INMAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- INMAN FOUNDATION (EIN 74-2833552)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349104277
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T16:41:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742900215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL LOCKE & RITTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVENUE SUITE 2000 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787019682 | 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 | 742833552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INMA | BusinessNameControlTxt |
| Phone | 5123703200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 BARTON CREEK BLVD 3103 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78735 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOBBY INMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5123703200 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANA MCCARTNEY | PreparerPersonNm |
| PTIN | P01302365 | PTIN |
| Phone | 5123703200 | PhoneNum |
| Preparation | 2026-05-06 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,230,414 | 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 |
| Interest On Sav Rev And Expnss | $363 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $363 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,932 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $236,748 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,140,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $236,748 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $298,043 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $298,043 | 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 | $8,508 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,808 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,855 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,855 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,436 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,663 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,636 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,663 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $259,380 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $69,413 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,079 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,079 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,072,465 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,167,022 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,111,975 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $33,430 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,184 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,360 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,175,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,286,285 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,230,414 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,952,433 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,952,433 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,777,125 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,666,148 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,175,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,286,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,175,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,286,285 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,175,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,570 | OtherIncreasesAmt |
| Subtotal | $2,286,285 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,286,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - H857 | P | $521,742 | $356,332 | $165,410 | $165,410 |
| PUBLICLY TRADED SECURITIES - 9845 | P | $1,619,145 | $1,547,807 | $71,338 | $71,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $236,748 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,605 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,605 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,605 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | 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 | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,205 | 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 | BOBBY R INMAN | IndividualWithBooksNm |
| Phone | 5123703200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 BARTON CREEK BLVD 3103 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78735 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BOBBY R INMAN | ||||||||
| 2500 BARTON CREEK BLVD 3103 | AUSTIN | TX | 78735 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| THOMAS C INMAN | ||||||||
| 2500 BARTON CREEK BLVD 3103 | AUSTIN | TX | 78735 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| WILLIAM C INMAN | ||||||||
| 2500 BARTON CREEK BLVD 3103 | AUSTIN | TX | 78735 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| NANCY INMAN | ||||||||
| 2500 BARTON CREEK BLVD 3103 | AUSTIN | TX | 78735 | SECRETARY | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $2,947,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,096,438 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,096,438 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,049,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,605 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,605 | TotalTaxAmt |
| Distributable Before Adj | $148,895 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $148,895 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $148,895 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $139,742 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $139,742 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,158 | 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 | $141,737 | 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 | BOBBY R INMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADL | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | FIGHT ANTISEMITISM, COMBAT EXTREMISM, AND DISRUPT THREATS | $1,000 |
| AUSTIN PBS | |||||||
| PO BOX 143626 | AUSTIN | TX | 78714 | NONE | PC | PROVIDES CONTENT AND SERVICES THAT EDUCATE, ENTERTAIN, AND INSPIRE OUR CENTRAL TEXAS COMMUNITY | $1,200 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 EAST CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | GOV | ART EXHIBITION & EDUCATION | $10,000 |
| CARITAS OF AUSTIN | |||||||
| 611 NECHES ST | AUSTIN | TX | 78701 | NONE | PC | PROVIDE ASSISTANCE TO THE NEEDY AND HOMELESS | $3,500 |
| CENTER FOR EXCELLENCE IN EDUCATION | |||||||
| 7918 JONES BRANCH DR STE 700 | MCLEAN | VA | 22102 | NONE | PC | EDUCATION | $5,000 |
| CENTRAL TEXAS FOOD BANK | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | NONE | PC | TO NOURISH HUNGRY PEOPLE AND LEAD THE COMMUNITY IN THE FIGHT AGAINST HUNGER | $7,500 |
| CENTRAL TEXAS PUBLIC SAFETY COMMISSION | |||||||
| 3112 WINDSOR ROAD STE A 131 | AUSTIN | TX | 78703 | NONE | PC | BRING TOGETHER COMMUNITY LEADERS TO STRENGTHEN PUBLIC SAFETY ACROSS CENTRAL TEXAS. | $5,000 |
| COUNCIL ON AT-RISK YOUTH | |||||||
| 3710 CEDAR STREET BOX 23 | AUSTIN | TX | 78705 | NONE | PC | HELPING YOUTH PROMOTE SAFE SCHOOLS AND SAFE COMMUNITIES | $500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE STE 1100N | BETHESDA | MD | 20814 | NONE | PC | FUND LIFESAVING RESEARCH & WORK TO PROVIDE ACCESS TO QUALITY CARE & TREATMENT FOR CF | $5,000 |
| FRIENDS OF FORD | |||||||
| 303 PEARL STREET NW | GRAND RAPIDS | MI | 49504 | NONE | PC | MAKE POSSIBLE OTHER ACTIVITIES COMPLIMENTING THE GERALD R FORD MUSEUM | $1,000 |
| HELPING HAND HOME FOR CHILDREN | |||||||
| 3804 AVENUE B | AUSTIN | TX | 78751 | NONE | PC | TO PROVIDE A NUTURING AND THERAPEUTIC HOME FOR CHILDREN AND TO RESTORE EACH CHILD TO A HEALTHY FAMILY SETTING | $3,500 |
| HOSPICE AUSTIN | |||||||
| 4107 SPICEWOOD SPRINGS STE 100 | AUSTIN | TX | 78759 | NONE | PC | SERVICE TO TERMINALLY ILL AND BEREAVED PERSONS | $1,000 |
| HUMANITIES TEXAS | |||||||
| 1410 RIO GRANDE ST | AUSTIN | TX | 78701 | NONE | PC | ADVANCING EDUCATION AND CULTURAL UNDERSTANDING | $1,000 |
| HUSTON-TILLOTSON UNIVERSITY | |||||||
| 900 CHICON STREET | AUSTIN | TX | 78702 | NONE | GOV | EDUCATION | $2,500 |
| KEY TO CHANGE | |||||||
| PO BOX 16787 | SEATTLE | WA | 98116 | NONE | PC | CHANGE COMMUNITY THROUGH MUSIC AND EDUCATION | $5,000 |
| LIFESPACE FOUNDATION | |||||||
| 3501 OLYMPUS BLVD SUITE 300 | DALLAS | TX | 75019 | NONE | PC | IMPROVING LIVES OF THE PEOPLE IN COMMUNITY | $2,500 |
| NAVAL AVIATION MUSEUM FOUNDATION | |||||||
| 1750 RADFOR BOULEVARD SUITE B | PENSACOLA | FL | 32508 | NONE | PC | DISPLAY HISTORIC NAVAL AVIATION & EDUCATE | $1,000 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D ST BLDG 5326 | VIRGINIA BEACH | VA | 23459 | NONE | PC | SUPPORTING AND SUSTAINING THE PHYSICAL AND MENTAL HEALTH OF NSW SERVICE MEMBERS, VETERANS, AND FAMILIES | $1,000 |
| RAINFOREST PARTNERSHIP | |||||||
| PO BOX 49268 | AUSTIN | TX | 78765 | NONE | PC | PROTECT AND REGENERATE TROPICAL RAINFORESTS | $2,500 |
| SAMARITAN CENTER | |||||||
| 8956 RESEARCH BLVD BLDG 2 | AUSTIN | TX | 78758 | NONE | PC | TO PROVIDE MENTAL HEALTH AND WELL-BEING SERVICES TO THE MOST VULNERABLE IN OUR COMMUNITY | $3,000 |
| ST JAMES SCHOOL | |||||||
| 17641 COLLEGE ROAD | HAGERSTOWN | MD | 21740 | NONE | GOV | EDUCATION | $1,000 |
| TEXAS STATE HISTORY MUSEUM FOUNDATION | |||||||
| PO BOX 12456 | AUSTIN | TX | 78711 | NONE | PC | RAISE PRIVATE FUNDS TO SUPPORT THE TEXAS STATE HISTO | $1,000 |
| THE JAMES DICK FD FOR THE PERFORMING ARTS | |||||||
| 248 JASTER RD | ROUND TOP | TX | 78954 | NONE | PC | MUSIC INSTITUTE FOR ASPIRING YOUNG MUSICIANS | $1,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | NONE | GOV | EDUCATION | $63,500 |
| TYLER JUNIOR COLLEGE FOUNDATION | |||||||
| PO BOX 9020 | TYLER | TX | 75711 | NONE | PC | EDUCATION | $2,500 |
| UNITED STATES NAVAL INSTITUTE | |||||||
| 291 WOOD ROAD | ANNAPOLIS | MD | 21402 | NONE | PC | ADVANCE KNOWLEDGE IN THE ART OF NAVAL & MARITIME INTELLIGENCE | $1,000 |
| UNIVERSITY OF TEXAS AT DALLAS | |||||||
| 800 W CAMPBELL ROAD SPN 10 | RICHARDSON | TX | 75080 | NONE | GOV | EDUCATION | $3,500 |
| ZACH THEATRE CAPITAL CAMPAIGN | |||||||
| 202 S LAMAR BLVD | AUSTIN | TX | 78704 | NONE | PC | FOSTERING ARTISTIC EDUCATION & EXPRESSION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $363 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,932 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $236,748 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $298,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $298,043 | 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 | $8,508 | Amt |
| Net Investment Income | $2,808 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (94 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAR CORP | $20,983 | $23,512 |
| ABBOTT LABS | $30,737 | $32,074 |
| ABBVIE INCORPORATED | $24,170 | $44,784 |
| ACCENTURE PLC IRELAND SHS CLASS A | $21,883 | $17,976 |
| ALPHABET INCORPORATED CAP STK CLASS A | $31,400 | $55,088 |
| ALTRIA GROUP INCORPORATED | $29,508 | $28,715 |
| AMAZON COM | $18,722 | $17,542 |
| AMEREN CORPORATION | $10,015 | $13,681 |
| AMERICAN ELEC PWR COMPANY INCORPORATED | $15,322 | $19,833 |
| AMERICA EXPRESS COMPANY | $19,458 | $21,087 |
| ANALOG DEVICES INC | $31,933 | $55,596 |
| APPLOVIN CORP | $31,218 | $45,146 |
| ASTRAZENECA PLC | $20,093 | $21,328 |
| AT&T INCORPORATED | $26,478 | $41,806 |
| AUTOMATIC DATA PROCESSING INCORPORATED | $22,222 | $26,495 |
| AVERY DENNISON CORPORATION | $10,792 | $14,369 |
| BANK AMER CORPORATION | $35,635 | $58,465 |
| BANK NEW YORK MELLON CORPORATION | $23,761 | $50,383 |
| BLACKROCK INCORPORATED | $17,839 | $34,251 |
| BRISTOL MYERS SQUIBB | $19,212 | $18,070 |
| BROADCOM INC | $19,909 | $18,343 |
| BROADCOM INCORPORATED | $5,599 | $51,223 |
| CHEVRON CORPORATION NEW | $38,155 | $44,656 |
| CHUBB LIMITED | $31,841 | $55,245 |
| CISCO SYSTEMS INCORPORATED | $28,089 | $53,921 |
| CME GROUP INCORPORATED | $25,796 | $35,227 |
| CMS ENERGY CORPORATION | $6,775 | $8,951 |
| COCA COLA COMPANY | $27,128 | $32,019 |
| COMCAST CORPORATION | $42,441 | $33,686 |
| CONOCOPHILLIPS | $25,965 | $27,241 |
| CRANE CO | $10,460 | $11,066 |
| CSX CORPORATION | $17,114 | $18,995 |
| CUMMINS INCORPORATED | $6,050 | $12,761 |
| DANAHER CORPORATION | $12,477 | $13,964 |
| DISNEY WALT COMPANY | $37,772 | $40,388 |
| DTE ENERGY COMPANY | $4,109 | $7,481 |
| EBAY INCORPORATED | $10,754 | $17,507 |
| EMERSON ELEC COMPANY | $12,825 | $12,874 |
| ENTERGY CORPORATION NEW | $18,542 | $30,040 |
| EXXON MOBIL CORPORATION | $44,090 | $60,651 |
| FTAI AVIATION LTD SHS | $19,481 | $19,291 |
| GE AEROSPACE | $20,786 | $27,723 |
| GENERAL DYNAMICS CORPORATION | $26,445 | $34,003 |
| GILEAD SCIENCES INCORPORATED | $25,328 | $27,617 |
| HOME DEPOT INCORPORATED | $26,119 | $39,916 |
| HONEYWELL INTERNATIONAL | $17,069 | $23,996 |
| ILLINOIS TOOL WKS INCORPORATED | $22,997 | $22,660 |
| INTERNATIONAL BUSINESS | $23,268 | $51,244 |
| INVESCO QQQ TR UNIT SER 1 | $52,976 | $60,202 |
| JODY INC ADS REPSTG COM A | $20,845 | $80,982 |
| JOHNSON & JOHNSON | $64,947 | $93,748 |
| JPMORGAN CHASE & COMPANY | $45,742 | $119,221 |
| KLA-TENCOR CORPORATION | $6,389 | $36,452 |
| L3HARRIS TECHNOLOGIES INCORPORATED | $13,078 | $13,211 |
| LAM RESEARCH | $12,799 | $34,921 |
| LINDLE PLC SHS | $18,456 | $27,289 |
| MARSH & MCLENNAN | $16,350 | $23,747 |
| MCDONALDS CORPORATION | $31,929 | $41,566 |
| MEDTRONIC PLC SHS | $26,811 | $28,434 |
| MERCK & COMPANY | $25,437 | $29,999 |
| MICRON TECHNOLOGY | $20,819 | $23,689 |
| MICROSOFT CORPORATION | $29,664 | $65,772 |
| MONDELEZ INTERNATIONAL INC | $26,014 | $22,555 |
| MORGAN STANLEY COM NEW | $27,962 | $50,596 |
| NEXTERA ENERGY CORP | $10,455 | $14,932 |
| NORTHROP GRUMAN CORPORATION | $16,449 | $23,949 |
| NVIDIA CORP | $42,203 | $42,149 |
| PALANTIR TECHNOLOGIES INC | $20,611 | $29,684 |
| PACKAGING CORPORATION | $8,439 | $13,611 |
| PARKER HANNIFIN CORPORATION | $14,143 | $55,374 |
| PEPSICO INCORPORATED | $13,789 | $14,783 |
| PHILLIP MORRIS INTERNATIONAL INC | $10,657 | $10,586 |
| PNC FINL SVCS GROUP INCORPORATED | $20,411 | $32,979 |
| PROCTER AND GAMBLE | $46,462 | $53,741 |
| QUALCOMM INCORPORATED | $11,602 | $11,802 |
| SALESFORCE INC | $17,298 | $18,014 |
| SOUTHERN COMPANY | $22,062 | $27,468 |
| SPDR PORTFOLIO S&P 500 VALUE ETF | $51,306 | $59,327 |
| SPOTIFY TECHNOLOGY | $30,758 | $24,971 |
| TAKE-TWO INTERACTIVE SOFTWARE INC | $20,311 | $22,787 |
| TE CONNECTIVITY PLC ORD SHS | $19,534 | $28,894 |
| TEXAS INSTRS INCORPORATED | $7,271 | $11,971 |
| TJX COMPANIES INCORPORATED NEW | $19,275 | $30,722 |
| TRANE TECHNOLOGIES PLC | $7,224 | $24,520 |
| UNION PACIFIC CORPORATION | $23,072 | $29,146 |
| UNITEDHEALTH GROUP | $45,864 | $31,691 |
| VALERO ENERGY CORPORATION | $12,537 | $20,837 |
| VANGUARD INFORMATION TECHNOLOFY | $51,601 | $50,503 |
| VISA INC CLASS A | $9,878 | $14,379 |
| VISA INCORPORATED COM | $24,373 | $34,019 |
| WALMART INCORPORATED | $29,558 | $65,509 |
| WASTE MGMT INCORPORATED DEL | $17,144 | $27,464 |
| WEC ENERGY GROUP | $9,968 | $13,077 |
| WELLS FARGO COMPANY | $23,784 | $47,812 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AVALONBAY COMNTYS INCORPORATED REIT | AT COST | $12,192 | $9,609 |
| PROLOGIS INCORPORATED REIT | AT COST | $10,166 | $10,723 |
| PUBLIC STORAGE REIT | AT COST | $9,288 | $8,304 |
| WELLTOWER INCORPORATED REIT | AT COST | $6,538 | $8,724 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE RETURN ON INVESTMENT | Desc |
| Amt | $1,570 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $35,855 | Amt |
| Net Investment Income | $35,855 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $3,058 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |