INMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- INMAN FOUNDATION (EIN 74-2833552)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-30
- IRS object ID
- 202211819349101216
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-30T12:28:01-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742900215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL LOCKE & RITTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVENUE SUITE 1100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787019682 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742833552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INMA | BusinessNameControlTxt |
| Phone | 5123703200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 RIVA RIDGE RD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOBBY INMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5123703200 | PhoneNum |
| Signature | 2022-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BOBBY | PersonFirstNm |
| Person Last | INMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANA MCCARTNEY | PreparerPersonNm |
| PTIN | P01302365 | PTIN |
| Phone | 5123703200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,970,118 | 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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,757 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $721,988 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,304 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $170,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,082 | 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 | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,640 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,360 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,214 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,214 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $765 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $153,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,853 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,213 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $95,753 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $140,856 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,856 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,986,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,955,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,761,199 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $39,030 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,180 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,063 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,120,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,137,636 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,970,118 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,952,433 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,952,433 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,831,650 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,814,797 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,120,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,137,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,120,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,137,636 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,120,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,853 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,137,636 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,137,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - H857 | P | $400,148 | $298,083 | $102,065 | $102,065 |
| PUBLICLY TRADED SECURITIES - 9845 | P | $321,840 | $304,601 | $17,239 | $17,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,304 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,893 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,893 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,893 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,648 | 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 | $2,648 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $755 | OverpaymentAmt |
| Applied To ES Tax | $755 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | BOBBY R INMAN | IndividualWithBooksNm |
| Phone | 5123703200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 RIVA RIDGE RD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BOBBY R INMAN | ||||||||
| 3200 RIVA RIDGE RD | AUSTIN | TX | 78746 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| THOMAS C INMAN | ||||||||
| 3200 RIVA RIDGE RD | AUSTIN | TX | 78746 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| WILLIAM C INMAN | ||||||||
| 3200 RIVA RIDGE RD | AUSTIN | TX | 78746 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| NANCY INMAN | ||||||||
| 3200 RIVA RIDGE RD | AUSTIN | TX | 78746 | SECRETARY | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $2,589,701 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,797,916 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,797,916 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,755,947 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,893 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,893 | TotalTaxAmt |
| Distributable Before Adj | $135,904 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,904 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,904 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $118,610 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,904 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $112,708 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $112,708 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,902 | 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 | $130,002 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BOBBY R INMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN CHILD GUIDANCE CENTER | |||||||
| 810 W 45TH STREET | AUSTIN | TX | 78751 | NONE | EXEMPT | SUPPORT CHILDREN'S MENTAL HEALTH SERVICES | $10,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 5900 BALCONES DRIVE STE 5729 | AUSTIN | TX | 78731 | NONE | EXEMPT | PROGRAM OF CHARACTER DEVELOPMENT AND VALUES-BASED LEADERSHIP TRAINING | $2,500 |
| CARITAS OF AUSTIN | |||||||
| PO BOX 1947 | AUSTIN | TX | 787671947 | NONE | EXEMPT | PROVIDE ASSISTANCE TO THE NEEDY AND HOMELESS | $3,500 |
| CENTER FOR EXCELLENCE IN EDUCATION | |||||||
| 8201 GREENSBORO DR STE 215 | MCLEAN | VA | 22102 | NONE | EXEMPT | EDUCATION | $2,500 |
| CENTRAL TEXAS FOOD BANK | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | NONE | EXEMPT | TO NOURISH HUNGRY PEOPLE AND LEAD THE COMMUNITY IN THE FIGHT AGAINST HUNGER | $15,000 |
| CLAREMONT GRADUATE UNIVERSITY | |||||||
| 150 EAST TENTH STREET | CLAREMONT | CA | 91711 | NONE | EXEMPT | EDUCATION | $1,000 |
| COMMUNITIES IN SCHOOLS | |||||||
| 3000 S IH-35 STE 200 | AUSTIN | TX | 78704 | NONE | EXEMPT | DROPOUT PREVENTION PROGRAM | $2,500 |
| CONCORDIA UNIVERSITY | |||||||
| 3400 N IH 35 | AUSTIN | TX | 78705 | NONE | EXEMPT | EDUCATION | $1,000 |
| COUNCIL ON AT-RISK YOUTH | |||||||
| 3710 CEDAR STREET BOX 23 | AUSTIN | TX | 78705 | NONE | EXEMPT | HELPING YOUTH PROMOTE SAFE SCHOOLS AND SAFE COMMUNITIES | $500 |
| COURT APPOINTED SPECIAL ADVOCATES OF TRAVIS COUNTY | |||||||
| 7600 CHEVY CHASE DR | AUSTIN | TX | 78752 | NONE | EXEMPT | SUPPORT PROVISION OF COURT APPOINTED SPECIAL ADVOCATE | $2,500 |
| CREATIVE ACTION | |||||||
| 1023 SPRINGDALE RD BLDG 3 | AUSTIN | TX | 78721 | NONE | EXEMPT | SUPPORT CREATIVE LEARNING PROGRAMS | $1,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 3316 BEE CAVES ROAD | WEST LAKE HILLS | TX | 78746 | NONE | EXEMPT | FUND LIFESAVING RESEARCH & WORK TO PROVIDE ACCESS TO QUALITY CARE & TREATMENT FOR CF | $5,000 |
| FRIENDS OF FORD | |||||||
| 303 PEARL STREET NW | GRAND RAPIDS | MI | 49504 | NONE | EXEMPT | MAKE POSSIBLE OTHER ACTIVITIES COMPLIMENTING THE GERALD R FORD MUSEUM | $1,000 |
| HUSTON-TILLOTSON UNIVERSITY | |||||||
| 900 CHICON STREET | AUSTIN | TX | 78702 | NONE | EXEMPT | EDUCATION | $5,000 |
| KEY TO CHANGE | |||||||
| PO BOX 16787 | SEATTLE | WA | 98116 | NONE | EXEMPT | CHANGE COMMUNITY THROUGH MUSIC AND EDUCATION | $5,000 |
| KLRU PUBLIC TELEVISION | |||||||
| PO BOX 7158 | AUSTIN | TX | 78713 | NONE | EXEMPT | EDUCATIONAL TELEVISION | $10,000 |
| LBJ FOUNDATION | |||||||
| 2313 RED RIVER STREET | AUSTIN | TX | 78705 | NONE | EXEMPT | ASSIST IN PREPARING THE NEXT GENERATION OF LEADERS | $20,000 |
| NAISMITH MEMORIAL BASKETBALL HALL OF FAME | |||||||
| 1000 HALL OF FAME AVENUE | SPRINGFIELD | MA | 01105 | NONE | EXEMPT | TO PROMOTE AND PRESERVE THE HISTORY OF BASKETBALL | $5,000 |
| NAVAL AVIATION MUSEUM FOUNDATION | |||||||
| 1750 RADFOR BOULEVARD SUITE B | PENSACOLA | FL | 32508 | NONE | EXEMPT | DISPLAY HISTORIC NAVAL AVIATION & EDUCATE | $1,000 |
| RAINFOREST PARTNERSHIP | |||||||
| PO BOX 49268 | AUSTIN | TX | 78765 | NONE | EXEMPT | PROTECT AND REGENERATE TROPICAL RAINFORESTS | $2,500 |
| SAMARITAN CENTER | |||||||
| 8956 RESEARCH BLVD BLDG 2 | AUSTIN | TX | 78758 | NONE | EXEMPT | TO PROVIDE MENTAL HEALTH AND WELL-BEING SERVICES TO THE MOST VULNERABLE IN OUR COMMUNITY | $2,500 |
| SOUTHWESTERN UNIVERSITY | |||||||
| PO BOX 770 | GEORGETOWN | TX | 78627 | NONE | EXEMPT | EDUCATION | $1,000 |
| ST JAMES SCHOOL | |||||||
| 17641 COLLEGE ROAD | HAGERSTOWN | MD | 21740 | NONE | EXEMPT | EDUCATION | $1,000 |
| TEXAS STATE HISTORY MUSEUM FOUNDATION | |||||||
| PO BOX 12456 | AUSTIN | TX | 78711 | NONE | EXEMPT | RAISE PRIVATE FUNDS TO SUPPORT THE TEXAS STATE HISTO | $1,000 |
| THE AMERICAN HIMALAYAN FOUNDATION | |||||||
| 909 MONTGOMERY STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | NONE | EXEMPT | HELPING THE PEOPLE AND ECOLOGY OF THE HIMALAYA | $1,000 |
| THE TEXAS TRIBUNE | |||||||
| 919 CONGRESS AVE SIXTH FLOOR | AUSTIN | TX | 78701 | NONE | EXEMPT | PUBLIC SERVICE JOURNALISM | $4,250 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 1 UNIVERSITY STATION G1050 | AUSTIN | TX | 78712 | NONE | EXEMPT | EDUCATION | $5,000 |
| UNITED STATES NAVAL INSTITUTE | |||||||
| 291 WOOD ROAD | ANNAPOLIS | MD | 21402 | NONE | EXEMPT | ADVANCE KNOWLEDGE IN THE ART OF NAVAL & MARITIME INTELLIGENCE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,250 | 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 | $21 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,757 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,304 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $170,082 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,082 | 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 | $8,000 | Amt |
| Net Investment Income | $2,640 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,360 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (93 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PPG INDUSTRIES | $11,326 | $11,898 |
| XCEL ENERGY INCORPORATED | $12,295 | $14,488 |
| UNITED PARCEL SERVICE | $24,251 | $33,437 |
| WORKDAY INC. | $22,368 | $26,772 |
| WEC ENERGY GROUP | $13,023 | $15,725 |
| WASTE MGMT INCORPORATED DEL | $18,484 | $28,206 |
| WALMART INCORPORATED | $12,089 | $16,061 |
| VERIZON COMMUNICATIONS INC | $23,304 | $20,264 |
| VANGUARD SMALL CAP ETF | $24,007 | $30,285 |
| VANGUARD MEGA CAP GROWTH ETF | $27,209 | $35,724 |
| US BANCORP DEL COM NEW | $21,196 | $24,097 |
| UNITEDHEALTH GROUP | $35,266 | $57,244 |
| TEXAS INSTRS INCORPORATED | $24,340 | $43,537 |
| UNION PACIFIC CORPORATION | $36,744 | $55,425 |
| TRUIST FINL CORPORATION | $17,782 | $38,992 |
| TE CONNECTIVITY LIMITED REG SHS | $12,891 | $20,974 |
| TARGET | $24,536 | $51,843 |
| SPDR SERIES TRUST SPDR NYSE TECH ETF | $51,844 | $62,454 |
| SPDR S&P MIDCAP 400 TRUST SERIES | $49,561 | $48,144 |
| SPDR S&P 500 ETF | $23,500 | $34,672 |
| PNC FINL SVCS GROUP | $20,788 | $34,690 |
| ISHARES US MEDICAL DEVICES | $23,657 | $32,398 |
| PHILLIPS 66 | $8,603 | $9,275 |
| MERCK & COMPANY | $29,995 | $30,349 |
| PHILIP MORRIS | $18,009 | $21,945 |
| PEPSICO INCORPORATED | $21,639 | $29,357 |
| PARKER HANNIFIN CORPORATION | $9,497 | $19,723 |
| PACKAGING CORPORATION | $3,640 | $5,582 |
| NORTHROP GRUMAN CORPORATION | $30,069 | $32,127 |
| NORTHERN TR CORPORATION | $20,356 | $26,195 |
| NEXTERA ENERGY CORP | $11,267 | $21,286 |
| MORGAN STANLEY COM NEW | $24,590 | $23,853 |
| MONDELEZ INTERNATIONAL INC | $10,436 | $13,196 |
| MICROSOFT CORPORATION | $24,762 | $67,264 |
| MEDTRONIC PLC SHS | $26,592 | $27,414 |
| ISHARES S&P MID CAP | $23,212 | $30,779 |
| MCDONALDS CORPORATION | $18,278 | $23,322 |
| MARSH & MCLENNAN | $23,834 | $43,281 |
| LOCKHEED MARTIN | $18,061 | $17,771 |
| LINDLE PLC SHS | $19,692 | $24,604 |
| LILLY ELI & COMPANY | $17,473 | $38,947 |
| LAM RESEARCH | $9,002 | $36,677 |
| KLA-TENCOR CORPORATION | $8,746 | $36,129 |
| JPMORGAN CHASE & COMPANY | $53,970 | $75,375 |
| JOHNSON & JOHNSON | $52,270 | $68,428 |
| PROCTER AND GAMBLE | $33,269 | $49,565 |
| QUALCOMM INCORPORATED | $13,552 | $13,532 |
| ISHARES CORE S&P SMALLCAP | $49,735 | $47,407 |
| PRICE T ROWE | $13,180 | $23,990 |
| EOG RES INCORPORATED | $9,585 | $16,522 |
| INTERNATIONAL BUSINESS | $16,388 | $16,708 |
| CMS ENERGY CORPORATION | $9,194 | $10,733 |
| HOME DEPOT INCORPORATED | $32,476 | $70,137 |
| HERSHEY COMPANY | $8,147 | $11,995 |
| FIRST TRUST NASDAQ 100 | $11,207 | $17,341 |
| FIRST TRUST DOW JONES INTERNET INDEX | $55,330 | $70,779 |
| EXXON MOBIL CORPORATION | $20,116 | $21,049 |
| EVERSOURCE ENERGY | $10,610 | $13,101 |
| ENTERGY CORPORATION NEW | $10,935 | $10,814 |
| TJX COMPANIES | $10,502 | $11,919 |
| CME GROUP INCORPORATED | $21,597 | $25,359 |
| EBAY INCORPORATED | $17,423 | $22,344 |
| DTE ENERGY COMPANY | $4,747 | $8,009 |
| DEERE & COMPANY | $7,426 | $18,173 |
| CUMMINS INCORPORATED | $13,734 | $17,233 |
| CONOCOPHILLIPS | $13,462 | $16,096 |
| COMCAST CORPORATION | $37,341 | $44,995 |
| COCA COLA COMPANY | $26,778 | $29,072 |
| EATON CORPORATION PLC SHS | $12,015 | $21,775 |
| AUTOMATIC DATA PROCESSING INCORPORATED | $17,009 | $26,137 |
| ABBVIE INCORPORATED | $35,256 | $41,297 |
| ACCENTURE PLC IRELAND SHS CLASS A | $16,475 | $37,724 |
| ADVANCED MICRO DEVICES INC | $24,079 | $33,097 |
| ZEBRA TECHNOLOGIES CORP | $23,407 | $26,189 |
| HONEYWELL INTERNATIONAL | $18,493 | $37,323 |
| CHUBB LIMITED | $21,924 | $28,997 |
| CHIPOTLE MEXICAN GRILL INC | $22,660 | $27,972 |
| CHEVRON CORPORATION NEW | $35,318 | $36,144 |
| BROADCOM INCORPORATED | $28,313 | $69,868 |
| BRISTOL MYERS SQUIBB | $11,499 | $14,715 |
| BLACKROCK INCORPORATED | $10,896 | $23,805 |
| BEST BUY | $7,696 | $7,518 |
| BECTON DICKINSON & COMPANY | $16,728 | $16,598 |
| BANK AMER CORPORATION | $39,089 | $61,352 |
| AVERY DENNISON CORPORATION | $7,923 | $13,860 |
| CISCO SYSTEMS INCORPORATED | $27,849 | $53,421 |
| AT&T INCORPORATED | $12,441 | $10,012 |
| ANTHEM INCORPORATED | $14,075 | $15,297 |
| ANALOG DEVICES INC | $17,704 | $26,541 |
| AMERICAN ELEC PWR COMPANY INCORPORATED | $13,586 | $14,057 |
| AMEREN CORPORATION | $11,696 | $14,242 |
| AMAZON.COM INC | $20,770 | $20,006 |
| ABBOTT LABS | $27,511 | $36,170 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AVALONBAY COMNTYS INCORPORATED REIT | AT COST | $11,390 | $12,882 |
| DIGITAL RLTY | AT COST | $16,953 | $25,116 |
| CROWN CASTLE | AT COST | $6,380 | $14,194 |
| EXTRA SPACE STORAGE INC | AT COST | $6,457 | $15,871 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $15 | $15 | $0 |
| NONDEDUCTIBLE EXPENSE | $750 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $31,214 | Amt |
| Net Investment Income | $31,214 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |