CAROL A BUCH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CAROL A BUCH FOUNDATION (EIN 82-2994089)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-14
- IRS object ID
- 202011359349100436
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-14T15:49:03-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 822994089 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carol A Buch Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY D WILSCHETZ | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $609,017 | 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 | $98,955 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $151 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $151 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,893 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $612,424 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $279,141 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $195,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $286,185 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $808 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $549 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $259 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $556 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,133 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,133 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,392 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,947 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,842 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $149,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $285,621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,918 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,072 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,072 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $424,702 | CorporateStockBOYAmt |
| Corporate Stock EOY | $552,740 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $565,945 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $446,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $595,812 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $609,017 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $446,620 | RetainedEarningBOYAmt |
| Retained Earning EOY | $595,812 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $446,620 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $595,812 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $446,620 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $595,812 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $446,620 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $149,192 | ExcessRevenueOverExpensesAmt |
| Subtotal | $595,812 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $595,812 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $612,424 | GrossSalesPriceAmt |
| Cost Or Other Basis | $333,283 | CostOrOtherBasisAmt |
| Gain Or Loss | $279,141 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $279,141 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $279,141 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,686 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $383,570 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.1165 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $25,368 | NetVlNoncharitableAssetsYr2Amt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.1165 | TotalDistributionRt |
| Average Distribution | 0.05825 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $502,176 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $29,252 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,856 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,108 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,842 | 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 | $2,856 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,856 | SubtotalAmt |
| Tax Based On Investment Income | $2,856 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,556 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Emily Wilschetz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Timothy Wilschetz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $465,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $509,823 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $509,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,647 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $502,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,856 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,856 | TotalTaxAmt |
| Distributable Before Adj | $22,253 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,253 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,253 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,842 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $44,842 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,856 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,986 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,253 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $25,652 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,652 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,842 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,253 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,589 | RemainingDistriFromCorpusAmt |
| Total Corpus | $48,241 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $48,241 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $25,652 | ExcessFromYear1Amt |
| Excess From Current Year | $22,589 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Timothy Wilschetz | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF COLLIN COUNTY | |||||||
| 7790 MAIN ST | FRISCO | TX | 75033 | N/A | PC | General & Unrestricted | $500 |
| CARITAS OF AUSTIN | |||||||
| 611 NECHES ST | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $250 |
| LEUKEMIA & LYMPHOMA SOCIETY - SOUTH CENTRAL TX CHA | |||||||
| 9211 WATERFORD CENTRE BLVD | AUSTIN | TX | 78758 | N/A | PC | General & Unrestricted | $500 |
| METROPOLITAN AFRICAN METHODIST EPISCOPAL CHURCH | |||||||
| 1518 M ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| SMILE TRAIN INC | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $250 |
| ST STEPHENS EPISCOPAL SCHOOL | |||||||
| 6500 ST STEPHENS DR | AUSTIN | TX | 78746 | N/A | PC | Carol A. Buch Family Endowment FUND | $20,000 |
| ST STEPHENS EPISCOPAL SCHOOL | |||||||
| 6500 ST STEPHENS DR | AUSTIN | TX | 78746 | N/A | PC | The Annual Fund | $3,500 |
| THE SAFE ALLIANCE | |||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | N/A | PC | General & Unrestricted | $2,500 |
| THE SAFE ALLIANCE | |||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | N/A | PC | Charitable Event | $2,500 |
| WE ARE BLOOD | |||||||
| 4300 N LAMAR BLVD | AUSTIN | TX | 78756 | N/A | PC | General & Unrestricted | $250 |
| WELL AWARE INC | |||||||
| 3571 FAR W BLVD PMB 229 | AUSTIN | TX | 78731 | N/A | PC | General & Unrestricted | $700 |
| WELL AWARE INC | |||||||
| 3571 FAR W BLVD PMB 229 | AUSTIN | TX | 78731 | N/A | PC | Charitable Event | $2,500 |
| WELL AWARE INC | |||||||
| 3571 FAR W BLVD PMB 229 | AUSTIN | TX | 78731 | N/A | PC | Charitable Event | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,184 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Wilschetz Timothy | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4307 Island Avenue | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $98,555 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VANGUARD INFORMATION TECHNOLOGY ETF VGT, 14 sh. | $3,004 | 2019-09-10 |
| 1 | VANGUARD GROWTH ETF VUG, 322 sh. | $53,602 | 2019-09-10 |
| 1 | VANGUARD GROWTH ETF VUG, 156 sh. | $25,968 | 2019-09-10 |
| 1 | VANGUARD GROWTH ETF VUG, 96 sh. | $15,981 | 2019-09-10 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $10,501 | $11,371 |
| AMERICAN ELECTRIC POWER INC | $4,052 | $4,253 |
| ANGEL OAK MULTI-STRATEGY INCOM | $22,270 | $22,209 |
| BLACKROCK INC | $5,835 | $6,032 |
| BLACKROCK STRAT INC OPP PORTFO | $33,404 | $33,607 |
| CHEVRON CORP | $5,507 | $5,423 |
| CHUBB LIMITED | $6,869 | $7,005 |
| COHEN & STEERS LOW DURATION PR | $33,403 | $33,503 |
| COHEN & STEERS REALTY SHARES C | $55,673 | $56,728 |
| COLUMBIA FDS SRS TR I STRATEGI | $33,404 | $33,630 |
| COMCAST CORP | $12,649 | $12,547 |
| CRANE CO | $4,151 | $4,405 |
| DIAGEO PLC ADS | $8,505 | $8,926 |
| HOME DEPOT INC | $13,368 | $12,448 |
| INTEL CORP | $14,987 | $15,501 |
| ISHARES CORE TOTAL USD BOND MA | $22,273 | $22,355 |
| JOHNSON & JOHNSON | $11,125 | $12,399 |
| JP MORGAN CHASE | $10,922 | $11,849 |
| LINDE PLC COM | $8,507 | $8,729 |
| LOCKHEED MARTIN CORP | $12,812 | $12,850 |
| LORD ABBETT INVESTMENT TRUST S | $27,837 | $27,903 |
| MARSH AND MCLENNAN COMPANIES I | $9,349 | $9,915 |
| MCDONALD'S CORP | $9,551 | $9,683 |
| MEDTRONIC PLC | $10,146 | $10,551 |
| MICROSOFT CORP | $23,708 | $25,390 |
| NEXTERA ENERGY, INC | $7,295 | $7,749 |
| NOVARTIS AG ADR | $9,263 | $9,753 |
| PROCTER GAMBLE CO | $12,211 | $12,615 |
| REPUBLIC SVCS INC | $5,649 | $5,826 |
| ROCKWELL AUTOMATION INC | $4,967 | $5,067 |
| SEMPER MBS TOTAL RETURN FUND I | $22,270 | $22,248 |
| SUNCOR ENERGY INC | $6,083 | $6,232 |
| TEXAS INSTRUMENTS INC | $7,815 | $8,467 |
| THE COCA-COLA CO | $11,639 | $12,288 |
| TRUIST FINANCIAL CORPORATION | $7,011 | $7,265 |
| UNION PACIFIC | $4,388 | $4,520 |
| UNITED TECHNOLOGIES CORP | $7,865 | $7,937 |
| V F CORP | $7,639 | $8,870 |
| VIRTUS MULTI-SECTOR SHRT TRM B | $27,837 | $27,896 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $8,868 | $8,868 |
| State or Local Filing Fees | $25 | $25 |
| WEBSITE HOSTING/SUPPORT | $240 | $240 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $549 | $549 | |
| Website Development | $259 | $259 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $300 | |
| 990-PF Excise Tax for 2018 | $241 | |
| Foreign Tax Paid | $15 | $15 |