Civic Intelligence

Lakeside Charitable Trust

990PF • Fiscal year 2023 • EIN 83-6368560

Jan 01, 2023 to Dec 31, 2023 • Filed on Dec 20, 2024

Organization Profile
4108 Avenue GAustin, TX 78751

(631) 777-1000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,203,441

Flat from 2023

Net Assets

Flat

$2,203,441

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Flat

$48,533

Flat from 2023

Expenses

Flat

$148,975

Flat from 2023

Net Income

Flat

-$100,442

Flat from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2019: $474,670Liabilities 2019: $0Net Assets 2019: $474,6702019Assets 2020: $563,813Liabilities 2020: $0Net Assets 2020: $563,8132020Assets 2021: $532,527Liabilities 2021: $0Net Assets 2021: $532,5272021Assets 2022: $2,292,065Liabilities 2022: $0Net Assets 2022: $2,292,0652022Assets 2023: $2,203,441Liabilities 2023: $0Net Assets 2023: $2,203,4412023Assets 2023: $2,203,441Liabilities 2023: $0Net Assets 2023: $2,203,4412023Assets 2024: $2,390,418Liabilities 2024: $0Net Assets 2024: $2,390,4182024

Highlighted filing

2023

Assets$2,203,441
Liabilities$0
Net Assets$2,203,441
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2019: $8,721Expenses 2019: $32,070Net Income 2019: -$23,3492019Revenue 2020: $8,147Expenses 2020: $29,753Net Income 2020: -$21,6062020Revenue 2021: $707Expenses 2021: $31,993Net Income 2021: -$31,2862021Revenue 2022: $778Expenses 2022: $206,328Net Income 2022: -$205,5502022Revenue 2023: $48,533Expenses 2023: $148,975Net Income 2023: -$100,4422023Revenue 2023: $48,533Expenses 2023: $148,975Net Income 2023: -$100,4422023Revenue 2024: $427,840Expenses 2024: $240,863Net Income 2024: $186,9772024

Highlighted filing

2023

Revenue$48,533
Expenses$148,975
Net Income-$100,442
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Dec 20, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW SHEATrustee-$0--
MELISSA SHEATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAUSTIN FILM FESTIVALSUPPORT EFFORTS TO CHAMPION THE WORK OF WRITERS AND FILMMAKERSPCAUSTIN, TX, US$112,500
Paid GrantTHE FILM COLLABORATIVESUPPORT EDUCATING AND HELPING FILMMAKERS WITH THE DISTRIBUTION OF THEIR CREATIVE WORKSPCLOS ANGELES, CA, US$15,000
Paid GrantINTERLOCHEN CENTER FOR THE ARTSSUPPORT ART EDUCATION PROGRAMS AND PERFORMANCE VENUESPCINTERLOCHEN, MI, US$1,000
Paid GrantLADY BIRD JOHNSON WILDFLOWER CENTERSUPPORT EDUCATION AND RESEARCH OF NATIVE PLANTSPCAUSTIN, TX, US$200
Filing and Contact Details

Filer

Filer Name
Lakeside Charitable Trust
EIN
83-6368560
Phone
6317771000
Address
4108 AVENUE G, AUSTIN, TX 78751

Signing Officer

Name
Andrew Shea
Title
President
Phone
6317771000
Signed
2024-12-20
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
88 FROEHLICH FARM BLVD 3RD FLOOR, WOODBURY, NY 11797
Preparer
Vincent Preto
Phone
5163643390
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AccountingFeesSchedule/AccountingFeesDetail/Amt01560
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0RETURN PREPARATION AND TAX COMPLIANCE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01560
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0EXPLANATION FOR AMENDING 2023 RETURN
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1APPENDIX A
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE ORGANIZATION IS AMENDING ITS 2023 TAX RETURN TO REPORT $1,742,530 OF ADDITIONAL EXCESS DISTRIBUTION CARRYOVERS RELATED TO SECTION 507(B)(2) TRANSFERS COMPLETED IN 2023, IN ADDITION TO OTHER CHANGES. SEE APPENDIX A FOR FULL DETAILS AND DISCLOSURES ON THE COMPLETED TRANSFERS.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1THE F. & J.S. FUND, INC. (EIN: 23-7042425) WAS A SECTION 501(C)(3) EXEMPT PRIVATE FOUNDATION THAT BEGAN THE PROCESS OF DISSOLUTION IN 2022. THE PLAN FOR DISSOLUTION CALLED FOR A SECTION 507(B)(2) TRANSFER OF ITS ASSETS TO TWO PRIVATE FOUNDATIONS:1. LAKESIDE CHARITABLE TRUST (EIN: 83-6368560)2. CONATUS FOUNDATION (EIN: 92-0310738)THE PLAN FOR DISSOLUTION PROVIDED THAT EACH TRANSFEREE FOUNDATION RECEIVED AN EQUAL SHARE OF THE ASSETS OF THE TRANSFEROR FOUNDATION. THE TRANSFEREE FOUNDATIONS ARE EFFECTIVELY CONTROLLED BY THE SAME PERSONS WHO CONTROLLED THE TRANSFEROR FOUNDATION. THE SECTION 507(B)(2) TRANSFER BEGAN ON DECEMBER 30, 2022. THE FINAL TRANSFER WAS COMPLETED ON OCTOBER 23, 2023. THE F. & J.S. FUND, INC. FILED ITS FINAL RETURN FOR 2023. AT THE TIME THE FINAL RETURN WAS FILED, THE FOUNDATION HAD AN EXCESS DISTRIBUTION CARRYOVER OF $3,485,059. OF THE TOTAL CARRYOVER, $3,441,536 WAS GENERATED IN 2022 AND $43,523 WAS GENERATED IN 2023.TREASURY REGULATION 1.507-3(A)(9) STATES "IF A PRIVATE FOUNDATION TRANSFERS ALL OF ITS NET ASSETS TO ONE OR MORE PRIVATE FOUNDATIONS WHICH ARE EFFECTIVELY CONTROLLED (WITHIN THE MEANING OF SECTION 1.482-1(A)(3)), DIRECTLY OR INDIRECTLY, BY THE SAME PERSON OR PERSONS WHICH EFFECTIVELY CONTROLLED THE TRANSFEROR PRIVATE FOUNDATION, FOR PURPOSES OF CHAPTER 42 (SECTION 4940 ET SEQ.) AND PART II OF SUBCHAPTER F OF CHAPTER 1 OF THE CODE (SECTIONS 507 THROUGH 509) SUCH A TRANSFEREE PRIVATE FOUNDATION SHALL BE TREATED A IF IT WERE THE TRANSFEROR." IN ACCORDANCE WITH THE THIS REGULATION, THE TAX ATTRIBUTES OF THE TRANSFEROR FOUNDATION WOULD BE PASSED ON TO THE TRANSFEREE FOUNDATIONS. THEREFORE, THE TRANSFEREE FOUNDATIONS ARE REPORTING THE FOLLOWING SHARE OF EXCESS DISTRIBUTION CARRYOVERS ON THEIR 2023 TAX RETURNS:LAKESIDE CHARITABLE TRUST 2022: $1,720,7682023: $21,762CONATUS FOUNDATION2022: $1,720,7682023: $21,761
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0955
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0955
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0128730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0148975
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt063707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt048533
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020245
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0337671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-15267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-15267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0322404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-15174
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-100442
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt011818
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02203441
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02292065
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02203441
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0229770
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0229770
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0229770
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0230374
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0604
IRS990PF/DistributableAmountGrp/TotalTaxAmt0604
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0604
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0638
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0604
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0604
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0638
IRS990PF/FMVAssetsEOYAmt05159876
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02075837
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02087655
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01868270
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01827096
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04781574
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0216228
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0115786
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0299405
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0233722
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0233722
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02292065
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02203441
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05159876
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02292065
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02203441
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02292065
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02203441
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0124390
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0142623
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0144580
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04677652
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0239641
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04438011
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt070165
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0230374
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04607487
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04677652
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANDREW SHEA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MELISSA SHEA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04108 AVENUE G
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14108 AVENUE G
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1AUSTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd078751
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd178751
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0128730
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0128730
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CITRIN COOPERMAN ADVISORS LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt088 FROEHLICH FARM BLVD 3RD FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WOODBURY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011797
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06317771000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0112500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT EFFORTS TO CHAMPION THE WORK OF WRITERS AND FILMMAKERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT ART EDUCATION PROGRAMS AND PERFORMANCE VENUES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT EDUCATION AND RESEARCH OF NATIVE PLANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT EDUCATING AND HELPING FILMMAKERS WITH THE DISTRIBUTION OF THEIR CREATIVE WORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AUSTIN FILM FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1INTERLOCHEN CENTER FOR THE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LADY BIRD JOHNSON WILDFLOWER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE FILM COLLABORATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01801 SALINA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14000 J MADDY PKWY

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,203,441
Liabilities
$0
Net assets
$2,203,441
Revenue
$48,533
Expenses
$148,975
Net income
-$100,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.43$0.24$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.05$0.15$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.05$0.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.00$0.21$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.00$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.01$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.01$0.03$0.02