LIND FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LIND FAMILY CHARITABLE FOUNDATION (EIN 74-3024971)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-08-23
- IRS object ID
- 201912359349100711
- Schema version
- 2017v2.3
- 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 Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-23T12:21:52-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | 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 1200 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | 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 | 2019-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES FLIELLER | PreparerPersonNm |
| PTIN | P00104854 | PTIN |
| Phone | 5124796000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $904,945 | 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 | $12,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,002 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $217,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,002 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $70,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,453 | 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 | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $60 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $540 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,162 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,162 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,404 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $591 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $125 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,007 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200,051 | CashBOYAmt |
| Cash EOY | $160,770 | CashEOYAmt |
| Cash EOYFMV | $160,770 | CashEOYFMVAmt |
| Corporate Stock BOY | $389,639 | CorporateStockBOYAmt |
| Corporate Stock EOY | $448,804 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $624,908 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $119,312 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $121,918 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $115,918 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,940 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $591 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $3,349 | LandEOYAmt |
| Land EOYFMV | $3,349 | LandEOYFMVAmt |
| Other Assets BOY | $393 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $709,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $734,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $904,945 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $709,395 | RetainedEarningBOYAmt |
| Retained Earning EOY | $734,841 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $709,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $734,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $709,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $734,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $709,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,446 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $734,841 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $734,841 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $217,639 | $159,723 | $57,916 | $57,916 | |
| CAPITAL GAINS DIVIDENDS | $86 | $86 | $86 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,002 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,915 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $868,723 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051702 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,355 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $799,950 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052947 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,956 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $858,999 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046515 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,362 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $872,142 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046279 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,978 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $798,875 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046288 | DistributionYr5Rt |
| Total Distribution | 0.243731 | TotalDistributionRt |
| Average Distribution | 0.048746 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $924,112 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,047 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $641 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,688 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,605 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,282 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,282 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,393 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,393 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,111 | OverpaymentAmt |
| Applied To ES Tax | $1,111 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 | $723,220 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $214,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $938,185 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $938,185 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $924,112 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,206 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,206 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,282 | TotalTaxAmt |
| Distributable Before Adj | $44,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,924 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,924 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,940 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $40,605 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,605 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,215 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,605 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,215 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,390 | 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 | $39,534 | 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 (6 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 | $4,000 |
| SAFEPLACE | ||||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | N/A | PC | KELLY WHITE FAMILY SHELTER | $10,000 | |
| SWAN SONGS | ||||||||
| PO BOX 41475 | AUSTIN | TX | 78704 | N/A | PC | CHILDREN'S PROGRAM AND PLANNED GIVING PROGRAM | $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 | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,000 | 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 | $12,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,002 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70,453 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,453 | 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 | $600 | Amt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $540 | 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 |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $591 | 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 | $121,918 | EOYBookValueAmt |
| EOYFMV | $115,918 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 150 SHS ABBVIE INC. | $6,976 | $14,141 |
| 65 SHS ADOBE INC | $5,206 | $16,308 |
| 50 SHS AFFILIATED MANAGERS | $2,228 | $5,556 |
| 225 SHS AGILENT TECHNOLOGIES | $12,626 | $16,279 |
| 150 SHS AKAMAI TECHNOLOGIES INC | $11,797 | $10,312 |
| 200 SHS ALARM COM HOLDGS INC | $8,753 | $10,170 |
| 30 SHS ALIGN TECHNOLOGY INC | $2,461 | $6,897 |
| 5 SHS ALPHABET INC | $4,687 | $5,472 |
| 10 SHS AMAZON.COM INC. | $7,464 | $16,902 |
| 15 SHS ANSYS INC. | $1,927 | $2,430 |
| 40 SHS APERGY CORP | $1,568 | $1,371 |
| 65 SHS APPLE INC. | $4,182 | $11,608 |
| 110 SHS BLACK KNIGHT INC | $6,033 | $4,987 |
| 275 SHS BOSTON SCIENTIFIC CO | $8,912 | $10,359 |
| 150 SHS BRUNSWICK CORP | $9,227 | $7,956 |
| 90 SHS CELGENE CORP | $7,021 | $6,500 |
| 75 SHS CHEVRON CORP | $7,874 | $8,921 |
| 200 SHS CINEMARK HOLDINGS | $8,391 | $7,674 |
| 150 SHS CISCO SYSTEMS | $2,607 | $7,180 |
| 75 SHS CITRIX SYSTEMS | $7,029 | $8,173 |
| 30 SHS COHERENT INC | $1,830 | $4,145 |
| 135 SHS COMERICA INCORPORATE | $6,306 | $10,689 |
| 125 SHS DIAMONDBACK ENERGY | $12,094 | $13,798 |
| 100 SHS DOLLAR TREE INC | $8,423 | $8,677 |
| 80 SHS DOVER CORP | $6,028 | $6,791 |
| 45 SHS EASTMAN CHEMICAL CO | $3,891 | $3,547 |
| 90 SHS EOG RESOURCES INC | $7,021 | $9,298 |
| 55 SHS FACEBOOK INC | $6,089 | $7,733 |
| 475 SHS FEDERAL SIGNAL CORP | $11,722 | $11,144 |
| 50 SHS FEDEX CORP | $8,423 | $11,450 |
| 130 SHS GRACO INC | $4,074 | $5,727 |
| 140 SHS HESS CORP | $6,272 | $7,545 |
| 90 SHS ILLINOIS TOOL WORKS | $4,031 | $12,515 |
| 135 SHS INTERNTNL PAPER | $7,867 | $6,236 |
| 125 SHS JP MORGAN CHASE & CO | $6,286 | $13,899 |
| 100 SHS MASTERCARD INC | $9,534 | $20,107 |
| 135 SHS MEDTRONIC PLC | $13,010 | $13,167 |
| 135 SHS METLIFE INC | $3,831 | $6,025 |
| 125 SHS MICROSOFT CORP | $3,070 | $13,861 |
| 100 SHS MONDELEZ INTL | $2,775 | $4,498 |
| 100 SHS MSA SAFETY INC | $8,507 | $10,899 |
| 85 SHS MSC INDL DIRECT INC | $7,627 | $7,530 |
| 100 SHS MSCI INC | $9,750 | $15,709 |
| 185 SHS NETAPP INC | $8,037 | $12,371 |
| 150 NTNL INSTRUMENTS | $5,482 | $7,344 |
| 150 SHS OMNICELL INC | $8,239 | $11,585 |
| 225 SHS ORACLE CORP | $11,373 | $10,971 |
| 75 SHS OXFORD INDS INC | $5,835 | $6,029 |
| 200 SHS PARSLEY ENERGY INC | $5,779 | $4,026 |
| 165 SHS PAYPAL HOLDINGS | $5,912 | $14,159 |
| 55 SHS PERKINELMER INC | $2,263 | $4,788 |
| 75 SHS POST HOLDINGS INC | $6,551 | $7,256 |
| 100 SHS PRA HEALTH SCIENCES | $7,530 | $11,674 |
| 65 SHS RAYTHEON CO | $10,142 | $11,397 |
| 195 SHS REPUBLIC SERVICES | $4,762 | $15,081 |
| 300 SHS REXNORD CORP | $8,751 | $8,493 |
| 25 SHS ROPER TECHNOLOGIES | $7,309 | $7,440 |
| 140 SHS SCHLUMBERGER LTD | $10,278 | $6,314 |
| 175 SHS SUNTRUST BANKS INC | $5,394 | $10,971 |
| 60 SHS SVB FINL GROUP | $14,778 | $15,289 |
| 95 SHS THE COCA-COLA CO | $2,117 | $4,788 |
| 50 SHS THERMO FISHER SCNTFC | $1,691 | $12,478 |
| 100 SHS TORO CO | $6,355 | $6,199 |
| 160 SHS TRIMBLE INC | $4,274 | $6,085 |
| 75 SHS WALT DISNEY CO | $8,439 | $8,662 |
| 50 SHS WOODWARD INC | $3,903 | $4,184 |
| 270 SHS ZIONS BANCORP | $8,180 | $13,138 |
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 | $591 | AccumulatedDepreciationAmt |
| Book Value | $3,349 | BookValueAmt |
| EOYFMV | $3,349 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX RECEIVABLE | Desc |
| BOY Book Value | $393 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PO BOX EXPENSE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,162 | Amt |
| Net Investment Income | $6,162 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FORM 990-PF TAXES | $1,393 | $0 | $0 |
| FOREIGN TAXES | $11 | $11 | $0 |
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