CHANCE COMES ONCE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHANCE COMES ONCE FOUNDATION (EIN 83-1714072)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-19
- IRS object ID
- 202311399349100301
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-19T06:54:53-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W 6TH STREET STE 1900 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | 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 | 831714072 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHANCE COMES ONCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAN | BusinessNameControlTxt |
| Phone | 5124226677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 LAVACA ST 573 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAY DAVIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5124226677 | PhoneNum |
| Signature | 2023-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLAY | PersonFirstNm |
| Person Last | DAVIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACLYN CONNOR | PreparerPersonNm |
| PTIN | P00806140 | PTIN |
| Phone | 5124796000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $374,831 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,146 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,850 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,850 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,864 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,864 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,860 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,714 | 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 |
| Accounting Fees Rev And Expnss | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $156 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,756 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,834 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,834 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,050 | CashBOYAmt |
| Cash EOY | $13,422 | CashEOYAmt |
| Cash EOYFMV | $13,422 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,799 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,618 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $217,940 | CorporateStockBOYAmt |
| Corporate Stock EOY | $220,538 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $214,057 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $156,190 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $159,455 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $141,734 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $414,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $399,033 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $374,831 | 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 | $414,979 | RetainedEarningBOYAmt |
| Retained Earning EOY | $399,033 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $414,979 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $399,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $414,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $399,033 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $414,979 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,946 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $399,033 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $399,033 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,864 | GrossSalesPriceAmt |
| Gain Or Loss | $1,864 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,864 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,864 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $96 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $96 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $84 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12 | TaxDueAmt |
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 | WWW.CHANCECOMESONCE.ORG | WebsiteAddressTxt |
| Individual With Books | CLAY DAVIS | IndividualWithBooksNm |
| Phone | 5124226677 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 WEST AVENUE UNIT 2601 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CLAY DAVIS | ||||||||
| 222 WEST AVENUE UNIT 2601 | AUSTIN | TX | 78701 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| MEREDITH DAVIS | ||||||||
| 222 WEST AVENUE UNIT 2601 | AUSTIN | TX | 78701 | SECRETARY | 0.10 | $0 | $0 | $0 |
| ALAYNA DAVIS | ||||||||
| 222 WEST AVENUE UNIT 2601 | AUSTIN | TX | 78701 | TREASURER | 0.10 | $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 | $370,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $398,663 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $398,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,980 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $392,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,634 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,634 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96 | TotalTaxAmt |
| Distributable Before Adj | $19,538 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,538 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,538 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $7,643 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,002 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,385 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,030 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,538 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,312 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,342 | 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 | $19,342 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,643 | ExcessFromYear3Amt |
| Excess From Year2 | $2,002 | ExcessFromYear2Amt |
| Excess From Year1 | $4,385 | ExcessFromYear1Amt |
| Excess From Current Year | $5,312 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAY DAVIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS FUND | |||||||
| PO BOX 17010 | BOULDER | CO | 80308 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| AFRICA NEW LIFE MINISTRIES | |||||||
| 7405 SW TECH CENTER DRIVE 144 | PORTLAND | OR | 97223 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $11,300 |
| AUSTIN PARKS FOUNDATION | |||||||
| 1023 SPRINGDALE RD STE 4B | AUSTIN | TX | 78721 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| AUSTIN PETS ALIVE | |||||||
| 1156 WEST CESAR CHAVEZ | AUSTIN | TX | 78703 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| AUSTIN ZOO | |||||||
| 10808 RAWHIDE TRAIL | AUSTIN | TX | 78736 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| BACK ON MY FEET | |||||||
| 100 SOUTH BROAD ST STE 2136 | PHILADELPHIA | PA | 19110 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| EXPLORE AUSTIN | |||||||
| 1111 W 24TH ST 201 | AUSTIN | TX | 78705 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| FOSTER ANGELS OF CENTRAL TEXAS | |||||||
| 101 WESTLAKE DRIVE SUITE 210 | AUSTIN | TX | 78746 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| FREE WHEELCHAIR MISSION | |||||||
| 15279 ALTON PARKWAY SUITE 300 | IRVINE | CA | 92618 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| GREATER AUSTIN PERFORMING ARTS CENTER DBA THE LONG CENTER | |||||||
| 701 W RIVERSIDE DRIVE | AUSTIN | TX | 78704 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| MISSION POSSIBLE OF AUSTIN | |||||||
| 1190 CHICON ST | AUSTIN | TX | 78702 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| MOBILE LOAVES AND FISHES | |||||||
| 9301 HOG EYE ROAD NO 950 | AUSTIN | TX | 78724 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| PELOTON U | |||||||
| 500 EAST ST JOHNS AVE SUITE 1460 | AUSTIN | TX | 78752 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| SHOAL CREEK CONSERVANCY | |||||||
| 707 RIO GRANDE ST SUITE A | AUSTIN | TX | 78701 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| TEXAS STATE HISTORY MUSEUM FOUNDATION | |||||||
| 1800 N CONGRESS AVE 4TH FL | AUSTIN | TX | 78701 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| THE REFUGE FOR DMST | |||||||
| PO BOX 90804 | AUSTIN | TX | 78709 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| THE TRAIL FOUNDATION | |||||||
| 515 CONGRESS AVE SUITE 1900 | AUSTIN | TX | 78701 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $750 |
| THE WOMEN'S BAKERY | |||||||
| 1031 33RD STREET SUITE 243 | DENVER | CO | 80205 | N/A | PC | TO FUND ORGANIZATION'S EXEMPT PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,850 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,864 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,714 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,714 | 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 | TAX PREPARATION FEE | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPM CORE BOND FD - USD - I ISIN | $66,719 | $55,858 |
| JPM CORE PL BOND FD - USD - I | $11,241 | $9,355 |
| JPM MANAGED INCOME FD - USD - L | $29,605 | $29,442 |
| JPM SH DURATION CORE PLUS | $51,890 | $47,079 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES SELECT DIVIDEND ETF | $35,048 | $43,416 |
| JPM EQ INC FD - CL I | $20,254 | $25,700 |
| JPM LARGE CAP GRWTH FD - CL I FUND | $65,912 | $48,814 |
| SPDR S&P 500 ETF TRUST | $78,538 | $81,840 |
| JPM EMG MKT EQ FD - CL I | $20,786 | $14,287 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $34 | $34 | $0 |
| EXCISE TAX | $122 | $0 | $0 |