BILL WOOD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BILL WOOD FOUNDATION (EIN 26-3550320)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202233149349100443
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T10:54:43-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 1100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787019682 | 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 | 263550320 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILL WOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BILL | BusinessNameControlTxt |
| Phone | 5124840236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 RIO GRANDE STREET | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW S WHITE | PersonNm |
| Person Title | SECRETARY/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5124840236 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | WHITE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANA MCCARTNEY | PreparerPersonNm |
| PTIN | P01302365 | PTIN |
| Phone | 5123703200 | 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 | $9,312,328 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $162,163 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,372 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $484,798 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,885,211 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $484,798 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $846,961 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $636,170 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,986 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,993 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,993 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,643 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,382 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,251 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $184,011 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $126,993 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $716,856 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $716,856 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $900,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $843,849 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,906 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $579,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $620,693 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,442,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,442,776 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,689,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,401,085 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,401,085 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,970,464 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,468,467 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,468,467 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,280,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,312,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,312,328 | 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 | $9,280,370 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,312,328 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,280,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,312,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,280,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,312,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,280,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,906 | ExcessRevenueOverExpensesAmt |
| Other Increases | $85,864 | OtherIncreasesAmt |
| Subtotal | $9,312,328 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,312,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| RAYMOND JAMES - H699 | P | 2021-12-31 | $18,740 | $17,108 | $1,632 | $1,632 |
| RAYMOND JAMES - H699 | P | 2021-12-31 | $151,220 | $118,889 | $32,331 | $32,331 |
| RAYMOND JAMES - N720 | P | 2021-12-31 | $707,578 | $572,678 | $134,900 | $134,900 |
| RAYMOND JAMES - N720 | P | 2021-12-31 | $1,111,329 | $793,739 | $317,590 | $317,590 |
| RAYMOND JAMES - R413 | P | 2021-12-31 | $6,896,344 | $6,897,999 | -$1,655 | -$1,655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $484,798 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $134,877 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,052 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,052 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,052 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,208 | 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 | $2,208 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,844 | 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 | WILLIAM P WOOD | IndividualWithBooksNm |
| Phone | 5124840236 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 RIO GRANDE STREET | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM P WOOD | ||||||||
| 1000 RIO GRANDE STREET | AUSTIN | TX | 78701 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANDREW S WHITE | ||||||||
| PO BOX 49612 | AUSTIN | TX | 78765 | SECRETARY/EXECUTIVE DIRECT | 16.00 | $120,000 | $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 |
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 | $8,033,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $745,980 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,779,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,779,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,647,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $432,392 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $432,392 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,052 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,052 | TotalTaxAmt |
| Distributable Before Adj | $424,340 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $424,340 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $424,340 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $843,849 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $843,849 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $424,340 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,408 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $318,023 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $182,327 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,449 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $585,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $843,849 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $424,340 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $419,509 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,004,716 | 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 | $8,408 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $996,308 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $318,023 | ExcessFromYear4Amt |
| Excess From Year3 | $182,327 | ExcessFromYear3Amt |
| Excess From Year2 | $76,449 | ExcessFromYear2Amt |
| Excess From Current Year | $419,509 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM P WOOD | 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 COMMUNITY FOUNDATION | |||||||
| 4315 GUADALUPE ST 300 | AUSTIN | TX | 78751 | NONE | PC | IMPROVE THE LIVES OF PEOPLE IN A SPECIFIC REGION AND BEYOND | $135,000 |
| JUST COMMUNITY LLC | |||||||
| 1000 RIO GRANDE ST | AUSTIN | TX | 78701 | NONE | PC | INVESTING IN HARD-WORKING, LOW-INCOME ENTREPRENEURS WITH THE GOAL OF A MORE FINANCIALLY RESILIENT AMERICA. THE ORGANIZATION PROVIDES CAPITAL AND COACHING THROUGH A COMMUNITY OF SUPPORTIVE PEERS. | $100,000 |
| THE TRAIL FOUNDATION | |||||||
| 1221 S MOPAC EXPY SUITE 240 | AUSTIN | TX | 78746 | NONE | PC | HELP PROTECT, ENHANCE, AND PRESERVE THE BELOVED ANN AND ROY BUTLER HIKE-AND-BIKE TRAIL | $271,000 |
| AUSTIN PARKS FOUNDATION | |||||||
| PO BOX 6160 | AUSTIN | TX | 78762 | NONE | PC | HELP PROGRAMS TO ENCOURAGE POSITIVE USE OF PUBLIC SPACES IN NEIGHBORHOODS ACROSS AUSTIN | $100,000 |
| UNIVERSITY OF HOUSTON | |||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | NONE | PC | SUPPORT EDUCATIONAL PROGRAMS | $5,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | PC | SUPPORT EDUCATIONAL PROGRAMS | $96,656 |
| THE UNIVERSITY OF TEXAS AT DALLAS | |||||||
| 800 W CAMPBELL RD | RICHARDSON | TX | 75080 | NONE | PC | SUPPORT EDUCATIONAL PROGRAMS | $9,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $716,856 | 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 | $162,163 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $484,798 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $646,961 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $646,961 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM P WOOD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 RIO GRANDE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,986 | Amt |
| Net Investment Income | $6,993 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,993 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCRUED INTEREST PAID | $200 | $200 |
| ALLY FINL INC SR | $101,479 | $101,479 |
| ATLANTIC RICHFIELD CO | $200,762 | $200,762 |
| EDISON INTL SR GLBL | $100,960 | $100,960 |
| EXELON GENERATION CO LLC | $201,420 | $201,420 |
| FORT LAUDERDALE FLA | $50,000 | $50,000 |
| GOLDMAN SACHS GROUP INC | $29,748 | $29,748 |
| JABIL INC SR | $58,507 | $58,507 |
| KAISER FNDTN HOSP/HLTH | $181,202 | $181,202 |
| LOS ANGELES CALIF UNI | $51,198 | $51,198 |
| MCDONALDS CORP FR | $50,032 | $50,032 |
| NASDAQ INC CR | $49,928 | $49,928 |
| NATIONAL RURAL UTILS COOP | $70,967 | $70,967 |
| NORTH TEX TWY | $75,000 | $75,000 |
| RED RIVER ED FIN CORP | $45,430 | $45,430 |
| SYNCHRONY BANK FR | $100,870 | $100,870 |
| TYSON FOODS INC SR | $100,764 | $100,764 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODUCTS & CHEMICALS | $44,464 | $44,464 |
| APPLE INCORPORATED | $130,712 | $130,712 |
| BEST BUY INCORPORATED | $34,470 | $34,470 |
| CHUBB LIMITED | $50,642 | $50,642 |
| CISCO SYSTEMS INCORPORATED | $49,419 | $49,419 |
| CME GROUP INCORPORATED | $48,496 | $48,496 |
| COMCAST CORPORATION NEW CLASS A | $42,808 | $42,808 |
| DARDEN RESTAURANTS | $33,694 | $33,694 |
| DEVON ENERGY CORP | $39,540 | $39,540 |
| EATON CORPORATION PLC SHS | $60,119 | $60,119 |
| HOME DEPOT INCORPORATED | $57,088 | $57,088 |
| ISHARES CORE MSCI EMERGING | $1,062,800 | $1,062,800 |
| ISHARES INCORPORATED CORE MSCI | $121,919 | $121,919 |
| ISHARES TR CORE MSCI EAFE | $1,554,771 | $1,554,771 |
| JOHNSON & JOHNSON | $37,990 | $37,990 |
| JPMORGAN CHASE & COMPANY | $56,722 | $56,722 |
| MARATHON PETE CORPORATION | $26,922 | $26,922 |
| MEDTRONIC PLC SHS | $33,040 | $33,040 |
| MERCK & COMPANY INCORPORATED | $44,068 | $44,068 |
| MICROSOFT CORPORATION | $120,874 | $120,874 |
| MOTOROLA SOLUTIONS | $80,959 | $80,959 |
| NOVI LABS | $1,000,000 | $1,000,000 |
| SPDR COMMUNICATION SERVICES | $155,223 | $155,223 |
| SPDR CONSUMER DISCRETIONARY | $158,501 | $158,501 |
| SPDR ENERGY SELECT SECTOR FUND | $26,080 | $26,080 |
| SPDR FINANCIAL SELECT SECTOR FUND | $219,202 | $219,202 |
| SPDR HEALTH CARE SELECT SECTOR | $165,062 | $165,062 |
| SPDR INDUSTRIAL SELECT SECTOR FUND | $52,885 | $52,885 |
| SPDR TECHNOLOGY SELECT SECTOR FUND | $311,218 | $311,218 |
| UNION PACIFIC CORPORATION | $63,969 | $63,969 |
| VANGUARD FTSE ALL-WORLD EX-US | $277,491 | $277,491 |
| VANGUARD FTSE PACIFIC ETF | $161,982 | $161,982 |
| VERIZON COMMUNICATIONS | $33,123 | $33,123 |
| WALMART INCORPORATED | $44,832 | $44,832 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED APPRECIATION/DEPRECIATION | Desc |
| Amt | $85,864 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SERVICE FEES | $44,074 | $44,074 | $0 | $0 |
| TRAVEL EXPENSE | $1,539 | $1,539 | $0 | $0 |
| MISCELLANOUS EXPENSE | $30 | $30 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $4,251 | $4,251 | $0 | $0 |
| OTHER TAXES | $131 | $0 | $0 | $0 |