HOLT ATHERTON EDUCATION FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOLT ATHERTON EDUCATION FOUNDATION (EIN 74-2087236)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-08-31
- IRS object ID
- 202332439349101563
- 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
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-31T15:25:48-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814756062 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLIE & COMPANY CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20742 STONE OAK PARKWAY SUITE 107 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782587478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742087236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLT ATHERTON EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLT | BusinessNameControlTxt |
| Phone | 2108672524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 WYCKHAM RISE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PARKER ATHERTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2108672524 | PhoneNum |
| Signature | 2023-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PARKER | PersonFirstNm |
| Person Last | ATHERTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD T COLLIE | PreparerPersonNm |
| PTIN | P01379718 | PTIN |
| Phone | 2108281505 | PhoneNum |
| Preparation | 2023-08-30 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $572,793 | 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 | $145 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $145 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $145 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $11,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,515 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,515 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,222 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $296,400 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,222 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $40,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,882 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,660 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,200 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,173 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,173 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,173 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $722 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $722 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $722 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,095 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,638 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,638 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,095 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,787 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,565 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,338 | CashBOYAmt |
| Cash EOY | $38,736 | CashEOYAmt |
| Cash EOYFMV | $38,736 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $66,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,164 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $399,848 | CorporateStockBOYAmt |
| Corporate Stock EOY | $315,923 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $459,137 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $320 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,832 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,756 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $421,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $430,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $572,793 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $231,307 | CapitalStockBOYAmt |
| Capital Stock EOY | $231,307 | CapitalStockEOYAmt |
| Retained Earning BOY | $190,199 | RetainedEarningBOYAmt |
| Retained Earning EOY | $199,348 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $421,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $430,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $421,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $430,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $421,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,149 | ExcessRevenueOverExpensesAmt |
| Subtotal | $430,655 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $430,655 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 71 SAP SE | P | 2018-10-31 | 2022-07-01 | $6,401 | $7,613 | -$1,212 | -$1,212 |
| 17 LAM RESEARCH CORP | P | 2020-04-23 | 2022-10-25 | $6,416 | $4,501 | $1,915 | $1,915 |
| 595 AT&T INC | P | 2022-04-11 | 2023-05-25 | $8,979 | $11,656 | -$2,677 | -$2,677 |
| 875 NINTENDO LTD | P | 2022-03-29 | 2023-06-28 | $9,929 | $11,698 | -$1,769 | -$1,769 |
| 47 INNOVATIVE INDUSTRIAL PRREIT | P | 2018-12-31 | 2022-07-19 | $4,198 | $9,357 | -$5,159 | -$5,159 |
| 83 ALPHABET INC | P | 2021-11-15 | 2022-10-28 | $7,988 | $12,311 | -$4,323 | -$4,323 |
| 25 AUTODESK INC | P | 2023-03-06 | 2023-06-28 | $5,125 | $5,203 | -$78 | -$78 |
| 558 UBS GROUP AG | P | 2020-01-10 | 2023-06-28 | $11,065 | $6,682 | $4,383 | $4,383 |
| .20 GLAXOSMITHKLINE PLC | P | 2018-05-11 | 2022-07-25 | $8 | $10 | -$2 | -$2 |
| 36 META PLATFORMS INC | P | 2022-07-29 | 2022-10-31 | $3,405 | $5,745 | -$2,340 | -$2,340 |
| 24 AUTODESK INC | P | 2023-03-07 | 2023-06-28 | $4,920 | $4,987 | -$67 | -$67 |
| 110 WEBSTER FINL CO | P | 2021-05-19 | 2023-06-28 | $4,116 | $6,249 | -$2,133 | -$2,133 |
| 215 INTERNTNL PAPER | P | 2018-12-31 | 2022-07-27 | $9,168 | $7,242 | $1,926 | $1,926 |
| 66 APPLE INC | P | 2018-12-31 | 2022-10-28 | $10,279 | $9,544 | $735 | $735 |
| 2 AUTODESK INC | P | 2022-09-06 | 2023-06-28 | $4,910 | $4,257 | $653 | $653 |
| 62 WEBSTER FINL CO | P | 2021-05-20 | 2023-06-28 | $2,320 | $3,500 | -$1,180 | -$1,180 |
| 84 WALMART INC | P | 2018-12-31 | 2022-07-27 | $10,603 | $8,605 | $1,998 | $1,998 |
| 36 MICROSOFT CORP | P | 2018-12-31 | 2022-10-28 | $8,495 | $5,085 | $3,410 | $3,410 |
| 245 COTERRA ENERGY INC | P | 2022-10-18 | 2023-06-28 | $6,008 | $7,207 | -$1,199 | -$1,199 |
| 106 WERNER ENTERPRISES | P | 2018-07-28 | 2023-06-28 | $4,707 | $4,164 | $543 | $543 |
| 314 HALEON PLC | P | 2018-12-31 | 2022-08-10 | $2,025 | $2,247 | -$222 | -$222 |
| 164 CITIGROUP INC | P | 2018-12-31 | 2022-12-05 | $7,466 | $9,696 | -$2,230 | -$2,230 |
| 184 COTERRA ENERGY INC | P | 2022-11-08 | 2023-06-28 | $4,512 | $5,341 | -$829 | -$829 |
| 69 WERNER ENTERPRISES | P | 2018-08-10 | 2023-06-28 | $3,064 | $2,577 | $487 | $487 |
| 22 S&P GLOBAL INC | P | 2020-12-07 | 2022-08-18 | $8,525 | $7,373 | $1,152 | $1,152 |
| .90 VITESSE ENERGY INC | P | 2020-04-28 | 2023-01-17 | $14 | $14 | $14 | |
| 95 NINTENDO LTD | P | 2022-08-18 | 2023-06-28 | $1,078 | $1,070 | $8 | $8 |
| 134 HP INC | P | 2018-12-31 | 2022-09-08 | $3,679 | $2,240 | $1,439 | $1,439 |
| 35 VITESSE ENERGY INC | P | 2018-12-31 | 2023-02-16 | $652 | $227 | $425 | $425 |
| 98 UBS GROUP AG | P | 2022-07-28 | 2023-06-28 | $1,943 | $1,522 | $421 | $421 |
| 10 LAM RESEARCH CORP | P | 2020-04-23 | 2022-09-08 | $4,348 | $2,648 | $1,700 | $1,700 |
| 41 UNITED THERAPEUTICS | P | 2022-06-13 | 2023-03-08 | $9,162 | $8,859 | $303 | $303 |
| 135 BOOZ ALLEN HAMILTON | P | 2021-06-16 | 2023-06-28 | $14,646 | $11,840 | $2,806 | $2,806 |
| 52 NUTRIEN LTD | P | 2020-10-27 | 2022-09-08 | $4,737 | $2,111 | $2,626 | $2,626 |
| 214 VERIZON COMMUNICATION | P | 2018-12-31 | 2023-03-06 | $8,173 | $8,903 | -$730 | -$730 |
| 31 GARMIN LTD | P | 2021-07-27 | 2023-06-28 | $3,169 | $4,706 | -$1,537 | -$1,537 |
| 31 APPLE INC | P | 2018-12-31 | 2022-09-12 | $5,063 | $4,521 | $542 | $542 |
| 35 LOWES COMPANY INC | P | 2018-12-31 | 2023-03-21 | $6,867 | $3,409 | $3,458 | $3,458 |
| 37 GARMIN LTD | P | 2021-08-20 | 2023-06-28 | $3,782 | $6,313 | -$2,531 | -$2,531 |
| 110 JEFFERIES FINL | P | 2018-10-26 | 2022-09-12 | $3,740 | $2,245 | $1,495 | $1,495 |
| 103 PULTEGROUP INC | P | 2019-09-06 | 2023-04-25 | $6,687 | $3,573 | $3,114 | $3,114 |
| 259 INTERPUBLIC GRP COS | P | 2019-07-12 | 2023-06-28 | $10,075 | $6,126 | $3,949 | $3,949 |
| 10 LILLY ELI & CO | P | 2021-04-16 | 2022-09-12 | $3,168 | $1,896 | $1,272 | $1,272 |
| 108 RAMBUS INC | P | 2022-11-04 | 2023-05-24 | $6,167 | $3,788 | $2,379 | $2,379 |
| 72 INTERPUBLIC GRP COS | P | 2019-10-14 | 2023-06-28 | $2,801 | $1,468 | $1,333 | $1,333 |
| 25 MICROSOFT CORP | P | 2018-12-31 | 2022-09-12 | $6,653 | $4,543 | $2,110 | $2,110 |
| 19 LILLY ELI & CO | P | 2021-04-16 | 2023-05-04 | $8,160 | $3,603 | $4,557 | $4,557 |
| 238 KROGER CO | P | 2017-12-14 | 2023-06-28 | $11,120 | $6,309 | $4,811 | $4,811 |
| 19 ADOBE INC | P | 2016-02-03 | 2022-10-18 | $5,522 | $1,674 | $3,848 | $3,848 |
| 73 JACOBS SOLUTIONS INC | P | 2018-12-31 | 2023-05-09 | $8,680 | $9,850 | -$1,170 | -$1,170 |
| 36 KROGER CO | P | 2019-10-16 | 2023-06-28 | $1,682 | $884 | $798 | $798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,222 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,072 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $511 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $511 | SubtotalAmt |
| Tax Based On Investment Income | $511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $555 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $555 | TotalPaymentsAndCreditsAmt |
| Overpayment | $44 | OverpaymentAmt |
| Applied To ES Tax | $44 | AppliedToESTaxAmt |
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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | PARKER ATHERTON | IndividualWithBooksNm |
| Phone | 7135483030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 MORNINGSIDE DR | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | 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 |
|---|---|---|---|---|---|---|---|---|
| PARKER ATHERTON | ||||||||
| 511 MORNINGSIDE DR | SAN ANTONIO | TX | 78209 | TREASURER | 0.50 | $0 | $0 | $0 |
| GEARY ATHERTON | ||||||||
| 134 WYCKHAM RISE | SAN ANTONIO | TX | 78209 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| PETER ATHERTON | ||||||||
| 5911 CAMINO SECO | AUSTIN | TX | 78731 | TRUSTEE | 0.50 | $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 |
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 | $494,657 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $537,649 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $537,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $529,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $511 | TotalTaxAmt |
| Distributable Before Adj | $25,968 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,968 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,968 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,638 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $27,638 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,518 | UndistributedIncomePYAmt |
| Qualifying Distributions | $27,638 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,518 | AppliedToYear1Amt |
| Applied To Current Year | $120 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $25,848 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEARY ATHERTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 WYCKHAM RISE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2108672524 | RecipientPhoneNum |
| Form And Info And Materials | A GRANT REQUEST FROM AN ORGANIZATION SHOULD BE SUBMITTED IN THE FOLLOWING MANNER: 1) THE REQUEST FOR THE GRANT FROM THE ORGANIZATION SHOULD BE RECEIVED ON THE ORGANIZATION LETTERHEAD. 2) THE LETTER SHOULD CONTAIN THE FOLLOWING INFORMATION: A) A NON-TECHNICAL DESCRIPTION RELATED TO THE DESIRED USE OF THE GRANT B) BUDGET INDICATING THE SPECIFIC GRANT AMOUNT REQUESTED C) A COPY OF THE ORGANIZATION'S EXEMPTION LETTER FROM THE IRS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| TEXAS BIOMEDICAL FORUM | ||||||||
| PO BOX 6648 | SAN ANTONIO | TX | 78209 | NONE | TAX EXEMPT | GENERAL FUNDS | $4,000 | |
| LEAD | ||||||||
| PO BOX 25112 | HOUSTON | TX | 77265 | NONE | TAX EXEMPT | GENERAL FUNDS | $2,500 | |
| MCNAY ART | ||||||||
| 6000 N NEW BRAUNFELS AVE | SAN ANTONIO | TX | 78209 | NONE | TAX EXEMPT | GENERAL FUNDS | $438 | |
| JDRF SOUTHERN TEXAS | ||||||||
| 1776 YORKTOWN SUITE 560 | HOUSTON | TX | 77056 | NONE | TAX EXEMPT | GENERAL FUNDS | $2,500 | |
| THE WITTE MUSEUM | ||||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,250 | |
| BRIGHTON CENTER | ||||||||
| 14207 HIGGINS RD | SAN ANTONIO | TX | 78217 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | |
| ROCKPORT CENTER FOR THE ARTS | ||||||||
| 106 S AUSTIN ST | ROCKPORT | TX | 78382 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | |
| MIND SCIENCE FOUNDATION | ||||||||
| 4007 MCCULLOUGH AVE | SAN ANTONIO | TX | 78212 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,250 | |
| WORLD AFFAIRS COUNCIL OF SA | ||||||||
| 84 NE LOOP 410 SUITE 119 | SAN ANTONIO | TX | 78216 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | |
| SAN ANTONIO AFTER SCHOOL ALLSTARS | ||||||||
| 1730 RHODE ISLAND AVE NE | WASHINGTON | DC | 20036 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | STE 600 |
| FAMILY VIOLENCE PREVENTION SERVICES | ||||||||
| 7911 BROADWAY | SAN ANTONIO | TX | 78209 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | |
| SAINT MARYS HALL | ||||||||
| 9401 STARCREST DRIVE | SAN ANTONIO | TX | 78217 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | |
| ARBORETUM SAN ANTONIO | ||||||||
| 2201 BUENA VISTA ST | SAN ANTONIO | TX | 78207 | NON | TAX EXEMPT | GENERAL FUNDS | $1,000 | |
| HILL COUNTRY ALLIANCE | ||||||||
| PO BOX 151675 | AUSTIN | TX | 78715 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | |
| AUSTIN COMMUNITY FOUNDATION | ||||||||
| 4315 GUADALUPE STREET | AUSTIN | TX | 78751 | NONE | TAX EXEMPT | SUPERHERO KIDS | $1,000 | STE 300 |
| AUSTIN FILM SOCIETY | ||||||||
| 1901 E 51ST ST | AUSTIN | TX | 78723 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | |
| CLASSIC LEAR JET FOUNDATION | ||||||||
| 626 S TYLER 75623 | WITCHITA | KS | 67209 | NONE | TAX EXEMPT | IN HONOR OF HOLT ATHERTON | $1,500 | |
| DELL CHILDREN'S FOUNDATION | ||||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | NONE | TAX EXEMPT | GRACE GREGO MAXWELL MENTAL HEALTH | $1,500 | |
| GIRLS EMPOWERMENT NETWORK | ||||||||
| PO BOX 3122 | AUSTIN | TX | 78764 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | |
| HIGHLAND PARK ELEMENTARY PTA | ||||||||
| 4900 FAIRVIEW DR | AUSTIN | TX | 78731 | NONE | TAX EXEMPT | FALL 2023 SPONSORSHIP | $1,000 | |
| LAMAR MIDDLE SCHOOL DANCE GUILD | ||||||||
| 6201 WYNONA AVE | AUSTIN | TX | 78757 | NONE | TAX EXEMPT | AMBASSADOR LEVEL SUPPORT | $1,000 | |
| LOUISE BATZ PATIENT SAFETY | ||||||||
| 7000 JUNEBERRY COVE | AUSTIN | TX | 78750 | NONE | TAX EXEMPT | 2023/2024 EVENTS | $700 | |
| THE SETTLEMENT HOME FOR CHILDREN | ||||||||
| 1600 PAYTON GIN RD | AUSTIN | TX | 78758 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | |
| THE TRAIL CONSERVANCY | ||||||||
| PO BOX 6332 | AUSTIN | TX | 78762 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,638 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,515 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,222 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,882 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,882 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,200 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $315,923 | EOYBookValueAmt |
| EOYFMV | $459,137 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| PUBLIC STORAGE REIT | $9,832 | $8,756 | |
| PRIOR YEAR TAX OVERPAYMENT | $320 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,173 | Amt |
| Net Investment Income | $2,173 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,173 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $167 | $167 | $167 |
| INCOME TAX EXPENSE | $555 | $555 | $555 |