JASTROW FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JASTROW FOUNDATION (EIN 26-1635125)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-25
- IRS object ID
- 202541159349100004
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-25T08:08:42-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742900215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL LOCKE & RITTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVENUE SUITE 2000 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787019682 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261635125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASTROW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAST | BusinessNameControlTxt |
| Phone | 5124341700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 BEE CAVE RD BLDG 1 6TH FL | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA J MCCARTT | PersonNm |
| Person Title | SECRETARY-TREASURER | PersonTitleTxt |
| Phone | 5124341700 | PhoneNum |
| Signature | 2025-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANA MCCARTNEY | PreparerPersonNm |
| PTIN | P01302365 | PTIN |
| Phone | 5123703200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $909,882 | 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 | $75,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,788 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,788 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $230,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $752,391 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $230,753 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $815 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $332,356 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $256,541 | 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 | $5,358 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,358 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $5,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,358 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $230,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $251,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,496 | CashBOYAmt |
| Cash EOY | $111,287 | CashEOYAmt |
| Cash EOYFMV | $111,287 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $616,098 | CorporateStockBOYAmt |
| Corporate Stock EOY | $774,912 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $798,564 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $655,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $886,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $909,882 | 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 | $655,232 | RetainedEarningBOYAmt |
| Retained Earning EOY | $886,230 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $655,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $886,230 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $655,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $886,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $655,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $230,998 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $886,230 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $886,230 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $747,544 | $521,638 | $225,906 | $225,906 | |
| CAPITAL GAINS DIVIDENDS | $4,847 | $4,847 | $4,847 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $230,753 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | 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 | $440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,051 | TaxDueAmt |
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 | MARTHA J MCCARTT | IndividualWithBooksNm |
| Phone | 5124341700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 BEE CAVE RD BLDG 1 6TH FLOOR | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787465833 | 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH M JASTROW II | ||||||||
| 1242 PT RANCH RD | ROUND MOUNTAIN | TX | 786635990 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN T JASTROW | ||||||||
| 1242 PT RANCH RD | ROUND MOUNTAIN | TX | 786635990 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARTHA J MCCARTT | ||||||||
| 1712 WEST 29TH ST | AUSTIN | TX | 787031806 | SECRETARY-TREASURER | 2.00 | $0 | $0 | $0 |
| KENNETH M JASTROW III | ||||||||
| 1429 GRIERSON ST | SAN ANGELO | TX | 769014405 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CORBIN T JASTROW | ||||||||
| 1515 MOHLE DR | AUSTIN | TX | 787031935 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $806,735 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $871,351 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $871,351 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $858,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,491 | TotalTaxAmt |
| Distributable Before Adj | $39,423 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,423 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,423 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $96,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,423 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $115,124 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,322 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $107,799 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $97,349 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $87,305 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $507,899 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,423 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,577 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $564,476 | 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 | $115,124 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $449,352 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,322 | ExcessFromYear4Amt |
| Excess From Year3 | $107,799 | ExcessFromYear3Amt |
| Excess From Year2 | $97,349 | ExcessFromYear2Amt |
| Excess From Year1 | $87,305 | ExcessFromYear1Amt |
| Excess From Current Year | $56,577 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH M JASTROW II | ContributingManagerNm |
| Contributing Manager | SUSAN T JASTROW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN SPORTS FOUNDATION | |||||||
| 600 W 5TH ST STE 1600 | AUSTIN | TX | 78701 | NONE | PUBLIC CHARITY | FOR PROGRAMS AS DIRECTED BY THE BOARD | $2,500 |
| CMC FOUNDATION OF CENTRAL TEXAS | |||||||
| C/O TAX DEPARTMENT PO BOX 45998 | ST LOUIS MO | TX | 787239904 | NONE | PUBLIC CHARITY | FOR PROGRAMS AS DIRECTED BY THE BOARD | $1,000 |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | |||||||
| PO BOX 2247 | AUSTIN | TX | 78768 | NONE | PUBLIC CHARITY | FOR PROGRAMS AS DIRECTED BY THE BOARD | $2,500 |
| THE EPISCOPAL CHURCH OF THE GOOD SHEPHERD | |||||||
| PO BOX 5176 | AUSTIN | TX | 787635176 | NONE | PUBLIC CHARITY | FOR PROGRAMS AS DIRECTED BY THE BOARD | $20,000 |
| PEOPLES COMMUNITY CLINIC | |||||||
| 1101 CAMINO LA COSTA | AUSTIN | TX | 78752 | NONE | PUBLIC CHARITY | FOR PROGRAMS AS DIRECTED BY THE BOARD | $10,000 |
| ST DAVID'S FOUNDATION | |||||||
| 1303 SAN ANTONIO STREET SUITE 500 | AUSTIN | TX | 78701 | NONE | PUBLIC CHARITY | FOR PROGRAMS AS DIRECTED BY THE BOARD | $10,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 787137458 | NONE | PUBLIC CHARITY | FOR EDUCATION AS DIRECTED BY THE BOARD | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,000 | 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 | $25,788 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $230,753 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX REFUND | Desc |
| Unrelated Business Taxbl Incm | $815 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $815 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $256,541 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $257,356 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | FEDERAL INCOME TAX REFUND | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,358 | Amt |
| Net Investment Income | $5,358 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES CMN (ABT) | $16,236 | $16,175 |
| ABBVIE INC CMN (ABBV) | $18,350 | $18,836 |
| ACCENTURE PLC CMN CLASS (ACN) | $12,161 | $11,961 |
| ALPHABET INC. CMN CLASS A (GOOGL) | $42,543 | $40,700 |
| AMAZON.COM INC CMN (AMZN) | $35,328 | $33,567 |
| AMCAP FUND INC CL A | $13,527 | $16,904 |
| AMERICAN EXPRESS CO. CMN (AXP) | $20,304 | $19,885 |
| AMERICAN TOWER CORPORATION CMN (AMT) | $9,230 | $8,696 |
| APPLE INC. CMN (AAPL) | $59,290 | $59,350 |
| ASTRAZENECA PLC SPONS ADR | $6,912 | $6,749 |
| BOSTON SCIENTIFIC CORP. COMMON STOCK (BSX) | $19,200 | $18,847 |
| BROADCOM INC. CMN (AVGO) | $26,667 | $25,502 |
| CAPITAL INCOME BLDR CLASS A | $16,450 | $18,692 |
| CAPITAL WORLD GROWTH & INCOME FD INC CL A | $7,771 | $9,514 |
| CHARLES SCHWAB CORPORATION CMN (SCHW) | $16,828 | $15,912 |
| CHENIERE ENERGY, INC. CMN (LNG) | $13,561 | $13,752 |
| CISCO SYSTEMS, INC CMN (CSCO) | $15,054 | $15,392 |
| ELI LILLY & CO CMN (LLY) | $20,486 | $20,072 |
| FUNDAMENTAL INVS INC CLASS A | $9,832 | $12,149 |
| GE AEROSPACE CMN (GE) | $12,039 | $12,029 |
| GE VERNOVA LLC CMN (GEV) | $23,028 | $22,384 |
| INTL GROWTH & INCOME FUND CLASS A | $10,629 | $11,406 |
| HP INC | $0 | $434 |
| ILLINOIS TOOL WORKS CMN (ITW) | $14,088 | $13,263 |
| JP MORGAN CHASE & CO | $7,236 | $26,128 |
| KLA CORP CMN (KLAC) | $6,629 | $6,301 |
| LINDE PLC CMN | $14,682 | $14,235 |
| MCDONALDS CORP CMN (MCD) | $14,129 | $13,625 |
| MICROSOFT CORPORATION CMN (MSFT) | $54,660 | $51,423 |
| NEW PERPSECTIVE FD A | $17,848 | $23,066 |
| NEW WORLD FUND CLASS A | $10,275 | $11,743 |
| NEXTERA ENERGY, INC. CMN (NEE) | $15,403 | $14,983 |
| NORFOLK SOUTHERN CORP CMN (NSC) | $9,197 | $8,919 |
| NVIDIA CORPORATION CMN (NVDA) | $39,421 | $40,421 |
| OLD DOMINION FREIGHT LINE, INC CMN (ODFL) | $11,493 | $10,231 |
| PROCTOR & GAMBLE COMPANY (THE) CMN (PG) | $9,484 | $9,221 |
| ROCKWELL AUTOMATION INC CMN (ROK) | $13,592 | $13,146 |
| ROSS STORES, INC CMN (ROST) | $14,976 | $14,976 |
| SALESFORCE INC CMN (CRM) | $19,818 | $18,745 |
| SHERWIN-WILLIAMS CO CMN (SHW) | $17,976 | $16,657 |
| TEXAS INSTRUMENTS INC. CMN (TXN) | $9,351 | $9,188 |
| THE COCA-COLA COMPANY | $7,767 | $13,012 |
| VISA INC. CMN CLASS A (V) | $23,479 | $23,387 |
| WALMART INC CMN (WMT) | $17,982 | $16,986 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX REFUND | Desc |
| Revenue And Expenses Per Books | $815 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $815 | AdjustedNetIncomeAmt |