GALLOGLY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GALLOGLY FAMILY FOUNDATION (EIN 27-4133050)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202523159349101762
- Schema version
- 2024v5.2
- 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
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T10:51:48-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 N COLLEGE AVENUESUITE 1125 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274133050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gallogly Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMES GALLOGLY | InCareOfNm |
| Business Name Control | GALL | BusinessNameControlTxt |
| Phone | 2817345279 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 North Capital of Texas Highway | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Gallogly | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 5163360100 | PhoneNum |
| Signature | 2025-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Rhoderick | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817445 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,508,168 | 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 | $790,446 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $790,446 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $600,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $600,157 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $563,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,763,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $563,511 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,935 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,824 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,982,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,957,938 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $162,263 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $162,263 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,057 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,057 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,916 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,916 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $170,236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $170,236 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,347,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,347,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,517,736 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $170,236 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,347,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$535,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,787,702 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $248,006 | CashBOYAmt |
| Cash EOY | $336,364 | CashEOYAmt |
| Cash EOYFMV | $336,364 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,669,999 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,744,516 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,743,883 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,670,574 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,464,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,334,527 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,696,705 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,345,159 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,042,670 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $50,724 | OtherAssetsBOYAmt |
| Other Assets EOY | $50,724 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $50,724 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,336,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,941,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,508,168 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $41,336,008 | CapitalStockBOYAmt |
| Capital Stock EOY | $40,941,206 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,336,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,941,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,336,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,941,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,336,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$535,687 | ExcessRevenueOverExpensesAmt |
| Other Increases | $140,885 | OtherIncreasesAmt |
| Subtotal | $40,941,206 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,941,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MS 1725 | P | $967,000 | $958,981 | $8,019 | $8,019 |
| GS S/T 3475 | P | $163,609 | $121,355 | $42,254 | $42,254 |
| GS L/T 3475 | P | $941,701 | $364,653 | $577,048 | $577,048 |
| GS 8085 (LT) | P | $2,360,654 | $2,367,664 | -$7,010 | -$7,010 |
| GS 8085 (ST) | P | $297,000 | $283,044 | $13,956 | $13,956 |
| GS 5281 (ST) | P | $249,178 | $274,789 | -$25,611 | -$25,611 |
| GS 5281 (L/T) | P | $197,120 | $229,544 | -$31,935 | -$32,424 |
| GS 7510 (S/T) | P | $121,948 | $136,154 | -$14,206 | -$14,206 |
| GS 7510 (L/T) | P | $137,409 | $137,964 | $996 | -$555 |
| GS 7004 (S/T) | $6,328,268 | $6,328,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $563,511 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,849 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,849 | SubtotalAmt |
| Tax Based On Investment Income | $24,849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,669 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $84,669 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $59,820 | OverpaymentAmt |
| Applied To ES Tax | $59,820 | 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 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES GALLOGLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2817345279 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 NORTH CAPITAL OF TEXAS HIGHWAY | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES L GALLOGLY | ||||||||
| 4401 North Capital of Texas Highway | Austin | TX | 78746 | PRESIDENT/TREASURER | 1.0 | $0 | $0 | $0 |
| JANET M GALLOGLY | ||||||||
| 4401 North Capital of Texas Highway | Austin | TX | 78746 | SENIOR VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| KELLY M GRAY | ||||||||
| 3001 OAKHAVEN DRIVE | AUSTIN | TX | 78704 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| KASEY A DELUKE | ||||||||
| 4710 LOWER RIVER ROAD | LEWISTON | NY | 14092 | VICE PRESIDENT/SECRETARY | 1.0 | $0 | $0 | $0 |
| KIMBERLY M WILKE | ||||||||
| 4405 SWIFT PATH | AUSTIN | TX | 78741 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | 0 | ServiceTypeTxt |
| Compensation | $133,453 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,406,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,222,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,724 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,679,368 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,679,368 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $685,191 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,994,177 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,249,709 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,249,709 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,849 | TotalTaxAmt |
| Distributable Before Adj | $2,224,860 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $24,112 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,248,972 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,248,972 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,347,500 | 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 | $2,347,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,248,972 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,087,121 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,347,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,087,121 | AppliedToYear1Amt |
| Applied To Current Year | $1,260,379 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $988,593 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES L GALLOGLY | ContributingManagerNm |
| Contributing Manager | JANET M GALLOGLY | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| The Arbor School | ||||||||
| 1635 Blalock Rd | Houston | TX | 77080 | NONE | PC | To educate children with special needs to reach their fullest potential. | $15,000 | |
| Austin Pets Alive | ||||||||
| PO Box 6247 | Austin | TX | 78762 | NONE | PC | To promote and provide the resources, education, and programs needed to eliminate the killing of companion animals in Central Texas. | $20,000 | |
| Pikes Peak Hospice Foundation | ||||||||
| 2550 Tenderfoot Hill Street | Colorado Springs | CO | 80906 | NONE | PC | To generate and distribute funds in support of Pikes Peak Hospice and Palliative Care, Inc. | $5,000 | |
| ACLU Foundation of Texas | ||||||||
| PO Box 8306 | Huston | TX | 77288 | PC | To protect and defend individual freedoms guaranteed in the bill of rights. | $27,500 | ||
| Kids in Need of Defense (KIND) | ||||||||
| 1201 L St NW Floor 2 | Washington | DC | 20002 | PC | To ensure children's rights and well-being are protected as they migrate alone in search of safety | $27,500 | c/o Finance Department | |
| Legal Assistance of Western New York Inc | ||||||||
| 16 East Main Street | Rochester | NY | 14614 | PC | To provide legal services to low income individuals in fourteen counties in Western New York | $27,500 | Suite 380 | |
| The University of Texas MD Anderson Cancer Center | ||||||||
| PO Box 0705 | Houston | TX | 77230 | NONE | PC | To eliminate cancer in Texas, the nation & the world through research & preventative care. | $500,000 | |
| Community Economic Defense Project | ||||||||
| 1600 N Downing St | Denver | CO | 80218 | NONE | PC | To help the organization confront economic abuse and invest in community wealth. To aid in building economic and racial equality. | $27,500 | Suite 600 |
| Legal Aid of The District of Columbia | ||||||||
| 1331 H Street | Washington | DC | 20005 | NONE | PC | To support the lawyers of Legal Aid DC in providing legal services to clients along four practice areas. | $55,000 | NW Suite 30 |
| National Immigrant Justice Center | ||||||||
| 111 W Jackson Blvd | Chicago | IL | 60604 | NONE | PC | To provide legal services to low income immigrant, refugees, and asylum seekers through policy reform, impact litigation, public educations, etc. | $58,500 | Suite 800 |
| Humane Society of the Pikes Peak Region | ||||||||
| 610 Abbot Lane | Colorado Springs | CO | 80905 | NONE | PC | To giving every animal that comes through our doors the care and respect the deserves, and the best possible outcome. | $1,000 | |
| St Michael Roman Catholic Parish | ||||||||
| 678 School Street | Craig | CO | 81625 | NONE | PC | To create a community of faith and educate those on catholiscm. | $15,000 | |
| Texas Civil Rights Project | ||||||||
| PO Box 17757 | Austin | TX | 78760 | NONE | PC | To protect those in Texas that have been historically targeted. | $27,500 | |
| Neighborhood Legal Services Program | ||||||||
| 64 New York Avenue | Washington | DC | 20002 | NONE | PC | To provide free legal services to those in need. | $27,500 | |
| United Way of North Carolina | ||||||||
| 1130 Kildaire Farm Rd | Cary | NC | 27511 | NONE | PC | To help individuals, families and communities in NC thrive. | $10,000 | Suite 100 |
| Alaska Sea Life Center | ||||||||
| 301 Railway Avenue | Seward | AK | 99664 | NONE | PC | The only public aquarium in Alaska that also provides marine research, education and wildlife response. | $2,000 | PO Box 1329 |
| Rochester Area Community Foundation | ||||||||
| 500 East Avenue | Rochester | NY | 14607 | NONE | PC | To improve quality of life for those in the region. | $1,000 | |
| The Nature Conservancy | ||||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | NONE | PC | TO SUPPORT THE MOST EFFECTIVE SOLUTIONS TO TACKLE CLIMATE EMERGENCY, PROTECT VITAL LANDS & WATERS & SAFEGUEARD THREATENED SPECIES. | $1,500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,347,500 | 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 | $790,446 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $600,157 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $563,511 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| LITIGATION SETTLEMENTS | 01 | $3,824 |
| RETURN OF GRANTS PAID | 01 | $24,111 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,982,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,982,049 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | GOLDMAN SACHS | ContractorPersonNm |
| Explanation | INVESTMENT ADVISORY FEES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS 808-5 | $17,412,949 | $17,088,452 |
| MS 1725 | $932,210 | $954,218 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS 1727 | $2,514,892 | $4,675,886 |
| GS 3475 (EAGLE DYNAMIC) | $2,516,254 | $3,779,403 |
| GS 5281 | $1,948,750 | $2,769,861 |
| GS 7510 | $1,142,845 | $1,310,856 |
| GS 7551 | $8,341,702 | $9,798,521 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THINK INVESTMENTS OFFSHORE FUN | Desc |
| BOY Book Value | $50,724 | BOYBookValueAmt |
| EOY Book Value | $50,724 | EOYBookValueAmt |
| EOYFMV | $50,724 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $1,916 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,916 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LITIGATION SETTLEMENTS | $3,824 | $3,824 |
| RETURN OF GRANT-ROOT & REBOUND | $18,615 | |
| RETURN OF GRANT-COMMUNITY ECONOMIC | ||
| DEFENSE PROJECT | $5,496 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $140,885 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MS 1725 ADVISORY FEE | $3,280 | $3,280 |
| GS 8085 ADVISORY FEE | $51,214 | $51,214 |
| GS 3475 ADVISORY FEE | $43,313 | $43,313 |
| GS 7510 ADVISORY FEE | $9,973 | $9,973 |
| GS 7004 ADVISORY FEE | $11,860 | $11,860 |
| GS 5281 ADVISORY FEE | $17,093 | $17,093 |
| MS 727 ADVISORY FEE | $25,530 | $25,530 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID MS 727 | $1,637 | $1,637 |
| FOREIGN TAX PAID GS 3475 | $1,159 | $1,159 |
| FOREIGN TAX PAID GS 7510 | $3,063 | $3,063 |
| FOREIGN TAX PAID GS 5281 | $198 | $198 |