SHEPHERD 5 POINTS FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHEPHERD 5 POINTS FAMILY FOUNDATION (EIN 45-3820534)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2020-08-31
- IRS object ID
- 202032449349100328
- Schema version
- 2018v3.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-31T17:44:26-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271937120 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5633 RICHMOND AVE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453820534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHERD 5 POINTS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEP | BusinessNameControlTxt |
| Phone | 5124584338 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2702 VERDEBANK CIRCLE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN BEASLEY SHEPHERD | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5124584338 | PhoneNum |
| Signature | 2020-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA NGUYEN CPA | PreparerPersonNm |
| PTIN | P01056405 | PTIN |
| Phone | 2815644444 | PhoneNum |
| Preparation | 2020-08-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-31 | IPDt |
| IP Tm | 17:44:26 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A9905AFED6E303F4052EFDF80B328007979CF8A1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C029BFB49ECC7C1557D1FA1707E0721EEDD4D5A3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $4,966,556 | 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 | $5,314 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,314 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,768 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,768 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,200,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,519 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $184,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,601 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,988 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,987 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,008 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,008 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,004 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $604 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,991 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $208,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $208,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,711 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,711 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,110 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,001 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $797,174 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $364,505 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $364,506 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,383,801 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,761,643 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,489,869 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $113,689 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $118,355 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $111,654 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $476 | OtherAssetsBOYAmt |
| Other Assets EOY | $527 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $527 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,295,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,245,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,966,556 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,295,140 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,245,030 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,295,140 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,245,030 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,295,140 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,245,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,295,140 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,110 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,245,030 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,245,030 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN ASSETS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,199,922 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,055,500 | CostOrOtherBasisAmt |
| Gain Or Loss | $144,422 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $144,422 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,519 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $144,519 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $205,082 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $867,333 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.236451 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $148,638 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $598,327 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.248423 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $161,199 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $778,386 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.207094 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $145,784 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $918,048 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.158798 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $136,506 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $908,137 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.150314 | DistributionYr5Rt |
| Total Distribution | 1.001080 | TotalDistributionRt |
| Average Distribution | 0.200216 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,492,718 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,299,946 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,640 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,301,586 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $210,711 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,280 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,280 | SubtotalAmt |
| Tax Based On Investment Income | $3,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $527 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,327 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $106 | EsPenaltyAmt |
| Tax Due | $1,059 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EUGENE SHEPHERD JR | IndividualWithBooksNm |
| Phone | 5124584338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2702 VERDEBANK CIRCLE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBIN BEASLEY SHEPHERD | ||||||||
| 2702 VERDEBANK CIRCLE | AUSTIN | TX | 78703 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROBIN BEASLEY SHEPHERD | ||||||||
| 2702 VERDEBANK CIRCLE | AUSTIN | TX | 78703 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JAMES L SHEPHERD | ||||||||
| 214 WESTMORELAND STREET | HOUSTON | TX | 77006 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,271,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $319,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $527 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,591,592 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,591,592 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,874 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,492,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $324,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $324,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,280 | TotalTaxAmt |
| Distributable Before Adj | $321,356 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $321,356 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $321,356 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,711 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $210,711 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $210,711 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $321,356 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $91,917 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $101,180 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $124,108 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $119,612 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $168,413 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $605,230 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $210,711 | QualifyingDistributionsAmt |
| Applied To Current Year | $210,711 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $110,645 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $110,645 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $494,585 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $494,585 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $82,452 | ExcessFromYear4Amt |
| Excess From Year3 | $124,108 | ExcessFromYear3Amt |
| Excess From Year2 | $119,612 | ExcessFromYear2Amt |
| Excess From Year1 | $168,413 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CENTRAL TEXAS FOOD BANK | ||||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | NONE | PC | NOURISH HUNGRY PEOPLE | $3,300 | |
| NICK FINNEGAN COUNSELING CENTER | ||||||||
| 2714 JOANEL ST | HOUSTON | TX | 77027 | NONE | PC | PROVIDE AFFORDABLE COUNSELING | $5,000 | |
| CHRISTIAN COMMUNITY SERVICE CENTER | ||||||||
| 3224 MERCER STREET | HOUSTON | TX | 77027 | NONE | PC | SERVE POOR, HUNGRY, DISABLED, NEEDY | $33,333 | |
| GOOD SHEPHERD EPISCOPAL CHURCH | ||||||||
| 3201 WINDSOR ST | AUSTIN | TX | 78703 | NONE | RELIGIOUS | BUILDING A COMMUNITY GROWING IN LOVE | $52,500 | |
| BEYOND BATTEN DISEASE FOU | ||||||||
| PO BOX 50221 | AUSTIN | TX | 78763 | NONE | PC | SUPPORTS RESEARCH, TREATMENT FOR CHI | $5,000 | |
| BOY SCOUTS CAPITAL AREA COUNCIL | ||||||||
| 12500 NORTH IH-35 | AUSTIN | TX | 78753 | NONE | PC | FUND VRS SCOUTING PROJECTS | $500 | |
| CITY SCHOOL | ||||||||
| 1844 TERI ROAD | AUSTIN | TX | 78744 | ECONOMICALLY DIVERSE, CHALLENGE | $5,000 | |||
| COMMUNITIES IN SCHOOLS | ||||||||
| 3000 SOUTH IH-35 SUITE 20 | AUSTIN | TX | 78704 | DROPOUT PREVENTION ORGANIZATION | $500 | |||
| SMALL STEPS NURTURING CENTER | ||||||||
| 2902 JENSEN DRIVE | HOUSTON | TX | 77026 | PROVIDE HIGH QUALITY EDUCATION, SOCI | $2,500 | |||
| SMU MOTHERS AND DADS CLUB | ||||||||
| 3140 DYER STREET | DALLAS | TX | 75275 | NONE | EDUCATIONAL | PROVIDE AND SUPPORT PROGRAMS | $250 | |
| PEASE PARK CONSERVANCY | ||||||||
| 1609 SHOAL CREEK BLVD | AUSTIN | TX | 78701 | NONE | PC | SUPPORT OF PUBLIC GREEN SPACE | $1,000 | SUITE 305 |
| LSU FOUNDATION | ||||||||
| 3796 NICHOLSON DRIVE | BATON ROUGE | LA | 70802 | NONE | EDUCATIONAL | EDUCATIONAL | $375 | |
| JUVENILE DIABETES | ||||||||
| 3420 EXECUTIVE CENTER | AUSTIN | TX | 78731 | NONE | PC | FUND PROGRAMS TO CURE, PREVENT, T1D | $19,080 | SUITE 108 |
| KIPP | ||||||||
| 8509 FM 969 | AUSTIN | TX | 78724 | NONE | PC | FUND PROGRAMS FOR DISADVANTED | $13,850 | |
| ST ANDREWS EPISCOPAL SCHOOL | ||||||||
| 1112 WEST 31ST STREET | AUSTIN | TX | 78705 | NONE | EDUCATIONAL | HELP YOUNG ACHIEVE POTENTIAL | $14,750 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 4009 BANISTER LANE | AUSTIN | TX | 78704 | NONE | PC | FUND CANCER RESEARCH | $20,000 | SUITE 200 |
| SPRING SPIRIT BASEBALL | ||||||||
| 8526 PITNER ROAD | HOUSTON | TX | 77080 | NONE | PC | HELP YOUTH REALIZE OPPORTUNITIES | $180 | |
| THE FRONT PORCH | ||||||||
| 209 W 27TH STREET | AUSTIN | TX | 78705 | NONE | PC | PROGRAMS TO CREATE OPPORTUNITIES | $4,000 | |
| TRINITY CENTER | ||||||||
| 304 E 7TH STREET | AUSTIN | TX | 78701 | NONE | PC | SERVE SPIRITUAL, EMOTIONAL NEEDS | $13,002 | |
| AMERICAN RED CROSS | ||||||||
| 2218 PERSHING DRIVE | AUSTIN | TX | 78723 | NONE | PC | PROVIDE CARE TO THOSE IN NEED | $1,500 | |
| UNIVERSITY OF TEXAS | ||||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | EDUCATIONAL | EDUCATIONAL | $1,000 | |
| CAMP KESEM - UT | ||||||||
| 10586 WEST PICO BLVD | LOS ANGELES | CA | 90064 | NONE | PC | HELP YOUTH IMPACTED BY PARENTAL CANC | $500 | |
| PHI GAMMA DELTA EDUCATIONAL FOUNDAT | ||||||||
| PO BOX 4769 | AUSTIN | TX | 78765 | NONE | PC | PROVIDE FUNDS FOR EDUCATIONAL NEEDS | $5,000 | |
| UNIVERSITY OF HOUSTON | ||||||||
| 4800 CALHOUN ROAD | HOUSTON | TX | 77204 | NONE | EDUCATIONAL | EDUCATIONAL | $500 | |
| SMU | ||||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | NONE | EDUCATIONAL | EDUCATIONAL | $5,000 | |
| GEM USA | ||||||||
| 18950 BASE CAMP RD | MONUMENT | CO | 80132 | NONE | RELIGIOUS | RELIGIOUS | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPIT | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | ADVANCE CURES FOR PEDI DISEASE | $100 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $208,720 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,314 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,768 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,519 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $184,601 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $184,601 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,975 | Amt |
| Net Investment Income | $1,988 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,987 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TEXAS LAW PROVIDES THAT A NON-PROFIT ENTITY DOES NOT HAVE TO FILE REPORTS WITH THE STATE IF THEY HAVE BEEN GRANTED EXEMPTION AS A QUALIFYING 501(C) ORGANIZATION. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $3,711 | $3,049 |
| ABBOTT LABORATORIES | $28,213 | $31,825 |
| ABBVIE INC | $18,140 | $19,544 |
| ACUITY BRANDS, INC. | $3,201 | $2,644 |
| AIRBUS SE ADR | $32,945 | $29,850 |
| ALIBABA GROUP HOLDING LTD SPON | ||
| ALPHABET INC CL C | $4,371 | $4,180 |
| ANALOG DEVICES INC. | $7,325 | $7,295 |
| APPLE INC | $15,819 | $39,435 |
| APTIV PLC CMN | ||
| ARTHUR J GALLAGHER & CO | ||
| AT&T INC | $33,206 | $26,542 |
| AUTOZONE INC | $2,613 | $3,353 |
| BANK OF AMERICA CORP | $23,736 | $20,057 |
| BECTON, DICKINSON AND COMPANY | $32,316 | $32,897 |
| BEIRSDORF AG UNPONSORED ADR | $2,204 | $1,938 |
| BERKSHIRE HATHAWAY | $49,798 | $56,150 |
| BJ'S WHOLESALE CLUB HOLDINGS | $25,867 | $23,379 |
| BOSTON SCIENTIFIC CORP. | $9,543 | $10,779 |
| BROADCOM LIMITED | ||
| BROADCOM LIMITED | ||
| BROADRIDGE FINANCIAL SOLUTIONS | ||
| CAMECO CORPORATION | $17,252 | $20,180 |
| CARMAX INC. | $8,493 | $7,904 |
| CHARTER COMMUNICATIONS INC | ||
| CHECK POINT SOFTWARE TECH | $1,517 | $1,540 |
| CITIGROUP INC | $13,956 | $10,152 |
| CME GROUP INC. | $3,206 | $3,608 |
| COCA-COLA COMPANY | $13,181 | $14,394 |
| COLGATE-PALMOLIVE | $3,067 | $2,619 |
| CONSTELLATION BRANDS | $6,985 | $5,468 |
| DIAMONDBACK ENERGY INC COM | $3,753,908 | $3,450,201 |
| ECOLAB INC. | $22,572 | $22,467 |
| ELANCO ANIMAL HEALTH | $1,984 | $1,955 |
| ELECTRONIC ARTS | $20,358 | $15,624 |
| ESTEE LAUDER COS INC | $8,955 | $12,620 |
| FACTSET RESEARCH SYSTEMS INC | $2,094 | $2,001 |
| FEDEX CORPORATION | $3 | |
| FIFTH THIRD BANCORP | $10,700 | $10,830 |
| GENERAL DYNAMICS | $39,987 | $38,045 |
| GENERAL MILLS INC | $5,431 | $5,607 |
| GRACO INC. | $3,120 | $2,930 |
| GRIFOLS | ||
| HALLIBURTON COMPANY | ||
| HONEYWELL INTL INC | $19,834 | $18,365 |
| INTEL CORPORATION | $5,636 | $5,256 |
| IPG PHOTONICS CORPORATION | ||
| JOHNSON & JOHNSON | $5,170 | $5,162 |
| JPMORGAN CHASE | $24,203 | $21,867 |
| KANSAS CITY SOUTHERN | $9,404 | $8,431 |
| KNIGHT-SWIFT TRANSPORTATION | $18,640 | $13,588 |
| KOSMOS ENERGY LTD | $26,266 | $16,443 |
| LINDE PLC | $2,452 | $2,341 |
| LOGMEIN INC | $4,910 | $4,731 |
| LOWES COMPANIES INC | $2,678 | $2,863 |
| MASTERCARD INCORPORATED | $13,646 | $21,695 |
| MC DONALDS CORP | $20,592 | $22,196 |
| MEDTRONIC PUBLIC LIMITED | ||
| METTLER-TOLEDO INTL | $2,998 | $2,828 |
| MICROSOFT CORPORATION | $13,005 | $26,408 |
| MOODYS CORP | $20,113 | $21,846 |
| MSCI INC. | $4,122 | $4,128 |
| NEW RESIDENTIAL INVESTMENT COR | $14,781 | $12,268 |
| NEWELL BRANDS INC | ||
| NIKE CLASS B | $2,856 | $3,272 |
| OLD DOMINION FGHT LINES INC | $10,813 | $9,632 |
| ORACLE CORPORATION | $3,790 | $3,341 |
| PEPSICO, INC. | $3,914 | $4,011 |
| PERSPECTA INC | $5,310 | $4,315 |
| PIONEER NATURAL RESOURCES | $7,650 | $5,918 |
| REGIONS FINANCIAL CORPORATION | $18,800 | $15,517 |
| ROCKWELL AUTOMATION | $6,253 | $5,869 |
| ROPER TECHNOLOGIES INC | $29,344 | $27,452 |
| S&P GLOBAL INC | $4,673 | $4,758 |
| SAFRAN SA SPONSORED ADR | $11,219 | $11,025 |
| SCHLUMBERGER LTD | $37 | |
| SHERWIN-WILLIAMS CO | $39,594 | $42,888 |
| SNAP-ON INC | $24,822 | $23,973 |
| SUNTRUST BANKS INC | $11,980 | $11,904 |
| TEXAS INSTRUMENTS INC | $29,561 | $27,500 |
| THE HOME DEPOT, INC | $24,328 | $26,976 |
| THE MIDDLEBY CORPORATION | $2,617 | $2,260 |
| THERMO FISHER SCIENTIFIC INC | $9,716 | $16,349 |
| TIFFANY & CO | $1,905 | $1,540 |
| TIME WARNER CO | ||
| TJX COMPANIES INC | $3,685 | $3,937 |
| TWENTY-FIRST CENTURY FOX INC | ||
| U.S. BANCORP | $3,821 | $3,251 |
| UNITED TECHNOLOGIES CORPORATION | $3,811 | $3,088 |
| UNITEDHEALTH GROUP INC | $17,738 | $34,129 |
| UNIVERSAL HEALTH SVC | $10,976 | $10,957 |
| VARIAN MEDICAL SYSTEMS INC | $2,313 | $2,153 |
| WALT DISNEY COMPANY | $22,162 | $21,309 |
| WESTERN ALLIANCE BANCORP | $1,147 | $790 |
| WORLD WRESTLING ENTERTAINMENT | $8,621 | $10,237 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTABA INC. CLOSE ENDED FUND | AT COST | ||
| ARES CAPITAL CORP MUTUAL FD | AT COST | $21,595 | $20,098 |
| POLARIS GLOBAL VALUE FUND | AT COST | $96,760 | $91,556 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FIT | Desc |
| BOY Book Value | $476 | BOYBookValueAmt |
| EOY Book Value | $527 | EOYBookValueAmt |
| EOYFMV | $527 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OTHER | $4 | $4 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $18,008 | Amt |
| Net Investment Income | $18,008 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $3,400 | |
| FOREIGN TAXES WITHHELD | $453 | $453 |
| OTHER TAXES | $151 | $151 |
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