LBJ FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LBJ FAMILY FOUNDATION (EIN 74-2715123)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-26
- IRS object ID
- 202332699349100908
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-26T15:46:35-05:00 | 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 | 742715123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LBJ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LBJF | BusinessNameControlTxt |
| Phone | 5124575000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 N LAMAR BLVD STE 200 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78756 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLYN WAHL | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 5124575000 | PhoneNum |
| Signature | 2023-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLYN | PersonFirstNm |
| Person Last | WAHL | 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 | $2,895,277 | 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 |
| Dividends Rev And Expnss | $75,738 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,738 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $141,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $125,864 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,864 | 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 | $4,490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,245 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,245 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,973 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,973 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,094 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,844 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,062 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,062 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,802 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,683 | CashBOYAmt |
| Cash EOY | $23,870 | CashEOYAmt |
| Cash EOYFMV | $23,870 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $261,937 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $221,802 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $221,802 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,031,575 | CorporateStockBOYAmt |
| Corporate Stock EOY | $996,432 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,588,904 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,093,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,110,002 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,060,701 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,403,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,352,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,895,277 | 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 | $2,403,374 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,352,106 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,403,374 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,352,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,403,374 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,352,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,403,374 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,268 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,352,106 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,352,106 | 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 | P | $139,257 | $91,024 | $48,233 | $48,233 |
| CAPITAL GAINS DIVIDENDS | P | $1,893 | $1,893 | $1,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,126 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,346 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,346 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,346 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,595 | 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 | $3,595 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,249 | OverpaymentAmt |
| Applied To ES Tax | $2,249 | 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 | WILLYN WAHL | IndividualWithBooksNm |
| Phone | 5124575015 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 N LAMAR BLVD STE 200 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78756 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| LUCI BAINES JOHNSON | ||||||||
| 3800 N LAMAR BLVD STE 200 | AUSTIN | TX | 78756 | PRESIDENT/TRUSTEE | 0.10 | $0 | $0 | $0 |
| PATRICK LYNDON NUGENT | ||||||||
| 3800 N LAMAR BLVD STE 200 | AUSTIN | TX | 78756 | VP/TRUSTEE | 0.10 | $0 | $0 | $0 |
| NICOLE MARIE NUGENT COVERT | ||||||||
| 3800 N LAMAR BLVD STE 200 | AUSTIN | TX | 78756 | VP/TRUSTEE | 0.10 | $0 | $0 | $0 |
| WILLYN WAHL | ||||||||
| 3800 N LAMAR BLVD STE 200 | AUSTIN | TX | 78756 | SECRETARY/TREASURER/TRUSTEE | 0.10 | $0 | $0 | $0 |
| REBEKAH MCINTOSH | ||||||||
| 3800 N LAMAR BLVD STE 200 | AUSTIN | TX | 78756 | VP/TRUSTEE | 0.10 | $0 | $0 | $0 |
| CLAUDIA TAYLOR BROD | ||||||||
| 3800 N LAMAR BLVD STE 200 | AUSTIN | TX | 78756 | VP/TRUSTEE | 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 | $2,816,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $321,492 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,138,205 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,138,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,091,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $154,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $154,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,346 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,346 | TotalTaxAmt |
| Distributable Before Adj | $153,211 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,211 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $153,211 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $142,820 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,211 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,659 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $8,459 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $735 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $10,853 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $142,820 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,391 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,391 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $462 | 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 | $462 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $462 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INDEPENDENT FOUNDATION | ||||||||||||
| 800 MARINE AVE SW NO 5TH FLOOR | WASHINGTON | DC | 20024 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |||||
| AMFAR | ||||||||||||
| 120 WALL ST 13TH FL | NEW YORK | NY | 10005 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |||||
| AUSTIN HIGH | ||||||||||||
| 1715 WEST CESAR CHAVEZ ST | AUSTIN | TX | 78703 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $2,573 | |||||
| BOSTON UNIVERSITY | ||||||||||||
| 595 COMMONWEALTH AVE STE 700 | BOSTON | MA | 02215 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $7,025 | |||||
| CAPE ELEUTHERA FOUNDATION ISLAND SCHOOL | ||||||||||||
| PO BOX 842484 | BOSTON | MA | 02284 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |||||
| CENTRAL TEXAS FOOD BANK | ||||||||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |||||
| COLLEGE AXIS PROJECT INC | ||||||||||||
| 1 HAZEL RD | HOPKINTON | MA | 01748 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |||||
| DELL CHILDREN'S MEDICAL CENTER FOUNDATION | ||||||||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |||||
| FRIENDS OF THE HOSPITAL FOR SICK CHILDREN | ||||||||||||
| 17251 I ST NW STE 300 | WASHINGTON | DC | 20006 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |||||
| FRIENDS OF THE LBJ NATIONAL HISTORICAL PARK | ||||||||||||
| PO BOX 1831 100 LADY BIRD LANE | JOHNSON CITY | TX | 78636 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |||||
| FRISBE | ||||||||||||
| 117 E LOUISA ST 533 | SEATTLE | WA | 98102 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |||||
| LADY BIRD JOHNSON WILDFLOWER CENTER | ||||||||||||
| 4801 LA CROSSE AVE | AUSTIN | TX | 78739 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |||||
| MD ANDERSON | ||||||||||||
| 1515 HOLCOMBE BLVD BOX 541 | HOUSTON | TX | 77030 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |||||
| MIAMI COUNTRY DAY SCHOOL | ||||||||||||
| 601 NE 107TH ST | MIAMI | FL | 33161 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $25,000 | |||||
| PEDIATRIC ONCOLOGY GROUP OF ONTARIO | ||||||||||||
| N/A | NC | POGO FINANCIAL ASSISTANCE PROGRAM | $7,500 | 480 UNIVERSITY AVE STE 1014 | TORONTO | ONTARIO | CA | M5G 1V2 | ||||
| PLAYING FOR CHANGE FOUNDATION | ||||||||||||
| 171 PIER AVE 271 | SANTA MONICA | CA | 90405 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |||||
| QUEEN'S UNIVERSITY US FOUNDATION | ||||||||||||
| 5614 CONNECTICUT NW BOX 130 | WASHINGTON | DC | 20015 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $3,525 | |||||
| SALVATION ARMY USA | ||||||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |||||
| SAN ANTONIO FOOD BANK | ||||||||||||
| 5200 ENRIQUE M BARRERA PKWY | SAN ANTONIO | TX | 78227 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |||||
| SETON DEVELOPMENT BOARD | ||||||||||||
| 1201 W 38TH ST | AUSTIN | TX | 78705 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $2,000 | |||||
| ST EDWARD'S UNIVERSITY | ||||||||||||
| 3001 S CONGRESS | AUSTIN | TX | 78704 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $5,952 | |||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $3,000 | |||||
| ST LAWRENCE UNIVERSITY | ||||||||||||
| 23 ROMODA DR | CANTON | NY | 13617 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $15,000 | |||||
| TEXAS STATE UNIVERSITY | ||||||||||||
| 601 UNIVERSITY DR JC KELLAM RM 960 | SAN MARCOS | TX | 78666 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |||||
| TRINITY EPISCOPAL SCHOOL | ||||||||||||
| 3901 BEE CAVE RD | AUSTIN | TX | 78746 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |||||
| UNIVERSITY OF MIAMI | ||||||||||||
| 4600 RICKENBACKER CSWY | MIAMI | FL | 33149 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |||||
| USC ANNENBERG SCHOOL FOR COMMUNICATION | ||||||||||||
| 3502 WATT WAY STE 304 | LOS ANGELES | CA | 90089 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |||||
| WORLD WILDILFE FUND | ||||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,575 | 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 | $75,738 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,126 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,864 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,864 | 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 | RETURN PREPARATION | CategoryTxt |
| Amt | $4,490 | Amt |
| Net Investment Income | $2,245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,245 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PEDIATRIC ONCOLOGY GROUP OF ONTARIO | |||||||||||
| 480 UNIVERSITY AVE STE 1014 | TORONTO | CA | M5G IV2 | 2022-08-19 | $7,500 | THE PURPOSE OF THE GRANT WAS TO PROVIDE FOR GENERAL PROGRAM COSTS OF THE PEDIATRIC ONCOLOGY GROUP OF ONTARIO IN FURTHERANCE OF ITS CHARITABLE OBJECTIVES TO SUPPORT FAMILIES THAT HAVE CHILDREN WITH CANCER. | $7,500 | NONE | 3/31/23 | 2023-03-31 | GRANT REPORTS SUPPORTED GRANTEE'S USE OF FUNDS IN ACCORDANCE WITH GRANT TERMS. NO SEPARATE VERIFICATION APART FROM THESE REPORTS WAS DEEMED NECESSARY. |
| PEDIATRIC ONCOLOGY GROUP OF ONTARIO | |||||||||||
| 480 UNIVERSITY AVE STE 1014 | TORONTO | CA | M5G IV2 | 2021-02-28 | $19,691 | THE PURPOSE OF THE GRANT WAS TO PROVIDE FOR GENERAL PROGRAM COSTS OF THE PEDIATRIC ONCOLOGY GROUP OF ONTARIO IN FURTHERANCE OF ITS CHARITABLE OBJECTIVES TO SUPPORT FAMILIES THAT HAVE CHILDREN WITH CANCER. | $19,691 | NONE | 2/18/22 | 2022-02-18 | GRANT REPORTS SUPPORTED GRANTEE'S USE OF FUNDS IN ACCORDANCE WITH GRANT TERMS. NO SEPARATE VERIFICATION APART FROM THESE REPORTS WAS DEEMED NECESSARY. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL MIDCAP VALUE EFT | $104,150 | $174,504 |
| ISHARES RUSSELL MIDCAP GROWTH EFT | $72,720 | $154,026 |
| ISHARES RUSSELL 1000 VALUE EFT | $237,812 | $391,509 |
| ISHARES RUSSELL 1000 GROWTH EFT | $139,306 | $371,674 |
| ISHARES RUSSELL 2000 VALUE EFT | $96,149 | $144,186 |
| ISHARES RUSSELL 2000 GROWTH EFT | $64,471 | $110,798 |
| SPDR FTSE INTL GOVT INF PROT EFT | $135,547 | $103,926 |
| VANGUARD INTL EQUITY INDEX FUND EFT | $146,277 | $138,281 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY INTL INDEX FUND | AT COST | $414,685 | $423,164 |
| DFA INTL SMALL COMPANY PORT | AT COST | $173,282 | $161,148 |
| FID SHORT TERM TREASURY BOND INDEX | AT COST | $249,837 | $234,580 |
| VANGUARD INFLAT PROT SEC ADM | AT COST | $232,930 | $209,750 |
| FIDELITY INFLAT PROT BD INDEX FUND | AT COST | $39,268 | $32,059 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $24,973 | Amt |
| Net Investment Income | $24,973 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,844 | $1,844 | $0 |
| FEDERAL EXCISE TAX | $5,250 | $0 | $0 |