2025-05-09T10:52:56-05:00 2024-12-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2024-01-01 742860015 LADIES OF CHARITY LAKE TRAVIS INC LADI 5122630314 PO BOX 340026 LAKEWAY TX 78734 ANNE UBERTINI TREASURER 5122630314 2025-05-08 1 1 RENAE DUNCAN P01257722 5123462086 2025-05-07 2024 2025-03-06 01:10:19Z X GINGER MAYRONNE PO BOX 340026 LAKEWAY TX 78734 4121089 0 X WWW.LAKETRAVISTHRIFT.COM X 1991 TX PROVIDE VINCENTIAN LEADERSHIP TO WOMAN ACTING TOGETHER AGAINST ALL FORMS OF POVERTY. 10 10 7 226 0 0 1767279 1739449 3271 2694 13199 23783 0 0 1783749 1765926 775291 908598 0 0 128899 109387 0 0 335805 285898 266175 1190088 1284160 593661 481766 4354541 4241720 592761 0 3761780 4241720 LADIES OF CHARITY LAKE TRAVIS, INC. OPERATES LAKE TRAVIS THRIFT SHOP, WHICH ACCEPTS, RESELLS AND DONATES GENTLY USED DONATED ITEMS. NET PROCEEDS FROM THE THRIFT SHOP ARE GIVEN TO ORGANIZATIONS WHO DIRECTLY SERVE THE NEEDS OF THE POOR. 0 0 909702 908598 2694 PROFITS FROM THE THRIFT SHOP WERE DONATED TO NUMEROUS ORGANIZATIONS THAT PROVIDE SERVICES AND FINANCIAL AID TO THE POOR. 909702 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 0 X X ANNE UBERTINI 5122630314 440 MEDICAL PARKWAY LAKEWAY TX 78738 X GINGER MAYRONNE PRESIDENT 18.00 X X 0 0 0 RITA KANE PRESIDENT ELECT 15.00 X X 0 0 0 STELLA DENNY VP OF VOLUNTEERS 18.00 X X 0 0 0 KAREN FREY SECRETARY 9.00 X X 0 0 0 ANNE UBERTINI TREASURER 13.00 X X 0 0 0 KAY HUMES VP BENEVOLENCE 21.00 X X 0 0 0 MARCIA FLOYD VP COMMUNICATIONS 14.00 X X 0 0 0 SANDRA WETTIG VP MEMBERSHIP 28.00 X X 0 0 0 NANCY GILLULY PAST PRESIDENT 4.00 X 0 0 0 CAROL NEX SPIRITUAL MODERATOR 9.00 X 0 0 0 0 0 0 0 0 0 0 0 1739449 1731555 1739449 MEMBERSHIP DUES & ASSESSMENTS 900099 2694 2694 2694 22391 22391 625000 623608 1392 1392 1392 1731555 1731555 0 1765926 2694 0 23783 908598 908598 101613 101613 7774 7774 12059 12059 11292 11292 15793 1072 14721 50976 135 134 50707 10526 105 105 10316 67368 673 674 66021 17544 1026 16518 BANK AND CREDIT CARD FE 38688 603 38085 OTHER EXPENSES 21032 11498 9534 CLEANING 11250 113 112 11025 CONDO ASSOCIATION FEES 7787 78 78 7631 1860 1860 1284160 909702 38653 335805 284191 213587 45322 48580 3735232 291983 3510617 3443249 514411 536304 4354541 4241720 592761 592761 0 X 3761780 4241720 3761780 4241720 4354541 4241720 481766 772 -2598 0 X X 1 X 0 1 0 X 694531 1466836 1653059 1770550 1739449 7324425 613006 1278556 1610512 1742543 1731555 6976172 1307537 2745392 3263571 3513093 3471004 14300597 12300 200 12500 0 12300 200 12500 14288097 2992 517 878 6299 22391 33077 2992 517 878 6299 22391 33077 1310529 2745909 3264449 3519392 3493395 14333674 0.99680 0.99800 0.00230 0.00100 X 721 0 1171376 1171376 2550069 283223 2266846 7872 5840 2032 5915 2920 2995 3443249 X PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR ITS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. AS OF DECEMBER 31, 2024 AND 2023, THE ORGANIZATION HAS NOT RECOGNIZED LIABILITIES FOR UNCERTAIN TAX POSITIONS OR ASSOCIATED INTEREST AND PENALTIES. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION RETURNS FOR THE YEARS ENDED DECEMBER 31, 2021, AND AFTER, ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 ABIGAIL E KELLER FOUNDATION 111 WHITE SANDS DR LAKEWAY TX 78734 842034107 501 (C) 3 10000 0 TO SUPPORT THE POOR CATHOLIC CHARITIES OF CENTRAL TEXAS 1625 RUTHERFORD LANE AUSTIN TX 78754 742928450 501 (C) 3 29000 12612 FMV IN-KIND GOODS TO SUPPORT THE POOR CHEYANNA'S CAMPIONS 4 CHILDREN 11701 BEE CAVES RD STE 200 AUSTIN TX 78738 453772547 501 (C) 3 10000 0 TO SUPPORT THE POOR COMMUNITY FIRST VILLAGE 9301 HOG EYE ROAD 950 AUSTIN TX 78724 742956081 501 (C) 3 10000 0 TO SUPPORT THE POOR DRESS FOR SUCCESS OF AUSTIN 3000 S I35 FRONTAGE SUITE 180 AUSTIN TX 78704 134220559 501 (C) 3 10000 0 TO SUPPORT THE POOR EMMAUS CATHOLIC PARISH 1718 LOHMANS CROSSING LAKEWAY TX 78734 LAKEWAY TX 78734 742799336 501 (C) 3 17000 0 TO SUPPORT THE POOR HELPING HAND CRISIS MINISTRY PO BOX 142 SPICEWOOD SPICEWOOD TX 78669 208734118 501 (C) 3 40000 0 TO SUPPORT THE POOR HONOR FLIGHT AUSTIN 5600 BURNETT ROAD AUSTIN TX 78756 455332978 501 (C) 3 60000 0 TO SUPPORT THE POOR JOHN PAUL II LIFE CENTER 1600 W 38TH STREET SUITE 110 AUSTIN TX 78731 208785471 501 (C) 3 22000 0 TO SUPPORT THE POOR KERBY'S CLOTHING MINISTRY 1507 MERRELL COVE ROUND ROCK TX 78664 833328250 501 (C) 3 8079 0 TO SUPPORT THE POOR LAKE HILLS CHURCH PO BOX 342047 AUSTIN TX 78734 742836199 501 (C) 3 8040 0 TO SUPPORT THE POOR LAKE TRAVIS CRISIS MINISTRIES 107 RR 620 SOUTH 114 LAKEWAY TX 78734 742612401 501 (C) 3 250000 0 TO SUPPORT THE POOR LAKE TRAVIS UNITED METHODIST CHURCH 1502 RR620 N LAKEWAY TX 78734 742537618 501 (C) 3 10000 0 TO SUPPORT THE POOR LCUSA 2816 E 23RD ST KANSAS CITY MO 64127 521276972 501 (C) 3 10000 0 TO SUPPORT THE POOR LAKE TRAVIS LABOR OF LOVE (LTLOV) 2121 LOHMANS CROSSING SUITE 504-463 LAKEWAY TX 78734 263658670 501 (C) 3 45000 0 TO SUPPORT THE POOR NORTHLAKE HOPE CENTER 20513 DAWN DRIVE LAGO VISTA TX 78645 874569500 501 (C) 3 20000 0 TO SUPPORT THE POOR PARTNERS IN HOPE LAKE TRAVIS 15104 N FLAMINGO DRIVE AUSTIN TX 78734 452541325 501 (C) 3 22000 750 FMV IN-KIND GOODS TO SUPPORT THE POOR FRIENDS OF PAWS IN PRISON 4102 S NEW BRAUNFELS SUITE 110-137 SAN ANTONIO TX 78223 465398562 501 (C) 3 10000 0 TO SUPPORT THE POOR POSADA ESPERANZA 5104 RAINBOW RIDGE CIRCLE AUSTIN TX 78721 742377341 501 (C) 3 28000 0 TO SUPPORT THE POOR VINCARE SERVICES OF AUSTIN (SAINT LOUISE HOUSE) 2026 GUADALUPE AUSTIN TX 78705 742968167 501 (C) 3 94000 0 TO SUPPORT THE POOR THE SOCIETY OF ST VINCENT DE PAUL DIOCESAN COUNCIL OF AUSTIN PO BOX 81511 AUSTIN TX 78708 742763690 501 (C) 3 80000 0 TO SUPPORT THE POOR SAN JUAN DIEGO CATHOLIC HIGH SCHOOL 2512 1ST STREET AUSTIN TX 78704 710866044 501 (C) 3 12000 0 TO SUPPORT THE POOR SUNRISE HOMELESS NAVIGATION CENTER PO BOX 1572 MANCHACA TX 78652 742736586 501 (C) 3 27079 0 TO SUPPORT THE POOR TEAM RUBICON 5230 PACIFIC CONCOURSE DRIVE SUITE 200 LOS ANGELES CA 90045 271720480 501 (C) 3 10000 0 TO SUPPORT THE POOR TEXAS BEEF INITIATIVE 10930 SIGNAL HILL ROAD AUSTIN TX 78737 853564543 501 (C) 3 16500 0 TO SUPPORT THE POOR TRUCARE NETWORK 4611 MANCHACA ROAD AUSTIN TX 78745 264626842 501 (C) 3 14000 0 TO SUPPORT THE POOR 26 0 PART I, LINE 2: FOLLOW-UP DISCUSSIONS OR EMAIL CORRESPONDENCE OCCUR TO DETERMINE THE USE OF THE DONATED MONIES. X 1731555 THRIFT SHOP 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE MEMBERS. AN APPLICATION TO BECOME A MEMBER OF THE CORPORATION (A "MEMBER") SHALL BE MADE AVAILABLE TO ANYONE REQUESTING IT. AN APPLICANT FOR MEMBERSHIP WOULD BE ADMITTED AS A MEMBER TO THE CORPORATION UPON SATISFACTION OF THE CONDITIONS DETERMINED BY THE BOARD OF DIRECTORS FROM TIME TO TIME, WHICH SHALL INCLUDE AT A MINIMUM, THE FOLLOWING CONDITIONS: (A) SUCH APPLICANT SHALL BE A LAY WOMAN OF CATHOLIC OR NON-CATHOLIC FAITH, SUPPORTS THE CORPORATION'S MISSION AND IS AWARE OF AND ENDEAVORS TO REFLECT THE VINCENTIAN VIRTUES OF HUMILITY, SIMPLICITY, AND CHARITY. (B) SUCH APPLICANT SHALL MAKE A PAYMENT OF MEMBERSHIP DUES, SUCH AMOUNT TO BE DETERMINED BY THE BOARD FROM TIME TO TIME; AND (C) SUCH APPLICANT SHALL DULY EXECUTE A PLEDGE TO COMPLY WITH THE MEMBER CODE OF CONDUCT OR ANY OTHER STANDARD, PROTOCOL, OR POLICY ADOPTED BY THE BOARD OF DIRECTORS AND GENERALLY APPLICABLE TO THE MEMBERS, AS MAY BE AMENDED, RESTATED, ADOPTED, OR OTHERWISE MODIFIED FROM TIME TO TIME. UPON SATISFACTION OF THE FOREGOING QUALIFICATIONS, SUCH APPLICANT SHALL BE ELIGIBLE FOR FORMAL ADMITTANCE AT A SOLEMN RECEPTION HELD BY THE CORPORATION. THE FOREGOING RECEPTION SHALL TAKE PLACE AT A CHURCH OR CHAPEL WITH A PRIEST PRESIDING AT LEAST ONCE PER CALENDAR YEAR. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL BE A SELF-PERPETUATING BODY. TO BECOME A DIRECTOR, A PERSON SHALL BE NOMINATED BY THE NOMINATING COMMITTEE (AS DEFINED BELOW) AND ELECTED BY A MAJORITY OF THE BOARD OF DIRECTORS. EACH YEAR, THE NOMINATING COMMITTEE SHALL PRESENT TO THE THEN-CURRENT BOARD OF DIRECTORS, A SLATE OF NEW DIRECTORS TO FILL SEATS THAT HAVE EXPIRED OR ARE VACANT. THEREAFTER, DIRECTORS SHALL BE ELECTED BY MAJORITY VOTE OF THE BOARD OF DIRECTORS AT THE LAST REGULAR BOARD MEETING OF THE CALENDAR YEAR. WRITTEN OR PRINTED NOTICE OF THE UPCOMING ELECTION OF NEW DIRECTORS SHALL BE DELIVERED NOT LESS THAN TEN (10) NOR MORE THAN THIRTY (30) DAYS PRIOR TO COLLECTION OF BALLOTS BY OR AT THE DIRECTION OF THE PRESIDENT OR SECRETARY, TO EACH DIRECTOR ENTITLED TO PARTICIPATE IN THE ELECTION OF THE NEW DIRECTORS TO FILL SEATS THAT HAVE EXPIRED OR ARE VACANT. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD MAY AUTHORIZE EXPENDITURES FOR ORDINARY ADMINISTRATIVE COSTS, FOR APPROVED SPECIAL EVENT COSTS, FOR MASS STIPENDS, AND FOR OTHER EXPENSES INCIDENTAL TO THE OPERATION OF THE CORPORATION. THE ANNUAL BENEVOLENCE BUDGET FOR EACH FISCAL YEAR SHALL BE SUBMITTED TO THE MEMBERS AT A REGULAR SPECIAL MEETING FOR APPROVAL BY A MAJORITY OF THE VOTES ENTITLED TO BE CAST BY THE MEMBERS AT SUCH MEETING OF THE MEMBERS. ALL (A) BENEVOLENCE EXPENDISTURES, AND (B) ALL OTHER EXPENDITURES IN EXCESS OF $5,000, SHALL BE PRESENTED TO AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED WITH THE ORGANIZATIONS CPA, SHARED WITH THE BOARD AND REVIEWED BY THE TREASURER & PRESIDENT BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE CONFLICT OF INTEREST ANNUALLY. FORM 990, PART VI, SECTION C, LINE 18 MADE AVAILABLE ON OUR WEBSITE AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL NEW VOLUNTEERS ARE MADE AWARE OF OUR CONFLICT OF INTEREST POLICY AND THE 990 IS MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCIAL COMMITTEE COMPROMISED OF THE TREASURER, PAST PRESIDENT, AND PRESIDENT-ELECT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS POLICY HAS NOT CHANGED FROM THE PRIOR YEAR.