CUYLER & SHIRLEY JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CUYLER & SHIRLEY JOHNSON FAMILY FOUNDATION (EIN 36-4989415)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202601339349101915
- Schema version
- 2025v4.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T12:22:45-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364546472 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Krueger & Assoc Tax and Business Advisory Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 N State St | AddressLine1Txt |
| City | Hampshire | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364989415 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Cuyler and Shirley Johnson Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUYL | BusinessNameControlTxt |
| Phone | 5124157647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 University Blvd STE 225 | AddressLine1Txt |
| City | Round Rock | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78665 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynne Siroin | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5124157647 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Matthew F Krueger | PreparerPersonNm |
| PTIN | P00535964 | PTIN |
| Phone | 8476832500 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,388,882 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $11,844 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,844 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11,844 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $76,083 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,083 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $76,083 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,629 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $670,629 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,629 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $277,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $277,556 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $87,927 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $980 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $980 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $980 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $980 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,392 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,392 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,392 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,392 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $16 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,388 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,388 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,388 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,388 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $181,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $181,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,388 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,388 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,388 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,168 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $83,539 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,963 | CashBOYAmt |
| Cash EOY | $20,097 | CashEOYAmt |
| Cash EOYFMV | $20,097 | CashEOYFMVAmt |
| Other Investments BOY | $2,231,751 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,368,785 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,368,785 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,296,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,388,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,388,882 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,296,714 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,388,882 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,296,714 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,388,882 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,296,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,388,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,296,714 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,168 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,388,882 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,388,882 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,629 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,797 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,797 | SubtotalAmt |
| Tax Based On Investment Income | $3,797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,424 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,424 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,424 | OriginalReturnTaxPaidAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $1,379 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Lynne Siroin | IndividualWithBooksNm |
| Phone | 5124157647 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3703 Clendenin | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| T Cuyler Johnson | ||||||
| 12501 Longhorn Parkway AptA429 | Austin | TX | 78732 | President | 000.00 | $0 |
| Shirley Johnson | ||||||
| 12501 Longhorn Parkway AptA429 | Austin | TX | 78732 | Secretary | 000.00 | $0 |
| Lynne Siroin | ||||||
| 3703 Clendenin | Austin | TX | 78732 | CFO | 000.00 | $0 |
| Kurt Johnson | ||||||
| 309 Crossvine Trail | Georgetown | TX | 78626 | Director | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TBCH 101 N Mays Street Round Rock, TX 78664 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | Samaritan's Purse 801 Bamboo Road Boone, NC 28607 | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | ManUp - Life Pastor 233 Spicewoods Trails Drive Spicewood, TX 78669 | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | Heart of Texas PRC PO Box 342 Driftwood, TX 78619 | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $3,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,797 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,388 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $185,388 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2023 | PriorYear3Yr |
| Total For Prior Years | $250,000 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $130,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $120,000 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $250,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $185,388 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $185,388 | RemainingDistriFromCorpusAmt |
| Total Corpus | $435,388 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $250,000 | PriorYearUndistributedIncmAmt |
| Taxable1 | $250,000 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $435,388 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $130,000 | ExcessFromYear4Amt |
| Excess From Year3 | $120,000 | ExcessFromYear3Amt |
| Excess From Current Year | $185,388 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Austin Christian Fellowship | ||||||
| 6401 River Pl Blvd | Austin | TX | 78730 | PC | Community Support | $5,000 |
| Samaritan's Purse | ||||||
| 801 Bamboo Road | Boone | NC | 28607 | PC | Community Support | $20,000 |
| Lakeway Church | ||||||
| 2203 Lakeway Blvd | Lakeway | TX | 78734 | PC | Community Support | $10,000 |
| Community Bible Study | ||||||
| 790 Stout Rd | Colorado Springs | CO | 80921 | PC | Community Support | $7,500 |
| Isaiah 117 Project Inc | ||||||
| 117 N Hart St | Princeton | IN | 47670 | PC | Community Support | $5,000 |
| TBCH | ||||||
| 101 N Mays Street | Round Rock | TX | 78664 | PC | Community Support | $30,000 |
| DAR | ||||||
| 1776 D Street NW | Washington | DC | 20006 | PC | Community Support | $3,000 |
| Tunnel to Towers | ||||||
| 2361 Hylan Boulevard | Staten Island | NY | 10306 | PC | Community Support | $1,000 |
| Liberty Vacation | ||||||
| PO Box 1694 | Georgetown | TX | 78627 | PC | Community Support | $2,000 |
| KOZ | ||||||
| 404 Main St | Smithville | TX | 78957 | PC | Community Support | $7,500 |
| ManUp - Life Pastor | ||||||
| 233 Spicewwod Trails Drive | Spicewood | TX | 78669 | PC | Community Support | $25,000 |
| Heart of Texas PRC | ||||||
| PO Box 342 | Driftwood | TX | 78619 | PC | Community Support | $10,000 |
| World News Group | ||||||
| PO Box 20002 | Ashville | NC | 28802 | PC | Community Support | $5,000 |
| Hill Country Community Action | ||||||
| 2905 W Wallace St | San Saba | TX | 76877 | PC | Community Support | $5,000 |
| Wakewell Ministries | ||||||
| 3113 Ridgedale Drive | Garland | TX | 75041 | PC | Community Support | $5,000 |
| Foster Village Inc | ||||||
| 10545 Dessau Rd | Austin | TX | 78620 | PC | Community Support | $5,000 |
| Zoe's House Adoption Agency | ||||||
| 13200 Metcalf Ave | Overland Park | KS | 66213 | PC | Community Support | $5,000 |
| Round Rock Area Serving Ctr | ||||||
| 1099 E Main St | Round Rock | TX | 78664 | PC | Community Support | $10,000 |
| Fisher House | ||||||
| 12300 Twinbrook Pkwy | Rockville | MD | 20852 | PC | Community Support | $10,000 |
| Austin Community Foundation | ||||||
| 4315 Guadalupe St | Austin | TX | 78751 | PC | Community Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $181,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,844 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $76,083 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $189,629 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $277,556 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $277,556 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Interest earned on investments |
| 4 | Dividends earned on investments |
| 8 | Capital gain distributions on investments |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt |
|---|---|---|---|---|---|
| Goldman Sach Finl Square | 2024-08 | P | 2025-02 | $30,000 | $30,000 |
| BMO Bank NA | 2023-11 | P | 2025-06 | $160,000 | $160,000 |
| Morgan Stanley Bk Na | 2023-11 | P | 2025-12 | $160,000 | $160,000 |
| Goldman Sach Finl Square | 2024-08 | P | 2025-09 | $131,000 | $131,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,368,785 | BookValueAmt |
| EOYFMV | $2,368,785 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Postage | Desc |
| Revenue And Expenses Per Books | $16 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Krueger Assoc | CategoryTxt |
| Amt | $980 | Amt |
| Net Investment Income | $980 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $980 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $980 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Texas Secretary of State | $5 | $5 | $5 | $5 |
| IRS | $2,424 | $2,424 | $2,424 | $2,424 |
| IRS | $963 | $963 | $963 | $963 |