THE SHIVE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE SHIVE FOUNDATION (EIN 74-6144330)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-16
- IRS object ID
- 202330759349100523
- Schema version
- 2022v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Dissolution Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-16T11:01:40-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760746450 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSON B HORN & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3411 RICHMOND AVE 350 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746144330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHIVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIV | BusinessNameControlTxt |
| Phone | 7132542084 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 504 VAUGHAN COVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78732 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN MATTHEWS | PersonNm |
| Person Title | SECRETARY/DIRECTOR | PersonTitleTxt |
| Phone | 7132542084 | PhoneNum |
| Signature | 2023-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN | PersonFirstNm |
| Person Last | MATTHEWS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACKSON B HORN | PreparerPersonNm |
| PTIN | P00091603 | PTIN |
| Phone | 7135201986 | PhoneNum |
| Preparation | 2023-03-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $64,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,674 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,459 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,074,133 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,133 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,063 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,531 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,532 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,092 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $98 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,581 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,112,918 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,112,918 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,122,171 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,115,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,048,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,468 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $395,330 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $2,172,466 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $104,821 | CorporateBondsBOYAmt |
| Total Assets BOY | $2,685,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,685,085 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,685,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,685,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,685,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,048,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,362,953 | OtherIncreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WARNER BROTHERS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-01-25 | AcquiredDt |
| Sold | 2022-04-18 | SoldDt |
| Gross Sales Price | $22 | GrossSalesPriceAmt |
| Cost Or Other Basis | $26 | CostOrOtherBasisAmt |
| Gain Or Loss | -$4 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$4 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,459 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $938 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $938 | SubtotalAmt |
| Tax Based On Investment Income | $938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,662 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $1,662 | RefundAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | KATHLEEN MATTHEWS | IndividualWithBooksNm |
| Phone | 7132542084 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 504 VAUGHAN COVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78732 | 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 |
|---|---|---|---|---|---|---|---|---|
| RANDALL MATTHEWS | ||||||||
| 504 VAUGHAN COVE | AUSTIN | TX | 78732 | TREASURER/DI | 2.00 | $0 | $0 | $0 |
| KAREN BROWNING | ||||||||
| 2300 TOWNES LANE | AUSTIN | TX | 78703 | PRESIDENT/DI | 2.00 | $0 | $0 | $0 |
| KATHLEEN MATTHEWS | ||||||||
| 504 VAUGHAN COVE | AUSTIN | TX | 78732 | SECRETARY/DI | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $2,876,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $473,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $129,302 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,479,017 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,479,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,185 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,426,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $938 | TotalTaxAmt |
| Distributable Before Adj | $170,404 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $170,404 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $170,404 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,115,499 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,115,499 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,404 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $313,525 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $92,141 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,973 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $25,642 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $439,281 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,115,499 | QualifyingDistributionsAmt |
| Applied To Current Year | $170,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,945,095 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,384,376 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $313,525 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,070,851 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $92,141 | ExcessFromYear4Amt |
| Excess From Year3 | $7,973 | ExcessFromYear3Amt |
| Excess From Year1 | $25,642 | ExcessFromYear1Amt |
| Excess From Current Year | $4,945,095 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | PC | DEPARTMENT OF MOLECULAR BIOSCIENCES | $15,000 | |
| UNIVERSITY OF KANSAS ENDOWMENT | ||||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | N/A | PC | ENDOWMENT-BIOCHEMISTRY | $25,000 | |
| RICE UNIVERSITY | ||||||||
| MS80 PO BOX 1892 | HOUSTON | TX | 77251 | N/A | PC | ENDOWED TEACHING PROF-BIOSCIENCES | $992,900 | |
| AUSTIN COMMUNITY FOUNDATION | ||||||||
| 4315 GUADALUPE STREET | AUSTIN | TX | 78751 | N/A | PC | GWS FUND | $427,535 | SUITE 300 |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | PC | DEPARTMENT OF MOLECULAR BIOSCIENCES | $1,104,319 | |
| RICE UNIVERSITY | ||||||||
| MS80 PO BOX 1892 | HOUSTON | TX | 77251 | N/A | PC | ENDOWED TEACHING PFOF-BIOSCIENCES | $162,309 | |
| RICE UNIVERSITY | ||||||||
| MS80 PO BOX 1892 | HOUSTON | TX | 77251 | N/A | PC | ENDOWED TEACHING PROF-BIOSCIENCES | $1,507,132 | |
| AUSTIN COMMUNITY FOUNDATION | ||||||||
| 4315 GUADALUPE STREET | AUSTIN | TX | 78751 | N/A | PC | GWS FUND | $878,723 | SUITE 300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,112,918 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,674 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,459 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,133 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,133 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GWYN SHIVE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 504 VAUGHAN COVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,063 | Amt |
| Net Investment Income | $2,531 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,532 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| WILLIAM MARSH RICE UNIVERSITY | |||||
| MS80 PO BOX 1892 | HOUSTON | TX | 77251 | CASH & MARKETABLE SECURITIES | $2,662,341 |
| UNIVERSITY OF TEXAS | |||||
| PO BOX 7458 | AUSTIN | TX | 78713 | CASH & MARKETABLE SECURITIES | $1,119,319 |
| AUSTIN COMMUNITY FOUNDATION | |||||
| 4315 GUADALUPE STREET | AUSTIN | TX | 78751 | CASH & MARKETABLE SECURITIES | $1,306,258 |
| UNIVERSITY OF KANSAS ENDOWMENT | |||||
| PO BOX 928 | LAWRENCE | KS | 66044 | CASH | $25,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LOWES COMPANIES INC DEB | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm |
|---|
| AT&T |
| BANK OF AMERICA |
| CITIGROUP |
| CONAGRA |
| CONOCOPHILLIPS |
| CORTEVA INC |
| DOMINION |
| DOW INC |
| ELI LILLY |
| ENTERGY CORP |
| EXELON |
| EXXON MOBIL |
| FEDERATED INVESTORS B |
| HESS |
| INTEL |
| LAMB WESTON HOLDINGS INC |
| MERCK |
| MICROSOFT |
| NATIONAL GRID |
| NISOURCE |
| OCCIDENTAL PETROLEUM |
| ORGANON AND CO |
| PFIZER INC |
| PHILLIPS 66 |
| LINDE |
| SOUTHERN CO |
| STMICROELECTRONICS |
| VERIZON |
| VIATRIS, INC |
| WASTE MANAGEMEN |
| WT08 27 OCCIDENTAL PETROLEUM |
| 3M COMPANY |
| ALPS ALERIAN MLP |
| AMERICAN CAPITAL WORLD |
| AMERICAN EURO PACIFIC GROWTH |
| AMERICAN CAP INC BLDR |
| AMERICAN FUNDAMENTAL INVESTORS |
| AMERICAN GRWOTH FUND |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION HAS DISTIBUTED ALL ITS ASSETS TO PUBLIC CHARITIES. THE ASSETS WERE DISTRIBUTED TO THE FOLLOWING CHARITIES: UNIVERSITY OF TEXAS AT AUSTIN UNIVERSITY OF KANSAS ENDOWMENT WILLIAM MARSH RICE UNIVERSITY AUSTIN COMMUNITY FOUNDATION THE FINAL DISTRIBUTIONS OF ASSETS, WHICH INCLUDED CASH AND MARKETABLE SECURITIES, WERE MADE ON 11/18/2022, 11/23/2022, 12/22/2022, AND 12/31/2022. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| FEES | $98 | $49 | $49 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV GREATER THAN BASIS OF DONATED STOCK | Desc |
| Amt | $1,362,953 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $387 | $387 |
| EXCISE TAX | $3,705 | $3,705 |