SOOCH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SOOCH FOUNDATION (EIN 20-0399480)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201833189349103203
- Schema version
- 2017v2.3
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T16:13:46-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472401640 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DURBIN BENNETT TAX ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CONGRESS AVENUE SUITE 1600 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200399480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOOCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOOC | BusinessNameControlTxt |
| Phone | 5124725755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WEST 7TH STREET | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN PIETRUSZYNSKI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5124725755 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE S TODD | PreparerPersonNm |
| PTIN | P00175982 | PTIN |
| Phone | 5124394800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.6.33.143 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 16:13:45 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 33B554B2285F6CBB7E8EF83314CDEC97E38E5A8A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,694,675 | 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 |
| Dividends Rev And Expnss | $314,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $305,652 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $777,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,062,408 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $777,671 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $94,140 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $94,140 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,185,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,177,463 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $60,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $60,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,573 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,786 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,785 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,992 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,265 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,727 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,190 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,600 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,590 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,997 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,997 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,216 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,298 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,918 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $219,968 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $138,017 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $325,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $325,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $544,968 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $463,017 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $640,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,120,514 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $297,204 | CashBOYAmt |
| Cash EOY | $690,719 | CashEOYAmt |
| Cash EOYFMV | $690,719 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,576,315 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,298,939 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,298,939 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,756,541 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,008,063 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,008,063 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,418,797 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,696,493 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,696,493 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,670 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,209 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $461 | LandBOYAmt |
| Land EOY | $461 | LandEOYAmt |
| Land EOYFMV | $461 | LandEOYFMVAmt |
| Total Assets BOY | $14,049,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,694,675 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,694,675 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $14,049,318 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,694,675 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,049,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,694,675 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,049,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,694,675 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,049,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $640,988 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,004,369 | OtherIncreasesAmt |
| Subtotal | $15,694,675 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,694,675 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| IRONWOOD INTERNATIONAL LTD | P | 2005-09-28 | 2017-01-03 | $1,800,033 | $1,150,000 | $650,033 | $650,033 |
| CAIS THIRD POINT | P | 2013-03-28 | 2017-02-10 | $342,505 | $276,966 | $65,539 | $65,539 |
| STCG FROM VIDA LONGEVITY FUND LP | P | $364 | $364 | ||||
| LTCG FROM VIDA LONGEVITY FUND LP | P | -$1,263 | -$1,263 | ||||
| 218.16 UNITS DFA EMERGING MARKETS CORE EQUITY | P | 2017-02-03 | 2017-07-05 | $4,483 | $4,091 | $392 | $392 |
| 267.75 UNITS DFA EMERGING MARKETS CORE EQUITY | P | 2017-02-21 | 2017-07-05 | $5,502 | $5,178 | $324 | $324 |
| 507.87 UNITS DFA EMERGING MARKETS CORE EQUITY | P | 2017-02-21 | 2017-04-18 | $9,985 | $9,822 | $163 | $163 |
| 6,706.41 UNITS DFA INTL CORE EQUITY | P | 2016-01-19 | 2017-06-02 | $89,985 | $69,280 | $20,705 | $20,705 |
| 2,194.59 UNITS DFA INTL CORE EQUITY | P | 2016-07-25 | 2017-08-08 | $29,985 | $24,733 | $5,252 | $5,252 |
| 965.72 UNITS DFA US CORE EQUITY 1 | P | 2017-02-21 | 2017-07-05 | $19,985 | $19,674 | $311 | $311 |
| 714.63 UNITS DFA US CORE EQUITY 1 | P | 2016-07-25 | 2017-08-08 | $14,985 | $13,056 | $1,929 | $1,929 |
| 45,000 UNITS FHLB 5.00% 11/17/17 | P | 2007-10-18 | 2017-11-17 | $45,000 | $44,952 | $48 | $48 |
| 15,000 UNITS FHLB 5.00% 11/17/17 | P | 2008-06-11 | 2017-11-17 | $15,000 | $15,000 | $0 | $0 |
| 10,000 UNITS MCDONALD'S CORP MTN | P | 2008-01-15 | 2017-10-15 | $10,000 | $10,000 | $0 | $0 |
| 200,000 UNITS US TREASURY BILL 0.00% 072017 | P | 2016-07-26 | 2017-07-20 | $200,000 | $198,951 | $1,049 | $1,049 |
| 200,000 US TREASURY NOTE 0.875% 11/15/17 | P | 2017-01-25 | 2017-11-15 | $200,000 | $200,000 | $0 | $0 |
| 200,000 US TREASURY NOTE 4.625% 2/15/17 | P | 2016-07-26 | 2017-02-15 | $200,000 | $200,000 | $0 | $0 |
| 2,314.82 UNITS VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | P | 2016-07-28 | 2017-04-18 | $24,985 | $25,718 | -$733 | -$733 |
| 921.23 UNITS DFA EMERGING MARKETS CORE EQUITY | P | 2016-07-25 | 2017-08-08 | $19,985 | $16,417 | $3,568 | $3,568 |
| CAPITAL GAINS DIVIDENDS | P | $29,990 | $29,990 | $29,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $777,671 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $444,818 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,438,697 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033100 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $802,266 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,314,012 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056048 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $735,840 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,805,115 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049702 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $714,541 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,242,139 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050171 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $812,449 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,536,753 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060018 | DistributionYr5Rt |
| Total Distribution | 0.249039 | TotalDistributionRt |
| Average Distribution | 0.049808 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,394,185 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $716,946 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,205 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $728,151 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $463,017 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,410 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,410 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,410 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,388 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,388 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,978 | OverpaymentAmt |
| Applied To ES Tax | $11,978 | 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 | WWW.SOOCHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARY ELLEN PIETRUSZYNSKI | IndividualWithBooksNm |
| Phone | 5124725755 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WEST 7TH STREET | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NAVDEEP S SOOCH | ||||||||
| 600 W 7TH STREET | AUSTIN | TX | 78701 | PRESIDENT & TREASURER | 5.00 | $0 | $0 | $0 |
| DAVID R WELLAND | ||||||||
| 600 W 7TH STREET | AUSTIN | TX | 78701 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ISABEL WELLAND | ||||||||
| 600 W 7TH STREET | AUSTIN | TX | 78701 | SECRETARY & TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN MCGOVERN | ||||||||
| 600 W 7TH STREET | AUSTIN | TX | 78701 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN PIETRUSZYNSKI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WEST 7TH STREET | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $60,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $14,296,582 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $316,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,613,386 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,613,386 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,394,185 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $719,709 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $719,709 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,410 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,410 | TotalTaxAmt |
| Distributable Before Adj | $697,299 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $697,299 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $697,299 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $463,017 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $463,017 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $463,017 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $697,299 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $137,774 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,013 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,622 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99,916 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $252,325 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $463,017 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $463,017 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $234,282 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $234,282 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,043 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,043 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $18,043 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NAVDEEP S SOOCH | ContributingManagerNm |
| Contributing Manager | DAVID R WELLAND | ContributingManagerNm |
| Contributing Manager | ISABEL WELLAND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF AUSTIN TEXAS INC | |||||||
| 4901 BURNET RD | AUSTIN | TX | 78756 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| BREAKTHROUGH | |||||||
| 1050 EAST 11TH STREET STE 350 | AUSTIN | TX | 78702 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $40,000 |
| FOUNDATION COMMUNITIES INC | |||||||
| 3036 S 1ST ST | AUSTIN | TX | 78704 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $40,000 |
| PELOTONU | |||||||
| 500 E ST JOHNS AVE STE 1460 | AUSTIN | TX | 78752 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $50,000 |
| SKILLPOINT ALLIANCE | |||||||
| 201 E 2ND ST STE B | AUSTIN | TX | 78701 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $75,000 |
| AUSTIN OPPORTUNITY YOUTH COLLABORATIVE | |||||||
| 6505 AIRPORT BLVD SUITE 101 | AUSTIN | TX | 78752 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $40,000 |
| COALITION OF SCHOOLS EDUCATING BOYS OF COLOR | |||||||
| 43 FOUNDRY AVE | WALTHAM | MA | 02453 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $5,000 |
| MOBILE LOAVES & FISHES | |||||||
| 9301 HOG EYE ROAD SUITE 950 | AUSTIN | TX | 78724 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $5,000 |
| ONE STAR FOUNDATION | |||||||
| 9011 MOUNTAIN RIDGE DRIVE SUITE 100 | AUSTIN | TX | 78759 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $5,000 |
| SAMMY'S HOUSE | |||||||
| 2415 TWIN OAKS DRIVE | AUSTIN | TX | 78757 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $5,000 |
| SI SE PUEDE | |||||||
| PO BOX 1929 | CHANDLER | AZ | 85244 | N/A | PC | TO SUPPORT ORGANIZATION'S PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $325,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $314,145 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $777,671 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,185,956 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,185,956 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,573 | Amt |
| Net Investment Income | $2,786 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,785 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME FUNDS | BondNm |
| EOY Book Value | $4,008,063 | EOYBookValueAmt |
| EOYFMV | $4,008,063 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $9,298,939 | EOYBookValueAmt |
| EOYFMV | $9,298,939 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAIS MILLENNIUM INT'L LTD | FMV | $730,041 | $730,041 |
| VIDA LONGEVITY FUND LP | FMV | $966,452 | $966,452 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| ORGANIZATION COSTS | $12,972 | $12,972 | $0 | $0 |
| APPLE LAPTOPS | $2,698 | $2,237 | $461 | $461 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTERNET/WEBSITE HOSTING | $114 | $0 | $114 |
| TELEPHONE | $2,029 | $0 | $2,029 |
| BANK SERVICE CHARGES | $95 | $0 | $95 |
| PAYROLL SERVICE FEES | $2,192 | $0 | $2,192 |
| INVESTMENT EXPENSES - FROM K-1 VIDA LONGEVITY FUND, LP | $21,298 | $21,298 | $0 |
| OFFICE SUPPLIES | $578 | $0 | $578 |
| DUES AND SUBSCRIPTIONS | $1,105 | $0 | $1,105 |
| HEALTH INSURANCE | $22,805 | $0 | $22,805 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - FROM K-1 VIDA LONGEVITY FUND, LP | $81,531 | $81,531 | $81,531 |
| DISTRIBUTION FROM QUALIFIED SETTLEMENT FUND | $12,609 | $12,609 | $12,609 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $979,881 |
| BOOK/TAX DIFFERENCE FROM VIDA K-1 | $24,488 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $29,265 | $29,265 | $0 |
| CONSULTING | $30,727 | $0 | $30,727 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $3,600 | $3,600 | $0 |
| PAYROLL TAXES | $4,590 | $0 | $4,590 |
| EXCISE TAX | $25,000 | $0 | $0 |