SHEPHERD 5 POINTS FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHEPHERD 5 POINTS FAMILY FOUNDATION (EIN 45-3820534)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2025-03-17
- IRS object ID
- 202510769349100926
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-17T16:03:44-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 TAYLOR STREET SUITE 2200 | AddressLine1Txt |
| City | FT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453820534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHERD 5 POINTS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEP | BusinessNameControlTxt |
| Phone | 5124584338 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 BELMONT PARKWAY | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE SHEPHERD JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5124584338 | PhoneNum |
| Signature | 2025-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY LANDRY | PreparerPersonNm |
| PTIN | P01614538 | PTIN |
| Phone | 8172599100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,321,982 | 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 | $287,549 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $287,549 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $599,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,449,247 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $599,019 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $886,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $886,568 | 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 | $4,655 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,491 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,164 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,148 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,148 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,539 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,235 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,342 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,164 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $443,748 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $443,748 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $492,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $444,912 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $394,478 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $845,694 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $207,253 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $533,543 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $533,543 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,480,437 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,535,283 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,788,439 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,687,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,068,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,321,982 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,213 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,367 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,213 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,367 | 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 | $4,683,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,067,459 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,683,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,067,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,687,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,068,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,683,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $394,478 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,077,955 | SubtotalAmt |
| Other Decreases | $10,496 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,067,459 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $615,898 | $428,088 | $187,810 | $187,810 |
| PUBLICLY TRADED SECURITIES | P | $374,524 | $355,463 | $19,061 | $19,061 |
| PUBLICLY TRADED SECURITIES | P | $155 | $155 | $155 | |
| CAPITAL GAIN DISTRIBUTIONS | P | $2 | $2 | $2 | |
| CAPITAL GAIN DISTRIBUTIONS | P | $202 | $202 | $202 | |
| PUBLICLY TRADED SECURITIES | P | $81,183 | $92,369 | -$11,186 | -$11,186 |
| PUBLICLY TRADED SECURITIES | P | $1,377,283 | $974,308 | $402,975 | $402,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $599,019 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,755 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,755 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,755 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,287 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,287 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $115 | EsPenaltyAmt |
| Tax Due | $9,583 | TaxDueAmt |
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 | EUGENE SHEPHERD JR | IndividualWithBooksNm |
| Phone | 5124584338 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 BELMONT PARKWAY | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE SHEPHERD JR | ||||||||
| 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROBIN BEASLEY SHEPHERD | ||||||||
| 1101 BELMONT PARKWAY | AUSTIN | TX | 78703 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JAMES L SHEPHERD | ||||||||
| 214 WESTMORELAND STREET | HOUSTON | TX | 77006 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,380,967 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $291,536 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,672,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,672,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,088 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,572,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $328,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $328,621 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,755 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,755 | TotalTaxAmt |
| Distributable Before Adj | $316,866 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $316,866 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $316,866 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $444,912 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $444,912 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $316,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $168,413 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $52,175 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,365 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $296,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $444,912 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $316,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,046 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $424,999 | 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 | $168,413 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $256,586 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $52,175 | ExcessFromYear3Amt |
| Excess From Year2 | $76,365 | ExcessFromYear2Amt |
| Excess From Current Year | $128,046 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE DEVELOPMENT | |||||||
| 6401 CALHOUN RD | HOUSTON | TX | 77021 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| BREAKTHROUGH CENTRAL TEXAS | |||||||
| 1050 E 11TH ST | AUSTIN | TX | 78702 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| CAPITAL FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| CHRISTIAN COMMUNITY SERVICE CENTER | |||||||
| PO BOX 27924 | HOUSTON | TX | 77227 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| EPISCOPAL CHURCH OF THE GOOD SHEPHERD | |||||||
| 3201 WINDSOR RD | AUSTIN | TX | 78703 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 |
| FOUNDATION COMMUNITIES | |||||||
| 3000 S IH 35 FRONTAGE RD 300 | AUSTIN | TX | 78704 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| GREATER EUROPE | |||||||
| 18950 BASE CAMP RD | MONUMENT | CO | 80132 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| HELPING HAND HOME FOR CHILDREN | |||||||
| 3804 AVE B | AUSTIN | TX | 78751 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 3420 EXECUTIVE CENTER DR 108 | AUSTIN | TX | 78731 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| KIPP TEXAS PUBLIC SCHOOLS AUSTIN | |||||||
| 8509 FM 969 | AUSTIN | TX | 78724 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,248 |
| OTHER ONES FOUNDATION INC | |||||||
| 780 S HWY 183 | AUSTIN | TX | 78741 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $35,000 |
| PEACE AND DEVELOPMENT FOUNDATION | |||||||
| 2450 HOLCOMBE BLVD SUITE X | HOUSTON | TX | 77021 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| PRESERVATION AUSTIN | |||||||
| PO BOX 2113 | AUSTIN | TX | 78768 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| SWITCH ENERGY ALLIANCE | |||||||
| 3500 OAKMONT BLVD 100 | AUSTIN | TX | 78731 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $112,000 |
| TRINITY CENTER | |||||||
| 301 E 8TH ST | AUSTIN | TX | 78701 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $443,748 | 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 | $287,549 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $599,019 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $886,568 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $886,568 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,655 | Amt |
| Net Investment Income | $3,491 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,164 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS BANKING | $189,994 | $590,262 |
| GOLDMAN SACHS FIERA | $435,754 | $710,539 |
| GOLDMAN SACHS VAUGHAN NEL | $811,692 | $843,894 |
| JPMORGAN | $3,097,843 | $3,643,744 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $10,496 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE FEDERAL INCOME TAXES | Desc |
| BOY Book Value | $4,213 | BOYBookValueAmt |
| EOY Book Value | $1,367 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $29,460 | $29,460 | $0 |
| ADVISOR FEES | $6,688 | $6,688 | $0 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FORM 990-PF IS AMENDED TO INCLUDED INFORMATION FOR ACCOUNTS OPENED DURING 2022. THE PREVIOUSLY FILED RETURN REFLECTED DIFFERENT AMOUNTS FOR CASH, INVESTMENTS, UNREALIZED GAINS AND LOSSES, INVESTMENT INCOME, AND INVESTMENT EXPENSES. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $6,304 | $0 | $0 |
| FOREIGN TAXES | $1,235 | $1,235 | $0 |
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