CAROL K ENGLER FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CAROL K ENGLER FOUNDATION (EIN 75-2403435)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-20
IRS object ID
201832019349100508
Schema version
2017v2.3
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)
Return2018-07-20T09:06:12-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-07-17SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ DAVID JACKSON CPAPreparerPersonNm
PTINP00681865PTIN
Phone8063423100PhoneNum
Preparation2018-07-20PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,133,608FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$12,152DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,152DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,152DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$52,868NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$444,549GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$52,868CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$75,028TotalRevAndExpnssAmt
Total Net Invst Incm$65,028TotalNetInvstIncmAmt
Total Adj Net Incm$12,160TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,450AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$20,572OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,572OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$24,022TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,572TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$74,822TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,572TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$206ExcessRevenueOverExpensesAmt
Net Investment Income$44,456NetInvestmentIncomeAmt
Adjusted Net Income$12,160AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$55,524CashBOYAmt
Cash EOY$39,679CashEOYAmt
Cash EOYFMV$39,679CashEOYFMVAmt
Corporate Stock BOY$807,484CorporateStockBOYAmt
Corporate Stock EOY$823,535CorporateStockEOYAmt
Corporate Stock EOYFMV$1,093,929CorporateStockEOYFMVAmt
Total Assets BOY$863,008TotalAssetsBOYAmt
Total Assets EOY$863,214TotalAssetsEOYAmt
Total Assets EOYFMV$1,133,608TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$863,008UnrestrictedBOYAmt
Unrestricted EOY$863,214UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$863,008TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$863,214TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$863,008TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$863,214TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$863,008TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$206ExcessRevenueOverExpensesAmt
Subtotal$863,214SubtotalAmt
Tot Net Ast Or Fund Balances EOY$863,214TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
OPPENHEIMERP2017-12-31$139,422$142,227-$2,805-$2,805
OPPENHEIMERP2017-12-31$305,127$249,454$55,673$55,673
FieldValueIRS element (for citing)
Capital Gain Net Income$52,868CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$47,450AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$869,996NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054540DistributionYr1Rt
Adjusted Qlfy Distri Yr2$61,471AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$877,200NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.070076DistributionYr2Rt
Adjusted Qlfy Distri Yr3$64,100AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$841,343NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.076188DistributionYr3Rt
Adjusted Qlfy Distri Yr4$53,300AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$813,997NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.065479DistributionYr4Rt
Adjusted Qlfy Distri Yr5$52,895AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$716,151NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.073860DistributionYr5Rt
Total Distribution0.340143TotalDistributionRt
Average Distribution0.068029AverageDistributionRt
Net Vl Noncharitable Assets$1,051,691NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$71,545AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$445NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$71,990AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$889InvestmentIncomeExciseTaxAmt
Subtotal$889SubtotalAmt
Tax Based On Investment Income$889TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$388EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$388TotalPaymentsAndCreditsAmt
Tax Due$501TaxDueAmt

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

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$1,015,021AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,686AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,067,707TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,067,707AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,016CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,051,691NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,585MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,585MinimumInvestmentReturnAmt
Tax Based On Investment Income$889TaxBasedOnInvestmentIncomeAmt
Total Tax$889TotalTaxAmt
Distributable Before Adj$51,696DistributableBeforeAdjAmt
Distributable Before Ded$51,696DistributableBeforeDedAmt
Distributable As Adjusted$51,696DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,800ExpensesAndContributionsAmt
Qualifying Distributions$50,800QualifyingDistributionsAmt
Adjusted Qualifying Distri$50,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,696DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$18,869ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,562ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,431TotalExcessDistributionCyovAmt
Qualifying Distributions$50,800QualifyingDistributionsAmt
Applied To Current Year$50,800AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$896ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$896ExcessDistributionCyovAppCYAmt
Total Corpus$22,535TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$22,535ExcessDistriCyovToNextYrAmt
Excess From Year2$17,973ExcessFromYear2Amt
Excess From Year1$4,562ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST ANDREWS FINANCIAL AID PROGRAM
112 WEST 31ST STREETAUSTINTX78705GEN. CONTRIBUTION$10,000
AUSTIN COMMUNITY FOUNDATION
4315 GUADALUPE STAUSTINTX78751GEN. CONTRIBUTION$8,800
DIOCESE OF AMARILLO SEMINARY BURSE
PO BOX 5644AUSTINTX79117GEN. CONTRIBUTION$2,000
WALDORF SCHOOL
8700 SOUTH VIEW ROADAUSTINTX78737GEN. CONTRIBUTION$4,000
AMARILLO AREA FOUNDATION
801 S FILMORE SUITE 700AMARILLTX79101GEN. CONTRIBUTION$10,000
KLRU TV
PO BOX 7158AUSTINTX78713GEN. CONTRIBUTION$6,000
AMERICAN RED CROSS
2218 PERSHING DRAUSTINTX78723GEN. CONTRIBUTION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,152RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$52,868RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$65,028RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$65,028TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LANYAP LTDBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12500 BARTON CREEK 2510AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78735ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$3,450Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockOPPENHEIMERStockNm
EOY Book Value$823,535EOYBookValueAmt
EOYFMV$1,093,929EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT MANAGEMENT FEES$20,422$20,422
ADVISORY FEES$150$150

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