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RACHAEL & BEN VAUGHAN FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
RACHAEL & BEN VAUGHAN FOUNDATION (EIN 74-6040479)
Tax period
2016-12-01 to 2017-11-30
Filed
2018-10-10
IRS object ID
201832839349100108
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-10-10T11:02:30-05:00ReturnTs
Tax Period End2017-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134255527PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALVETTI FERGUSONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 W NOTTINGHAM DRIVE SUITE 100AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746040479EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RACHAEL AND BEN VAUGHAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRACHBusinessNameControlTxt
Phone5124774726PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 460968AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782460968ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBEN F VAUGHAN IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5124774726PhoneNum
Signature2018-10-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARITA AKINPreparerPersonNm
PTINP01399134PTIN
Phone2105363200PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,803,626FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$119,198DividendsRevAndExpnssAmt
Dividends Net Invst Incm$119,198DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$119,612NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$504,300GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$119,612CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$238,810TotalRevAndExpnssAmt
Total Net Invst Incm$238,810TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,325TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,377OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$240OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,702TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$240TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$339,356ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$339,356ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$346,058TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$240TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$339,356TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$107,248ExcessRevenueOverExpensesAmt
Net Investment Income$238,570NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,973CashBOYAmt
Prepaid Expenses BOY$7,252PrepaidExpensesBOYAmt
Prepaid Expenses EOY$5,927PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,927PrepaidExpensesEOYFMVAmt
Other Investments BOY$4,068,190OtherInvestmentsBOYAmt
Other Investments EOY$3,982,240OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,797,699OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,095,415TotalAssetsBOYAmt
Total Assets EOY$3,988,167TotalAssetsEOYAmt
Total Assets EOYFMV$8,803,626TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,736,525CapitalStockBOYAmt
Capital Stock EOY$2,736,525CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,358,890RetainedEarningBOYAmt
Retained Earning EOY$1,251,642RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,095,415TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,988,167TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,095,415TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,988,167TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,095,415TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$107,248ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,988,167SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,988,167TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD SHORT-TERM INVEST-GR ADM - 31,019.852 SHSP2014-11-202016-12-05$330,200$332,548-$2,348-$2,348
VANGUARD SHORT-TERM INVEST-GR ADM - 4,863.028 SHSP2015-02-192017-01-03$51,902$52,140-$238-$238
CAPITAL GAINS DIVIDENDSP$122,198$122,198$122,198
FieldValueIRS element (for citing)
Capital Gain Net Income$119,612CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$395,875AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,335,124NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053970DistributionYr1Rt
Adjusted Qlfy Distri Yr2$353,117AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,483,705NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047185DistributionYr2Rt
Adjusted Qlfy Distri Yr3$318,025AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,444,966NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042717DistributionYr3Rt
Adjusted Qlfy Distri Yr4$297,271AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,629,372NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044842DistributionYr4Rt
Adjusted Qlfy Distri Yr5$283,231AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,932,182NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047745DistributionYr5Rt
Total Distribution0.236459TotalDistributionRt
Average Distribution0.047292AverageDistributionRt
Net Vl Noncharitable Assets$8,012,744NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$378,939AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,386NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$381,325AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$339,356QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,771InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,771SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,771TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,927EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,927TotalPaymentsAndCreditsAmt
Overpayment$1,156OverpaymentAmt
Applied To ES Tax$1,156AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressRBVFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BEN F VAUGHAN III PRESIDENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2102220335PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 460968AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782460968ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BEN F VAUGHAN III
P O BOX 460968SAN ANTONIOTX782460968PRESIDENT & TRUSTEE1.00$0$0$0
DAPHNE VAUGHAN
P O BOX 460968SAN ANTONIOTX782460968SEC, TREASURER & TRUSTEE1.00$0$0$0
BEN F VAUGHAN IV
P O BOX 460968SAN ANTONIOTX782460968VICE PRES & TRUSTEE1.00$0$0$0
GENEVIEVE VAUGHAN
P O BOX 460968SAN ANTONIOTX782460968VICE PRES & TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,132,268AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,497AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,134,765TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,134,765AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$122,021CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,012,744NetVlNoncharitableAssetsAmt
Minimum Investment Return$400,637MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$400,637MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,771TaxBasedOnInvestmentIncomeAmt
Total Tax$4,771TotalTaxAmt
Distributable Before Adj$395,866DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$395,866DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$395,866DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$339,356ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$339,356QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$339,356AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$395,866DistributableAsAdjustedAmt
Undistributed Income PY$336,776UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$339,356QualifyingDistributionsAmt
Applied To Year1$336,776AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,580AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$393,286UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBEN F VAUGHAN IIIContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES C VAUGHANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 460968AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782460968ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2102220335RecipientPhoneNum
Recipient Email AddressGRANTS@RBVFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsTHE INITIAL GRANT INQUIRY APPLICATION (DOWNLOADED FROM HTTP://WWW.RBVFOUNDATION.ORG/MAKING) MUST BE COMPLETED AND SUBMITTED BY JUNE 1ST TO GRANTS@RBVFOUNDATION.ORG. IF INVITED TO SUBMIT A FINAL GRANT APPLICATION (DOWNLOADED FROM HTTP://WWW.RBVFOUNDATION.ORG/MAKING) IT MUST BE COMPLETED AND SUBMITTED BY AUGUST 10TH TO GRANTS@RBVFOUNDATION.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesINITIAL INQUIRY APPLICATIONS ARE DUE BY JUNE 1ST & FINAL GRANT APPLICATIONS ARE DUE BY AUGUST 10TH.SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE AWARDED IN THE AREA OF HEALTH CARE, HUMAN RIGHTS, RELIGIOUS SUPPORT, SUBSTANCE ABUSE, EDUCATION, ENVIROMENTAL PRESERVATION AND POVERTY REDUCTION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGAPE PREGNANCY RESOURCE CENTER
104 E MAIN AVEROUND ROCKTX78664NONEPUBLIC CHARITYSERVICES FOR PREGNANT OR PARENTING HOMELESS WOMEN$2,000
ANN RICHARDS SCHOOL FOUNDATION
2206 PRATHER LANEAUSTINTX78704NONEPUBLIC CHARITYEDUCATE YOUUNG WOMEN TO SUCCEED IN COLLEGE, CAREERS,$20,000
ANNUNCIATION MATERNITY HOME
3610 SHELL RDGEORGETOWNTX78628NONEPUBLIC CHARITYPROVIDE FREE SERVICES TO YOUNG WOMEN WHO ARE EXPERIENCING AN UNPLANNED PREGNANCY.$2,000
ASAPROSAR DEVELOPMENT FUND
P O BOX 5348BRADFORDMA01835NONEPUBLIC CHARITYPROVIDE BASIC LIVING ASSISTANCE TO THE NEEDIEST FAMILIES OF EL SALVADOR$10,000
ASSOCIATION FOR THE STUDY OF WOMEN AND MYTHOLOGY
PO BOX 150018BROOKLYNNY11215NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
AUSTIN HABITAT FOR HUMANITY
55 NORTH IH-35 SUITE 240AUSTINTX78702NONEPUBLIC CHARITYBRINGS PEOPLE TOGETHER TO BUILD HOMES AND COMMUNITIES$1,000
BLUE LAPIS LIGHT INC
PO BOX 1821AUSTINTX78767NONEPUBLIC CHARITYSUPPORT AERIAL DANCE AND MOVEMENT CLASSES$5,000
BOYS & GIRLS CLUBS OF AUSTIN
5407 N INTERSTATE 35 400AUSTINTX78723NONEPUBLIC CHARITYTO PROVIDE AFTER SCHOOL ACTIVITIES AND FACILITIES FOR THOUSANDS OF YOUNG PEOPLE IN THE AUSTIN AREA.$5,000
BREAKTHROUGH
1050 EAST 11TH ST STE 350AUSTINTX78702NONEPUBLIC CHARITYSUPPORT SATURDAYS AT ST. STEPHEN'S PROGRAM$5,000
CATHOLIC CHARITIES OF CENTRAL TEXAS
1625 RUTHERFORD LANEAUSTINTX78754NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
CENTRAL TEXAS FOOD BANK
6500 METROPOLIS DRAUSTINTX78744NONEPUBLIC CHARITYTO NOURISH HUNGRY PEOPLE AND LEAD THE COMMUNITY IN THE FIGHT AGAINST HUNGER$5,000
CONSPIRARE
1033 LA POSADA DRIVE SUITE 130AUSTINTX78752NONEPUBLIC CHARITYSUPPORT PROGRAM 'BIG SINGS' COMMUNITY OUTREACH PROGR$12,500
CORPORATE ACCOUNTABILITY INTERNATIONAL
10 MILK STREET SUITE 610BOSTONMA02108NONEPUBLIC CHARITYPROTECT HUMAN RIGHTS, PUBLIC HEALTH AND THE ENVIRONMENT FROM CORPORATE GREED AND ABUSE AROUND THE WORLD$3,000
EMANCIPET INC
7010 EASY WIND DRIVE SUITE 260AUSTINTX78752NONEPUBLIC CHARITYPROVIDE SAFE AND ACCESSIBLE SPAY/NEUTER FOR PETS IN COMMUNITY$10,000
FOUNDATION COMMUNITIES INC
3036 S FIRST STAUSTINTX78704NONEPUBLIC CHARITYEXPAND CHILDRENS HOME INITIATIVE$15,000
FRIENDS OF LAGUNA ATASCOSA NATIONAL WILDLIFE REGUGE
22688 BUENA VISTA BLVDRIO HONDOTX78583NONEPUBLIC CHARITYTO PROTECT, SUPPORT AND ENHANCE THE REFUGE OF SOUTH TEXAS.$5,000
FRONT STEPS INC
P O BOX 684519AUSTINTX78768NONEPUBLIC CHARITYPROVIDE A PATHWAY HOME THROUGH SHELTER, AFFORDABLE HOUSING, AND COMMUNITY EDUCATION$5,000
HEMISFAIR CONSERVANCY
PO BOX 1262SAN ANTONIOTX78295NONEPUBLIC CHARITYTO SERVE AS A POWERFUL CONDUIT OF PHILANTHROPY TO ELEVATE SAN ANTONIO BY ENSURING EXCEPTIONAL QUALITY AND LONGEVITY OF THE HEMISFAIR PUBLIC SPACES AND THEIR AMENITIES FOR GENERATIONS.$1,000
INSTITUTE OF ARCHAEOMYTHOLOGY
1645 FURLONG RDSEBASTOPOLCA95472NONEPUBLIC CHARITYTO FOSTER AN INTERDISCIPLINARY APPROACH TO CULTURAL RESEARCH WITH A PARTICULAR EMPHASIS ON THE BELIEFS, RITUALS, SOCIAL STRUCTURE AND SYMBOLISM OF PAST AND PRESENT SOCIETIES.$5,000
INTERNATIONAL MEDIA PROJECT
1714 FRANKLIN ST 100-251OAKLANDCA94942NONEPUBLIC CHARITYFOR THE WOMEN RISING RADIO PROGRAM & WEBSITE$5,000
KIPP AUSTIN PUBLIC SCHOOLS INC
8509 FM 969 BLDG CAUSTINTX78724NONEPUBLIC CHARITYWORK TO CLOSE PROGRESS GAP FOR LOW INCOME MINORITY STUDENTS$15,000
LANDA GARDENS CONSERVANCY
P O BOX 12243SAN ANTONIOTX78212NONEPUBLIC CHARITYDEDICATED TO BEAUTIFY AND MAINTAIN THE GROUNDS AT LANDA LIBRARY, A BRANCH OF THE SAN ANTONIO PUBLIC LIBRARY.$2,500
MANOS DE CRISTO INC
4911 HARMON AVEAUSTINTX78751NONEPUBLIC CHARITYDENTAL SERVICES TO LOW INCOME INDIVIDUALS & FAMILIES$5,000
MEALS ON WHEELS AND MORE INC
3227 E 5TH STAUSTINTX78702NONEPUBLIC CHARITYSUPPORT THE 'HANDY WHEELS' PROGRAM$2,500
NATIONAL WILDLIFE FEDERATION
44 EAST AVENUE STE 200AUSTINTX78701NONEPUBLIC CHARITYSUPPORT TEXAS LIVING WATERS WORKS$7,000
PDFH&H FUND
P O BOX 3070HALF MOON BAYCA94019NONEPUBLIC CHARITYPARTNER FOR THE HUMAN RIGHTS AND SOCIAL JUSTICE MOVEMENTS$5,000
RESPITE CARE OF SAN ANTONIO
605 BELKNAP PLSAN ANTONIOTX78212NONEPUBLIC CHARITYTO PROTECT, LOVE, BUILD TRUST, AND NURTURE GROWTH OF CHILDREN WITH SPECIAL NEEDS AND MEDICAL CONDITIONS WHILE STRENGTHENING THE FAMILIES CARING FOR THEM.$7,500
SA READS
P O BOX 460176SAN ANTONIOTX78246NONEPUBLIC CHARITYTO INCREASE LITERACY AND EDUCATIONAL ATTAINMENT IN BEXAR COUNTY.$2,500
SAINT MARY'S HALL INC
9401 STARCREST DRSAN ANTONIOTX78217NONEPUBLIC CHARITYGENERAL SUPPORT$20,000
SAN ANTONIO BOTANICAL GARDENS
555 FUNSTON PLACESAN ANTONIOTX78209NONEPUBLIC CHARITYINSPIRE PEOPLE TO CONNECT WITH THE PLANT WORLD AND UNDERSTAND THE IMPORTANCE OF PLANTS$2,500
SAN ANTONIO LIFE ACADEMY
722 ROBINHOOD PLACESAN ANTONIOTX78209NONEPUBLIC CHARITYTO ENRICH THE LIVES OF ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH CONTINUING EDUCATION FOCUSED ON INTELLECTUAL, SOCIAL, HEALTH, CREATIVE AND COMMUNITY INVOLVEMENT SKILLS AND OPPORTUNITIES.$5,000
SAN ANTONIO PUBLIC LIBRARY FOUNDATION
625 SHOOK AVESAN ANTONIOTX78212NONEPUBLIC CHARITYTO STRENGTHEN THE LIBRARY IN SERVICE TO THE COMMUNITY.$3,000
SOUTHWEST SCHOOL OF ART
300 AUGUSTA STSAN ANTONIOTX78205NONEPUBLIC CHARITYTO TEACH AND ADVANCE THE VISUAL ARTS$1,000
SPRAY NEUTER INJECT PROJECT SAN ANTONIO
6338 N NEW BRAUNFELS 185SAN ANTONIOTX78209NONEPUBLIC CHARITYFOR THE BIG FIX CLINIC$2,500
ST JOSEPH'S CATHOLIC CHURCH
623 E COMMERCE STREETSAN ANTONIOTX78205NONEPUBLIC CHARITYTO SERVE ONE ANOTHER IN CHARITY, TO GROW IN FAITH, HOPE AND LOVE.$5,000
TEACH FOR AMERICA - RIO GRANDE VALLEY
801 N BRYAN RD STE 152MISSIONTX78572NONEPUBLIC CHARITYBUILD A MOVEMENT TO ELIMINATE EDUCATIONAL INEQUITY$5,000
TEACH FOR AMERICA
700 N ST MARYS STREET SUITE 200SAN ANTONIOTX78205NONEPUBLIC CHARITYBUILD A MOVEMENT TO ELIMINATE EDUCATIONAL INEQUITY$5,000
TEXAS AGRICULTURAL LAND TRUST
1919 OAKWELL FARMS PARKWAYSAN ANTONIOTX78218NONEPUBLIC CHARITYTO CONSERVE THE TEXAS HERITAGE OF AGRICULTURAL LANDS, WILDLIFE HABITATS AND NATURAL RESOURCES.$1,000
TEXAS BIOMEDICAL RESEARCH INSTITUTE
7620 NW LOOP 410SAN ANTONIOTX78227NONEPUBLIC CHARITYIMPROVE HEALTH OF THE GLOBAL COMMUNITY$1,000
TEXAS FAIR DEFENSE PROJECT
314 E HIGHLAND MALL BLVD STE 108AUSTINTX78752NONEPUBLIC CHARITYTO FIGHT FOR A CRIMINAL JUSTICE SYSTEM THAT RESPECTS THE LIVES OF LOW-INCOME TEXANS.$5,000
TEXAS RETIRED TEACHERS FOUNDATION
313 E 12TH ST STE 220AUSTINTX78701NONEPUBLIC CHARITYTO PROVIDE RESOURCES FOR RETIRED TRS ANNUITANTS AS WELL AS ACTIVE AND BEGINNING TEACHERS.$10,000
THE SETON FUND OF THE DAUGHTERS OF CHARITY OF ST VINCENT DE PAUL INC
1201 WEST 38TH STREETAUSTINTX78705NONEPUBLIC CHARITYCARE AND IMPROVE HEALTH OF THE POOR$5,000
THE SOCIETY OF ST VINCENT DE PAUL DIOCESAN COUNCIL OF AUSTIN
PO BOX 9070AUSTINTX78766NONEPUBLIC CHARITYPROVIDE BASIC LIVING ASSISTANCE TO THE POOR$5,000
TIDES FOUNDATION
BOX 29198SAN FRANCISCOCA94129NONEPUBLIC CHARITYSUPPORT LAIMA INTERNATIONAL CONFERENCE$35,356
TRINITY BY THE SEA EPISCOPAL CHURCH
433 TROJAN STPORT ARANSASTX78373NONEPUBLIC CHARITYTO ESTABLISH THE INCLUSIVITY OF THE KINGDOM OF GOD, THE KINGDOM IN OUR MIDST.$5,000
TRINITY CENTER
304 E 7TH STREETAUSTINTX78701NONEPUBLIC CHARITYPROGRAMS FOR THE POOR AND HOMELESS$5,000
UNIVERISTY CATHOLIC CENTER
2010 UNIVERSITY AVEAUSTINTX78705NONEPUBLIC CHARITYTO SERVE AND HELP BUILD RELATIONSHIPS WITH GOD.$2,500
VIDES USA
6019 BUENA VISTA STREETSAN ANTONIOTX78237NONEPUBLIC CHARITYPROMOTES SERVICE IN EDUCATION AND SOCIAL JUSTICE$15,000
VINCARE SERVICES OF AUSTIN FOUNDATION
2026 GUADALUPE STEETAUSTINTX78705NONEPUBLIC CHARITYPROVIDE AFFORDABLE TRANSITIONAL HOUSING FOR HOMELESS MOTHERS & CHILDREN$5,000
VOLUNTEER LEGAL SERVICES OF CENTRAL TEXAS
1033 LA POSADA DRIVE SUITE 374AUSTINTX78752NONEPUBLIC CHARITYENSURING THAT POVERTY IS NOT A BARRIER TO JUSTICE.$5,000
WELDER WILDLIFE FOUNDATION
10429 WELDER WILDLIFESINTONTX78387NONEPUBLIC CHARITYTO CONDUCT RESEARCH AND EDUCATION IN WILDLIFE MANAGEMENT AND CONSERVATION$3,000
WITTE MUSEUM
3801 BROADWAY STSAN ANTONIOTX78209NONEPUBLIC CHARITYDEDICATED TO TELLING THE STORIES OF TEXAS FROM PREHISTORIC TO PRESENT.$5,000
WOMEN RISING RADIO
1714 FRANKLIN ST 100-251OAKLANDCA94612NONEPUBLIC CHARITYGENERAL SUPPORT$4,000
WORKERS DEFENSE PROJECT
5604 MANOR RDAUSTINTX78723NONEPUBLIC CHARITYEMPOWER LOW-INCOME WORKERS TO ACHIEVE FAIR EMPLOYMENT THROUGH EDUCATION, DIRECT SERVICES, AND STRATEGIC PARTNERSHIPS.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$339,356TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$119,198ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$119,612ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$238,810ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$238,810TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNOT APPLICABLEDesc
Amt$0Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIRST EAGLE GLOBAL CLASS IFMV$1,941,303$3,486,916
CHEVRONFMV$41,906$237,980
VANGUARD SHORT TERM CORPORATE BONDFMV$31,907$362,655
VANGUARD TOTAL STOCK MARKET INDEXFMV$1,967,124$4,710,148

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$2,402$240$0
PROFESSIONAL FEES$2,975$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INVESTMENT INCOMECategoryTxt
Amt$1,325Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt