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JUDYS CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JUDYS CHARITABLE FOUNDATION (EIN 74-6498006)
Tax period
2019-11-01 to 2020-10-31
Filed
2021-06-24
IRS object ID
202131759349100133
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-24T16:23:43-05:00ReturnTs
Tax Period End2020-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN264456234PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENNETH DALE JACOBSON CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 W 2ND STREET SUITE 1900AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746498006EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JUDY'S FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUDYBusinessNameControlTxt
Phone5124274492PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11904 CYPRESS POINT WESTAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDY TRABULSIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5124274492PhoneNum
Signature2021-06-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH DALE JACOBSON CPAPreparerPersonNm
PTINP00959316PTIN
Phone5129069124PhoneNum
Preparation2021-06-23PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$80,718FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$19DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19DividendsNetInvstIncmAmt
Dividends Adj Net Incm$19DividendsAdjNetIncmAmt
Total Rev And Expnss$19TotalRevAndExpnssAmt
Total Net Invst Incm$19TotalNetInvstIncmAmt
Total Adj Net Incm$19TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,981ExcessRevenueOverExpensesAmt
Net Investment Income$19NetInvestmentIncomeAmt
Adjusted Net Income$19AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$84,699CashBOYAmt
Cash EOY$80,718CashEOYAmt
Cash EOYFMV$80,718CashEOYFMVAmt
Rcvbl From Officers BOY$1,750RcvblFromOfficersBOYAmt
Other Assets BOY$2,500OtherAssetsBOYAmt
Other Assets EOY$2,500OtherAssetsEOYAmt
Total Assets BOY$88,949TotalAssetsBOYAmt
Total Assets EOY$83,218TotalAssetsEOYAmt
Total Assets EOYFMV$80,718TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$88,949CapitalStockBOYAmt
Capital Stock EOY$83,218CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$88,949TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$83,218TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$88,949TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$83,218TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$88,949TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,981ExcessRevenueOverExpensesAmt
Subtotal$84,968SubtotalAmt
Other Decreases$1,750OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$83,218TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,750AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,408NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.128939DistributionYr1Rt
Adjusted Qlfy Distri Yr2$17,644AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$14,062NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.254729DistributionYr2Rt
Adjusted Qlfy Distri Yr3$61,639AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$50,250NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.226647DistributionYr3Rt
Adjusted Qlfy Distri Yr4$44,885AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$93,244NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.481371DistributionYr4Rt
Adjusted Qlfy Distri Yr5$69,058AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$154,421NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.447206DistributionYr5Rt
Total Distribution4.538892TotalDistributionRt
Average Distribution0.907778AverageDistributionRt
Net Vl Noncharitable Assets$82,662NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$75,039AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$75,039AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$71EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$71TotalPaymentsAndCreditsAmt
Overpayment$71OverpaymentAmt
Applied To ES Tax$71AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJUDY TRABULSIIndividualWithBooksNm
Phone5124274492PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11904 CYPRESS POINT WESTAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (true)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
JUDY TRABULSI
1904 CYPRESS POINT WESTAUSTINTX78746TRUSTEE0.00$0$0$0
RICHARD J TRABULSI JR
1701 BRUN STE 200HOUSTONTX77219ADVISOR VOTI0.00$0$0$0PO BOX 130488
JULIE ANN LINN
1904 CYRPRESS POINT WESTAUSTINTX78746ADVISOR NON0.00$0$0$0
KIMBERLEY LYNN STRAMA COHEN
7812 RUXWOODTOWNSONMD21204ADVISOR NON0.00$0$0$0
THOMAS MARK STRAMA
4501 EBY LANEAUSTINTX78731ADVISOR NON0.00$0$0$0
RICHARD KEITH STRAMA
4502 RIVER WOOD CTAUSTINTX78731ADVISOR NON0.00$0$0$0
BLAKE EVANS TRABULSI
604 ACADEMYAUSTINTX78704ADVISOR NON0.00$0$0$0
GENEVIEVE PAIGE TRABULSI
65 NAVASOTA STREETAUSTINTX78702ADVISOR NON0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$83,921AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$83,921TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$83,921AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,259CashDeemedCharitableAmt
Net Vl Noncharitable Assets$82,662NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,133MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,133MinimumInvestmentReturnAmt
Distributable Before Adj$4,133DistributableBeforeAdjAmt
Distributable Before Ded$4,133DistributableBeforeDedAmt
Distributable As Adjusted$4,133DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,000ExpensesAndContributionsAmt
Qualifying Distributions$4,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$4,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,133DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$61,785ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$40,761ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$59,796ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,161ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,230ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$190,733TotalExcessDistributionCyovAmt
Qualifying Distributions$4,000QualifyingDistributionsAmt
Applied To Current Year$4,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$133ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$133ExcessDistributionCyovAppCYAmt
Total Corpus$190,600TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$61,652ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$128,948ExcessDistriCyovToNextYrAmt
Excess From Year4$40,761ExcessFromYear4Amt
Excess From Year3$59,796ExcessFromYear3Amt
Excess From Year2$17,161ExcessFromYear2Amt
Excess From Year1$11,230ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJUDITH L TRABULSIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALSACST JUDE CHILDREN'S RESEARCH
HOSPITAL262 DANNY THOMAS PLACEMEMPHISTN38105PUBLIC CHARIFUND ORGANIZATION'S CHARITLBLE PURP$3,500
SETON SHRINE SISTER GERTRUDE B
339 S SETON AVEEMMITSBURGMD21727PUBLIC CHARIFUND ORGANIZATION'S CHARITABLE PURPO$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescORGANIZATION COSTSDesc
BOY Book Value$2,500BOYBookValueAmt
EOY Book Value$2,500EOYBookValueAmt

Other Receivables Officers Sch OtherReceivablesOfficersSch

Officer Other Rcvbl OfficerOtherRcvblGrp

FieldValueIRS element (for citing)
Borrower PersonNON QUALIFIED DEDUCTIONS PRIOR YEARBorrowerPersonNm