FOUNDATION FOR EXPANDING HORIZONS: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR EXPANDING HORIZONS (EIN 74-2268074)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-10
- IRS object ID
- 201842229349100514
- 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 Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-10T14:29:27-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260446053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W HAMILTON & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8303 N MOPAC EXPY SUITE A-120 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78759 | 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 | 742268074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR EXPANDING HORIZONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 5123270667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1624 WESTLAKE DRIVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRETCHEN LARA SHARTLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5123270667 | PhoneNum |
| Signature | 2018-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM D HAMILTON CPA | PreparerPersonNm |
| PTIN | P00749596 | PTIN |
| Phone | 5126717711 | 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 | $520,396 | 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 | $11,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,697 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,173 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,870 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,870 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,582 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,291 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,291 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,604 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,604 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $310 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $310 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,929 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,929 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,785 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,785 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,990 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,220 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,604 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,604 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,814 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,990 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,824 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,880 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,265 | CashBOYAmt |
| Cash EOY | $23,458 | CashEOYAmt |
| Cash EOYFMV | $23,458 | CashEOYFMVAmt |
| Corporate Stock BOY | $355,095 | CorporateStockBOYAmt |
| Corporate Stock EOY | $338,232 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $496,938 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,297 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,297 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $362,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $361,690 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $520,396 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,230 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $504 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,230 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $504 | 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 | $360,130 | RetainedEarningBOYAmt |
| Retained Earning EOY | $361,186 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $360,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $361,186 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $362,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $361,690 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $360,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,056 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $361,186 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $361,186 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MODEL | P | $2,044 | $1,589 | $455 | $455 |
| MODEL | P | $24,152 | $14,658 | $9,494 | $9,494 |
| MODEL | P | $840 | $616 | $224 | $224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,173 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,173 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $451,202 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052859 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,875 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $462,813 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040783 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,628 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $478,027 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045244 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,515 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $435,454 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054001 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,546 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $379,561 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.019881 | DistributionYr5Rt |
| Total Distribution | 0.212768 | TotalDistributionRt |
| Average Distribution | 0.042554 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $478,776 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,374 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $149 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,523 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,824 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $298 | TaxDueAmt |
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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | EXPANDINGHORIZONSFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | GRETCHEN LARA SHARTLE | IndividualWithBooksNm |
| Phone | 5123270667 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1624 WESTLAKE DRIVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| GRETCHEN LARA SHARTLE | ||||||||
| 1624 WESTLAKE DRIVE | AUSTIN | TX | 78746 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| KYRIA SABIN WAUGAMAN | ||||||||
| 1624 WESTLAKE DRIVE | AUSTIN | TX | 78746 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GRETA SABIN WEISSER | ||||||||
| 1624 WESTLAKE DRIVE | AUSTIN | TX | 78746 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STANDISH MEACHAM | ||||||||
| 1624 WESTLAKE DRIVE | AUSTIN | TX | 78746 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DONNA HOWARD | ||||||||
| 1624 WESTLAKE DRIVE | AUSTIN | TX | 78746 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOLYNN FREE | ||||||||
| 1624 WESTLAKE DRIVE | AUSTIN | TX | 78746 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JANE WALTON | ||||||||
| 1624 WESTLAKE DRIVE | AUSTIN | TX | 78746 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHY TYLER | ||||||||
| 1624 WESTLAKE DRIVE | AUSTIN | TX | 78746 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DON CROWELL | ||||||||
| 1624 WESTLAKE DRIVE | AUSTIN | TX | 78746 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONFERENCE AND RETREAT. | Description1Txt |
| Expenses1 | $6,929 | Expenses1Amt |
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 | $470,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,456 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $486,067 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $486,067 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $478,776 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $298 | TotalTaxAmt |
| Distributable Before Adj | $23,641 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,641 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,641 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,824 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,824 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,824 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,641 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,809 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $1,402 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,211 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,824 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,211 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,211 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,606 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRETCHEN LARA SHARTLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1624 WESTLAKE DRIVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5123270667 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN STATEMENT OF PURPOSE, AMOUNT REQUESTED, PLANS FOR USE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ONGOING THROUGHOUT THE YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERAL PURPOSE IN THE CENTRAL TEXAS AREA. | RestrictionsOnAwardsTxt |
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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AUSTIN COMMUNITY FOUNDATION | ||||||||
| 4315 GUADALUPE SUITE 300 | AUSTIN | TX | 78751 | GRANTEE | 501(C) (3) | FOSTER ECOSYSTEM OF PHILANTHROPY TO CREATE MEANINGFUL CHANGE | $100 | |
| TEXAS LOW INCOME HOUSING | ||||||||
| 1800 WEST SIXTH STREET | AUSTIN | TX | 78703 | GRANTEE | 501(C) (3) | TEXAS LOW INCOME HOUSING | $904 | |
| PHILANTHROPY SOUTHWEST | ||||||||
| 8350 N CENTRAL EXPRESSWAY SUITE | DALLAS | TX | 75206 | GRANTEE | 501(C) (3) | FOSTER ECOSYSTEM OF PHILANTHROPY TO CREATE MEANINGFUL CHANGE | $450 | M-1012 |
| AMERICAN GATEWAYS | ||||||||
| 314 E HIGHLAND MALL BLVD STE 501 | AUSTIN | TX | 78752 | GRANTEE | 501(C) (3) | TO ASSIST IN HIRING A GRANT WRITER | $3,000 | |
| EAST AUSTIN CONSERVANCYEASTSIDE GUARDIANS | ||||||||
| PO BOX 6462 | AUSTIN | TX | 78762 | GRANTEE | 501(C) (3) | TO PROVIDE TAX RELIEF TO A SPONSORED FAMILY | $150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,604 | 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 | $11,697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,173 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,870 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,870 | 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 | TAX & ACCOUNTING FEES | CategoryTxt |
| Amt | $2,604 | Amt |
| Net Investment Income | $2,604 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERNATIONAL EQUITIES | $42,257 | $54,132 |
| US EQUITIES | $77,642 | $162,779 |
| POOLED FUNDS BALANCED FUND | $218,333 | $280,027 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANKING FEES | $592 | $592 | $0 | $0 |
| OFFICE SUPPLIES | $629 | $629 | $0 | $0 |
| POSTAGE | $113 | $113 | $0 | $0 |
| CONTRACT LABOR | $231 | $231 | $0 | $0 |
| QUICKBOOKS FEE | $43 | $43 | $0 | $0 |
| WEBSITE FEE | $177 | $177 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRETCHEN SHARTLE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1624 WESTLAKE DRIVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $310 | Amt |
| Net Investment Income | $310 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |