MR AND MRS NELSON RUSCHE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MR AND MRS NELSON RUSCHE FOUNDATION (EIN 31-1741790)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349109053
- Schema version
- 2021v4.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:53:49-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 844114850 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hollis Lewis & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2202 Timberloch Place 112 | AddressLine1Txt |
| City | The Woodlands | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77380 | 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 | 311741790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mr and Mrs Nelson Rusche Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MRAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9582 Escondido Drive | AddressLine1Txt |
| City | Willis | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77318 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Suzanne R Jefferys | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Suzanne R | PersonFirstNm |
| Person Last | Jefferys | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark E Hollis CPA PFS CFP CFS | PreparerPersonNm |
| PTIN | P00629100 | PTIN |
| Phone | 2813648888 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $303,221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $303,221 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $303,221 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $843,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $843,893 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $843,893 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,009,022 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,185,528 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,009,022 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,500,544 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $10,156,136 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,156,136 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,647,658 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $300 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $300 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $300 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,550 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $12,214 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,214 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $12,214 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $112,414 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $112,414 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $112,414 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $126,478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,478 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $126,478 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,226,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,478 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $126,478 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,100,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,929,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,029,658 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,521,180 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,325 | CashBOYAmt |
| Cash EOY | $89,593 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $1,566,718 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,175,561 | SavAndTempCashInvstEOYAmt |
| Prepaid Expenses BOY | $56,469 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $21,288,741 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,823,069 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $10,700,256 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,485,577 | CorporateBondsEOYAmt |
| Total Assets BOY | $33,704,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,573,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $11,990 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $11,990 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $33,704,509 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $41,561,810 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,704,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,561,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,704,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,573,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,704,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,929,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $69,413 | OtherIncreasesAmt |
| Subtotal | $41,703,580 | SubtotalAmt |
| Other Decreases | $141,770 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,561,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Charles Schwab | P | 2021-01-01 | 2021-12-31 | $14,147,472 | $10,647,408 | $3,500,064 | $3,500,064 |
| Charles Schwab | P | 2000-01-01 | 2021-12-31 | $13,037,576 | $7,529,098 | $5,508,478 | $5,508,478 |
| Centene Settlement | P | 2000-01-01 | $480 | $480 | $480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,009,022 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,500,544 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $139,412 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $139,412 | SubtotalAmt |
| Tax Based On Investment Income | $139,412 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $327,948 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $327,948 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $526 | EsPenaltyAmt |
| Overpayment | $188,010 | OverpaymentAmt |
| Applied To ES Tax | $188,010 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suzanne R Jefferys | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9362282226 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9582 Escondido Drive | AddressLine1Txt |
| City | Willis | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 773186618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Holly Michele Rosas | ||||||
| 1102 Alegria Road | Austin | TX | 78757 | Secr/Director | 0.00 | $0 |
| Suzanne R Jefferys | ||||||
| 9582 Escondido Drive | Willis | TX | 77318 | Pres/Treas | 0.00 | $0 |
| Jordan Brooke Jefferys | ||||||
| 9582 Escondido Drive | Willis | TX | 77318 | Director | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,100,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,100,000 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2000-12-13 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,100,000 | CurrentYearAmt |
| Year1 | $1,926,000 | Year1Amt |
| Year2 | $1,660,000 | Year2Amt |
| Year3 | $1,785,000 | Year3Amt |
| Total | $7,471,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,100,000 | CurrentYearAmt |
| Year1 | $1,926,000 | Year1Amt |
| Year2 | $1,660,000 | Year2Amt |
| Year3 | $1,785,000 | Year3Amt |
| Total | $7,471,000 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $33,704,509 | Year1Amt |
| Year2 | $38,386,736 | Year2Amt |
| Year3 | $33,067,665 | Year3Amt |
| Total | $105,158,910 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Suzanne Rusche Jefferys | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9582 Escondido Drive | AddressLine1Txt |
| City | Willis | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 773186618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7135824814 | RecipientPhoneNum |
| Form And Info And Materials | None specified | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| First Methodist Church - Houston | ||||||
| 1320 Main St | Houston | TX | 77002 | None | The Mission of the Church is to follow Jesus and to invite everybody to come along. | $300,000 |
| Depelchin Children's Center | ||||||
| 4950 Memorial Drive | Houston | TX | 77007 | None | The mission of the Center is to strengthen the lives of children by enhancing their mental health and physical well-being. The Center believes that every child deserves to be safe and healthy. An accredited foster care and adoption agency, DePelchin serves the most vulnerable children and families in Texas and works to break the cycles of abuse and neglect. | $30,000 |
| House of Peace | ||||||
| 502 Eldridge Road | Sugar Land | TX | 77478 | None | To support orphans who have survived terrorist attacks and promote Christianity. | $20,000 |
| Battleship Texas Foundation | ||||||
| One Riverway Suite 2200 | Houston | TX | 77056 | None | Preservation of historic structures. | $100,000 |
| SIRE Therapeutic Horsemanship | ||||||
| 11211 Katy Fwy Suite 660 | Houston | TX | 77079 | None | The mission of SIRE is to improve the quality of life for people with special needs through therapeutic horsemanship activities and therapies and educational outreach. | $50,000 |
| Con Mi Madre | ||||||
| 1825 Fort View Road Suite 114 | Austin | TX | 78704 | None | Con MI MADRE is a two-generation organization that empowers young Latinas and their mothers through education and support services that increase preparedness, participation, and success in post-secondary education. | $100,000 |
| Central Texas Food Bank | ||||||
| 6500 Metropolis Drive | Austin | TX | 78744 | None | To provide food supplies to disadvantage families and individuals in central Texas. | $10,000 |
| The Council on Recovery | ||||||
| P O Box 2768 | Houston | TX | 77252 | None | Our mission is to keep our community healthy, productive and safe by providing services and information to all who may be adversely affected by alcohol, drugs and related issues. | $50,000 |
| Sustainable Food Center | ||||||
| 2921 E 17th St Bldg C | Austin | TX | 78702 | None | To cultivate a just and regenerative food system so people and the environment can thrive. | $50,000 |
| Dress for Success Austin | ||||||
| 701 Tillery Suite A5 Box 11 | Austin | TX | 78702 | None | The Mission of Dress for Success Austin is to empower women to achieve economic independence by providing a network of support, professional attire and development tools to help them thrive in work and in life. | $15,000 |
| Mothers' Milk Bank at Austin | ||||||
| 5925 Dillard Cir | Austin | TX | 78752 | None | The organization's mission is to save babies' lives by providing prescribed donor human milk. | $20,000 |
| Kalin's Center | ||||||
| P O Box 901 | Crockett | TX | 75835 | None | The Mission of Kalin's Center is to provide a safe and child-friendly environment for abused children to tell their story. The center provides services to child victims up to the age of 18 years for:sexual, emotional and physical abuse as well as child neglect and child witnesses of crimes and their non-offending family members. | $50,000 |
| Lake Conroe Association | ||||||
| P O Box 376 | Willis | TX | 77378 | None | The Lake Conroe Association is a 501(c)3 non-profit corporation formed in 1977 by a group of concerned property owners, business leaders, developers and local bankers with the goal of controlling and/or eliminating an ever increasing infestation of Hydrilla. THe LCA also works closely with the San Jacinto River Authority and Texas Parks and WIldlife Department to represent people affected by Lake Conroe. | $50,000 |
| Leukemia Lymphoma Society South Tex | ||||||
| P O Box 735335 | Dallas | TX | 75373 | None | The organization's mission is to cure Leukemia, Lymphoma, Hodgkin Disease and Megalomania and improve the quality of life of patients and their families. | $15,000 |
| SAFE | ||||||
| P O BOX 19454 | Austin | TX | 78760 | To stop abuse for everyone. | $10,000 | |
| Hungry Souls | ||||||
| 7401 W Slaughter Lane 5025 | Austin | TX | 78739 | None | Mission is to provide an opportunity for food insecure children in the greater Austin area to have the nutrition necessary to succeed, thrive and break the cycle of poverty. | $5,000 |
| SFASU Foundation | ||||||
| P O Box 6092 SFA Station | Nacogdoches | TX | 75962 | None | Stephan F Austin State University is a comprehensive institution dedicated to excellence in teaching, research,scholarship, creative work, and service. Through the personal attention of our faculty and staff, we engage our students in a learner-centered environment and offer opportunities to prepare for the challenges of living in the global community. | $625,000 |
| The Fertility Foundation of Texas | ||||||
| 3801 N Capital of Texas Hwy E240 | Austin | TX | 78746 | None | Mission is to:- Educate the public about infertility as a curable medical condition.- Raise funds and award grant monies to patients to help offset the cost of medical treatment.- Fund research to discover more affordable infertility treatment options for all patients. | $100,000 |
| SEARCH Homeless Services | ||||||
| 2015 Congress Street | Houston | TX | 77002 | None | Mission is to provide services that engage, stabilize, educate, employ, and house the homeless. SEARCH is helping people who are homeless move from the streets, into jobs, and safe stable housing. | $10,000 |
| Austin Community Foundation | ||||||
| 4315 Guadalupe Street Suite 300 | Austin | TX | 78751 | None | The mission is to promote philanthropy and improve the quality of life in the Austin area through grants in the area of art/culture; eduction and training; community service and community development, environment; health; human services; recreation and leisure; and animal welfare. | $5,000 |
| Feeding Texas | ||||||
| 1524 S IH35 Suite 342 | Austin | TX | 78704 | None | Mission is to lead a unified effort for a hunger free Texas. | $10,000 |
| HealthStart Foundation Inc | ||||||
| 3710 Cedar Street Suite 227 | Austin | TX | 78705 | None | Mission is to build healthier communities through Children's Health and Science Education. | $15,000 |
| Montgomery County Crime Stoppers In | ||||||
| P O Box 1491 | Conroe | TX | 77305 | None | The Multi-County Crime Stoppers is a volunteer-operated 501 (c)(3) non-profit organizaton dedicated to keeping Montgomery, Liberty, and San Jacinto counties safe places to live, work and play. Their mission is to work with law enforcement agencies, news media outlets, and the public to publicize and gain intelligence on felony crimes occurring in our tri-county area and to assist in the apprehension of wanted felon fugutives. | $50,000 |
| Austin Sunshie Camps | ||||||
| PO Box 161270 | Austin | TX | 78716 | None | The mission is to provide overnight summer camp & year-round leadership programs to engage & empower local youth. | $25,000 |
| Breakthrough Central Texas | ||||||
| 1050 East 11th Street Suite 350 | Austin | TX | 78702 | None | Their mission is to create a path to and through college for students who will become the first in their families to earn a college degree. | $25,000 |
| Youth Justice Alliance | ||||||
| 6105 Sierra Arbor Ct | Austin | TX | 78759 | None | Mission of the 501(c)(3) organization is to empower high school students to serve as a resource of legal knowledge for the communities, provide free legal services through high school legal aid clinics, and support students with mentorships and institutional knowledge in pursuit of legal careers while working to democratize the law. | $25,000 |
| Generation Serve | ||||||
| P O Box 30575 | Austin | TX | 78751 | None | Thier mission is to engage children in volunteerism and empower them to make a difference in their communities. | $10,000 |
| Lowe Syndrome Associaition | ||||||
| 7025 CR 46A Suite 1071 | Lake Mary | FL | 32746 | None | Mission to improve the lives of persons with Lowe Syndrome and their families through fostering communication, providing education and supporting research so that individuals can attain their highest potential. | $275,000 |
| Snowdrop Foundation Inc | ||||||
| 7155 Old Katy Rd Ste N270 | Houston | TX | 77024 | None | The Foundation provides scholarships for college bound pediatric cancer patients and childhood cancer survivors while raising awareness and funding for continued research to cure childhood cancer. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,100,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $303,221 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $843,893 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,009,022 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,156,136 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,156,136 | 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 and accounting | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,550 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $300 | LegalFeesAmt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $300 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior year income taxes | Desc |
| Amt | $141,770 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Advisory fees | $111,014 | $111,014 | $111,014 |
| AMEX fees | $338 | $338 | $338 |
| Director meetings | $143 | $143 | $143 |
| Office supplies | $27 | $27 | $27 |
| P O Box | $175 | $175 | $175 |
| Postage | $18 | $18 | $18 |
| Recipient event | $699 | $699 | $699 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| IRS Refund | $15 |
| Non-Dividend Distributions | $23,587 |
| Prior year income tax | $45,811 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes | CategoryTxt |
| Amt | $12,214 | Amt |
| Net Investment Income | $12,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,214 | AdjustedNetIncomeAmt |