NELSON PUETT FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NELSON PUETT FOUNDATION (EIN 74-6062365)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349105758
- Schema version
- 2018v3.1
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T13:48:39-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4210 SPICEWOOD SPRINGS RD SUITE 108 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746062365 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NELSON PUETT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NELS | BusinessNameControlTxt |
| Phone | 5124536611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9038 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78766 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NELSON HARWOOD PUETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5124536611 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA A MATTHEWS | PreparerPersonNm |
| PTIN | P00297192 | PTIN |
| Phone | 5123461880 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $21,914,407 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $527 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $527 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $621,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $621,665 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $134,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $844,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $134,211 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $7,341 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $55,209 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $55,209 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $811,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $811,612 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,341 | TotalAdjNetIncmAmt |
| 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 |
| Legal Fees Rev And Expnss | $450 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $450 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,388 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,388 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $31,170 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,170 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,081 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,081 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,089 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,237,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,237,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,279,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,089 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,237,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$468,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $799,523 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,341 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $147,969 | CashBOYAmt |
| Cash EOY | $263,858 | CashEOYAmt |
| Cash EOYFMV | $263,858 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $473,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $972,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $972,614 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $332,166 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $100,000 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $247,986 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $232,166 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $232,166 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,158,501 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,229,253 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,536,754 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $17,449,426 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,309,058 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,923,010 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$11,606 | OtherAssetsBOYAmt |
| Other Assets EOY | -$14,085 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$13,995 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,466,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,992,864 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,914,407 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | -$8,321 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$10,773 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | -$8,321 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$10,773 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $19,474,463 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,003,637 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,474,463 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,003,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,466,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,992,864 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,474,463 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$468,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,006,116 | SubtotalAmt |
| Other Decreases | $2,479 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,003,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 4,216.5791 SHARES OF MODEL | P | 2018-11-01 | $121,471 | $93,882 | $27,589 | $27,589 |
| 16,273.128329 SHARES OF MODEL | P | 2018-11-01 | $235,796 | $212,602 | $23,194 | $23,194 |
| 4,960.6496 SHARES OF MODEL | P | 2018-12-01 | $146,120 | $110,448 | $35,672 | $35,672 |
| 19,331.80871 SHARES OF MODEL | P | 2018-12-01 | $283,646 | $252,563 | $31,083 | $31,083 |
| 502.5247 SHARES OF MODEL | P | 2018-01-01 | $14,673 | $11,188 | $3,485 | $3,485 |
| 1,896.489757 SHARES OF MODEL | P | 2018-01-01 | $28,483 | $24,777 | $3,706 | $3,706 |
| JP MORGAN LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | 2018-12-31 | $2,268 | $2,268 | $2,268 | |
| CSFR PRIVATE INVESTORS, LLC | P | 2018-12-31 | $4,608 | -$4,608 | -$4,608 | |
| AG OPPORTUNISTIC WHOLE LOAN SELECT, LP | P | 2018-12-31 | $11,822 | $11,822 | $11,822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $134,211 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,990 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,990 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,010 | OverpaymentAmt |
| Applied To ES Tax | $14,010 | 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 | NELSON HARWOOD PUETT | IndividualWithBooksNm |
| Phone | 5124536611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1718 W ANDERSON LANE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78757 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| NELSON HARWOOD PUETT | ||||||||
| PO BOX 9038 | AUSTIN | TX | 78766 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CAROLINE C PUETT | ||||||||
| PO BOX 9038 | AUSTIN | TX | 78766 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| TH WORTHINGTON | ||||||||
| PO BOX 9038 | AUSTIN | TX | 78766 | VICE PRESIDENT | 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 | $23,731,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $989,903 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $220,560 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,942,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,942,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $374,132 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,568,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,228,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,228,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,990 | TotalTaxAmt |
| Distributable Before Adj | $1,212,412 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $7,341 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,219,753 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,219,753 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,237,870 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,237,870 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,237,870 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,219,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,236,660 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,237,870 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,236,660 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,210 | 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 | $1,218,543 | 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 | NELSON HARWOOD PUETT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NELSON HARWOOD PUETT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9038 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124536611 | RecipientPhoneNum |
| Form And Info And Materials | HISTORY OF ORGANIZATION & PROPOSED USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AUGUSTHEART | ||||||||
| 903 BASSE ROAD | SAN ANTONIO | TX | 78212 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $4,000 | |
| AUSTIN BOYS & GIRLS CLUB FOUNDATION | ||||||||
| 5407 N INTERSTATE 35 SUITE 400 | AUSTIN | TX | 78723 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $100,000 | |
| AUSTIN SPEECH LABS | ||||||||
| 7800 SHOAL CREEK BLVD | AUSTIN | TX | 78757 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $6,000 | |
| CAMP ARANZAZU | ||||||||
| 5420 FM 1781 | ROCKPORT | TX | 78382 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $5,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| CAPITAL AREA COUNCIL 12500 N IH 35 | AUSTIN | TX | 78753 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $25,000 | |
| CHARITY BALL ASSOCIATION OF SAN ANTONIO | ||||||||
| PO BOX 6708 | SAN ANTONIO | TX | 78209 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $5,000 | |
| CHRIST CHURCH'S LIVING STONES FUND | ||||||||
| 1245 TENTH AVENUE EAST | SEATTLE | WA | 98102 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $500 | |
| CITY KIDS ADVENTURES | ||||||||
| PO BOX 830655 | SAN ANTONIO | TX | 78283 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $5,000 | |
| CON MI MADRE | ||||||||
| 4175 FREIDRICH LANE SUITE 200 | AUSTIN | TX | 78744 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $20,000 | |
| CRU | ||||||||
| PO BOX 628222 | ORLANDO | FL | 32832 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $3,000 | |
| DELWOOD NORTHEAST OPTIMIST CLUB | ||||||||
| PO BOX 15026 | AUSTIN | TX | 78761 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $2,385 | |
| ESSILOR VISION FOUNDATION | ||||||||
| 13515 N STEMMONS FWY | DALLAS | TX | 75234 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $1,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 2025 GUADALUPE ST SUITE 260 | AUSTIN | TX | 78705 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $9,150 | |
| FRIENDS OF THE GOVERNOR'S MANSION | ||||||||
| PO BOX 2447 | AUSTIN | TX | 78768 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $1,500 | |
| GIRLS OF SAN ANTONIO | ||||||||
| 118 N MEDINA STREET | SAN ANTONIO | TX | 78207 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $5,000 | |
| GREATER AUSTIN CRIME COMMISSION | ||||||||
| PO BOX 27016 | AUSTIN | TX | 78755 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $500 | |
| HELPING HAND HOME FOR CHILDREN | ||||||||
| ATTN CHAMPIONS FOR CHILDREN 3804 | AUSTIN | TX | 78751 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $2,200 | AVE B |
| HVFD | ||||||||
| PO BOX 362 | HUNT | TX | 78024 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $270 | |
| IVAN CARTER WCA INC | ||||||||
| 17 S MAGNOLIA AVENUE | ORLANDO | FL | 32801 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $50,000 | |
| INGRAM INDEPENDENT SCHOOL DISTRICT | ||||||||
| ATTN SHAR MCKELVIE 510 COLLEGE | AUSTIN | TX | 78025 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $30,000 | STREET |
| INTEGRAL CARE HOUSING FIRST OAK SPRINGS | ||||||||
| PO BOX 3548 | AUSTIN | TX | 78764 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $16,667 | |
| JEREMIAH PROGRAM | ||||||||
| 1200 PAUL TERESA SALDANA ST | AUSTIN | TX | 78702 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $16,667 | |
| KAOEF | ||||||||
| 115 LIBERTY HALL ROAD | AUSTIN | TX | 24450 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $5,000 | |
| KIPP TEXAS AUSTIN | ||||||||
| PO BOX 659831 MSC 335 | SAN ANTONIO | TX | 782659130 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $25,000 | |
| LULING HIGH SCHOOL | ||||||||
| 218 E TRAVIS STREET | LULING | TX | 78648 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $16,000 | |
| MAKE-A-WISH MIDDLE TENNESSEE | ||||||||
| 2416 VANDERBILT PLACE | NASHVILLE | TN | 37212 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $500 | |
| MD ANDERSON CANCER CENTER | ||||||||
| 1220 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $500 | |
| MT DEARBORN METHODIST CHURCH | ||||||||
| PO BOX 246 | GREAT FALLS | SC | 29055 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $200 | |
| PRESIDENT'S CLUB | ||||||||
| 17100 S INTERSTATE 35 | BUDA | TX | 78610 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $1,000 | |
| PRO PLAYER FOUNDATION | ||||||||
| 701 W 11TH STREET | AUSTIN | TX | 78701 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $5,000 | |
| SAN ANTONIO ZOO | ||||||||
| 3903 N ST MARYS STREET | SAN ANTONIO | TX | 78212 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $50,000 | |
| SCHREINER UNIVERSITY | ||||||||
| 2100 MEMORIAL BLVD | KERRVILLE | TX | 78028 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $25,000 | |
| SEEDING FOUNDATION | ||||||||
| 8001 CENTRE PARK DR STE 140 | AUSTIN | TX | 78754 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $16,667 | |
| SETON FOUNDATIONS | ||||||||
| 1345 PHILOMENA STREET | AUSTIN | TX | 78723 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $100 | |
| SNACK PAKS FOR KIDS | ||||||||
| 2659 EISENHAUER ROAD | SAN ANTONIO | TX | 78209 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $5,000 | |
| SOUTHWESTERN UNIVERSITY | ||||||||
| PO BOX 6648 | SAN ANTONIO | TX | 78209 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $125,000 | |
| SSCI FOUNDATION | ||||||||
| 853 97TH AVE N | NAPLES | FL | 34108 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $100 | |
| ST DAVID'S EPISCOPAL CHURCH AND SCHOOL | ||||||||
| 1300 WILTSHIRE AVE | SAN ANTONIO | TX | 78209 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $1,000 | |
| ST EDWARDS UNIVERSITY | ||||||||
| 3001 SOUTH CONGRESS AVENUE | AUSTIN | TX | 78704 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $2,000 | |
| TEXAS A & M UNIVERSITY | ||||||||
| PO BOX 30016 | COLLEGE STATION | TX | 77842 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $2,000 | |
| TEXAS BIOMEDICAL RESARCH INSTITUTE | ||||||||
| PO BOX 760549 | SAN ANTONIO | TX | 78245 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $25,764 | |
| TEXAS CAVALIERS CHARITABLE FOUNDATION | ||||||||
| 1250 NE LOOP 410 SUITE 234 | SAN ANTONIO | TX | 78209 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $27,900 | |
| TEXAS SCHOOL FOR THE DEATH FOUNDATION | ||||||||
| PO BOX 42727 | AUSTIN | TX | 78704 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $20,000 | |
| TEXAS STATE UNIVERSITY | ||||||||
| 601 UNIVERSITY DRIVE SAN MARCOS | SAN MARCOS | TX | 78666 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $10,000 | |
| TEXAS WILDLIFE ASSOCIATION FOUNDATION | ||||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $25,000 | |
| THE 100 CLUB OF CENTRAL TEXAS | ||||||||
| 3200 STEAK AVE 240 AUSTIN | AUSTIN | TX | 78757 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $3,000 | |
| THE ARC OF THE CAPITAL AREA | ||||||||
| 4902 GOVER AVE AUSTIN | AUSTIN | TX | 78756 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $10,000 | |
| THE BATTLE OF FLOWERS ASSOCIATION | ||||||||
| PO BOX 6432 SAN ANTONIO | SAN ANTONIO | TX | 78209 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $2,500 | |
| THE DKR FUND | ||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $70,000 | |
| THE EPISCOPAL CHURCH OF THE GOOD SHEPHERD | ||||||||
| 3201 WINDSOR ROAD | AUSTIN | TX | 78703 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $500 | |
| THE NATIONAL MUSEUM OF THE PACIFIC WAR | ||||||||
| 340 EAST MAIN STREET | FREDERICKSBURG | TX | 78624 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $200 | |
| THE SAFE ALLIANCE | ||||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $5,000 | |
| THE SETON FUND | ||||||||
| 1201 WEST 38TH STREET | AUSTIN | TX | 78705 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $25,000 | |
| THE SALVATION ARMY | ||||||||
| 10711 BURNET ROAD SUITE 231 | AUSTIN | TX | 78758 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $200,000 | |
| THE SPECIAL FORCES CHARITABLE TRUST | ||||||||
| PO BOX 53 | ESSEX | CT | 06426 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $10,000 | |
| THE UNIVERSITY OF TEXAS OF AUSTIN | ||||||||
| OFFICE OF STUDENT FINANCIAL SERVICE | AUSTIN | TX | 78713 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $7,500 | PO BOX 7758 UT STATION |
| THE UNIVERSITY OF THE SOUTH | ||||||||
| 735 UNIVERSITY AVENUE THOMPSON | SEWANEE | TN | 37383 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $26,000 | UNION BUILDING |
| TIVY HIGH SCHOOL | ||||||||
| ATTN LYSLEE COOK 3250 LOOP 534 | KERRVILLE | TX | 78208 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $28,000 | |
| WEST AUSTIN LIONS CLUB | ||||||||
| PO BOX 15026 | AUSTIN | TX | 78761 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $2,000 | |
| YMCA OF AUSTIN CAMP CYPRESS | ||||||||
| 959 OLD SAN ANTONIO RD | BUDA | TX | 78610 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $100,000 | |
| WESTMINSTER PRESBYTERIAN CHURCH | ||||||||
| SAN ANTONIO CHAPTER 627 NORTHRIDGE | SAN ANTONIO | TX | 78209 | NONE | NONE | CHARITABLE, EDUCATIONAL, RELIGIOUS, SCIENTIFIC & MEDICAL | $50,600 | DRVIE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,237,870 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROJECT LOANS INTEREST | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,605 | ExclusionAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $527 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $621,665 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,604 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $134,211 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $811,612 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $811,612 | 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 | $9,388 | Amt |
| Net Investment Income | $9,388 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION ELECTS TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO 2008 UNDISTRIBUTED INCOME OF $45,936. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EXXON/MOBIL | StockNm |
| EOY Book Value | $1,229,253 | EOYBookValueAmt |
| EOYFMV | $1,536,754 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JPMORGAN INVESTMENTS 70000 | AT COST | $743,456 | $1,916,686 |
| CSFR PRIVATE - TAX COST ADJUSTMENT | AT COST | $39,081 | $0 |
| INVESTMENT AG OPPORTUNISTIC WHOLE | AT COST | $151,403 | $0 |
| TX PRESBYTERIAN INVESTMENTS | AT COST | $15,375,118 | $17,006,324 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $450 | LegalFeesAmt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID INCOME TAXES | -$14,546 | -$14,546 | -$14,456 |
| ACCRUED INTEREST & DIVIDENDS | $2,940 | $461 | $461 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION TO PRIOR PERIODS ACCRUED DIVIDENDS | Desc |
| Amt | $2,479 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $22 | $22 | $0 |
| OFFICE EXPENSE | $232 | $232 | $0 |
| ADMINISTRATIVE EXPENSE | $320 | $320 | $0 |
| CSFR PRIVATE INVESTORS, LLC - OTHER DEDUCTIONS | $507 | $507 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME - SAYLES RANCH - TRANS OIL TRUCKING | $3,042 | $3,042 | $3,042 |
| ROYALTY INCOME - SALYES RANCH - TRANS OIL MARKETING | $5,985 | $5,985 | $5,985 |
| AG OPPORTUNISTIC WHOLE LOAN SELECT LP | $28,577 | $28,577 | $28,577 |
| PROJECT LOANS INTEREST | $17,605 | $17,605 | $17,605 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESERVE DEPOSITS | Desc |
| BOY Book Value | -$8,321 | BOYBookValueAmt |
| EOY Book Value | -$10,773 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRODUCTION TAX | $416 | $416 | $0 |
| PROPERTY TAX | $754 | $754 | $0 |
| EXCISE TAX | $30,000 | $0 | $0 |