SHETH SANGREAL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHETH SANGREAL FOUNDATION (EIN 45-3779543)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-01
- IRS object ID
- 202103059349100880
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Amortization Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-01T09:57:41-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943342694 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAH & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 California Street Suite 411 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453779543 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sheth Sangreal Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHET | BusinessNameControlTxt |
| Phone | 5125519258 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3502 SACRED MOON COVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW GELLER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Signature | 2021-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | GELLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN R MAH | PreparerPersonNm |
| PTIN | P00522319 | PTIN |
| Phone | 4159811111 | 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 | 2020 | 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 | $17,866,987 | 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 | $12,360,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $47,080 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47,080 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $47,080 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,465 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,465 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$799,842 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,560,158 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $146,791 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $146,791 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $146,791 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,757,494 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,336 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $197,336 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,080 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,080 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,360 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $56,911 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $56,911 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $122 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $122 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $449,426 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $429,754 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $539,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $520,227 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,422,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,422,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,962,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,942,757 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,795,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $197,336 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,960,673 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,611,381 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,611,381 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $83,740 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,244,019 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,244,019 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $27,509 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,587 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,587 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,071,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,866,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,866,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,071,922 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,866,987 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,071,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,866,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,071,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,866,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,071,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,795,065 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,866,987 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,866,987 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PING IDENTIY HOLDING CORP | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-05-13 | AcquiredDt |
| Sold | 2020-05-18 | SoldDt |
| Gross Sales Price | $11,560,158 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,360,000 | CostOrOtherBasisAmt |
| Gain Or Loss | -$799,842 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$799,842 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$799,842 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$799,842 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,743 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,743 | SubtotalAmt |
| Tax Based On Investment Income | $2,743 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $28,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $26,057 | OverpaymentAmt |
| Applied To ES Tax | $26,057 | 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 | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andy Geller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5125519258 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3502 SACRED MOON COVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 |
|---|---|---|---|---|---|---|
| BRIAN SHETH | ||||||
| 3502 SACRED MOON COVE | AUSTIN | TX | 78746 | VICE PRESIDENT | 1.00 | $0 |
| ADRIA SHETH | ||||||
| 3502 SACRED MOON COVE | AUSTIN | TX | 78746 | PRESIDENT | 1.00 | $0 |
| ANDREW GELLER | ||||||
| 3502 SACRED MOON COVE | AUSTIN | TX | 78746 | SECRETARY | 5.00 | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,509,901 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,509,901 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,509,901 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,649 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,367,252 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $468,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $468,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,743 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,743 | TotalTaxAmt |
| Distributable Before Adj | $465,620 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $465,620 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $465,620 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,942,757 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,942,757 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,942,757 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $465,620 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,105,328 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,836,483 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,967,066 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,918,567 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,224,772 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,052,216 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,942,757 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $465,620 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,477,137 | RemainingDistriFromCorpusAmt |
| Total Corpus | $52,529,353 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,105,328 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,424,025 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,836,483 | ExcessFromYear4Amt |
| Excess From Year3 | $3,967,066 | ExcessFromYear3Amt |
| Excess From Year2 | $21,918,567 | ExcessFromYear2Amt |
| Excess From Year1 | $15,224,772 | ExcessFromYear1Amt |
| Excess From Current Year | $5,477,137 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN SHETH | ContributingManagerNm |
| Contributing Manager | ADRIA SHETH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| BRIAN SHETH | |||||||
| 3502 SACRED MOON COVE | AUSTIN | TX | 78746 | 5125519258 | NO SPECIFIC FORM OR INFORMATION REQUIRED | NO SUBMISSION DEADLINES. | CHARITABLE FIELDS, KIND OF INSTITUTIONS, OR OTHER FACTORS: DISTRIBUTION OF FUNDS ARE MADE TO VARIOUS ORGANIZATIONS AT THE DISCRETION OF THE BOARD OF DIRECTORS. |
| ADRIA SHETH | |||||||
| 3502 SACRED MOON COVE | AUSTIN | TX | 78746 | 5125519258 | NO SPECIFIC FORM OR INFORMATION REQUIRED | NO SUBMISSION DEADLINES. | CHARITABLE FIELDS, KIND OF INSTITUTIONS, OR OTHER FACTORS: DISTRIBUTION OF FUNDS ARE MADE TO VARIOUS ORGANIZATIONS AT THE DISCRETION OF THE BOARD OF DIRECTORS. |
| ANDREW GELLER | |||||||
| 3502 SACRED MOON COVE | AUSTIN | TX | 78746 | 5125519258 | NO SPECIFIC FORM OR INFORMATION REQUIRED | NO SUBMISSION DEADLINES. | CHARITABLE FIELDS, KIND OF INSTITUTIONS, OR OTHER FACTORS: DISTRIBUTION OF FUNDS ARE MADE TO VARIOUS ORGANIZATIONS AT THE DISCRETION OF THE BOARD OF DIRECTORS. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Armory Foundation | |||||||
| 216 Fort Washington Ave | New York | NY | 10032 | NONE | 501 C3 | GENERAL PURPOSE | $10,000 |
| Global Wildlife Conservation | |||||||
| PO Box 129 | Austin | TX | 78767 | NONE | 501 C3 | GENERAL PURPOSE | $1,549,800 |
| THE GRAMMY FOUNDATION | |||||||
| 800 W OLYMPIC BLVD | LOS ANGELES | CA | 90015 | NONE | 501 C3 | GENERAL PURPOSE | $1,134,453 |
| SHEDD AQUARIUM | |||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | 501 C3 | GENERAL PURPOSE | $25,000 |
| BREAKTHROUGH AUSTIN | |||||||
| 1050 E 11TH ST SUITE 350 | AUSTIN | TX | 78702 | NONE | 501 C3 | GENERAL PURPOSE | $25,000 |
| BONESHAKER PROJECT | |||||||
| 301 CONGRESS AVE SUITE 1250 | AUSTIN | TX | 78701 | NONE | 501 C3 | GENERAL PURPOSE | $20,500 |
| Friends of Children | |||||||
| 44 NE MORRIS ST | PORTLAND | OR | 97212 | NONE | 501 C3 | GENERAL PURPOSE | $66,667 |
| BOYS AND GIRLS CLUB OF THE AUSTIN A | |||||||
| 5407 NORTH IH-35 SUITE 402 | AUSTIN | TX | 78723 | NONE | 501 C3 | GENERAL PURPOSE | $1,600,000 |
| STEPPINGSTONE FOUNDATION | |||||||
| ONE APPLETON STREET | BOSTON | MA | 02116 | NONE | 501(C) 3 | GENERAL PURPOSE | $75,000 |
| SPECIAL OPS WARRIOR FOUNDATION | |||||||
| 1137 MARBELLA PLAZA DR | TAMPA | FL | 33619 | NONE | 501(C) 3 | GENERAL PURPOSE | $110,000 |
| CHAMBER OF COMMERCE FOUNDATION | |||||||
| 1615 H STREET NW | WASHINGTON | DC | 20062 | NONE | 501(C) 3 | GENERAL PURPOSE | $150,000 |
| KIDZ 1ST FUND | |||||||
| 1511 TEXAS AVE S 365 | COLLEGE STATION | TX | 77840 | NONE | 501(C) 3 | GENERAL PURPOSE | $100,000 |
| UNITED WAY | |||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | 501(C) 3 | GENERAL PURPOSE | $556,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,422,530 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,080 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,465 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$799,842 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,545 | ExclusionAmt |
| Related Or Exempt Function Incm | -$653,051 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$602,506 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,360 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,360 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (3 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|
| WEBSITE DEVELOPMENT | 2017-07-01 | $77,306 | $64,422 | 3.0000 | $12,884 | $77,306 |
| WEBSITE DEVELOPMENT | 2019-07-01 | $17,550 | $2,925 | 3.0000 | $5,850 | $8,775 |
| WEBSITE DEVELOPMENT | 2020-03-16 | $3,750 | 3.0000 | $938 | $938 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $1,080 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,080 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Intangible Assets | Desc |
| BOY Book Value | $27,509 | BOYBookValueAmt |
| EOY Book Value | $11,587 | EOYBookValueAmt |
| EOYFMV | $11,587 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| 2% PORTFOLIO DEDUCTION | $6,512 | $6,512 |
| Amortization | $19,672 | |
| INSURANCE | $620 | $620 |
| OUTSIDE CONSULTING | $422,000 | $422,000 |
| PAYROLL PROCESSING | $460 | $460 |
| WEBSITE MAINTENANCE | $162 | $162 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $146,791 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $146,791 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $146,791 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $54,616 | $54,616 |
| PAYROLL TAX | $2,295 | $2,295 |