DONALD D HAMMILL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DONALD D HAMMILL FOUNDATION (EIN 74-2499947)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349100864
- Schema version
- 2012v2.1
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T11:12:39-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742920819 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATCHLEY & ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6850 AUSTIN CENTER BLVD STE 180 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 787313129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742499947 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD D HAMMILL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DONA | NameControl |
| Phone | 5124513521 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8700 SHOAL CREEK BLVD | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 787576816 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR DONALD HAMMILL | Name |
| Title | PRESIDENT | Title |
| Phone | 5124513246 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN E ATCHLEY | Name |
| PTIN | P00238005 | PTIN |
| Phone | 5123462086 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 12697226 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 262696 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 262696 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 171881 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 744491 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 171881 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 702910 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 711297 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1137487 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1145874 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 24000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 9600 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 14400 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5091 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3055 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2036 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 69671 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 69671 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 28284 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4468 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 1101 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1044 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 74 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 74 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 43127 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 40938 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1089 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 171291 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 127732 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 18700 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 410350 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 410350 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 581641 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 127732 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 429050 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 555846 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1018142 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 213239 | CashBOY |
| Cash EOY | 487998 | CashEOY |
| Cash EOYFMV | 487998 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 345580 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 357296 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 357296 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 12440 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 22720 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 22720 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 50000 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 8548173 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8896943 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 9885046 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 531927 | InvestmentsOtherBOY |
| Investments Other EOY | 534227 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 503149 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 47680 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 29257 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 19467 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 18423 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 18423 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 450322 | OtherAssetsBOY |
| Other Assets EOY | 409384 | OtherAssetsEOY |
| Other Assets EOYFMV | 1422594 | OtherAssetsEOYFMV |
| Total Assets BOY | 10171148 | TotalAssetsBOY |
| Total Assets EOY | 10726991 | TotalAssetsEOY |
| Total Assets EOYFMV | 12697226 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 308 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 305 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 308 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 305 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 10170840 | RetainedEarningsBOY |
| Retained Earnings EOY | 10726686 | RetainedEarningsEOY |
| Total Net Assets BOY | 10170840 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10726686 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10171148 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10726991 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10170840 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 555846 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 10726686 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 10726686 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| ENRON CORP SETTLEMENT | P | 2000-01-01 | 2012-07-20 | 1637 | 1637 | 1637 | |
| 1625.561 BLACKROCK US OPPORTUNITIES | P | 2011-12-13 | 2012-09-18 | 56748 | 6079 | 6079 | 50669 |
| 13471.634 BLACKROCK US OPPORTUNITIES | P | 2008-09-04 | 2012-09-18 | 470295 | 59111 | 59111 | 411184 |
| 7101.381 LORD ABBETT FLOATING RATE | P | 2010-03-01 | 2012-04-23 | 65628 | -88 | -88 | 65716 |
| CAMPBELL STRATEGIC ALLOCATION FUND | P | 4959 | 4959 | ||||
| INVESCO VAN KAMPEN ADVANTAGE | P | 1999-04-27 | 2012-01-31 | 25000 | 0 | 0 | 25000 |
| INVESCO VAN KAMPEN ADVANTAGE | P | 1999-04-27 | 2012-06-04 | 25000 | 0 | 0 | 25000 |
| CAPITAL GAINS DIVIDENDS | P | 100183 | 100183 | 100183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 171881 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 307420 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10229789 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.030051 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 315572 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8908814 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.035422 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 285119 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7476245 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.038137 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 209053 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6118853 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.034165 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 203480 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5123386 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039716 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.177491 | TotalDistributionRatio |
| Average Distribution Ratio | 0.035498 | AverageDistributionRatio |
| Net Noncharitable Assets | 11779865 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 418162 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10181 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 428343 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 429050 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 10181 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 10181 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 10181 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 22720 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 22720 | TotalCreditsAndPayments |
| Overpayment | 12539 | Overpayment |
| Amount Credited To Next Year | 12539 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | HAMMILLFOUNDATION.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5124513521 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8700 SHOAL CREEK BLVD | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 787576816 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DONALD D HAMMILL | ||||||||
| 8700 SHOAL CREEK BLVD | AUSTIN | TX | 78757 | PRESIDENT THRU 2/28/12 | 5.00 | 0 | 0 | 0 |
| NILS PEARSON | ||||||||
| 8700 SHOAL CREEK BLVD | AUSTIN | TX | 78757 | SECRETARY/DIRECTOR | 2.00 | 0 | 0 | 0 |
| PHYLLIS NEWCOMER | ||||||||
| 8700 SHOAL CREEK BLVD | AUSTIN | TX | 78757 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| JIM PATTON | ||||||||
| 8700 SHOAL CREEK BLVD | AUSTIN | TX | 78757 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| CINDY THIGPEN | ||||||||
| 8700 SHOAL CREEK BLVD | AUSTIN | TX | 78757 | TREASURER | 5.00 | 0 | 0 | 0 |
| JUDITH VORESS | ||||||||
| 8700 SHOAL CREEK BLVD | AUSTIN | TX | 78757 | PRESIDENT/DIRECTOR | 10.00 | 24000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9927982 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 568535 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1462737 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11959254 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 11959254 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 179389 | CashDeemedCharitable |
| Net Noncharitable Assets | 11779865 | NetNoncharitableAssets |
| Minimum Investment Return | 588993 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 588993 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10181 | TaxBasedOnInvestmentIncome |
| Total Tax | 10181 | TotalTax |
| Distributable Amount Before Adj | 578812 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 578812 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 578812 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 429050 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 429050 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 10181 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 418869 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 578812 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 425507 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 429050 | QualifyingDistributions |
| Applied To Year1 | 425507 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3543 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 575269 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD D HAMMILL | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JUDY VORESS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8700 SHOAL CREEK BLVD | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78757 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5124513246 | RecipientPhoneNumber |
| Form And Info And Materials | A COVER LETTER WITH THE NAME(S) OF A CONTACT PERSON SHOULD ACCOMPANY THE PROPOSAL. YOUR PROPOSAL SHOULD BE CONCISE AND INCLUDE THE FOLLOWING. 1. A BRIEF STATEMENT OF YOUR ORGANIZATION'S HISTORY AND MISSION. 2. DESCRIBE THE INDIVIDUALS SERVED BY YOUR ORGANIZATION. 3. DESCRIBE WHAT YOUR CLIENTS VALUE ABOUT YOUR PROGRAM. HOW DO THEY BENEFIT? 4. DESCRIBE THE PROJECT FOR WHICH YOU ARE REQUESTING FIMDS. INCLUDE NEEDS ADDRESSED, EFFECT IN THE COMMUNITY, ANTICIPATED OUTCOMES, AND THE AMOUNT OF YOUR REQUEST. 5. DESCRIBE HOW YOU EVALUATE THE RESULTS OF YOUR SERVICES. 6. IDENTIFY HOW FUNDING FROM THE HAMMILL FOUNDATION WOULD FIT INTO YOUR OVERALL BUDGET (E.G. SUPPLEMENT EXISTING FUNDS, BEGIN A NEW PROGRAM, PART OF FUNDING BEING REQUESTED FROM OTHER ORGANIZATIONS, ETC.)? 7. INCLUDE YOUR SUMMARIZED GENERAL OPERATING BUDGET. 8. PROVIDE A COPY OF IRS LETTER DESIGNATING YOUR 501(C)(3) NON-PROFIT STATUS. 9. INCLUDE A LIST OF YOUR BOARD OF DIRECTORS AND PROGRAM OFFICERS. | FormAndInfoAndMaterials |
| Submission Deadlines | MARCH 15 | SubmissionDeadlines |
| Restrictions On Awards | GENERALLY, THE FOUNDATION DOES NOT SUPPORT: -ORGANIZATIONS THAT DO NOT HAVE A CURRENT 501(C)(3) DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE -GRANTS TO INDIVIDUALS -PROGRAMS OUTSIDE THE AUSTIN, TEXAS, METROPOLITAN AREA -RELIGIOUS ORGANIZATIONS FOR RELIGIOUS PURPOSES -CANDIDATES FOR POLITICAL OFFICE -ENDOWMENTS -DEBT REDUCTION -ORGANIZATIONS THAT DISCRIMINATE IN POLICY OR IN PRACTICE ON THE BASIS OF RACE, RELIGION, GENDER, NATIONAL ORIGIN, AGE, DISABILITY, VETERAN STATUS, SEXUAL ORIENTATION OR ANY OTHER LEGALLY PROTECTED CLASSIFICATION - TYPE III SUPPORTING ORGANIZATIONS UNDER IRS SECTION 509(A)(3) | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (53 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ANY BABY CAN | |||||||
| 1121 EAST 7TH STREET | AUSTIN | TX | 78702 | N/A | PUBLIC | GENERAL OPERATIONS | $3,000 |
| AUSTIN CHILDREN'S SHELTER | |||||||
| 4800 MANOR RD | AUSTIN | TX | 78723 | N/A | PUBLIC | EMERGENCY SHELTER PROGRAM | $7,500 |
| AUSTIN GROUPS FOR THE ELDERLY | |||||||
| 3710 CEDAR STREET BOX 2 | AUSTIN | TX | 78705 | N/A | PUBLIC | UNDERWRITE NEED BASED AID FOR LOW INCOME CLIENTS | $20,000 |
| AUSTIN TENANTS COUNCIL | |||||||
| 1640-B E 2ND STREET SUITE 150 | AUSTIN | TX | 78702 | N/A | PUBLIC | PRINTING-GUIDE TO AFFORDABLE HOUSING | $4,350 |
| BEST BUDDIES UT AUSTIN SOC | |||||||
| BOX 2491 UNIVERSITY STATION | AUSTIN | TX | 78712 | N/A | PUBLIC | GENERAL OPERATIONS | $500 |
| C5 YOUTH FOUNDATION | |||||||
| 3012 INDUSTRIAL TERRACE | AUSTIN | TX | 78758 | N/A | PUBLIC | C5 LEADERSHIP PROGRAM | $5,000 |
| CAPITAL AREA FOOD BANK OF TEXAS | |||||||
| 8201 S CONGRESS AVE | AUSTIN | TX | 78745 | N/A | PUBLIC | HEALTHY OPTIONS PROGRAM FOR THE ELDERLY AND FRESH FOOD FOR FAMILIES PROGRAM | $15,000 |
| CARITAS OF AUSTIN | |||||||
| PO BOX 1947 | AUSTIN | TX | 787671947 | N/A | PUBLIC | FOOD INDUSTRY EMPLOYMENT TRAINING PROGRAM | $10,000 |
| CASTING FOR RECOVERY | |||||||
| 5202 PERIWINKLE PATH | AUSTIN | TX | 78745 | N/A | PUBLIC | GENERAL OPERATIONS | $1,000 |
| CONFERENCE OF SOUTHWEST FOUNDATIONS | |||||||
| 624 N GOOD-LATIMER EXPWY STE 100 | DALLAS | TX | 75204 | N/A | PUBLIC | PROVIDES EDUCATION, SUPPORT, AND SERVICES THAT STRENGTHEN FOUNDATIONS | $500 |
| EL BUEN PASTOR EARLY CHILDHOOD DEVELOPMENT CENTER | |||||||
| 1208 WILLOW STREET | AUSTIN | TX | 78702 | N/A | PUBLIC | TUITION SCHOLARSHIPS | $10,000 |
| EL BUEN SAMARITANO EPISCOPAL MISSION | |||||||
| 7000 WOODHUE DRIVE | AUSTIN | TX | 78745 | N/A | PUBLIC | 2012 EL BUEN SAMARITANO SUMMER YOUTH PROGRAM | $7,500 |
| EMERSON ACADEMY | |||||||
| 1 VALLEY VIEW ROAD | ROUND ROCK | TX | 78664 | N/A | PUBLIC | COMPLETION OF AN ADAPTIVE INFANT/TODDLER PROGRAM | $5,000 |
| FAMILY ELDERCARE | |||||||
| 1700 RUTHERFORD LANE | AUSTIN | TX | 78754 | N/A | PUBLIC | GUARDIANSHIP PROGRAM | $24,000 |
| FOSTER ANGELS OF CENTRAL TEXAS | |||||||
| PO BOX 152575 | AUSTIN | TX | 78715 | N/A | PUBLIC | PROVIDE ASSISTANCE CHILDREN AND YOUTH IN FOSTER CARE | $5,000 |
| FOUNDATION FOR THE HOMELESS | |||||||
| PO BOX 28006 | AUSTIN | TX | 78755 | N/A | PUBLIC | OPERATING SUPPORT | $5,000 |
| GREEN DOORS | |||||||
| PO BOX 685065 | AUSTIN | TX | 78768 | N/A | PUBLIC | HOUSING STABILITY PROJECT FOR PERSONS WITH DISABILITIES | $7,500 |
| HELPING HAND HOME FOR CHILDREN | |||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | N/A | PUBLIC | RESIDENTIAL TREATMENT PROGRAM | $7,500 |
| HELPING THE AGING NEEDY AND DISABLED INC | |||||||
| 1640-B EAST SECOND STREET SUITE 200 | AUSTIN | TX | 78702 | N/A | PUBLIC | ESTABLISH CAREGIVER LENDING LIBRARY FOR PROFESSIONALS AND CAREGIVERS | $3,500 |
| HOSPICE AUSTIN | |||||||
| 4107 SPICEWOOD SPRINGS RD SUITE 100 | AUSTIN | TX | 787598645 | N/A | PUBLIC | AUSTIN'S CHARITY CARE PROGRAM, MVI CLINICAL LEADER PROGRAM TRAINING, GENERAL OPERATIONS | $21,000 |
| LIFEWORKS | |||||||
| 3700 SOUTH 1ST STREET | AUSTIN | TX | 78704 | N/A | PUBLIC | STREET OUTREACH PROGRAM | $10,500 |
| MANOS DE CRISTO | |||||||
| 4911 HARMON AVENUE | AUSTIN | TX | 78751 | N/A | PUBLIC | SUPPORT ORGANIZATION PROGRAMS | $5,000 |
| MEALS ON WHEELS AND MORE | |||||||
| 3237 5TH STREET | AUSTIN | TX | 78702 | N/A | PUBLIC | MEAL DELIVERY PROGRAM | $25,000 |
| MOBILE LOAVES AND FISHES | |||||||
| 903 SOUTH CAPITAL OF TEXAS HIGHWAY | AUSTIN | TX | 78746 | N/A | PUBLIC | SPONSOR A CATERING TRUCK FOR TWO MONTHS | $5,000 |
| OPEN DOOR AT M STATION | |||||||
| 2918 E MLK BLVD | AUSTIN | TX | 78702 | N/A | PUBLIC | PROJECT HELPING HAND | $12,000 |
| PEOPLE'S COMMUNITY CLINIC | |||||||
| 2909 N IH-35 | AUSTIN | TX | 78722 | N/A | PUBLIC | INTEGRATED BEHAVIORAL HEALTH PROGRAM | $18,000 |
| PLANNED PARENTHOOD OF THE TEXAS CAPITAL REGION | |||||||
| 201 E BEN WHITE BLVD BLDG B | AUSTIN | TX | 787047301 | N/A | PUBLIC | SUPPORT ONGOING CORE PROGRAMS AND ANNUAL OPERATIONS | $15,000 |
| SAFEPLACE | |||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | N/A | PUBLIC | SUPPORTIVE HOUSING PROGRAM | $18,000 |
| SAINT LOUISE HOUSE | |||||||
| 2026 GUADALUPE STREET | AUSTIN | TX | 78705 | N/A | PUBLIC | HOMELESS HOUSING AND SERVICES PROGRAM | $7,500 |
| THE ARC OF THE CAPITAL AREA | |||||||
| 2818 SAN GABRIEL | AUSTIN | TX | 78705 | N/A | PUBLIC | PROVIDE FAMILY CIRCLE PROGRAM SERVICES TO LOW INCOME FAMILIES | $7,500 |
| THE CARE COMMUNITIES | |||||||
| PO BOX 16529 | AUSTIN | TX | 78761 | N/A | PUBLIC | PROVIDE FOUR CLIENTS 900 DAYS OF SERVICE | $10,000 |
| THE CHRISTI CENTER | |||||||
| 2306 HANCOCK DRIVE | AUSTIN | TX | 78756 | N/A | PUBLIC | EXPAND ADULT GRIEF SUPPORT SERVICES | $6,000 |
| THERAPY PET PALS OF TEXAS INC | |||||||
| 3930 BEE CAVE RD SUITE C | AUSTIN | TX | 78746 | N/A | PUBLIC | RECRUIT, TRAIN, RETAIN 10 PET PAL VOLUNTEER TEAMS | $1,000 |
| TRINITY CENTER | |||||||
| 304 E 7TH STREET | AUSTIN | TX | 78701 | N/A | PUBLIC | CASE MANAGEMENT PROGRAM | $7,000 |
| VAUGHN HOUSE INC | |||||||
| 1701 EVERGREEN AVENUE | AUSTIN | TX | 78704 | N/A | PUBLIC | SUPPORTED HOME LIVING PROGRAM | $5,000 |
| WONDERS AND WORRIES | |||||||
| 9101 BURNET ROAD SUITE 107 | AUSTIN | TX | 78758 | N/A | PUBLIC | THERAPUETIC AND SUPPORT SERVICES TO HELP CHILDREN COPE WITH PARENTAL ILLNESS | $5,000 |
| AIDS SERVICES OF AUSTIN | |||||||
| PO BOX 4874 | AUSTIN | TX | 78765 | N/A | PUBLIC | SUPPORT ORGANIZATION PROGRAMS | $3,000 |
| ASCEND CENTER FOR LEARNING | |||||||
| 1640 B EAST 2ND STREET STE 100 | AUSTIN | TX | 78702 | N/A | PUBLIC | GED TO WORK PROGRAM | $5,000 |
| AUSTIN CLUBHOUSE | |||||||
| PO BOX 300568 | AUSTIN | TX | 787035122 | N/A | PUBLIC | EXPANSION OF EMPLOYMENT PROGRAM | $3,000 |
| AUSTIN DOG ALLIANCE | |||||||
| 12129 RANCH ROAD 620 N STE 401 | AUSTIN | TX | 78750 | N/A | PUBLIC | SUPPORT AUSTIN DOG ALLIANCE'S THERAPY PROGRAM | $3,000 |
| AUSTIN HABITAT FOR HUMANITY | |||||||
| 55 NORTH IH 35 STE 240 | ASUTIN | TX | 78702 | N/A | PUBLIC | AUSTIN HABITAT AFFORDABLE HOMEOWNERSHIP PROGRAM | $5,000 |
| AUSTIN HARMONY PROJECT INC | |||||||
| 1806 W STASSNEY STE 106 | AUSTIN | TX | 78745 | N/A | PUBLIC | ART AND MUSIC PROGRAM FOR DEVELOPMENTALLY DISABLED ADULTS | $5,000 |
| BOYS AND GIRLS CLUBS | |||||||
| 5407 N IH 35 STE 400 | AUSTIN | TX | 78723 | N/A | PUBLIC | CRITICAL MEAL PROGRAM | $3,000 |
| CASA MARIANELLA | |||||||
| 821 GUNTER STREET | AUSTIN | TX | 78702 | N/A | PUBLIC | MAINTAIN CURRENT PROGRAMS AND CONTINUE EXPANDING SERVICES | $7,000 |
| FRONT STEP | |||||||
| PO BOX 684519 | AUSTIN | TX | 78768 | N/A | PUBLIC | PROVIDE UP TO 1 YEAR OF SUBSIDIZED HOUSING AND CASE MANAGEMENT | $5,000 |
| FURAHA HOUSE AFRICAN FAMILY CENTER | |||||||
| PO BOX 284 | ROUND ROCK | TX | 78680 | N/A | PUBLIC | AFTER SCHOOL PROGRAM FOR REFUGEE YOUTH | $6,000 |
| SAHELI ASIAN FAMILIES | |||||||
| PO BOX 16254 | AUSTIN | TX | 78761 | N/A | PUBLIC | ECONOMIC EMPOWERMENT PROGRAM | $5,000 |
| THE TEXAS RAMP PROJECT | |||||||
| PO BOX 832065 | RICHARDSON | TX | 78083 | N/A | PUBLIC | WHEELCHAIR ACCESS RAMPS FOR ELDERLY AND DISABLED | $2,500 |
| TEXAS RIOGRANDE LEGAL AID INC | |||||||
| 4920 N IH 35 | AUSTIN | TX | 78751 | N/A | PUBLIC | SUPPORT ELDER LAW PROJECT EXPENSES | $5,000 |
| THE REBEKAH BAINES JOHNSON CENTER | |||||||
| 21 WALLER STREET | AUSTIN | TX | 78702 | N/A | PUBLIC | PARTIAL FUNDING FOR A CASE MANAGEMENT POSITION | $7,000 |
| UNIVERSITY OF TEXAS FOUNDATION | |||||||
| 1616 GUADALUPE STREET STE 3206 | AUSTIN | TX | 78701 | N/A | PUBLIC | ACE: A COMMUNITY FOR EDUCATION | $5,000 |
| URBAN ROOTS | |||||||
| 2921 E 17TH ST BLDG D STE 4 | AUSTIN | TX | 78702 | N/A | PUBLIC | HUNGER RELIEF SERVICE DAYS WITH YOUTH | $5,000 |
| VOLUNTEER HEALTHCARE CLINIC | |||||||
| 4215 MEDICAL PARKWAY | AUSTIN | TX | 78756 | N/A | PUBLIC | SUPPORT CLINIC AND MEDICAL SERVICES FOR UNINSURED | $15,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 410350 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $262,696 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $702,910 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $171,881 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,137,487 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1137487 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ACCOUNTING FEES | $3,093 | 1856 | 1237 |
| LEGAL FEES | $1,998 | 1199 | 799 |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (6 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 1999-02-19 | 10187 | 10187 | 200DB | 5.000000000000 | 0 | 0 |
| COMPUTER EQUIPMENT | 2000-09-15 | 934 | 934 | 200DB | 5.000000000000 | 0 | 0 |
| FURNITURE | 2000-04-11 | 5137 | 5137 | 200DB | 7.000000000000 | 0 | 0 |
| LEASEHOLD IMPROVEMENTS | 1999-08-17 | 28555 | 9272 | SL | 31.000000000000 | 921 | 0 |
| COMPUTER EQUIPMENT | 2002-06-15 | 1864 | 1864 | 200DB | 5.000000000000 | 0 | 0 |
| DESKTOP COMPUTER W PRINTER AND FAX | 2008-04-02 | 1003 | 819 | 200DB | 5.000000000000 | 123 | 0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PAGE 5: PART VII-B, LINE 1(A)(3) | THE FOUNDATION RECEIVES OFFICE SPACE RENT FREE FROM A DISQUALIFIED PERSON WHICH QUALIFIES AS AN EXCEPTION TO SELF DEALING. |
| PAGE 5: PART VII-B, LINE 1(A)(4) | COMPENSATION IS PAID TO JUDY VORESS WHO IS A DISQUALIFIED PERSON - EXCEPTION APPLIES THAT SHE IS BEING PAID REASONABLE COMPENSATION FOR SERVICES THAT ARE NECESSARY FOR THE FOUNDATION'S EXEMPT PURPOSE. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | UBS PACE INVESTMENTS | NameOfStock |
| EOY Book Value | 8896943 | EOYBookValue |
| EOYFMV | 9885046 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CAMPBELL STRATEGIC ALLOCATION FUND, LP | AT COST | 425222 | 393127 |
| JP MORGAN STRATEGIC INCOME | AT COST | 109005 | 110022 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (6 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| COMPUTER EQUIPMENT | 10187 | 10187 | 0 |
| COMPUTER EQUIPMENT | 934 | 934 | 0 |
| FURNITURE | 5137 | 5137 | 0 |
| LEASEHOLD IMPROVEMENTS | 28555 | 10193 | 18362 |
| COMPUTER EQUIPMENT | 1864 | 1864 | 0 |
| DESKTOP COMPUTER W PRINTER AND FAX | 1003 | 942 | 61 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ROYALTIES | 614075 | 614075 | 1422594 |
| LESS ACCUMULATED AMORTIZATION | -163753 | -204691 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| AMORTIZATION | 40938 | 40938 | 0 |
| POSTAGE | 139 | 0 | 139 |
| SUPPLIES | 950 | 0 | 950 |
| INSURANCE | 1100 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| CAMPBELL STRATEGIC ALLOCATION FUND | -8219 | 0 | -8219 |
| ROYALTIES | 711297 | 711297 | 711297 |
| OTHER INCOME | -168 | 0 | -168 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYROLL TAX LIABILITIES | Description |
| BOY Book Value | 308 | BOYBookValue |
| EOY Book Value | 305 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $69,671 | Amount |
| Net Investment Income | 69671 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $1,836 | 735 | 1101 |
| EXCISE TAX | $22,715 | 0 | 0 |
| FOREIGN TAX | $3,733 | 3733 | 0 |