HARRY E AND EDA L MONTANDON CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARRY E AND EDA L MONTANDON CHARITABLE TR (EIN 82-6673963)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349101693
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T10:02:03-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKESKA MONAHAN & PECKHAM PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CONGRESS AVENUE SUITE 990 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | 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 | 826673963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY E AND EDA L MONTANDON CHARITABLE TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD BURATTI | InCareOfNm |
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 5125071772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13205 EL CAMINO ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78727 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BURATTIOTHERS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5124761040 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | BURATTIOTHERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN Z PECKHAM | PreparerPersonNm |
| PTIN | P00025928 | PTIN |
| Phone | 5124761040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $53,298,792 | 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 | $6,239 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $100,848 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100,848 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $685,789 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $685,789 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,625,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,408,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,625,929 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,418,805 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,412,566 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,890 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $337,533 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $231,136 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $106,397 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,601 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,601 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,225 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,887 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $482,136 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $335,352 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $146,784 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,605,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,605,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,087,136 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $335,352 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,751,784 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,331,669 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,077,214 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $832,577 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $858,578 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $858,578 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,129,870 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,410,246 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,400,630 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $35,704,774 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,872,081 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,474,584 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,088,456 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,822,835 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,876,348 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $509,405 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $685,412 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $643,210 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $90,217 | OtherAssetsBOYAmt |
| Other Assets EOY | $45,442 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $45,442 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,355,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,694,594 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,298,792 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $41,081,431 | CapitalStockBOYAmt |
| Capital Stock EOY | $41,087,670 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,273,868 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,606,924 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,355,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,694,594 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,355,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,694,594 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,355,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,331,669 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,626 | OtherIncreasesAmt |
| Subtotal | $45,694,594 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $45,694,594 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| US TRUST-ST BOX A-SEE ATTACHED | 2021-12-31 | $3,367,070 | $3,160,887 | $209,082 | $206,183 | |
| US TRUST-BOX B-SEE ATTACHED | 2021-12-31 | $405,279 | $419,238 | -$13,966 | -$13,959 | |
| US TRUST-BOX D-SEE ATTACHED | 2021-12-31 | $3,762,029 | $2,838,196 | $919,061 | $923,833 | |
| US TRUST-BOX E-SEE ATTACHED | 2021-12-31 | $893,993 | $854,357 | $33,830 | $39,636 | |
| US TRUST-ST BOX C-SEE ATTACHED | 2021-12-31 | $232 | $223 | $9 | $9 | |
| US TRUST-BOX F-SEE ATTACHED | 2021-12-31 | $1,346 | $1,079 | $267 | $267 | |
| AMERITRADE-ST BOX A-SEE ATTACHED | 2021-12-31 | $13,926,234 | $12,731,603 | $1,194,631 | $1,194,631 | |
| AMERITRADE-LT BOX D-SEE ATTACHED | 2021-12-31 | $19,860,344 | $17,769,745 | $2,090,599 | $2,090,599 | |
| CAPITAL GAIN DIVIDENDS | $192,416 | P | ||||
| CAPITAL GAIN DIVIDENDS | $192,416 | P | ||||
| CAPITAL GAIN DIVIDENDS | $192,416 | P | ||||
| CAPITAL GAIN DIVIDENDS | $192,416 | P | ||||
| CAPITAL GAIN DIVIDENDS | $192,416 | P | ||||
| CAPITAL GAIN DIVIDENDS | $192,416 | P | ||||
| CAPITAL GAIN DIVIDENDS | $192,416 | P | ||||
| CAPITAL GAIN DIVIDENDS | $192,416 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,625,929 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,573 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $70,573 | SubtotalAmt |
| Tax Based On Investment Income | $70,573 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,442 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $90,442 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $19,869 | OverpaymentAmt |
| Applied To ES Tax | $19,869 | 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 | false | 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 | HTTP://FDNWEB.ORG/MONTANDON | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD BURATTI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5125071772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13205 EL CAMINO ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78727 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD BURATTI | ||||||||
| 13205 EL CAMINO ROAD | AUSTIN | TX | 78727 | TRUSTEE | 0 | $15,000 | $0 | $0 |
| HENRY B MAYES JR | ||||||||
| 17500 NORTH LAKE HILLS DR | JONESTOWN | TX | 78645 | TRUSTEE | 0 | $15,000 | $0 | $0 |
| KATHLEEN M MAYES | ||||||||
| 17500 NORTH LAKE HILLS DR | JONESTOWN | TX | 78645 | TRUSTEE | 0 | $15,000 | $0 | $0 |
| ELINE BURATTI | ||||||||
| 13205 EL CAMINO ROAD | AUSTIN | TX | 78727 | TRUSTEE | 0 | $15,000 | $0 | $0 |
| BARRETT RIESS | ||||||||
| 13205 EL CAMINO ROAD | AUSTIN | TX | 78727 | TRUSTEE | 0 | $15,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US TRUST | |||||
| PO BOX 830269 | DALLAS | TX | 75283 | PROFESSIONAL SERVICE | $254,173 |
| AMG WEALTH ADVISORS | |||||
| 2700 VIA FORTUNA SUITE 100 | AUSTIN | TX | 78746 | PROFESSIONAL SERVICE | $83,360 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALL CHARITABLE ACTIVITIES OF FOUNDATION RELATE TO GRANT MAKING. | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,955,058 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $973,117 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,939,819 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,867,994 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,867,994 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $763,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,104,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,505,249 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,505,249 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,573 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,573 | TotalTaxAmt |
| Distributable Before Adj | $2,434,676 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,434,676 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,434,676 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,751,784 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,751,784 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,434,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,034,248 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,751,784 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,034,248 | AppliedToYear1Amt |
| Applied To Current Year | $1,717,536 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $717,140 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS AMBER CARDEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 W 3RD ST SUITE 2760 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787014706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5123972001 | RecipientPhoneNum |
| Form And Info And Materials | RESTRICTIONS OR LIMITATIONS ON AWARDS: TO PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS THAT ARE LEGALLY ESTABLISHED AND WHOSE PRINCIPAL OPERATIONS ARE IN TEXAS THAT SERVE (1) HANDICAPPED AND DISABLED INDIVIDUALS OF ALL AGES, OR (II) CHILDREN, WHETHER HANDICAPPED, DISABLED, ILL OR OTHERWISE DISADVANTAGED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES ARE NOV 1ST AND APRIL 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTHROPOS ARTS | |||||||
| 9038 N I-35 | AUSTIN | TX | 78753 | NONE | PC | SUPPORT MUSIC MENTORSHIP PROGRAM IN TITLE 1 SCHOOLS. | $25,000 |
| ANY BABY CAN | |||||||
| 6207 SHERIDAN AVE | AUSTIN | TX | 78723 | NONE | PC | SUPPORT EARLY CHILDHOOLD INTERVENTION PROGRAM. | $50,000 |
| AVANCE INC | |||||||
| 4900 GONZALEZ ST 116 | AUSTIN | TX | 78702 | PC | PROVIDE CHILDCARE FOR INFANTS-3 YEARS FOR LOW INCOME FAMILIES THROUGH FAMILY FRIENDS AND NEIGHBOR CURRICULUM. | $25,000 | |
| BREAKTHROUGH CENTRAL TEXAS | |||||||
| 1050 E 11TH ST | AUSTIN | TX | 78702 | PC | SUPPORT 6TH GRADE STUDENTS BUILD ACADEMIC SKILLS TO REACH COLLEGE. | $25,000 | |
| CENTER FOR WOMEN & THEIR WORK | |||||||
| 1311 E CESAR CHAVEZ ST | AUSTIN | TX | 78702 | NONE | PC | BRING ARTS EDUCATION BUILDINGS INTO ADA COMPLIANCE. | $75,000 |
| CASA OF TRAVIS COUNTY | |||||||
| 7600 CHEVY CHASE DR 200 | AUSTIN | TX | 78752 | NONE | PC | CHILD ADVOCACY SPECIALISTS TO OVERSEE CASA VOLUNTEERS. | $50,000 |
| DELL CHILDREN MEDICAL CENTER FDN | |||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | NONE | PC | SUPPORT EMERGENCY FAMILY RELIEF FOR LOW INCOME PATIENTS NEEDING HEART SURGERY. | $50,000 |
| FOSTER ANGELS OF CENTRAL TEXAS | |||||||
| 101 WESTLAKE DR STE 210 | AUSTIN | TX | 78746 | NONE | PC | SUPPORT GUIDE TO THRIVE PROGRAM. | $60,000 |
| GIRLS EMPOWERMENT NETWORK | |||||||
| 2801 S I-35 FRONTAGE RD 110 | AUSTIN | TX | 78741 | NONE | PC | PROVIDE ACTIVITY KITS AND VIRTUAL GIRL CONNECT TO AT-RISK GIRLS. | $50,000 |
| HOPE HOUSE OF AUSTIN | |||||||
| 1705 CO RD 285 | LIBERTY HILL | TX | 78642 | NONE | PC | UNRESTRICTED GRANT TO COMPLETE ACCREDITATION PROCESS TO CARE FOR DISABLED CHILDREN. | $50,000 |
| HOSPICE AUSTIN | |||||||
| 4107 SPICEWOOD SPRINGS RD | AUSTIN | TX | 78759 | NONE | PC | SUPPORT CAMP BRAVE HEART. | $25,000 |
| JEREMIAH PROGRAM | |||||||
| 1200 PAUL TERESA SALDANA ST | AUSTIN | TX | 78702 | NONE | PC | PROVIDE CHILDCARE FOR SINGLE MOTHERS ENROLLED IN SCHOOL. | $35,000 |
| MAINSPRING SCHOOLS | |||||||
| 1100 W LIVE OAK ST | AUSTIN | TX | 78704 | NONE | PC | GENERAL OPERATING SUPPORT. | $45,000 |
| MARBRIDGE FOUNDATION INC | |||||||
| 1100 W LIVEOAK ST | AUSTIN | TX | 78704 | NONE | PC | RENOVATION TO CREATE INDUSTRIAL KITCHEN. | $75,000 |
| PEOPLE'S COMMUNITY CLINIC | |||||||
| 1101 CAMINO LA COSTA | AUSTIN | TX | 78752 | NONE | PC | AFFORDABLE HEALTHCARE FOR LOW INCOME CHILDREN. | $25,000 |
| REACH UNLIMITED | |||||||
| 11832 MUELLER CEMENTARY RD BLDG B | CYPRESS | TX | 77429 | NONE | PC | SUPPORT CONNECTIONS PROJECT PURCHASE OF HARDWARE AND SOFTWARE. | $15,000 |
| TEXAS RAMP PROJECT | |||||||
| 105 LBJ DR | JOHNSON CITY | TX | 78636 | NONE | PC | PROVIDE WHEELCHAIR RAMPS FOR LOW INCOME PEOPLE WITH DISABILITIES. | $35,000 |
| DOWN HOME RANCH | |||||||
| 20250 FM 619 | ELGIN | TX | 78621 | NONE | PC | PURCHASE THREE RANCH VEHICLES AND UPGRADES TO POOL FACILITY. | $100,000 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 409 SOUTH MONROE | AMARILLO | TX | 79101 | NONE | PC | SUPPORT YOUTH BEHAVIOR MODIFICATION AND HEALING PROGRAM. | $100,000 |
| ROCK-RIDE ON CENTER FOR KIDS | |||||||
| 2050 RICKRIDE LN | GEORGETOWN | TX | 78626 | NONE | PC | CAPITAL CAMPAIGN TO PURCHASE LAND FOR EXPANSION | $100,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 1315 BARBARA JORDAN BLVD | AUSTIN | TX | 78723 | NONE | PC | CAPITAL CAMPAIGN TO EXPAND HOUSE AT MUELLER. | $100,000 |
| AGE OF CENTRAL TEXAS | |||||||
| 3710 CEDAR ST | AUSTIN | TX | 78705 | NONE | PC | CONSTRUCTION OF SOUTH AUSTIN FACILITY | $25,000 |
| ARC OF THE CAPITAL AREA | |||||||
| 1106 CLAYTON LN | AUSTIN | TX | 78723 | NONE | PC | ONLINE GROUP DAY HABILITATION SERVICES FOR THOSE WITH INTELLECTUAL AND DEVELOPMENT DISABILITIES. | $25,000 |
| ASSISTANCE LEAGUE OF AUSTIN | |||||||
| 4901 BURNET RD | AUSTIN | TX | 78756 | NONE | PC | SUPPORT OPERATION IMPACT PROJECT TO PROVIDE CLOTHING AND OTHER SUPPORT TO SCHOOL CHILDREN | $25,000 |
| ASSITANCE LEAGUE OF EL PASO | |||||||
| 2728 YANDELL DR | EL PASO | TX | 79903 | NONE | PC | OPERATION SCHOOL BELL CLOTHING FOR CHILDREN GRADES 1-5. | $25,000 |
| AUSTIN CHILDREN'S MUSEUM | |||||||
| 1830 SIMOND AVE | AUSTIN | TX | 78723 | NONE | PC | SUPPORT LITTLE THINKERS PRESCHOOL. | $25,000 |
| AUSTIN DIAPER BANK | |||||||
| 2210 DENTON DR | AUSTIN | TX | 78758 | NONE | PC | DIAPER DISTRIBUTION PROGRAM FOR LOW INCOME FAMILIES. | $10,000 |
| AUSTIN HABITAT FOR HUMMANITY | |||||||
| 500 W BEN WHITE BLVD | AUSTIN | TX | 78704 | NONE | PC | DIRECT COST OF BUILDING A HOME FOR SINGLE MOTHER. | $25,000 |
| AUSTIN SMILES | |||||||
| 9415 BURNET RD 207 | AUSTIN | TX | 78758 | NONE | PC | EXPAND CENTRAL TEXAS CLEFT COMMUNITY PROGRAMS FOR CHILDREN. | $50,000 |
| AUSTIN YMBL SUNSHINE CAMP | |||||||
| 2225 ANDREW ZILKER RD | AUSTIN | TX | 78746 | NONE | PC | OVERNIGHT SUMMER CAMP PROGRAM FOR CAMPER AGE 8-15. | $25,000 |
| BASTROP COUNTY EMERGENCY | |||||||
| 1311 CHESTNUT ST | BASTROP | TX | 78602 | NONE | PC | NIBBLES: THE NUTRITION IN BACKPACKS BEFORE LITTLE ONES EXIT SCHOOL PROGRAM WEEKEND MEALS AND SNACKS FOR LOW INCOME STUDENTS. | $25,000 |
| BOOKSPRING | |||||||
| 1807 W SLAUGHTER LN BLDG 1 | AUSTIN | TX | 78748 | NONE | PC | PURCHASE MULTI-LINGUAL CHILDREN'S BOOKS FOR LOW INCOME CHILDREN AGES 1-12. | $15,000 |
| BOYS & GIRLS CLUBS OF AUSTIN | |||||||
| 6648 ED BLUESTEIN BLVD | AUSTIN | TX | 78723 | NONE | PC | PROVIDE CLUBS WITH YOUTH DEVELOPMENT PROGRAMMING. | $20,000 |
| CANDLELIGHT RANCH | |||||||
| 6408 MULESHOE BEND TRAIL | MARBLE FALLS | TX | 78654 | NONE | PC | SUPPORT PROJECT HEAL FOR CHILDREN WITH SPECIAL NEEDS. | $40,000 |
| CAPITAL IDEA | |||||||
| 835 N PLEASANT VALLEY RD 3RD FLOOR | AUSTIN | TX | 78702 | NONE | PC | EMPOWER LOW INCOME YOUTH, AGES 18-20 TO DEVELOP SKILLS AND PREPARE FOR EMPLOYMENT. | $10,000 |
| CARITAS OF AUSTIN | |||||||
| 611 NECHES ST | AUSTIN | TX | 78701 | NONE | PC | YOUTH HOMELESSNESS DEMONSTRATION PROJECT. | $25,000 |
| CASA OF CENTRAL TEXAS | |||||||
| 1619 COMMON ST 301 | NEW BRAUNFELS | TX | 78130 | NONE | PC | TRAIN VOLUNTEER TO ADVOCATE FOR CHILDREN WHO HAVE BEEN ABUSED, NEGLECTED AND/OR IN FOSTER CARE. | $35,000 |
| CENTER FOR CHILD PROTECTION | |||||||
| 8509 FM 969 2 | AUSTIN | TX | 78724 | NONE | PC | GENERAL OPERATING SUPPORT TO ASSIST VICTIMS OF CHILD ABUSE WITH CRITICAL SERVICE. | $20,000 |
| THE CHRISTI CENTER | |||||||
| 2306 HANCOCK DR | AUSTIN | TX | 78756 | NONE | PC | PROVIDE GRIEF SUPPORT TO CHILDREN AND YOUTH AGES 5-18. | $10,000 |
| COMMUNITIES IN SCHOOLS | |||||||
| 3000 S I-35 FRONTAGE RD STE 200 | AUSTIN | TX | 78704 | NONE | PC | CIS STUDENT AND FAMILY ASSISTANCE FUND. | $30,000 |
| CON MI MADRE | |||||||
| 1825 FORT VIEW RD | AUSTIN | TX | 78704 | NONE | PC | CAPACITY GRANT TO ASSIST YOUNG HISPANIC WOMEN TO GRADUATE HIGH SCHOOL AND ENTER COLLEGE. | $25,000 |
| COUNCIL ON AT RISK YOUTH | |||||||
| 3710 CEDAR ST | AUSTIN | TX | 78705 | NONE | PC | VIOLENCE PREVENTION PROGRAM AT DEL VALLE HIGH SHOOL TO REDUCE INCARCERATION RATES. | $25,000 |
| CREATIVE ACTION | |||||||
| 1023 SPRINGDALE RD BLDG 3 | AUSTIN | TX | 78721 | NONE | PC | AFTERSCHOOL CARE PROGRAMMING FOR LOW INCOME YOUTH | $25,000 |
| FAMILY ELDERCARE | |||||||
| 1700 RUTHERFORD LN | AUSTIN | TX | 78754 | NONE | PC | GUARDIANSHIP PROGRAM FOR ADULTS WITH DISABILITIES | $25,000 |
| GIRL SCOUTS OF CENTRAL TEXAS | |||||||
| 12012 PARK 35 CIR | AUSTIN | TX | 78753 | NONE | PC | GIRL SCOUTS BEYOND BARS PROGRAM FOR GIRLS WHOSE MOTHERS ARE INCARCERATED. | $20,000 |
| HALF HELEN FOUNDATION | |||||||
| 1023 SPRINGDALE RD | AUSTIN | TX | 78721 | NONE | PC | PEDIATRIC VISION CARE ON OPTICAL PRIME MOBILE VISION CLINIC FOR LOW INCOME CHILDREN. | $50,000 |
| HAND TO HOLD | |||||||
| 12325 HYMEADOW DR STE 4-102 | AUSTIN | TX | 78750 | NONE | PC | ASSIST GROWTH AND EXPANSION OF PROGRAMS IN NICUS ACROSS TEXAS. | $50,000 |
| JUNIOR LEAGUE OF AUSTIN | |||||||
| 5330 BLUFFSTONE LN | AUSTIN | TX | 78759 | NONE | PC | SUPPORT FOOD IN TUMMIES, COATS FOR KIDS AND KIDS IN COOL SHOES PROGRAMS FOR LOW INCOME CHILDREN. | $40,000 |
| MANOS DE CRISTO INC | |||||||
| 4911 HARMON AVE | AUSTIN | TX | 78751 | NONE | PC | DENTAL SERVICES TO UNDERSERVED CHILDREN. | $25,000 |
| MARK KILROY FOUNDATION | |||||||
| 13304 HWY 6 | SANTA FE | TX | 77510 | NONE | PC | AWARD ANTI-DRUG COLLEGE SCHOLARSHIPS TO DISADVANTAGED YOUTH. | $50,000 |
| MEALS ON WHEELS | |||||||
| 3227 E 5TH ST | AUSTIN | TX | 78702 | NONE | PC | PROVIDE MEALS TO SENIORS AND INDIVIDUALS WITH DISABILITIES. | $25,000 |
| MIRACLE FARM INC | |||||||
| 10802 FM 2621 | BRENHAM | TX | 77833 | NONE | PC | TRAUMA FOCUSED COUNSELING SERVICES FOR YOUNG MEN. | $30,000 |
| MOBILE LOAVES & FISHES INC | |||||||
| 9301 HOG EYE RD STE 950 | AUSTIN | TX | 78724 | NONE | PC | COMMUNITY FIRST VILLAGE FUNDS TO BE USED FOR NEW HOME BUILDS I.E. MICRO-HOUSES, RVS OR TRAVEL TRAILER. | $100,000 |
| OPEN DOOR PRESCHOOL | |||||||
| 1717 W 10TH ST | AUSTIN | TX | 78703 | NONE | PC | SUPPORT BUILDING 3RD CAMPUS IN LAUREL CREEK. | $25,000 |
| OPEN MY WORLD THERAPEUTIC | |||||||
| 5300 COUNTY RD 279 | LEANDER | TX | 78641 | NONE | PC | PURCHASE FARM EQUIPMENT TO ENHANCE THERAPEUTIC RIDING PROGRAM. | $65,000 |
| PARTNERSIPS FOR CHILDREN | |||||||
| 14000 SUMMIT DR | AUSTIN | TX | 78728 | NONE | PC | SUPPLY BASIC NEEDS TO CHILDREN IN CARE OF CHILD PROTECTIVE SERVUCES. | $25,000 |
| THE REFUGEE FOR DMST | |||||||
| PO BOX 90804 | AUSTIN | TX | 78709 | NONE | PC | CIRCLE OF CARE PROGRAM. PROVIDE THERAPEUTIC SUPPORT FOR GIRLS AT THE REFUGEE RANCH. | $25,000 |
| THE RISE SCHOOL OF AUSTIN | |||||||
| 4800 MANOR RD BLDG J | AUSTIN | TX | 78723 | NONE | PC | SPEECH THERAPY PROGRAM FOR CHILDREN. | $25,000 |
| SAFE IN AUSTIN | |||||||
| 14601 HONEYCOMB DR | LEANDER | TX | 78641 | NONE | PC | BUILD BARN TO HOUSE OFFICE AND THERAPY ROOMS FOR HEALING HEARTS VISITORS. | $50,000 |
| SETTLEMENT HOME FOR CHILDREN | |||||||
| 1600 PAYTON GIN RD | AUSTIN | TX | 78758 | NONE | PC | PROVIDE BASIC NEEDS FOR GIRLS IN RESIDENTIAL TREATMENT CENTER AND GROUP HOME PROGRAM. | $50,000 |
| FOUNDATION AT SHIELD RANCH | |||||||
| 9433 BEE CAVES RD | AUSTIN | TX | 78733 | NONE | PC | CONSTRUCT SCREENED SLEEPING SHELTERS AT THE CAMPSITE AT SHIELD RANCH. | $35,000 |
| TEXAS CAN ACADEMIES AUSTIN | |||||||
| 2406 ROSEWOOD AVE | AUSTIN | TX | 78702 | NONE | PC | SUPPORT STUDENT ASSISTANCE PROGRAM PROVIDE MENTAL AND BEHAVIORAL HEALTH RESOURCES AND SERVICES TO VULNERABLE STUDENTS. | $25,000 |
| WOMEN'S STORYBOOK PROJECT TEXAS | |||||||
| 5524 BEE CAVES RD | AUSTIN | TX | 78746 | NONE | PC | SUPPORT WSP BY MAIL PROGRAM BENEFITING CHILDREN WITH INCARCERATED MOTHERS. | $25,000 |
| WONDERS & WORRIES | |||||||
| 9101 BURNET RD STE 205 | AUSTIN | TX | 78758 | NONE | PC | PROVIDE THERAPEUTIC SESSIONS AND CONSULTATIONS FOR FAMILIES IN CENTRAL TEXAS. | $25,000 |
| YOUTH AND FAMILY ALLIANCE | |||||||
| 3700 S 1ST ST | AUSTIN | TX | 78704 | NONE | PC | SUPPORT STREET OUTREACH PROGRAM. | $25,000 |
| WEST TEXAS REHABILITATION CENTER | |||||||
| 3001 S JACKSON | SAN ANGELO | TX | 76904 | NONE | PC | SUPPORT ADDULT THERAPY PROGRAMS. | $100,000 |
| DELL CHILDREN MEDICAL CENTER | |||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | NONE | PC | NEW CAPITAL CAMPAIGN. | $25,000 |
| AMERICAN YOUTHWORKS | |||||||
| 1901 E BEN WHITE BLVD | AUSTIN | TX | 78741 | NONE | PC | STUDENT TRAINING IN TEXAS CONSERVATION CORPS AND DISASTER RELIEF PROGRAMS. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,605,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $100,848 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $685,789 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,625,929 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,412,566 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,412,566 | 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 |
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 | ESTATE OF EDA MONTANDON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13205 EL CAMINO ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78727 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,239 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND RELATED ACCOUNTING FEE | CategoryTxt |
| Amt | $19,890 | Amt |
| Net Investment Income | $19,890 | NetInvestmentIncomeAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| U S TRUST |
| INVESTMENT ADVISOR AND ALSO AN ADVISOR FOR GRANT-MAKING. |
| AMG WEALTH ADVISORS |
| INVESTMENT ADVISOR. |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PRIVATE FOUNDATION TAX RETURN IS ON EXTENSION UNTIL 11/15/2022. AFTER TAX RETURN IS FILED, WE WILL PROVIDE ATTORNEY GENERAL WITH REQUIRED INFORMATION. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US TRUST SEE ATTACHED SCH | BondNm |
| EOY Book Value | $5,822,835 | EOYBookValueAmt |
| EOYFMV | $5,876,348 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST SEE DETAIL | $12,048,676 | $19,391,328 |
| AMG/AMERITRAD SEE DETAIL | $0 | $0 |
| TRUIST SEE DETAIL | $24,823,405 | $25,083,256 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,410,246 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,400,630 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | US TRUST SEE ATTACHED SCH | CategoryOrItemTxt |
| Book Value | $685,412 | BookValueAmt |
| EOYFMV | $643,210 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIOR YEAR TAX OVERPAYMENT | $80,069 | $45,442 | $45,442 |
| TAX REFUND DUE FROM ESTATE | $10,148 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE E&O | $5,775 | $2,888 | $2,887 |
| BANK FEES | -$366 | -$366 | |
| INVESTMENT FEES | $6,703 | $6,703 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREVIOUSLY TAXED INCOME RECEIVED IN 2021 | Desc |
| Amt | $7,626 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $231,136 | $231,136 | |
| GRANT MAKING FEES | $106,397 | $106,397 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $2,974 | $2,974 |
| INCOME TAX PAID | $34,627 | $34,627 |