SOOCH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SOOCH FOUNDATION (EIN 20-0399480)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349103574
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T14:06:32-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472401640 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DURBIN BENNETT TAX ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CONGRESS AVENUE STE 1600 | 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 | 200399480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOOCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOOC | BusinessNameControlTxt |
| Phone | 5124725755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 WEST 7TH STREET 2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN PIETRUSZYNSKI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5124725755 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | ELLEN PIETRUSZYNSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE S TODD | PreparerPersonNm |
| PTIN | P00175982 | PTIN |
| Phone | 5124394800 | 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 | $15,785,483 | 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 | $330,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $330,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,803,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,311 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $59,963 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $59,963 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $500,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $500,764 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $57,350 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $57,350 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,403 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,202 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,201 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,749 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,374 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,375 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,163 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,163 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,772 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,182 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,590 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,865 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,004 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,861 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $212,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,925 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $151,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $760,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $760,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $972,302 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,925 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $911,377 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$471,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $451,839 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $504,926 | CashBOYAmt |
| Cash EOY | $291,869 | CashEOYAmt |
| Cash EOYFMV | $291,869 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,286,893 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,622,696 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,622,696 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,789,445 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,651,374 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,651,374 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,805,762 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,219,544 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,219,544 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,670 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,670 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $15,387,026 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,785,483 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,785,483 | 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 | $15,387,026 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,785,483 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,387,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,785,483 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,387,026 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,785,483 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,387,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$471,538 | ExcessRevenueOverExpensesAmt |
| Other Increases | $869,995 | OtherIncreasesAmt |
| Subtotal | $15,785,483 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,785,483 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| STCG FROM K-1 VIDA LONGEVITY FUND LP | P | $4,524 | $4,524 | ||||
| LTCG FROM K-1 VIDA LONGEVITY FUND LP | P | -$31,174 | -$31,174 | ||||
| 4,810.468 UNITS BBH LIMITED DURATION FD | P | -$1,220 | -$1,220 | 2020-02-13 | 2020-05-18 | $48,186 | $49,406 |
| 179.552 UNITS BBH LIMITED DURATION FD | P | -$47 | -$47 | 2020-02-27 | 2020-05-18 | $1,799 | $1,846 |
| 341.087 UNITSDFA EMERGING MKTS CORE EQTY PORT INSTL | P | -$1,260 | -$1,260 | 2018-09-27 | 2020-05-18 | $5,841 | $7,101 |
| 42.951 UNITS DFA EMERGING MKTS CORE EQTY PORT INSTL | P | -$153 | -$153 | 2019-03-28 | 2020-05-18 | $735 | $888 |
| 887.686 UNITS DFA EMERGING MKTS CORE EQTY PORT INSTL | P | -$2,568 | -$2,568 | 2019-05-15 | 2020-05-18 | $15,200 | $17,768 |
| 222.844 UNITS DFA EMERGING MKTS CORE EQTY PORT INSTL | P | -$845 | -$845 | 2019-06-27 | 2020-05-18 | $3,816 | $4,661 |
| 467.302 UNITS DFA EMERGING MKTS CORE EQTY PORT INSTL | P | -$1,218 | -$1,218 | 2019-09-27 | 2020-05-18 | $8,002 | $9,220 |
| 202.388 UNITS DFA EMERGING MKTS CORE EQTY PORT INSTL | P | -$843 | -$843 | 2019-12-19 | 2020-05-18 | $3,466 | $4,309 |
| 2,441.602 UNITS DFA EMERGING MARKETS CORE EQUITY | P | $2,789 | $2,789 | 2017-02-02 | 2020-07-24 | $48,579 | $45,790 |
| 219.44 UNITS DFA EMERGING MARKETS CORE EQUITY | P | $194 | $194 | 2018-12-17 | 2020-07-24 | $4,366 | $4,172 |
| 1,610.315 UNITS DFA EMERGING MARKETS CORE EQUITY | P | -$192 | -$192 | 2019-05-15 | 2020-07-24 | $32,040 | $32,232 |
| 4,049.288 UNITS DFA US CORE EQTY 1 PORT INSTL | P | $34,165 | $34,165 | 2016-07-25 | 2020-02-13 | $108,146 | $73,981 |
| 867.148 UNITS DFA US CORE EQTY 1 PORT INSTL | P | $5,053 | $5,053 | 2018-12-17 | 2020-02-13 | $23,159 | $18,106 |
| 1,073.83 UNITS DFA US CORE EQTY 1 PORT INSTL | P | $6,257 | $6,257 | 2018-12-17 | 2020-02-13 | $28,679 | $22,422 |
| 5,181.122 UNITS DFA US CORE EQTY 1 PORT INSTL | P | $21,804 | $21,804 | 2016-07-25 | 2020-05-18 | $116,464 | $94,660 |
| 556.51 UNITS DFA US CORE EQTY 1 PORT INSTL | P | -$379 | -$379 | 2019-03-28 | 2020-05-18 | $12,510 | $12,889 |
| 620.319 UNITS DFA US CORE EQTY 1 PORT INSTL | P | -$888 | -$888 | 2019-06-27 | 2020-05-18 | $13,944 | $14,832 |
| 647.343 UNITS DFA US CORE EQTY 1 PORT INSTL | P | -$1,037 | -$1,037 | 2019-09-27 | 2020-05-18 | $14,551 | $15,588 |
| 2,512.70 UNITS DFA US CORE EQTY 1 PORT INSTL | P | -$7,868 | -$7,868 | 2019-12-16 | 2020-05-18 | $56,482 | $64,350 |
| 490.903 UNITS DFA US CORE EQTY 1 PORT INSTL | P | -$1,537 | -$1,537 | 2019-12-16 | 2020-05-18 | $11,035 | $12,572 |
| 12,180.268 UNITS DFA US CORE EQUITY 1 I | P | $77,450 | $77,450 | 2016-07-25 | 2020-07-24 | $299,985 | $222,535 |
| 1,922.389 UNITS DFA INTL CORE EQTY PORT INSTL | P | -$5,559 | -$5,559 | 2018-06-28 | 2020-05-18 | $21,047 | $26,606 |
| 731.604 UNITS DFA INTL CORE EQTY PORT INSTL | P | -$2,225 | -$2,225 | 2018-09-27 | 2020-05-18 | $8,010 | $10,235 |
| 238.607 UNITS DFA INTL CORE EQTY PORT INSTL | P | -$440 | -$440 | 2019-03-28 | 2020-05-18 | $2,612 | $3,052 |
| 2,541.113 UNITS DFA INTL CORE EQTY PORT INSTL | P | -$4,935 | -$4,935 | 2019-06-27 | 2020-05-18 | $27,820 | $32,755 |
| 1,013.676 UNITS DFA INTL CORE EQTY PORT INSTL | P | -$1,796 | -$1,796 | 2019-09-27 | 2020-05-18 | $11,098 | $12,894 |
| 1,315.168 UNITS DFA INTL CORE EQTY PORT INSTL | P | -$3,724 | -$3,724 | 2019-12-16 | 2020-05-18 | $14,399 | $18,123 |
| 614.369 UNITS DFA INTERNATIONAL CORE EQUITY I | P | $17 | $17 | 2017-02-03 | 2020-07-24 | $7,519 | $7,502 |
| 2,830.502 UNITS DFA INTERNATIONAL CORE EQUITY I | P | -$358 | -$358 | 2017-02-21 | 2020-07-24 | $34,642 | $35,000 |
| 7,947.933 UNITS DFA INTERNATIONAL CORE EQUITY I | P | -$2,726 | -$2,726 | 2019-02-14 | 2020-07-24 | $97,274 | $100,000 |
| 127.98 UNITS DFA INTERNATIONAL CORE EQUITY I | P | -$71 | -$71 | 2019-03-28 | 2020-07-24 | $1,566 | $1,637 |
| 1,959.608 UNITS DFA INTERNATIONAL CORE EQUITY I | P | -$1,017 | -$1,017 | 2019-05-15 | 2020-07-24 | $23,983 | $25,000 |
| 26,604.292 UNITS VANGUARD TOTAL BOND MKT INDEX ADMIRAL SHR | P | $10,408 | $10,408 | 2016-07-28 | 2020-04-17 | $299,985 | $289,577 |
| 13,513.621 UNITS VANGUARD TOTAL BOND MKT INDEX ADMIRAL SHR | P | $5,254 | $5,254 | 2016-07-28 | 2020-05-05 | $155,392 | $150,138 |
| 399.422 UNITS VANGUARD TOTAL BOND MKT INDEX ADMIRAL SHR | P | -$4 | -$4 | 2020-04-30 | 2020-05-05 | $4,593 | $4,597 |
| 6,544.503 UNITS VANGUARD TOTAL BOND MKT INDEX ADMIRAL SHR | P | $2,274 | $2,274 | 2016-07-28 | 2020-05-18 | $74,985 | $72,711 |
| 4,597.162 UNITS VANGUARD INTERM TERM INVESTMENT GRADE FD INV | P | $168 | $168 | 2016-07-28 | 2020-04-17 | $46,693 | $46,525 |
| 168.279 UNITS VANGUARD INTERM TERM INVESTMENT GRADE FD INV | P | -$12 | -$12 | 2020-01-31 | 2020-04-17 | $1,709 | $1,721 |
| 155.819 UNITS VANGUARD INTERM TERM INVESTMENT GRADE FD INV | P | -$29 | -$29 | 2020-02-28 | 2020-04-17 | $1,583 | $1,612 |
| 6,706.721 UNITS VANGUARD INTERM TERM INVESTMENT GRADE FD INV | P | $453 | $453 | 2016-07-28 | 2020-05-05 | $68,327 | $67,874 |
| 162.759 UNITS VANGUARD INTERM TERM INVESTMENT GRADE FD INV | P | $0 | $0 | 2020-04-30 | 2020-05-05 | $1,658 | $1,658 |
| 2,448.58 UNITS VANGUARD INTERM TERM INVESTMENT GRADE FD INV | P | $205 | $205 | 2016-07-28 | 2020-05-18 | $24,985 | $24,780 |
| 170.827 UNITSDFA EMERGING MKTS CORE EQTY PORT INSTL | P | -$635 | -$635 | 2018-06-28 | 2020-05-18 | $2,925 | $3,560 |
| CAPITAL GAINS DIVIDENDS | P | $14,056 | $14,056 | $14,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,311 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,281 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,281 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,815 | 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 | $16,815 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,534 | OverpaymentAmt |
| Applied To ES Tax | $10,534 | 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 | WWW.SOOCHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARY ELLEN PIETRUSZYNSKI | IndividualWithBooksNm |
| Phone | 5124725755 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 WEST 7TH STREET 2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | 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 |
|---|---|---|---|---|---|---|---|---|
| NAVDEEP S SOOCH | ||||||||
| 506 WEST 7TH STREET 2 | AUSTIN | TX | 78701 | PRESIDENT & TREASURER | 5.00 | $0 | $0 | $0 |
| DAVID R WELLAND | ||||||||
| 506 WEST 7TH STREET 2 | AUSTIN | TX | 78701 | VP & SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN MCGOVERN | ||||||||
| 506 WEST 7TH STREET 2 | AUSTIN | TX | 78701 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KELLY SOOCH | ||||||||
| 506 WEST 7TH STREET 2 | AUSTIN | TX | 78701 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID SOOCH | ||||||||
| 506 WEST 7TH STREET 2 | AUSTIN | TX | 78701 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN PIETRUSZYNSKI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 WEST 7TH STREET 2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $57,350 | CompensationAmt |
| Employee Benefits | $2,650 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $14,030,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $563,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,594,737 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,594,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $218,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,375,816 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $718,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $718,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,281 | TotalTaxAmt |
| Distributable Before Adj | $712,510 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $712,510 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $712,510 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $911,377 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $911,377 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $911,377 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $712,510 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $349,077 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $911,377 | QualifyingDistributionsAmt |
| Applied To Year1 | $349,077 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $562,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $150,210 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NAVDEEP S SOOCH | ContributingManagerNm |
| Contributing Manager | DAVID R WELLAND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN YOUTHWORKS | |||||||
| 1901 E BEN WHITE BLVD | AUSTIN | TX | 78741 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| ASSISTANCE LEAGUE OF AUSTIN TEXAS INC | |||||||
| 4901 BURNET RD | AUSTIN | TX | 78756 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| AUSTIN FILM SOCIETY | |||||||
| 6259 MIDDLE FISKVILLE RD | AUSTIN | TX | 78752 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $5,000 |
| BREAK THROUGH CENTRAL TEXAS | |||||||
| 1050 EAST 11TH STREET SUITE 350 | AUSTIN | TX | 78702 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $30,000 |
| CAPITAL IDEA | |||||||
| 835 N PLEASANT VALLEY RD 3RD FLOOR | AUSTIN | TX | 78702 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| CARITAS OF AUSTIN | |||||||
| 9027 NORTHGATE BLVD | AUSTIN | TX | 78758 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| FOUNDATION COMMUNITIES INC | |||||||
| 3036 S 1ST ST | AUSTIN | TX | 78704 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| FRIENDS OF THE CHILDREN | |||||||
| 1023 SPRINGDALE RD 13C | AUSTIN | TX | 78721 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $30,000 |
| FRONT STEPS | |||||||
| 500 E 7TH ST | AUSTIN | TX | 78701 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $30,000 |
| GOODWILL OF CENTRAL TEXAS | |||||||
| 1015 NORWOOD PARK BLVD | AUSTIN | TX | 78753 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| GREAT AUSTIN AREA MY BROTHER'S KEEPER | |||||||
| PO BOX 66547 | AUSTIN | TX | 78766 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $20,000 |
| JEREMIAH PROGRAM | |||||||
| 1200 PAUL TERESA SALDANA ST | AUSTIN | TX | 78702 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $30,000 |
| LEVEL - EQUAL OPPORTUNITY EDUCATION | |||||||
| 411 W MONROE ST | AUSTIN | TX | 78704 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $5,000 |
| LIFEWORKS AUSTN | |||||||
| 3700 S 1ST ST | AUSTIN | TX | 78704 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| LITERACY COALITION OF CENTRAL TEXAS | |||||||
| 300 WEST 6TH STREET | AUSTIN | TX | 78701 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $30,000 |
| PELOTONU | |||||||
| 500 E ST JOHNS AVE STE 1460 | AUSTIN | TX | 78752 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| SALVATION ARMY AUSTIN METRO COMMAND | |||||||
| 4700 MANOR RD | AUSTIN | TX | 78723 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $30,000 |
| SKILLPOINT ALLIANCE | |||||||
| 8868 RESEARCH BLVD SUITE 505 | AUSTIN | TX | 78758 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| TEXAS EMPOWERMENT ACADEMY | |||||||
| 3613 BLUESTEIN DRIVE | AUSTIN | TX | 78721 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| TODOS JUNTOS LEARNING CENTER | |||||||
| 409 W BEN WHITE BLVD | AUSTIN | TX | 78704 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $760,000 | 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 | $330,490 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,963 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,311 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $500,764 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $500,764 | 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 | CategoryTxt |
| Amt | $10,403 | Amt |
| Net Investment Income | $5,202 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,201 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME FUNDS | BondNm |
| EOY Book Value | $4,651,374 | EOYBookValueAmt |
| EOYFMV | $4,651,374 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $7,622,696 | EOYBookValueAmt |
| EOYFMV | $7,622,696 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAIS MILLENNIUM INT'L LTD | FMV | $942,895 | $942,895 |
| VIDA LONGEVITY FUND LP | FMV | $896,975 | $896,975 |
| GREENLAKE REAL ESTATE FUND | FMV | $719,436 | $719,436 |
| BROADSTONE NET LEASE INC | FMV | $660,238 | $660,238 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $1,200 | $0 | $1,200 |
| PAYROLL SERVICE FEES | $2,802 | $0 | $2,802 |
| INVESTMENT EXPENSES - FROM K-1 VIDA LONGEVITY FUND, LP | $15,541 | $15,541 | $0 |
| HEALTH INSURANCE | $28,794 | $0 | $28,794 |
| MISCELLANEOUS EXPENSE | $1,065 | $0 | $1,065 |
| INVESTMENT EXPENSES - FROM K-1 GREENLAKE RE FUND, LP | $7,463 | $7,463 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - FROM K-1 VIDA LONGEVITY FUND, LP | $54,326 | $54,326 | $54,326 |
| SETTLEMENT FUND INCOME | $5,637 | $5,637 | $5,637 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $869,046 |
| NON-DIVIDEND DISTRIBUTIONS | $949 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $28,749 | $14,374 | $14,375 |
| CONSULTING | $36,000 | $0 | $36,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $5,182 | $5,182 | $0 |
| PAYROLL TAXES | $4,590 | $0 | $4,590 |
| EXCISE TAX | $12,000 | $0 | $0 |