MURAR FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MURAR FOUNDATION INC (EIN 45-1003305)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-03
- IRS object ID
- 201921239349102377
- Schema version
- 2018v3.1
- 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 Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-03T12:25:59-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2699 S BAYSHORE DRIVE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | 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 | 451003305 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURAR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MURA | BusinessNameControlTxt |
| Phone | 5122962973 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 WEST 9TH STREET 406 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY SCHAFFEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5122962973 | PhoneNum |
| Signature | 2019-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A STONE CPA | PreparerPersonNm |
| PTIN | P00082700 | PTIN |
| Phone | 3058585600 | PhoneNum |
| Preparation | 2019-04-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.236.133.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-29 | IPDt |
| IP Tm | 10:51:25 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EAAC8B72311E1C20EC0B1BD4505D0C0CCC37F258 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C5C02CAF17F27A82FC34211A0740CF6598FB1443 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,898,685 | 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 |
| Dividends Rev And Expnss | $191,371 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,731 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $176,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,285,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176,125 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $367,496 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $333,856 | 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 | $4,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,438 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $449 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,035 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,205 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $696,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $696,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $747,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $696,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$379,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $293,213 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $343,870 | CashBOYAmt |
| Cash EOY | $276,150 | CashEOYAmt |
| Cash EOYFMV | $276,150 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,036,249 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $824,868 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $811,443 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,234,631 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,146,401 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,466,014 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,417,040 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,404,368 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,344,238 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $700 | OtherAssetsBOYAmt |
| Other Assets EOY | $840 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $840 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,032,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,652,627 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,898,685 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,032,490 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,652,627 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,032,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,652,627 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,032,490 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,652,627 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,032,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$379,863 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,652,627 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,652,627 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $622,003 | $645,005 | -$23,002 | -$23,002 | |
| PUBLICLY TRADED SECURITIES | $663,514 | $464,505 | $199,009 | $199,009 | |
| CAPITAL GAINS DIVIDENDS | $118 | $118 | $118 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176,125 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $433,871 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,930,430 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048583 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $481,220 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,491,873 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056668 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $395,006 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,704,449 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045380 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $332,104 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,743,715 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,273 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,483,229 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.009914 | DistributionYr5Rt |
| Total Distribution | 0.198527 | TotalDistributionRt |
| Average Distribution | 0.039705 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,220,482 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $366,099 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,932 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $369,031 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $696,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,932 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,932 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,772 | TaxDueAmt |
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 | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY SCHAFFEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5122962973 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 WEST 9TH STREET 406 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY SCHAFFEL | ||||||||
| 901 WEST 9TH STREET 406 | AUSTIN | TX | 78703 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| NEIL SCHAFFEL | ||||||||
| 901 WEST 9TH STREET 406 | AUSTIN | TX | 78703 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER S JUNKER | ||||||||
| 139 PRAIRIE WOLF COURT | DRIPPING SPRINGS | TX | 78620 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERICA MCCASLIN | ||||||||
| 568 CARUSO AVENUE | GLENDALE | CA | 91210 | DIRECTOR | 1.00 | $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 |
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 | $9,204,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,360,895 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,360,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,220,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $461,024 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $461,024 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,932 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,932 | TotalTaxAmt |
| Distributable Before Adj | $458,092 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $458,092 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $458,092 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $696,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $696,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,932 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $693,068 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $458,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $350,109 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $696,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $350,109 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $345,891 | 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 | $112,201 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPALACHAIAN THEATRE OF THE HIGH COUNTRY | |||||||
| PO BOX 11 DTS | BOONE | NC | 28607 | N/A | PUBLIC CHARITY | RESTORATION OF THE OLD APPALACHIAN THEATER IN BOONE, NC | $50,000 |
| APPALACHAIN REGIONAL HEALTHCARE FOUNDATION | |||||||
| PO BOX 2600 | BOONE | NC | 28607 | N/A | PUBLIC CHARITY | PROMOTES PHILANTHROPY ON BEHALF OF THE APPALACHIAN REGIONAL HEALTHCARE SYSTEM | $20,000 |
| ASU FOUNDATION INC | |||||||
| ASU BOX 32064 | BOONE | NC | 28608 | N/A | PUBLIC CHARITY | ENDOWMENT PROMOTING CLASSICAL MUSIC AT THE SUMMER FESTIVAL. | $423,000 |
| AUSTIN OPERA | |||||||
| 3009 INDUSTRIAL TERRACE SUITE 100 | AUSTIN | TX | 78758 | N/A | PUBLIC CHARITY | PERFORMANCE AND EDUCATION OF OPERA TO THE CITY OF AUSTIN. | $30,000 |
| AUSTIN SYMPHONY | |||||||
| 11101 RED RIVER STREET | AUSTIN | TX | 78701 | N/A | PUBLIC CHARITY | PERFORMANCE AND EDUCATION OF SYMPHONIC AND POPULAR ORCHESTRAL MUSIC | $10,000 |
| CAMP FIESTA INC | |||||||
| PO BOX 630218 | WESTON | FL | 33331 | N/A | PUBLIC CHARITY | SUMMER CAMP FOR CHILDREN WITH CANCER | $10,000 |
| FIRST LOUISIANA-MISSISSIPPI INC (FORMERLY BLAST) | |||||||
| 3421 N CAUSWAY BLVD SUITE 805 | METAIRIE | LA | 70002 | N/A | PUBLIC CHARITY | PROMOTION OF ROBOTICS AND SCIENCE FOR CHILDREN | $5,000 |
| HORSEMEN'S DISTRESS FUND INC | |||||||
| 236 HENRY STANFORD ROAD | BRIDGEWATER | CT | 06752 | N/A | PUBLIC CHARITY | PROVIDING HELP TO ARABIAN HORSEMEN IN NEED. | $10,000 |
| JEWISH ADOPTION AND FAMILY CARE OPTIONS (JAFCO) | |||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | N/A | PUBLIC CHARITY | PROVIDES HELP TO CHILDREN WHO HAVE EXPERIENCED ABUSE, NEGLECT AND ABANDONMENT. | $10,000 |
| LAKE GEORGE MUSIC FESTIVAL | |||||||
| 7 STONE PINE LANE | QUEENSBURY | NY | 12804 | N/A | PUBLIC CHARITY | BRINGS TOGETHER MUSICIANS, STUDENTS AND FACULTY FOR TWO WEEKS OF LIVE CLASSICAL MUSICAL PERFORMANCES | $10,000 |
| MOBILE LOAVES AND FISHES INC | |||||||
| 903 S CAPITAL OF TEXAS HWY | AUSTIN | TX | 78746 | N/A | PUBLIC CHARITY | PROVIDES HOUSING AND SERVICES TO THE HOMELESS IN AUSTIN, TX | $10,000 |
| NU DECO ENSEMBLE INC | |||||||
| 3512 ESTEPONA AVENUE | DORAL | FL | 33178 | N/A | PUBLIC CHARITY | CREATE MUSICAL EXPERIENCES TO INSPIRE ARTISTS AND AUDIENCES | $15,000 |
| RED ARENA | |||||||
| 1601 BELL SPRINGS RD | DRIPPING SPRINGS | TX | 78620 | N/A | PUBLIC CHARITY | EQUINE THERAPY TO EMPOWER INDIVIDUALS WITH DISABILITIES | $10,000 |
| REFLECTIONS SERIES INC | |||||||
| 10 WATERSIDE PLAZA SUITE 21D | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | PROMOTION OF INNOVATIVE CLASSICAL MUSIC WITH OTHER ART FORMS | $25,000 |
| STUTTERING ASSOCIATION FOR THE YOUNG | |||||||
| 55 WEST 39TH STREET SUITE 1001 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | ORGANIZATION SERVING CHILDREN WITH STUTTERING ISSUES. | $10,000 |
| TEMPLE BETH SHALOM | |||||||
| 7300 HART LANE | AUSTIN | TX | 78731 | N/A | PUBLIC CHARITY | RELIGIOUS INSTITUTION SERVING AUSTIN, TX | $10,000 |
| TEMPLE OF THE HIGH COUNTRY | |||||||
| PO BOX 27895 | BOONE | NC | 28607 | N/A | PUBLIC CHARITY | RELIGIOUS INSTITUTION SERVING THE HIGH COUNTRY OF NORTH CAROLINA | $28,000 |
| THERAPY PET PALS OF TEXAS INC | |||||||
| 3930 BEE CAVE ROAD SUITE C | AUSTIN | TX | 78746 | N/A | PUBLIC CHARITY | PROVISION OF THERAPY TO PATIENTS IN HEALTHCARE FACILITIES THROUGH THE USE OF PETS. | $5,000 |
| WATAUGA HUMANE SOCIETY | |||||||
| 312 PAWS WAY | BOONE | NC | 28607 | N/A | PUBLIC CHARITY | PROVIDES FOOD, SHELTER, MEDICAL CARE AND LOVE TO HOMELESS ANIMALS WHILE LOOKING FOR A PERMANENT HOME | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $696,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191,371 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $176,125 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $367,496 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $367,496 | 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 | KAUFMAN, ROSSIN & CO. | CategoryTxt |
| Amt | $4,875 | Amt |
| Net Investment Income | $2,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRADED SECURITIES - FIXED INCOME ACCOUNT | BondNm |
| EOY Book Value | $2,404,368 | EOYBookValueAmt |
| EOYFMV | $2,344,238 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES - EQUITY ACCOUNT | StockNm |
| EOY Book Value | $3,146,401 | EOYBookValueAmt |
| EOYFMV | $5,466,014 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $824,868 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $811,443 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $700 | BOYBookValueAmt |
| EOY Book Value | $840 | EOYBookValueAmt |
| EOYFMV | $840 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $46,035 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38,205 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED TAX PAYMENT | CategoryTxt |
| Amt | $449 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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