JUDYS CHARITABLE FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- JUDYS CHARITABLE FOUNDATION (EIN 74-6498006)
- Tax period
- 2009-11-01 to 2010-10-31
- Filed
- 2011-09-15
- IRS object ID
- 201112589349100006
- Schema version
- 2009v1.7
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-15T10:35:46-05:00 | Timestamp |
| Tax Period End Date | 2010-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Flieller Kruger Skelton & Plyler PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 West Sixth Street Suite 1200 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746498006 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Judy's Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JUDY | NameControl |
| Phone | 5124274492 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 West 6th Street | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78703 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Judy Trabulsi | Name |
| Title | Trustee, Advisor - Voting | Title |
| Phone | 5124274492 | Phone |
| Date Signed | 2011-09-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James Flieller | Name |
| Phone | 5124796000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 347590 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 110000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 56 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 56 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 5115 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5115 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3395 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 87057 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3395 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 118566 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8566 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2150 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2150 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 513 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 298 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 224 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 74 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5111 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2374 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2224 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 32688 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 32688 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 37799 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2374 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 34912 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 80767 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6192 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -4833 | CashBOY |
| Cash EOY | 132233 | CashEOY |
| Cash EOYFMV | 132233 | CashEOYFMV |
| Accounts Receivable | 510 | AccountsReceivable |
| Accounts Receivable BOY | 448 | AccountsReceivableBOY |
| Accounts Receivable EOY | 510 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 510 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 212383 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 193355 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 212335 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 37345 | InvestmentsOtherBOY |
| Investments Other EOY | 12 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 12 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 2500 | OtherAssetsBOY |
| Other Assets EOY | 2500 | OtherAssetsEOY |
| Other Assets EOYFMV | 2500 | OtherAssetsEOYFMV |
| Total Assets BOY | 247843 | TotalAssetsBOY |
| Total Assets EOY | 328610 | TotalAssetsEOY |
| Total Assets EOYFMV | 347590 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 247843 | CapitalStockBOY |
| Capital Stock EOY | 328610 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 247843 | TotalNetAssetsBOY |
| Total Net Assets EOY | 328610 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 247843 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 328610 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 247843 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 80767 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 328610 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 328610 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly Traded Securities | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 87057 | GrossSalesPrice |
| Cost Or Other Basis | 83662 | CostOrOtherBasis |
| Gain Or Loss | 3395 | GainOrLoss |
| Gains Minus Excess Or Losses | 3395 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3395 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 35721 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 244747 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.145951 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 40939 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 308093 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.132879 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 38254 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 307456 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.124421 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 27403 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 188603 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.145295 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 32992 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 173736 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.189897 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.738443 | TotalDistributionRatio |
| Average Distribution Ratio | 0.147689 | AverageDistributionRatio |
| Net Noncharitable Assets | 333976 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 49325 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 62 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 49387 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 34912 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 124 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 124 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 124 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 196 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 196 | TotalCreditsAndPayments |
| Overpayment | 72 | Overpayment |
| Amount Credited To Next Year | 72 | 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 | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | Judy Trabulsi | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5124274492 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 W 6th Street | AddressLine1 |
| City | austin | City |
| State | TX | State |
| ZIP Code | 78703 | ZIPCode |
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 | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Judith L Trabulsi | ||||||||
| 3205 Stratford Hills Lane | Austin | TX | 78746 | Trustee, Advisor - Voting | 0.00 | 0 | 0 | 0 |
| Richard J Trabulsi Jr | ||||||||
| 1701 Brun Suite 200 PO Box 130488 | Houston | TX | 77219 | Advisor - Voting | 0.00 | 0 | 0 | 0 |
| Kevin Richard O'Neill | ||||||||
| 11819 Gatlinburg | Houston | TX | 77031 | Advisor - Non-Voting | 0.00 | 0 | 0 | 0 |
| Julie Ann O'Neill | ||||||||
| 1118 B West 10th | Austin | TX | 78703 | Advisor - Non-Voting | 0.00 | 0 | 0 | 0 |
| Kimberly Lynn Strama Cohen | ||||||||
| 1135 Fairbanks Drive | Lutherville | MD | 21093 | Advisor - Non-Voting | 0.00 | 0 | 0 | 0 |
| Thomas Mark Strama | ||||||||
| 4040 Crow Road Apt 404 | Beaumont | TX | 77706 | Advisor - Non-Voting | 0.00 | 0 | 0 | 0 |
| Richard Keith Strama | ||||||||
| 3802-B Island Way | Austin | TX | 78746 | Advisor - Non-Voting | 0.00 | 0 | 0 | 0 |
| Blake Evans Trabulsi | ||||||||
| 604 Academy | Austin | TX | 78704 | Advisor - Non-Voting | 0.00 | 0 | 0 | 0 |
| Genevieve Paige Trabulsi | ||||||||
| 4877 Broadway 4H | New York | NY | 10034 | Advisor - Non-Voting | 0.00 | 0 | 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 | 247716 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 91346 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 339062 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 339062 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5086 | CashDeemedCharitable |
| Net Noncharitable Assets | 333976 | NetNoncharitableAssets |
| Minimum Investment Return | 16699 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 16699 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 124 | TaxBasedOnInvestmentIncome |
| Total Tax | 124 | TotalTax |
| Distributable Amount Before Adj | 16575 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 16575 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 16575 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 34912 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 34912 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 34912 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 16575 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 24321 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 18123 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 23053 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 25764 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 23592 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 114853 | TotalExcessDistriCarryover |
| Qualifying Distributions | 34912 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 16575 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 18337 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 133190 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 24321 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 108869 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 18123 | ExcessFromYear4 |
| Excess From Year3 | 23053 | ExcessFromYear3 |
| Excess From Year2 | 25764 | ExcessFromYear2 |
| Excess From Year1 | 23592 | ExcessFromYear1 |
| Excess From Current Year | 18337 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Judith L Trabulsi | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| Animal Trustees of Austin | |||||||
| 5129 Cameron Road | Austin | TX | 78723 | Public Charity | Fund for Organization's Charitable Purpose | $100 | |
| Austin Community Foundation | |||||||
| 4315 Guadalupe Suite 300 | Austin | TX | 78751 | public Charity | fund for Organization's Charitable Purpose | $100 | |
| Austin Habitat for Humanity | |||||||
| 55 North IH 35 Suite 240 | Austin | TX | 78702 | Public Charity | Fund for Organization's Charitable Purpose | $500 | |
| Austin Humane Society | |||||||
| 124 West Anderson Lane | Austin | TX | 78752 | Public Charity | Fund for Organization's Charitable Purpose | $600 | |
| Austin Community College - Center for Public Policy and Political Studies | |||||||
| 5930 Middle Fiskville Road | Austin | TX | 78752 | Public Charity | Fund for Organization's Charitable Purpose | $1,500 | |
| Capital Area Food Bank of Texas | |||||||
| 8201 S Congress Avenue | Austin | TX | 78745 | Public Charity | Fund for Organization's Charitable Purpose | $1,000 | |
| Caritas of Austin | |||||||
| 611 Neches PO Box 1947 | Austin | TX | 78767 | Public Charity | Fund for Organization's Charitable Purpose | $2,000 | |
| The Christmas Bureau of Austin and Travis County | |||||||
| 7301 Burnet Road Suite 108 | Austin | TX | 78757 | Public Charity | Fund for Organization's Charitable Purpose | $500 | |
| The Clinton Bush Haiti Fund | |||||||
| c/o Communities Foundation of Texas | Dallas | TX | 75225 | Public Charity | Fund for Organization's Charitable Purpose | $1,000 | 5500 Caruth Haven Lane |
| Forklift Danceworks | |||||||
| PO Box 1304 | Austin | TX | 78767 | Public Charity | Fund for Organization's Charitable Purpose | $500 | |
| Helen Keller Services for the Blind | |||||||
| 57 Willoughby Street | Brooklyn | NY | 11201 | Public Charity | Fund for Organization's Charitable Purpose | $50 | |
| The Humane Society of Southeast Texas | |||||||
| 2050 Spindletop Avenue | Baeaumont | TX | 77705 | Public Charity | Fund for Organization's Charitable Purpose | $100 | |
| Interfaith Action of Central Texas | |||||||
| 701 Tillery Street Suite 8 | Austin | TX | 78702 | public Charity | fund for Organization's Charitable Purpose | $500 | |
| Jack & Jill Late Stage Cancer Foundation | |||||||
| 3282 Northside Parkway NW Suite 100 | Atlanta | GA | 30327 | Public Charity | Fund for Organization's Charitable Purpose | $1,500 | |
| KLRU | |||||||
| PO Box 7158 | Austin | TX | 78713 | Public Charity | Fund for Organization's Charitable Purpose | $338 | |
| Lance Armstrong Foundation | |||||||
| 2201 E 6th Street | Austin | TX | 78702 | public Charity | fund for Organization's Charitable Purpose | $150 | |
| LBJ Library & Museum Future Forum | |||||||
| 2313 Red River Street | Austin | TX | 78705 | Public Charity | Fund for Organization's Charitable Purpose | $500 | |
| Marathon Kids | |||||||
| 2512 South IH 35 Suite 350 | Austin | TX | 78704 | Public Charity | Fund for Organization's Charitable Purpose | $1,000 | |
| Meals on Wheels and More | |||||||
| 3227 East 5th Street | Austin | TX | 78702 | Public Charity | Fund for Organization's Charitable Purpose | $500 | |
| Memorial Hermann Foundation | |||||||
| 929 Gessner Suite 2650 | Houston | TX | 77024 | Public Charity | Fund for Organization's Charitable Purpose | $1,000 | |
| Memorial Sloan-Kettering Cancer Center | |||||||
| 1275 York Avenue | New York | NY | 10065 | Public Charity | Fund for Organization's Charitable Purpose | $250 | |
| Mobile Loaves & Fishes | |||||||
| 903 South Capital of Texas Highway | Austin | TX | 78746 | Public Charity | Fund for Organization's Charitable Purpose | $1,000 | |
| MPOWER Foundation | |||||||
| 601 North Lamar Suite 300 | Austin | TX | 78703 | Public Charity | Fund for Organization's Charitable Purpose | $5,000 | |
| No Limits Foundation | |||||||
| 1900 M Street NW Suite 500 | Washington | DC | 20036 | Public Charity | Fund for Organization's Charitable Purpose | $1,000 | |
| North American Paulist Center | |||||||
| 3015 Fourth Street NE | Washington | DC | 20017 | Public Charity | Fund for Organization's Charitable Purpose | $1,000 | |
| People's Community Clinic | |||||||
| 2909 North IH-35 | Austin | TX | 78722 | Public Charity | Fund for Organization's Charitable Purpose | $1,000 | |
| St Agnes Academy | |||||||
| 9000 Bellaire Boulevard | Houston | TX | 77036 | Public Charity | Fund for Organization's Charitable Purpose | $3,000 | |
| St Austin Parish | |||||||
| 2026 Guadalupe | Austin | TX | 78705 | Public Charity | Fund for Organization's Charitable Purpose | $500 | |
| St John Neumann Parish | |||||||
| 5455 Bee Cave Road | Austin | TX | 78746 | Public Charity | Fund for Organization's Charitable Purpose | $500 | |
| St Michael's Catholic Academy | |||||||
| 3000 Barton Creek Boulevard | Austin | TX | 78735 | Public Charity | Fund for Organization's Charitable Purpose | $100 | |
| The Salvation Army | |||||||
| 501 E 8th Street | Austin | TX | 78701 | Public Charity | Fund for Organization's Charitable Purpose | $1,000 | |
| The Seton Fund | |||||||
| 1201 West 38th Street | Austin | TX | 78705 | Public Charity | Fund for Organization's Charitable Purpose | $2,000 | |
| Social and Economic Action for Lebanon | |||||||
| 500 East 77th Street Suite 1019 | New York | NY | 10162 | Public Charity | Fund for Organization's Charitable Purpose | $1,000 | |
| Students of the World | |||||||
| 828 West 6th Street | Austin | TX | 78703 | Public Charity | Fund for Organization's Charitable Purpose | $500 | |
| St Jude Children's Research Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | Public Charity | Fund for Organization's Charitable Purpose | $100 | |
| Texas Mamma Jamma Ride | |||||||
| PO Box 49097 | Austin | TX | 78765 | Public Charity | Fund for Organization's Charitable Purpose | $300 | |
| The Texas Tribune | |||||||
| 823 Congress Avenue Suite 210 | Austin | TX | 78701 | Public Charity | Fund for Organization's Charitable Purpose | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 32688 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $56 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,115 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,395 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,566 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8566 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Judith L Trabulsi | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3205 Stratford Hills Lane | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78746 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 110000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $4,300 | Amount |
| Net Investment Income | 2150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2150 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1,000 shs Walmart Stores Inc. | 45710 | 54170 |
| 300 shs Diamonds Trust | 25505 | 33393 |
| 650 shs Ishares TR MSCI Emerging Markets Index Fund | 29551 | 29978 |
| 450 shs Ishares TR MSCI EAFE Index Fund | 31613 | 25655 |
| 1,325 shs Powershares | 60976 | 69139 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1.407 Shs Fidelity Short-Term Bond | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 12 | BookValue |
| EOYFMV | 12 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Organizational Cost | Description |
| BOY Book Value | 2500 | BOYBookValue |
| EOY Book Value | 2500 | EOYBookValue |
| EOYFMV | 2500 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Office Expense | 148 | 74 | 74 |
| Bank Fees | 150 | 150 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Judy Trabulsi | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 W 6th Street | AddressLine1 |
| City | austin | City |
| State | TX | State |
| ZIP Code | 78703 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | Category |
| Amount | $513 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |