MYER FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: MYER FAMILY CHARITABLE FOUNDATION (EIN 74-2765437)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-12
IRS object ID: 202513169349101241
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-12T09:43:08-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	992858118	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WEALTH WISE ADVISORS INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 28310	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78755	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	742765437	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MYER FAMILY CHARITABLE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MYER	BusinessNameControlTxt
Phone	5127075330	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	26701 FOUNDERS PLACE	AddressLine1Txt
City	SPICEWOOD	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78669	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT MYER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5127075330	PhoneNum
Signature	2025-11-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LORRIE JOBE	PreparerPersonNm
PTIN	P00504075	PTIN
Phone	5123163000	PhoneNum
Preparation	2025-11-05	PreparationDt

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	$101,494,528	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	$393,649	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$393,649	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$393,649	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$7,827,905	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$9,524,661	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$7,827,905	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$8,221,554	TotalRevAndExpnssAmt
Total Net Invst Incm	$8,221,554	TotalNetInvstIncmAmt
Total Adj Net Incm	$393,649	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$24,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$9,795	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$127,836	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$3,600	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$165,231	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$5,256,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$5,256,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,421,231	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$5,256,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,800,323	ExcessRevenueOverExpensesAmt
Net Investment Income	$8,221,554	NetInvestmentIncomeAmt
Adjusted Net Income	$393,649	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$25,815	CashBOYAmt
Cash EOY	$5,486	CashEOYAmt
Cash EOYFMV	$5,486	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,771,784	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$6,306,207	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$6,306,207	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$11,925,650	CorporateStockBOYAmt
Corporate Stock EOY	$10,366,879	CorporateStockEOYAmt
Corporate Stock EOYFMV	$95,182,835	CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$11,612	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$11,612	LandBldgEquipAccumDeprecAmt
Total Assets BOY	$13,723,249	TotalAssetsBOYAmt
Total Assets EOY	$16,678,572	TotalAssetsEOYAmt
Total Assets EOYFMV	$101,494,528	TotalAssetsEOYFMVAmt
Accounts Payable EOY	$155,000	AccountsPayableEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$155,000	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$21,333,917	CapitalStockBOYAmt
Capital Stock EOY	$21,333,917	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	-$7,610,668	RetainedEarningBOYAmt
Retained Earning EOY	-$4,810,345	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$13,723,249	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$16,523,572	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$13,723,249	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$16,678,572	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$13,723,249	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,800,323	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$16,523,572	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$16,523,572	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NVIDIA CORP	P	2019-05-31	2024-05-22	$9,014,703	$305,102	$8,709,601	$8,709,601
PULSE BIOSCIENCES INC	P	2017-09-07	2024-05-06	$22,859	$59,150	-$36,291	-$36,291
ULTA BEAUTY INC	P	2017-07-19	2024-05-06	$394,357	$256,005	$138,352	$138,352
VANECK RARE EARTH	P	2019-07-03	2024-11-11	$80,157	$76,474	$3,683	$3,683
INVO BIOSCIENSE INC	P	2020-11-13	2024-04-12	$12,585	$1,000,025	-$987,440	-$987,440

Field	Value	IRS element (for citing)
Capital Gain Net Income	$7,827,905	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$114,280	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$114,280	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$114,280	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$71,340	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$90,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$161,340	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$47,060	OverpaymentAmt
Applied To ES Tax	$47,060	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	WEALTH WISE ADVISORS INC	IndividualWithBooksNm
Phone	5123163000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	7800 MOPAC SUITE 115	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78759	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
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
ROBERT L MYER
26701 FOUNDERS PLACE	SPICEWOOD	TX	78669	PRESIDENT	0.00	$0	$0	$0
SHARON K MYER
26701 FOUNDERS PLACE	SPICEWOOD	TX	78669	SECRETARY/TREASURER	0.00	$0	$0	$0
SCOTT MYER
26701 FOUNDERS PLACE	SPICEWOOD	TX	78669	VICE PRESIDENT	0.00	$0	$0	$0
LINDSEY MYER PRAY
26701 FOUNDERS PLACE	SPICEWOOD	TX	78669	VICE PRESIDENT	20.00	$24,000	$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	IT IS ANTICIPATED THAT THE ORGANIZATION WILL ONLY MAKE GRANTS TO PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONS.	Description1Txt
Expenses1	$0	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	$78,918,088	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$7,152,071	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$86,070,159	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$86,070,159	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,291,052	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$84,779,107	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,238,955	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,238,955	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$114,280	TaxBasedOnInvestmentIncomeAmt
Total Tax	$114,280	TotalTaxAmt
Distributable Before Adj	$4,124,675	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$4,124,675	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$4,124,675	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$5,256,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$5,256,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$4,124,675	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$1,302,521	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,302,521	TotalExcessDistributionCyovAmt
Qualifying Distributions	$5,256,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$4,124,675	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,131,325	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,433,846	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	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,433,846	ExcessDistriCyovToNextYrAmt
Excess From Year1	$1,302,521	ExcessFromYear1Amt
Excess From Current Year	$1,131,325	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AGE OF CENTRAL TEXAS
3710 CEDAR STREET BOX 2	AUSTIN	TX	78705	501(C)(3)	CHARITABLE	$25,000
AMERICAN BIBLE SOCIETY
101 N INDEPENDENCE MALL E FL 8	PHILADELPHIA	PA	19106	501(C)(3)	CHARITABLE	$30,000
ANY BABY CAN
6207 SHERIDAN AVE	AUSTIN	TX	78723	501(C)(3)	CHARITABLE	$10,000
AUSTIN ANGELS
9901 BRODIE LANE STE 160	AUSTIN	TX	78748	501(C)(3)	CHARITABLE	$25,000
AUSTIN COMMUNITY FOUNDATION
4315 GUADALUPE STREET STE 300	AUSTIN	TX	78751	501(C)(3)	CHARITABLE	$1,000,000
AUSTIN DIAPER BANK
2210 DENTON DRIVE STE 103	AUSTIN	TX	78758	501(C)(3)	CHARITABLE	$10,000
AUSTIN RIDGE BIBLE CHURCH
9300 BEE CAVE ROAD	AUSTIN	TX	78669	501(C)(3)	CHARITABLE	$1,000,000
AUSTIN SMILES
9415 BURNET RD UNIT 207	AUSTIN	TX	78758	501(C)(3)	CHARITABLE	$100,000
AUTISM SPEAKS
50 F STREET NW STE 360	WASHINGTON	DC	20001	501(C)(3)	CHARITABLE	$5,000
BILLY GRAHAM EVANGELISTIC ASSOC
PO BOX 3000	BOONE	NC	28607	501(C)(3)	CHARITABLE	$25,000
BRAIN INJURY ASSOCIATION OF AMERICA
PO BOX 7416	MERRIFIELD	VA	22116	501(C)(3)	CHARITABLE	$50,000
BREAKTHROUGH CENTRAL TEXAS
1050 E 11TH ST	AUSTIN	TX	78702	501(C)(3)	CHARITABLE	$100,000
BRIDGE OF HOPE
PO BOX 304	EXTON	PA	19341	501(C)(3)	CHARITABLE	$50,000
BUCKNER INTERNATIONAL
700 N PEARL ST SUITE 1200	DALLAS	TX	75201	501(C)(3)	CHARITABLE	$50,000
CALVARY CHAPEL SOUTHEAST
13520 SOUTHEAST PHEASANT COURT	MILWAUKIE	OR	97222	501(C)(3)	CHARITABLE	$5,000
CARITAS OF AUSTIN
611 NECHES ST	AUSTIN	TX	78701	501(C)(3)	CHARITABLE	$150,000
CARROLLTON BAPTIST CHURCH
113 WASHINGTON ST	CARROLLTON	MS	38917	501(C)(3)	CHARITABLE	$1,000
CASA OF TRAVIS COUNTY
7600 CHEVY CHASE DR STE 200	AUSTIN	TX	78752	501(C)(3)	CHARITABLE	$25,000
CENTRAL TEXAS FOOD BANK
6500 METROPOLIS DR	AUSTIN	TX	78744	501(C)(3)	CHARITABLE	$100,000
CHRISTIAN HEALTH SERVICES
PO BOX 132	FRUITVALE	TX	75140	501(C)(3)	CHARITABLE	$50,000
COVENANT HOUSE
1111 LOVETT BLVD	HOUSTON	TX	77006	501(C)(3)	CHARITABLE	$10,000
COVENANT HOUSE
1111 LOVETT BLVD	HOUSTON	TX	77006	501(C)(3)	CHARITABLE	$10,000
DISABLED AMERICAN VETERANS
860 DOLWICK DRIVE	ERLANGER	KY	41018	501(C)(3)	CHARITABLE	$50,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOOR	NEW YORK	NY	10006	501(C)(3)	CHARITABLE	$60,000
DOWN SYNDROME ASSOC OF CENTRAL TEXAS
4006 N LAMAR BLVD	AUSTIN	TX	78756	501(C)(3)	CHARITABLE	$50,000
DRUG AWARENESS FOUNDATION
9701 WILSHIRE BLVD STE 1000	BEVERLY HILLS	CA	90212	501(C)(3)	CHARITABLE	$50,000
FEEDING AMERICA
161 N CLARK ST SUITE 700	CHICAGO	IL	60601	501(C)(3)	CHARITABLE	$10,000
FELLOWSHIP FOR CHRISTIAN ATHLETES
8701 LEEDS RD	KANSAS CITY	MO	64129	501(C)(3)	CHARITABLE	$5,000
FRIENDS OF CTWC
PO BOX 328	SPICEWOOD	TX	78669	501(C)(3)	CHARITABLE	$8,000
GIFT OF ADOPTION FUND
1200 SHERMER RD STE 111	NORTHBROOK	IL	60062	501(C)(3)	CHARITABLE	$50,000
HABITAT FOR HUMANITY
500 W BEN WHITE BLVD	AUSTIN	TX	78704	501(C)(3)	CHARITABLE	$20,000
HAND TO HAND
3826 N HIGHWAY 71	ALMA	AK	72941	501(C)(3)	CHARITABLE	$25,000
HEART GIFT
3310 W BRAKER LANE STE 300-704	AUSTIN	TX	78758	501(C)(3)	CHARITABLE	$525,000
HELPING HAND CRISIS MINISTRY OF SPICEWOOD
PO BOX 142	SPICEWOOD	TX	78669	501(C)(3)	CHARITABLE	$25,000
HELPING HAND FOR CHILDREN
3804 AVENUE B	AUSTIN	TX	78751	501(C)(3)	CHARITABLE	$50,000
HIGHLAND LAKES CANINE RESCUE
PO BOX 1275	MARBLE FALLS	TX	78654	501(C)(3)	CHARITABLE	$2,000
HOPE FOR TODAY RECOVERY
70333 S 4700 RD	WESTVILLE	OK	74965	501(C)(3)	CHARITABLE	$5,000
HOPE HOUSE
PO BOX 457	LIBERTY HILL	TX	78642	501(C)(3)	CHARITABLE	$10,000
HOUSE THE HOMELESS
PO BOX 2312	AUSTIN	TX	78768	501(C)(3)	CHARITABLE	$5,000
INDIAN SPRINGS FIRST BAPTIST CHURCH
3375 CAHABA VALLEY RD	INDIAN SPRINGS VILLAGE	AL	35124	501(C)(3)	CHARITABLE	$5,000
KIDS WISH NETWORK
301 BEAR RIDGE CIRCLE	PALM HARBOR	FL	34683	501(C)(3)	CHARITABLE	$10,000
LIFEWORKS
835 N PLEASANT VALLEY RD	AUSTIN	TX	78702	501(C)(3)	CHARITABLE	$25,000
MAKE A WISH AMERICA
1702 E HIGHLAND AVE STE 400	PHOENIX	AZ	85016	501(C)(3)	CHARITABLE	$100,000
MAKE A WISH CENTRAL & SOUTH TEXAS
2224 WALSH TARLTON LN UNIT 200	AUSTIN	TX	78746	501(C)(3)	CHARITABLE	$10,000
MEALS ON WHEELS CENTRAL TEXAS
3227 E 5TH ST	AUSTIN	TX	78702	501(C)(3)	CHARITABLE	$10,000
MIRACLE FOUNDATION
1506 W 6TH ST	AUSTIN	TX	78703	501(C)(3)	CHARITABLE	$50,000
MOBILE LOAVES & FISHES
9301 HOG EYE ROAD STE 950	AUSTIN	TX	78724	501(C)(3)	CHARITABLE	$100,000
MOTHERS AGAINST DRUNK DRIVING
3910 S I-35 FRONTAGE RD 225	AUSTIN	TX	78704	501(C)(3)	CHARITABLE	$10,000
MOTHERS' MILK BANK
5925 DILLARD CIR B	AUSTIN	TX	78752	501(C)(3)	CHARITABLE	$5,000
NAMI
4301 WILSON BLVD STE 300	ARLINGTON	VA	22203	501(C)(3)	CHARITABLE	$25,000
NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN
333 JOHN CARLYLE ST STE 125	ALEXANDRIA	VA	22314	501(C)(3)	CHARITABLE	$35,000
NATIONAL MS SOCIETY
900 S BROADWAY 2ND FL	DENVER	CO	80209	501(C)(3)	CHARITABLE	$5,000
NO KID HUNGRY
1030 15TH ST NW STE 1100W	WASHINGTON	DC	20005	501(C)(3)	CHARITABLE	$20,000
NURSING TRANSFORMING HEALTHCARE
10703 EAGLE RIDGE PLACE	LOUISVILLE	KY	40223	501(C)(3)	CHARITABLE	$25,000
PARKINSON'S FOUNDATION
200 SE 1ST ST STE 800	MIAMI	FL	33131	501(C)(3)	CHARITABLE	$10,000
PEDERNALES FIRE DEPARTMENT AUXILIARY
801 BEE CREEK RD	SPICEWOOD	TX	78669	501(C)(3)	CHARITABLE	$5,000
PHOENIX CENTER
PO BOX 732	MARBLE FALLS	TX	78654	501(C)(3)	CHARITABLE	$40,000
PRISON FELLOWSHIP
PO BOX 1550	MERRIFIELD	VA	22116	501(C)(3)	CHARITABLE	$5,000
RONALD MCDONALD HOUSE CHARITIES
1315 BARBARA JORDAN BLVD	AUSTIN	TX	78723	501(C)(3)	CHARITABLE	$50,000
SAMARITAN'S PURSE
PO BOX 3000	BOONE	NC	28607	501(C)(3)	CHARITABLE	$65,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST STE 400	FAIRFIELD	CT	06825	501(C)(3)	CHARITABLE	$50,000
SCOTTISH RITE FOR CHILDREN
2222 WELBORN STREET	DALLAS	TX	75219	501(C)(3)	CHARITABLE	$125,000
SHRINERS HOSPITAL FOR CHILDREN
2900 N ROCKY POINT DR	TAMPA	FL	33607	501(C)(3)	CHARITABLE	$100,000
SMILE TRAIN
9415 BURNET RD UNIT 207	AUSTIN	TX	78758	501(C)(3)	CHARITABLE	$10,000
SPINE HOPE
PO BOX 684261	AUSTIN	TX	78768	501(C)(3)	CHARITABLE	$25,000
ST JUDE RESEARCH HOSPITAL
501 DANNY THOMAS PLACE	MEMPHIS	TN	38105	501(C)(3)	CHARITABLE	$100,000
TEXAS HEALTHY AT HOME
550 MICHENER CT	SOUTHLAKE	TX	76092	501(C)(3)	CHARITABLE	$50,000
TEXAS ONE FUND
4407 BEE CAVES RD STE 212	AUSTIN	TX	78746	501(C)(3)	CHARITABLE	$25,000
THE COMFORT CREW
8127 MESA DR STE B206 117	AUSTIN	TX	78759	501(C)(3)	CHARITABLE	$25,000
THE JOSHUA FUND
PO BOX 96486	WASHINGTON	DC	20090	501(C)(3)	CHARITABLE	$25,000
THE SAFE ALLIANCE
PO BOX 19454	AUSTIN	TX	78760	501(C)(3)	CHARITABLE	$25,000
THE SETTLEMENT HOME FOR CHILDREN
1600 PAYTON GIN RD	AUSTIN	TX	78758	501(C)(3)	CHARITABLE	$25,000
TIM TEBOX FOUNDATION
2220 COUNTY RD 210 WEST STE 108	JACKSONVILLE	FL	32259	501(C)(3)	CHARITABLE	$100,000
TOYS FOR TOTS
18251 QUANTICO GATEWAY DRIVE	TRIANGLE	VA	22172	501(C)(3)	CHARITABLE	$5,000
TUNNEL TO TOWERS
2361 HYLAN BLVD	STATEN ISLAND	NY	10306	501(C)(3)	CHARITABLE	$50,000
UNIVERSITY OF TEXAS
PO BOX 7458	AUSTIN	TX	78713	501(C)(3)	CHARITABLE	$50,000
VARIETY OF CHILDREN'S CHARITY
5555 N LAMAR BLVD STE C102	AUSTIN	TX	78751	501(C)(3)	CHARITABLE	$25,000
WOUNDED WARRIOR PROJECT
12672 SILICON DR SUITE 105	SAN ANTONIO	TX	78249	501(C)(3)	CHARITABLE	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$5,256,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$393,649	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$7,827,905	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$7,827,905	ExclusionAmt
Related Or Exempt Function Incm	$393,649	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$8,221,554	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
3	INVESTMENTS TO EARN FUNDS FOR CHARITABLE PURPOSES
4	INVESTMENTS TO EARN FUNDS FOR CHARITABLE PURPOSES

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	LEGAL AND ACCOUNTING	CategoryTxt
Amt	$9,795	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	E*TRADE INVESTMENTS	StockNm
EOY Book Value	$10,366,879	EOYBookValueAmt
EOYFMV	$95,182,835	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	ADMINISTRATIVE EXPENSE	Desc
Revenue And Expenses Per Books	$3,600	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$1,836	$0	$0	$0
2023 EXTENSION	$55,000	$0	$0	$0
2024 ESTIMATES	$71,000	$0	$0	$0