The ABE Charitable Foundation Inc: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- The ABE Charitable Foundation Inc (EIN 20-1650254)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-14
- IRS object ID
- 201822269349100522
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T15:02:06-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201650254 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The ABE Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ABEC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEANNA SERRA | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $145,751 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $69 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,361 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,361 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,953 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,190 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,687 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,620 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $538 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $538 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,722 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,542 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,360 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $718 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,542 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $718 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,542 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,902 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,191 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,470 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,470 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $98,342 | CorporateStockBOYAmt |
| Corporate Stock EOY | $99,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $113,281 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $161,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,860 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $145,751 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $161,533 | RetainedEarningBOYAmt |
| Retained Earning EOY | $131,860 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $161,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $131,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $161,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $131,860 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $161,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,673 | ExcessRevenueOverExpensesAmt |
| Subtotal | $131,860 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $131,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $11,953 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,763 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,190 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,190 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,190 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $363,332 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $269,757 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.346886 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $239,424 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $524,787 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.456231 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $338,983 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $762,493 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.444572 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $356,554 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $986,431 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.361459 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $248,384 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $743,055 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.334274 | DistributionYr5Rt |
| Total Distribution | 2.943422 | TotalDistributionRt |
| Average Distribution | 0.588684 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $146,808 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $86,424 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,463 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,542 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $78 | SubtotalAmt |
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $857 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $857 | TotalPaymentsAndCreditsAmt |
| Overpayment | $779 | OverpaymentAmt |
| Applied To ES Tax | $779 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Amanda Serra | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Benjamin Serra | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Deanna L Serra | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| Eliza Mae Serra | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Gunnar Teltow | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Michael Worden | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $106,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,262 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $149,044 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $149,044 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,236 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $146,808 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,340 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,340 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78 | TotalTaxAmt |
| Distributable Before Adj | $7,262 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,262 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,262 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,542 | 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 | $33,542 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $33,542 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,262 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $214,304 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $309,258 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $302,292 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $214,411 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $350,757 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,391,022 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,542 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,262 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,280 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,417,302 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $214,304 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,202,998 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $309,258 | ExcessFromYear4Amt |
| Excess From Year3 | $302,292 | ExcessFromYear3Amt |
| Excess From Year2 | $214,411 | ExcessFromYear2Amt |
| Excess From Year1 | $350,757 | ExcessFromYear1Amt |
| Excess From Current Year | $26,280 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Deanna L Serra | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN AREA ART FROM THE STREETS | |||||||
| PO BOX 12473 | AUSTIN | TX | 78711 | N/A | PC | General & Unrestricted | $1,000 |
| GIRL SCOUTS OF CENTRAL TEXAS INC | |||||||
| 12012 PARK THIRTY FIVE CIR | AUSTIN | TX | 78753 | N/A | PC | General & Unrestricted | $1,000 |
| GREATER AUSTIN PERFORMING ARTS CENTER | |||||||
| 701 W RIVERSIDE DR | AUSTIN | TX | 78704 | N/A | PC | General & Unrestricted | $10,000 |
| GREATER AUSTIN PERFORMING ARTS CENTER | |||||||
| 701 W RIVERSIDE DR | AUSTIN | TX | 78704 | N/A | PC | Gallery 701 Project | $10,000 |
| ZACHARY SCOTT THEATER CENTER | |||||||
| 1510 TOOMEY RD | AUSTIN | TX | 78704 | N/A | PC | General & Unrestricted | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,000 | 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 | $69 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,361 | 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 | $2,190 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $67 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,687 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,687 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gunnar Teltow | PersonNm |
| Short Explanation | *Removed from foundation in 2017 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR S & P MIDCAP 400 IN | $5,721 | $7,022 |
| SPDR S&P 500 ETF TRUST | $15,107 | $18,680 |
| NUVEEN SANTA BARBARA DIVIDEND | $7,788 | $9,140 |
| THIRD AVENUE FOCUSED CREDIT FU | $2,457 | $263 |
| TEMPLETON GLOBAL TOTAL RETURN | $2,774 | $2,985 |
| VAN ECK EMERGING MARKETS FUND | $4,455 | $5,044 |
| BLACKROCK GLOBAL LONG/SHORT CR | $2,774 | $2,880 |
| MFS VALUE I | $15,209 | $17,281 |
| JP MORGAN STRATEGIC INCOME OPP | $5,549 | $5,563 |
| BLACKROCK STRAT INC OPP - INS | $5,549 | $5,645 |
| MFS INTERNATIONAL DIVERSIFICAT | $16,431 | $19,745 |
| LOOMIS SAYLES FDS GWTH FD CL Y | $15,576 | $19,033 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,517 | $5,517 | |
| Bank Charges | $180 | $180 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $67 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $538 | Amt |
| Net Investment Income | $538 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-T EXTENSION FOR 2016 | CategoryTxt |
| Amt | $100 | Amt |