WATERPROOF FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WATERPROOF FOUNDATION INC (EIN 27-3816047)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-12
- IRS object ID
- 202010729349100211
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-12T13:28:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822760175 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLYLER STALLOP & COMPTON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 PLAZA ON THE LAKE SUITE 325 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273816047 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATERPROOF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WATE | BusinessNameControlTxt |
| Phone | 5126373540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WESTBANK DRIVE NO 2A | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK CHALMERS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5126373540 | PhoneNum |
| Signature | 2020-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GLENN STALLOP | PreparerPersonNm |
| PTIN | P00938623 | PTIN |
| Phone | 5123272000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,652,883 | 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 | $210,450 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,431 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,431 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,236 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,236 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$463,147 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $541,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,740 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$217,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $221,407 | 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 | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $625 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,534 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,576 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,576 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,201 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,201 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $428,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $428,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $449,936 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,201 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $432,201 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$666,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $217,206 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $284,575 | CashBOYAmt |
| Cash EOY | $285,705 | CashEOYAmt |
| Cash EOYFMV | $285,705 | CashEOYFMVAmt |
| US Government Obligations BOY | $345,939 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $342,029 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $349,172 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,625,911 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,961,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,018,006 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,256,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,589,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,652,883 | 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 | $4,256,425 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,589,459 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,256,425 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,589,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,256,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,589,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,256,425 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$666,966 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,589,459 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,589,459 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $36,986 | $54,726 | -$17,740 | -$17,740 | ||
| PUBLICLY TRADED SECURITIES | $145,725 | $155,667 | -$9,942 | -$9,942 | ||
| 9175 SHS 3D SYSTEMS CORP | $74,759 | $24,084 | $50,675 | $50,675 | 2006-05-22 | 2019-10-16 |
| 34825 SHS 3D SYSTEMS CORP | $283,760 | $121,013 | $162,747 | $162,747 | 2006-05-22 | 2019-10-16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,740 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $370,973 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,215,894 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.115356 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $334,961 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,129,555 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.107032 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $138,120 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,772,134 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049824 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $396,449 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,444,795 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.115086 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $778,029 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,944,168 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.112041 | DistributionYr5Rt |
| Total Distribution | 0.499339 | TotalDistributionRt |
| Average Distribution | 0.099868 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,860,266 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $285,649 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,172 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $287,821 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $432,201 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,172 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,172 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,172 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,508 | OverpaymentAmt |
| Applied To ES Tax | $4,508 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICK CHALMERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5126373540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WESTBANK DRIVE SUITE 2A | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH SCOTT LOEWENBAUM | ||||||||
| 1000 WESTBANK DRIVE SUITE 2A | AUSTIN | TX | 78746 | CHAIRMAN AND VP | 1.00 | $0 | $0 | $0 |
| ANNA LOEWENBAUM HARGROVE | ||||||||
| 1000 WESTBANK DRIVE SUITE 2A | AUSTIN | TX | 78746 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| REGINALD HARGROVE | ||||||||
| 1000 WESTBANK DRIVE SUITE 2A | AUSTIN | TX | 78746 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PATRICK CHALMERS | ||||||||
| 1000 WESTBANK DRIVE SUITE 2A | AUSTIN | TX | 78746 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,612,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $290,919 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,903,823 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,903,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,860,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,172 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,172 | TotalTaxAmt |
| Distributable Before Adj | $140,841 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $140,841 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $140,841 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $432,201 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $432,201 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,172 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $430,029 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $140,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $434,463 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $231,325 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $181,969 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $223,536 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,071,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $432,201 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $140,841 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $291,360 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,362,653 | 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 | $434,463 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $928,190 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $231,325 | ExcessFromYear4Amt |
| Excess From Year2 | $181,969 | ExcessFromYear2Amt |
| Excess From Year1 | $223,536 | ExcessFromYear1Amt |
| Excess From Current Year | $291,360 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICK CHALMERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WESTBANK DRIVE SUITE 2A | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5126373540 | RecipientPhoneNum |
| Form And Info And Materials | AN APPLICATION FOR A GRANT SHOULD BE IN THE FORM OF A LETTER AND INCLUDE THE FOLLOWING: 1. A LIST OF THE ORGANIZATION'S BOARD MEMBERS 2. A SUMMARY DESCRIBING THE APPLICANT AND THE PROJECT TO BE FUNDED 3. THE TOTAL FUNDING REQUIRED FOR THE PROJECT AND THE AMOUNT REQUESTED FROM THE FOUNDATION 4. A COPY OF THE ORGANIZATION'S MOST RECENT FORM 990 5. A COPY OF THE DETERMINATION LETTER ISSUED TO THE APPLICANT BY THE INTERNAL REVENUE SERVICE. THE DETERMINATION LETTER MUST STATE (I) THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXATION AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND (II) THE ORGANIZATION IS CLASSIFIED AS A PUBLIC CHARITY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST MEET THE DEFINITION WITHIN INTERNAL REVENUE CODE 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AUSTIN PARKS FOUNDATION | ||||||||
| 1023 SPRINGDALE 4B | AUSTIN | TX | 78721 | NONE | PC | CONSERVATION | $10,000 | |
| BEYOND BATTEN DISEASE FOUNDATION | ||||||||
| PO BOX 50221 | AUSTIN | TX | 78763 | NONE | PC | MEDICAL RESEARCH | $10,000 | |
| CLEVELAND CLINIC | ||||||||
| PO BOX 931517 | CLEVELAND | OH | 441931655 | NONE | PC | MEDICAL TREATMENT | $10,000 | |
| DUBIN BREAST CANCER CENTER | ||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 100296574 | NONE | PC | MEDICAL RESEARCH | $5,000 | |
| EXPLORE AUSTIN | ||||||||
| 2201 E 6TH ST | AUSTIN | TX | 78702 | NONE | PC | LEADERSHIP, MENTORING | $1,000 | |
| FEED THE HUNGRY SAN MIGUEL INC | ||||||||
| 220 N ZAPATA HWY 11 | LAREDO | TX | 780434464 | NONE | PC | PROVIDE FOOD, EDUCATION AND COMMUNITY DEVELOPMENT | $10,000 | |
| GOOD SHEPHERD EPISCOPAL SCHOOL | ||||||||
| 3201-B WINDSOR ROAD | AUSTIN | TX | 78703 | NONE | PC | EDUCATION | $8,500 | |
| HEARTGIFT FOUNDATION | ||||||||
| 7951 SHOAL CREEK BLVD STE 301 | AUSTIN | TX | 78757 | NONE | PC | MEDICAL TREATMENT | $5,000 | |
| HELPING HAND HOME FOR CHILDREN | ||||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | NONE | PC | CHILDCARE, THERAPEUTIC SERVICES | $1,000 | |
| KIPP AUSTIN PUBLIC SCHOOLS | ||||||||
| 8509 FM 969 BUILDING 513 | AUSTIN | TX | 78724 | NONE | PC | EDUCATION | $5,000 | |
| LEDA | ||||||||
| 315 WEST 39TH STREET STE 607 | NEW YORK | NY | 10018 | NONE | PC | EDUCATION | $10,000 | |
| MD ANDERSON | ||||||||
| PO BOX 301439 | HOUSTON | TX | 772301439 | NONE | PC | MEDICAL RESEARCH | $10,000 | |
| OCHSNER CLINIC FOUNDATION | ||||||||
| 1514 JEFFERSON HIGHWAY BRENT HOUSE | NEW ORLEANS | LA | 70121 | NONE | PC | MEDICAL TREATMENT | $2,000 | 607 |
| ST ANDREW'S EPISCOPAL SCHOOL | ||||||||
| 1112 W 31ST STREET | AUSTIN | TX | 78705 | NONE | PC | EDUCATION | $2,000 | |
| THE EPISCOPAL CHURCH OF THE GOOD SHEPHERD | ||||||||
| PO BOX 5176 | AUSTIN | TX | 78763 | NONE | PC | RELIGIOUS | $6,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | NONE | PC | CONSERVATION | $10,000 | |
| THE SETON FUND | ||||||||
| 1201 WEST 38TH STREET | AUSTIN | TX | 78705 | NONE | PC | MEDICAL TREATMENT | $5,000 | |
| TEXAS WILDLIFE ASSOCIATION FOUNDATION | ||||||||
| 3660 THOUSAND OAKS STE 126 | SAN ANTONIO | TX | 78247 | NONE | PC | WILDLIFE CONSERVATION | $10,000 | |
| UNC-CHAPEL HILL | ||||||||
| PO BOX 309 | CHAPEL HILL | NC | 275140309 | NONE | PC | EDUCATION | $300,000 | |
| WESTCAVE OUTDOOR DISCOVERY CENTER | ||||||||
| 603 WEST 13TH STREET SUITE 2D | AUSTIN | TX | 78701 | NONE | PC | CONSERVATION | $2,500 | |
| WONDERS & WORRIES | ||||||||
| 9101 BURNET ROAD SUITE 205 | AUSTIN | TX | 78758 | NONE | PC | COUNSELING AND BEREAVEMENT SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $428,000 | 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 | $4,431 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,236 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$463,147 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$427,480 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$427,480 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE AND LILLIAN LOEWENBAUM | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WESTBANK DRIVE SUITE 2A | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $210,450 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,000 SHS LUMINEX CORPORATION | NoncashPropertyDesc |
| Fair Market Value | $210,450 | FairMarketValueAmt |
| Received | 2019-05-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 42,075 SHS 3D SYSTEMS CORP | $1,569,606 | $368,156 |
| 34,219 SHS LUMINEX CORPORATION | $769,347 | $792,512 |
| 310 SHS HOWARD HUGHES CORP | $34,925 | $39,308 |
| 740 SHS LEGGETT & PLATT INC | $22,338 | $37,614 |
| 210 SHS POOL CORPORATION | $10,808 | $44,600 |
| 230 SHS VISA INC | $10,348 | $43,217 |
| 1,200 SHS LKQ | $33,042 | $42,840 |
| 270 SHS MICROCHIP TECHNOLOGY | $17,392 | $28,274 |
| 450 SHS PEPSICO INC | $48,428 | $61,502 |
| 600 SHS SCHLUMBERGER LTD | $47,400 | $24,120 |
| 1,800 SHS FIRST HAWAIIAN INCOR (FHB) | $47,786 | $51,930 |
| 475 SHS CHEVRON CORPORATION (CVX) | $47,742 | $57,242 |
| 40 SHS BANK OF AMERICA 7.25% PFD | $48,209 | $57,960 |
| 280 SHS STERIS PLC (STE) | $18,042 | $42,678 |
| 550 SHS ABBOTT LABS (ABT) | $21,470 | $47,773 |
| 110 SHS ROPER TECHNOLOGIES | $29,164 | $38,965 |
| 40 SHS LOCKHEED MARTIN CORP | $11,868 | $15,575 |
| 330 SHS JPMORGAN CHASE & CO | $35,485 | $46,002 |
| 550 SHS PROGRESSIVE CO | $28,639 | $39,815 |
| 610 SHS CVS HEALTH CORP | $35,789 | $45,317 |
| 2,100 SHS ON SEMICONDUCTOR CO | $41,318 | $51,198 |
| 110 SHS TELEFLEX INCORPORATE | $32,579 | $41,408 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $342,029 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $349,172 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $7,127 | $3,564 | $3,563 |
| BANK FEES | $25 | $12 | $13 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $13,534 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |