LIND FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LIND FAMILY CHARITABLE FOUNDATION (EIN 74-3024971)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-06-08
- IRS object ID
- 202001609349100805
- Schema version
- 2018v3.1
- 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
- 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 | 2020-06-08T16:52:33-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 | 2018-12-01 | 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 | 2020-05-29 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.190.142.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-29 | IPDt |
| IP Tm | 08:48:24 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 684808153B55C7509053F6E989B118DFFBBD19E1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $954,608 | 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 | $12,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,744 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $179,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,241 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,985 | 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 | $5,605 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $561 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,044 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,888 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,888 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $788 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $290 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $145 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $145 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,571 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,189 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,534 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,534 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,723 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,391 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $160,770 | CashBOYAmt |
| Cash EOY | $127,028 | CashEOYAmt |
| Cash EOYFMV | $127,028 | CashEOYFMVAmt |
| Corporate Stock BOY | $448,804 | CorporateStockBOYAmt |
| Corporate Stock EOY | $454,433 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $701,002 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $121,918 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $124,699 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $124,017 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,940 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,379 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,349 | LandBOYAmt |
| Land EOY | $2,561 | LandEOYAmt |
| Land EOYFMV | $2,561 | LandEOYFMVAmt |
| Total Assets BOY | $734,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $708,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $954,608 | 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 | $734,841 | RetainedEarningBOYAmt |
| Retained Earning EOY | $708,721 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $734,841 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $708,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $734,841 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $708,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $734,841 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,120 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $708,721 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $708,721 | 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 |
| Gross Sales Price | $179,308 | GrossSalesPriceAmt |
| Cost Or Other Basis | $165,067 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,241 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,241 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,241 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,605 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $924,112 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043939 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,915 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $868,723 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051702 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,355 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $799,950 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052947 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,956 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $858,999 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046515 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,362 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $872,142 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046279 | DistributionYr5Rt |
| Total Distribution | 0.241382 | TotalDistributionRt |
| Average Distribution | 0.048276 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $901,408 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,516 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $204 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,720 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,723 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,111 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,111 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $907 | OverpaymentAmt |
| Applied To ES Tax | $907 | 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 | $755,588 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $159,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $915,135 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $915,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $901,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,070 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,070 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $204 | TotalTaxAmt |
| Distributable Before Adj | $44,866 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,866 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,866 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,723 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $44,723 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $204 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,519 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,534 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,723 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,534 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,189 | 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 | $39,677 | 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 | $5,000 |
| MOBILE LOAVES & FISHES | ||||||||
| 9301 HOG EYE ROAD SUITE 950 | AUSTIN | TX | 78724 | N/A | PC | COMMUNITY FIRST VILLAGE PROJECT | $2,500 | |
| 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 | $10,000 | |
| THERAPY PET PALS OF TEXAS | ||||||||
| 3930 BEE CAVES ROAD SUITE C | AUSTIN | TX | 78746 | N/A | PC | PET VISITATION PROGRAM | $2,034 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,534 | 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 | $12,744 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,241 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,985 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,985 | 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 | $5,605 | Amt |
| Net Investment Income | $561 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,044 | 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 | $591 | 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 | $124,699 | EOYBookValueAmt |
| EOYFMV | $124,017 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (69 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $6,976 | $13,160 |
| ACI WORLDWIDE INC. | $5,972 | $7,500 |
| ADOBE INC | $5,206 | $20,119 |
| AGILENT TECHNOLOGIES | $12,626 | $18,173 |
| AKAMAI TECHNOLOGIES INC | $16,004 | $17,860 |
| ALIGN TECHNOLOGY INC | $2,461 | $8,320 |
| ALPHABET INC | $4,687 | $6,525 |
| AMAZON.COM INC. | $7,464 | $18,008 |
| AMETEK INC. | $6,612 | $7,426 |
| ANSYS INC. | $2,818 | $5,094 |
| APPLE INC. | $4,182 | $17,371 |
| BLACK KNIGHT INC | $7,921 | $8,821 |
| BOOKING HOLDINGS INC. | $8,096 | $7,617 |
| BOSTON SCIENTIFIC CO | $3,511 | $4,757 |
| CHEVRON CORP | $7,874 | $8,785 |
| CISCO SYSTEMS | $2,607 | $6,796 |
| COLFAX CORP | $5,093 | $5,055 |
| COMERICA INCORPORATE | $6,306 | $9,505 |
| COMFORT SYSTEMS USA | $10,833 | $10,220 |
| DIAMONDBACK ENERGY | $8,996 | $7,347 |
| DOVER CORP | $6,028 | $8,918 |
| EOG RESOURCES INC | $3,802 | $4,254 |
| F M C CORP | $10,339 | $12,245 |
| FACEBOOK INC | $4,982 | $9,074 |
| FEDERAL SIGNAL CORP | $14,322 | $18,940 |
| FLEETCOR TECHNOLOGIE | $7,895 | $10,742 |
| FRANKLIN ELECTRIC CO | $5,898 | $6,379 |
| GRACO INC | $2,507 | $3,865 |
| HESS CORP | $4,451 | $6,209 |
| HILL ROM HOLDINGS | $7,360 | $8,577 |
| ILLINOIS TOOL WORKS | $2,911 | $11,331 |
| ITT INC | $8,030 | $8,722 |
| J B HUNT TRANSPORT | $7,115 | $6,937 |
| JP MORGAN CHASE & CO | $6,286 | $16,470 |
| LOCKHEED MARTIN CORP | $7,508 | $7,821 |
| MASTERCARD INC | $9,534 | $29,223 |
| MEDTRONIC PLC | $13,010 | $15,038 |
| MERCURY SYSTEMS INC. | $9,549 | $10,987 |
| METLIFE INC | $2,382 | $4,242 |
| MICROSOFT CORP | $3,070 | $18,922 |
| MONDELEZ INTL | $2,775 | $5,254 |
| MSA SAFETY INC | $7,056 | $9,295 |
| MSCI INC | $9,750 | $25,919 |
| NEOGENOMICS INC. | $7,358 | $10,324 |
| NTNL INSTRUMENTS | $5,482 | $6,318 |
| OMNICELL INC | $7,425 | $8,799 |
| ORACLE CORP | $11,373 | $12,632 |
| OWENS CORNING FIBERGLASS | $9,260 | $10,059 |
| OXFORD INDS INC | $5,835 | $5,582 |
| PARSLEY ENERGY INC | $2,890 | $1,498 |
| PAYPAL HOLDINGS | $5,912 | $17,822 |
| PERKINELMER INC | $2,263 | $5,110 |
| POST HOLDINGS INC | $2,184 | $2,640 |
| PRA HEALTH SCIENCES | $7,530 | $10,881 |
| RAYTHEON CO | $6,592 | $9,784 |
| REALPAGE INC | $11,951 | $11,006 |
| REPUBLIC SERVICES | $4,762 | $17,287 |
| REXNORD CORP | $8,751 | $9,477 |
| ROPER TECHNOLOGIES | $5,692 | $7,207 |
| SUNTRUST BANKS INC | $2,308 | $5,667 |
| SVB FINL GROUP | $14,778 | $13,904 |
| THE COCA-COLA CO | $2,117 | $5,073 |
| THERMO FISHER SCNTFC | $1,691 | $15,698 |
| TRIMBLE INC | $3,206 | $4,864 |
| WALT DISNEY CO | $8,439 | $11,369 |
| WOODWARD INC | $1,561 | $2,336 |
| XPO LOGISTICS INC | $9,050 | $10,336 |
| YUM BRANDS INC. | $7,314 | $7,550 |
| ZIONS BANCORP | $5,904 | $9,956 |
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 | $1,379 | AccumulatedDepreciationAmt |
| Book Value | $2,561 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PO BOX EXPENSE | Desc |
| Revenue And Expenses Per Books | $290 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $145 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $145 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $5,888 | Amt |
| Net Investment Income | $5,888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990-PF TAXES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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