LGR FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LGR FOUNDATION (EIN 74-2955428)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349102193
- 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 Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T15:25:23-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742920819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATCHLEY & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 LA POSADA DRIVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78752 | 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 | 742955428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LGR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ATCHLEY & ASSOCIATES LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LGRF | BusinessNameControlTxt |
| Phone | 5127897081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 LA POSADA DR | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY RAWL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5127897081 | PhoneNum |
| Signature | 2024-11-11 | 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 | SHERRILL L MORALES | PreparerPersonNm |
| PTIN | P00178137 | PTIN |
| Phone | 5123462086 | PhoneNum |
| Preparation | 2024-11-11 | 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 | $26,628,636 | 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 | $250,296 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $250,296 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $429,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $429,979 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$165,511 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,753 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,753 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $513,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $678,522 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,100 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,400 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,701 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,006 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,695 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $84,770 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,770 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,279 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,279 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,111 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,656 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60,929 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $221,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,095 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,421,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,421,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,642,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,425,095 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,129,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $551,711 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,694 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,114 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,114 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $57,598 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $29,906 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $29,906 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $23,244,597 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,521,034 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,521,034 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $325 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,582 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,582 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,400,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,628,636 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,628,636 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $23,400,214 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,628,636 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,400,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,628,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,400,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,628,636 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,400,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,129,279 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,357,701 | OtherIncreasesAmt |
| Subtotal | $26,628,636 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,628,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| PASSTHROUGH FROM ROCKEFELLER | P | -$344,760 | -$344,760 |
| PASSTHROUGH FROM ROCKEFELLER | P | $178,868 | $178,868 |
| SEC 1231 GAIN FROM ROCKEFELLER FUND, LP | P | $381 | $381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$165,511 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,669 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,669 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,811 | OverpaymentAmt |
| Applied To ES Tax | $24,811 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | SHERRILL MORALES | IndividualWithBooksNm |
| Phone | 5123462086 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 LA POSADA DRIVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78752 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| ERIC GUZIEJKA | ||||||||
| 1005 LA POSADA DRIVE | AUSTIN | TX | 78752 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| KAREN ATCHLEY | ||||||||
| 1005 LA POSADA DRIVE | AUSTIN | TX | 78752 | SECRETARY AND TREASURER | 3.00 | $0 | $0 | $0 |
| KELLY GUZIEJKA | ||||||||
| 1005 LA POSADA DRIVE | AUSTIN | TX | 78752 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| TRACY RAWL | ||||||||
| 1005 LA POSADA DRIVE | AUSTIN | TX | 78752 | PRESIDENT (RESIGNED 10/3/23) | 3.00 | $0 | $0 | $0 |
| CAMERON RAWL | ||||||||
| 1005 LA POSADA DRIVE | AUSTIN | TX | 78752 | PRESIDENT (AS OF 10/3/23) | 3.00 | $0 | $0 | $0 |
| MALIN RAWL | ||||||||
| 1005 LA POSADA DRIVE | AUSTIN | TX | 78752 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| MICHAEL GUZIEJKA | ||||||||
| 1005 LA POSADA DRIVE | AUSTIN | TX | 78752 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| KIMBERLY GUZIEJKA BLISH | ||||||||
| 1005 LA POSADA DRIVE | AUSTIN | TX | 78752 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| SARA LANE | ||||||||
| 1005 LA POSADA DRIVE | AUSTIN | TX | 78752 | DIRECTOR | 3.00 | $0 | $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 |
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 | $25,031,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,669 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,143 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,226,291 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,226,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $378,394 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,847,897 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,242,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,242,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,669 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $564 | IncomeTaxAmt |
| Total Tax | $8,233 | TotalTaxAmt |
| Distributable Before Adj | $1,234,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,234,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,234,162 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,425,095 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,425,095 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,234,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $668,311 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,425,095 | QualifyingDistributionsAmt |
| Applied To Year1 | $668,311 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $756,784 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $477,378 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $150,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60601 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $17,000 | 1700 |
| ANIMAL WELFARE INSTITUTE | ||||||||
| 900 PENNSYLVANIA AVENUE SE | WASHINGTON | DC | 20003 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $30,000 | |
| AUSTIN PARKS FOUNDATION | ||||||||
| 1023 SPRINGDALE RD 10D | AUSTIN | TX | 78721 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $75,000 | |
| BOOKSPRING | ||||||||
| PO BOX 153024 | AUSTIN | TX | 78715 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $30,000 | |
| CAMP OF THE HILLS | ||||||||
| 1552 COUNTY ROAD 344 | MARBLE FALLS | TX | 78654 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $50,000 | |
| CARITAS OF AUSTIN | ||||||||
| 611 NECHES ST | AUSTIN | TX | 787013324 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $25,000 | |
| CASA OF TRAVIS COUNTY | ||||||||
| 7600 CHEVY CHASE DR STE 200 | AUSTIN | TX | 78752 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $42,000 | |
| CENTER FOR CHILD PROTECTION | ||||||||
| 8509 FM 969 BLDG 2 | AUSTIN | TX | 78724 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $60,000 | |
| CLEANSLATE | ||||||||
| 16198 VERMEER DRIVE | CHINO HILL | CA | 91709 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $25,000 | |
| COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS | ||||||||
| 3000 S IH 35 SUITE 200 | AUSTIN | TX | 78704 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $25,000 | |
| DIGDEEP RIGHT TO WATER PROJECT | ||||||||
| 932 WILSON ST SUITE 2D | LOS ANGELES | CA | 90021 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $20,000 | |
| DRIVE A SENIOR AUSTIN TEXAS | ||||||||
| 2601 EXPOSITION BLVD | AUSTIN | TX | 78703 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $15,000 | |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||
| 2432 MAIN ST | LONGMONT | CO | 80501 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $40,000 | |
| FLAGSTAFF SHELTER SERVICES | ||||||||
| PO BOX 1808 | FLAGSTAFF | AZ | 86002 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $40,000 | |
| FRIENDS OF DALLAS ANIMAL SERVICES | ||||||||
| 2911 TURTLE CREEK BLVD SUITE 300 | DALLAS | TX | 75219 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $20,000 | |
| GOLDEN REWARD SANCTUARY | ||||||||
| 1201 FRIENDSHIP RD | WEATHERFORD | TX | 76085 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $10,000 | |
| GREEN BERET FOUNDATION | ||||||||
| 15618 SUMMIT PARK DRIVE SUITE 801 | MONTGOMERY | TX | 77356 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $30,000 | |
| GUARDIANS OF THE CHILDREN | ||||||||
| PO BOX 460412 | SAN ANTONIO | TX | 78246 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $10,000 | |
| HEALING WITH HORSES RANCH | ||||||||
| 10014 FM 973 | MANOR | TX | 78653 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $20,000 | |
| HOCKADAY SCHOOL | ||||||||
| 11600 WELCH RD | DALLAS | TX | 75229 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $10,000 | |
| HOPE HOUSE | ||||||||
| PO BOX 457 1705 COUNTY ROAD 285 | LIBERTY HILL | TX | 78642 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $15,000 | |
| INSIGHTLA INC | ||||||||
| 9940 WESTWANDA DR | BEVERLY HILLS | CA | 90210 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $10,000 | |
| K9'S FOR WARRIORS | ||||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $15,000 | |
| MANOS DE CRISTO INC | ||||||||
| 4911 HARMON AVENUE | AUSTIN | TX | 78751 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $40,000 | |
| MARBRIDGE FOUNDATION | ||||||||
| PO BOX 2250 | MANCHACA | TX | 78652 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $15,000 | |
| MINI EQUINE 2 U | ||||||||
| 130 CAMINO DERECHO | WIMBERLY | TX | 78676 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $3,000 | |
| MOBILE LOAVES & FISHES | ||||||||
| 9301 HOG EYE RD SUITE 950 | AUSTIN | TX | 78724 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $20,000 | |
| MOTHER'S MILK BANK | ||||||||
| 5925 DILLARD CIRCLE | AUSTIN | TX | 78752 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $22,000 | |
| MOTORCYCLE MISSIONS | ||||||||
| 2001 PARKER LN APT 127 | AUSTIN | TX | 78741 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $10,000 | |
| NORTHLAND FAMILY HELP CENTER | ||||||||
| 2532 N 4TH ST 506 | FLAGSTAFF | AZ | 86004 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $50,000 | |
| OUT YOUTH AUSTIN | ||||||||
| 909 E 49TH 1/2 ST | AUSTIN | TX | 78751 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $20,000 | |
| PLANNED PARENTHOOD OF GREATER TEXAS INC | ||||||||
| 7424 GREENVILLE AVE SUITE 206 | DALLAS | TX | 75231 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $39,000 | |
| REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL SERVICES | ||||||||
| PO BOX 786100 | SAN ANTONIO | TX | 78278 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $19,000 | |
| REFUGEPOINT | ||||||||
| 89 SOUTH ST SUITE 802 | BOSTON | MA | 02111 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $25,000 | |
| ROUND ROCK ISD EDUCATION FOUNDATION | ||||||||
| 595 ROUND ROCK WEST DR SUITE 404 | ROUND ROCK | TX | 78681 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $40,000 | |
| SAN MIGUEL-CASA INC | ||||||||
| 2418 HARRIS BLVD | AUSTIN | TX | 78703 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $20,000 | |
| SAVING HOPE ANIMAL RESCUE FUND | ||||||||
| 2208 INDIAN CREEK DRIVE | FORT WORTH | TX | 76107 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $25,000 | |
| STAR LEGACY FOUNDATION | ||||||||
| 6400 FLYING CLOUD DRIVE SUITE 225 | EDEN PRAIRIE | MN | 55344 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $45,000 | |
| TEXAS ADVOCACY PROJECT | ||||||||
| PO BOX 26006 | AUSTIN | TX | 78755 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $25,000 | |
| TEXAS RAMP PROJECT | ||||||||
| PO BOX 832065 | RICHARDSON | TX | 750832065 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $10,000 | |
| THE OTHER ONES FOUNDATION | ||||||||
| 9941 LIGHTWOOD CV | AUSTIN | TX | 78748 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $30,000 | |
| THE PRAXIS PROJECT | ||||||||
| 548 MARKET STREET PMB 87527 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $30,000 | |
| TRANSGENDER LAW CENTER | ||||||||
| PO BOX 70976 | OAKLAND | CA | 946120976 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $50,000 | |
| VETERANS COMMUNITY PROJECT | ||||||||
| 8900 TROOST AVENUE | KANSAS CITY | MO | 64131 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $25,000 | |
| YOUTH WITH A MISSION | ||||||||
| PO BOX 3000 | GARDEN VALLEY | TX | 75771 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $23,000 | |
| AUSTIN COMMUNITY COLLEGE | ||||||||
| 6101 HIGHLAND CAMPUS DRIVE BUILDING | AUSTIN | TX | 78752 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $21,000 | 3000 SUITE 4270 |
| THE SALVATION ARMY | ||||||||
| 440 WEST NYACK ROAD PO BOX C-635 | WEST NYACK | NY | 10994 | NONE | 501(C)(3) | OTHER CHARITABLE PURPOSE | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,421,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250,296 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $429,979 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$165,511 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE FROM PASSTHROUGH | Desc |
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,753 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $513,011 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $513,011 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,701 | Amt |
| Net Investment Income | $5,006 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,695 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ROCKEFELLER BALANCED FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $26,521,034 | BookValueAmt |
| EOYFMV | $26,521,034 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,500 | LegalFeesAmt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,400 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $325 | ||
| OTHER RECEIVABLES | $3,582 | $3,582 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $14,624 | $0 | $0 |
| PORTFOLIO DEDUCTIONS | $41,347 | $0 | $0 |
| OTHER DEDUCTIONS | $783 | $0 | $0 |
| NONDEDUCTIBLE EXPENSES | $4,175 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE FROM PASSTHROUGH | Desc |
| Revenue And Expenses Per Books | -$1,753 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,753 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$1,753 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR CHANGE IN UNREALIZED GAIN/LOSS ON ROCKEFELLER BALANCED FUND | Desc |
| Amt | $4,357,701 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROCKEFELLER BALANCED FUND PROFESSIONAL FEES | CategoryTxt |
| Amt | $84,770 | Amt |
| Net Investment Income | $84,770 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $32,656 | $32,656 | $0 |
| EXCISE TAXES | $29,455 | $0 | $0 |