MR AND MRS NELSON RUSCHE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MR AND MRS NELSON RUSCHE FOUNDATION (EIN 31-1741790)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349101735
- 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
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T07:43:16-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 844114850 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hollis Lewis & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2437 Bay Area Blvd 500 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77058 | 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 | 311741790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mr and Mrs Nelson Rusche Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MRAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9582 Escondido Drive | AddressLine1Txt |
| City | Willis | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77318 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Suzanne R Jefferys | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark E Hollis CPA PFS CFP CFS | PreparerPersonNm |
| PTIN | P00629100 | PTIN |
| Phone | 2814617000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,386,736 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $321,000 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $321,000 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $321,000 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $518,430 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $518,430 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $518,430 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,314,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,411,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,314,291 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,153,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,153,721 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $839,430 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,985 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,985 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,259 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,259 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,259 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $101,053 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101,053 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $101,053 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $105,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $105,297 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,660,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,660,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,765,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $105,297 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,660,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $388,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,048,424 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $734,133 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,822 | CashBOYAmt |
| Cash EOY | $85,359 | CashEOYAmt |
| Cash EOYFMV | $85,359 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,932,979 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,289,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,289,245 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,346,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,591,118 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,384,602 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,737,258 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,453,491 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,627,530 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $32,086,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,419,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,386,736 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,358 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,113 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,358 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,113 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,066,034 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,066,034 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,414,100 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,086,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,419,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,066,034 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $388,424 | ExcessRevenueOverExpensesAmt |
| Other Increases | $641 | OtherIncreasesAmt |
| Subtotal | $32,455,099 | SubtotalAmt |
| Other Decreases | $40,999 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,414,100 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Charles Schwab | P | 2019-01-01 | 2019-12-31 | $4,273,794 | $4,275,783 | -$1,989 | -$1,989 |
| Charles Schwab | P | 2000-01-01 | 2019-12-31 | $9,128,608 | $7,821,814 | $1,306,794 | $1,306,794 |
| Capital gain distributions | P | 2000-01-01 | 2019-12-31 | $9,486 | $9,486 | $9,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,314,291 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,989 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,968 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40,968 | SubtotalAmt |
| Tax Based On Investment Income | $40,968 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,886 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $100,886 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $31 | EsPenaltyAmt |
| Overpayment | $59,887 | OverpaymentAmt |
| Applied To ES Tax | $59,887 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suzanne R Jefferys | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135824814 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9582 Escondido Drive | AddressLine1Txt |
| City | Willis | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 773186618 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Holly Michele Rosas | ||||||
| 1102 Alegria Road | Austin | TX | 78757 | Secr/Director | 0.00 | $0 |
| Suzanne R Jefferys | ||||||
| 9582 Escondido Drive | Willis | TX | 77318 | Pres/Treas | 0.00 | $0 |
| Jordan Brooke Jefferys | ||||||
| 9582 Escondido Drive | Willis | TX | 77318 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,660,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,660,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,660,000 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2000-12-13 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,660,000 | CurrentYearAmt |
| Year1 | $1,785,000 | Year1Amt |
| Year2 | $223,725 | Year2Amt |
| Year3 | $223,748 | Year3Amt |
| Total | $3,892,473 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,660,000 | CurrentYearAmt |
| Year1 | $1,785,000 | Year1Amt |
| Year2 | $223,725 | Year2Amt |
| Year3 | $223,748 | Year3Amt |
| Total | $3,892,473 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $38,386,736 | CurrentYearAmt |
| Year1 | $33,067,665 | Year1Amt |
| Year2 | $35,679,809 | Year2Amt |
| Year3 | $4,158,404 | Year3Amt |
| Total | $111,292,614 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Suzanne Rusche Jefferys | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9582 Escondido Drive | AddressLine1Txt |
| City | Willis | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 773186618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7135824814 | RecipientPhoneNum |
| Form And Info And Materials | None specified | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| First Methodist Church - Houston | ||||||
| 1320 Main St | Houston | TX | 77002 | None | Benevolence purposes | $250,000 |
| Depelchin Children's Center | ||||||
| 4950 Memorial Drive | Houston | TX | 77007 | None | To provide foster care and adoption for the most vulnerable children and families in Texas and to work to break the cycles of abuse and neglect. | $15,000 |
| Stephen F Austin State University | ||||||
| P O Box 6092 SFA Station | Nacogdoches | TX | 75962 | None | Higher education | $35,000 |
| House of Peace 1st Presbyterian Chu | ||||||
| 502 Eldridge Rd | Sugar Land | TX | 77478 | None | To support building bridges of understanding between different religions and ethnicities while supporting orphans who survived terrorist attacks in churches. | $25,000 |
| Battleship Texas Foundation | ||||||
| One Riverway Suite 2200 | Houston | TX | 77056 | None | Preservation of historic structures. | $15,000 |
| Con Mi Madre | ||||||
| 4175 Freidrich Lane Ste 200 | Austin | TX | 78744 | None | To empower young Latinas and their mothers by providing education and support services that increase preparedness, participation, and success in post-secondary education. | $30,000 |
| Fertility Foundation of Texas PMB 1 | ||||||
| 3801 N Cap of Tex Hwy Bldg E-240 | Austin | TX | 78731 | None | To assist in the education of the public about infertility as a curable condition, award grant monies to assist patients and to fund research. | $75,000 |
| Hope To Opportunities Foundation | ||||||
| P O Box 51744 | Amarillo | TX | 79110 | None | Vocational training center & residential homes for persons with intellectual disabilities. | $1,000,000 |
| The Council on Recovery | ||||||
| P O Box 2768 | Houston | TX | 77252 | None | To provide residential and outpatient treatment services for addiction and related issues to the Houston and Austin communities. | $50,000 |
| Sustainable Food Center | ||||||
| 2921 E 17th St Bldg C | Austin | TX | 78702 | None | To cultivate a just and regenerative food system so people and the environment can thrive. | $50,000 |
| National Ovarian Cancer Coalition | ||||||
| 12221 Merit Dr Ste 1950 | Dallas | TX | 75251 | None | The organization is committed to raising awareness, prevent, and cure ovarian cancer, as well as improve the qualify of life. | $5,000 |
| The Foundation for Hope | ||||||
| 15403 Hope Village Road | Friendswood | TX | 77546 | None | THe Foundation for Hope Village is dedicated to operating Hope Village. It is the mission of Hope Village to provide superior yet affordable residential and support services to children and adults with intellectual and developmental disabilities. | $10,000 |
| Lowe Syndrome Association Inc | ||||||
| P O Box 417 | Chicago | IL | 60415 | None | The Lowe Syndrome Association, Inc is an international voluntary health organization whose primary purposes are to foster communication among families, promote a better understanding of the syndrome, provide medical and educational information, and encourage and support research. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,660,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $321,000 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $518,430 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,314,291 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,153,721 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,153,721 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax and accounting | CategoryTxt |
| Amt | $2,985 | Amt |
| Net Investment Income | $2,985 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,985 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income taxes | Desc |
| Amt | $40,999 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Advisory fees | $100,149 | $100,149 | $100,149 |
| AMEX fees | $175 | $175 | $175 |
| Office supplies | $184 | $184 | $184 |
| P O Box | $288 | $288 | $288 |
| Tax docs, stamps | $257 | $257 | $257 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior period income tax adjustment | Desc |
| Amt | $641 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Federal income taxes | $20,358 | $40,999 |
| -$35,886 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foriegn Taxes | CategoryTxt |
| Amt | $1,259 | Amt |
| Net Investment Income | $1,259 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,259 | AdjustedNetIncomeAmt |