CAROL K ENGLER FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CAROL K ENGLER FOUNDATION (EIN 75-2403435)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-10
IRS object ID
201533149349100103
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-10T05:27:13-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1J DAVID JACKSON LCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200-D WESTGATE PKWYAddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79121ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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 BLVDAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78735ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL K ENGLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5123693334PhoneNum
Signature2015-04-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ DAVID JACKSON CPAPreparerPersonNm
Phone8064688500PhoneNum
Preparation2015-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,037,771FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$14,032DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,032DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14,032DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$99,446CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,296NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$24,034TotalRevAndExpnssAmt
Total Net Invst Incm$113,480TotalNetInvstIncmAmt
Total Adj Net Incm$15,330TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$23,507AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$20,177AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$3,330AccountingFeesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$23,507TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,177TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,330TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$64,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$87,607TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,177TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,330TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$63,573ExcessRevenueOverExpensesAmt
Net Investment Income$93,303NetInvestmentIncomeAmt
Adjusted Net Income$12,000AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$31,123SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,075SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,075SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$783,205OtherInvestmentsBOYAmt
Other Investments EOY$830,381OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,015,696OtherInvestmentsEOYFMVAmt
Total Assets BOY$814,328TotalAssetsBOYAmt
Total Assets EOY$852,456TotalAssetsEOYAmt
Total Assets EOYFMV$1,037,771TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$814,328UnrestrictedBOYAmt
Unrestricted EOY$852,456UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$814,328TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$852,456TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$814,328TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$852,456TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$814,328TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$63,573ExcessRevenueOverExpensesAmt
Other Increases$101,701OtherIncreasesAmt
Subtotal$852,456SubtotalAmt
Tot Net Ast Or Fund Balances EOY$852,456TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
OPPENHEIMER - SHORT TERMP2014-01-012014-12-31$136,210$0$134,914$1,296$0$0$0$1,296
OPPENHEIMER - LONG TERMP2013-12-312014-12-31$392,950$0$305,511$87,439$0$0$0$87,439
MERRILL LYNCH - LONG TERMP1999-12-312014-09-30$16,092$0$5,381$10,711$0$0$0$10,711
FieldValueIRS element (for citing)
Capital Gain Net Income$99,446CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,296NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$813,997NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$52,895AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$716,151NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.073860DistributionYr2Rt
Adjusted Qlfy Distri Yr3$39,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$725,304NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054874DistributionYr3Rt
Adjusted Qlfy Distri Yr4$30,100AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$607,001NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049588DistributionYr4Rt
Adjusted Qlfy Distri Yr5$23,380AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$58,871NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.397140DistributionYr5Rt
Total Distribution0.575462TotalDistributionRt
Average Distribution0.115092AverageDistributionRt
Net Investment Income Pct$933NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$933AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,866InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,866SubtotalAmt
Tax Based On Investment Income$1,866TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,540EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,540TotalPaymentsAndCreditsAmt
Original Return Overpayment-$2,540OriginalReturnOverpaymentAmt
Overpayment$674OverpaymentAmt
Applied To ES Tax$674AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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 RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROL K ENGLERIndividualWithBooksNm
Phone8064671048PhoneNum

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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL K ENGLER
2500 BARTON CREEK BLVD 2510AUSTINTX78735PRES/TREAS0$0$0$0
MATTHEW P ENGLER
6841 VIRGINIA PKWY SUITE 103-171MCKINNEYTX75071DIRECTOR0$0$0$0
JENNIFER L ENGLER
PO BOX 1866SILVERTHORNECO80498DIRECTOR0$0$0$0
MICHAEL J ENGLER
16 EDGEWATER DRIVEAMARILLOTX79106DIRECTOR0$0$0$0
TERESA E RAIZEN
55 NORFOLD ROADARLINGTONMA02476DIRECTOR0$0$0$0
SARA E CADY
2519 BEACON STNEWPORT BEACHCA92663DIRECTOR0$0$0$0
MARK A ENGLER
1 PINECRESTAMARILLOTX79106DIRECTOR0$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$1,866TaxBasedOnInvestmentIncomeAmt
Total Tax$1,866TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$40,240UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$23,380ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$30,100ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$39,800ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$52,895ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$146,175TotalExcessDistributionCyovAmt
Total Corpus$146,175TotalCorpusAmt
Taxable2$40,240Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$23,380ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$122,795ExcessDistriCyovToNextYrAmt
Excess From Year4$30,100ExcessFromYear4Amt
Excess From Year3$39,800ExcessFromYear3Amt
Excess From Year2$52,895ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCAROL K ENGLERContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNITED CATHOLIC APPEAL
PO BOX 5644AMARILLOTX79117N/AGEN. CONTRIBUTION$1,000
AMARILLO AREA CASA
PO BOX 691AMARILLOTX79105N/AGEN. CONTRIBUTION$5,000
AMARILLO MUSEUM OF ART
2200 S VANBURENAMARILLOTX79109N/AGEN. CONTRIBUTION$3,000
CITY CHURCH OUTREACH MINISTRY
205 S POLK STREETAMARILLOTX79101N/AGEN. CONTRIBUTION$1,000
GODS LEARNING CHANNEL
12706 W HWY 8 EASTODESSATX79765N/AGEN. CONTRIBUTION$1,000
MARCH OF DIMES
104 WEST 6TH ST STE 301AMARILLOTX79101N/AGEN. CONTRIBUTION$3,500
MEALS ON WHEELS
219 W 7TH AVEAMARILLOTX79101N/AGEN. CONTRIBUTION$3,000
OLIVIA'S ANGELS
PO BOX 950AMARILLOTX79105N/AGEN. CONTRIBUTION$2,000
PREPARING THE WAYDIOCESE CAPITAL CAMPAIGN
BOX 5644AMARILLOTX79117N/AGEN. CONTRIBUTION$20,000
AUSTIN WALDORF SCHOOL
8700 SOUTH VIEW ROADAUSTINTX78737N/AGEN. CONTRIBUTION$10,000
DIOCESE OF AMARILLO SEMINARY BURSE FUND
PO BOX 5644AMARILLOTX79117N/AGEN. CONTRIBUTION$1,500
CHAMPIONS OF BREAST HEALTH
PO BOX 1400AMARILLOTX79105N/AGEN. CONTRIBUTION$1,500
HIGH PLAINS FOOD BANK
815 ROSS STREETAMARILLOTX79102N/AGEN. CONTRIBUTION$2,000
MARTHAS HOME
1204 SW 18TH AVEAMARILLOTX79102N/AGEN. CONTRIBUTION$1,000
ALZHEIMER'S DISEASE RESEARCH
PO BOX 96011WASHINGTONDC200906011N/AGEN. CONTRIBUTION$500
AMARILLO AREA FOUNDATION
801 S FILLMORE ST STE 700AMARILLOTX79101N/AGEN. CONTRIBUTION$7,000
PANHANDLE PBS
PO BOX 447AMARILLOTX79178N/AGEN. CONTRIBUTION$800
SUSAN G KOMENRACE FOR THE CURE
PO BOX 50610AMARILLOTX79159N/AGEN. CONTRIBUTION$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$64,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,032ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,034ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,034TotalIncomeProducingActyAmt

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 BLVD 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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
J. DAVID JACKSON, LC TAX SERVICES$3,330
OPPENHEIMER INVESTMENT EXPENSES$20,177$20,177

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOPPEN #5606CategoryOrItemTxt
Book Value$830,381BookValueAmt
EOYFMV$1,015,696EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO FMV OF CONTRIBUTED STOCKDesc
Amt$101,701Amt

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