2015-11-14T15:14:57-06:00 2014-12-31 472401640 DURBIN BENNETT TAX ADVISORS 100 CONGRESS AVENUE SUITE 1600 AUSTIN TX 78701 990PF 2014-01-01 200399480 THE SOOCH FOUNDATION SOOC 5124725755 600 WEST 7TH STREET AUSTIN TX 78701 MARY ELLEN PIETRUSZYNSKI EXECUTIVE DIRECTOR 5124725755 2015-11-14 1 STEPHANIE S TODD P00175982 5124394800 2014 2016-03-07 17:11:31Z X 14922058 X X 241963 241963 451464 2007798 451464 693427 693427 60000 0 60000 67266 0 67266 4724 0 4724 5730 2865 2865 33862 33862 0 14530 4794 9736 1416 0 3252 0 3252 100 0 100 5397 0 5397 196277 41521 153340 582500 582500 778777 41521 735840 -85350 651906 436420 529065 529065 9678968 5174346 5174346 722197 2045829 2045829 4006641 7171536 7171536 15670 14388 0 1282 1282 14844226 14922058 14922058 0 0 X 0 0 0 0 14844226 14922058 14844226 14922058 14844226 14922058 14844226 -85350 163182 14922058 0 14922058 SCHWAB FUNDING #7015-SEE ATTACHMENT A P 2014-12-31 2014-12-31 39452 24484 14968 14968 SCHWAB FUNDING #7015-SEE ATTACHMENT A P 2014-12-31 2014-12-31 1544434 1350619 193815 193815 18.1254 SHS CANDLEWOOD STRUCTURED CREDIT P 2012-05-25 2014-12-12 250000 181231 68769 68769 CAPITAL GAINS DIVIDENDS P 173912 173912 173912 451464 0 714541 14242139 0.050171 812449 13536753 0.060018 961397 14284204 0.067305 920189 13973443 0.065853 712415 9143318 0.077916 0.321263 0.064253 14805115 951273 6519 957792 735840 13038 0 13038 0 13038 6148 14000 20148 7110 7110 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 WWW.SOOCHFOUNDATION.ORG MARY ELLEN PIETRUSZYNSKI 5124725755 600 WEST 7TH STREET AUSTIN TX 78701 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NAVDEEP S SOOCH 600 W 7TH STREET AUSTIN TX 78701 PRESIDENT & TREASURER 5.00 0 0 0 DAVID R WELLAND 600 W 7TH STREET AUSTIN TX 78701 VICE PRESIDENT 1.00 0 0 0 ISABEL WELLAND 600 W 7TH STREET AUSTIN TX 78701 SECRETARY & TRUSTEE 1.00 0 0 0 JOHN MCGOVERN 600 W 7TH STREET AUSTIN TX 78701 TRUSTEE 1.00 0 0 0 CAROLINE A NEWMAN 600 WEST 7TH STREET AUSTIN TX 78701 ASSOCIATE DIRECTOR 40.00 67266 4724 0 MARY ELLEN PIETRUSZYNSKI 600 WEST 7TH STREET AUSTIN TX 78701 EXECUTIVE DIRECTOR 20.00 60000 0 1200 0 NONE 0 SOOCH FOUNDATION EMPLOYEE, CAROLINE NEWMAN, WAS THE GIVING PROFILE CHAIR FOR CENTRAL TEXAS EDUCATION FUNDERS (CTEF). THIS IS A COLLABORATIVE OF APPROXIMATELY 60 FUNDERS AND APPROXIMATELY 100 PEOPLE REPRESENTING FUNDERS WHO SUPPORT EDUCATION IN THE LOCAL AREA. CAROLINE SPENDS APPROXIMATELY THREE PERCENT OF HER TIME GATHERING AND ANALYZING DATA AND CREATING THE GIVING PROFILE FOR THE BENEFIT OF THIS GROUP. 2314 0 14818821 211753 0 15030574 0 0 15030574 225459 14805115 740256 740256 13038 13038 727218 0 727218 0 727218 735840 0 735840 0 735840 727218 0 0 352989 229755 258642 137774 6013 985173 735840 0 0 0 727218 8622 0 0 993795 0 0 0 0 0 0 352989 640806 229755 258642 137774 6013 8622 NAVDEEP S SOOCH DAVID R WELLAND ISABEL WELLAND X YOUTH AND FAMILY ALLIANCE (AKA LIFEWORKS) 1221 WEST BEN WHITE BLVD STE 108-A AUSTIN TX 78704 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 125000 WORKFORCE SOLUTIONS 6505 AIRPORT BLVD SUITE 101 AUSTIN TX 78752 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 100000 KIPP AUSTIN PUBLIC SCHOOLS INC 135 MAIN STREET SUITE 1700 SAN FRANCISCO CA 94105 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 50000 ECONOMIC GROWTH BUSINESS INCUBATOR 1144 AIRPORT BLVD SUITE 260 AUSTIN TX 78702 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 50000 AUSTIN PARTNERS IN EDUCATION 8000 CENTRE PARK DR STE 220 AUSTIN TX 78754 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 50000 AISD CHARITABLE FUND INC 1111 WEST 6TH ST AUSTIN TX 78703 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 45000 ASSISTANCE LEAGUE OF AUSTIN TEXAS INC 4901 BURNET RD AUSTIN TX 78756 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 40000 AUSTIN AREA URBAN LEAGUE 8011A CAMERON RD AUSTIN TX 78754 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 35000 ST EDWARDS UNIVERSITY 3001 SOUTH CONGRESS AVENUE AUSTIN TX 78704 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 22000 LITERACY COALITION OF CENTRAL TEXAS 300 WEST 6TH STREET AUSTIN TX 78701 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 20000 AUSTIN CAN ACADEMY 2406 ROSEWOOD AVE AUSTIN TX 78702 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 16417 AUSTIN COMMUNITY COLLEGE 5930 MIDDLE FISKVILLE ROAD AUSTIN TX 78752 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 13583 SSP LEARNING CENTER PO BOX 41213 AUSTIN TX 78704 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 10500 FRONT STEPS INC PO BOX 684519 AUSTIN TX 78768 N/A PC TO SUPPORT ORGANIZATION'S PURPOSE 5000 582500 0 14 241963 18 451464 0 693427 0 693427 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5730 2865 2865 APPLE LAPTOPS 2014-11-13 2698 200DB 5.000000000000 1416 0 FIXED INCOME FUNDS 2045829 2045829 EQUITY FUNDS 5174346 5174346 REAL ESTATE FUNDS FMV 1811304 1811304 LONG/SHORT FUNDS FMV 1260077 1260077 IRONWOOD INTERNATIONAL LTD FMV 1727921 1727921 CAIS MILLENNIUM INT'L LTD FMV 609673 609673 GRAHAM GLOBAL INVESTMENT FUND FMV 643773 643773 CANDLEWOOD INVESTMENT GROUP LP FMV 786717 786717 CAIS THIRD POINT PARTNERS FMV 332071 332071 ORGANIZATION COSTS 12972 12972 0 0 APPLE LAPTOPS 2698 1416 1282 1282 INTERNET/WEBSITE HOSTING 89 0 89 TELEPHONE 2503 0 2503 BANK SERVICE CHARGES 95 0 95 PAYROLL SERVICE FEES 2043 0 2043 DUES AND SUBSCRIPTIONS 89 0 89 OFFICE SUPPLIES 399 0 399 MISCELLANEOUS 150 0 150 POSTAGE AND DELIVERY 29 0 29 UNREALIZED GAIN 163182 INVESTMENT MGMT FEES 33862 33862 0 FOREIGN TAX 4794 4794 0 PAYROLL TAX 9736 0 9736