LGR FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LGR FOUNDATION (EIN 74-2955428)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-06
- IRS object ID
- 201812499349100026
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-06T14:03:12-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742920819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATCHLEY & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 LA POSADA DRIVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742955428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LGR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ATCHLEY & ASSOCIATES LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LGRF | BusinessNameControlTxt |
| Phone | 5123462086 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 LA POSADA DR | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY RAWL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5123462086 | PhoneNum |
| Signature | 2018-09-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN E ATCHLEY | PreparerPersonNm |
| PTIN | P00238005 | PTIN |
| Phone | 5123462086 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.72.42.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-06 | IPDt |
| IP Tm | 14:02:30 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9503EE62494BAF358556ABCE16F0C798A1DD7ACF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BD55CF6ED9DB3C8EAE6F1A5261018303E7F05B29 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,727,390 | 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 | $1,094 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,094 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $565,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $565,777 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $15 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $15 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $15 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,206,100 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $1,206,100 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $102,650 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $102,650 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,875,636 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,875,636 | 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 |
| Legal Fees Rev And Expnss | $11,545 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,618 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,927 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,772 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,723 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $84,917 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,917 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,188 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,188 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,474 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,233 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,451 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $164,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,728 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,798,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,798,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,962,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,728 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,809,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,742,908 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $157,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $193,515 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $193,515 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $13,856 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,706 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,706 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $273,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $273,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $585,480 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $22,295,201 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,934,516 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,934,516 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $47 | OtherAssetsBOYAmt |
| Other Assets EOY | $173 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $173 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,739,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,414,910 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,727,390 | 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 | $22,739,294 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,414,910 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,739,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,414,910 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,739,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,414,910 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,739,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,762,050 | OtherIncreasesAmt |
| Subtotal | $25,414,910 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,414,910 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| PASSTHROUGH FROM ROCKEFELLER | P | $990,126 | $990,126 |
| PASSTHROUGH FROM ROCKEFELLER | P | $215,974 | $215,974 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,206,100 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,263,168 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,938,679 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055067 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,069,772 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,829,754 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044892 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,157,358 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,119,596 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047984 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $994,436 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,826,941 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045560 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $909,168 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,612,201 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046357 | DistributionYr5Rt |
| Total Distribution | 0.239860 | TotalDistributionRt |
| Average Distribution | 0.047972 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,881,794 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,193,629 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,429 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,211,058 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,809,650 | 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 | $17,429 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,429 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $53,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $35,851 | OverpaymentAmt |
| Applied To ES Tax | $35,851 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | TX | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN ATCHLEY | IndividualWithBooksNm |
| Phone | 5123462086 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 LA POSADA DRIVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78752 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ERIC GUZIEJKA | ||||||||
| 1005 LA POSADA DRIVE | AUSTIN | TX | 78752 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| KAREN ATCHLEY | ||||||||
| 1005 LA POSADA DRIVE | AUSTIN | TX | 78752 | SECRETARY AND TREASURER | 3.00 | $0 | $0 | $0 |
| KELLY GUZIEJKA | ||||||||
| 1005 LA POSADA DRIVE | AUSTIN | TX | 78752 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| TRACY RAWL | ||||||||
| 1005 LA POSADA DRIVE | AUSTIN | TX | 78752 | PRESIDENT | 3.00 | $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 | $24,958,288 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $288,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,706 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,260,705 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,260,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $378,911 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,881,794 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,244,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,244,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,429 | TotalTaxAmt |
| Distributable Before Adj | $1,226,661 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,226,661 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,226,661 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,809,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,809,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,429 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,792,221 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,226,661 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,006,160 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,809,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,006,160 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $803,490 | 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 | $423,171 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUSTIN COMMUNITY FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5159 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78763 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 509(A)(1) PUBLIC CHA | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS CHILD WELFARE AND OTHER CHARITABLE PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $1,798,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,798,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,094 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $565,777 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,206,100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,875,636 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,875,636 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,495 | Amt |
| Net Investment Income | $8,772 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,723 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| CONTINUATION OF STATEMENT 38 | FORM 8886 STMT 1 - SECTION 165 LOSS - 7B | IRC SECTION 705, 1091, 1092, 1259, 1272, OR BY OTHER STATORY PROVISIONS OF THE IRC. NO BENEFIT IS EXPECTED FOR THESE TRANSACTIONS AS EACH IS REPORTABLE AS A RESULT OF STATUTORY PROVIONS THT HAVE EITHER ACCELERATED INCOME OR DEFERRED LOSSES.THE FUND ENTERED INTO VARIOUS TRANSACTIONS CAUSING LOSSES IN EXCESS OF $2,000,000.AS A INDIRECT PARTNER IN THE FUND, ROCK'S OWNERSHIP RESULTED IN IRC SECTION 165 LOSS. LGR'S SHARE OF THE SECTION 165 LOSSES ARE FROM VARIOUS ENTITIES TOTALING $280. |
| CONTINUATION OF STATEMENT 41 | FORM 8886 STMT 3 - SECTION 165 LOSS - 7B | INTERESTS BY THE LOWER TIER ENTITY:ALLOCATED FROM GRAMERCY PROPERTY EUROPE PLC: GOODMAN PRINCETON HOLDINGS (LUX) SARL - $22, AND GPE HEINSBERG 17 (LUX) SARL - $3ALLOCATED FROM GRAMERCY PROPERTY EUROPE CARRY LIMITED: GOODMAN PRINCETON HOLDINGS (LUX) SARL - $2, AND GPE HEINSBERG 17 (LUX) SARL - $1 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EXXON MOBIL CORP | StockNm |
| EOY Book Value | $273,000 | EOYBookValueAmt |
| EOYFMV | $585,480 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ROCKEFELLER BALANCED FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $24,934,516 | BookValueAmt |
| EOYFMV | $24,934,516 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,545 | LegalFeesAmt |
| Net Investment Income | $4,618 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,927 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $47 | BOYBookValueAmt |
| EOY Book Value | $173 | EOYBookValueAmt |
| EOYFMV | $173 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIRECTORS AND OFFICERS INSURANCE | Desc |
| Revenue And Expenses Per Books | $6,451 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PASSTHROUGH | Desc |
| Revenue And Expenses Per Books | $102,650 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $102,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $102,650 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS FROM PASSTHROUGH ROCKEFELLER BALANCED FUND LP | Desc |
| Amt | $2,762,050 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $78,669 | $78,669 | $0 |
| CUSTODY FEES | $2,752 | $2,752 | $0 |
| ROCKEFELLER BALANCED FUND PROFESSIONAL FEES | $3,496 | $3,496 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $33,233 | $33,233 | $0 |
| EXCISE TAXES | $13,241 | $0 | $0 |
| UNRELATED BUSINESS INCOME TAX | $0 | $0 | $0 |
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