SHETH SANGREAL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHETH SANGREAL FOUNDATION (EIN 45-3779543)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349103895
- Schema version
- 2021v4.0
- 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
- Amortization Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T11:19:01-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943342694 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAH & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 California Street Suite 411 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453779543 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sheth Sangreal Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHET | BusinessNameControlTxt |
| Phone | 5125519258 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3502 SACRED MOON COVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW GELLER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | GELLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN R MAH | PreparerPersonNm |
| PTIN | P00522319 | PTIN |
| Phone | 4159811111 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,533,921 | 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 | $13,091,711 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $20,795 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,795 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $20,795 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,102 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,102 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,117,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,159,830 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,117,008 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,924 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $137,459 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $137,459 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $137,459 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $17,368,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,276,364 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $169,280 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,351 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,351 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $224,187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $217,087 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $256,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $249,438 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,049,997 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,049,997 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,306,535 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,299,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,061,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,276,364 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $169,280 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,611,381 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,090,745 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,090,745 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $12,244,019 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,438,689 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,438,689 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $11,587 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,487 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,487 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,866,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,533,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,533,921 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $17,866,987 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,533,921 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,866,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,533,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,866,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,533,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,866,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,061,540 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,928,527 | SubtotalAmt |
| Other Decreases | $9,394,606 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,533,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN VSP K-1 | P | 2005-01-01 | 2021-12-31 | $4,149,906 | $4,149,906 | $4,149,906 | |
| WRITE OFF OF BASIS FROM VCP | P | 2005-01-01 | 2021-12-31 | -$42,822 | -$42,822 | $42,822 | |
| CAPITAL GAIN FROM KYOMIZU | P | 2021-01-01 | 2021-12-31 | $9,924 | $9,924 | $9,924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,117,008 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,924 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59,441 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $59,441 | SubtotalAmt |
| Tax Based On Investment Income | $59,441 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,057 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $41,057 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $622 | EsPenaltyAmt |
| Tax Due | $19,006 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Andy Geller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5125519258 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3502 SACRED MOON COVE | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRIAN SHETH | ||||||
| 3502 SACRED MOON COVE | AUSTIN | TX | 78746 | VICE PRESIDENT | 1.00 | $0 |
| ADRIA SHETH | ||||||
| 3502 SACRED MOON COVE | AUSTIN | TX | 78746 | PRESIDENT | 1.00 | $0 |
| ANDREW GELLER | ||||||
| 3502 SACRED MOON COVE | AUSTIN | TX | 78746 | SECRETARY | 5.00 | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,855,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,855,540 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,855,540 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,707,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $485,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $485,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,441 | TotalTaxAmt |
| Distributable Before Adj | $425,944 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $425,944 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $425,944 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,299,435 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,299,435 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $425,944 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,836,483 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,967,066 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,918,567 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,224,772 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,477,137 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,424,025 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,299,435 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $425,944 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,873,491 | RemainingDistriFromCorpusAmt |
| Total Corpus | $56,297,516 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,836,483 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $54,461,033 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,967,066 | ExcessFromYear4Amt |
| Excess From Year3 | $21,918,567 | ExcessFromYear3Amt |
| Excess From Year2 | $15,224,772 | ExcessFromYear2Amt |
| Excess From Year1 | $5,477,137 | ExcessFromYear1Amt |
| Excess From Current Year | $7,873,491 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN SHETH | ContributingManagerNm |
| Contributing Manager | ADRIA SHETH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| BRIAN SHETH | |||||||
| 3502 SACRED MOON COVE | AUSTIN | TX | 78746 | 5125519258 | NO SPECIFIC FORM OR INFORMATION REQUIRED | NO SUBMISSION DEADLINES. | CHARITABLE FIELDS, KIND OF INSTITUTIONS, OR OTHER FACTORS: DISTRIBUTION OF FUNDS ARE MADE TO VARIOUS ORGANIZATIONS AT THE DISCRETION OF THE BOARD OF DIRECTORS. |
| ADRIA SHETH | |||||||
| 3502 SACRED MOON COVE | AUSTIN | TX | 78746 | 5125519258 | NO SPECIFIC FORM OR INFORMATION REQUIRED | NO SUBMISSION DEADLINES. | CHARITABLE FIELDS, KIND OF INSTITUTIONS, OR OTHER FACTORS: DISTRIBUTION OF FUNDS ARE MADE TO VARIOUS ORGANIZATIONS AT THE DISCRETION OF THE BOARD OF DIRECTORS. |
| ANDREW GELLER | |||||||
| 3502 SACRED MOON COVE | AUSTIN | TX | 78746 | 5125519258 | NO SPECIFIC FORM OR INFORMATION REQUIRED | NO SUBMISSION DEADLINES. | CHARITABLE FIELDS, KIND OF INSTITUTIONS, OR OTHER FACTORS: DISTRIBUTION OF FUNDS ARE MADE TO VARIOUS ORGANIZATIONS AT THE DISCRETION OF THE BOARD OF DIRECTORS. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Global Wildlife Conservation | |||||||
| PO Box 129 | Austin | TX | 78767 | NONE | 501 C3 | GENERAL PURPOSE | $3,471,043 |
| THE GRAMMY FOUNDATION | |||||||
| 800 W OLYMPIC BLVD | LOS ANGELES | CA | 90015 | NONE | 501 C3 | GENERAL PURPOSE | $96,954 |
| BONESHAKER PROJECT | |||||||
| 301 CONGRESS AVE SUITE 1250 | AUSTIN | TX | 78701 | NONE | 501 C3 | GENERAL PURPOSE | $12,000 |
| BOYS AND GIRLS CLUB OF THE AUSTIN A | |||||||
| 5407 NORTH IH-35 SUITE 402 | AUSTIN | TX | 78723 | NONE | 501 C3 | GENERAL PURPOSE | $1,000,000 |
| Austin Area Urban League | |||||||
| 8011A CAMERON RRD BUIDLING A-100 | AUSTIN | TX | 78754 | 501(C) 3 | GENERAL PURPOSE | $750,000 | |
| CMC FOUNDATION | |||||||
| 276 5TH AVE | NEW YORK | NY | 10001 | 501(C) 3 | GENERAL PURPOSE | $250,000 | |
| DISCOVERY MUSEUM | |||||||
| 177 MAINT ST ROUTE 27 | ACTON | MA | 01720 | 501(C) 3 | GENERAL PURPOSE | $200,000 | |
| GLOBAL CITIZEN | |||||||
| 740 Broadway Suite 400 | NEW YORK | NY | 10003 | 501(C) 3 | GENERAL PURPOSE | $1,700,000 | |
| MIAMI BRIDGE YOUTH AND FAMILY | |||||||
| 2810 NW S RIVER DR | MIAMI | FL | 33125 | 501(C) 3 | GENERAL PURPOSE | $10,000 | |
| LULU AND LEO FUND | |||||||
| 1216 Broadway 2nd Floor | NEW YORK | NY | 10001 | 501(C) 3 | GENERAL PURPOSE | $60,000 | |
| CICERO RESEARCH | |||||||
| 907 S Congress Ave | AUSTIN | TX | 78704 | 501(C) 3 | GENERAL PURPOSE | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,049,997 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,795 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 24 | ExclusionCd |
| Exclusion | $4,149,906 | ExclusionAmt |
| Related Or Exempt Function Incm | -$32,898 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,171,803 | ExclusionAmt |
| Related Or Exempt Function Incm | $104,561 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,276,364 | 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 |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (2 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|
| WEBSITE DEVELOPMENT | 2019-07-01 | $17,550 | $8,775 | 3.0000 | $5,850 | $14,625 |
| WEBSITE DEVELOPMENT | 2020-03-16 | $3,750 | $938 | 3.0000 | $1,250 | $2,188 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Intangible Assets | Desc |
| BOY Book Value | $11,587 | BOYBookValueAmt |
| EOY Book Value | $4,487 | EOYBookValueAmt |
| EOYFMV | $4,487 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| 2% PORTFOLIO DEDUCTION | $5,908 | $5,908 |
| Amortization | $7,100 | |
| INSURANCE | $619 | $619 |
| OUTSIDE CONSULTING | $210,000 | $210,000 |
| PAYROLL PROCESSING | $404 | $404 |
| WEBSITE MAINTENANCE | $156 | $156 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $137,459 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $137,459 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $137,459 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAX | CategoryTxt |
| Amt | $2,351 | Amt |
| Disbursements Charitable Prps | $2,351 | DisbursementsCharitablePrpsAmt |