HOLT ATHERTON EDUCATION FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOLT ATHERTON EDUCATION FOUNDATION (EIN 74-2087236)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-15
- IRS object ID
- 202223199349104177
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:00:17-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742517804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUNDIFF ROGERS & SOLT PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6243 W IH 10 STE 603 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742087236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLT ATHERTON EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLT | BusinessNameControlTxt |
| Phone | 2108672524 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 WYCKHAM RISE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEARY ATHERTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2108672524 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEARY | PersonFirstNm |
| Person Last | ATHERTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY S BULLINGTON | PreparerPersonNm |
| PTIN | P00497695 | PTIN |
| Phone | 2107349500 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
| 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 | $513,122 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,653 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,653 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,439 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $159,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,439 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $48,092 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,092 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,653 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,200 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $6,943 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,943 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $6,943 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,143 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,143 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,449 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,949 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,510 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,196 | CashBOYAmt |
| Cash EOY | $21,338 | CashEOYAmt |
| Cash EOYFMV | $21,337 | CashEOYFMVAmt |
| Corporate Stock BOY | $380,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $399,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $491,465 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $320 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $320 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $405,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $421,506 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $513,122 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $546 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $546 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $231,307 | CapitalStockBOYAmt |
| Capital Stock EOY | $231,307 | CapitalStockEOYAmt |
| Retained Earning BOY | $173,445 | RetainedEarningBOYAmt |
| Retained Earning EOY | $190,199 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $404,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $421,506 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $405,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $421,506 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $404,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,449 | ExcessRevenueOverExpensesAmt |
| Subtotal | $422,201 | SubtotalAmt |
| Other Decreases | $695 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $421,506 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4 AMGEN | P | 2020-07-13 | 2021-07-06 | $977 | $1,013 | -$36 | -$36 |
| 222 WESTERN UNION CO | P | 2019-10-02 | 2021-08-10 | $4,986 | $5,050 | -$64 | -$64 |
| 446 M D U RESOURCES GRP | P | 2022-05-25 | $11,993 | $13,169 | -$1,176 | -$1,176 | |
| 23 BANK OF NY MELLON | P | 2020-07-16 | 2021-07-12 | $1,158 | $842 | $316 | $316 |
| 272 VANGUARD TOTAL INTERNATIONAL STK | P | 2021-09-20 | $17,228 | $16,580 | $648 | $648 | |
| 65 T-MOBILE US INC | P | 2016-08-26 | 2022-06-08 | $8,787 | $2,991 | $5,796 | $5,796 |
| 46 INTERNATIONAL PAPER | P | 2021-07-01 | $2,834 | $2,025 | $809 | $809 | |
| .5454 SYLVAMO CORP | P | 2019-10-16 | 2021-10-01 | $14 | $13 | $1 | $1 |
| 70 UBS GROUP | P | 2020-01-10 | 2021-07-01 | $1,082 | $875 | $207 | $207 |
| 179 DEVON ENERGY CORP | P | 2020-10-06 | 2021-10-07 | $6,895 | $1,819 | $5,076 | $5,076 |
| 9 LOWES COS INC | P | 2020-01-10 | 2021-07-01 | $1,734 | $984 | $750 | $750 |
| 41 CIENA CORP | P | 2019-07-23 | 2021-11-08 | $2,472 | $1,794 | $678 | $678 |
| 13 SAP SE SPONSORED ADR | P | 2020-05-14 | 2021-07-08 | $1,897 | $1,394 | $503 | $503 |
| 19 SYLVAMO CORP | P | 2021-11-08 | $530 | $394 | $136 | $136 | |
| 44 INTERPUBLIC GRP COS | P | 2019-07-12 | 2021-07-12 | $1,451 | $1,041 | $410 | $410 |
| 118 CIENA CORP | P | 2021-11-09 | $7,080 | $4,720 | $2,360 | $2,360 | |
| 336 BANK OF AMERICA CORP | P | 2021-07-15 | $13,145 | $5,732 | $7,413 | $7,413 | |
| 206 CENTERPOINT ENERGY | P | 2020-06-17 | 2021-11-11 | $5,508 | $3,818 | $1,690 | $1,690 |
| 45 CITRIX SYSTEMS INC | P | 2020-07-31 | 2021-07-29 | $4,452 | $6,250 | -$1,798 | -$1,798 |
| 126 CENTERPOINT ENERGY | P | 2020-06-17 | 2021-11-12 | $3,339 | $2,335 | $1,004 | $1,004 |
| 26 CENTERPOINT ENERGY | P | 2020-06-17 | 2021-08-02 | $666 | $482 | $184 | $184 |
| 30 WILLIAMS SONOMA | P | 2020-08-11 | 2021-12-03 | $5,360 | $2,820 | $2,540 | $2,540 |
| 44 HP INC | P | 2020-07-30 | 2021-08-02 | $1,280 | $757 | $523 | $523 |
| 129 DEVON ENERGY CORP | P | 2022-02-01 | $6,755 | $1,283 | $5,472 | $5,472 | |
| 8 WALMART INC | P | 2020-01-23 | 2021-08-02 | $1,136 | $927 | $209 | $209 |
| 340 VICI PROPERTIES INC | P | 2022-02-01 | $9,790 | $8,682 | $1,108 | $1,108 | |
| 77 JEFFERIES FINL | P | 2018-10-26 | 2021-08-04 | $2,588 | $1,571 | $1,017 | $1,017 |
| 184 MAGNA INTL INC | P | 2022-03-01 | $12,705 | $16,925 | -$4,220 | -$4,220 | |
| 15 CITIGROUP INC | P | 2018-06-19 | 2021-08-06 | $1,068 | $997 | $71 | $71 |
| 212 VANGUARD TOTAL INTERNATIONAL STK | P | 2020-12-09 | 2022-03-01 | $12,466 | $12,541 | -$75 | -$75 |
| 2 BROADCOM INC | P | 2020-07-13 | 2021-08-10 | $966 | $634 | $332 | $332 |
| 56 T-MOBILE US INC | P | 2022-04-08 | $7,436 | $2,881 | $4,555 | $4,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,439 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,518 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $555 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $555 | SubtotalAmt |
| Tax Based On Investment Income | $555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $875 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $875 | TotalPaymentsAndCreditsAmt |
| Overpayment | $320 | OverpaymentAmt |
| Applied To ES Tax | $320 | 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 | false | 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 |
| Individual With Books | PARKER ATHERTON | IndividualWithBooksNm |
| Phone | 2108672524 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 WYCKHAM RISE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| PARKER ATHERTON | ||||||||
| 134 WYCKHAM RISE | SAN ANTONIO | TX | 78209 | TREASURER | 0.50 | $0 | $0 | $0 |
| GEARY ATHERTON | ||||||||
| 1250 NE LOOP 410 | SAN ANTONIO | TX | 78209 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| PETER ATHERTON | ||||||||
| 5911 CAMINO SECO | AUSTIN | TX | 78731 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $561,693 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $588,272 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $588,272 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $579,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $555 | TotalTaxAmt |
| Distributable Before Adj | $28,417 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,417 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,417 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,417 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,601 | UndistributedIncomePYAmt |
| Qualifying Distributions | $22,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,601 | AppliedToYear1Amt |
| Applied To Current Year | $899 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $27,518 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PARKER ATHERTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 WYCKHAM RISE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2108672524 | RecipientPhoneNum |
| Form And Info And Materials | A GRANT REQUEST FROM AN ORGANIZATION SHOULD BE SUBMITTED IN THE FOLLOWING MANNER: 1) THE REQUEST FOR THE GRANT FROM THE ORGANIZATION SHOULD BE RECEIVED ON THE ORGANIZATION LETTERHEAD. 2) THE LETTER SHOULD CONTAIN THE FOLLOWING INFORMATION: A) A NON-TECHNICAL DESCRIPTION RELATED TO THE DESIRED USE OF THE GRANT B) BUDGET INDICATING THE SPECIFIC GRANT AMOUNT REQUESTED C) A COPY OF THE ORGANIZATION'S EXEMPTION LETTER FROM THE IRS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AUSTIN COMMUNITY FOUNDATION | |||||||||
| 4315 GUADALUPE STREET | SUITE 300 | AUSTIN | TX | 78751 | NONE | TAX EXEMPT | SUPERHERO KIDS | $500 | |
| AUSTIN FILM SOCIETY | |||||||||
| 1901 E 51ST STREET | AUSTIN | TX | 78723 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | ||
| BRACKENRIDGE CONSERVANCY | |||||||||
| 531 BRACKENRIDGE WAY | SAN ANTONIO | TX | 78212 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | ||
| DELL CHILDREN'S FOUNDATION | |||||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | ||
| GIRLS EMPOWERMENT NETWORK | |||||||||
| PO BOX 3122 | AUSTIN | TX | 78704 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | ||
| GUADALUPE COUNTY YOUTH LIVESTOCK | |||||||||
| PO BOX 1400 | SEGUIN | TX | 78156 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | SHOW | |
| HIGHLAND PARK ELEMENTARY PTA | |||||||||
| 7015 WESTCHESTER DR | DALLAS | TX | 75205 | NONE | TAX EXEMPT | SPRING FUNDRAISER | $500 | ||
| HUMANITARIAN PROJECT | |||||||||
| 7324 BALTIMORE AVE | TAKOMA PARK | MD | 20912 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | ||
| LEAD PROGRAM | |||||||||
| 3615 SAUER ST | HOUSTON | TX | 77004 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | ||
| LOUISE BATZ PATIENT SAFETY | |||||||||
| 7000 JUNEBERRY COVE | AUSTIN | TX | 78750 | NONE | TAX EXEMPT | AUSTIN COMMUNITY LEADERSHIP BOARD | $500 | FOUNDATION | |
| MEEKER EDUCATIONAL FOUNDATION | |||||||||
| 555 GARFIELD STREET | MEEKER | CO | 81641 | NONE | TAX EXEMPT | GENERAL FUNDS | $2,000 | ||
| MIND SCIENCE FOUNDATION | |||||||||
| 117 W EL PRADO DR | SAN ANTONIO | TX | 78212 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,250 | ||
| NATURE CONSERVANCY | |||||||||
| 4245 N FAIRFAX DR | SUITE 100 | ARLINGTON | VA | 22203 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | |
| PLANNED PARENTHOOD OF SOUTH TEXAS | |||||||||
| 2140 BABCOCK RD | SAN ANTONIO | TX | 78229 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | ||
| ROBB SCHOOL MEMORIAL | |||||||||
| 1000 N GETTY ST | UVALDE | TX | 78801 | NONE | TAX EXEMPT | GENERAL FUNDS | $750 | ||
| SAINT MARY'S HALL | |||||||||
| 9401 STARCREST DR | SAN ANTONIO | TX | 78217 | NONE | TAX EXEMPT | GENERAL FUNDS | $5,000 | ||
| SAN ANTONIO ALL STARS | |||||||||
| 2006 W COMMERCE | SAN ANTONIO | TX | 78207 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | ||
| SAN ANTONIO BOOK FESTIVAL | |||||||||
| 1201 AVENUE B | UNIT 1011 | SAN ANTONIO | TX | 78215 | NONE | TAX EXEMPT | GENERAL FUNDS | $1,000 | |
| THE SETTLEMENT HOME FOR CHILDREN | |||||||||
| 1600 PAYTON GIN RD | AUSTIN | TX | 78758 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | ||
| THE TRAIL FOUNDATION | |||||||||
| PO BOX 5195 | AUSTIN | TX | 78763 | NONE | TAX EXEMPT | GENERAL FUNDS | $500 | ||
| UT HEALTH MD ANDERSON | |||||||||
| PO BOX 4464 | HOUSTON | TX | 77210 | NONE | TAX EXEMPT | GENERAL FUNDS | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,439 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $48,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,092 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,200 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $399,848 | EOYBookValueAmt |
| EOYFMV | $491,465 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND RECEIVABLE | Desc |
| EOY Book Value | $320 | EOYBookValueAmt |
| EOYFMV | $320 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAX | $555 |
| SECURITIES BASIS ADJUSTMENT | $140 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CHARLES SCHWAB & CO | $5,993 | $5,993 | $5,993 |
| BOOKKEEPING | $950 | $950 | $950 |