MYER FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MYER FAMILY CHARITABLE FOUNDATION (EIN 74-2765437)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-22
- IRS object ID
- 202422969349100412
- Schema version
- 2023v5.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-22T11:59:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 992858118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEALTH WISE ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28310 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78755 | 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 | 742765437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYER FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MYER | BusinessNameControlTxt |
| Phone | 5127075330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26701 FOUNDERS PLACE | AddressLine1Txt |
| City | SPICEWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78669 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT MYER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5127075330 | PhoneNum |
| Signature | 2024-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORRIE JOBE CPA | PreparerPersonNm |
| PTIN | P00504075 | PTIN |
| Phone | 5123163000 | PhoneNum |
| Preparation | 2024-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,141,172 | 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 | $5,932 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,932 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $76,779 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,779 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,901,012 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,391,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,901,012 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,100 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,100 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $32,100 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,015,823 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,015,823 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,100 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,836 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,029 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,315 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,681,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,681,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,715,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,681,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $300,008 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,015,823 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,100 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,580 | CashBOYAmt |
| Cash EOY | $25,815 | CashEOYAmt |
| Cash EOYFMV | $25,815 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $208,244 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,771,784 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,771,784 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,136,654 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,925,650 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,343,573 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,612 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,612 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $21,350,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,723,249 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,141,172 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,852 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,852 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,333,917 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,333,917 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,709 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$7,610,668 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,348,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,723,249 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,350,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,723,249 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,348,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $300,008 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,648,634 | SubtotalAmt |
| Other Decreases | $7,925,385 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,723,249 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION - 5,000 SH | P | 2019-05-31 | 2023-12-20 | $2,487,479 | $169,501 | $2,317,978 | $2,317,978 |
| ETRADE XX4386-S/T COVERED | P | 2023-06-01 | 2023-06-14 | $163,159 | $165,000 | -$1,841 | -$1,841 |
| ETRADE XX4386-L/T COVERED | P | 2023-12-31 | 2023-12-31 | $2,741,141 | $1,156,266 | $1,584,875 | $1,584,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,901,012 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,841 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,820 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,820 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,820 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $56,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $340 | OverpaymentAmt |
| Applied To ES Tax | $340 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | WEALTH WISE ADVISORS INC | IndividualWithBooksNm |
| Phone | 5123163000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 MOPAC SUITE 115 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78759 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT L MYER | ||||||||
| 26701 FOUNDERS PLACE | SPICEWOOD | TX | 78669 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SHARON K MYER | ||||||||
| 26701 FOUNDERS PLACE | SPICEWOOD | TX | 78669 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| JODIE TEDROW | ||||||||
| 26701 FOUNDERS PLACE | SPICEWOOD | TX | 78669 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| SCOTT MYER | ||||||||
| 26701 FOUNDERS PLACE | SPICEWOOD | TX | 78669 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| LINDSEY MYER PRAY | ||||||||
| 26701 FOUNDERS PLACE | SPICEWOOD | TX | 78669 | VICE PRESIDENT | 20.00 | $24,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IT IS ANTICIPATED THAT THE ORGANIZATION WILL ONLY MAKE GRANTS TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $45,040,163 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,463,639 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,503,802 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,503,802 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $697,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,806,245 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,290,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,290,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,820 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,820 | TotalTaxAmt |
| Distributable Before Adj | $2,234,492 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,234,492 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,234,492 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,681,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,681,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,234,492 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $144,487 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,681,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $144,487 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,234,492 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,302,521 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,302,521 | 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 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,302,521 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,302,521 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS FOUNDATION OF AMERICA | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | 501(C)(3) | CHARITABLE | $15,000 | |
| AMERICAN BIBLE SOCIETY | |||||||
| 101 N INDEPENDENCE MALL E FL 8 | PHILADELPHIA | PA | 19106 | 501(C)(3) | CHARITABLE | $6,500 | |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 149275 | AUSTIN | TX | 78714 | 501(C)(3) | CHARITABLE | $10,000 | |
| AMERICAN DIABETES ASSOC | |||||||
| 2499 S CAPITAL OF TEXAS HWY STE | AUSTIN | TX | 78746 | 501(C)(3) | CHARITABLE | $20,000 | A204 |
| AUSTIN COMMUNITY FOUNDATION | |||||||
| 4315 GUADALUPE STREET STE 300 | AUSTIN | TX | 78751 | 501(C)(3) | CHARITABLE | $2,500,000 | |
| BAM FAM FOUNDATION | |||||||
| PO BOX 152937 | AUSTIN | TX | 78715 | 501(C)(3) | CHARITABLE | $5,000 | |
| BREAK THROUGH CENTRAL TEXAS | |||||||
| 1050 E 11TH ST | AUSTIN | TX | 78702 | 501(C)(3) | CHARITABLE | $50,000 | |
| CAMPUS CRUSADE CHRIST | |||||||
| 100 LAKE HEART DRIVE | ORLANDO | FL | 32832 | 501(C)(3) | CHARITABLE | $2,000 | |
| CARITAS OF AUSTIN | |||||||
| 611 NECHES ST | AUSTIN | TX | 78701 | 501(C)(3) | CHARITABLE | $50,000 | |
| CASA OF TRAVIS COUNTY | |||||||
| 7600 CHEVY CHASE DR STE 200 | AUSTIN | TX | 78752 | 501(C)(3) | CHARITABLE | $50,000 | |
| CENTRAL TEXAS FOOD BANK | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | 501(C)(3) | CHARITABLE | $25,000 | |
| CLOVER EDUCATIONAL CONSULTING GROUP | |||||||
| 1009 N PACIFIC STREET | MINEOLA | TX | 75773 | 501(C)(3) | CHARITABLE | $5,000 | |
| COMMUNITY OF CARING HEARTS CHARITY | |||||||
| 7405 KINGSBARNS | THE COLONY | TX | 75056 | 501(C)(3) | CHARITABLE | $5,000 | |
| COVENANT HOUSE | |||||||
| 1111 LOVETT BLVD | HOUSTON | TX | 77006 | 501(C)(3) | CHARITABLE | $5,000 | |
| CTWC | |||||||
| PO BOX 485 | SPICEWOOD | TX | 78669 | 501(C)(3) | CHARITABLE | $5,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | 501(C)(3) | CHARITABLE | $25,000 | |
| FAITH IN PRACTICE | |||||||
| 7500 BEECHNUT ST STE 208 | HOUSTON | TX | 77074 | 501(C)(3) | CHARITABLE | $10,000 | |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | 501(C)(3) | CHARITABLE | $25,000 | |
| GLADNEY CENTER FOR ADOPTION | |||||||
| 6300 JOHN RYAN DRIVE | FORT WORTH | TX | 76132 | 501(C)(3) | CHARITABLE | $25,000 | |
| HABITAT FOR HUMANITY | |||||||
| 500 W BEN WHITE BLVD | AUSTIN | TX | 78704 | 501(C)(3) | CHARITABLE | $5,000 | |
| HEART GIFT | |||||||
| 3310 W BRAKER LANE STE 300-704 | AUSTIN | TX | 78758 | 501(C)(3) | CHARITABLE | $75,000 | |
| HELPING HAND HOME | |||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | 501(C)(3) | CHARITABLE | $110,000 | |
| HIGHLAND LAKES CANINE RESCUE | |||||||
| PO BOX 1275 | MARBLE FALLS | TX | 78654 | 501(C)(3) | CHARITABLE | $5,000 | |
| KIDS WISH NETWORK | |||||||
| 301 BEAR RIDGE CIRCLE | PALM HARBOR | FL | 34683 | 501(C)(3) | CHARITABLE | $5,000 | |
| LIVESTRONG | |||||||
| 623 W 38TH STREET STE 300 | AUSTIN | TX | 78705 | 501(C)(3) | CHARITABLE | $25,000 | |
| MAKE A WISH CENTRAL & SOUTH TEXAS | |||||||
| 2224 WALSH TARLTON LN UNIT 200 | AUSTIN | TX | 78746 | 501(C)(3) | CHARITABLE | $25,000 | |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 2123 CHESTNUT ST | HOUSTON | TX | 77009 | 501(C)(3) | CHARITABLE | $10,000 | |
| MD ANDERSON CANCER CENTER | |||||||
| PO BOX 301407 | HOUSTON | TX | 77230 | 501(C)(3) | CHARITABLE | $15,000 | |
| MEALS ON WHEELS CENTRAL TEXAS | |||||||
| 3227 E 5TH ST | AUSTIN | TX | 78702 | 501(C)(3) | CHARITABLE | $20,000 | |
| MOBILE LOAVES & FISHES | |||||||
| 9301 HOG EYE ROAD STE 950 | AUSTIN | TX | 78724 | 501(C)(3) | CHARITABLE | $5,000 | |
| NATIONAL POLICE ASSOC | |||||||
| 8710 BASH STREET UNIT 501692 | INDIANAPOLIS | IN | 46250 | 501(C)(3) | CHARITABLE | $10,000 | |
| PARTNERS AGAINST CHILD TRAFFICKING | |||||||
| 7301 RR N 620 STE 155-392 | AUSTIN | TX | 78726 | 501(C)(3) | CHARITABLE | $15,000 | |
| PHOENIX CENTER | |||||||
| PO BOX 732 | MARBLE FALLS | TX | 78654 | 501(C)(3) | CHARITABLE | $80,000 | |
| PRISON FELLOWSHIP | |||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | 501(C)(3) | CHARITABLE | $5,000 | |
| PROJECT HOPE | |||||||
| 1220 19TH STREET NW SUITE 800 | WASHINGTON | DC | 20036 | 501(C)(3) | CHARITABLE | $10,000 | |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 1315 BARBARA JORDAN BLVD | AUSTIN | TX | 78723 | 501(C)(3) | CHARITABLE | $50,000 | |
| SACRED SHARE | |||||||
| 5900 BALCONES DRIVE STE 100 | AUSTIN | TX | 78731 | 501(C)(3) | CHARITABLE | $10,000 | |
| SCOTTISH RITE FOR CHILDREN | |||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | 501(C)(3) | CHARITABLE | $25,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | 501(C)(3) | CHARITABLE | $50,000 | |
| SMILE TRAIN | |||||||
| 9415 BURNET RD UNIT 207 | AUSTIN | TX | 78758 | 501(C)(3) | CHARITABLE | $25,000 | |
| SPICEWOOD ARTS | |||||||
| PO BOX 533 | SPICEWOOD | TX | 78669 | 501(C)(3) | CHARITABLE | $3,000 | |
| ST JUDE RESEARCH HOSPITAL | |||||||
| 501 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | 501(C)(3) | CHARITABLE | $60,000 | |
| STREET YOUTH MINISTRY OF AUSTIN | |||||||
| 7421 BURNET ROAD 264 | AUSTIN | TX | 78757 | 501(C)(3) | CHARITABLE | $10,000 | |
| THE SALVATION ARMY | |||||||
| PO BOX 5180 | HARLAN | IA | 51593 | 501(C)(3) | CHARITABLE | $10,000 | |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | 501(C)(3) | CHARITABLE | $5,000 | |
| TUNNEL TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | 501(C)(3) | CHARITABLE | $50,000 | |
| UNIVERSITY OF TEXAS | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | 501(C)(3) | CHARITABLE | $75,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 12672 SILICON DR SUITE 105 | SAN ANTONIO | TX | 78249 | 501(C)(3) | CHARITABLE | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,681,500 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $5,932 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $76,779 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,100 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,901,012 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,901,012 | ExclusionAmt |
| Related Or Exempt Function Incm | $114,811 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,015,823 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENTS TO EARN FUNDS FOR CHARITABLE PURPOSES |
| 4 | INVESTMENTS TO EARN FUNDS FOR CHARITABLE PURPOSES |
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 | LEGAL AND ACCOUNTING | CategoryTxt |
| Amt | $7,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | E*TRADE INVESTMENTS | StockNm |
| EOY Book Value | $11,925,650 | EOYBookValueAmt |
| EOYFMV | $53,343,573 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | E*TRADE COST BASIS ADJUSTMENT | Desc |
| Amt | $7,925,385 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOFTWARE SUBSCRIPTIONS | Desc |
| Revenue And Expenses Per Books | $1,029 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF FEDERAL TAXES PAID | Desc |
| Revenue And Expenses Per Books | $32,100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,100 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAXES PAYABLE | Desc |
| BOY Book Value | $1,852 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $1,836 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |