SOOCH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOOCH FOUNDATION (EIN 20-0399480)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349100608
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T01:08:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472401640 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DURBIN BENNETT TAX ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CONGRESS AVENUE STE 1600 | 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 | 200399480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOOCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOOC | BusinessNameControlTxt |
| Phone | 5124725747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 WEST 7TH STREET 2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN PIETRUSZYNSKI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5124725747 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | ELLEN PIETRUSZYNSKI | 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 | STEPHANIE S TODD | PreparerPersonNm |
| PTIN | P00175982 | PTIN |
| Phone | 5124394800 | 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 | $13,728,386 | 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 | $309,948 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $309,948 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$895,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,840,415 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,405 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,405 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$567,949 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $327,353 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $64,233 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $64,233 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $78,347 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,827 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,520 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,251 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,024 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,227 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,029 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,266 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,763 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $234,860 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $121,743 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $695,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $695,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $929,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $816,743 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,497,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $269,236 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $755,133 | CashBOYAmt |
| Cash EOY | $176,951 | CashEOYAmt |
| Cash EOYFMV | $176,951 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,520,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,430,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,430,345 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,991,409 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,089,043 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,089,043 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,127,238 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,032,047 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,032,047 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,670 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,670 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $16,394,043 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,728,386 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,728,386 | 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 | $16,394,043 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,728,386 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,394,043 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,728,386 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,394,043 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,728,386 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,394,043 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,497,809 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,896,234 | SubtotalAmt |
| Other Decreases | $1,167,848 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,728,386 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 32,661.9280 SHS AMERICAN BEACON SHAPIRO EQUITY OPPSY: SHXYX | P | 2021-07-08 | 2022-06-09 | $479,794 | $528,480 | -$48,686 | -$48,686 |
| 37,308.6680 SHS ARTISAN INTERNATIONAL SMALL-MID INSTL APHJX | P | 2021-07-08 | 2022-04-28 | $629,387 | $809,235 | -$179,848 | -$179,848 |
| 844.0320 SHS ARTISAN INTERNATIONAL VALUE INSTL APHKX | P | 2021-07-08 | 2022-06-09 | $32,941 | $38,160 | -$5,219 | -$5,219 |
| 11,614.7250 SHS BROWN ADVISORY SUSTAINABLE GROWTH I: BAFWX | P | 2021-07-08 | 2022-04-28 | $460,398 | $528,480 | -$68,082 | -$68,082 |
| 17,629.0510 SHS DELAWARE EMERGING MARKETS INSTL: DEMIX | P | 2021-07-08 | 2022-04-28 | $347,106 | $462,420 | -$115,314 | -$115,314 |
| 15,527.9500 SHS DODGE & COX INCOME I: DODIX | P | 2021-07-08 | 2022-06-01 | $199,990 | $223,759 | -$23,769 | -$23,769 |
| 8,260.7810 SHS DODGE & COX INCOME I: DODIX | P | 2021-07-08 | 2022-06-09 | $105,728 | $119,039 | -$13,311 | -$13,311 |
| 979 SHS ISHARES MSCI EAFE ETF:EFA | P | 2021-07-08 | 2022-06-09 | $65,719 | $76,469 | -$10,750 | -$10,750 |
| 1,200 SHS ISHARES MSCI EAFE SMALL CAP ETF:SCZ | P | 2022-04-28 | 2022-06-09 | $71,243 | $74,832 | -$3,589 | -$3,589 |
| 721 SHS ISHARES MSCI EMERGING MARKETS ETF:EEM | P | 2021-07-08 | 2022-06-09 | $30,263 | $37,967 | -$7,704 | -$7,704 |
| 401 SHS ISHARES RUSSELL 1000 ETF:IWB | P | 2021-07-08 | 2022-06-09 | $90,358 | $97,295 | -$6,937 | -$6,937 |
| 542 SHS ISHARES RUSSELL 1000 VAKYE ETFLUWD | P | 2022-04-28 | 2022-06-09 | $85,106 | $87,490 | -$2,384 | -$2,384 |
| 1,888.3250 SHS LOOMIS SAYLES GROWTH Y: LSGRX | P | 2021-07-08 | 2022-06-09 | $37,190 | $40,160 | -$2,970 | -$2,970 |
| 19,954.1590 SHS LOOMIS SAYLES GROWTH Y: LSGRX | P | 2022-05-02 | 2022-10-04 | $377,123 | $418,847 | -$41,724 | -$41,724 |
| 10,834.2820 SHS LORD ABBETT BOND-DEBENTURE I: LBNYX | P | 2021-07-08 | 2022-06-09 | $79,947 | $92,092 | -$12,145 | -$12,145 |
| 5,719.5590 SHS PIMCO INCOME INSTL:PIMIX | P | 2021-07-08 | 2022-06-09 | $62,276 | $68,979 | -$6,703 | -$6,703 |
| 7,554.9680 SHS RBC SMALL CAP VALUE I: RSVIX | P | 2021-07-08 | 2022-06-09 | $107,205 | $103,503 | $3,702 | $3,702 |
| 3,156.9150 SEGALL BRYANT & HAMILL SMALL CAP GRINSTL:WISGX | P | 2021-07-08 | 2022-06-09 | $53,405 | $71,189 | -$17,784 | -$17,784 |
| 660 SHS VANGUARD FTSE EMERGING MARKETS ETF:VWO | P | 2022-04-28 | 2022-06-09 | $28,703 | $28,617 | $86 | $86 |
| 6,261.7870 SHS VANGUARD ULTRA-SHORT-TERM BOND ADMIRAL:VUSFX | P | 2021-07-08 | 2022-06-09 | $124,036 | $126,113 | -$2,077 | -$2,077 |
| 1,307.1360 SHS WCM FOCUSED INTERNATIONAL GRWOTH INSTL:WCMIX | P | 2021-07-08 | 2022-06-09 | $25,819 | $35,516 | -$9,697 | -$9,697 |
| 7,890 SHS ISHARES MSCI EMERGING MARKETS ETF:EEM | P | 2021-07-08 | 2022-10-04 | $288,216 | $415,480 | -$127,264 | -$127,264 |
| 42,313.1170 SHS LORD ABBETT BOND-DEBENTURE I:LBNYX | P | 2021-07-08 | 2022-07-13 | $299,990 | $359,665 | -$59,675 | -$59,675 |
| 62,435.4990 SHS PIMCO INCOME INSTL:PIMIX | P | 2021-07-08 | 2022-07-13 | $662,431 | $752,981 | -$90,550 | -$90,550 |
| 81,650.1410 SHS RBC SMALL CAP VALUE I:RSVIX | P | 2021-07-08 | 2022-09-01 | $1,090,029 | $1,118,607 | -$28,578 | -$28,578 |
| ST FROM VIDA LONGEVITY FUND K-1 | P | $24 | $24 | ||||
| LT FROM VIDA LONGEVITY FUND K-1 | P | -$20,366 | -$20,366 | ||||
| CAPITAL GAINS DIVIDENDS | P | $6,012 | $6,012 | $6,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$895,302 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,742 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,742 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,742 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,953 | 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 | $9,953 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,211 | OverpaymentAmt |
| Applied To ES Tax | $6,211 | 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 | WWW.SOOCHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARY ELLEN PIETRUSZYNSKI | IndividualWithBooksNm |
| Phone | 5124725747 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 WEST 7TH STREET 2 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| NAVDEEP S SOOCH | ||||||||
| 506 WEST 7TH STREET 2 | AUSTIN | TX | 78701 | PRESIDENT & TREASURER | 5.00 | $0 | $0 | $0 |
| DAVID R WELLAND | ||||||||
| 506 WEST 7TH STREET 2 | AUSTIN | TX | 78701 | VP & SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN MCGOVERN | ||||||||
| 506 WEST 7TH STREET 2 | AUSTIN | TX | 78701 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KELLY SOOCH | ||||||||
| 506 WEST 7TH STREET 2 | AUSTIN | TX | 78701 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID SOOCH | ||||||||
| 506 WEST 7TH STREET 2 | AUSTIN | TX | 78701 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN PIETRUSZYNSKI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 WEST 7TH STREET 2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $64,233 | CompensationAmt |
| Employee Benefits | $4,100 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $13,839,588 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $633,631 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,473,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,473,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $217,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,256,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $712,806 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $712,806 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,742 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,742 | TotalTaxAmt |
| Distributable Before Adj | $709,064 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $709,064 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $709,064 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $816,743 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $816,743 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $709,064 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $76,818 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $76,818 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $816,743 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $709,064 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $107,679 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $184,497 | 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 | $184,497 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $76,818 | ExcessFromYear1Amt |
| Excess From Current Year | $107,679 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NAVDEEP S SOOCH | ContributingManagerNm |
| Contributing Manager | DAVID R WELLAND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN YOUTHWORKS | |||||||
| 1901 E BEN WHITE BLVD | AUSTIN | TX | 78741 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| ASSISTANCE LEAGUE OF AUSTIN TEXAS INC | |||||||
| 4901 BURNET RD | AUSTIN | TX | 78756 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $60,000 |
| CAPITAL IDEA | |||||||
| 835 N PLEASANT VALLEY RD 3RD FLOOR | AUSTIN | TX | 78702 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| CODE2COLLEGE | |||||||
| 19112 LEIGH LANE | PFLUGERVILLE | TX | 78660 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| E4 YOUTH | |||||||
| 4302 AIRPORT BLVD | AUSTIN | TX | 78722 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| ECONOMIC GROWTH BUSINESS INCUBATOR | |||||||
| 1144 AIRPORT BLVD 260 | AUSTIN | TX | 78702 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $25,000 |
| FRIENDS OF THE CHILDREN | |||||||
| 1023 SPRINGDALE RD 13C | AUSTIN | TX | 78721 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| JEREMIAH PROGRAM | |||||||
| 1200 PAUL TERESA SALDANA ST | AUSTIN | TX | 78702 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| LEVEL | |||||||
| 411 W MONROE ST | AUSTIN | TX | 78704 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $25,000 |
| LIFEWORKS AUSTN | |||||||
| 3700 S 1ST ST | AUSTIN | TX | 78704 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| PELOTONU | |||||||
| 500 E ST JOHNS AVE STE 1460 | AUSTIN | TX | 78752 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| SAN JUAN DIEGO HIGH SCHOOL | |||||||
| 2512 S 1ST STREET | AUSTIN | TX | 78704 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $25,000 |
| SKILLPOINT ALLIANCE | |||||||
| 8868 RESEARCH BLVD SUITE 505 | AUSTIN | TX | 78758 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| TEACH FOR AMERICA - AUSTIN | |||||||
| 611 S CONGRESS AVE SUITE 320 | AUSTIN | TX | 78704 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $5,000 |
| TEXAS EMPOWERMENT ACADEMY | |||||||
| 3613 BLUESTEIN DRIVE | AUSTIN | TX | 78721 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| TODOS JUNTOS LEARNING CENTER | |||||||
| 409 W BEN WHITE BLVD | AUSTIN | TX | 78704 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $695,000 | 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 | $309,948 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $17,405 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$895,302 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$567,949 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$567,949 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME FUNDS | BondNm |
| EOY Book Value | $4,089,043 | EOYBookValueAmt |
| EOYFMV | $4,089,043 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $6,430,345 | EOYBookValueAmt |
| EOYFMV | $6,430,345 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAIS MILLENNIUM INT'L LTD | FMV | $1,231,127 | $1,231,127 |
| VIDA LONGEVITY FUND LP | FMV | $91,680 | $91,680 |
| GREENLAKE REAL ESTATE FUND | FMV | $725,000 | $725,000 |
| AUSTIN HOUSING CONSERVANCY FUND LP | FMV | $984,240 | $984,240 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $1,167,848 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $1,200 | $0 | $1,200 |
| PAYROLL SERVICE FEES | $3,548 | $0 | $3,548 |
| INVESTMENT EXPENSES - FROM K-1 VIDA LONGEVITY FUND, LP | $5,491 | $5,491 | $0 |
| MISCELLANEOUS EXPENSE | $9,015 | $0 | $9,015 |
| INVESTMENT EXPENSES - FROM K-1 GREENLAKE RE FUND, LP | $7,722 | $7,722 | $0 |
| INVESTMENT EXPENSES - FROM K-1 AUSTIN HOUSING CONSERVANCY FUND, LP | $53 | $53 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - FROM K-1 VIDA LONGEVITY FUND, LP | $22,625 | $22,625 | $22,625 |
| OTHER INCOME - CHARLES SCHWAB | $5,803 | $5,803 | $5,803 |
| OTHER INCOME - AUSTIN HOUSING CONSERVANCY FUND | -$11,023 | -$11,023 | -$11,023 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $39,827 | $39,827 | $0 |
| CONSULTING | $38,520 | $0 | $38,520 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $5,024 | $5,024 | $0 |
| PAYROLL TAXES | $5,227 | $0 | $5,227 |
| EXCISE TAX | $55,000 | $0 | $0 |