-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE ALICE KLEBERG REYNOLDS MEYER
FOUNDATION FROST NATIONAL BANK TR
Number and street (or P.O. box number if mail is not delivered to street address)
P O BOX 2127
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AUSTIN
,
TX
78768
A Employer identification number
74-2847652
B
Telephone number (see instructions)
(514) 473-4804
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
33,927,263
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
249,638
249,638
4
Dividends and interest from securities
...
414,347
414,347
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
646,014
b
Gross sales price for all assets on line 6a
2,233,781
7
Capital gain net income (from Part IV, line 2)
...
646,014
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
10,575
293
12
Total.
Add lines 1 through 11
........
1,320,574
1,310,292
13
Compensation of officers, directors, trustees, etc.
110,448
110,448
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
6,600
6,600
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
1,954
1,551
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
17,986
17,986
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
136,988
136,585
0
25
Contributions, gifts, grants paid
.......
1,527,861
1,527,861
26
Total expenses and disbursements.
Add lines 24 and 25
1,664,849
136,585
1,527,861
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-344,275
b
Net investment income
(if negative, enter -0-)
1,173,707
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,368,861
1,605,140
1,605,140
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
10,882,048
10,476,433
23,039,468
c
Investments—corporate bonds (attach schedule)
.......
9,215,646
9,040,707
9,282,655
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
21,466,555
21,122,280
33,927,263
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
21,466,555
21,122,280
29
Total net assets or fund balances
(see instructions)
.....
21,466,555
21,122,280
30
Total liabilities and net assets/fund balances
(see instructions)
.
21,466,555
21,122,280
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
21,466,555
2
Enter amount from Part I, line 27a
.....................
2
-344,275
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
21,122,280
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
21,122,280
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
3523.8 SHS TAKEDA PHARMACEUTICAL CO
P
2019-02-04
b
84,000 ANHEUSER-BUSCH INBEV 2.5%
P
2019-11-12
c
1641 SHS DOWINC COM
P
2019-04-05
d
600 SHS BRISTOL-MYERS SQUIBB CO CVR
P
2019-12-02
e
554 SHS ALCOM INC
P
2019-05-09
.999 SHS DUPONT DE NEMOURS INC
P
2019-06-19
3800 SHS INTEL CORP COM
P
2019-07-25
1200 SHS SKYWORKS SOLUTIONS INC
P
2019-07-25
1641 SHS CORTEVA INC
P
2019-08-20
150 SHS AMAZON COM INC
P
2019-10-21
900 SHS COLGATE-PALMOLIVE CO
P
2019-10-21
500 SHS HOME DEPOT INC
P
2019-10-21
900 SHS LAM RESEARCH CORP
P
2019-10-21
1800 SHS SCHWAB CHARLES CORP NEW
P
2019-10-21
300,000 CAPITAL ONE FINL CORP 2.45%
P
2019-03-25
300,000 SHELL INTL FIN 4.3%
P
2019-09-22
62,000 ANHEUSER-BUSCH IMBEV 2.5%
P
2019-10-29
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
71,701
69,079
2,622
b
85,662
81,274
4,388
c
94,033
44,233
49,800
d
1,253
1,278
-25
e
33,191
18,810
14,381
75
33
42
197,235
79,847
117,388
102,277
118,055
-15,778
49,996
23,312
26,684
266,898
44,154
222,744
61,190
30,876
30,314
118,431
14,650
103,781
215,114
127,695
87,419
73,465
45,647
27,818
300,000
300,000
300,000
328,836
-28,836
63,260
59,988
3,272
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
2,622
b
4,388
c
49,800
d
-25
e
14,381
42
117,388
-15,778
26,684
222,744
30,314
103,781
87,419
27,818
-28,836
3,272
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
646,014
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
2,622
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
1,413,314
30,975,405
0.045627
2017
1,393,606
29,506,874
0.047230
2016
1,418,951
27,779,711
0.051079
2015
1,433,257
28,778,621
0.049803
2014
1,329,000
28,937,410
0.045927
2
Total
of line 1, column (d)
.....................
2
0.239666
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.047933
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
32,007,947
5
Multiply line 4 by line 3
......................
5
1,534,237
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
11,737
7
Add lines 5 and 6
........................
7
1,545,974
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,527,861
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
23,474
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
23,474
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
23,474
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
21,000
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
21,000
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
2,474
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
TX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.AKRFOUNDATION.ORG
14
The books are in care of
FROST NATIIONAL BANK
Telephone no.
(512) 473-4804
Located at
401 CONGRESS AVENUE
AUSTIN
TX
ZIP+4
78701
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
FROST NATIONAL BANK
CHRISTINE BOYD
TRUSTEE
4.00
110,448
0
0
P O BOX 2127
AUSTIN
,
TX
78768
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
N/A
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
30,752,967
b
Average of monthly cash balances
.......................
1b
1,742,411
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
32,495,378
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
32,495,378
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
487,431
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
32,007,947
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,600,397
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,600,397
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
23,474
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
23,474
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,576,923
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
1,576,923
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
1,576,923
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,527,861
b
Program-related investments—total from Part IX-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,527,861
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,527,861
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,576,923
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,527,852
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,527,861
a
Applied to 2018, but not more than line 2a
1,527,852
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
9
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
1,576,914
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
FROST NATIONAL BK
C/O J TORGESON
401 CONGRESS AVE
AUSTIN
,
TX
78701
(512) 473-4804
JTORGESON@FROSTBANK.COM
b
The form in which applications should be submitted and information and materials they should include:
1) THE REQUEST FOR THE GRANT SHOULD BE RECEIVED ON THE ORGANIZATIONS LETTERHEAD AND SIGNED BY A MEMBER OF THEIR BOARD OF DIRECTORS OR AN OFFICER OF THE ORGANIZATION. 2) THE LETTER SHOULD CONTAIN THE FOLLOWING INFORMATION: A) SPECIFIC INFORMATION RELATED TO THE DESIRED USE OF THE GRANT. B) A COPY OF THE ORGANIZATIONS EXEMPTION LETTER FROM INTERNAL REVENUE SERVICE, INCLUDING THE LAST 2 YEARS' 990 TAX RETURNS.
c
Any submission deadlines:
SEPTEMBER 15TH OF EACH YEAR.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE RESTRICTED TO ORGANIZATIONS WHOSE CHARITABLE PURPOSES SHALL BE LIMITED TO AND SHALL INCLUDE ONLY MEDICAL, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES AND THE ARTS, WITHIN THE MEANING OF THOSE TERMS AS HAVE BEEN DETERMINED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, BUT ONLY SUCH PURPOSES AS ALSO CONSTITUTE PUBLIC CHARITABLE PURPOSES UNDER THE LAW OF TRUSTS OF THE STATE OF TEXAS. GRANTS ARE FURTHER RESTRICTED TO THOSE ABOVE MENTIONED ORGANIZATIONS THAT WILL USE THE DISTRIBUTION EXCLUSIVELY WITHIN SPECIFIED SOUTH TEXAS COUNTIES.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ALLISON ORR DANCE INC (DBA FORKLIF
2023 CESAR CHAVEZ
AUSTIN
,
TX
78702
NONE
PC
COMMUNITY ACTIVATION OF DOWNS FIELD
10,000
ALZHEIMER'S TEXAS
7719 WOOD HOLLOW DRIVE
AUSTIN
,
TX
78731
NONE
PC
REGIONAL SUPPORT AND EDUCATION SERVI
25,000
AMERICAN GATEWAYS FKA PAPA
314 E HIGHLAND MALL BLVD
AUSTIN
,
TX
78752
NONE
PC
IMMIGRATION LEGAL SERVICES
30,000
AUSTIN COMMUNITY FOUNDATION
4315 GUADALUPE SUITE 300
AUSTIN
,
TX
78751
NONE
PC
EDUCATION AND SUPPORT BUILDING THE D
50,000
AUSTIN ED FUND
1111 W 6TH ST SUITE C-
AUSTIN
,
TX
78703
NONE
PC
STUDENT OPPORTUNITY FUND FOR AUSTIN
2,500
AUSTIN FILM FESTIVAL INC
1801 SALINA STREET
AUSTIN
,
TX
78702
NONE
PC
AUSTIN FILM FESTIVAL'S AWARDS LUNCHE
35,000
AUSTIN GROUPS FOR THE ELDERLY (DBA
3710 CEDAR STREET BOX 2
AUSTIN
,
TX
78705
NONE
PC
BRINGING THE ARTS TO US
5,000
AUSTIN LATINOA LESBIAN GAY ORGANIZ
701 TILLERY ST BOX 4
AUSTIN
,
TX
78702
NONE
PC
YOUR HEALING IS KILLING ME EDUCATION
13,500
AUSTIN PUBLIC LIBRARY FRIENDS FOUND
PO BOX 13201
AUSTIN
,
TX
78711
NONE
POF
GENERAL OPERATING SUPPORT
3,000
AUSTIN THEATRE ALLIANCE (THE PARAMO
PO BOX 1566
AUSTIN
,
TX
78767
NONE
PC
PARAMOUNT EDUCATION 2019-20
10,000
AUTISM SERVICE CENTER OF SAN ANTONI
4242 WOODCOCK DR SUITE 1
SAN ANTONIO
,
TX
78228
NONE
PC
CAMP AUSOME - CAMP ACTIVITY SUPPLIES
5,000
BARTON SPRINGS CONSERVANCY
2100 STAMFORD
AUSTIN
,
TX
78703
NONE
PC
BARTON SPRINGS EDUCATION & BATHH
15,000
BEXAR LAND TRUST (DBA GREEN SPACES
108 EAST MISTLETOE
SAN ANTONIO
,
TX
78212
NONE
PC
PICTURE YOUR WORLD YOUTH PHOTOGRAPHY
6,000
CAMPUS CRUSADE FOR CHRIST (CRU-AUST
8213-A SHOAL CREEK BLVD
AUSTIN
,
TX
78757
NONE
PC
CAMPUS CRUSADE FOR CHRIST (CRU-AUSTI
10,000
CANDLELIGHT RANCH
PO BOX 26367
AUSTIN
,
TX
78755
NONE
PC
CHILDREN & NATURE: PROGRAMMING F
5,000
CAPITAL OF TEXAS PUBLIC TELECOMMUNI
PO BOX 7158
AUSTIN
,
TX
78713
NONE
PC
GENERAL OPERATIONS OF THE ORGANIZATI
24,000
CASA DE MISERICORDIA
PO BOX 430175
LAREDO
,
TX
78043
NONE
PC
CASA DE MISERICORDIA
787
CASA OF KLEBERG COUNTY
203 S 10TH STREET
KINGSVILLE
,
TX
78363
NONE
PC
BRUSH COUNTRY CASA
10,000
CENTER FOR CHILD PROTECTION
8509 FM 969 BUILDING 2
AUSTIN
,
TX
78724
NONE
PC
DANCING WITH THE STARS AUSTIN 2019
7,500
CENTER FOR REFUGEE SERVICES
8703 WURZBACH
SAN ANTONIO
,
TX
78240
NONE
PC
WELLNESS, SELF-SUFFICIENCY, AND COMM
25,000
CENTER FOR WOMEN & THEIR WORK
1710 LAVACA
AUSTIN
,
TX
78701
NONE
PC
NEW COMMISSIONING PROJECT
4,500
CENTRO CULTURAL AZTLAN
1800 FREDERICKSBURG RD
AUSTIN
,
TX
78201
NONE
PC
LAS MUJERES DE AZTLAN
25,000
CONJUNTO HERITAGE TALLER
PO BOX 10440
SAN ANTONIO
,
TX
78210
NONE
PC
CONJUNTO IN THE COMMUNITY
10,000
DEBORAH HAY DANCE CO
1703 ALTA VISTA AVE
AUSTIN
,
TX
78704
NONE
PC
DEBORAH HAY CAREER RE-PERSPECTIVE, T
15,000
EASTSIDE YOUTH SERVICES AND STREET
POBOX 1415
AUSTIN
,
TX
78767
NONE
EOF
FIELD SUPPORT
10,000
ESPERANZA PEACE AND JUSTICE CENTER
922 SAN PEDRO AVE
SAN ANTONIO
,
TX
78212
NONE
PC
DOMESTICAS UNIDAS - WORKER TRAINING
35,000
FOREVER FOUNDATION FOR TEXASTEXAS
3660 THOUSAN OAKS SUITE
SAN ANTONIO
,
TX
78247
NONE
PC
NATURAL RESOURCE EDUCATION FOR TEXAN
10,000
FUERZA UNIDA
710 NEW LAREDO HWY
SAN ANTONIO
,
TX
78211
NONE
PC
FUERZA UNIDA'S MEMBERSHIP PROGRAM &A
35,000
GAZELLE FOUNDATION
PO BOX 1487
AUSTIN
,
TX
78767
NONE
PF
AUSTIN OPERATIONS & RUN FOR THE
35,000
GEMINI SERIES INC (DBA GEMINI INK
1111 NAVARRO STREET
SAN ANTONIO
,
TX
78205
NONE
PC
WRITERS IN COMMUNITIES PROGRAM OPERA
5,000
GIRL SCOUTS OF CENTRAL TEXAS
12012 PARK THIRTY-FIVE CI
AUSTIN
,
TX
78753
NONE
PC
GAMMA SIGMA GIRLS
1,000
GIRL SCOUTS OF SAN JACINTO COUNCIL
3110 SOUTHWEST FREEWAY
HOUSTON
,
TX
77098
NONE
PC
GIRL SCOUTING IN THE SCHOOL DAY (GSI
3,116
GIRL SCOUTS OF SOUTHWEST TEXAS
811 N COKER LOOP
SAN ANTONIO
,
TX
78216
NONE
PC
GIRL GENIUS AFTER-SCHOOL TUTORING PR
5,000
GIRL SCOUTS OF SOUTHWEST TEXAS
811 N COKER LOOP
SAN ANTONIO
,
TX
78216
NONE
PC
OPERATIONS AT WEST SIDE GIRL SCOUT L
10,000
GIRLS INC OF SAN ANTONIO
118 N MEDINA
SAN ANTONIO
,
TX
78207
NONE
PC
SPRING BREAK STEAM CAMP
6,871
GREATER AUSTIN CRIME COMMISSION
815 BRAZOS SUITE 701
AUSTIN
,
TX
78701
NONE
PC
GREATER AUSTIN CRIME COMMISSION
10,000
GREATER EDWARDS AQUIFER ALLIANCE
PO BOX 15618
SAN ANTONIO
,
TX
78212
NONE
PC
GREATER EDWARDS AQUIFER ALLIANCE TEC
7,500
HEROES ON THE WATER
101-C N GREENVILLE AVENU
ALLEN
,
TX
75002
NONE
PC
RECONNECT COMMUNITY - A HEROES ON TH
5,000
HIL COUNTRY CONSERVANCY
PO BOX 163125
AUSTIN
,
TX
78716
NONE
PC
HILL COUNTRY CONSERVANCY CONSERVATI
10,000
HILL COUNTRY QUAIL COALITION
600 CONGRESS AVENUE SUIT
AUSTIN
,
TX
78701
NONE
EOF
CAESAR KLEBERG WILDLIFE RESEARCH INS
10,000
HONOR FLIGHT AUSTIN
815 A-BRAZOS ST UPS BOX
AUSTIN
,
TX
78701
NONE
PC
HONOR FLIGHT AUSTIN
10,000
HOUSTON CENTER FOR PHOTOGRAPHY
1441 WEST ALABAMA
HOUSTON
,
TX
77006
NONE
SO I
GIRLS' OWN STORIES
5,000
I LIVE HERE I GIVE HERE
1310 S 1ST STREET SUITE
AUSTIN
,
TX
78704
NONE
PC
I LIVE HERE I GIVE HERE - THE BIG GI
1,287
INDIGENOUS CULTURES INSITITUTE
600 BOULDER BLUFF
SAN MARCOS
,
TX
78666
NONE
PC
WOMAN OF THE WATER
24,000
JUMP-START PERFORMANCE CO
710 FREDERICKSBURG ROAD
SAN ANTONIO
,
TX
78201
NONE
PC
GIRL PROJECT AT BONHAM ACADEMY
15,000
JUMP-START PERFORMANCE CO
710 FREDERICKSBURG ROAD
SAN ANTONIO
,
TX
78201
NONE
PC
JUMP-START PERFORMANCE CO. 2019-2020
15,000
KICK DRUGS OUT OF AMERICA (DBA KICK
10222 WESTHEIMER ROAD
HOUSTON
,
TX
77042
NONE
PC
MENDEZ MIDDLE SCHOOL KICKSTART KIDS
5,000
LA PEA INC
227 CONGRESS AVE
AUSTIN
,
TX
78701
NONE
PC
LATINO ARTS IN AUSTIN
2,500
LA POSADA PROVIDENCIA
30094 MARYDALE ROAD
SAN BENITO
,
TX
78586
NONE
PC
LA POSADA PROVIDENCIA CLIENT TRANSPO
8,800
LATINITAS
1023 SPRINGDALE RD BLDG
AUSTIN
,
TX
78721
NONE
PC
LATINITAS: THE FUTURE IS CHICA
5,000
LESBIAN HEALTH INTITIATIVE OF HOUST
401 BRANARD ST
HOUSTON
,
TX
77006
NONE
PC
IMPROVING WOMEN'S HEALTH OUTCOMES TH
15,000
MARTINEZ STREET WOMEN'S CENTER
801 N OLIVE
SAN ANTONIO
,
TX
78202
NONE
SO I
MSWC RADIO PROJECT
35,000
MARTINEZ STREET WOMEN'S CENTER
802 N OLIVE
SAN ANTONIO
,
TX
78202
NONE
SO I
WHOLE WOMAN WHOLE WORLD PROGRAM
10,000
MINDPOP
7112 BURNET ROAD UNIT B
AUSTIN
,
TX
78757
NONE
PC
CREATIVE LEARNING INITIATIVE
2,500
NEW VENTURE FUND
1201 CONNECTICUT AVENUE
NW WASHINGTON
,
DC
20036
NONE
PC
SUPERMAJORITY EDUCATION FUND
50,000
NEW YORK FOUNDATION FOR THE ARTS
20 JAY STREET
BROOKLYN
,
NY
11201
NONE
PC
THE ANNA DEAVERE SMITH PIPELINE PROJ
25,000
OFICINA LEGAL DEL PUEBLO UNIDO INC
1405 MONTOPOLIS DRIVE
AUSTIN
,
TX
78741
NONE
PC
PROTECTING AND EXPANDING VOTING RIGH
25,000
PARTNERS FOR EDUCATION AGRICULTURE
1712 BISSEL LN
AUSTIN
,
TX
78745
NONE
PC
PEAS EDIBLE EDUCATION
5,000
PEASE PARK CONSERVANCY
PO BOX 50065
AUSTIN
,
TX
78763
NONE
PC
KINGSBURY COMMONS PROJECT
5,000
PEOPLE'S COMMUNITY CLINIC
1101 CAMINO LA COSTA
AUSTIN
,
TX
78752
NONE
PC
BUILDING A HEALTHY COMMUNITY
2,500
PLANNED PARENTHOOD GULF COAST INC
4600 GULF FREEWAY
HOUSTON
,
TX
77023
NONE
PC
SUPPORT TO EXPAND HEALTH CARE SERVIC
35,000
PLANNED PARENTHOOD OF GREATER TEXAS
7424 GREENVILLE AVENUE S
DALLAS
,
TX
75231
NONE
PC
REQUEST FOR ANNUAL OPERATIONS
50,000
PLANNED PARENTHOOD SOUTH TEXAS
2140 BABCOCK ROAD
SAN ANTONIO
,
TX
78229
NONE
PC
FAMILY PLANNING IN THE RIO GRANDE VA
35,000
PLANNED PARENTHOOD SOUTH TEXAS
2141 BABCOCK ROAD
SAN ANTONIO
,
TX
78229
NONE
PC
FAMILY PLANNING IN SAN ANTONIO
20,000
PLAYWORKS EDUCATION ENERGIZED
7213 WYNNWOOD
HOUSTON
,
TX
77008
NONE
PC
CLASSROOM LEARNING TIME, PLAYWORKS T
10,000
PROGRESS TEXAS INSTITUTE
1023 SPRINGDALE RD 11D
AUSTIN
,
TX
78721
NONE
PC
ANGRY TIAS AND ABUELAS OF THE RGV
10,000
PROJECT ROW HOUSES
2521 HOLMAN ST
HOUSTON
,
TX
77004
NONE
PC
YOUNG MOTHERS RESIDENTIAL PROGRAM
15,000
RED SALMON ARTS
4926 E CESAR CHAVEZ ST UN
AUSTIN
,
TX
78702
NONE
PC
VOXFEM
70,000
REGARDING CANCER
PO BOX 204451
AUSTIN
,
TX
78720
NONE
PC
PEER-TO-PEER CANCER SUPPORT PROGRAM
1,000
SAHELI
PO BOX 14234
AUSTIN
,
TX
78761
NONE
PC
LIFE SKILLS FOR IMMIGRANT SURVIVORS
7,500
SAN ANTONIO RIVER FOUNDATION
100 EAST GUENTHER
SAN ANTONIO
,
TX
78204
NONE
PC
OPERATIONS AND PROGRAMMING
10,000
SOUTH TEXANS' PROPERTY RIGHTS ASSOC
PO BOX 397
FALFURRIAS
,
TX
78355
NONE
PC
PUBLIC EDUCATION ON THE KISSING BUG
2,000
SOUTH TEXAS CHARITY WEEKEND INC
MSC 218 700 UNIVERSITY BL
KINGSVILLE
,
TX
78363
NONE
PC
CHRISTUS SPOHN KLEBERG HOSPITAL
20,000
SPECIAL FORCES CHARITABLE TRUST
PO BOX 53
ESSEX
,
CT
06426
NONE
PC
GREAT AMERICANS SHOOT - 2019
140,000
TEXAS FREEDOM NETWORK EDUCATION FUN
PO BOX 1624
AUSTIN
,
TX
78767
NONE
PC
JUST TEXAS - FAITH VOICES FOR JUSTIC
2,000
TEXAS LOW INCOME HOUSING INFORMATIO
1800 WEST SIXTH STREET
AUSTIN
,
TX
78703
NONE
PC
ADVOCATING HOUSING JUSTICE IN SOUTH
2,500
TEXAS RIOGRANDE LEGAL AID INC
301 SOUTH TEXAS AVENUE
MERCEDES
,
TX
78570
NONE
PC
MIGRANT PROTECTION ON THE BORDER
36,000
TEXAS STATE HISTORICAL ASSOCIATION
3001 LAKE AUSTIN BLVD
AUSTIN
,
TX
78703
NONE
PC
THE HANDBOOK OF TEXAS WOMEN
3,500
THE ANN RICHARDS SCHOOL FOUNDATION
PO BOX 41072
AUSTIN
,
TX
78704
NONE
PC
REACH FOR THE STARS | 7TH ANNUAL ANN
35,000
THE CONTEMPORARY AUSTIN MUSEUM INC
3809 W 35TH STREET
AUSTIN
,
TX
78703
NONE
PC
HERITAGE TREE CARE AND LANDSCAPE RES
10,000
THE NRA FOUNDATION
11250 WAPLES MILL ROAD
FAIRFAX
,
VA
22030
NONE
PC
NRA SCHOOL SHIELD
5,000
THE SAFE ALLIANCE (SAFE STOP ABUS
PO BOX 19454
AUSTIN
,
TX
78760
NONE
PC
COMMUNITY RESOURCE ADVOCACY
2,500
THE TEXAS DEMOCRACY FOUNDATION DBA
54 CHICON ST
AUSTIN
,
TX
78702
NONE
POF
2019 MOLLY JOURNALISM AWARDS GALA
5,000
THE TEXAS TRIBUNE
919 CONGRESS AVE SIXTH
AUSTIN
,
TX
78701
NONE
PF
WOMEN'S HEALTH REPORTING FOR TEXAS
50,000
TURNING POINT USA
4940 E BEVERLY ROAD
PHOENIX
,
AZ
85044
NONE
PC
TEXAS FIELD PROGRAM EXPANSION
20,000
UNIVERSITY OF HOUSTON SYSTEM (UNIVE
5000 GULF FWY RM 109
HOUSTON
,
TX
77204
NONE
NC
THE LAUNCH OF THE INSTITUTE FOR RESE
10,000
UNIVERSITY OF TEXAS FOUNDATION
PO BOX 250
AUSTIN
,
TX
78767
NONE
PC
CAMPUS BEAUTIFICATION COUNCIL
10,000
VETERANS FOR CHILD RESCUE INC
7320 N LA CHOLLA BLVD S
TUCSON
,
AZ
85741
NONE
PC
VETERANS FOR CHILD RESCUE OPERATION
5,000
VISITATION HOUSE MINISTRIES INC
945 W HUISACHE
SAN ANTONIO
,
TX
78201
NONE
PC
VISITATION HOUSE EDUCATION PROGRAM F
7,500
WALLER CREEK CONSERVANCY
211 W 7TH STREET SUITE
AUSTIN
,
TX
78701
NONE
PC
WALLER CREEK CONSERVANCY ANNUAL FUND
4,000
WESLEY COMMUNITY CENTER (WCC)
P O BOX 7099
CORPUS CHRISTI
,
TX
78467
NONE
PC
HOMELESS CHILDREN'S PROGRAM
10,000
WILDLIFE RESCUE & REHABILITATIO
BOX 369
KENDALIA
,
TX
78027
NONE
PC
PROGRAM SERVICES AT THE WILDLIFE RES
5,000
WONDERS & WORRIES INC
9101 BURNET ROAD STE 205
AUSTIN
,
TX
78758
NONE
PC
NO WORRIES CLASSIC 2019
35,000
WORKERS DEFENSE PROJECT
5406 MANOR ROAD
AUSTIN
,
TX
78723
NONE
PC
ORGANIZING
2,500
YWCA CORPUS CHRISTI
4601 CORONA DRIVE
CORPUS CHRISTI
,
TX
78411
NONE
PC
YWCA YWTEEN PROGRAM
10,000
YWCA OF SAN ANTONIO
6756 MONTGOMERY DR
SAN ANTONIO
,
TX
78239
NONE
PC
YWCA TEEN SERVICE LEARNING
10,000
ZACHARY SCOTT THEATER CENTER (DBA Z
1510 TOOMEY ROAD
AUSTIN
,
TX
78707
NONE
PC
GENERAL OPERATING SUPPORT FOR ZACH T
10,000
Total
.................................
3a
1,527,861
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
249,638
4
Dividends and interest from securities
....
14
414,347
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
293
8
Gain or (loss) from sales of assets other than
inventory
............
18
646,014
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
EXCISE TAX 2018 REFUND
1
10,282
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
1,320,574
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,320,574
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description