AUSTIN AND PAULINE NEUHOFF FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AUSTIN AND PAULINE NEUHOFF FOUNDATION (EIN 73-1645131)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-22
- IRS object ID
- 201931429349100218
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-22T15:04:02-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900525804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVILLE DODGEN AND COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET SUITE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731645131 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAULINE AND AUSTIN NEUHOFF | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 2149041700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 195367 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUSTIN NEUHOFF | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2149041700 | PhoneNum |
| Signature | 2019-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID EPPERSON CPA | PreparerPersonNm |
| PTIN | P00158801 | PTIN |
| Phone | 2149229727 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.60.72.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-16 | IPDt |
| IP Tm | 13:04:01 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 51C6F311A18D28629B4C863A6B98E70FEE4837C5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,562,720 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $55,590 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $394,958 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $393,511 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $211,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,325,272 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $211,580 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,816 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $51,816 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $713,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $656,907 | 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 | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,364 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,364 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,221 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,339 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,234 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,641 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,593 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,844 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,593 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $844,511 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $844,511 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $932,830 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,844 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $858,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$218,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $590,063 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,669 | CashBOYAmt |
| Cash EOY | $152,436 | CashEOYAmt |
| Cash EOYFMV | $152,436 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $341,010 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $462,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $462,508 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $405,947 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $106,492 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $106,492 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,894,521 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,819,764 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,752,045 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,939,429 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,142,975 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,249,467 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $133,929 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $133,929 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $133,929 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $133,929 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $523,343 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,705,843 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,705,843 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,271,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,523,947 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,562,720 | 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 | $12,271,848 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,523,947 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,271,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,523,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,271,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,523,947 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,271,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$218,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,052,962 | SubtotalAmt |
| Other Decreases | $529,015 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,523,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| U.S. TRUST | P | $60,572 | $77,035 | -$16,463 | -$16,463 |
| U.S. TRUST | P | $2,248,452 | $2,036,657 | $211,795 | $211,795 |
| CAPITAL GAINS DIVIDENDS | P | $16,248 | $16,248 | $16,248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $211,580 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $610,172 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,965,585 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047061 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $615,074 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,632,140 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048691 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $470,627 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,746,874 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036921 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $432,685 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,706,565 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034052 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $746,811 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,652,009 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064093 | DistributionYr5Rt |
| Total Distribution | 0.230818 | TotalDistributionRt |
| Average Distribution | 0.046164 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,398,926 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $572,384 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,901 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $578,285 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $858,104 | 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 | $5,901 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,901 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,901 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $242 | EsPenaltyAmt |
| Overpayment | $107 | OverpaymentAmt |
| Applied To ES Tax | $107 | 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 | AUSTIN P NEUHOFF | IndividualWithBooksNm |
| Phone | 2149041700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 195367 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 |
|---|---|---|---|---|---|---|---|---|
| AUSTIN P NEUHOFF | ||||||||
| PO BOX 195367 | DALLAS | TX | 75219 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PAULINE S NEUHOFF | ||||||||
| PO BOX 195367 | DALLAS | TX | 75219 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NANCY SEAY | ||||||||
| PO BOX 195367 | DALLAS | TX | 75219 | TRUSTEE | 2.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,048,643 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $539,099 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,587,742 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,587,742 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,398,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $619,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $619,946 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,901 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,901 | TotalTaxAmt |
| Distributable Before Adj | $614,045 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $614,045 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $614,045 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $858,104 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $858,104 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,901 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $852,203 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $614,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,134 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $8,134 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $858,104 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $614,045 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $244,059 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $252,193 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $8,134 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $244,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $244,059 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 954 | WILTON | NH | 03086 | N/A | EXEMPT | MEDICAL | $50 | |
| CLAYTON DABNEY FOUNDATION | ||||||||
| 6500 GREENVILLE AVE SUITE 342 | DALLAS | TX | 75206 | N/A | EXEMPT | MEDICAL | $1,000 | |
| DISCIPLES OF THE WAY | ||||||||
| 7611 PARK LANE | DALLAS | TX | 75225 | N/A | EXEMPT | RELIGIOUS | $4,000 | |
| HIGHLAND PARK PRESBYSTERIAN CHURCH | ||||||||
| 3821 UNIVERSITY BLVD | DALLAS | TX | 75205 | N/A | EXEMPT | EDUCATIONAL | $201,125 | |
| HP BAND BOOSTER CLUB | ||||||||
| 4220 EMERSON AVENUE | DALLAS | TX | 75205 | N/A | EXEMPT | EDUCATIONAL | $100 | |
| HP CHEERLEADER BOOSTER CLUB | ||||||||
| 4220 EMERSON AVENUE | DALLAS | TX | 75205 | N/A | EXEMPT | EDUCATIONAL | $25 | |
| INSPIRE SPACE INSPIRE STUDENTS | ||||||||
| 3419 WESTMINSTER AVENUE STE 291 | DALLAS | TX | 75205 | N/A | EXEMPT | EDUCATION | $5,000 | |
| LA FIESTA DE LAS SEIS BANDERAS | ||||||||
| 3419 WESTMINSTER PO BOX 289 | DALLAS | TX | 75205 | N/A | EXEMPT | COMMUNITY | $15,250 | |
| LANGHAM PARTNERSHIP | ||||||||
| PO BOX 189 | CAVE CREEK | AZ | 85327 | N/A | EXEMPT | EDUCATIONAL | $5,000 | |
| MISHPMS PTA | ||||||||
| 3555 GRANADA DRIVE | DALLAS | TX | 75205 | N/A | EXEMPT | COMMUNITY | $25,000 | |
| NEEMA HURUMA FOUNDATION | ||||||||
| 600 N PEARL ST SUITE 650 | DALLAS | TX | 75201 | N/A | EXEMPT | COMMUNITY | $500 | |
| PRACTICE MINISTRIES | ||||||||
| 6125 LUTHER LANE SUITE 183 | DALLAS | TX | 75225 | N/A | EXEMPT | COMMUNITY | $300 | |
| SEASIDE INTERFAITH CHAPEL | ||||||||
| 658 FOREST ST | SANTA ROSA BEACH | FL | 32459 | N/A | EXEMPT | EDUCATIONAL | $5,000 | |
| SKY RANCH UTE TRAIL | ||||||||
| 7616 LBJ FREEWAY SUITE 500 | DALLAS | TX | 75251 | N/A | EXEMPT | COMMUNITY | $5,000 | |
| ST MARKS SCHOOL OF TEXAS | ||||||||
| 10600 PRESTON ROAD | DALLAS | TX | 75230 | N/A | EXEMPT | RELIGIOUS | $1,000 | |
| TEXAS SCOTTISH RITE HOSPITAL | ||||||||
| 2222 WELBORN ST | DALLAS | TX | 75219 | N/A | EXEMPT | COMMUNITY | $1,000 | |
| UNIVERSITY OF RICHMOND | ||||||||
| MARYLAND HALL 107 28 WESTHAMPTON | RICHMOND | VA | 23173 | N/A | EXEMPT | COMMUNITY | $152,000 | WAY |
| LIVADA ORPHAN CARE | ||||||||
| PO BOX 195367 | DALLAS | TX | 75219 | N/A | EXEMPT | COMMUNITY | $50 | |
| CHILDREN'S MEDICAL CENTER FOUNDATION | ||||||||
| 2777 STEMMONS FREEWAY SUITE 1700 | DALLAS | TX | 75207 | N/A | EXEMPT | MEDICAL | $10,000 | |
| THE CRU FOUNDATION | ||||||||
| 100 LAKE HART DRIVE 3600 | ORLANDO | FL | 32832 | N/A | EXEMPT | COMMUNITY | $2,100 | |
| DALLAS ARBORETUM | ||||||||
| 8525 GARLAND ROAD | DALLAS | TX | 75218 | N/A | EXEMPT | COMMUNITY | $333,334 | |
| THE HOPE OF SHADES | ||||||||
| PO BOX 700 | TIOGA | TX | 76271 | N/A | EXEMPT | COMMUNITY | $200 | |
| SALESMANSHIP CLUB | ||||||||
| 106 E 10TH ST SUITE 200 | DALLAS | TX | 75203 | N/A | EXEMPT | COMMUNITY | $1,500 | |
| CLEMENTS CENTER FOR NATIONAL SECURITY | ||||||||
| 2304 WHITIS AVE STOP G9900 | AUSTIN | TX | 78712 | N/A | EXEMPT | COMMUNITY | $50,000 | |
| KAPPA KAPPA GAMMA FOUNDATION | ||||||||
| PO BOX 12362 | DALLAS | TX | 75225 | N/A | EXEMPT | COMMUNITY | $10,000 | |
| THE CITY OF UNIVERSITY PARK | ||||||||
| 4420 WORCOLA STREET | DALLAS | TX | 75206 | N/A | EXEMPT | COMMUNITY | $15,977 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $844,511 | 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 | $394,958 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $51,816 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $211,580 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $658,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $658,354 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | AUSTIN AND PAULINE NEUHOFF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 195367 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $54,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,142,975 | EOYBookValueAmt |
| EOYFMV | $3,249,467 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $5,049,364 | $6,981,645 |
| AMERICAN NATIONAL BANK - 1,284 SHARES | $770,400 | $770,400 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $106,492 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $106,492 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROYALTY INTEREST | $514,286 | $514,286 | $514,286 |
| DONOR RECEIVABLE | $198 | $198 | $198 |
| DIVIDEND RECEIVABLE | $8,859 | $8,859 | $8,859 |
| ROBERT INDIANA LOVE STATUE | $1,182,500 | $1,182,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD COST BASIS ADJUSTMENT | Desc |
| Amt | $529,015 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $4,099 | $4,099 | $0 |
| ROYALTY EXPENSES | $16,542 | $16,542 | $0 |
| ASSET UPKEEP | $13,593 | $0 | $13,593 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| U.S. TRUST COMPANY | $51,359 | $51,359 | $51,359 |
| DENTON FARM | $457 | $457 | $457 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEES | CategoryTxt |
| Amt | $38,364 | Amt |
| Net Investment Income | $38,364 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAXES | $7,882 | $0 | $0 |
| PROPERTY TAXES | $2,080 | $2,080 | $0 |
| FOREIGN TAX | $1,259 | $1,259 | $0 |
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