CAROL K ENGLER FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CAROL K ENGLER FOUNDATION (EIN 75-2403435)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-25
IRS object ID
201611469349100511
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-25T13:57:45-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ DAVID JACKSON CPAPreparerPersonNm
PTINP00681865PTIN
Phone8063423100PhoneNum
Preparation2016-05-24PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,051,628FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$14,162DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,162DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14,162DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$69,391NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$487,344GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$69,391CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$118,559TotalRevAndExpnssAmt
Total Net Invst Incm$83,559TotalNetInvstIncmAmt
Total Adj Net Incm$14,168TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,400AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$20,628OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,628OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$24,028TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,628TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$62,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$62,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$86,128TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,628TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$32,431ExcessRevenueOverExpensesAmt
Net Investment Income$62,931NetInvestmentIncomeAmt
Adjusted Net Income$14,168AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,075CashBOYAmt
Cash EOY$45,000CashEOYAmt
Cash EOYFMV$45,000CashEOYFMVAmt
Corporate Stock BOY$830,380CorporateStockBOYAmt
Corporate Stock EOY$839,886CorporateStockEOYAmt
Corporate Stock EOYFMV$1,006,628CorporateStockEOYFMVAmt
Total Assets BOY$852,455TotalAssetsBOYAmt
Total Assets EOY$884,886TotalAssetsEOYAmt
Total Assets EOYFMV$1,051,628TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$852,455UnrestrictedBOYAmt
Unrestricted EOY$884,886UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$852,455TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$884,886TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$852,455TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$884,886TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$852,455TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$32,431ExcessRevenueOverExpensesAmt
Subtotal$884,886SubtotalAmt
Tot Net Ast Or Fund Balances EOY$884,886TotNetAstOrFundBalancesEOYAmt

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
OPPENHEIMERP2015-12-31$173,345$183,623-$10,278-$10,278
OPPENHEIMERP2015-12-31$313,999$234,330$79,669$79,669
FieldValueIRS element (for citing)
Capital Gain Net Income$69,391CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$64,100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$841,343NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.076188DistributionYr1Rt
Adjusted Qlfy Distri Yr2$53,300AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$813,997NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.065479DistributionYr2Rt
Adjusted Qlfy Distri Yr3$52,895AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$716,151NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.073860DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$725,304NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054874DistributionYr4Rt
Adjusted Qlfy Distri Yr5$30,100AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$607,001NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049588DistributionYr5Rt
Total Distribution0.319989TotalDistributionRt
Average Distribution0.063998AverageDistributionRt
Net Vl Noncharitable Assets$877,200NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$56,139AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$629NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$56,768AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$62,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$629InvestmentIncomeExciseTaxAmt
Subtotal$629SubtotalAmt
Tax Based On Investment Income$629TaxBasedOnInvestmentIncomeAmt
Tax Due$629TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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 2510AUSTINTX78735PRESIDENT0.00$0$0$0
MICHAEL J ENGLER
16 EDGEWATER DRIVEAMARILLOTX79106DIRECTOR0.00$0$0$0
TERESA E RAIZEN
55 NORFOLD ROADARLINGTONMA02476DIRECTOR0.00$0$0$0
SARA E CADY
2519 BEACON STNEWPORT BEACHCA92663DIRECTOR0.00$0$0$0
MARK A ENGLER
1 PINECRESTAMARILLOTX79106DIRECTOR0.00$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$825,816AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,742AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$890,558TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$890,558AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,358CashDeemedCharitableAmt
Net Vl Noncharitable Assets$877,200NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,860MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,860MinimumInvestmentReturnAmt
Tax Based On Investment Income$629TaxBasedOnInvestmentIncomeAmt
Total Tax$629TotalTaxAmt
Distributable Before Adj$43,231DistributableBeforeAdjAmt
Distributable Before Ded$43,231DistributableBeforeDedAmt
Distributable As Adjusted$43,231DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,100ExpensesAndContributionsAmt
Qualifying Distributions$62,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$629PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$61,471AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,231DistributableAsAdjustedAmt
Qualifying Distributions$62,100QualifyingDistributionsAmt
Applied To Current Year$43,231AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,869RemainingDistriFromCorpusAmt
Total Corpus$18,869TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$18,869ExcessDistriCyovToNextYrAmt
Excess From Current Year$18,869ExcessFromCurrentYearAmt

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$10,000
PREPARING THE WAY DIOCESE CAPITAL
PO BOX 5644AUSTINTX79117GEN. CONTRIBUTION$20,000
DIOCESE OF AMARILLO SEMINARY BURSE
PO BOX 5644AUSTINTX79117GEN. CONTRIBUTION$2,000
WALDORF SCHOOL
8700 SOUTH VIEW ROADAUSTINTX78737GEN. CONTRIBUTION$10,000
AMARILLO AREA FOUNDATION
801 S FILMORE SUITE 700AMARILLTX79101GEN. CONTRIBUTION$10,000
AUSTIN COMMUNITY FOUNDATION
4315 GUADALUPE STAUSTINTX78751GEN. CONTRIBUTION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$62,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,162RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$69,391RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$83,559RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$83,559TotalIncomeProducingActyAmt

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$35,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$3,400Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockOPPENHEIMERStockNm
EOY Book Value$839,886EOYBookValueAmt
EOYFMV$1,006,628EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$20,628Amt
Net Investment Income$20,628NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonCAROL ENGLERPersonNm

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