HARRY E AND EDA L MONTANDON CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HARRY E AND EDA L MONTANDON CHARITABLE TR (EIN 82-6673963)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349102476
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:16:03-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKESKA MONAHAN & PECKHAM PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CONGRESS AVENUE SUITE 990 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | 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 | 826673963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY E AND EDA L MONTANDON CHARITABLE TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD BURATTI | InCareOfNm |
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 5125071772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13205 EL CAMINO ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78727 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BURATTIOTHERS SEE SCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5124761040 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00025928 | PTIN |
| Phone | 5124761040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.77.193.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 74225420203215000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 35150429C7E6432C8549DC8D41B8AD0CF3E5A85E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2DE4AD93CB82CC844C7EDFBDCA37F4543A78D92F | AtSubmissionFilingDeviceId |
| 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 | $42,240,102 | 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 | $5,792,836 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $214,441 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $214,441 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $851,668 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $851,668 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$292,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,087,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,566,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,066,109 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,540 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $273,093 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $194,217 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $78,876 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92,248 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $92,248 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,418 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,208 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,208 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,983 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,013 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $970 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $464,282 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $345,726 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $118,554 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,026,736 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,026,736 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,491,018 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $345,726 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,145,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,075,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $720,383 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,415,370 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,260,733 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,564,694 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,069,639 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,097,312 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,712,119 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,662,585 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,215,756 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,502,604 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $343,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $305,396 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $363,412 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $103,157 | OtherAssetsBOYAmt |
| Other Assets EOY | $97,273 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $97,273 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,594,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,976,470 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,240,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,288,595 | CapitalStockBOYAmt |
| Capital Stock EOY | $41,081,431 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,305,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,895,039 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,594,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,976,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,594,182 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,976,470 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,594,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,075,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $306,796 | OtherIncreasesAmt |
| Subtotal | $42,976,470 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $42,976,470 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| US TRUST ST BOX A - SEE ATTACHED | 2019-12-31 | $8,972,757 | $8,872,248 | $105,356 | $100,509 | |
| US TRUST BOX B - SEE ATTACHED | 2019-12-31 | $751,368 | $747,993 | -$3,311 | $3,375 | |
| US TRUST LT BOX D - SEE ATTACHED | 2019-12-31 | $1,906,540 | $2,020,927 | -$115,499 | -$114,387 | |
| US TRUST LT BOX E - SEE ATTACHED | 2019-12-31 | $468,061 | $467,750 | -$3,662 | $311 | |
| US TRUST ST BOX C - SEE ATTACHED | 2019-12-31 | $535 | $489 | $46 | $46 | |
| US TRUST LT BOX F - SEE ATTACHED | 2019-12-31 | $202 | $165 | $37 | $37 | |
| US TRUST ST MLP - SEE ATTACHED | 2019-12-31 | $5,269 | $5,201 | $68 | $68 | |
| US TRUST LAZARD PTP ADJ | 2019-12-31 | $91 | -$91 | -$91 | ||
| US TRUST CAP GAIN DISTRIB | 2019-12-31 | |||||
| AMG AMERITRADE ST BOX A - SEE ATTACHED | 2019-12-31 | $1,263,445 | $1,258,487 | $4,958 | $4,958 | |
| CAPITAL GAIN DIVIDENDS | $255 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$292,435 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $431,669 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,819,697 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.012051 | DistributionYr1Rt |
| Total Distribution | 0.012051 | TotalDistributionRt |
| Average Distribution | 0.012051 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $41,606,500 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $501,400 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,204 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $508,604 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,145,290 | 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 | $7,204 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,204 | SubtotalAmt |
| Tax Based On Investment Income | $7,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87,273 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $87,273 | TotalPaymentsAndCreditsAmt |
| Overpayment | $80,069 | OverpaymentAmt |
| Applied To ES Tax | $80,069 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://FDNWEB.ORG/MONTANDON | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD BURATTI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5125071772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13205 EL CAMINO ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78727 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD BURATTI | ||||||||
| 13205 EL CAMINO ROAD | AUSTIN | TX | 78727 | TRUSTEE | 0 | $15,000 | $0 | $0 |
| HENRY B MAYES JR | ||||||||
| 17500 NORTH LAKE HILLS DR | JONESTOWN | TX | 78645 | TRUSTEE | 0 | $15,000 | $0 | $0 |
| KATHLEEN M MAYES | ||||||||
| 17500 NORTH LAKE HILLS DR | JONESTOWN | TX | 78645 | TRUSTEE | 0 | $15,000 | $0 | $0 |
| ELINE BURATTI | ||||||||
| 13205 EL CAMINO ROAD | AUSTIN | TX | 78727 | TRUSTEE | 0 | $15,000 | $0 | $0 |
| BARRETT RIESS | ||||||||
| 13205 EL CAMINO ROAD | AUSTIN | TX | 78727 | TRUSTEE | 0 | $15,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US TRUST | |||||
| PO BOX 830269 | DALLAS | TX | 75283 | PROFESSIONAL SERVICE | $117,941 |
| AMG WEALTH ADVISORS | |||||
| 2700 VIA FORTUNA SUITE 100 | AUSTIN | TX | 78746 | PROFESSIONAL SERVICE | $76,276 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALL CHARITABLE ACTIVITIES OF FOUNDATION RELATE TO GRANT MAKING. | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,712,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,564,694 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,963,289 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,240,102 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,240,102 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $633,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,606,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,080,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,080,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,204 | TotalTaxAmt |
| Distributable Before Adj | $2,073,121 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,073,121 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,073,121 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,145,290 | 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 | $1,145,290 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,204 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,138,086 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,073,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $88,675 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,145,290 | QualifyingDistributionsAmt |
| Applied To Year1 | $88,675 | AppliedToYear1Amt |
| Applied To Current Year | $1,056,615 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,016,506 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS AMBER CARDEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 W 3RD ST SUITE 2760 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787014706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5123972001 | RecipientPhoneNum |
| Form And Info And Materials | RESTRICTIONS OR LIMITATIONS ON AWARDS: TO PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS THAT ARE LEGALLY ESTABLISHED AND WHOSE PRINCIPAL OPERATIONS ARE IN TEXAS THAT SERVE (1) HANDICAPPED AND DISABLED INDIVIDUALS OF ALL AGES, OR (II) CHILDREN, WHETHER HANDICAPPED, DISABLED, ILL OR OTHERWISE DISADVANTAGED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSION DEADLINES ARE NOV 1ST AND APRIL 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANY BABY CAN | |||||||
| 6207 SHERIDAN AVE | AUSTIN | TX | 78723 | NONE | PC | TO PROVIDE HOME-BASED SERVICES FOR EARLY CHILDHOOD INTEGRATION PROGRAM | $50,000 |
| BREAKTHROUGH CENTRAL TEXAS | |||||||
| 1050 E 11TH ST | AUSTIN | TX | 78702 | NONE | PC | SUPPORT SIXTH GRADERS IN THE SUMMER ACADEMY TO BUILD ACADEMIC SKILLS | $25,000 |
| DOWN HOME RANCH | |||||||
| 20250 FARM-TO-MARKET 619 | ELGIN | TX | 78621 | NONE | PC | PROVIDE CAPITAL IMPROVEMENTS ON TWO PROPERTIES TO HOUSE CLIENTS WITH DISABILITIES | $40,000 |
| GOODWILL CENTRAL TEXAS | |||||||
| 6505 BURLESON ROAD | AUSTIN | TX | 78744 | NONE | PC | PROVIDE SCHOLARSHIPS FOR TWELVE LOW INCOME STUDENTS TO LEARN NURSING SKILLS FOR FUTURE EMPLOYMENT | $25,000 |
| HEALING WITH HORSES RANCH | |||||||
| 10014 FM973 | MANOR | TX | 78653 | NONE | PC | SCHOLARSHIP SUPPORT FOR CLIENTS WITH DISABILITIES WHO NEED EQUINE LEARNING & PSYCHOTHERAPY. | $25,000 |
| HELPING HAND HOME FOR CHILDREN | |||||||
| 3804 AVE B | AUSTIN | TX | 78751 | NONE | PC | BUILD SPLASH PAD TO BE USED IN THERAPY BY CHILDREN PHSYSICALLY, EMOTIONALLY, SEXUALLY ABUSED | $25,000 |
| HILL COUNTRY COMMUNITY | |||||||
| 1005 LACY DR | LEANDER | TX | 78641 | NONE | PC | BUILD OUT THRIFT STORE TO PROVIDE UTILITY RENT ASSISTANCE & TRANSITIONAL HOUSING | $25,000 |
| HILL COUNTRY MEDICAL MINISTRIES | |||||||
| 904 CRYSTAL FALLS PKWY | LEANDER | TX | 78641 | NONE | PROVIDE FUNDING FOR NURSE PRACTITIONER, NURSE AND BILINGUAL ASSISTANT FOR UNDERSERVED FAMILIES | $25,000 | |
| JEREMIAH PROGRAM AUSTIN | |||||||
| 1200 PAUL TERESA SALDANA ST | AUSTIN | TX | 78702 | NONE | PC | SUPPORT EARLY CHILDHOOD PROGRAMS IN THE ONSITE, FIVE CLASSROOM CHILD DEVELOPMENT CENTER | $25,000 |
| HOSPICE AUSTIN | |||||||
| 4107 SPICEWOOD SPRINGS RD | AUSTIN | TX | 78759 | NONE | PC | SUPPORT PEDIATRIC HOSPICE SERVICES WITH COMPREHENSIVE MEDICAL CARE FOR THE FAMILY | $25,000 |
| MOUNT NEBO | |||||||
| PO BOX 650112 | AUSTIN | TX | 78765 | NONE | PC | PROGRAM SUPPORT FOR BASE CAMP ACADEMY PROGRAM AND SUMMER CAMP | $25,000 |
| THE JUNIOR LEAGUE OF AUSTIN | |||||||
| 5330 BLUFFSTONE LN | AUSTIN | TX | 78759 | NONE | PC | SUPPORT FOOD IN TUMMIES PROGRAM SERVING 1,600 STUDENTS PRE-K THROUGH 5TH WITH FOOD BACKPACKS | $25,000 |
| THE MARBRIDGE FOUNDATION | |||||||
| 2310 BLISS SPILLAR RD | MANCHACA | TX | 78652 | NONE | PC | OPERATIONAL AND PROGRAM SUPPORT FOR THOSE WITH COGNITIVE AND INTELLECTUAL DISABILITIES | $50,000 |
| THE SETTLEMENT HOME FOR CHILDREN | |||||||
| 1600 PAYTON GIN RD | AUSTIN | TX | 78758 | NONE | PC | FUNDS TO RENOVATE HOME FOR ABUSED GIRLS AGE 11-21 WHO HAVE BEEN REMOVED FROM THEIR FAMILIES | $40,000 |
| MOBILE LOAVES & FISHES | |||||||
| 9301 HOG EYE RD 950 | AUSTIN | TX | 78724 | NONE | PC | FUNDING TO BUILD A MICRO HOME FOR PHASE TWO OF THE COMMUNITY FIRST VILLAGE | $35,000 |
| ACTS OF LOVE EARLY CHILDHOOD | |||||||
| 207 SONNY DR | LEANDER | TX | 78641 | NONE | PC | OUTDOOR PLAY & OFFICE EQUIPMENT WASHER & DRYER | $25,000 |
| AGE OF CENTRAL TEXAS | |||||||
| 3710 CEDAR ST | AUSTIN | TX | 78705 | NONE | PC | WHEELCHAIRS, WALKERS, SHOWER CHAIRS AND BENCHES | $25,000 |
| AUSTIN SMILES | |||||||
| 9415 BURNET RD 207 | AUSTIN | TX | 78758 | NONE | PC | FUND TO BENEFIT CENTRAL TEXAS CHILDREN | $25,000 |
| AUSTIN PUBLIC EDUCATION FDN | |||||||
| 4000 S IH35 FRONTAGE RD | AUSTIN | TX | 78704 | NONE | PC | SUPPORT TECHNOLOGY FOR LIBRARY | $7,500 |
| URBAN ROOTS | |||||||
| 4900 GONZALES ST | AUSTIN | TX | 78702 | NONE | PC | SUPPORT FARM INTERNSHIP PROGRAM | $20,000 |
| BOOKSPRING | |||||||
| 2006 GREENBROOK PKWY | AUSTIN | TX | 78723 | NONE | PC | PURCHASE CHILDRENS BOOKS FOR LOW INCOME AND DISADVANTAGED CHILDREN | $10,000 |
| BOYS AND GIRLS CLUBS OF AUSTIN & TRAVIS COUNTY | |||||||
| 6648 ED BLUESTEIN BLVD | AUSTIN | TX | 78723 | NONE | PC | SUPPORT SALARIES, SUPPLIES, & MATERIALS, FIELD TRIP COSTS | $20,000 |
| CANDLELIGHT RANCH FOUNDATION | |||||||
| 6408 MULESHOE BEND TRAIL | MARBLE FALLS | TX | 78654 | NONE | PC | ASSIST WITH PROGRAM MATERIAL AND SUPPLIES AND STAFF COMPENSATIONAS WELL AS MAINTENANCE | $40,000 |
| CARITAS OF AUSTIN | |||||||
| 611 NECHES ST | AUSTIN | TX | 78701 | NONE | PC | OPERATIONAL EXPENSES | $10,000 |
| CENTER FOR CHILD PROTECTION | |||||||
| 8509 FM 969 2 | AUSTIN | TX | 78724 | NONE | PC | PARTIALLY FUND SALARY FOR NEW ED SPECIALIST | $20,000 |
| CHILDRENS ADVOCACY CENTERS OF TX | |||||||
| 1501 W ANDERSON LN | AUSTIN | TX | 78757 | NONE | PC | ANNUAL LEADERSHIP CONFERENCE MEETING, SPACE RENTAL, FOOD & BEVERAGE AND EQUIPMENT RENTAL | $20,000 |
| EASTER SEALS CENTRAL TEXAS | |||||||
| 8505 CROSS PARK DR 120 | AUSTIN | TX | 78754 | NONE | PC | FIT ABILITY PROGRAM SCHOLARSHIP | $20,000 |
| FAMILY ELDERCARE | |||||||
| 1700 RUTHERFORD LN | AUSTIN | TX | 78754 | NONE | PC | GUARDIANSHIP PROGRAM | $20,000 |
| GENAUSTIN | |||||||
| 2801 S IH 35 FRONTAGE RD 110 | AUSTIN | TX | 78741 | NONE | PC | AUGUST GIRL CONNECT PROGRAM | $30,000 |
| HALF HELEN FOUNDATION | |||||||
| 1023 SPRINGDALE RD | AUSTIN | TX | 78721 | NONE | PC | ASSIST WITH FUNDING OF TWO PORTABLE OPTOMETRY CLINICS | $35,000 |
| MIRACLE FARM INC | |||||||
| 10802 FM2621 | BRENHAM | TX | 77833 | NONE | PC | TRAUMA FOCUSED COUNSELING FOR YOUNG MEN AGES 13-18 | $20,000 |
| OPEN MY WORLD THERAPEUTIC RIDING | |||||||
| 5300 COUNTY RD 279 | LEANDER | TX | 78641 | NONE | PC | COST FOR 9 MONTHS OF RENT FOR CURRENT LOCATION | $40,000 |
| SAFE IN AUSTIN | |||||||
| 14601 HONEYCOMB DR | LEANDER | TX | 78641 | NONE | PC | GENERAL OPERATIONS | $20,000 |
| STILL CREEK BOYS RANCH INC | |||||||
| 6055 HEARNE RD | BRYAN | TX | 77808 | NONE | PC | BOYS HOUSE "RELIEF PARENT" SALARY | $20,000 |
| TEXAS RAMP PROJECT | |||||||
| 9705 BURNET RD | AUSTIN | TX | 78758 | NONE | PC | BUILDING WHEELCHAIR RAMPS FOR THE ELDERLY AND DISABLED ACROSS TEXAS | $25,000 |
| THE SAFE ALLIANCE | |||||||
| 4800 MANOR RD A | AUSTIN | TX | 78723 | NONE | PC | COST OF STAFF WAGES TO SUPPORT BEHAVIOR AND EDUCATION THERAPY FOR ABUSED CHILDREN | $25,000 |
| WONDERS & WORRIES | |||||||
| 9101 BURNET RD SUITE 205 | AUSTIN | TX | 78758 | NONE | PC | CAPITAL CAMPAIGN FOR EXPANSION INTO THE HOUSTON AREA | $30,000 |
| YOUTH AND FAMILY ALLIANCE | |||||||
| 3700 S 1ST ST | AUSTIN | TX | 78704 | NONE | PC | STREET OUTREACH FOR RUNWAY AND HOMELESS YOUTH AGES 10-26 TO EXPAN STAFF NEEDS | $20,000 |
| CAL FARLEYS BOYS RANCH | |||||||
| 600 SW 11TH AVE | AMARILLO | TX | 79101 | NONE | PC | NEW DISHWASHER AND HOT WATER HEATERS | $34,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,026,736 | 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 | $214,441 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $851,668 | 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 | -$292,435 | 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 | $773,674 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $773,674 | 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 | ESTATE OF EDA MONTANDON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13205 EL CAMINO ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78727 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,792,836 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND RELATED ACCOUNTING FEE | CategoryTxt |
| Amt | $12,540 | Amt |
| Net Investment Income | $12,540 | NetInvestmentIncomeAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| U S TRUST |
| INVESTMENT ADVISOR AND ALSO AN ADVISOR FOR GRANT-MAKING. |
| AMG WEALTH ADVISORS |
| INVESTMENT ADVISOR. |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PRIVATE FOUNDATION TAX RETURN IS ON EXTENSION UNTIL 11/16/2020. AFTER TAX RETURN IS COMPLETED, WE WILL PROVIDE ATTORNEY GENERAL WITH REQUIRED INFORMATION. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US TRUST SEE ATTACHED SCH | BondNm |
| EOY Book Value | $5,215,756 | EOYBookValueAmt |
| EOYFMV | $5,502,604 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST SEE DETAIL | $11,586,734 | $12,002,062 |
| AMG/AMERITRAD SEE DETAIL | $21,510,578 | $21,710,057 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST SEE ATTACHED SCH | $305,396 | $363,412 |
| LAZARD PARTNERSHIP INT US TRUS | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IRS PREPAYMENT | $103,157 | $0 | $0 |
| PRIOR YEAR TAX OVERPAYMENT | $0 | $27,273 | $27,273 |
| TAX REFUND DUE FROM ESTATE | $0 | $10,000 | $10,000 |
| ESTIMATED TAX PAID | $0 | $60,000 | $60,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE E&O | $1,940 | $970 | $970 |
| BANK FEES | $50 | $50 | |
| INVESTMENT FEES | $6,993 | $6,993 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINAL ESTATE K-1 CAPITAL LOSS CARRYOVER | Desc |
| Amt | $306,796 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $194,217 | $194,217 | |
| GRANT MAKING FEES | $78,876 | $78,876 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF EDA MONTANDON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13205 EL CAMINO ROAD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78727 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $16,364 | $16,364 |
| INCOME TAX PAID | $75,884 | $75,884 |