LIND FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LIND FAMILY CHARITABLE FOUNDATION (EIN 74-3024971)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-04-15
- IRS object ID
- 202421069349100127
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-15T09:29:25-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W 6TH STREET STE 1900 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743024971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LIND FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 5123275250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LAS BRISAS | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA LIND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5123275250 | PhoneNum |
| Signature | 2024-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CYNTHIA | PersonFirstNm |
| Person Last | LIND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BREE-ANN WEIDNER | PreparerPersonNm |
| PTIN | P01319397 | PTIN |
| Phone | 5124796000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,006,345 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,163 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,163 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $181,998 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,163 | 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 | $2,933 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $294 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,639 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,614 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,614 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,817 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $197 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $748 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $748 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,387 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,255 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,340 | CashBOYAmt |
| Cash EOY | $23,462 | CashEOYAmt |
| Cash EOYFMV | $23,462 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $58,656 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,656 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $549,388 | CorporateStockBOYAmt |
| Corporate Stock EOY | $484,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $800,180 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $130,696 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $133,411 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $124,047 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,940 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,940 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $197 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $761,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $700,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,006,345 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $761,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $700,160 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $761,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $700,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $761,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $700,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $761,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,461 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $700,160 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $700,160 | 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 | P | $181,857 | $194,113 | -$12,256 | -$12,256 |
| CAPITAL GAINS DIVIDENDS | P | $141 | $141 | $141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,115 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $101 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,480 | 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 | $1,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,379 | OverpaymentAmt |
| Applied To ES Tax | $1,379 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CINDY LIND | IndividualWithBooksNm |
| Phone | 5123275250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LAS BRISAS | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787465328 | 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 |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA LIND | ||||||||
| 2 LAS BRISAS | AUSTIN | TX | 78746 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CLIFTON LIND | ||||||||
| 2 LAS BRISAS | AUSTIN | TX | 78746 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFERSON LIND | ||||||||
| 10508 DOUBLE SPUR LOOP | AUSTIN | TX | 78759 | SECRETARY-TREASURER | 1.00 | $0 | $0 | $0 |
| SHANNON MCNAMARA | ||||||||
| 309 OLDENWOOD COURT | COLLEYVILLE | TX | 76034 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $954,295 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,255 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,010,550 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,010,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,158 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $995,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101 | TotalTaxAmt |
| Distributable Before Adj | $49,669 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,669 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,669 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,587 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $54,587 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,669 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,767 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,587 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,767 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,820 | 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 | $45,849 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| HOSPICE AUSTIN | ||||||||
| 4107 SPICEWOOD SPRINGS ROAD SUITE | 100 | AUSTIN | TX | 78759 | N/A | PC | HOSPICE ACCESS FOR ALL PROGRAM | $5,000 |
| SAFE ALLIANCES | ||||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | N/A | PC | SAFE FUTURE PROGRAM | $5,000 | |
| SWAN SONGS | ||||||||
| PO BOX 41475 | AUSTIN | TX | 78704 | N/A | PC | OPERATIONAL SUPPORT | $10,000 | |
| THE RISE SCHOOL OF AUSTIN | ||||||||
| 4800 MANOR RD BLDG J | AUSTIN | TX | 78723 | N/A | PC | SUPPORTED EMPLOYMENT PROGRAM | $12,400 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN CO NEIGHBORHOOD LONGHORNS PROGRAM | ||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | GOV | SCHOLARSHIP PROGRAM | $7,000 | |
| THERAPY PET PALS OF TEXAS | ||||||||
| 3930 BEE CAVES ROAD SUITE C | AUSTIN | TX | 78746 | N/A | PC | PET VISITATION PROGRAM | $2,000 | |
| IMPACT ARTS | ||||||||
| 6700 LEXINGTON ROAD | AUSTIN | TX | 78757 | N/A | PC | WIZARDS OF OZ FLYING EFFECTS | $9,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,163 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$12,115 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,048 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX COMPLIANCE | CategoryTxt |
| Amt | $2,933 | Amt |
| Net Investment Income | $294 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,639 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTERS | PropertyDesc |
| Acquired | 2018-03-02 | AcquiredDt |
| Cost Or Other Basis | $3,940 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $3,743 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $197 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LKCM FIXED INCOME | BondNm |
| EOY Book Value | $133,411 | EOYBookValueAmt |
| EOYFMV | $124,047 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $6,248 | $5,215 |
| ABBVIE INC | $6,977 | $21,358 |
| ADOBE INC | $1,884 | $15,274 |
| AECOM | $15,175 | $18,661 |
| AGILENT TECHNOLOGIES | $9,387 | $23,004 |
| ALPHABET INC | $13,951 | $32,141 |
| AMAZON.COM INC | $19,746 | $34,331 |
| AMETEK INC | $6,612 | $11,642 |
| APPLE INC | $4,182 | $49,387 |
| BOOKING HOLDINGS INC | $8,096 | $12,503 |
| CHART INDUSTRIES INC | $8,442 | $6,502 |
| CHENIERE ENERGY INC | $17,024 | $19,126 |
| CHEVRON CORP | $3,673 | $5,026 |
| CISCO SYSTEMS INC | $2,607 | $7,257 |
| CVS HEALTH CORP | $10,977 | $7,135 |
| DANAHER CORP | $15,004 | $12,282 |
| ELEMENT SOLUTIONS INC | $10,242 | $9,537 |
| ESAB CORP | $5,556 | $8,872 |
| EURONET WORLDWIDE | $8,076 | $6,542 |
| FORTINET INC | $1,037 | $2,628 |
| FRANKLIN ELECTRIC CO | $7,630 | $12,905 |
| GOLDMAN SACHS GROUP | $7,729 | $7,855 |
| HALLIBURTON CO HLDG | $9,091 | $10,183 |
| HESS CORP | $4,452 | $14,055 |
| HOME DEPOT INC | $5,630 | $5,643 |
| IBM CORP | $13,212 | $15,856 |
| ILLINOIS TOOL WORKS | $1,120 | $6,055 |
| INTEL CORP | $7,772 | $10,281 |
| ITT INC | $8,029 | $13,534 |
| JACOBS SOLUTIONS INC | $4,784 | $4,451 |
| JOHNSON CONTROLS INTER F | $7,683 | $6,864 |
| JPMORGAN CHASE & CO | $2,759 | $9,365 |
| KADANT INC | $7,770 | $9,122 |
| KIMBERLY CLARK CORP | $3,947 | $3,093 |
| KIRBY CORP | $10,478 | $11,896 |
| LINDE PLC | $6,797 | $9,103 |
| MARTIN MARIETTA MATERIAL | $10,594 | $11,615 |
| MERCK & CO INC | $11,929 | $13,835 |
| MICROSFOT CORP | $5,925 | $51,153 |
| MSA SAFETY INC | $13,047 | $16,543 |
| MSC INDL DIRECT INC | $4,864 | $4,871 |
| MSCI INC | $2,393 | $13,021 |
| NETFLIX INC | $13,405 | $9,479 |
| NEWMONT CORP | $5,468 | $5,024 |
| NVIDIA CORP | $5,611 | $26,191 |
| OWENS CORNING FIBERGLAS | $4,574 | $10,169 |
| PAYPAL HOLDINGS INCORPOR | $5,331 | $8,642 |
| REPUBLIC SERVICES | $3,607 | $24,276 |
| REVVITY INC | $6,204 | $8,890 |
| RTX CORP | $8,751 | $7,741 |
| SALESFORCE INC | $13,364 | $17,633 |
| SCHLUMBERGER LTD | $13,229 | $16,913 |
| SPS COMM INC | $2,868 | $8,614 |
| SYSCO CORP | $6,103 | $5,052 |
| THE COCA-COLA CO | $2,117 | $5,552 |
| THERMO FISHER SCNTFC | $1,184 | $17,352 |
| VALERO ENERGY CORP | $2,534 | $3,761 |
| VALMONT INDUSTRIES | $8,102 | $5,489 |
| VERALTO CORP | $1,942 | $1,391 |
| WALT DISNEY CO | $13,122 | $11,586 |
| WATTS WATER TECH INC | $5,637 | $5,775 |
| WEATHERFORD INTL F | $7,982 | $8,162 |
| WILLSCOT MOBILE MINI HLD | $12,817 | $13,350 |
| YUM BRANDS INC | $8,148 | $9,416 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTERS | CategoryOrItemTxt |
| Cost Or Other Basis | $3,940 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,940 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PO BOX EXPENSE | $388 | $0 | $388 |
| OFFICE SUPPLIES | $360 | $0 | $360 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,614 | Amt |
| Net Investment Income | $6,614 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,817 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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