MYER FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MYER FAMILY CHARITABLE FOUNDATION (EIN 74-2765437)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349105057
- Schema version
- 2021v4.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T14:54:55-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 S MOPAC EXPY BLDG II SUITE 450 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 | 742765437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYER FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MYER | BusinessNameControlTxt |
| Phone | 5127075330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26701 FOUNDERS PLACE | AddressLine1Txt |
| City | SPICEWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78669 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L MYER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5123460908 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | MYER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEITH-ANN STEED | PreparerPersonNm |
| PTIN | P01318159 | PTIN |
| Phone | 5124808182 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $51,863,597 | 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 |
| Interest On Sav Rev And Expnss | $2,416 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,416 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,397 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,397 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$225,446 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,366,307 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$137,633 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,813 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $56,180 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,197 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,054 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,116 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,345,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,345,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,413,141 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,345,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,550,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $236,949 | CashBOYAmt |
| Cash EOY | $2,707 | CashEOYAmt |
| Cash EOYFMV | $2,707 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,105,599 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,470,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,470,082 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $25,163,457 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,136,654 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,390,808 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,612 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,612 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $26,506,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,609,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,863,597 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $612 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $612 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,333,917 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,333,917 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,172,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,274,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,506,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,608,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,506,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,609,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,506,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,550,774 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,955,231 | SubtotalAmt |
| Other Decreases | $346,400 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,608,831 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4,000 BIOGEN INC | P | 2020-11-03 | 2021-10-15 | $1,120,634 | $976,000 | $144,634 | $144,634 |
| 1,000 BLUEBIRD BIO INC | P | 2017-05-31 | 2021-09-02 | $18,384 | $75,355 | -$56,971 | -$56,971 |
| 1,000 BOEING CO | P | 2020-01-17 | 2021-10-15 | $218,509 | $324,000 | -$105,491 | -$105,491 |
| 8,000 CUE BIOPHARMA INC | P | 2018-01-31 | 2021-10-15 | $98,799 | $123,220 | -$24,421 | -$24,421 |
| 2,000 NVIDIA CORP | P | 2019-05-31 | 2021-12-08 | $638,696 | $68,151 | $570,545 | $570,545 |
| 35,001 PROVENTION BIO INC | P | 2019-07-17 | 2021-10-14 | $224,651 | $352,389 | -$127,738 | -$127,738 |
| 7,000 WESTERN DIGITAL CORP | P | 2019-05-07 | 2021-10-15 | $388,487 | $337,563 | $50,924 | $50,924 |
| 8,000 SINA CORP | P | 2018-04-16 | 2021-03-24 | $346,400 | $865,965 | -$519,565 | -$519,565 |
| 10,000 UNIQURE N V | P | 2019-06-24 | 2021-09-03 | $311,747 | $469,110 | -$157,363 | -$157,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$225,446 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,221 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,221 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,784 | 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 | $36,784 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $35,563 | OverpaymentAmt |
| Applied To ES Tax | $35,563 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JODIE TEDROW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9724571568 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26701 FOUNDERS PLACE | AddressLine1Txt |
| City | SPICEWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78669 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT L MYER | ||||||||
| 26701 FOUNDERS PLACE | SPICEWOOD | TX | 78669 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SHARON K MYER | ||||||||
| 26701 FOUNDERS PLACE | SPICEWOOD | TX | 78669 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| JODIE TEDROW | ||||||||
| 26701 FOUNDERS PLACE | SPICEWOOD | TX | 78669 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| SCOTT MYER | ||||||||
| 5009 WILLOW | DALLAS | TX | 75244 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| LINDSEY MYER PRAY | ||||||||
| 26701 FOUNDERS PLACE | SPICEWOOD | TX | 78669 | VICE PRESIDENT | 40.00 | $4,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IT IS ANTICIPATED THAT THE ORGANIZATION WILL ONLY MAKE GRANTS TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $42,652,097 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $642,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,294,446 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,294,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $649,417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,645,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,132,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,132,251 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,221 | TotalTaxAmt |
| Distributable Before Adj | $2,131,030 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,131,030 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,131,030 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,345,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,345,025 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,131,030 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $5,520 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $241,662 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $497,412 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $744,594 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,345,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,131,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $213,995 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $958,589 | 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 | $958,589 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,520 | ExcessFromYear3Amt |
| Excess From Year2 | $241,662 | ExcessFromYear2Amt |
| Excess From Year1 | $497,412 | ExcessFromYear1Amt |
| Excess From Current Year | $213,995 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN BAPTIST CHURCH | |||||||
| 7016 RIBELIN RANCH DR | AUSTIN | TX | 78750 | N/A | 501(C)(3) | CHARITABLE | $25,000 |
| AUSTIN DIAPER BANK | |||||||
| 2210 DENTON DRIVE SUITE 103 | AUSTIN | TX | 78758 | N/A | 501(C)(3) | CHARITABLE | $5,000 |
| AUSTIN POLICE BLUE SANTA | |||||||
| PO BOX 689001 | AUSTIN | TX | 78768 | N/A | 501(C)(3) | CHARITABLE | $5,000 |
| BROOKWOOD IN GEORGETOWN | |||||||
| 905 N CHURCH ST | GEORGETOWN | TX | 78626 | N/A | 501(C)(3) | CHARITABLE | $5,000 |
| BSW CENTRAL TEXAS FOUNDATION | |||||||
| 2401 S 31ST STREET MS-20-S103 | TEMPLE | TX | 76508 | N/A | 501(C)(3) | CHARITABLE | $5,000 |
| BUCKNER INTERNATIONAL | |||||||
| 700 N PEARL ST SUITE 1200 | DALLAS | TX | 75201 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| CALVARY BAPTIST CHURCH | |||||||
| PO BOX 883 | SEAGOVILLE | TX | 75159 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| CAPITAL AREA ALZHEIMER'S ASSOCIATION | |||||||
| 5508 HIGHWAY 290 W STE 206 | AUSTIN | TX | 78735 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| CASA OF TRAVIS COUNTY | |||||||
| 7600 CHEVY CHASE DR STE 200 | AUSTIN | TX | 78752 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| COALITION TO SALUTE AMERICAS HEROES | |||||||
| 552 FORT EVANS ROAD STE 300 | LEESBURG | VA | 20176 | N/A | 501(C)(3) | CHARITABLE | $15,000 |
| COMFORT CREW FOR MILITARY KIDS | |||||||
| 8127 MESA DR STE B206 117 | AUSTIN | TX | 78759 | N/A | 501(C)(3) | CHARITABLE | $25,000 |
| COMMUNITY OF CARING HEARTS CHARITY | |||||||
| 7405 KINGSBARNS LN | THE COLONY | TX | 75056 | N/A | 501(C)(3) | CHARITABLE | $1,000 |
| COVENANT HOUSE | |||||||
| 1111 LOVETT BLVD | HOUSTON | TX | 77006 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| DAV CHARITABLE SERVICE TRUST INC | |||||||
| 860 DOLWICK DR | ERLANGER | KY | 41018 | N/A | 501(C)(3) | CHARITABLE | $5,000 |
| FRIENDS OF CTWC | |||||||
| PO BOX 485 | SPICEWOOD | TX | 78669 | N/A | 501(C)(3) | CHARITABLE | $5,000 |
| HABITAT FOR HUMANITY | |||||||
| 500 W BEN WHITE BLVD | AUSTIN | TX | 78704 | N/A | 501(C)(3) | CHARITABLE | $35,000 |
| HEART GIFT FOUNDATION | |||||||
| 8015 SHOAL CREEK BLVD STE 207 | AUSTIN | TX | 78757 | N/A | 501(C)(3) | CHARITABLE | $35,000 |
| HELPING HAND HOME FOR CHILDREN | |||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| HIGHLAND LAKES CANINE RESCURE | |||||||
| PO BOX 1275 | MARBLE FALLS | TX | 78654 | N/A | 501(C)(3) | CHARITABLE | $6,025 |
| HOPE HOUSE | |||||||
| 1705 COUNTY ROAD 285 | LIBERTY HILL | TX | 78642 | N/A | 501(C)(3) | CHARITABLE | $20,000 |
| MADD | |||||||
| 511 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | N/A | 501(C)(3) | CHARITABLE | $5,000 |
| MAKE A WISH CENTRAL & SOUTH TEXAS | |||||||
| 2224 WALSH TARLTON LN UNIT 200 | AUSTIN | TX | 78746 | N/A | 501(C)(3) | CHARITABLE | $45,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 2123 CHESTNUT ST | HOUSTON | TX | 77009 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| MD ANDERSON | |||||||
| 9011 MOUNTAIN RIDGE SUITE 150 | AUSTIN | TX | 78759 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| MEALS ON WHEELS AND MORE INC | |||||||
| 3227 E 5TH ST | AUSTIN | TX | 78702 | N/A | 501(C)(3) | CHARITABLE | $5,000 |
| MOBILE LOAVES & FISHES | |||||||
| 9301 HOG EYE RD STE 950 | AUSTIN | TX | 78724 | N/A | 501(C)(3) | CHARITABLE | $20,000 |
| NATIONAL POLICE ASSOCIATION INC | |||||||
| 8710 BASH STREET UNIT 501692 | INDIANAPOLIS | IN | 46250 | N/A | 501(C)(3) | CHARITABLE | $5,000 |
| NO KID HUNGRY | |||||||
| 1030 15TH ST NW SUITE 1100 W | WASHINGTON | DC | 20005 | N/A | 501(C)(3) | CHARITABLE | $5,000 |
| OPERATION FINALLY HOME | |||||||
| 1659 STATE HIGHWAY 46 W STE 115-606 | NEW BRAUNFELS | TX | 78132 | N/A | 501(C)(3) | CHARITABLE | $20,000 |
| PHOENIX CENTER | |||||||
| PO BOX 732 | MARBLE FALLS | TX | 78654 | N/A | 501(C)(3) | CHARITABLE | $25,000 |
| PLMA BACK THE BADGE | |||||||
| 508 S ROCK ST | GEORGETOWN | TX | 78627 | N/A | 501(C)(3) | CHARITABLE | $5,000 |
| RONALD MCDONALD HOUSE | |||||||
| 1315 BARBARA JORDAN BLVD | AUSTIN | TX | 78723 | N/A | 501(C)(3) | CHARITABLE | $25,000 |
| SCOTTISH RITE HOSPITAL | |||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | N/A | 501(C)(3) | CHARITABLE | $11,000 |
| SMILE TRAIN | |||||||
| 9415 BURNET RD UNIT 207 | AUSTIN | TX | 78758 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | 501(C)(3) | CHARITABLE | $25,000 |
| STREET YOUTH MINISTRY | |||||||
| 408 W 23RD ST BASEMENT | AUSTIN | TX | 78705 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| TEAM BLUELINE | |||||||
| 203 MARCIE CT | SENOIA | GA | 30276 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| THE FRIENDS OF THE SPICEWOOD LIBRARY | |||||||
| PO BOX 463 | SPICEWOOD | TX | 78669 | N/A | 501(C)(3) | CHARITABLE | $2,000 |
| THE SAFE ALLIANCE | |||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | N/A | 501(C)(3) | CHARITABLE | $10,000 |
| TUNNEL TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | 501(C)(3) | CHARITABLE | $35,000 |
| UNIVERSITY OF TEXAS | |||||||
| 9011 MOUNTAIN RIDGE SUITE 150 | AUSTIN | TX | 78759 | N/A | 501(C)(3) | CHARITABLE | $100,000 |
| AUSTIN COMMUNITY FOUNDATION | |||||||
| 4315 GUADALUPE ST STE 300 | AUSTIN | TX | 78751 | N/A | 501(C)(3) | CHARITABLE | $1,700,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,345,025 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,416 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $85,397 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$225,446 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$137,633 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$137,633 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENTS TO EARN FUNDS FOR CHARITABLE PURPOSES |
| 8 | INVESTMENTS TO EARN FUNDS FOR CHARITABLE PURPOSES |
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 | TAX PREP FEES | CategoryTxt |
| Amt | $3,685 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $21,136,654 | EOYBookValueAmt |
| EOYFMV | $49,390,808 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE DISTRIBUTION | Desc |
| Amt | $346,400 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOFTWARE SUBSCRIPTIONS | $120 | $0 | $0 |
| OFFICE EQUIPMENT | $934 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $612 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $55,317 | $0 | $0 |
| PAYROLL TAXES | $306 | $0 | $0 |
| FOREIGN TAX | $557 | $0 | $0 |