INMAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INMAN FOUNDATION (EIN 74-2833552)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-19
- IRS object ID
- 202031409349100313
- Schema version
- 2019v5.1
- 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
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-19T11:09:33-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANA MCCARTNEY | PreparerPersonNm |
| PTIN | P01302365 | PTIN |
| Phone | 5123703200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.113.30.104 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-19 | IPDt |
| IP Tm | 10:53:58 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Federal Original Submission Id | 74294020201350361e97 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1F4735CDAE6105107B7C5C5924E34519D7D7579C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,606,208 | 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 | $9,997 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,997 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,556 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$130,664 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,901,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$65,111 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,553 | 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 | $8,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,920 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,840 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,917 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,917 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,715 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,715 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,567 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $116,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $116,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,567 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,840 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$223,518 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,986 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $394,633 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $126,407 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $126,407 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $90,885 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $90,956 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $579,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,041,854 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,359,100 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $966,209 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,181 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $29,745 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $561,378 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,501,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,285,327 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,606,208 | 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 | -$1,451,153 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,667,106 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,501,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,285,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,501,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,285,327 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,501,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$223,518 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,565 | OtherIncreasesAmt |
| Subtotal | $2,285,327 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,285,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - 8945 | P | $246,614 | $276,584 | -$29,970 | -$29,970 |
| PUBLICLY TRADED SECURITIES - R250 | P | $19,182 | $34,852 | -$15,670 | -$15,670 |
| PUBLICLY TRADED SECURITIES - H857 | P | $1,635,854 | $1,720,957 | -$85,103 | -$85,103 |
| CAPITAL GAINS DIVIDENDS | P | $79 | $79 | $79 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$130,664 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,449,128 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046241 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,434 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,544,653 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051258 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $129,107 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,451,602 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052662 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $137,947 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,635,043 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052351 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $132,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,809,522 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046983 | DistributionYr5Rt |
| Total Distribution | 0.249495 | TotalDistributionRt |
| Average Distribution | 0.049899 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,488,119 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $124,155 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $124,445 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $121,840 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $580 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $580 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,900 | OverpaymentAmt |
| Applied To ES Tax | $2,900 | 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 | $2,207,522 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $318,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,526,009 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,526,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,488,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $580 | TotalTaxAmt |
| Distributable Before Adj | $123,826 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $123,826 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $123,826 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,840 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,840 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,840 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,826 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $118,982 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,840 | QualifyingDistributionsAmt |
| Applied To Year1 | $118,982 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,858 | 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 | $120,968 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| 1200 EAST CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | EXEMPT | ART EXHIBITION & EDUCATION | $25,000 | |
| CASA OF TRAVIS COUNTY | ||||||||
| 6330 HWY 290 E STE 350 | AUSTIN | TX | 78723 | NONE | EXEMPT | SUPPORT PROVISION OF COURT APPOINTED SPECIAL ADVOCATE | $2,500 | |
| CENTER FOR EXCELLENCE IN EDUCATION | ||||||||
| 8201 GREENSBORO DR STE 215 | MCLEAN | VA | 22102 | NONE | EXEMPT | EDUCATION | $2,500 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | NONE | EXEMPT | AIMS TO PROVIDE INSIGHTS INTO INTERNATIONAL AFFAIRS AND TO DEVELOP NEW IDEAS FOR US FOREIGN POLICY | $5,000 | |
| GERALD R FORD PRESIDENTIAL FOUNDATION | ||||||||
| 303 PEARL STREET NW | GRAND RAPIDS | MI | 49504 | NONE | EXEMPT | PRESIDENTIAL LIBRARY | $500 | |
| JANE GOODALL INSTITUTE | ||||||||
| 1595 SPRING HILL ROAD SUITE 550 | VIENNA | VA | 22182 | NONE | EXEMPT | SAVE CHIMPANZEES | $1,000 | |
| KEY TO CHANGE | ||||||||
| PO BOX 16787 | SEATTLE | WA | 98116 | NONE | EXEMPT | CHANGE COMMUNITY THROUGH MUSIC AND EDUCATION | $5,000 | |
| LADY BIRD JOHNSON WILDFLOWER CENTER | ||||||||
| 4801 LACROSSE AVENUE | AUSTIN | TX | 78739 | NONE | EXEMPT | CONSERVATION OF NATIVE WILDFLOWERS | $1,000 | |
| LBJ FOUNDATION | ||||||||
| 2313 RED RIVER STREET | AUSTIN | TX | 78705 | NONE | EXEMPT | ASSIST IN PREPARING THE NEXT GENERATION OF LEADERS | $20,000 | |
| NAVAL AVIATION MUSEUM FOUNDATION | ||||||||
| PO BOX 31104 1750 RADFOR BOULEVARD | NAS PENSACOLA | FL | 32508 | NONE | EXEMPT | DISPLAY HISTORIC NAVAL AVIATION & EDUCATE | $1,000 | SUITE B |
| PUBLIC AGENDA | ||||||||
| 6 EAST 39TH STREET | NEW YORK | NY | 10016 | NONE | EXEMPT | EXPLORE PUBLIC OPINION AND PROVIDE CITIZEN EDUCATION | $5,000 | |
| RAINFOREST PARTNERSHIP | ||||||||
| 800 W 34TH ST SUITE - 105 | AUSTIN | TX | 78705 | NONE | EXEMPT | PROTECT AND REGENERATE TROPICAL RAINFORESTS | $1,000 | |
| SAINT JAMES SCHOOL | ||||||||
| 1941 WEBBERVILLE RD | AUSTIN | TX | 78702 | NONE | EXEMPT | EDUCATION | $5,000 | |
| 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 | |
| SOUND-OFF | ||||||||
| 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 | $2,500 | |
| TADSAW INC | ||||||||
| 13423 BLANCO ROAD | SAN ANTONIO | TX | 78216 | NONE | EXEMPT | IMPROVING LIVES OF VETERANS BY PROVIDING SERVICE DOGS FOR MEDICAL ALERT SERVICES | $2,500 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| 1 UNIVERSITY STATION G1050 | AUSTIN | TX | 78712 | NONE | EXEMPT | EDUCATION | $21,500 | |
| TYLER JUNIOR COLLEGE FOUNDATION | ||||||||
| PO BOX 9020 | TYLER | TX | 75711 | NONE | EXEMPT | EDUCATION | $2,500 | |
| US NAVAL INSTITUTE | ||||||||
| PO BOX 10422 | MCLEAN | VA | 22102 | NONE | EXEMPT | ADVANCE KNOWLEDGE IN THE ART OF NAVAL & MARITIME INT | $2,500 | |
| 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 | $116,000 | 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 | $9,997 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,556 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$130,664 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$65,111 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$65,111 | 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 | $8,760 | Amt |
| Net Investment Income | $2,920 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,840 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CROWN CASTLE | $7,449 | $10,946 |
| DIGITAL RLTY | $18,732 | $18,799 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (90 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $15,094 | $16,582 |
| ABBOTT LABS | $9,137 | $9,641 |
| ACCENTURE PLC IRELAND SHS CLASS A | $18,969 | $22,110 |
| ALLSTATE CORPORATION | $22,456 | $23,727 |
| AMEREN CORPORATION | $14,474 | $15,206 |
| AMERICAN ELEC PWR COMPANY INCORPORATED | $15,564 | $17,106 |
| APPLE INCORPORATED | $31,008 | $51,389 |
| AT&T INCORPORATED | $13,939 | $17,820 |
| AUTOMATIC DATA PROCESSING INCORPORATED | $19,095 | $20,290 |
| BANK AMER CORPORATION | $36,395 | $45,645 |
| BAXTER INTERNATIONAL | $12,881 | $14,634 |
| BLACKROCK INCORPORATED | $11,734 | $14,076 |
| BRISTOL MYERS SQUIBB | $20,660 | $28,115 |
| BROADCOM INCORPORATED | $25,031 | $30,338 |
| CHEVRON CORPORATION NEW | $42,038 | $43,866 |
| CHUBB LIMITED | $29,962 | $31,910 |
| CISCO SYSTEMS INCORPORATED | $33,811 | $50,502 |
| CME GROUP INCORPORATED | $23,327 | $24,086 |
| CMS ENERGY CORPORATION | $12,349 | $13,825 |
| COMCAST CORPORATION | $36,021 | $39,394 |
| CONOCOPHILLIPS | $22,402 | $24,646 |
| CUMMINS INCORPORATED | $9,774 | $11,453 |
| DEERE & COMPANY | $7,426 | $9,183 |
| DISNEY WALT COMPANY COM | $19,731 | $21,550 |
| DOMINION ENERGY | $8,622 | $9,441 |
| DOW INCORPORATED | $9,635 | $11,165 |
| EPAM SYSTEMS INC | $25,141 | $25,035 |
| EVERSOURCE ENERGY | $13,852 | $15,993 |
| EXXON MOBIL CORPORATION | $23,788 | $23,376 |
| FIRST TRUST NASDAQ 100 | $43,694 | $45,746 |
| GILEAD SCIENCES | $8,515 | $8,837 |
| HERSHEY COMPANY | $9,198 | $10,289 |
| HOME DEPOT INCORPORATED | $34,753 | $39,527 |
| HONEYWELL INTERNATIONAL | $20,563 | $35,931 |
| INGERSOLL-RAND PLC SHS | $19,980 | $22,331 |
| INTEL CORPORATION | $28,907 | $39,082 |
| INTERNATIONAL BUSINESS | $31,517 | $32,304 |
| INVESCO QQQ TR | $43,837 | $45,286 |
| ISHARES - RUSSELL MIDCAP GROWTH | $49,960 | $56,455 |
| ISHARES - US MEDICAL DEVICES | $56,113 | $61,587 |
| JOHNSON & JOHNSON | $52,328 | $58,348 |
| JPMORGAN CHASE & COMPANY | $52,858 | $69,282 |
| KIMBERLY CLARK | $18,159 | $19,257 |
| KLA-TENCOR CORPORATION | $15,826 | $27,082 |
| LAM RESEARCH | $17,299 | $28,655 |
| LILLY ELI & COMPANY | $20,087 | $22,737 |
| LOCKHEED MARTIN | $42,143 | $47,115 |
| M & T BK CORPORATION | $7,713 | $8,148 |
| MARSH & MCLENNAN | $25,844 | $30,081 |
| MCDONALDS CORPORATION | $16,332 | $16,204 |
| MEDTRONIC PLC SHS | $20,584 | $24,051 |
| MERCK & COMPANY | $48,808 | $55,752 |
| MICROSOFT CORPORATION | $48,781 | $62,134 |
| MONDELEZ INTERNATIONAL INC | $12,281 | $13,274 |
| NEXTERA ENERGY CORP | $12,650 | $15,498 |
| NORTHERN TR CORPORATION | $10,242 | $10,199 |
| NORTHROP GRUMAN CORPORATION | $11,366 | $11,351 |
| PACKAGING CORPORATION | $3,996 | $5,040 |
| PARKER HANNIFIN CORPORATION | $11,029 | $14,819 |
| PEPSICO INCORPORATED | $25,992 | $27,744 |
| PFIZER INCORPORATED | $16,246 | $19,590 |
| PHILIP MORRIS | $19,178 | $20,932 |
| PNC FINL SVCS GROUP | $20,067 | $25,062 |
| PRICE T ROWE | $14,096 | $15,961 |
| PRINCIPAL FINL GROUP INCORPORATED | $9,593 | $10,065 |
| PROCTER AND GAMBLE | $30,849 | $37,220 |
| SERVICENOEW INC | $25,200 | $25,126 |
| SONOCO PRODUCTS | $11,251 | $11,233 |
| SPDR DOW JONES INDL | $61,262 | $63,007 |
| SPDR S&P DIVIDEND | $31,585 | $27,215 |
| SPDR S&P TRUST | $25,133 | $35,083 |
| SUNCOR ENERGY | $10,763 | $11,489 |
| TARGET | $12,924 | $17,693 |
| TEXAS INSTRS INCORPORATED | $28,555 | $34,767 |
| TJX COMPANIES | $9,752 | $11,846 |
| TRUIST FINL CORPORATION | $18,858 | $22,641 |
| UNION PACIFIC CORPORATION | $42,089 | $45,559 |
| UNITED PARCEL SERVICE | $15,210 | $13,930 |
| UNITEDHEALTH GROUP | $12,591 | $14,993 |
| US BANCORP DEL COM NEW | $19,512 | $23,005 |
| VALERO ENERGY | $9,761 | $13,017 |
| VANGUARD MID CAP | $32,007 | $34,389 |
| VERIZON COMMUNICATIONS INC | $18,645 | $18,973 |
| VERTEX PHARMACEUTICALS INC | $24,556 | $26,712 |
| VISA INC CLASS A | $25,447 | $30,064 |
| WALMART INCORPORATED | $17,969 | $21,035 |
| WASTE MGMT INCORPORATED DEL | $20,671 | $21,538 |
| WEC ENERGY GROUP | $14,551 | $16,694 |
| WELLS FARGO COMPANY NEW | $24,130 | $28,837 |
| XCEL ENERGY INCORPORATED | $13,732 | $15,174 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $90,885 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $90,956 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | 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 | $7,565 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $27,917 | Amt |
| Net Investment Income | $27,917 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $252 | $252 | $0 |
| TAX FILING FEES | $5,463 | $5,463 | $0 |