LBJ FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LBJ FAMILY FOUNDATION (EIN 74-2715123)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202113159349102186
- Schema version
- 2020v4.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T14:40:45-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W 6TH STREET STE 1900 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | 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 | 742715123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LBJ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LBJF | BusinessNameControlTxt |
| Phone | 5124575000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 N LAMAR BLVD STE 200 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78756 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLYN WAHL | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 5124575000 | PhoneNum |
| Signature | 2021-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLYN | PersonFirstNm |
| Person Last | WAHL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACLYN CONNOR | PreparerPersonNm |
| PTIN | P00806140 | PTIN |
| Phone | 5124796000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $3,330,953 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $44,004 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,004 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $189,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,170 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $115,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,174 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,538 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,537 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,687 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,687 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,360 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,122 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,537 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,922 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $144,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,748 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,721 | CashBOYAmt |
| Cash EOY | $151,844 | CashEOYAmt |
| Cash EOYFMV | $151,844 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $216,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,129 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,129 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,230,375 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,146,871 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,074,062 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $887,986 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $975,645 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,074,918 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,358,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,304,489 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,330,953 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,358,237 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,304,489 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,358,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,304,489 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,358,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,304,489 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,358,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,748 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,304,489 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,304,489 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES | P | $188,888 | $118,620 | $70,268 | $70,268 |
| CAPITAL GAINS DIVIDENDS | P | $902 | $902 | $902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,170 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,259 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,259 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $606 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,106 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $1,842 | OverpaymentAmt |
| Applied To ES Tax | $1,842 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLYN WAHL | IndividualWithBooksNm |
| Phone | 5124575015 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 N LAMAR BLVD STE 200 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| LUCI BAINES JOHNSON | ||||||||
| 3800 N LAMAR BLVD STE 200 | AUSTIN | TX | 78756 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PATRICK LYNDON NUGENT | ||||||||
| 3800 N LAMAR BLVD STE 200 | AUSTIN | TX | 78756 | VP/TRUSTEE | 0.00 | $0 | $0 | $0 |
| NICOLE MARIE NUGENT COVERT | ||||||||
| 3800 N LAMAR BLVD STE 200 | AUSTIN | TX | 78756 | VP/TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILLYN WAHL | ||||||||
| 3800 N LAMAR BLVD STE 200 | AUSTIN | TX | 78756 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| REBEKAH MCINTOSH | ||||||||
| 3800 N LAMAR BLVD STE 200 | AUSTIN | TX | 78756 | VP/TRUSTEE | 0.00 | $0 | $0 | $0 |
| CLAUDIA TAYLOR BROD | ||||||||
| 3800 N LAMAR BLVD STE 200 | AUSTIN | TX | 78756 | VP/TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,665,668 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $275,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,941,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,941,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,897,225 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,861 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,861 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,259 | TotalTaxAmt |
| Distributable Before Adj | $143,602 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $143,602 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $143,602 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $144,337 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $144,337 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $144,337 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $143,602 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,105 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,383 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,659 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $8,459 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,606 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $144,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143,602 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $735 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,341 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $21,105 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,236 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,383 | ExcessFromYear4Amt |
| Excess From Year3 | $1,659 | ExcessFromYear3Amt |
| Excess From Year1 | $8,459 | ExcessFromYear1Amt |
| Excess From Current Year | $735 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMARILLO AREA CASA | |||||||||||
| 112 W 8TH STE 101 | AMARILLO | TX | 79101 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $500 | ||||
| AMFAR | |||||||||||
| 120 WALL ST 13TH FLOOR | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | ||||
| AUSTIN THEATRE ALLIANCE | |||||||||||
| PO BOX 1566 | AUSTIN | TX | 78767 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $1,325 | ||||
| BOSTON UNIVERSITY | |||||||||||
| 595 COMMONWEALTH AVE STE 700 | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $10,000 | ||||
| CAPE ELEUTHERA FOUNDATION ISLAND SCHOOL | |||||||||||
| PO BOX 842484 | BOSTON | MA | 02284 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | ||||
| CENTRAL TEXAS FOOD BANK | |||||||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $5,825 | ||||
| DELL CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $10,000 | ||||
| EQUAL JUSTICE INITIATIVE | |||||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | ||||
| FRIENDS OF THE HOSPITAL FOR SICK CHILDREN | |||||||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 200062423 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | ||||
| FRIENDS OF THE LBJ NATIONAL HISTORICAL PARK | |||||||||||
| PO BOX 1831 100 LADY BIRD LANE | JOHNSON CITY | TX | 78636 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $5,000 | ||||
| GEORGETOWN UNIVERSITY SCHOOL OF LAW | |||||||||||
| 600 NEW JERSEY AVE NW | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $5,000 | ||||
| GRACIE'S PROJECT AMARILLO | |||||||||||
| PO BOX 31803 | AMARILLO | TX | 79120 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $500 | ||||
| GREATER HOUSTON COMMUNITY FOUNDATION | |||||||||||
| 515 POAK OAK BLVD STE 1000 | HOUSTON | TX | 77027 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $12,500 | ||||
| HIGH PLAINS FOOD BANK | |||||||||||
| PO BOX 31803 | AMARILLO | TX | 79120 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $500 | ||||
| JAMIE'S RESCUE | |||||||||||
| PO BOX 530184 | MIAMI | FL | 33153 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $825 | ||||
| LADY BIRD JOHNSON WILDFLOWER CENTER | |||||||||||
| 4801 LA CROSSE AVENUE | AUSTIN | TX | 78739 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | ||||
| MD ANDERSON | |||||||||||
| 1515 HOLCOMBE BLVD BOX 541 | HOUSTON | TX | 77030 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | ||||
| MIAMI COUNTRY DAY SCHOOL | |||||||||||
| 601 NE 107TH ST | MIAMI | FL | 33161 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $20,000 | ||||
| NATIVE AMERICAN HERITAGE ASSOCIATION | |||||||||||
| PO BOX 512 | RAPID CITY | SD | 57709 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $500 | ||||
| PANHANDLE PBS | |||||||||||
| PO BOX 447 | AMARILLO | TX | 79178 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $500 | ||||
| PEDIATRIC ONCOLOGY GROUP OF ONTARIO | |||||||||||
| N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $25,000 | 480 UNIVERSITY AVE SUITE 1014 | TORONTO | ONTARIO | CA | ||||
| SALVATION ARMY USA | |||||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | ||||
| SETON DEVELOPMENT BOARD | |||||||||||
| 1201 W 38TH ST | AUSTIN | TX | 78705 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | ||||
| ST ANDREW'S EPISCOPAL SCHOOL | |||||||||||
| 1112 W 31ST ST | AUSTIN | TX | 78705 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | ||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $5,000 | ||||
| ST LAWRENCE UNIVERSITY | |||||||||||
| 23 ROMODA DR | CANTON | NY | 13617 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $825 | ||||
| THE BARAK OBAMA FOUNDATION | |||||||||||
| PO BOX 779056 | CHICAGO | IL | 60677 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $2,500 | ||||
| TRINITY EPISCOPAL SCHOOL | |||||||||||
| 3901 BEE CAVE RD | AUSTIN | TX | 78746 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $1,500 | ||||
| UNICEF USA | |||||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $500 | ||||
| UNIVERSITY OF MIAMI | |||||||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | ||||
| USC ANNENBERG SCHOOL FOR COMMUNICATION | |||||||||||
| 3502 WATT WAY STE 304 | LOS ANGELES | CA | 900890281 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $10,000 | ||||
| WORLD WILDILFE FUND | |||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $1,000 | ||||
| ZAVALA ELEMENTARY SCHOOL | |||||||||||
| 310 ROBERT MARTINEZ JR ST | AUSTIN | TX | 78702 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $500 | ||||
| ST ANDREW'S EPISCOPAL SCHOOL | |||||||||||
| 1515 S GEORGIA ST | AMARILLO | TX | 79102 | N/A | PUBLIC CHARITY | ORGANIZATION'S EXEMPT PURPOSE | $4,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,004 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,170 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $115,174 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,174 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,075 | Amt |
| Net Investment Income | $2,538 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,537 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEDIATRIC ONCOLOGY GROUP OF ONTARIO | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 UNIVERSITY AVE SUITE 1014 | AddressLine1Txt |
| City | TORONTO | CityNm |
| Country | CA | CountryCd |
| Foreign Postal | M5G IV2 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-03-31 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | THE PURPOSE OF THE GRANT WAS TO PROVIDE FOR GENERAL PROGRAM COSTS OF THE PEDIATRIC ONCOLOGY GROUP OF ONTARIO IN FURTHERANCE OF ITS CHARITABLE OBJECTIVES TO SUPPORT FAMILIES THAT HAVE CHILDREN WITH CANCER. | PurposeOfGrantTxt |
| Expended By Grantee | $25,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | N/A | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 05/01/20 | DatesOfReportsByGranteeTxt |
| Verification | 2020-05-01 | VerificationDt |
| Results Of Verification | GRANT REPORTS SUPPORTED GRANTEE'S USE OF FUNDS IN ACCORDANCE WITH GRANT TERMS. NO SEPARATE VERIFICATION APART FROM THESE REPORTS WAS DEEMED NECESSARY. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL MIDCAP VALUE ETF | $126,968 | $193,720 |
| ISHARES RUSSELL MIDCAP GROWTH | $94,443 | $245,403 |
| ISHARES RUSSELL 1000 VALUE ETF | $278,114 | $411,610 |
| ISHARES RUSSELL 1000 GROWTH ETF | $191,103 | $562,797 |
| ISHARES RUSSELL 2000 VALUE ETF | $122,716 | $172,184 |
| ISHARES RUSSELL 2000 GROWTH ETF | $87,868 | $203,565 |
| SPDR SER TR DB INTL GOVT INFLATION PROTECTED | $109,281 | $118,292 |
| VANGUARD INTL EQUITY INDEX FUND | $136,378 | $166,491 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY INTERNATL INDEX PREMIUM CLASS | AT COST | $407,578 | $464,019 |
| DFA INTERNATIONAL SMALL COMPANY PORT | AT COST | $160,421 | $174,527 |
| FID S/T TREASURY BOND INDEX PREMIUM | AT COST | $203,363 | $211,107 |
| VANGUARD INFLATION PROTECTED SECS INV | AT COST | $204,283 | $225,265 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $20,687 | Amt |
| Net Investment Income | $20,687 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,360 | Amt |
| Net Investment Income | $1,360 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |