JASTROW FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JASTROW FOUNDATION (EIN 26-1635125)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-06
- IRS object ID
- 202140969349100209
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-06T11:10:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742900215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL LOCKE & RITTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVENUE SUITE 1100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787019682 | 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 | 261635125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASTROW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAST | BusinessNameControlTxt |
| Phone | 5124341700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 BEE CAVE RD BLDG 1 NO 6TH F | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA J MCCARTT | PersonNm |
| Person Title | SECRETARY-TREASURER | PersonTitleTxt |
| Phone | 5124341700 | PhoneNum |
| Signature | 2021-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTHA | PersonFirstNm |
| Person Last | MCCARTT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANA MCCARTNEY | PreparerPersonNm |
| PTIN | P01302365 | PTIN |
| Phone | 5123703200 | 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 |
| 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 | $903,899 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,338 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,447 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,197 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,447 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $48,786 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,786 | 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 | $4,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $761 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $111 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,911 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,261 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,261 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,525 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,266 | CashBOYAmt |
| Cash EOY | $35,466 | CashEOYAmt |
| Cash EOYFMV | $35,466 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,124 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,116 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,116 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $35 | AcctRcvblAmt |
| Acct Rcvbl BOY | $35 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $35 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $35 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $753,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $668,530 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $864,282 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $805,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $708,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $903,899 | 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 | $805,272 | RetainedEarningBOYAmt |
| Retained Earning EOY | $708,147 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $805,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $708,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $805,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $708,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $805,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $708,147 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $708,147 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $108,873 | $92,750 | $16,123 | $16,123 | |
| CAPITAL GAINS DIVIDENDS | $4,324 | $4,324 | $4,324 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,447 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $480 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $480 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $480 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $794 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $794 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $314 | OverpaymentAmt |
| Applied To ES Tax | $314 | 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 | MARTHA J MCCARTT | IndividualWithBooksNm |
| Phone | 5124341700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 BEE CAVE RD BLDG 1 6TH FLOOR | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787465833 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENNETH M JASTROW II | ||||||||
| 1242 PT RANCH RD | ROUND MOUNTAIN | TX | 786635990 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN T JASTROW | ||||||||
| 1242 PT RANCH RD | ROUND MOUNTAIN | TX | 786635990 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARTHA J MCCARTT | ||||||||
| 1712 WEST 29TH ST | AUSTIN | TX | 787031806 | SECRETARY-TREASURER | 2.00 | $0 | $0 | $0 |
| KENNETH M JASTROW III | ||||||||
| 1429 GRIERSON ST | SAN ANGELO | TX | 769014405 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CORBIN T JASTROW | ||||||||
| 1515 MOHLE DR | AUSTIN | TX | 787031935 | DIRECTOR | 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 | $789,567 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,131 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $835,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $835,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $823,163 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,158 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,158 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $480 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $480 | TotalTaxAmt |
| Distributable Before Adj | $40,678 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,678 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,678 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,678 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $238,495 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $210,501 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $156,518 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,497 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $115,124 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $814,135 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,678 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,322 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $914,457 | 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 | $238,495 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $675,962 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $210,501 | ExcessFromYear4Amt |
| Excess From Year3 | $156,518 | ExcessFromYear3Amt |
| Excess From Year2 | $93,497 | ExcessFromYear2Amt |
| Excess From Year1 | $115,124 | ExcessFromYear1Amt |
| Excess From Current Year | $100,322 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH M JASTROW II | ContributingManagerNm |
| Contributing Manager | SUSAN T JASTROW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN COMMUNITY COLLEGE FOUNDATION | |||||||
| 5930 MIDDLE FISKVILLE ROAD | AUSTIN | TX | 78752 | NONE | PUBLIC CHARITY | FOR EDUCATION AS DIRECTED BY THE BOARD | $2,500 |
| CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 787239904 | NONE | PUBLIC CHARITY | FOR PROGRAMS AS DIRECTED BY THE BOARD | $1,000 |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | |||||||
| PO BOX 2247 | AUSTIN | TX | 78768 | NONE | PUBLIC CHARITY | FOR PROGRAMS AS DIRECTED BY THE BOARD | $12,500 |
| GOOD SHEPHERD EPISCOPAL CHURCH | |||||||
| 3201 WINDSOR ROAD | AUSTIN | TX | 78703 | NONE | PUBLIC CHARITY | FOR PROGRAMS AS DIRECTED BY THE BOARD | $30,000 |
| PEOPLES COMMUNITY CLINIC | |||||||
| 1101 CAMINO LA COSTA | AUSTIN | TX | 78752 | NONE | PUBLIC CHARITY | FOR PROGRAMS AS DIRECTED BY THE BOARD | $10,000 |
| ST DAVID'S FOUNDATION | |||||||
| 811 BARTON SPRINGS ROAD SUITE 600 | AUSTIN | TX | 787041164 | NONE | PUBLIC CHARITY | FOR PROGRAMS AS DIRECTED BY THE BOARD | $10,000 |
| TEXAS TRIBUNE INC | |||||||
| 823 CONGRESS AVE SUITE 210 | AUSTIN | TX | 78701 | NONE | PUBLIC CHARITY | FOR PROGRAMS AS DIRECTED BY THE BOARD | $25,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO DRAWER 7219 | AUSTIN | TX | 787137219 | NONE | PUBLIC CHARITY | FOR EDUCATION AS DIRECTED BY THE BOARD | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,338 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,447 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,786 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,786 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KENNETH M JASTROW II AND SUSAN T JA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1242 PT RANCH RD | AddressLine1Txt |
| City | ROUND MOUNTAIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,150 | Amt |
| Net Investment Income | $4,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMCAP FUND INC CL A | $35,973 | $48,853 |
| BP PLC-SPONS ADR | $21,601 | $10,260 |
| CAPITAL INCOME BLDR CLASS A | $36,830 | $40,071 |
| CAPITAL WORLD GROWTH & INCOME FD INC CL A | $24,953 | $35,533 |
| EXELON CORPORATION | $52,510 | $54,886 |
| EXXON-MOBILE CORPORATION | $62,820 | $26,793 |
| FUNDAMENTAL INVS INC CLASS A | $22,427 | $28,174 |
| INTEL CORPORATION | $36,827 | $64,766 |
| INTL GROWTH & INCOME FUND CLASS A | $34,490 | $41,434 |
| JP MORGAN CHASE & CO | $39,830 | $76,242 |
| MOODY'S CORPORATION | $66,723 | $111,742 |
| NEW PERPSECTIVE FD A | $33,687 | $52,619 |
| NEW WORLD FUND CLASS A | $29,624 | $55,219 |
| P P G INDUSTRIES | $52,795 | $72,110 |
| THE COCA-COLA COMPANY | $29,729 | $43,872 |
| WELLS FARGO & COMPANY | $38,853 | $34,707 |
| WESTROCK CO | $29,656 | $43,530 |
| WEYERHAUESER COMPANY | $19,202 | $23,471 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $650 | $0 | $0 |
| FOREIGN TAX WITHHELD ON DIVIDENDS | $111 | $111 | $0 |