INMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INMAN FOUNDATION (EIN 74-2833552)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-24
- IRS object ID
- 202342059349100729
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-24T13:55:09-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742900215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL LOCKE & RITTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVENUE SUITE 1100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787019682 | 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 | 742833552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INMA | BusinessNameControlTxt |
| Phone | 5123703200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 RIVA RIDGE RD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOBBY INMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5123703200 | PhoneNum |
| Signature | 2023-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BOBBY | PersonFirstNm |
| Person Last | INMAN | 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 | DANA MCCARTNEY | PreparerPersonNm |
| PTIN | P01302365 | PTIN |
| Phone | 5123703200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $2,641,234 | 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 | $4,887 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,887 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,772 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,564,238 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,272 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $207,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $207,931 | 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 | $8,803 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,934 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,869 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,277 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,277 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $949 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,029 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,230 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,869 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,070 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,230 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,939 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,832 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $173,701 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $140,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $211,230 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $211,230 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $359,058 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $359,606 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,955,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,585,028 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,051,321 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $41,180 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,245 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,077 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,137,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,175,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,641,234 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,952,433 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,952,433 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,814,797 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,776,872 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,137,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,175,561 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,137,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,175,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,137,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,832 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,093 | OtherIncreasesAmt |
| Subtotal | $2,175,561 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,175,561 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - H857 | P | $418,255 | $295,535 | $122,720 | $122,720 |
| PUBLICLY TRADED SECURITIES - 9845 | P | $3,145,983 | $3,117,431 | $28,552 | $28,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,272 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,414 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,414 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,414 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $755 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,165 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $43 | EsPenaltyAmt |
| Overpayment | $463 | OverpaymentAmt |
| Applied To ES Tax | $463 | 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 | BOBBY R INMAN | IndividualWithBooksNm |
| Phone | 5123703200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 RIVA RIDGE RD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BOBBY R INMAN | ||||||||
| 3200 RIVA RIDGE RD | AUSTIN | TX | 78746 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| THOMAS C INMAN | ||||||||
| 3200 RIVA RIDGE RD | AUSTIN | TX | 78746 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| WILLIAM C INMAN | ||||||||
| 3200 RIVA RIDGE RD | AUSTIN | TX | 78746 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| NANCY INMAN | ||||||||
| 3200 RIVA RIDGE RD | AUSTIN | TX | 78746 | SECRETARY | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | 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 | $2,265,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $436,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,702,554 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,702,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,662,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,414 | TotalTaxAmt |
| Distributable Before Adj | $130,687 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,687 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,687 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,939 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $135,939 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,687 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $130,002 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,939 | QualifyingDistributionsAmt |
| Applied To Year1 | $130,002 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,937 | 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 | $124,750 | 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) |
|---|---|---|
| Contributing Manager | BOBBY R INMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN COMMUNITY FOUNDATION | |||||||
| 4315 GUADALUPE ST STE 300 | AUSTIN | TX | 78751 | NONE | EXEMPT | CONTRIBUTION TO THE LEGACY OF GIVING FUND | $1,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 EAST CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | EXEMPT | ART EXHIBITION & EDUCATION | $2,500 |
| CARITAS OF AUSTIN | |||||||
| 611 NECHES ST | AUSTIN | TX | 78701 | NONE | EXEMPT | PROVIDE ASSISTANCE TO THE NEEDY AND HOMELESS | $2,370 |
| CENTER FOR EXCELLENCE IN EDUCATION | |||||||
| 7918 JONES BRANCH DR STE 700 | MCLEAN | VA | 22102 | NONE | EXEMPT | EDUCATION | $5,000 |
| CENTRAL TEXAS FOOD BANK | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | NONE | EXEMPT | TO NOURISH HUNGRY PEOPLE AND LEAD THE COMMUNITY IN THE FIGHT AGAINST HUNGER | $12,500 |
| CLAREMONT GRADUATE UNIVERSITY | |||||||
| 150 EAST TENTH STREET | CLAREMONT | CA | 91711 | NONE | EXEMPT | EDUCATION | $2,000 |
| COMMUNITIES IN SCHOOLS | |||||||
| PO BOX 18051 | AUSTIN | TX | 78760 | NONE | EXEMPT | DROPOUT PREVENTION PROGRAM | $500 |
| COUNCIL ON AT-RISK YOUTH | |||||||
| 3710 CEDAR STREET BOX 23 | AUSTIN | TX | 78705 | NONE | EXEMPT | HELPING YOUTH PROMOTE SAFE SCHOOLS AND SAFE COMMUNITIES | $500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE STE 1100N | BETHESDA | MD | 20814 | NONE | EXEMPT | FUND LIFESAVING RESEARCH & WORK TO PROVIDE ACCESS TO QUALITY CARE & TREATMENT FOR CF | $5,000 |
| FRIENDS OF FORD | |||||||
| 303 PEARL STREET NW | GRAND RAPIDS | MI | 49504 | NONE | EXEMPT | MAKE POSSIBLE OTHER ACTIVITIES COMPLIMENTING THE GERALD R FORD MUSEUM | $1,000 |
| LBJ FOUNDATION | |||||||
| 2313 RED RIVER STREET | AUSTIN | TX | 78705 | NONE | EXEMPT | ASSIST IN PREPARING THE NEXT GENERATION OF LEADERS | $2,500 |
| NAVAL AVIATION MUSEUM FOUNDATION | |||||||
| 1750 RADFOR BOULEVARD SUITE B | PENSACOLA | FL | 32508 | NONE | EXEMPT | DISPLAY HISTORIC NAVAL AVIATION & EDUCATE | $1,000 |
| RAINFOREST PARTNERSHIP | |||||||
| PO BOX 49268 | AUSTIN | TX | 78765 | NONE | EXEMPT | PROTECT AND REGENERATE TROPICAL RAINFORESTS | $2,500 |
| RONALD REAGAN PRESIDENTIAL FOUNDATION & INSTITUTE | |||||||
| 40 PRESIDENTIAL DRIVE STE 200 | SIMI VALLEY | CA | 93065 | NONE | EXEMPT | EDUCATION | $5,000 |
| SAINT JAMES SCHOOL | |||||||
| 1941 WEBBERVILLE RD | AUSTIN | TX | 78702 | NONE | EXEMPT | EDUCATION | $11,000 |
| SAMARITAN CENTER | |||||||
| 8956 RESEARCH BLVD BLDG 2 | AUSTIN | TX | 78758 | NONE | EXEMPT | TO PROVIDE MENTAL HEALTH AND WELL-BEING SERVICES TO THE MOST VULNERABLE IN OUR COMMUNITY | $2,500 |
| SOUTHWESTERN UNIVERSITY | |||||||
| PO BOX 770 | GEORGETOWN | TX | 78627 | NONE | EXEMPT | EDUCATION | $1,000 |
| THE KEY TO CHANGE | |||||||
| PO BOX 16787 | SEATTLE | WA | 98116 | NONE | EXEMPT | MUSIC AND EDUCATION | $5,000 |
| THE RAND CORPORATION | |||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 90401 | NONE | EXEMPT | RESEARCH | $1,000 |
| THE TEXAS TRIBUNE | |||||||
| 919 CONGRESS AVE SIXTH FLOOR | AUSTIN | TX | 78701 | NONE | EXEMPT | PUBLIC SERVICE JOURNALISM | $9,200 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | NONE | EXEMPT | EDUCATION | $52,000 |
| ZACH THEATRE CAPITAL CAMPAIGN | |||||||
| 202 S LAMAR BLVD | AUSTIN | TX | 78704 | NONE | EXEMPT | FOSTERING ARTISTIC EDUCATION & EXPRESSION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,070 | 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 | $4,887 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $151,272 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $207,931 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $207,931 | 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 | $8,803 | Amt |
| Net Investment Income | $2,934 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,869 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $22,079 | $20,970 |
| ABBVIE INCORPORATED | $35,055 | $48,483 |
| ACCENTURE PLC IRELAND SHS CLASS A | $13,447 | $19,746 |
| AMEREN CORPORATION | $11,696 | $14,227 |
| AMERICAN ELEC PWR COMPANY INCORPORATED | $15,479 | $16,901 |
| ANALOG DEVICES INC | $21,182 | $26,901 |
| AUTOMATIC DATA PROCESSING INCORPORATED | $12,997 | $19,348 |
| AVERY DENNISON CORPORATION | $8,769 | $12,489 |
| BANK AMER CORPORATION | $36,673 | $42,692 |
| BECTON DICKINSON & COMPANY | $27,068 | $27,464 |
| BLACKROCK INCORPORATED | $16,380 | $23,385 |
| BLACKSTONE INCORPORATED | $6,348 | $6,232 |
| BOOZ ALLEN HAMILTON HLDG CORPORATION CLASS A | $7,927 | $8,884 |
| BRISTOL MYERS SQUIBB | $11,499 | $16,980 |
| BROADCOM INCORPORATED | $23,466 | $45,290 |
| CHEVRON CORPORATION NEW | $33,715 | $52,770 |
| CHUBB LIMITED | $21,924 | $33,090 |
| CIGNA CORPORATON NEW | $20,740 | $22,200 |
| CISCO SYSTEMS INCORPORATED | $34,477 | $46,116 |
| CME GROUP INCORPORATED | $22,206 | $18,834 |
| CMS ENERGY CORPORATION | $9,194 | $10,449 |
| COCA COLA COMPANY | $26,778 | $31,233 |
| COMCAST CORPORATION | $46,888 | $41,404 |
| CONOCOPHILLIPS | $9,443 | $18,290 |
| CUMMINS INCORPORATED | $15,110 | $18,899 |
| DEERE & COMPANY | $6,726 | $20,580 |
| DTE ENERGY COMPANY | $4,747 | $7,875 |
| EATON CORPORATION PLC SHS | $11,538 | $18,991 |
| ELECTRONIC ARTS INCORPORATED | $9,481 | $9,897 |
| ELEVANCE HEALTH INCORPORATED | $25,334 | $28,726 |
| ENTERGY CORPORATION NEW | $10,838 | $10,800 |
| EOG RES INCORPORATED | $16,020 | $31,991 |
| EVERSOURCE ENERGY | $10,610 | $12,073 |
| EXXON MOBIL CORPORATION | $25,673 | $42,907 |
| FIRST TR MORNINGSTAR DIV LEADR | $35,579 | $34,476 |
| HOME DEPOT INCORPORATED | $29,531 | $46,116 |
| HONEYWELL INTERNATIONAL | $18,493 | $38,360 |
| INTERNATIONAL BUSINESS | $28,377 | $30,291 |
| JOHNSON & JOHNSON | $49,261 | $66,597 |
| JPMORGAN CHASE & COMPANY | $50,460 | $59,406 |
| KLA-TENCOR CORPORATION | $11,803 | $30,916 |
| LAM RESEARCH | $17,054 | $21,856 |
| LILLY ELI & COMPANY | $6,107 | $15,731 |
| LINDLE PLC SHS | $19,692 | $23,159 |
| LOCKHEED MARTIN | $19,388 | $25,784 |
| MARSH & MCLENNAN | $21,741 | $35,082 |
| MCDONALDS CORPORATION | $23,280 | $28,198 |
| MEDTRONIC PLC SHS | $32,038 | $26,269 |
| MERCK & COMPANY | $33,387 | $47,265 |
| MICROCHIP TECHNOLOGY INCORPORATED | $21,516 | $22,480 |
| MICROSOFT CORPORATION | $29,029 | $49,643 |
| MONDELEZ INTERNATIONAL INC | $21,200 | $24,261 |
| MORGAN STANLEY COM NEW | $17,163 | $14,198 |
| NEXTERA ENERGY CORP | $11,267 | $19,061 |
| NIKE | $6,939 | $8,893 |
| NORTHERN TR CORPORATION | $17,902 | $17,344 |
| NORTHROP GRUMAN CORPORATION | $30,069 | $45,286 |
| PACKAGING CORPORATION | $3,640 | $5,244 |
| PARKER HANNIFIN CORPORATION | $14,107 | $22,116 |
| PEPSICO INCORPORATED | $16,901 | $23,847 |
| PHILIP MORRIS | $21,144 | $26,214 |
| PNC FINL SVCS GROUP INCORPORATED | $21,689 | $26,534 |
| PPG INDUSTRIES | $16,860 | $14,837 |
| PROCTER AND GAMBLE | $36,039 | $48,348 |
| TARGET | $15,206 | $19,226 |
| TEXAS INSTRS INCORPORATED | $17,175 | $26,931 |
| TRUIST FINL CORPORATION | $10,775 | $19,667 |
| UNION PACIFIC CORPORATION | $27,725 | $34,374 |
| UNITED PARCEL SERVICE | $35,576 | $38,419 |
| UNITEDHEALTH GROUP | $26,443 | $38,173 |
| US BANCORP DEL COM NEW | $27,942 | $25,774 |
| VALERO ENERGY CORPORATION | $11,718 | $18,775 |
| VERIZON COMMUNICATIONS INC | $23,304 | $15,366 |
| WALMART INCORPORATED | $12,089 | $15,739 |
| WASTE MGMT INCORPORATED DEL | $17,062 | $24,473 |
| WEC ENERGY GROUP | $13,023 | $15,189 |
| WELLS FARGO COMPANY | $21,532 | $19,282 |
| XCEL ENERGY INCORPORATED | $12,295 | $15,004 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $359,058 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $359,606 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AVALONBAY COMNTYS INCORPORATED REIT | AT COST | $14,017 | $9,853 |
| CROWN CASTLE | AT COST | $6,228 | $9,224 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $19 | $19 | $0 |
| NONDEDUCTIBLE EXPENSE | $930 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE RETURN ON INVESTMENT | Desc |
| Amt | $1,093 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $31,277 | Amt |
| Net Investment Income | $31,277 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |