BETA

CAROL K ENGLER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CAROL K ENGLER FOUNDATION (EIN 75-2403435)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-28
IRS object ID
202032729349100423
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-09-28T14:06:05-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752932433PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1J DAVID JACKSON LCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 WESTGATE PKWY UNIT DAddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP791211100ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752403435EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROL K ENGLER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAROBusinessNameControlTxt
Phone5123693334PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12500 BARTON CREEK BLVD 2510AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78735ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL ENGLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5123693334PhoneNum
Signature2020-09-03SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ DAVID JACKSON CPAPreparerPersonNm
PTINP00681865PTIN
Phone8063423100PhoneNum
Preparation2020-09-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address199.77.132.220IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-03IPDt
IP Tm09:43:21IPTm
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6F90B880A81C2ED20D986FF2B97BD29D4C6B6D43AtSubmissionCreationDeviceId
At Submission Filing Device Id6F90B880A81C2ED20D986FF2B97BD29D4C6B6D43AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$138InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$138InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$138InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$10,845DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,845DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,845DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$30,335NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$326,779GrossSalesPriceAmt
Total Rev And Expnss$41,318TotalRevAndExpnssAmt
Total Net Invst Incm$10,983TotalNetInvstIncmAmt
Total Adj Net Incm$10,983TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,011AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$22,933OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$26,944TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,525ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,525ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$73,469TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$32,151ExcessRevenueOverExpensesAmt
Net Investment Income$10,983NetInvestmentIncomeAmt
Adjusted Net Income$10,983AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$40,741CashBOYAmt
Cash EOY$17,288CashEOYAmt
Other Nts And Loans Rcvbl$30,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$30,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$30,000OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$847,884CorporateStockBOYAmt
Corporate Stock EOY$839,186CorporateStockEOYAmt
Total Assets BOY$918,625TotalAssetsBOYAmt
Total Assets EOY$886,474TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$918,625NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$886,474NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$918,625TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$886,474TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$918,625TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$886,474TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$918,625TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$32,151ExcessRevenueOverExpensesAmt
Subtotal$886,474SubtotalAmt
Tot Net Ast Or Fund Balances EOY$886,474TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$32,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,171,218NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.027664DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,800AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,051,691NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048303DistributionYr2Rt
Adjusted Qlfy Distri Yr3$47,450AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$869,996NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054540DistributionYr3Rt
Adjusted Qlfy Distri Yr4$61,471AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$877,200NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.070076DistributionYr4Rt
Adjusted Qlfy Distri Yr5$64,100AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$841,343NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.076188DistributionYr5Rt
Total Distribution0.276771TotalDistributionRt
Average Distribution0.055354AverageDistributionRt
Net Vl Noncharitable Assets$1,251,214NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$69,260AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$110NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$69,370AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$220InvestmentIncomeExciseTaxAmt
Subtotal$220SubtotalAmt
Tax Based On Investment Income$220TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$220TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROL ENGLERIndividualWithBooksNm
Phone5123693334PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12500 BARTON CREEK BLVD 2510AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78735ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL ENGLER
2500 BARTON CREEK SUITE 2510AUSTINTX78735PRESIDENT000.00$0$0$0
MICHAEL J ENGLER
16 EDGEWATER DRIVEAMARILLOTX79106DIRECTOR000.00$0$0$0
TERESA E RAIZEN
55 NORFOLD ROADARLINGTONMA02476DIRECTOR000.00$0$0$0
SARA E CADY
2519 BEACON STNEWPORT BEACHCA92663DIRECTOR000.00$0$0$0
MARK A ENGLER
1 PINECRESTAMARILLOTX79106DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,207,652AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,616AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,270,268TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,270,268AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,054CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,251,214NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,561MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,561MinimumInvestmentReturnAmt
Tax Based On Investment Income$220TaxBasedOnInvestmentIncomeAmt
Total Tax$220TotalTaxAmt
Distributable Before Adj$62,341DistributableBeforeAdjAmt
Distributable Before Ded$62,341DistributableBeforeDedAmt
Distributable As Adjusted$62,341DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,525ExpensesAndContributionsAmt
Qualifying Distributions$46,525QualifyingDistributionsAmt
Adjusted Qualifying Distri$46,525AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$62,341DistributableAsAdjustedAmt
Undistributed Income PY$3,390UndistributedIncomePYAmt
Qualifying Distributions$46,525QualifyingDistributionsAmt
Applied To Year1$3,390AppliedToYear1Amt
Applied To Current Year$43,135AppliedToCurrentYearAmt
Undistributed Income CY$19,206UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AUSTIN COMMUNITY FOUNDATION
4315 GUADALUPE STAUSTINTX78751GEN. CONTRIBUTION$15,500
AMARILLO AREA FOUNDATION
801 S FILMORE SUITE 700AMARILLTX79101GEN. CONTRIBUTION$10,000
ASCENTION ACADEMY
BOX 50729AMARILLOTX79159GEN. CONTRIBUTION$1,000
CHILDREN LEUKEMIA FUND
807 MANTOLOKING RDBRICKNJ08723GEN. CONTRIBUTION$25
DIOCESE OF AMARILLO SEMINARY BURSE
PO BOX 5644AUSTINTX79117GEN. CONTRIBUTION$10,000
KLRU TV
PO BOX 7158AUSTINTX78713GEN. CONTRIBUTION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,525TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$138RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,845RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$30,335RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$41,318RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,318TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,011Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
OPPENHEIMER2019-01PURCHASE2019-12$73,336$100,536-$27,200
OPPENHEIMER2019-01PURCHASE2019-12$253,443$195,908$57,535

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockOPPENHEIMERStockNm
EOY Book Value$839,186EOYBookValueAmt

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1NOTES RECEIVABLE- CAROL ENGLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$30,000BalanceDueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
INVESTMENT MANAGEMENT FEES$22,783
ADVISORY FEES$150

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