BARILLA FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BARILLA FOUNDATION INC (EIN 47-5446103)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-30
- IRS object ID
- 201932739349100003
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-30T08:28:22-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800226888 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BJORGE & ELLIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 JOE DIMAGGIO BLVD STE 10 | AddressLine1Txt |
| City | ROUND ROCK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 786653989 | 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 | 475446103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARILLA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARI | BusinessNameControlTxt |
| Phone | 5128286476 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6516 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78762 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHRYN J GODFREY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2019-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FLORINE ELLIS CPA | PreparerPersonNm |
| PTIN | P00088937 | PTIN |
| Phone | 5122551227 | PhoneNum |
| Preparation | 2019-09-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.77.192.94 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-30 | IPDt |
| IP Tm | 08:28:22 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 906D30DA10851ACB2AB7E7907C46EFE69D3192E4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BD7AF52437337A93FDE3965D7AB28DDF93A8528E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,832,269 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $20,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,924 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $194,094 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,035,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,924 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $11,285 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,285 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $968 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $968 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,395 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,648 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,023 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,023 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $170,023 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $850,432 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,010,494 | CashBOYAmt |
| Cash EOY | $1,832,269 | CashEOYAmt |
| Cash EOYFMV | $1,832,269 | CashEOYFMVAmt |
| Total Assets BOY | $1,010,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,832,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,832,269 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $26,492 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $26,492 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,010,494 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,805,777 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,010,494 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,805,777 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,010,494 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,832,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,010,494 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $850,432 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$55,149 | OtherIncreasesAmt |
| Subtotal | $1,805,777 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,805,777 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PGGEX 121.928 SHS | P | 2018-11-01 | 2018-11-01 | $1,407 | $1,424 | -$17 | -$17 |
| VOD 34 SHS | P | 2018-09-14 | 2018-09-14 | $754 | $888 | -$134 | -$134 |
| VOD .10364 SHS | P | 2018-08-03 | 2018-09-18 | $2 | $3 | -$1 | -$1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$152 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $174,535 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $952,020 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.183331 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,970 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,417 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.663032 | DistributionYr2Rt |
| Total Distribution | 5.846363 | TotalDistributionRt |
| Average Distribution | 2.923182 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,092,724 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,194,231 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $43 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,194,274 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $170,023 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $86 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $86 | SubtotalAmt |
| Tax Based On Investment Income | $86 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $86 | 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 | Yes (true) | 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 | WWW.THEBARILLAFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2547437340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6516 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78762 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CATHRYN J GODFREY | ||||||||
| PO BOX 6516 | AUSTIN | TX | 78762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MICHAEL L GODFREY | ||||||||
| PO BOX 6516 | AUSTIN | TX | 78762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JUSTIN T GODFREY | ||||||||
| PO BOX 6516 | AUSTIN | TX | 78762 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ANGELA GODFREY | ||||||||
| PO BOX 6516 | AUSTIN | TX | 78762 | DIRECTOR | 000.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,109,364 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,109,364 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,109,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,092,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86 | TotalTaxAmt |
| Distributable Before Adj | $54,550 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,550 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,550 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $170,023 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $170,023 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $170,023 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,550 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $92,149 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,248 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $219,397 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $170,023 | QualifyingDistributionsAmt |
| Applied To Current Year | $54,550 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $115,473 | RemainingDistriFromCorpusAmt |
| Total Corpus | $334,870 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $334,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $92,149 | ExcessFromYear2Amt |
| Excess From Year1 | $127,248 | ExcessFromYear1Amt |
| Excess From Current Year | $115,473 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 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 | FUND LOCAL NONPROFIT ORGANIZATION | $6,500 | |
| AUSTIN PETS ALIVE | ||||||||
| W CESAR CHAVEZ ST | AUSTIN | TX | 78703 | NONE | PC | FUND LOCAL NONPROFIT ORGANIZATION A | $3,500 | |
| BOYS & GIRLS CLUB OF GEORGETOWN | ||||||||
| 1200 W 17TH ST | GEORGETOWN | TX | 78626 | NONE | PC | CHILDREN EDUCATION AND DEVELOPMENT | $3,500 | |
| AMPLIFY AUSTIN | ||||||||
| 1310 S 1ST ST STE 210 | AUSTIN | TX | 78704 | NONE | PC | FUND LOCAL NONPROFIT ORGANIZATIONS | $100 | |
| THE SAFE ALLIANCE | ||||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | NONE | PC | CHILDRENS SHELTER, SUPPLIES | $2,050 | |
| THE SAFE ALLIANCE | ||||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | NONE | PC | CHILDRENS SHELTER, SUPPLIES | $1,562 | |
| AUSTIN DISASTER RELIEF NETWORK | ||||||||
| 1122 EAST 51ST ST | AUSTIN | TX | 78723 | NONE | PC | HURRICANE RELIEF | $5,000 | |
| AUSTIN DOG ALLIANCE | ||||||||
| 1321 W NEW HOPE DR | CEDAR PARK | TX | 78613 | NONE | PC | THERAPY DOGS | $1,500 | |
| JUSTICE FOR OUR NEIGHBORS | ||||||||
| 7630 LITTLE RIVER | ANNANDALE | VA | 22003 | NONE | PC | WELCOMES REFUGEES TO COMMUNITY | $1,500 | TURPIKE STE 900 |
| AUSTIN ZOO | ||||||||
| PO BOX 91808 | AUSTIN | TX | 78709 | NONE | PC | RESCUE ANIMALS | $1,500 | |
| OPERATION BLUE SANTA | ||||||||
| 4101 S INDUSTRIAL DR 260 | AUSTIN | TX | 78744 | HOLIDAY FOOD AND GIFTS FOR CHILDREN | $3,000 | |||
| BREAKTHROUGH CENTRAL TEXAS | ||||||||
| 1050 E 11TH ST | AUSTIN | TX | 78702 | NONE | PC | EDUCATION OF LOW INCOME CHILDREN | $27,000 | |
| BROWN SANTA | ||||||||
| 3910 S INDUSTRIAL DR | AUSTIN | TX | 78744 | NONE | PC | PROVIDES ASSISTANCE TO POOR FAMILIES | $3,000 | |
| THE CARING PLACE | ||||||||
| 2000 RAILROAD AVE | GEORGETOWN | TX | 78626 | NONE | PC | FOOD PANTRY & THRIFT STORE | $8,500 | |
| CASA WILLIAMSON COUNTY TEXAS | ||||||||
| 805 W UNIVERSITY STE 111 | GEORGETOWN | TX | 78626 | NONE | PC | PROGRAM FUNDING | $18,500 | |
| CREATIVE ACTION | ||||||||
| 2921 E 17TH ST BUILD B | AUSTIN | TX | 78702 | NONE | PC | SUPPORT YOUNG PEOPLE | $2,010 | |
| DRESS FOR SUCCESS | ||||||||
| 701 TILLERY ST STE A-5 | AUSTIN | TX | 78702 | NONE | PC | EMPOWER WOMEN | $1,500 | |
| EXPLORE AUSTIN | ||||||||
| 1111 W 24TH ST | AUSTIN | TX | 78705 | NONE | PC | LEADERSHIP, OUTDOOR ACTIVITIES | $3,604 | |
| FAITH IN ACTION | ||||||||
| 2995 DAWN DR STE 106 | GEORGETOWN | TX | 78628 | NONE | PC | ELDERLY TRANSPORTATION | $2,000 | |
| FAMILY ELDERCARE | ||||||||
| 1700 RUTHERFORD LANE | AUSTIN | TX | 78754 | NONE | PC | CARING FOR SENIORS & DISABLED | $3,500 | |
| GEORETOWN ANIMAL OUTREACH | ||||||||
| PO BOX 1684 | GEORGETOWN | TX | 78627 | NONE | PC | SAVE AT-RISK DOGS | $1,500 | |
| HABITAT FOR HUMANITY WILLIAMSON CTY | ||||||||
| 2108 N AUSTIN AVENUE | GEORGETOWN | TX | 78626 | NONE | PC | END CYCLE OF POVERTY HOUSING | $2,000 | |
| HEALTH ALLIANCE FOR AUSTIN MUSICIAN | ||||||||
| 3010 S LAMAR BL STE 200 | AUSTIN | TX | 78704 | NONE | PC | HEALTHCARE FOR MUSICIANS | $1,500 | |
| HOPE HOUSE OF AUSTIN | ||||||||
| PO BOX 457 | LIBERTY HILL | TX | 78642 | NONE | PC | LONG TERM CARE FOR DISABLED | $7,500 | |
| INSIDE BOOKS PROJECT | ||||||||
| 3106 E 14 1/2 ST | AUSTIN | TX | 78702 | NONE | PC | BOOKS AND MATERIALS FOR PRISONERS | $1,500 | |
| JUNIOR LEAGUE OF AUSTIN | ||||||||
| 5416 PARKCREST DR 100 | AUSTIN | TX | 78731 | NONE | PC | SUMMER MEALS FOR STUDENTS | $1,500 | |
| LIFEWORKS AUSTIN | ||||||||
| 835 N PLEASANT VALLEY | AUSTIN | TX | 78702 | NONE | PC | PROVIDING PATH TO SELF-SUFFICIENCY | $3,500 | |
| LIFEWORKS AUSTIN | ||||||||
| 835 N PLEASANT VALLEY | AUSTIN | TX | 78702 | NONE | PC | PROVIDING PATH TO SELF-SUFFICIENCY | $559 | |
| MEALS ON WHEELS CENTRAL TEXAS | ||||||||
| 3227 E 5TH ST | AUSTIN | TX | 78702 | NONE | PC | MEALS FOR SENIORS | $3,564 | |
| MEALS ON WHEELS WILLIAMSON CTY | ||||||||
| 604 HIGH TECH DR | GEORGETOWN | TX | 78626 | NONE | PC | MEALS FOR SENIORS | $3,500 | |
| MOBIL LOAVES & FISHES | ||||||||
| 5524 BEE CAVE RD | AUSTIN | TX | 78746 | NONE | PC | FOOD & HYGIENE ITEMS TO HOMELESS | $2,064 | |
| REFUGEE SERVICES OF TEXAS | ||||||||
| 500 EAST ST JOHNS AVE | AUSTIN | TX | 78752 | NONE | PC | SERVES VULNERABLE POPULATIONS | $1,500 | |
| SEASON FOR CARING | ||||||||
| 305 S CONGRESS AVE | AUSTIN | TX | 78704 | NONE | PC | HELF FAMILIES BECOME SELF-SUFFICIENT | $2,000 | |
| SIMMS FOUNDATION | ||||||||
| 44 EAST AVE 202 | AUSTIN | TX | 78701 | NONE | PC | HEALTH SERVICES FOR MUSICIANS | $3,500 | |
| SONGWRITING WITH SOLDIERS | ||||||||
| 901 S MOPAC EXPWAY STE | AUSTIN | TX | 78746 | NONE | PC | SUPPORT VETERANS THROUGH MUSIC | $3,510 | |
| TEXAS EMPOWERMENT ACADEMY | ||||||||
| 3613 BLUESTEIN DR | AUSTIN | TX | 78721 | NONE | PC | PROVIDE EDUCATION | $30,000 | |
| TEXAS HUMANE HEROES | ||||||||
| 10930 E CRYSTAL FALLS PKW | LEANDER | TX | 78641 | NONE | PC | DOG AND CAT ADOPTIONS | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,023 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $20,128 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $14,975 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,103 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CATHRYN GODFREY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2874 CEDAR HOLLOW RD | AddressLine1Txt |
| City | GEORGETOWN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78628 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (16 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ABT 17 SHS | 2016-09 | PURCHASE | 2018-03 | $1,032 | $702 | $330 |
| ABT 207 SHS | 2018-11 | PURCHASE | 2018-11 | $14,360 | $8,973 | $5,387 |
| GOOG 1 SH | 2017-03 | PURCHASE | 2018-03 | $1,038 | $831 | $207 |
| GOOG 14 SHS | 2017-03 | PURCHASE | 2018-03 | $14,523 | $11,628 | $2,895 |
| AAPL 102 SHS | 2017-03 | PURCHASE | 2018-03 | $17,491 | $14,157 | $3,334 |
| CSX 211 SHS | 2018-11 | PURCHASE | 2018-11 | $14,588 | $8,483 | $6,105 |
| COF 111 SHS | 2018-03 | PURCHASE | 2018-03 | $10,465 | $8,356 | $2,109 |
| CARA 300 SHS | 2018-03 | PURCHASE | 2018-03 | $3,794 | $3,641 | $153 |
| DIS 204 SHS | 2017-03 | PURCHASE | 2018-03 | $20,402 | $22,509 | -$2,107 |
| ES 51.40917 SHS | 2018-03 | PURCHASE | 2018-03 | $2,948 | $2,777 | $171 |
| ES 58.59083 SHS | 2017-03 | PURCHASE | 2018-03 | $3,359 | $3,430 | -$71 |
| BEN 55.85461 SHS | 2018-03 | PURCHASE | 2018-03 | $2,128 | $1,960 | $168 |
| BEN 450.14539 SHS | 2018-03 | PURCHASE | 2018-03 | $17,148 | $19,593 | -$2,445 |
| TROW 70 SHS | 2016-09 | PURCHASE | 2018-03 | $7,565 | $4,690 | $2,875 |
| PGGEX 4332.786 SHS | 2018-11 | PURCHASE | 2018-11 | $50,000 | $50,696 | -$696 |
| VOD 500 SHS | 2017-08 | PURCHASE | 2018-09 | $11,090 | $14,378 | -$3,288 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSE | $2,395 | $2,395 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN FAIR MARKET VALUE | Desc |
| Amt | -$55,149 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| EOY Book Value | $26,492 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $11,285 | Amt |
| Net Investment Income | $11,285 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $340 | $340 |
| INCOME TAXES | $628 | $628 |
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