SAN ANTONIO | TX | 78228 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | |
| CAMP ARANZAZU | ||||||||
| 5420 FM 1781 | ROCKPORT | TX | 78382 | NONE | TAX EXEMPT | GENERAL FUNDS | $625 | |
| THE MCNAY ART MUSEUM | ||||||||
| 6000 N NEW BRAUNFELS | SAN ANTONIO | TX | 78209 | NONE | TAX EXEMPT | GENERAL FUNDS | $875 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,743 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,318 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,172 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,172 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,500 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS/MUTUAL FUNDS | BondNm |
| EOY Book Value | $146,119 | EOYBookValueAmt |
| EOYFMV | $148,086 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $233,351 | EOYBookValueAmt |
| EOYFMV | $487,230 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $8,546 | LegalFeesAmt |
| Net Investment Income | $8,546 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,546 | AdjustedNetIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLIC STORAGE REIT | Desc |
| BOY Book Value | $9,832 | BOYBookValueAmt |
| EOY Book Value | $9,832 | EOYBookValueAmt |
| EOYFMV | $8,630 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUST FOR PRIOR YEAR BASIS PROBLEM | $20 |
| NON-DEDUCTIBLE EXCISE TAX | $511 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FOR PRIOR YEAR CONTRIBUTION PROBLEM | Desc |
| Amt | $238 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $34 | Amt |
| Net Investment Income | $34 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON DIVIDENDS | CategoryTxt |
| Amt | $128 | Amt |
| Net Investment Income | $128 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $128 | AdjustedNetIncomeAmt |