GALLOGLY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GALLOGLY FAMILY FOUNDATION (EIN 27-4133050)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349102664
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T10:24:22-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIR STE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 46204 | 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 | 274133050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gallogly Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMES GALLOGLY | InCareOfNm |
| Business Name Control | GALL | BusinessNameControlTxt |
| Phone | 2817345279 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 North Capital of Texas Highway | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Gallogly | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 5163360100 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | James | PersonFirstNm |
| Person Last | Gallogly | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817445 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $41,489,357 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,250,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $442,463 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $442,463 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $255,969 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $255,969 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $230,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,828,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $230,555 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,179,287 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $928,987 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $120,637 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120,637 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $33 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $33 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,473 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,473 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,143 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,143 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $126,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,088,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,088,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,215,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,088,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $964,251 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $802,701 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,035,743 | CashBOYAmt |
| Cash EOY | $236,781 | CashEOYAmt |
| Cash EOYFMV | $236,781 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,771,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,540,741 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,568,226 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,147,741 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,520,754 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,004,192 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,876,600 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,497,249 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,546,457 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $133,701 | OtherAssetsBOYAmt |
| Other Assets EOY | $133,701 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $133,701 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,964,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,929,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,489,357 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $39,964,975 | CapitalStockBOYAmt |
| Capital Stock EOY | $40,929,226 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,964,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,929,226 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,964,975 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,929,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,964,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $964,251 | ExcessRevenueOverExpensesAmt |
| Subtotal | $40,929,226 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,929,226 | 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 |
|---|---|---|---|---|---|---|---|
| SHORT TERM GAIN THRU UBS FF 25055 | P | 2022-01-01 | 2022-01-01 | $276,000 | $276,000 | ||
| LONG TERM GAIN THRU GOLDMAN SACHS 3475 | P | 2022-01-01 | 2022-12-31 | $436,079 | $313,798 | $122,281 | $122,281 |
| LONG TERM GAIN THRU UBS FF 25055 | P | 2022-01-01 | 2022-12-31 | $251,239 | $251,831 | -$592 | -$592 |
| SHORT TERM GAIN THRU UBS FF 25795 | P | 2022-01-01 | 2022-12-31 | $1,339 | $1,346 | -$7 | -$7 |
| LONG TERM GAIN THUR UBS FF 25795 | P | 2022-01-01 | 2022-12-31 | $714,643 | $721,067 | -$6,424 | -$6,424 |
| SHORT TERM GAIN THRU GOLDMAN SACHS 3475 | P | 2022-01-01 | 2022-12-31 | $40,795 | $41,206 | -$411 | -$411 |
| LONG TERM LOSS THRU UBS 10316 | P | 2022-01-01 | 2022-12-31 | $282,242 | $163,758 | $118,484 | $118,484 |
| LONG TERM GAIN THRU GOLDMAN SACHS 8085 | P | 2022-01-01 | 2022-12-31 | $2,955,566 | $2,949,238 | $6,328 | $6,328 |
| SHORT TERM GAIN THRU GOLDMAN SACHS 8085 | P | 2022-01-01 | 2022-12-31 | $442,841 | $445,043 | -$2,202 | -$2,202 |
| SHORT TERM GAIN THRU GOLDMAN SACHS 5281 | 2022-01-01 | 2022-12-31 | $20,997 | $26,357 | -$5,360 | -$5,360 | |
| LONG TERM GAIN THRU GOLDMAN SACHS 5281 | P | 2022-01-01 | 2022-12-31 | $176,481 | $163,855 | $12,626 | $12,626 |
| LONG TERM GAIN THRU GOLDMAN SACHS 7510 | P | 2022-01-01 | 2022-12-31 | $113,856 | $118,230 | -$4,374 | -$4,374 |
| SHORT TERM GAIN THRU GOLDMAN SACHS 7510 | P | 2022-01-01 | 2022-12-31 | $62,089 | $70,788 | -$8,699 | -$8,699 |
| SHORT TERM LOSS THRU UBS 10316 | P | 2022-01-01 | 2022-12-31 | $50,216 | $55,784 | -$5,568 | -$5,568 |
| CAPITAL GAIN DIVIDENDS | P | $4,473 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,473 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,473 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,473 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,473 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,473 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,473 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,473 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,473 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,473 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,473 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,473 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,473 | |||||
| CAPITAL GAIN DIVIDENDS | P | $4,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $230,555 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,158 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,158 | SubtotalAmt |
| Tax Based On Investment Income | $11,158 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61,883 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $61,883 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $50,725 | OverpaymentAmt |
| Applied To ES Tax | $50,725 | 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 | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES GALLOGLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2817345279 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTH CAPITAL OF TEXAS HIGHWAY | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JAMES L GALLOGLY | ||||||||
| 4401 North Capital of Texas Highway | Austin | TX | 78746 | PRESIDENT/TREASURER | 1.0 | $0 | $0 | $0 |
| JANET M GALLOGLY | ||||||||
| 4401 North Capital of Texas Highway | Austin | TX | 78746 | SENIOR VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| KELLY M GRAY | ||||||||
| 3001 OAKHAVEN DRIVE | AUSTIN | TX | 78704 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| KASEY A DELUKE | ||||||||
| 4710 LOWER RIVER ROAD | LEWISTON | NY | 14092 | VICE PRESIDENT/SECRETARY | 1.0 | $0 | $0 | $0 |
| KIMBERLY M WILKE | ||||||||
| 4405 SWIFT PATH | AUSTIN | TX | 78741 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | 0 | ServiceTypeTxt |
| Compensation | $101,077 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,576,595 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,442,466 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $133,701 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,152,762 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,152,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $617,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,535,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,026,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,026,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,158 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,158 | TotalTaxAmt |
| Distributable Before Adj | $2,015,616 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,015,616 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,015,616 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,088,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,088,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,015,616 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,088,416 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,088,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,088,416 | AppliedToYear1Amt |
| Applied To Current Year | $334 | 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 |
| Undistributed Income CY | $2,015,282 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES L GALLOGLY | ContributingManagerNm |
| Contributing Manager | JANET M GALLOGLY | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Neighborhood Defender Service of Harlem | ||||||||
| 317 Lenox Ave | New York | NY | 10027 | NONE | PC | To provide the highest quality legal representation through community-based, holistic public defense. | $56,250 | |
| The University of Texas MD Anderson Cancer Center | ||||||||
| POBox 0705 | Houston | TX | 77230 | NONE | PC | To eliminate cancer in Texas, the nation and the world through research and preventative care. | $470,000 | |
| The Arbor School | ||||||||
| 1635 Blalock Rd | Houston | TX | 77080 | NONE | PC | To educate children with special needs to reach their fullest potential. | $30,000 | |
| CASA of Travis County | ||||||||
| 7600 Chevy Chase Dr Ste 200 | Austin | TX | 78752 | NONE | PC | To provide quality advocacy and mentoring for abused and neglected children by paring them one-on-one with a trained and supervised volunteer. | $50,000 | |
| Austin Pets Alive | ||||||||
| PO Box 6247 | Austin | TX | 78762 | NONE | PC | To promote and provide the resources, education, and programs needed to eliminate the killing of companion animals in Central Texas. | $10,000 | |
| Capital Area Immigrants' Rights Coalition | ||||||||
| 1612 K Street NW NO 204 | Washington | DC | 20006 | NONE | PC | Provide legal services to immigrants and refugees. | $27,500 | |
| Texas Riogrande Legal Aid Inc | ||||||||
| 301 South Texas | Mercedes | TX | 78570 | NONE | PC | To provide legal services to persons who are financially unable to access the system of justice. | $56,250 | |
| The Nature Conservancy | ||||||||
| 4245 North Fairfax Drive STE 100 | Arlington | VA | 22203 | NONE | PC | To conserve the lands and waters on which all life depends on. | $650,000 | |
| Pikes Peak Hospice Foundation | ||||||||
| 2550 Tenderfoot Hill Street | Colorado Springs | CO | 80906 | NONE | PC | To generate and distribute funds in support of Pikes Peak Hospice and Palliative Care, Inc. | $10,000 | |
| Blue Ridge Legal Services | ||||||||
| PO Box 551 | Harrisonburg | VA | 22803 | NONE | PC | To provide legal assistance to the poor. | $30,000 | |
| ACLU of Ohio Foundation Inc | ||||||||
| 4506 Chester Avenue | Cleveland | OH | 44103 | NONE | PC | To protect and defend individual freedoms guaranteed in the bill of rights. | $30,000 | |
| Equal Justice Center | ||||||||
| 314 East Highland Mail Blvd | Austin | TX | 78752 | NONE | PC | To empower low-income workers, families, and communities so workers can achieve fair treatment in the workplace and in the justice system, regardless of their immigration status. | $30,000 | |
| Colorado Legal Services | ||||||||
| 1905 Sherman Street 400 | Denver | CO | 80203 | NONE | PC | Legal help for low-income Coloradans seeking assistance with civil legal needs. | $83,750 | |
| Northeast Wilderness Trust | ||||||||
| 17 State Street 302 | Montpelier | VT | 05602 | NONE | PC | To conserve forever-wild landscapes for nature and people. | $350,000 | |
| Towards Justice of Colorado | ||||||||
| 2840 Fairfax Street Suite 220 | Denver | CO | 80207 | NONE | PC | To advance economic justice in the workplace and beyond. | $56,250 | |
| Humane Society of the Pikes Peak Region | ||||||||
| 610 Abbot Lane | Colorado Springs | CO | 80905 | PC | To give every animal that comes through our doors the care and respect they deserve, and the best possible outcome. | $5,000 | ||
| Mexican American Legal Defense and Educational Fun | ||||||||
| 634 S Spring Street | Los Angeles | CA | 90014 | PC | To protect and defend the rights of all Latinos living in the United States and the constitutional rights of all Americans | $27,500 | ||
| ACLU Foundation of Texas | ||||||||
| PO Box 8306 | Huston | TX | 77288 | PC | To protect and defend individual freedoms guaranteed in the bill of rights. | $27,500 | ||
| Kids in Need of Defense (KIND) | ||||||||
| 1201 L St NW Floor 2 | Washington | DC | 20002 | PC | To ensure children's rights and well-being are protected as they migrate alone in search of safety | $27,500 | c/o Finance Department | |
| Legal Assistance of Western New York Inc | ||||||||
| 16 East Main Street | Rochester | NY | 14614 | PC | To provide legal services to low income individuals in fourteen counties in Western New York | $27,500 | Suite 380 | |
| CAIR Coalition | ||||||||
| 1025 Connecticut Ave NW | Washington | DC | 20026 | PC | The Capital Area Immigrants' Rights Coalition strives to ensure equal justice for all immigrant men, women, and children at risk of detention and deportation in the DC metropolitan area and beyond | $28,750 | Suite 701 | |
| Mainsprings Schools | ||||||||
| 1100 West Live Oak Street | Austin | TX | 78704 | PC | To deliver high-quality early childhood education, nutrition, family services and community-building to children ages six weeks to five years old. | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,088,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $442,463 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $255,969 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $230,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $928,987 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $928,987 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES L GALLOGLY CHARITABLE LEAD T | ||||||
| 1 | 4401 NORTH CAPITAL OF TEXAS HIGHWAY | AUSTIN | TX | 78746 | $1,125,150 | Yes (X) |
| JANET M GALLOGLY CHARITABLE LEAD T | ||||||
| 2 | 4401 NORTH CAPITAL OF TEXAS HIGHWAY | AUSTIN | TX | 78746 | $1,125,150 | Yes (X) |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | GOLDMAN SACHS | ContractorPersonNm |
| Explanation | INVESTMENT ADVISORY FEES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS 808-5 | $16,629,689 | $15,679,688 |
| UBS FF25055 11 | $867,560 | $866,769 |
| UBS 25795 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS FF 10316-11 | $2,398,917 | $3,748,295 |
| GS 3475 (EAGLE DYNAMIC) | $1,918,481 | $2,207,576 |
| GS 5281 | $1,009,184 | $1,002,265 |
| GS 7510 | $619,606 | $669,509 |
| GS 7551 | $2,574,566 | $2,376,547 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THINK INVESTMENTS OFFSHORE FUN | Desc |
| BOY Book Value | $133,701 | BOYBookValueAmt |
| EOY Book Value | $133,701 | EOYBookValueAmt |
| EOYFMV | $133,701 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS 10316 INVESTMENT FEES | $17,651 | $17,651 |
| UBS 25055 INVESTMENT FEES | $1,733 | $1,733 |
| UBS 25795 ANNUAL FEE | $175 | $175 |
| GS 8085 ADVISORY FEE | $49,295 | $49,295 |
| GS 3475 ADVISORY FEE | $33,850 | $33,850 |
| GS 7510 ADVISORY FEE | $6,497 | $6,497 |
| GS 7551 ADVISORY FEE | $1,995 | $1,995 |
| GS 5281 ADVISORY FEE | $9,441 | $9,441 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID UBS 10316 | $1,455 | $1,455 |
| FOREIGN TAX PAID GS 3475 | $388 | $388 |
| FOREIGN TAX PAID GS 7510 | $2,610 | $2,610 |
| FOREIGN TAX PAID GS 5281 | $20 | $20 |