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NEAL FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
NEAL FAMILY FOUNDATION (EIN 27-3205523)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-25
IRS object ID
201913029349100201
Schema version
2018v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-25T13:17:56-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Gregory William Scott PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11908 Justin Ln Ste 100AddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78757ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273205523EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEAL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEALBusinessNameControlTxt
Phone5125162468PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 RIDGE OAKAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78731ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN SCOTT NEALPersonNm
Person TitleMANAGERPersonTitleTxt
Signature2019-05-08SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGreg W ScottPreparerPersonNm
PTINP00355074PTIN
Phone5124582722PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address99.91.5.1IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id7078942019130i000461FederalOriginalSubmissionId
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4D7D9D1038FC029B8D1769E5FD466ED0D1D8B015AtSubmissionCreationDeviceId
At Submission Filing Device IdDD7D182427CC724FF240A008E5707B85E3F3EA07AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$211,816FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$50,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$875AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$875TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,456ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,331TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$43,669ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$168,147CashBOYAmt
Cash EOY$211,816CashEOYAmt
Cash EOYFMV$211,816CashEOYFMVAmt
Total Assets BOY$168,147TotalAssetsBOYAmt
Total Assets EOY$211,816TotalAssetsEOYAmt
Total Assets EOYFMV$211,816TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,000AccountsPayableBOYAmt
Total Liabilities BOY$2,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$35,000CapitalStockBOYAmt
Capital Stock EOY$35,000CapitalStockEOYAmt
Retained Earning BOY$131,147RetainedEarningBOYAmt
Retained Earning EOY$176,816RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$166,147TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$211,816TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$168,147TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$211,816TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$166,147TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$43,669ExcessRevenueOverExpensesAmt
Subtotal$209,816SubtotalAmt
Tot Net Ast Or Fund Balances EOY$209,816TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
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
Individual With BooksJOHN SCOTT NEALIndividualWithBooksNm
Phone5125162468PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14501 RIDGE OAK DRAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78731ZIPCd
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
John Scott Neal
4501 Ridge Oak DrAUSTINTX78731president5$0
Frances R S Neal
4501 Ridge Oak DrAUSTINTX78731director0$0
Caroline E R Neal
4501 Ridge Oak DrAUSTINTX78731director0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1The foundation made contributions to other charitableDescription1Txt
Expenses1$5,456Expenses1Amt
Total$5,456TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$164,982AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$164,982TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$164,982AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,475CashDeemedCharitableAmt
Net Vl Noncharitable Assets$162,507NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,125MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,125MinimumInvestmentReturnAmt
Distributable Before Adj$8,125DistributableBeforeAdjAmt
Distributable Before Ded$8,125DistributableBeforeDedAmt
Distributable As Adjusted$8,125DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Program Related Invst Total$5,456ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,456QualifyingDistributionsAmt
Adjusted Qualifying Distri$5,456AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,125DistributableAsAdjustedAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr5$9,223ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,732ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$1,248ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,203TotalExcessDistributionCyovAmt
Qualifying Distributions$5,456QualifyingDistributionsAmt
Applied To Current Year$5,456AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$2,669ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,669ExcessDistributionCyovAppCYAmt
Total Corpus$15,534TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,554ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,980ExcessDistriCyovToNextYrAmt
Excess From Year4$7,732ExcessFromYear4Amt
Excess From Year1$1,248ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJohn Scott NealRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14501 Ridge OakAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78731ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5125162468RecipientPhoneNum
Form And Info And MaterialsnoneFormAndInfoAndMaterialsTxt
Submission DeadlinesnoneSubmissionDeadlinesTxt
Restrictions On AwardsnoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SABRINA FITGEARLD
2118 JESTER FARMSROUND ROCKTX78664NONEIEDUCATION$256
MENNINGER CLINIC
12301 MAIN STHOUSTONTX77035PCMENTAL HEALTH$2,000
SHOAL CREEK CONSERVANCY
1380 WEST 34TH STAUSTINTX78721PCCONSERVATION$1,200
AUSTIN COMMUNITY FONDAT
4315 GUADALUPE ST 300AUSTINTX78751PCPHILANTHROPY$1,000
EARTHJUSTICE ORG
50 CALIFORNIA STSAN FRANCISCOCA94111PCLEGAL ENVIROMEN$500
NATIONAL RESO DEFENSE C
40 WEST 20TH STNEW YORKNY10011PCCOMMUNITIES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,456TotalGrantOrContriPdDurYrAmt

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 PersonFRANCES R S NEALContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14501 RIDGE OAK DRAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78731ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonFRANCES NEALPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14501 RIDGE OAK DRAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78731ZIPCd

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