AELK FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AELK FOUNDATION INC (EIN 46-1592864)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-12
- IRS object ID
- 202021649349101607
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-12T13:50:48-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742984516 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEADOR & JONES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2414 EXPOSITION BLVD SUITE BC-230 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | 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 | 461592864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AELK FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PERSONAL ADMINISTRATORS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AELK | BusinessNameControlTxt |
| Phone | 5123281184 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE RD BLDG C-100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE ELIZABETH WYNN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5123281184 | PhoneNum |
| Signature | 2020-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN JONES CPA | PreparerPersonNm |
| PTIN | P00643840 | PTIN |
| Phone | 5124720795 | 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 | $5,404,584 | 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 | $932,100 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,074 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,074 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,783 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $397,069 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,871 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,190 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,047,018 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,728 | 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 |
| Legal Fees Rev And Expnss | $505 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $253 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $252 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,844 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,422 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,422 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,826 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,826 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,398 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,574 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,899 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,674 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $270,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $270,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $311,147 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,899 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $273,674 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $735,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,829 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,118,081 | CashBOYAmt |
| Cash EOY | $843,539 | CashEOYAmt |
| Cash EOYFMV | $843,539 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $15,000 | AcctRcvblBOYAmt |
| Other Investments BOY | $3,223,785 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,803,495 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,561,045 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,356,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,647,034 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,404,584 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,323 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,323 | 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 | $4,356,866 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,645,711 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,356,866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,645,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,356,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,647,034 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,356,866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $735,871 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,092,737 | SubtotalAmt |
| Other Decreases | $447,026 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,645,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $28,862 | $28,862 | $28,862 | |
| GOLDMAN SACHS US EQUITY DIVIDEND & PREMIUM FD INSTL | P | $214,588 | -$10,412 | -$10,412 | $225,000 |
| SALIENT MLP & ENERGY INFRAS FD INST | P | $153,619 | -$14,579 | -$14,579 | $168,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,871 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $178,023 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,564,208 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049947 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,722 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,319,040 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049629 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,161 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $500,065 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058314 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,927 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $464,953 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042858 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,825 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $491,723 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050486 | DistributionYr5Rt |
| Total Distribution | 0.251234 | TotalDistributionRt |
| Average Distribution | 0.050247 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,142,903 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $258,415 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $838 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $259,253 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $273,674 | 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 | $838 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $838 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,151 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,151 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,313 | OverpaymentAmt |
| Applied To ES Tax | $6,313 | 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 | PERSONAL ADMINISTRATORS INC | IndividualWithBooksNm |
| Phone | 5123281184 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE RD BLDG C-100 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ANNE ELIZABETH WYNN | ||||||||
| 1006 W MILTON STREET | AUSTIN | TX | 78704 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LARKIN WYNN | ||||||||
| 1006 W MILTON STREET | AUSTIN | TX | 78704 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KYRIE WYNN | ||||||||
| 1006 W MILTON STREET | AUSTIN | TX | 78704 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,177,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,043,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,221,221 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,221,221 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,142,903 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $257,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $257,145 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $838 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $838 | TotalTaxAmt |
| Distributable Before Adj | $256,307 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $256,307 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $256,307 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $273,674 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $273,674 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $838 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $272,836 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $256,307 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $589 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $4,294 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,852 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,442 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,177 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $273,674 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $256,307 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,367 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $62,544 | 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 | $589 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $61,955 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,294 | ExcessFromYear3Amt |
| Excess From Year2 | $37,852 | ExcessFromYear2Amt |
| Excess From Year1 | $2,442 | ExcessFromYear1Amt |
| Excess From Current Year | $17,367 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | N/A | 501(C)(3) | TO SUPPORT THE ORGANIZATION | $100,000 |
| FRESH CHEFS SOCIETY | |||||||
| 5416 PARKCREST DRIVE STE 700 | AUSTIN | TX | 78731 | N/A | 501(C)(3) | TO SUPPORT THE ORGANIZATION | $15,000 |
| MUTICULTERAL REFUGEE COALITION | |||||||
| PO BOX 41566 | AUSTIN | TX | 78704 | N/A | 501(C)(3) | TO SUPPORT THE ORGANIZATION | $30,000 |
| HOUSTON BOTANIC GARDEN | |||||||
| 8205 N BAYOU DRIVE | HOUSTON | TX | 77017 | N/A | 501(C)(3) | TO SUPPORT THE ORGANIZATION | $100,000 |
| MOBILE LOAVES & FISHES | |||||||
| 9301 HOG EYE ROAD 950 | AUSTIN | TX | 78724 | N/A | 501(C)(3) | TO SUPPORT THE ORGANIZATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $270,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,074 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,783 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,871 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,190 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,918 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,918 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MELBERN G AND SUSANNE M GLASSCOCK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22143 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77227 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $932,100 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3 SHS 1/100 BERKSHIRE HTWY CLA STOCK | NoncashPropertyDesc |
| Fair Market Value | $932,100 | FairMarketValueAmt |
| Received | 2019-02-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP AND ACCOUNTING FEES | CategoryTxt |
| Amt | $6,844 | Amt |
| Net Investment Income | $3,422 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,422 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,803,495 | BookValueAmt |
| EOYFMV | $4,561,045 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $505 | LegalFeesAmt |
| Net Investment Income | $253 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $252 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BASIS IN STOCK RECIEVED BY DONOR | Desc |
| Amt | $447,026 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $7,574 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $1,190 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,190 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | A/P - AE WYNN | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,323 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $23,826 | Amt |
| Net Investment Income | $23,826 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,398 | Amt |
| Net Investment Income | $2,398 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |