PELTON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PELTON CHARITABLE FOUNDATION INC (EIN 20-3863708)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202631219349102008
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T11:03:50-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 203863708 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Pelton Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PELT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Janet Pelton Camp | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $3,616,960 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,594 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,555 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,555 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,937 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,937 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $343,719 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,679 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $253,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,171 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,662 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,662 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,691 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,003 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,003 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,729 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,003 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,607 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,607 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,963 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,729 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $144,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,158 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,442 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $163,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,183 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $29,793 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $2,243,159 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,453,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,539,777 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,436,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,531,099 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,616,960 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,436,941 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,531,099 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,436,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,531,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,436,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,531,099 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,436,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,158 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,531,099 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,531,099 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $343,719 | GrossSalesPriceAmt |
| Cost Or Other Basis | $241,040 | CostOrOtherBasisAmt |
| Gain Or Loss | $102,679 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $102,679 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,679 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,355 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,355 | SubtotalAmt |
| Tax Based On Investment Income | $2,355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $45 | OverpaymentAmt |
| Applied To ES Tax | $45 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Janet Pelton Camp | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Kathryn E Doane | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,207,180 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,260 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,379,440 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,379,440 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,328,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,355 | TotalTaxAmt |
| Distributable Before Adj | $164,082 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $164,082 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $164,082 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $144,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $144,610 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $142,610 | UndistributedIncomePYAmt |
| Qualifying Distributions | $144,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $142,610 | AppliedToYear1Amt |
| Applied To Current Year | $2,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $162,082 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Janet Pelton Camp | ContributingManagerNm |
| Contributing Manager | Kathryn E Doane | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 24-7 PRAYER | |||||||
| 4705 S MEMORIAL DR | TULSA | OK | 74145 | N/A | PC | General & Unrestricted | $718 |
| AARP FOUNDATION | |||||||
| 601 E ST NW | WASHINGTON | DC | 20049 | N/A | PC | General & Unrestricted | $750 |
| ACLU FOUNDATION OF TEXAS INC | |||||||
| PO BOX 8306 | HOUSTON | TX | 77288 | N/A | PC | General & Unrestricted | $300 |
| ALZHEIMERS TEXAS INC | |||||||
| 7000 N MOPAC EXPY STE 200 | AUSTIN | TX | 78731 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| PO BOX 5028 | BOONE | IA | 50950 | N/A | PC | General & Unrestricted | $200 |
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | PC | General & Unrestricted | $750 |
| ARCHAEOLOGICAL CONSERVANCY | |||||||
| 1717 GIRARD BLVD NE | ALBUQUERQUE | NM | 87106 | N/A | PC | General & Unrestricted | $200 |
| AUSTIN REGION JFON | |||||||
| 5904 WYNONA AVE | AUSTIN | TX | 78757 | N/A | PC | General & Unrestricted | $1,500 |
| AUSTIN SYMPHONY ORCHESTRA SOCIETY | |||||||
| 1113 RED RIVER ST | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $718 |
| BONEFISH & TARPON TRUST INC | |||||||
| 2937 SW 27TH AVE STE 203 | MIAMI | FL | 33133 | N/A | PC | General & Unrestricted | $200 |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 28 W 44TH ST STE 609 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $1,000 |
| BREAST CANCER RESOURCE CENTER | |||||||
| 9400 ALICE MAE LN | AUSTIN | TX | 78748 | N/A | PC | General & Unrestricted | $750 |
| CAMP ALLEN-CAMP AND CONFERENCE CENTER | |||||||
| 18800 FM 362 RD | NAVASOTA | TX | 77868 | N/A | PC | General & Unrestricted | $500 |
| CAMP FIRE USA SOUTHEAST TEXAS COUNCIL | |||||||
| 350 FM 256 N | WOODVILLE | TX | 75979 | N/A | PC | General & Unrestricted | $750 |
| CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL | |||||||
| PO BOX 143626 | AUSTIN | TX | 78714 | N/A | PC | General & Unrestricted | $1,450 |
| CAPITOL BROADCASTING ASSOCIATION INC | |||||||
| 41 NAVASOTA ST | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $1,500 |
| CENTER FOR ACTION AND CONTEMPLATION INC | |||||||
| 1705 FIVE POINTS RD SW | ALBUQUERQUE | NM | 87105 | N/A | PC | General & Unrestricted | $500 |
| CENTER FOR RESTORATIVE PROGRAMS | |||||||
| PO BOX 1775 | ALAMOSA | CO | 81101 | N/A | PC | General & Unrestricted | $500 |
| CENTRAL TEXAS FOOD BANK INC | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | PC | General & Unrestricted | $2,500 |
| CHORUS AUSTIN INC | |||||||
| PO BOX 204030 | AUSTIN | TX | 78720 | N/A | PC | General & Unrestricted | $718 |
| CONSPIRARE INC | |||||||
| 1812 CENTRE CREEK DR STE 110 | AUSTIN | TX | 78754 | N/A | PC | General & Unrestricted | $1,000 |
| DIOCESE OF TYLER | |||||||
| 1015 ESE LOOP 323 | TYLER | TX | 75701 | N/A | PC | Bishop's Appeal | $3,227 |
| DIVERS ALERT NETWORK | |||||||
| 6 W COLONY PL | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $1,500 |
| DRIPPING SPRINGS COMMUNITY LIBRARY DISTRICT | |||||||
| 501 SPORTSPLEX DR | DRIPPING SPGS | TX | 78620 | N/A | GOV | General & Unrestricted | $1,000 |
| DRIPPING SPRINGS COMMUNITY LIBRARY DISTRICT | |||||||
| 501 SPORTSPLEX DR | DRIPPING SPGS | TX | 78620 | N/A | GOV | New building campaign | $1,000 |
| DRIPPING SPRINGS HELPING HANDS INC | |||||||
| PO BOX 804 | DRIPPING SPGS | TX | 78620 | N/A | PC | General & Unrestricted | $1,000 |
| EL BUEN SAMARITANO EPISCOPAL MISSION | |||||||
| 7000 WOODHUE DR | AUSTIN | TX | 78745 | N/A | PC | General & Unrestricted | $2,000 |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| PO BOX 5121 | BOONE | IA | 50950 | N/A | PC | General & Unrestricted | $3,000 |
| EQUAL REPRESENTATION OF MEDIA ADVOCACY CORPORATION | |||||||
| 528 9TH ST | ALAMOSA | CO | 81101 | N/A | PC | General & Unrestricted | $1,200 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | N/A | PC | General & Unrestricted | $1,000 |
| HONDURAS GOOD WORKS | |||||||
| PO BOX 201446 | AUSTIN | TX | 78720 | N/A | PC | General & Unrestricted | $750 |
| HONDURAS GOOD WORKS | |||||||
| PO BOX 201446 | AUSTIN | TX | 78720 | N/A | PC | For a high school student Scholarship Fund | $750 |
| LA PUENTE HOME INCORPORATED | |||||||
| 911 STATE AVE | ALAMOSA | CO | 81101 | N/A | PC | General & Unrestricted | $40,176 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $500 |
| METAVIVOR RESEARCH AND SUPPORT INC | |||||||
| 7780 ELMWOOD AVE STE 130 | MIDDLETON | WI | 53562 | N/A | PC | General & Unrestricted | $1,750 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $600 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $600 |
| NATIVE SEEDS SOUTHWESTRN ENDANGERED ARIDLAND | |||||||
| 3584 E RIVER RD | TUCSON | AZ | 85718 | N/A | PC | General & Unrestricted | $200 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $250 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 S MONROE ST | STILLWATER | OK | 74074 | N/A | PC | for the Chemistry Department | $200 |
| PLANNED PARENTHOOD OF THE TEXAS CAPITAL REGION INC | |||||||
| 201 E BEN WHITE BLVD BLDG B | AUSTIN | TX | 78704 | N/A | PC | General & Unrestricted | $500 |
| PRESBYTERIAN MO-RANCH ASSEMBLY | |||||||
| 2229 FM 1340 | HUNT | TX | 78024 | N/A | PC | General & Unrestricted | $500 |
| REEF ENVIRONMENTAL EDUCATION FOUNDATION INC | |||||||
| PO BOX 370246 | KEY LARGO | FL | 33037 | N/A | PC | for the Ocean Exploration Center | $6,500 |
| REEF ENVIRONMENTAL EDUCATION FOUNDATION INC | |||||||
| PO BOX 370246 | KEY LARGO | FL | 33037 | N/A | PC | Ocean Exploration Center | $6,500 |
| REEF ENVIRONMENTAL EDUCATION FOUNDATION INC | |||||||
| PO BOX 370246 | KEY LARGO | FL | 33037 | N/A | PC | Charitable Event | $5,000 |
| REEF ENVIRONMENTAL EDUCATION FOUNDATION INC | |||||||
| PO BOX 370246 | KEY LARGO | FL | 33037 | N/A | PC | General & Unrestricted | $9,558 |
| REEF ENVIRONMENTAL EDUCATION FOUNDATION INC | |||||||
| PO BOX 370246 | KEY LARGO | FL | 33037 | N/A | PC | Capital Campaign | $1,500 |
| RENOVARE INC | |||||||
| PO BOX 41 | WHEATON | IL | 60187 | N/A | PC | Renew Campaign | $1,500 |
| RENOVARE INC | |||||||
| PO BOX 41 | WHEATON | IL | 60187 | N/A | PC | General & Unrestricted | $3,500 |
| ROCKY MOUNTAIN PUBLIC MEDIA INC | |||||||
| 2101 ARAPAHOE ST | DENVER | CO | 80205 | N/A | PC | General & Unrestricted | $700 |
| ST ALBANS EPISCOPAL CHURCH | |||||||
| 780 W FM 1626 UNIT 368 | MANCHACA | TX | 78652 | N/A | PC | Charitable Event | $2,442 |
| ST ALBANS EPISCOPAL CHURCH | |||||||
| 780 W FM 1626 UNIT 368 | MANCHACA | TX | 78652 | N/A | PC | General & Unrestricted | $10,000 |
| ST ALBANS EPISCOPAL CHURCH | |||||||
| 780 W FM 1626 UNIT 368 | MANCHACA | TX | 78652 | N/A | PC | Capital Campaign | $1,000 |
| ST ALBANS EPISCOPAL CHURCH | |||||||
| 780 W FM 1626 UNIT 368 | MANCHACA | TX | 78652 | N/A | PC | For use of the Music department | $1,500 |
| THE COLORADO TRAIL FOUNDATION | |||||||
| PO BOX 1292 | PONCHA SPGS | CO | 81242 | N/A | PC | General & Unrestricted | $1,000 |
| THE NATURE CONSERVANCY OF TEXAS | |||||||
| 2632 BROADWAY STE 201S | SAN ANTONIO | TX | 78215 | N/A | PC | General & Unrestricted | $1,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 300 W DEAN KEETON A0704 | AUSTIN | TX | 78712 | N/A | GOV | General & Unrestricted | $700 |
| UNITED METHODIST COMMITTEE ON RELIEF | |||||||
| PO BOX 9068 | NEW YORK | NY | 10087 | N/A | PC | for UMCOR | $5,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 55 N IH 35 | AUSTIN | TX | 78702 | N/A | PC | Springs Family YMCA | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,607 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,555 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,937 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,035 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $152,527 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,527 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Camp Janet Pelton | ||||||
| 1 | 4710 Sierra Vista Road | Alamosa | CO | 811018902 | $20,128 | Yes (X) |
| Doane Kathryn E | ||||||
| 2 | 160 Lonely Pine CV | Driftwood | TX | 78619 | $39,136 | Yes (X) |
| Perez Mica Elaine | ||||||
| 3 | 12824 FM 2661 | Flint | TX | 75762 | $41,330 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ELI LILLY & CO LLY, 19 sh. | $20,128 | 2025-12-18 |
| 2 | BROADCOM INC AVGO, 110 sh. | $39,136 | 2025-11-11 |
| 3 | JANUS ADVISER FORTY FUND CLASS A SHS JDCAX, 761 sh. | $41,330 | 2025-02-19 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $75,835 | $95,420 |
| ADVANCED MICRO DEVICES INC | $28,248 | $49,471 |
| ALLSTATE CORP | $16,942 | $28,933 |
| ALPHABET INC CL A | $17,458 | $44,446 |
| AMAZON COM | $12,206 | $26,544 |
| AMERICAN FDS NEW ECONOMY FUND | $336,621 | $602,091 |
| AMERICAN FUNDS WASHINGTON MUTU | $458,552 | $691,833 |
| AMGEN INC | $71,244 | $96,884 |
| AMPHENOL CORPORATION | $26,372 | $51,353 |
| BROADCOM INC | $39,136 | $38,071 |
| CADENCE DESIGN SYSTEMS INC | $27,455 | $27,820 |
| CHEVRON CORP | $71,017 | $79,710 |
| CHIPOTLE MEX GRILL | $26,305 | $16,983 |
| CISCO SYSTEMS INC | $66,083 | $101,294 |
| DEXCOM, INC | $28,955 | $19,446 |
| DIAMONDBACK ENERGY INC | $27,254 | $26,007 |
| EDWARDS LIFESCIENCES | $29,034 | $29,241 |
| ELI LILLY & CO | $20,129 | $20,419 |
| FISERV INC | $11,697 | $7,657 |
| GE VERNOVA | $23,747 | $43,136 |
| GOLDMAN SACHS GROUP | $47,080 | $117,786 |
| HOME DEPOT INC | $21,830 | $21,678 |
| INTERCONTINENTAL EXCHANGE, INC | $19,696 | $25,428 |
| INTERNATIONAL BUSINESS MACHINE | $47,456 | $103,081 |
| IQVIA HOLDINGS INC | $29,894 | $30,430 |
| JP MORGAN CHASE | $77,727 | $133,399 |
| MCDONALD'S CORP | $69,690 | $80,075 |
| MERCK & CO INC | $94,477 | $82,103 |
| META PLATFORMS INC | $6,642 | $23,763 |
| MICROSOFT CORP | $91,046 | $119,938 |
| NXP SEMICONDUCTORS | $22,137 | $25,179 |
| S&P GLOBAL INC COM | $20,344 | $25,607 |
| SALESFORCE.COM | $15,794 | $21,458 |
| SMALLCAP WORLD FD INC CL A | $197,025 | $310,606 |
| STERIS PLC | $25,362 | $30,169 |
| SYNOPSYS, INC | $25,390 | $23,486 |
| THE COCA-COLA CO | $74,971 | $87,597 |
| TJX COMPANIES INC | $15,228 | $32,412 |
| TRANE TECHNOLOGIES PLC | $14,347 | $28,412 |
| UNITEDHEALTH GROUP INC | $23,641 | $16,175 |
| VERIZON COMMUNICATIONS | $83,882 | $78,283 |
| VISA INC | $15,967 | $25,953 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $7,978 | $7,978 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $10,662 | Amt |
| Net Investment Income | $10,662 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $2,400 | |
| 990-PF Excise Tax for 2024 | $1,224 | |
| Foreign Tax Paid | $67 | $67 |