LIND FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LIND FAMILY CHARITABLE FOUNDATION (EIN 74-3024971)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-07-12
- IRS object ID
- 202131939349100158
- Schema version
- 2019v5.2
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-12T08:56:24-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | 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 | 2019-12-01 | 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 | 2021-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER TEAGUE | PreparerPersonNm |
| PTIN | P00848473 | PTIN |
| Phone | 5124796000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,094,665 | 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 | $9,568 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,568 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $127,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,127 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,695 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,130 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $788 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,206 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $144 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,062 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,624 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,312 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,624 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,171 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $127,028 | CashBOYAmt |
| Cash EOY | $65,107 | CashEOYAmt |
| Cash EOYFMV | $65,107 | CashEOYFMVAmt |
| Corporate Stock BOY | $454,433 | CorporateStockBOYAmt |
| Corporate Stock EOY | $491,796 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $898,354 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $124,699 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $127,116 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $129,431 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,940 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,167 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,561 | LandBOYAmt |
| Land EOY | $1,773 | LandEOYAmt |
| Land EOYFMV | $1,773 | LandEOYFMVAmt |
| Total Assets BOY | $708,721 | TotalAssetsBOYAmt |
| Total Assets EOY | $685,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,094,665 | 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 | $708,721 | RetainedEarningBOYAmt |
| Retained Earning EOY | $685,792 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $708,721 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $685,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $708,721 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $685,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $708,721 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,929 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $685,792 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $685,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY-TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $127,700 | GrossSalesPriceAmt |
| Cost Or Other Basis | $109,573 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,127 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,127 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,127 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,519 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $901,408 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049388 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,605 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $924,112 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043939 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,915 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $868,723 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051702 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,355 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $799,950 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052947 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,956 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $858,999 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046515 | DistributionYr5Rt |
| Total Distribution | 0.244491 | TotalDistributionRt |
| Average Distribution | 0.048898 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $951,346 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,519 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $212 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,731 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,312 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $907 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $907 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $484 | OverpaymentAmt |
| Applied To ES Tax | $484 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 | $865,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $965,833 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $965,833 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $951,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $423 | TotalTaxAmt |
| Distributable Before Adj | $47,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,144 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,144 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,312 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,312 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,312 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,677 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,677 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,635 | 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 | $43,509 | 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 | SUPPORT FOR CHRISTOPHER HOUSE | $8,000 |
| SAFEPLACE | ||||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | N/A | PC | KELLY WHITE FAMILY SHELTER | $5,000 | |
| SUMMERSTOCK AUSTIN | ||||||||
| 701 W RIVERSIDE DRIVE | AUSTIN | TX | 78704 | N/A | PC | STIPEND FOR TWO COLLEGE MENTORS, ACCELERATION OF "THEATRE FOR ALL AND OUTREACH FOR HIGH SCHOOL PERFORMERS IN UNDERSERVED COMMUNITIES. | $5,000 | |
| SWAN SONGS | ||||||||
| PO BOX 41475 | AUSTIN | TX | 78704 | N/A | PC | CHILDREN'S PROGRAM AND PLANNED GIVING PROGRAM | $5,000 | |
| THE RISE SCHOOL OF AUSTIN | ||||||||
| 4800 MANOR RD BLDG J | AUSTIN | TX | 78723 | N/A | PC | SPEECH THERAPY ASSESSMENTS, THERAPY SUPPLIES, AND CURRICULUM SUPPLIES | $10,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN CO NEIGHBORHOOD LONGHORNS PROGRAM | ||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | GOV | SCHOLARSHIP PROGRAM | $5,000 | |
| THERAPY PET PALS OF TEXAS | ||||||||
| 3930 BEE CAVES ROAD SUITE C | AUSTIN | TX | 78746 | N/A | PC | PET VISITATION PROGRAM | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,568 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,695 | 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 | $2,500 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | 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 | $1,379 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $788 | 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 FUND | BondNm |
| EOY Book Value | $127,116 | EOYBookValueAmt |
| EOYFMV | $129,431 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $6,976 | $15,687 |
| ACI WORLDWIDE INC. | $12,575 | $14,009 |
| ADOBE INC | $6,752 | $33,493 |
| AGILENT TECHNOLOGIES | $9,387 | $21,042 |
| AKAMAI TECHNOLOGIES INC | $19,568 | $24,325 |
| ALIGN TECHNOLOGY INC | $1,230 | $7,219 |
| ALPHABET INC | $13,951 | $21,129 |
| AMAZON.COM INC. | $7,464 | $31,680 |
| AMETEK INC. | $6,612 | $8,890 |
| ANSYS INC. | $2,818 | $6,761 |
| APPLE INC. | $4,182 | $30,953 |
| APPLIED MATERIALS | $6,620 | $8,660 |
| AUTODESK INC | $4,391 | $7,006 |
| AXON ENTERPRISE INC | $4,536 | $6,285 |
| BLACK KNIGHT INC | $7,921 | $12,827 |
| BOOKING HOLDINGS INC. | $8,096 | $8,114 |
| CHEVRON CORP | $7,874 | $6,539 |
| CIENA CORP | $6,331 | $5,152 |
| CISCO SYSTEMS | $2,607 | $6,453 |
| CITRIX SYSTEMS | $7,603 | $7,435 |
| COLFAX CORP | $7,808 | $8,479 |
| COMERICA INCORPORATE | $6,306 | $6,642 |
| DOLLAR TREE INC | $3,864 | $4,370 |
| DOVER CORP | $6,028 | $9,762 |
| EMERGENT BIOSOLUTION | $4,224 | $6,145 |
| ENVESTNET INC | $8,173 | $8,829 |
| F M C CORP | $10,339 | $14,501 |
| FACEBOOK INC | $4,982 | $12,464 |
| FEDERAL SIGNAL CORP | $14,322 | $17,842 |
| FLEETCOR TECHNOLOGIE | $7,895 | $9,282 |
| FORTINET INC | $6,119 | $6,778 |
| FRANKLIN ELECTRIC CO | $9,651 | $12,166 |
| HELIOS TECHNOLOGIES INC | $3,125 | $3,692 |
| HESS CORP | $4,451 | $4,718 |
| ILLINOIS TOOL WORKS | $2,911 | $13,721 |
| INOVALON HOLDINGS | $7,076 | $7,188 |
| ITT INC | $8,029 | $9,079 |
| J B HUNT TRANSPORT | $7,115 | $8,117 |
| JP MORGAN CHASE & CO | $6,286 | $14,735 |
| KIMBERLY CLARK CORP | $3,947 | $3,483 |
| LOCKHEED MARTIN CORP | $7,508 | $7,300 |
| MASTERCARD INC | $9,534 | $33,651 |
| MERCURY SYSTEMS INC. | $7,590 | $8,546 |
| MICROSOFT CORP | $3,070 | $26,759 |
| MONDELEZ INTL | $2,775 | $5,745 |
| MSA SAFETY INC | $7,056 | $11,208 |
| MSCI INC | $7,779 | $32,754 |
| NEOGENOMICS INC. | $5,944 | $15,464 |
| NEWMONT CORP | $5,468 | $7,353 |
| NVIDIA CORP | $2,641 | $5,361 |
| OMNICELL INC | $7,425 | $11,534 |
| OWENS CORNING FIBERGLASS | $9,260 | $10,931 |
| PAYLOCITY HLDG CORP | $4,875 | $7,864 |
| PAYPAL HOLDINGS | $5,331 | $32,118 |
| PERKINELMER INC | $6,204 | $13,300 |
| PINTEREST INC | $4,555 | $14,004 |
| PRA HEALTH SCIENCES | $7,530 | $11,220 |
| R ONE R C M INC | $4,517 | $7,504 |
| REALPAGE INC | $11,951 | $13,798 |
| REPUBLIC SERVICES | $4,762 | $18,860 |
| REXNORD CORP | $8,751 | $11,253 |
| ROPER TECHNOLOGIES | $5,692 | $8,540 |
| SALESFORCE COM | $4,749 | $6,145 |
| SEACOAST BK CORP FLA | $6,423 | $5,305 |
| SPS COMM INC | $4,302 | $7,730 |
| SVB FINL GROUP | $18,606 | $25,865 |
| SYSTEMAX INC | $2,436 | $2,615 |
| THE COCA-COLA CO | $2,117 | $4,902 |
| THERMO FISHER SCNTFC | $1,691 | $23,249 |
| TRIMBLE INC | $3,206 | $7,184 |
| VF CORP | $4,680 | $5,004 |
| WALT DISNEY CO | $8,439 | $11,101 |
| XPO LOGISTICS INC | $4,706 | $6,934 |
| YUM BRANDS INC. | $7,314 | $7,935 |
| ZIONS BANCORP | $2,764 | $3,666 |
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 | $2,167 | AccumulatedDepreciationAmt |
| Book Value | $1,773 | BookValueAmt |
| EOYFMV | $1,773 | EOYFMVAmt |
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 | $288 | $144 | $144 |
| OFFICE EXPENSE | $918 | $0 | $918 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,130 | Amt |
| Net Investment Income | $6,130 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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