BETA

TND FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TND FAMILY FOUNDATION (EIN 84-3533824)
Tax period
2019-09-17 to 2019-12-31
Filed
2020-07-01
IRS object ID
202041839349100324
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-01T14:00:51-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114241 DALLAS PARKWAY SUITE 1100AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75254ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-09-17TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN843533824EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The TND Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MISSION DE VIDA SERVICES LLCInCareOfNm
Business Name ControlTNDFBusinessNameControlTxt
Phone2105042949PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 Concord Plaza Suite 240AddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78216ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM DOBSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2105042949PhoneNum
Signature2020-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN R ENSMINGER CPAPreparerPersonNm
PTINP01310558PTIN
Phone9727028262PhoneNum
Preparation2020-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$70,013,830FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$70,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$22,870DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,870DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$70,022,870TotalRevAndExpnssAmt
Total Net Invst Incm$22,870TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$0TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$70,022,870ExcessRevenueOverExpensesAmt
Net Investment Income$22,870NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$0SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,791,144SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,791,144SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$24,679,841CorporateStockEOYAmt
Corporate Stock EOYFMV$24,674,121CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$4,353,885CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,349,928CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$198,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$198,637OtherInvestmentsEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$70,022,870TotalAssetsEOYAmt
Total Assets EOYFMV$70,013,830TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$70,022,870RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$70,022,870TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$70,022,870TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$70,022,870ExcessRevenueOverExpensesAmt
Subtotal$70,022,870SubtotalAmt
Tot Net Ast Or Fund Balances EOY$70,022,870TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail
Qlfy Und Sect4940e Reduced TaxQlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$457InvestmentIncomeExciseTaxAmt
Subtotal$457SubtotalAmt
Tax Based On Investment Income$457TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$457TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MISSION DE VIDA SERVICES LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2105042949PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 CONCORD PLAZA SUITE 240AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78216ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TOM DOBSON
200 CONCORD PLAZA DR SUITE 240SAN ANTONIOTX78216PRESIDENT5.0$0$0$0
NORA DOBSON
200 CONCORD PLAZA DR SUITE 240SAN ANTONIOTX78216VICE PRESIDENT5.0$0$0$0
HEATHER B DOBSON
200 CONCORD PLAZA DR SUITE 240SAN ANTONIOTX78216SECRETARY5.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,444,937AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,144,208AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,589,145TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,589,145AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$128,837CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,460,308NetVlNoncharitableAssetsAmt
Minimum Investment Return$122,848MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$122,848MinimumInvestmentReturnAmt
Tax Based On Investment Income$457TaxBasedOnInvestmentIncomeAmt
Total Tax$457TotalTaxAmt
Distributable Before Adj$122,391DistributableBeforeAdjAmt
Distributable Before Ded$122,391DistributableBeforeDedAmt
Distributable As Adjusted$122,391DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Adjusted Qualifying Distri$0AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$122,391DistributableAsAdjustedAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Qualifying Distributions$0QualifyingDistributionsAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$122,391UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS E DOBSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,870ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$22,870ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,870TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHOMAS E DOBSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1200 CONCORD PLAZA SUITE 240AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78216ZIPCd
FieldValueIRS element (for citing)
Total Contributions$70,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DOUBELINE TTL RTRN BND-I$604,890$603,188
FIDELITY CONS INCOME BOND-IS$604,890$604,890
PIMCO TOTAL RETURN FD-INST$604,890$602,559
VANGUARD TOTAL BOND MARKET IND$2,296,800$2,296,800
SCHWAB U.S. TIPS ETF$242,415$242,491

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PIMCO SHORT ASSET INVESTMENT$9,355,020$9,355,000
PIMCO TOTAL RETURN FUND INST$6,027,500$6,004,358
VANGUARD SHORT-TERM INFLATION$1,000,020$1,002,436
VANGUARD TOTAL STOCK MARKET$653,509$651,788
HARDING LOEVNER INTERNATIONAL$800,000$804,394
DFA EMERGING MARKETS CORE$400,020$403,709
FIDELITY 500 INDEX FD-AI$1,064,250$1,067,777
HEALTH CARE SELECT SECTOR$237,368$235,398
PARNASSUS CORE EQUITY-INST$355,410$354,732
VANGUARD FINANCIALS ETF$236,798$236,697
VANGUARD MID-CAP ETF$714,191$712,185
DODGE & COX INTL STOCK FD$236,610$237,318
OAKMARK INTERNATIONAL-INST$236,610$237,851
ISHARES MSCI JAPAN ETF$236,518$234,175
ISHARES MSCI ALL COUNTRY ASI$356,619$358,974
ISHARES MSCI CHINA ETF$237,776$239,761
ISHARES CORE MSCI EMERGING$355,722$358,525
ISHARES MSCI INDIA ETF$238,213$235,997
FIDELITY INTL INDX-INST PRM$355,411$356,906
ABBOTT LABS COM$12,250$12,247
ADOBE SYS INC$42,614$42,875
AERCAP HOLDING$18,497$18,380
ALIBABA GROUP HLDGS$38,821$38,602
ALPHABET INC$140,629$139,123
AMAZON COM$84,444$86,848
AON PLC$24,537$24,370
AUTOMATIC DATA PROCESSING INC$25,087$25,064
BECTON DICKINSON & CO$16,530$16,590
BERKSHIRE HATHAWAY$87,227$87,203
BOOKING HLDGS INC$16,183$16,430
BOSTON SCIENTIFIC CORP$8,372$8,366
BURLINGTON STORE INC$11,281$11,402
CITIGROUP INC$69,592$70,862
COMCAST CORP$56,982$58,236
ELANCO ANIMAL HEALTH INC$11,018$11,250
EPAM SYS INC$14,662$14,639
FACEBOOK INC$75,887$75,327
FISERV INC$11,320$11,216
GCI LIBERTY INC$26,988$27,206
GENERAL ELECTRIC CO$49,379$49,818
GENERAL MOTORS CO$24,774$24,266
GLOBAL PMTS INC$9,522$9,493
GOLDMAN SACHS GROUP INC$57,864$57,942
HILTON WORLDWIDE HLDGS$26,677$26,618
INTUIT INCORPORATED$15,187$14,930
LIBERTY BROADBAND CORP$28,089$28,797
LIBERTY GLOBAL PLC$24,709$24,933
LIBERTY TRIPADVISOR HLDGS INC$1,425$1,411
MARRIOTT INTL INC$48,373$48,609
MICROSOFT CORP$149,136$149,657
MONSTER BEVERAGE CORP$8,537$8,516
MORGAN STANLEY COM$25,608$25,713
NETFLIX INC$21,857$21,032
NEUROCRINE BIOSCIENCES INC$6,375$6,234
ORACLE CORP$27,809$27,497
PALO ALTO NETWORKS INC$14,769$14,800
PAYPAL HLDGS INC$23,624$23,473
ROYAL CARIBBEAN CRUISES LTD$11,916$12,016
SIRIUS XM HLDGS INC$12,269$12,219
TENCENT HLDGS LTD$30,444$30,342
THERMO FISHER SCIENTIFIC INC$12,049$12,020
TRIPADVISOR INC$8,531$8,506
UNITEDHEALTH GROUP INC$33,618$33,514
VISA INC$33,021$33,070
WABTEC COM$11,333$11,514
WELLS FARGO & CO$50,018$50,464
ZOETIS INC$22,442$22,500

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTORTOISE MLP & PIPELINE-INSTCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$198,000BookValueAmt
EOYFMV$198,637EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTHOMAS E DOBSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 CONCORD PLAZA SUITE 240AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78216ZIPCd

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