WUKASCH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WUKASCH FOUNDATION (EIN 76-0501629)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349102703
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T11:16:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472401640 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DURBIN BENNETT TAX ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CONGRESS AVENUE STE 1600 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | 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 | 760501629 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WUKASCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WUKA | BusinessNameControlTxt |
| Phone | 5124724700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST 18TH STREET | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787011229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER C WUKASCH | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5124724700 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENT L DURBIN | PreparerPersonNm |
| PTIN | P00360888 | PTIN |
| Phone | 5124394800 | 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 | $418,559 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,634 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,981 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,981 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,721 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,721 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,003 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,003 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,333 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,333 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $111 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,456 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,003 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,837 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,837 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,456 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,840 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,138 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,265 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,199 | CashBOYAmt |
| Cash EOY | $2,962 | CashEOYAmt |
| Cash EOYFMV | $2,962 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $209,580 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $162,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $162,024 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $139,671 | CorporateStockBOYAmt |
| Corporate Stock EOY | $189,597 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $252,703 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $865 | OtherAssetsBOYAmt |
| Other Assets EOY | $870 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $870 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $353,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $355,453 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $418,559 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $353,315 | RetainedEarningBOYAmt |
| Retained Earning EOY | $355,453 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $353,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $355,453 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $353,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $355,453 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $353,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,138 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $355,453 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $355,453 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2025-12-31 | $47,345 | $36,383 | $10,962 | $10,962 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2025-12-31 | $19 | $19 | $19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,981 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $282 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $282 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $282 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GINA BROWN | IndividualWithBooksNm |
| Phone | 5124724700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST 18TH STREET | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787011229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| DON C WUKASCH | ||||||||
| 500 WEST 18TH STREET | AUSTIN | TX | 78701 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| BARRY C WUKASCH | ||||||||
| 500 WEST 18TH STREET | AUSTIN | TX | 78701 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| ANN WUKASCH GAMEL | ||||||||
| 500 WEST 18TH STREET | AUSTIN | TX | 78701 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| WALTER CHARLES WUKASCH II | ||||||||
| 500 WEST 18TH STREET | AUSTIN | TX | 78701 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| LINDA T WUKASCH | ||||||||
| 500 WEST 18TH STREET | AUSTIN | TX | 78701 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GINA BROWN | ||||||||
| 500 WEST 18TH STREET | AUSTIN | TX | 78701 | EXECUTIVE DIRECTOR | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $219,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $399,027 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $399,027 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $393,042 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $282 | TotalTaxAmt |
| Distributable Before Adj | $19,370 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,370 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,370 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,840 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,840 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,370 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,983 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,840 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,983 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,513 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DON C WUKASCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST 18TH STREET | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787011229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124724700 | RecipientPhoneNum |
| Form And Info And Materials | THERE ARE NO SPECIAL FORMS ON WHICH APPLICATIONS SHOULD BE SUMBITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES FOR APPLICATIONS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE GRANTED FOR CHARITABLE, RELIGIOUS, LITERARY, AND EDUCATIONAL ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRYSALIS SHELTER FOR VICTIMS OF DOMESTIC VIOLENCE | |||||||
| 2055 W NORTHERN AVE | PHOENIX | AZ | 85021 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $856 |
| DARTMUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 037554400 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $400 |
| FOOTHILLS FOOD BANK | |||||||
| PO BOX 715 | CAREFREE | AZ | 85377 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $856 |
| MAKE-A-WISH ARIZONA | |||||||
| 2901 N 78TH ST | SCOTTSDALE | AZ | 85251 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $856 |
| PHOENIX CHILDREN'S PROJECT | |||||||
| 1047 N 28TH ST | PHOENIX | AZ | 85008 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $856 |
| PHOENIX RESCUE MISSION | |||||||
| 1540 W VAN BUREN ST | PHOENIX | AZ | 85007 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $856 |
| ROBERT S STRAUSS CENTER | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $50 |
| ST JOHN'S FUND | |||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $100 |
| TEXAS WENDISH HERITAGE SOCIETY | |||||||
| 1011 CR 212 | GIDDINGS | TX | 78942 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $856 |
| THE UNIVERSITY OF TEXAS AT DALLAS | |||||||
| 800 W CAMPBELL ROAD SPN 10 | RICHARDSON | TX | 75080 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $856 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| POBOX 7458 | AUSTIN | TX | 78713 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $2,600 |
| PHI GAMMA DELTA | |||||||
| 1201 RED MILE RD | LEXINGTON | KY | 40544 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $10 |
| TEXAS SURGICAL SOCIETY | |||||||
| 6431 FANNIN STREET STE MSB 4264 | HOUSTON | TX | 77030 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $50 |
| SMU | |||||||
| PO BOX 750402 | DALLAS | TX | 75275 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $250 |
| ST EDWARDS UNIVERSITY | |||||||
| PO BOX 2147 | SAN ANTONIO | TX | 78297 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $250 |
| UNITED STATES SPORTS UNIVERSITY | |||||||
| ONE ACADEMY DRIVE | DAPHNE | AL | 36526 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $635 |
| CHURCH OF THE GOOD SAMARTIAN | |||||||
| 5901 CAVALCADE ST | HOUSTON | TX | 77026 | N/A | PC | TO SUPPORT THE ORGANIZATION'S PURPOSE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,837 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,634 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,981 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,721 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,721 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,003 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,003 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH SECURITIES D-16 | $189,363 | $251,949 |
| MERRILL LYNCH SECURITIES D-12 | $234 | $754 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $865 | BOYBookValueAmt |
| EOY Book Value | $870 | EOYBookValueAmt |
| EOYFMV | $870 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC EXPENSE - BANK FEE | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,333 | Amt |
| Net Investment Income | $2,333 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $111 | $111 | $0 |
| EXCISE TAX | $287 | $0 | $0 |