THE LONG FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE LONG FOUNDATION (EIN 74-2916682)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-20
- IRS object ID
- 202602329349100420
- Schema version
- 2025v4.2
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases 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 | 2026-08-20T12:33:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W 6TH STREET STE 1900 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742916682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LONG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 5124794080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N IH 35 SUITE 7C2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL A LONG | PersonNm |
| Person Title | TREASURER/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5124794080 | PhoneNum |
| Signature | 2026-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER TEAGUE | PreparerPersonNm |
| PTIN | P00848473 | PTIN |
| Phone | 5124796000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,513,682 | 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 |
| Dividends Rev And Expnss | $231,631 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $231,631 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,096,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,530,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,096,702 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $970 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,329,303 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,328,333 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,432 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,043 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,389 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,111 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $911 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,200 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,334 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,334 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,099 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,608 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,491 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,754 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,741 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,842 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,561 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,756 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,805 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $952 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,331 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $247,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,011 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $136,392 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $352,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $600,234 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,011 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $489,052 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $729,069 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,240,322 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $183,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $356,093 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $356,093 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,957 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,931 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,947 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,735,464 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,977,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,969,171 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,210 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,116,899 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,428,965 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,676,628 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $158,460 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $158,460 | LandBOYAmt |
| Land EOY | $158,460 | LandEOYAmt |
| Land EOYFMV | $505,843 | LandEOYFMVAmt |
| Total Assets BOY | $7,204,038 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,927,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,513,682 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $7,204,038 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,927,140 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,204,038 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,927,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,204,038 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,927,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,204,038 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $729,069 | ExcessRevenueOverExpensesAmt |
| Other Increases | $315 | OtherIncreasesAmt |
| Subtotal | $7,933,422 | SubtotalAmt |
| Other Decreases | $6,282 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,927,140 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,518,132 | $4,433,496 | $1,084,636 | $1,084,636 | |
| CAPITAL GAINS DIVIDENDS | $12,066 | $12,066 | $12,066 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,096,702 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,160 | OverpaymentAmt |
| Applied To ES Tax | $9,160 | 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 | WWW.LONGFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE LONG FOUNDATION | IndividualWithBooksNm |
| Phone | 5124794080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N IH 35 SUITE 7C2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JOE R LONG | ||||||||
| 40 N IH 35 SUITE 7C2 | AUSTIN | TX | 78701 | PRESIDENT/DIRECTOR | 5.00 | $0 | $0 | $0 |
| KALLY A LONG | ||||||||
| 40 N IH 35 SUITE 7C2 | AUSTIN | TX | 78701 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUBY LU ANN LONG | ||||||||
| 40 N IH 35 SUITE 7C2 | AUSTIN | TX | 78701 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MITCHELL A LONG | ||||||||
| 40 N IH 35 SUITE 7C2 | AUSTIN | TX | 78701 | SEC./TREAS./DIR./EXECUTIVE DIRECTOR | 40.00 | $90,432 | $9,111 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOWERS PONDER & ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3455 PEACHTREE RD NE STE 1000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $72,332 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,503,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $716,833 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $75,876 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,296,321 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,296,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $169,445 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,126,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $556,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $556,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,240 | TotalTaxAmt |
| Distributable Before Adj | $539,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $539,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $539,104 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $489,052 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $489,052 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $539,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $470,021 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $489,052 | QualifyingDistributionsAmt |
| Applied To Year1 | $470,021 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,031 | 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 | $520,073 | 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) |
|---|---|---|
| Contributing Manager | JOE R LONG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MITCHELL A LONG EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N IH 35 SUITE 7C2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124794080 | RecipientPhoneNum |
| Form And Info And Materials | SEE ORGANIZATION'S WEBSITE: WWW.LONGFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ORGANIZATION'S WEBSITE: WWW.LONGFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ORGANIZATION'S WEBSITE: WWW.LONGFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANTHROPOS ARTS | ||||||||
| PO BOX 685000 | AUSTIN | TX | 78768 | N/A | PC | GRANT SUPPORTING YOUTH MUSIC PROGRAM | $10,000 | |
| ASSISTANCE LEAGUE OF AUSTIN | ||||||||
| 4901 BURNET ROAD | AUSTIN | TX | 78756 | N/A | PC | GRANT SUPPORTING OPERATION WISH LIST PROGRAM | $15,000 | |
| AUSTIN CLASSICAL GUITAR | ||||||||
| PO BOX 4072 | AUSTIN | TX | 78765 | N/A | PC | GRANT SUPPORTING AUSTIN AREA SCHOOL-BASED GUITAR PROGRAM | $20,000 | |
| AUSTIN PARTNERS IN EDUCATION | ||||||||
| PO BOX 6118 | AUSTIN | TX | 78762 | N/A | PC | GRANT SUPPORTING MATH CLASSROOM COACHING PROGRAM | $10,000 | |
| AUSTIN SOUNDWAVES | ||||||||
| PO BOX 28251 | AUSTIN | TX | 78755 | N/A | PC | GRANT TO ADVANCE MUSICIAN PROGRAM INCLUDING COLLEGE ASSISTANCE | $20,000 | |
| AVANCE-AUSTIN | ||||||||
| PO BOX 19105 | AUSTIN | TX | 78760 | N/A | PC | GRANT SUPPORTING PARENT-CHILD PROGRAM | $20,000 | |
| BOOKSPRING | ||||||||
| PO BOX 153024 | AUSTIN | TX | 78715 | N/A | PC | GENERAL SUPPORT GRANT FOR VARIOUS PROGRAMS | $10,000 | |
| BREAKTHROUGH OF CENTRAL TEXAS | ||||||||
| 3100 E 5TH STREET SUITE 375 | AUSTIN | TX | 78702 | N/A | PC | GRANT SUPPORTING SUMMER PROGRAMS | $15,000 | |
| CAPITAL IDEA | ||||||||
| PO BOX 1784 | AUSTIN | TX | 78767 | N/A | PC | GRANT SUPPORTING 2-YEAR DEGREE PROGRAM | $10,000 | |
| CASA OF TRAVIS COUNTY | ||||||||
| 7600 CHEVY CHASE DRIVE SUITE 200 | AUSTIN | TX | 78752 | N/A | PC | SUPPORTING SPANISH-SPEAKING VOL. ADVOCATES | $15,000 | |
| CENTER FOR CHILD PROTECTION | ||||||||
| 8509 FM 969 BUILDING 2 | AUSTIN | TX | 78724 | N/A | PC | GRANT SUPPORTING FAMILY ADVOCATE PROGRAM | $10,000 | |
| COLLEGE POSSIBLE-TEXAS | ||||||||
| PO BOX 142308 | AUSTIN | TX | 78714 | N/A | PC | GRANT SUPPORTING AUSTIN AREA PROGRAM | $15,000 | |
| CON MI MADRE | ||||||||
| 1825 FORTVIEW ROAD SUITE 114 | AUSTIN | TX | 78704 | N/A | PC | GENERAL SUPPORT GRANT FOR AUSTIN AREA PROGRAM | $15,000 | |
| E3 ALLIANCE | ||||||||
| 5930 MIDDLE FISKVILLE ROAD SUITE | AUSTIN | TX | 78752 | N/A | PC | GRANT SUPPORTING EMERGENCY BRIDGE FUNDING PROGRAM | $15,000 | 507 |
| FOUNDATION COMMUNITIES | ||||||||
| 3000 S IH-35 SUITE 300 | AUSTIN | TX | 78704 | N/A | PC | GRANT SUPPORTING COLLEGE HUB PROGRAM | $20,000 | |
| GIRL EMPOWERMENT NETWORK | ||||||||
| PO BOX 3122 | AUSTIN | TX | 78764 | N/A | PC | GRANT SUPPORTING GIRL CONNECT PROGRAM AT SELECTED AREA SCHOOLS | $10,000 | |
| PELOTONU | ||||||||
| 1201 HACKBERRY STREET | AUSTIN | TX | 78702 | N/A | PC | GRANT SUPPORTING ONLINE COLLEGE DEGREE PROGRAM | $18,000 | |
| SAFE ALLIANCE | ||||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | N/A | PC | GRANT SUPPORTING SUMMER EDUCATION PROGRAM | $15,000 | |
| SUSTAINABLE FOOD CENTER | ||||||||
| 2921 EAST 17TH STREET BUILDING C | AUSTIN | TX | 78702 | N/A | PC | GRANT SUPPORTING BILINGUAL SPANISH-LANGUAGE PROGRAMMING | $10,000 | |
| THE LONG CENTER FOR THE PERFORMING ARTS | ||||||||
| 701 W RIVERSIDE DRIVE | AUSTIN | TX | 78704 | N/A | PC | SPONSORSHIP GRANT FOR THE TERESA LOZANO LONG DAY OPEN HOUSE COMMUNITY CELEBRATION | $14,660 | |
| TODOS JUNTOS LEARNING CENTER | ||||||||
| PO BOX 41213 | AUSTIN | TX | 78704 | N/A | PC | GRANT SUPPORTING EARLY CHILDHOOD EDUCATION PROGRAM | $10,000 | |
| UNIVERSITY OF TEXAS FOUNDATION FBO LITERACY FIRST | ||||||||
| PO BOX 250 | AUSTIN | TX | 78767 | N/A | PC | GRANT SUPPORTING LITERACY FIRST'S READING PROGRAM | $20,000 | |
| UNIVERSITY OF TEXAS FOUNDATION FBO UTEACH | ||||||||
| PO BOX 250 | AUSTIN | TX | 78767 | N/A | PC | GRANT SUPPORTING UTEACH INTERNSHIP PROGRAM | $10,000 | |
| UNIVERSITY OF TEXAS-RIO GRANDE VALLEY | ||||||||
| 701 E EXPRESSWAY 83 BOX 13 | MCALLEN | TX | 78501 | N/A | GOV | MEDICAL SCHOOL SCHOLARSHIPS | $20,000 | |
| LIRIOS PEDIATRICS | ||||||||
| 4201 S CONGRESS SUITE 202 | AUSTIN | TX | 78745 | N/A | PC | GRANT VALUE OF TABLE SPONSORSHIP AT ANNUAL FUNDRAISER | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,660 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,631 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,096,702 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $970 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,329,303 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,329,303 | 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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $8,334 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,334 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMD ARN ISS HSBC | $125,000 | $180,125 |
| EASTERLY GOVT PROPERTIES INC SHS | $232,496 | $101,710 |
| FIDELITY MSCI UTILITIES | $502,851 | $728,076 |
| GOLDMAN SACHS GROUP INC | $89,366 | $232,935 |
| JPMORGAN CHASE & CO | $91,034 | $217,499 |
| NEWMONT CORPORATION | $111,472 | $329,505 |
| SLV SUN ISS TD | $150,000 | $173,550 |
| ALIBABA GROUP HOLDING LT | $9,224 | $11,580 |
| ALPHABET INC SHS CL A | $10,646 | $162,548 |
| ALPHABET INC SHS CL C | $12,206 | $185,296 |
| AMAZON COM INC | $36,974 | $242,592 |
| AUTODESK INC | $14,092 | $101,827 |
| BLOCK INC | $46,821 | $28,249 |
| BOEING COMPANY | $150,884 | $189,980 |
| DEERE CO | $23,167 | $37,246 |
| DISNEY (WALT) CO COM STK | $98,362 | $97,728 |
| EXPEDITORS INTL WASH INC | $12,903 | $50,365 |
| FACTSET RESH SYS INC | $9,209 | $24,956 |
| ILLUMINA INC | $60,695 | $32,790 |
| INTUITIVE SURGICAL INC | $17,174 | $56,070 |
| META PLATFORMS INC CLASS A COMMON STOCK | $44,197 | $301,001 |
| MICROSOFT CORP | $11,178 | $173,620 |
| MONSTER BEVERAGE SHS | $18,832 | $117,305 |
| NETFLIX COM INC | $74,518 | $219,398 |
| NIKE INC CL B | $34,909 | $30,390 |
| NOVARTIS ADR | $30,352 | $49,220 |
| NOVO NORDISK A S ADR | $45,622 | $53,678 |
| NVIDIA | $10,076 | $468,115 |
| ORACLE CORP $0.01 | $36,067 | $194,130 |
| PAYPAL HOLDINGS INC SHS | $41,939 | $22,943 |
| QUALCOMM INC | $13,736 | $41,736 |
| REGENERON PHARMACTCLS | $52,103 | $87,993 |
| ROCHE HLDG LTD SPN ADR | $30,070 | $40,121 |
| SALESFORCE COM INC | $52,502 | $90,334 |
| SEI INVT CO PA PV $0.01 | $15,798 | $42,814 |
| SHOPIFY INC CL A | $48,768 | $132,961 |
| STARBUCKS CORP | $37,742 | $47,831 |
| TESLA INC | $140,326 | $350,782 |
| THERMO FISHER SCIENTIFIC | $47,920 | $51,571 |
| VERTEX PHARMCTLS INC | $60,682 | $109,713 |
| VISA INC CL A SHRS | $26,489 | $190,786 |
| WORKDAY INC CL A | $16,133 | $25,774 |
| YUM BRANDS INC | $11,920 | $35,551 |
| YUM CHINA HOLDINGS INC | $4,263 | $10,169 |
| ALLSTATE CORP DEL COM | $82,277 | $92,835 |
| ALPHABET INC SHS CL A | $75,996 | $114,558 |
| AMER EXPRESS COMPANY | $26,772 | $44,764 |
| ANALOG DEVISES INC COM | $105,409 | $112,819 |
| ASTRAZENICA PLC SPND ADR | $14,078 | $19,673 |
| AT&T INC | $200,869 | $188,411 |
| BLACKROCK INC REG SHS | $121,802 | $134,863 |
| BROADCOM INC | $16,305 | $38,763 |
| CATERPILLAR INC DEL | $92,290 | $101,971 |
| CSX CORP | $77,322 | $79,170 |
| DIGITAL RLTY TR INC | $91,398 | $82,925 |
| EATON CORP PLC | $26,839 | $46,821 |
| ELI LILLY & CO | $63,945 | $90,273 |
| EMERSON ELEC CO | $85,896 | $95,957 |
| EXXON MOBIL CORP COM | $142,017 | $158,247 |
| FREEPORT-MCMORAN INC | $54,660 | $70,497 |
| GENL DYNAMICS CORP COM | $44,438 | $57,569 |
| GILEAD SCIENCES INC COM | $91,671 | $117,217 |
| HEWLETT PACKARD | $105,602 | $120,244 |
| HOME DEPOT INC | $63,698 | $57,465 |
| HP INC | $42,189 | $28,741 |
| INTL BUSINESS MACHINES | $83,212 | $113,745 |
| JPMORGAN CHASE & CO | $89,955 | $182,699 |
| KINDER MORGAN INC DEL | $113,570 | $110,592 |
| MCDONALDS CORP COM | $66,708 | $77,019 |
| MEDTRONIC PLC SHS | $82,383 | $96,925 |
| META PLAFORMS INC | $64,280 | $60,728 |
| MICROSOFT CORP | $2,004 | $34,390 |
| PEPSICO INC | $49,610 | $52,672 |
| PRINCIPAL FINANCIAL GRP | $53,812 | $61,218 |
| PUB SVC ENTERPRISE GRP | $116,509 | $112,340 |
| REALTY INCM CRP MD PV$1 | $68,499 | $71,026 |
| RTX CORP | $52,019 | $81,430 |
| SEAGATE TECH HLDGS PUB | $22,652 | $45,990 |
| SIMON PROPERTY GROUP DEL | $109,838 | $119,396 |
| SYNCHRONY FINL COM | $86,510 | $110,461 |
| TJX COS INC NEW | $82,616 | $102,458 |
| TPG INC REG SHS CL A | $37,895 | $42,837 |
| TRUIST FINL CORP | $107,339 | $123,911 |
| WALMART INC | $17,973 | $41,110 |
| WELLS FARGO & CO | $112,030 | $148,002 |
| WELLTOWER INC | $25,700 | $38,050 |
| WILLIAMS COMPANIES DEL | $102,379 | $108,138 |
| XCEL ENERGY INC | $94,007 | $107,688 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,931 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,947 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE PRIVATE | AT COST | $300,000 | $294,796 |
| BLACKSTONE REAL ESTATE INCOME TRUST INC | AT COST | $284,911 | $362,693 |
| PARTNERS GROUP PRIVATE EQ MASTER FD LLC CL I | AT COST | $589,263 | $783,614 |
| STARWOOD REAL ESTATE INCOME TRUST INC | AT COST | $254,791 | $235,525 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CONDOMINIUM | CategoryOrItemTxt |
| Cost Or Other Basis | $158,460 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $158,460 | BookValueAmt |
| EOYFMV | $505,843 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $6,282 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $250 | $250 | $0 |
| INSURANCE | $4,039 | $404 | $3,635 |
| ADMINISTRATIVE EXPENSE | $1,589 | $298 | $1,291 |
| SUPPLIES | $65 | $0 | $65 |
| EVENT EXPENSE | $340 | $0 | $340 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $970 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $970 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| Amt | $315 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $72,332 | $72,332 | $0 |
| PAYROLL SERVICES | $2,393 | $239 | $2,154 |
| PROPERTY VALUATION CONSULTANT | $374 | $37 | $337 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $9,550 | $955 | $8,595 |
| FOREIGN TAXES | $1,092 | $1,092 | $0 |
| EXCISE TAX | $23,171 | $0 | $0 |
| PAYROLL TAXES | $6,941 | $694 | $6,247 |
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