JUDYS CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JUDYS CHARITABLE FOUNDATION (EIN 74-6498006)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-09-06
- IRS object ID
- 201812499349100316
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-06T14:23:25-05:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742939657 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLIELLER KRUGER & SKELTON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 WEST SIXTH STREET SUITE 1200 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746498006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDY | BusinessNameControlTxt |
| Phone | 5124274492 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 WEST 6TH STREET | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDY TRABULSI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5124274492 | PhoneNum |
| Signature | 2018-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KOLYNN LISTI | PreparerPersonNm |
| PTIN | P00123539 | PTIN |
| Phone | 5124796000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.58.25.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-04 | IPDt |
| IP Tm | 12:56:13 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C81F4274A7AFC4A4E7F73E19C7E7A53FD6285CDC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0378A4098A3ADDA94549DB3F9D17CCDF57259E76 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,816 | 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 | $917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $917 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,599 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,457 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,374 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,374 | 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 |
| Accounting Fees Rev And Expnss | $7,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,099 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,099 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,974 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,168 | CashBOYAmt |
| Cash EOY | $7,336 | CashEOYAmt |
| Cash EOYFMV | $7,336 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $6,526 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $2,526 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $2,526 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $34,113 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,954 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,816 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $52,307 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,332 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,332 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,332 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $59,599 | GrossSalesPriceAmt |
| Cost Or Other Basis | $23,142 | CostOrOtherBasisAmt |
| Gain Or Loss | $36,457 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $36,457 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,457 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,885 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $93,244 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.481371 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,058 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $154,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.447206 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $58,611 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $198,366 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.295469 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $51,207 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $225,766 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.226814 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,366 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $262,962 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.183928 | DistributionYr5Rt |
| Total Distribution | 1.634788 | TotalDistributionRt |
| Average Distribution | 0.326958 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $50,250 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,430 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $335 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,765 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $61,974 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $335 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $335 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $335 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $516 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $516 | TotalPaymentsAndCreditsAmt |
| Overpayment | $181 | OverpaymentAmt |
| Applied To ES Tax | $181 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JUDY TRABULSI | IndividualWithBooksNm |
| Phone | 5124274492 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 W 6TH STREET | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH L TRABULSI | ||||||||
| 3205 STRATFORD HILLS LANE | AUSTIN | TX | 78746 | TRUSTEE, ADVISOR - VOTING | 0.00 | $0 | $0 | $0 |
| RICHARD J TRABULSI JR | ||||||||
| 3205 STRATFORD HILLS LANE | AUSTIN | TX | 78746 | ADVISOR - VOTING | 0.00 | $0 | $0 | $0 |
| KEVIN RICHARD O'NEILL | ||||||||
| 3205 STRATFORD HILLS LANE | AUSTIN | TX | 78746 | ADVISOR - NON-VOTING | 0.00 | $0 | $0 | $0 |
| JULIE ANN O'NEILL | ||||||||
| 3205 STRATFORD HILLS LANE | AUSTIN | TX | 78746 | ADVISOR - NON-VOTING | 0.00 | $0 | $0 | $0 |
| KIMBERLY LYNN STRAMA COHEN | ||||||||
| 3205 STRATFORD HILLS LANE | AUSTIN | TX | 78746 | ADVISOR - NON-VOTING | 0.00 | $0 | $0 | $0 |
| THOMAS MARK STRAMA | ||||||||
| 3205 STRATFORD HILLS LANE | AUSTIN | TX | 78746 | ADVISOR - NON-VOTING | 0.00 | $0 | $0 | $0 |
| RICHARD KEITH STRAMA | ||||||||
| 3205 STRATFORD HILLS LANE | AUSTIN | TX | 78746 | ADVISOR - NON-VOTING | 0.00 | $0 | $0 | $0 |
| BLAKE EVANS TRABULSI | ||||||||
| 3205 STRATFORD HILLS LANE | AUSTIN | TX | 78746 | ADVISOR - NON-VOTING | 0.00 | $0 | $0 | $0 |
| GENEVIEVE PAIGE TRABULSI | ||||||||
| 3205 STRATFORD HILLS LANE | AUSTIN | TX | 78746 | ADVISOR - NON-VOTING | 0.00 | $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 |
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 | $45,279 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,015 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,015 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $765 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $335 | TotalTaxAmt |
| Distributable Before Adj | $2,178 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,178 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,178 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,974 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $61,974 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $335 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $61,639 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,178 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,250 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,961 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,894 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,785 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,761 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $226,651 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,974 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,178 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,796 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $286,447 | 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 | $35,250 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $251,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,961 | ExcessFromYear4Amt |
| Excess From Year3 | $48,894 | ExcessFromYear3Amt |
| Excess From Year2 | $61,785 | ExcessFromYear2Amt |
| Excess From Year1 | $40,761 | ExcessFromYear1Amt |
| Excess From Current Year | $59,796 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUDITH L TRABULSI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CARITAS OF AUSTIN | |||||||
| 611 NECHES STREET | AUSTIN | TX | 78767 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $1,000 | |
| CENTER FOR PUBLIC POLICY PRIORITIES | |||||||
| 7020 EASY WIND DRIVE SUITE 200 | AUSTIN | TX | 73752 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $3,000 | |
| CENTRAL TEXAS FOOD BANK | |||||||
| 8201 S CONGRESS AVENUE | AUSTIN | TX | 78745 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $500 | |
| CLINTON FOUNDATION | |||||||
| 610 PRES1271 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $5,000 | 42ND FLOOR |
| INNOCENCE PROJECT | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $2,500 | |
| MAKE A WISH FOUNDATION | |||||||
| 2224 WASH TARLTON LN 200 | AUSTIN | TX | 78746 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $500 | |
| MEALS ON WHEELS AND MORE | |||||||
| 3227 EAST 5TH STREET | AUSTIN | TX | 78702 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $1,000 | |
| MOBILE LOAVES & FISHES | |||||||
| 903 SOUTH CAPITAL OF TEXAS HIGHWAY | AUSTIN | TX | 78746 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $8,000 | |
| ST AUSTIN CATHOLIC PARISH | |||||||
| 2026 GUADALUPE | AUSTIN | TX | 78705 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $14,433 | |
| ST PAUL 11 FOUNDATION | |||||||
| 7730 WESTVIEW | HOUSTON | TX | 77055 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $500 | |
| THE SALVATION ARMY | |||||||
| 10711 BURNET RD SUITE 231 | AUSTIN | TX | 78758 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $2,000 | |
| THE SETON FUND | |||||||
| 1201 WEST 38TH STREET | AUSTIN | TX | 78705 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $16,666 | |
| THE TEXAS TRIBUNE | |||||||
| 823 CONGRESS AVENUE SUITE 210 | AUSTIN | TX | 78701 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $1,000 | |
| THE VINCE YOUNG FOUNDATION | |||||||
| 10VINCEYOUNGCOM | HOUSTON | TX | 77055 | PUBLIC CHARITY | FUND FOR ORGANIZATION'S CHARITABLE PURPOSE | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,099 | 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 | $917 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,457 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,374 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,374 | 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 FEES | CategoryTxt |
| Amt | $7,750 | Amt |
| Net Investment Income | $3,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WALMART STORES INC. | $10,970 | $20,954 |
| POWERSHARES QQQ TR | $0 | $0 |
| SPDR DJIA TRUST (DIA) | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATIONAL COST | Desc |
| BOY Book Value | $2,500 | BOYBookValueAmt |
| EOY Book Value | $2,500 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |