THE PINE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE PINE FOUNDATION (EIN 74-2387801)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201511349349101936
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T13:25:26-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE A FLIELLER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3129 HONEY TREE LN | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742387801 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PINE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PINE | BusinessNameControlTxt |
| Phone | 5123281184 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE ROAD NO C-100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIGID ANNE COCKRUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5123281184 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE A FLIELLER | PreparerPersonNm |
| PTIN | P01457483 | PTIN |
| Phone | 5123271687 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,638,257 | 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 | $2,355,743 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $74,514 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,514 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,066 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,438,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,580 | 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 | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,542 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,542 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,715 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $644 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $513,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $502,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,924,666 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,221,472 | CashBOYAmt |
| Cash EOY | $803,720 | CashEOYAmt |
| Cash EOYFMV | $803,720 | CashEOYFMVAmt |
| Acct Rcvbl | $10 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $10 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $11,546 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,475 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,475 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,114,999 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,459,488 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,825,052 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,348,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,272,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,638,257 | 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 | $3,348,027 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,272,693 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,348,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,272,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,348,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,272,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,348,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,924,666 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,272,693 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,272,693 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .33 CDK GLOBAL | P | 2013-11-12 | 2014-10-22 | $9 | $10 | -$1 | -$1 |
| 152.5 KNOWLES CORP | P | 2013-11-22 | 2014-07-31 | $4,425 | $4,613 | -$188 | -$188 |
| 512.5 KNOWLES CORP | P | 2013-01-08 | 2014-07-31 | $14,872 | $6,616 | $8,256 | $8,256 |
| .47 AGGREKO | P | 2013-01-09 | 2014-06-14 | $13 | $14 | -$1 | -$1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,066 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $199,047 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,253,471 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046796 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $639,271 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $908,595 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.703582 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $167,659 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $769,959 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.217751 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,775 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $705,667 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.094627 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $148,116 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $627,840 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.235914 | DistributionYr5Rt |
| Total Distribution | 1.298670 | TotalDistributionRt |
| Average Distribution | 0.259734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,357,554 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,131,805 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $734 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,132,539 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $502,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,468 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,468 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,475 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,475 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,007 | OverpaymentAmt |
| Applied To ES Tax | $8,007 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANE A FLIELLER CPA | IndividualWithBooksNm |
| Phone | 5123271687 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3129 HONEY TREE LANE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BRIGID ANNE COCKRUM | ||||||||
| 3939 BEE CAVE ROAD C-100 | AUSTIN | TX | 78746 | PRES/TREAS/DIR | 1.00 | $0 | $0 | $0 |
| WENDY ALBRECHT | ||||||||
| 3939 BEE CAVE ROAD C-100 | AUSTIN | TX | 78746 | VICE PRES/SEC/DIR | 0.50 | $0 | $0 | $0 |
| JOE W BRATCHER III | ||||||||
| 3939 BEE CAVE ROAD C-100 | AUSTIN | TX | 78746 | DIRECTOR | 0.50 | $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 | $3,467,650 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $946,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,484 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,423,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,423,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,357,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,468 | TotalTaxAmt |
| Distributable Before Adj | $216,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,410 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,410 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $502,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $502,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $502,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $117,032 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,659 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $132,193 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $655,475 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $936,359 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $502,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $216,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $285,990 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,222,349 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $117,032 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,105,317 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,659 | ExcessFromYear4Amt |
| Excess From Year3 | $132,193 | ExcessFromYear3Amt |
| Excess From Year2 | $655,475 | ExcessFromYear2Amt |
| Excess From Current Year | $285,990 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIGID ANNE COCKRUM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIGID ANNE COCKRUM CO PERSONAL ADM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE ROAD BLDG C-100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5123281184 | RecipientPhoneNum |
| Form And Info And Materials | INFO SHOWING EVIDENCE OF PUBLIC CHARITY OR PRIVATE OPERATG FOUNDATION STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 30TH OF EACH CALENDAR YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE FIELDS INCLUDING HEALTH, EDUCATION, CHILDREN, & HUMAN SERVICES IN THE CENTRAL TEXAS AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DELL CHILDREN'S MEDICAL CENTER | |||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | NONE | PUBLIC | PUBLIC SERVICE | $100,000 |
| TAKING CARE OF TEXAS | |||||||
| 3500 JEFFERSON ST SUITE 301 | AUSTIN | TX | 78731 | NONE | PUBLIC | PUBLIC SERVICE | $100,000 |
| LADY BIRD JOHNSON WILDFLOWER CENTER | |||||||
| 4801 LACROSSE AVE | AUSTIN | TX | 78739 | NONE | PUBLIC | PUBLIC SERVICE | $100,000 |
| ARTHRITIS FOUNDATION | |||||||
| 1031 VERBENA DR | AUSTIN | TX | 78750 | NONE | PUBLIC | PUBLIC SERVICE | $10,000 |
| A LEGACY OF GIVING | |||||||
| 1609 SHOAL CREEK BLVD SUITE 303 | AUSTIN | TX | 78701 | NONE | PUBLIC | PUBLIC SERVICE | $5,000 |
| BUGGY BARN MUSEUM | |||||||
| PO BOX 504 | BLANCO | TX | 78606 | NONE | PUBLIC | PUBLIC SERVICE | $35,000 |
| EXPLORE AUSTIN | |||||||
| PO BOX 50470 | AUSTIN | TX | 78763 | NONE | PUBLIC | PUBLIC SERVICE | $75,000 |
| ADVENTURES OF LIFE LONG LEARNING | |||||||
| 7106 SHADYWOOD DR | AUSTIN | TX | 78745 | NONE | PUBLIC | PUBLIC SERVICE | $5,000 |
| ST ANDREW'S EPISCOPAL SCHOOL | |||||||
| 1112 WEST 31ST STREET | AUSTIN | TX | 78705 | NONE | PUBLIC | PUBLIC SERVICE | $10,000 |
| TEXAS BOOK FESTIVAL | |||||||
| 610 BRAZOS ST | AUSTIN | TX | 78701 | NONE | PUBLIC | PUBLIC SERVICE | $50,000 |
| AUSTIN RECOVERY | |||||||
| 4201 S CONGRESS AVE 202 | AUSTIN | TX | 78745 | NONE | PUBLIC | PUBLIC SERVICE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,000 | 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 | $74,514 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,066 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $82,580 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,580 | 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 |
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 | BRIGID COCKRUM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3939 BEE CAVE ROAD NO C-100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,355,743 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 17,314 SH SIGMA ALDRICH | NoncashPropertyDesc |
| Fair Market Value | $2,355,743 | FairMarketValueAmt |
| Received | 2014-12-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2702 APPLE | $2,871 | $298,247 |
| 1615 AUTOMATIC DATA PROCESSING | $65,173 | $134,643 |
| 3060 COCA COLA | $103,394 | $129,193 |
| 1830 EMERSON ELEC | $79,264 | $112,966 |
| 1540 ILLINOIS TOOL WKS | $79,993 | $145,838 |
| 1305 JOHNSON & JOHNSON | $68,430 | $136,464 |
| 1470 PROCTER & GAMBLE | $81,272 | $133,902 |
| 3085 DONALDSON | $77,662 | $119,174 |
| 1330 DOVER | $56,950 | $95,388 |
| 455 GRAINGER WW | $59,526 | $115,975 |
| 1445 SIGMA ALDRICH | $2,442,413 | $2,575,048 |
| 1720 NORDSON | $83,827 | $134,091 |
| 1555 NOVARTIS | $103,635 | $144,086 |
| 1155 ECOLAB | $91,419 | $120,721 |
| 925 FEDEX | $95,839 | $160,636 |
| 5005 INTEL | $111,255 | $181,631 |
| 3255 MICROSOFT | $93,917 | $151,195 |
| 2140 PACCAR | $105,173 | $145,541 |
| 1430 PEPSICO | $105,977 | $135,221 |
| 1320 SCHLUMBERGER | $102,874 | $112,741 |
| 1225 UNITED PARCEL | $100,601 | $136,183 |
| 955 3M | $99,116 | $156,926 |
| 3850 NATIONAL INSTRS | $109,329 | $119,697 |
| 4592 AGGREKO | $130,158 | $107,616 |
| 538 CDK GLOBAL | $9,420 | $21,929 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,542 | Amt |
| Net Investment Income | $8,542 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $2,071 | $0 | $0 |
| FOREIGN TAX | $644 | $644 | $0 |
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