INMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- INMAN FOUNDATION (EIN 74-2833552)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-28
- IRS object ID
- 202131189349101953
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-28T16:54:01-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-04-28 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,565,866 | 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 | $474 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $474 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,611 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$56,800 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,085,459 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$8,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,085 | 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 | $8,426 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,781 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,645 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,110 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,110 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,944 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,645 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,944 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,145 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$164,804 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,141 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $126,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,753 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,753 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $90,885 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,041,854 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,986,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,424,951 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,181 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $39,030 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $45,162 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,285,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,120,783 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,565,866 | 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 | -$1,667,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,831,650 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,285,327 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,120,783 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,285,327 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,120,783 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,285,327 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$164,804 | ExcessRevenueOverExpensesAmt |
| Other Increases | $260 | OtherIncreasesAmt |
| Subtotal | $2,120,783 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,120,783 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - 9845 | P | $719,709 | $752,267 | -$32,558 | -$32,558 |
| PUBLICLY TRADED SECURITIES - H857 | P | $365,505 | $389,992 | -$24,487 | -$24,487 |
| CAPITAL GAINS DIVIDENDS | P | $245 | $245 | $245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$56,800 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,900 | 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 | $2,900 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,648 | OverpaymentAmt |
| Applied To ES Tax | $2,648 | 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 | $2,114,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $283,929 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,398,722 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,398,722 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,362,741 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $252 | TotalTaxAmt |
| Distributable Before Adj | $117,885 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,885 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,885 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,145 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $126,145 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $126,145 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,885 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $120,968 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,145 | QualifyingDistributionsAmt |
| Applied To Year1 | $120,968 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,177 | 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 | $112,708 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARMSTRONG COMMUNITY MUSIC SCHOOL | ||||||||
| 404 CAMP CRAFT ROAD | AUSTIN | TX | 78746 | NONE | EXEMPT | TO PROVIDE EXCELLENCE IN MUSIC INSTRUCTIONS | $2,000 | |
| CARITAS OF AUSTIN | ||||||||
| PO BOX 1947 | AUSTIN | TX | 787671947 | NONE | EXEMPT | PROVIDE ASSISTANCE TO THE NEEDY AND HOMELESS | $5,000 | |
| 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 | $5,000 | |
| CLAREMONT GRADUATE UNIVERSITY | ||||||||
| 165 EAST TENTH STREET | CLAREMONT | CA | 91711 | NONE | EXEMPT | EDUCATION | $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 | |
| EASTERSEALS SERVING CENTRAL TEXAS | ||||||||
| 1611 HEADWAY CIRCLE BLDG 2 | AUSTIN | TX | 78754 | NONE | EXEMPT | PROVIDE EXCEPTIONAL SERVICES SO POPLE WITH DISABILITIES CAN PARTICIPATE IN THEIR COMMUNITIES | $1,500 | |
| EISENHOWER FOUNDATION | ||||||||
| 200 SE 4TH ST PO BOX 295 | ABILENE | KS | 67410 | NONE | EXEMPT | TO HONOR AND CHAMPION THE REVELANCE TODAY OF THE LIFE AND LEADERSIP OF DWIGHT D. EISENHOWER | $2,500 | |
| FRIENDS OF LYNDON B JOHNSON NATIONAL HISTORICAL PARK | ||||||||
| PO BOX 1831 LADY BIRD LANE | JOHNSON CITY | TX | 78636 | NONE | EXEMPT | TO ENHANCE AND HISTORICALLY PRESERVE THE PARK BY ATTACTING AND WELCOMING VISITORS IN ORDER TO CREATE A DYNAMIC FACILITY | $1,000 | |
| GERALD R FORD PRESIDENTIAL FOUNDATION | ||||||||
| 303 PEARL STREET NW | GRAND RAPIDS | MI | 49504 | NONE | EXEMPT | PRESIDENTIAL LIBRARY | $500 | |
| HELPING HAND HOME FOR CHILDREN | ||||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | NONE | EXEMPT | TO PROVIDE A NUTURING AND THERAPEUTIC HOME FOR CHILDREN AND TO RESTORE EACH CHILD TO A HEALTHY FAMILY SETTING | $2,500 | |
| JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL ROAD SUITE 550 | VIENNA | VA | 22182 | NONE | EXEMPT | SAVE CHIMPANZEES | $5,000 | |
| JUNIOR ACHIEVEMENT OF CENTRAL TEXAS | ||||||||
| PO BOX 684571 | AUSTIN | TX | 78768 | NONE | EXEMPT | PREPARES YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY | $1,000 | |
| 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 | $5,000 | |
| LBJ FOUNDATION | ||||||||
| 2313 RED RIVER STREET | AUSTIN | TX | 78705 | NONE | EXEMPT | ASSIST IN PREPARING THE NEXT GENERATION OF LEADERS | $45,000 | |
| NAVAL AVIATION MUSEUM FOUNDATION | ||||||||
| PO BOX 33104 1750 RADFORD BLVD | NAS PENSACOLA | FL | 32508 | NONE | EXEMPT | EDUCATE THE PUBLIC | $5,000 | SUITE B |
| NAVAL INTELLIGENCE PROFESSIONALS | ||||||||
| PO BOX 11579 | BURKE | VA | 220091579 | NONE | EXEMPT | PUBLIC EDUCATION AND THE IMPORTANCE OF NAVAL INTELLIGENCE AND INTELLIGENCE COMMUNITY ACTIVITIES | $2,500 | |
| PUBLIC AGENDA | ||||||||
| 6 EAST 39TH STREET | NEW YORK | NY | 10016 | NONE | EXEMPT | EXPLORE PUBLIC OPINION AND PROVIDE CITIZEN EDUCATION | $2,500 | |
| RAINFOREST PARTNERSHIP | ||||||||
| 800 W 34TH ST SUITE - 105 | AUSTIN | TX | 78705 | NONE | EXEMPT | PROTECT AND REGENERATE TROPICAL RAINFORESTS | $2,500 | |
| SENTINELS OF FREEDOM SCHOLARSHIP FOUNDATION | ||||||||
| PO BOX 1316 | SAN RAMON | CA | 94583 | NONE | EXEMPT | ASSISTS SEVERLY WOUNDED AND INJURED POST 9/11 VETERANS SUCCESSFULLY COMPLETE HIGH EDUCATION | $1,000 | |
| SOUND OFF SUPPORTING VETERANS ON THEIR TERMS | ||||||||
| 4040 BROADWAY SUITE 501 | SAN ANTONIO | TX | 78201 | NONE | EXEMPT | SUPPORT FOR VETERANS | $2,500 | |
| SOUTHWESTERN UNIVERSITY | ||||||||
| PO BOX 770 | GEORGETOWN | TX | 78627 | NONE | EXEMPT | EDUCATION | $1,000 | |
| ST JAMES SCHOOL | ||||||||
| 17641 COLLEGE ROAD | ST JAMES | MD | 21781 | NONE | EXEMPT | EDUCATION | $1,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| 1 UNIVERSITY STATION G1050 | AUSTIN | TX | 78712 | NONE | EXEMPT | EDUCATION | $8,000 | |
| ZACH THEATRE CAPITAL CAMPAIGN | ||||||||
| 1510 TOOMEY ROAD | AUSTIN | TX | 78704 | NONE | EXEMPT | FOSTERING ARTISTIC EDUCATION & EXPRESSION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,500 | 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 | $474 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,611 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$56,800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$8,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$8,715 | 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 | $8,426 | Amt |
| Net Investment Income | $2,781 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,645 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVALONBAY COMNTYS INCORPORATED REIT | $9,125 | $6,417 |
| CROWN CASTLE | $6,495 | $10,825 |
| DIGITAL RLTY | $16,953 | $19,810 |
| EXTRA SPACE STORAGE INC | $6,457 | $8,110 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $8,311 | $11,058 |
| ACCENTURE PLC IRELAND SHS CLASS A | $17,901 | $25,860 |
| ADVANCED MICRO DEVICES INC | $39,891 | $41,086 |
| ALLSTATE CORPORATION | $27,065 | $29,241 |
| AMAZON.COM INC | $23,424 | $22,799 |
| AMEREN CORPORATION | $11,696 | $12,490 |
| AMERICAN ELEC PWR COMPANY INCORPORATED | $13,589 | $13,157 |
| ANALOG DEVICES INC | $17,704 | $22,307 |
| APPLE INCORPORATED | $17,187 | $51,484 |
| AT&T INCORPORATED | $12,441 | $11,705 |
| AUTOMATIC DATA PROCESSING INCORPORATED | $17,009 | $18,677 |
| AVANTOR INC | $11,223 | $15,088 |
| AVERY DENNISON CORPORATION | $7,923 | $9,927 |
| BANK AMER CORPORATION | $41,585 | $44,616 |
| BAXTER INTERNATIONAL | $10,379 | $11,314 |
| BEST BUY | $7,696 | $7,384 |
| BLACKROCK INCORPORATED | $10,896 | $18,760 |
| BRISTOL MYERS SQUIBB | $18,755 | $24,564 |
| BROADCOM INCORPORATED | $28,313 | $45,974 |
| CHEVRON CORPORATION NEW | $43,335 | $31,753 |
| CHIPOTLE MEXICAN GRILL INC | $22,660 | $22,187 |
| CHUBB LIMITED | $28,501 | $30,014 |
| CISCO SYSTEMS INCORPORATED | $29,978 | $41,081 |
| CITRIX SYSTEMS INC | $9,698 | $9,497 |
| CME GROUP INCORPORATED | $21,597 | $20,208 |
| CMS ENERGY CORPORATION | $9,261 | $10,067 |
| COMCAST CORPORATION | $38,904 | $48,837 |
| CONOCOPHILLIPS | $13,462 | $8,918 |
| CUMMINS INCORPORATED | $9,163 | $13,626 |
| DEERE & COMPANY | $7,426 | $14,260 |
| DTE ENERGY COMPANY | $5,611 | $8,134 |
| DUKE ENERGY CORPORATION NEW COM NEW | $4,826 | $4,944 |
| EATON CORPORATION PLC SHS | $13,254 | $16,699 |
| EBAY INCORPORATED | $17,545 | $19,698 |
| EOG RES INCORPORATED | $9,585 | $9,276 |
| EVERSOURCE ENERGY | $10,610 | $12,457 |
| FIDELITY NATL INFORMATION | $12,220 | $12,731 |
| FIRST TRUST DOW JONES INTERNET INDEX | $27,984 | $31,748 |
| FIRST TRUST NASDAQ 100 | $27,733 | $33,827 |
| GILEAD SCIENCES | $7,513 | $6,991 |
| HERSHEY COMPANY | $8,147 | $9,444 |
| HOME DEPOT INCORPORATED | $32,476 | $44,890 |
| HONEYWELL INTERNATIONAL | $19,787 | $41,264 |
| INTERNATIONAL BUSINESS | $37,011 | $35,372 |
| ISHARES NASDAQ | $28,862 | $28,480 |
| ISHARES S&P MID CAP | $28,035 | $31,488 |
| JOHNSON & JOHNSON | $53,385 | $64,526 |
| JPMORGAN CHASE & COMPANY | $48,392 | $57,817 |
| KIMBERLY CLARK | $16,488 | $17,123 |
| KLA-TENCOR CORPORATION | $12,286 | $30,551 |
| LAM RESEARCH | $14,122 | $37,782 |
| LILLY ELI & COMPANY | $18,572 | $27,014 |
| LOCKHEED MARTIN | $38,751 | $39,403 |
| MARSH & MCLENNAN | $23,834 | $29,133 |
| MCDONALDS CORPORATION | $13,145 | $14,162 |
| MEDTRONIC PLC SHS | $21,465 | $26,591 |
| MERCK & COMPANY | $46,172 | $47,526 |
| MICROSOFT CORPORATION | $37,143 | $66,726 |
| MONDELEZ INTERNATIONAL INC | $11,007 | $12,630 |
| NEXTERA ENERGY CORP | $11,267 | $17,590 |
| NORTHERN TR CORPORATION | $20,356 | $20,398 |
| NORTHROP GRUMAN CORPORATION | $13,388 | $11,884 |
| PACKAGING CORPORATION | $3,640 | $5,654 |
| PARKER HANNIFIN CORPORATION | $10,416 | $18,524 |
| PAYPAL HOLDINGS | $28,278 | $31,149 |
| PEPSICO INCORPORATED | $23,431 | $27,139 |
| PHILIP MORRIS | $18,009 | $19,124 |
| PHILLIPS 66 | $8,603 | $8,952 |
| PINNACLE WEST CAP CORPORATION | $4,843 | $5,037 |
| PNC FINL SVCS GROUP | $22,193 | $27,416 |
| PRICE T ROWE | $13,180 | $18,470 |
| PROCTER AND GAMBLE | $27,536 | $37,011 |
| RINGCENTRAL INC | $22,668 | $26,149 |
| SONOCO PRODUCTS | $10,138 | $9,717 |
| SPDR S&P 500 ETF | $27,363 | $31,780 |
| SPDR SERIES TRUST SPDR NYSE TECH ETF | $58,170 | $59,791 |
| STARBUCKS | $33,885 | $37,229 |
| TARGET | $27,542 | $45,545 |
| TE CONNECTIVITY LIMITED REG SHS | $8,337 | $11,623 |
| TECHNOLOGY INDEX ETF | $55,330 | $66,428 |
| TEXAS INSTRS INCORPORATED | $26,553 | $41,361 |
| TRUIST FINL CORPORATION | $18,888 | $29,758 |
| UNION PACIFIC CORPORATION | $38,916 | $48,515 |
| UNITED PARCEL SERVICE | $15,210 | $20,040 |
| UNITEDHEALTH GROUP | $19,132 | $27,704 |
| US BANCORP DEL COM NEW | $21,196 | $19,987 |
| VANGUARD MEGA CAP GROWTH ETF | $28,798 | $29,544 |
| VANGUARD SMALL CAP ETF | $28,307 | $30,759 |
| VERIZON COMMUNICATIONS INC | $23,304 | $22,913 |
| WALMART INCORPORATED | $16,962 | $22,920 |
| WASTE MGMT INCORPORATED DEL | $18,484 | $19,930 |
| WEC ENERGY GROUP | $13,023 | $14,909 |
| WORKDAY INC. | $22,368 | $23,482 |
| XCEL ENERGY INCORPORATED | $12,295 | $14,267 |
| ZENDESK INC. | $11,057 | $15,886 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $260 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $27,110 | Amt |
| Net Investment Income | $27,110 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $23 | Amt |
| Net Investment Income | $23 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |