AMINI FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AMINI FAMILY FOUNDATION (EIN 27-1504248)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201803169349101095
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T14:47:48-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203823628 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLATTERY PERKINS RAMIREZ PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 W IH 10 STE 705 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271504248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMINI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMIN | BusinessNameControlTxt |
| Phone | 2104042828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NE LOOP 410 NO 1300 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL AMINI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2104042828 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER W RAMIREZ | PreparerPersonNm |
| PTIN | P01610524 | PTIN |
| Phone | 2105612668 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.177.231.184 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-09 | IPDt |
| IP Tm | 17:32:11 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4B4A2E65EF6443B8E7A560DC9302079BE18E7704 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $8,097,243 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,060 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,706 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,706 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $229,738 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,347,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $229,738 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $493,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $380,506 | 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 | $4,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,243 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,243 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,036 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,329 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $324,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,329 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $303,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $169,150 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $359,177 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,604,217 | CashBOYAmt |
| Cash EOY | $36,378 | CashEOYAmt |
| Cash EOYFMV | $36,378 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $491,389 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $260,268 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $260,268 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,573,398 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,529,629 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,800,597 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,669,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,826,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,097,243 | 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 | $7,669,004 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,826,275 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,669,004 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,826,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,669,004 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,826,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,669,004 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $169,150 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,838,154 | SubtotalAmt |
| Other Decreases | $11,879 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,826,275 | 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 |
|---|---|---|---|---|---|
| TOTAL SHORT TERM GAIN/LOSS- NORTHERN TRUST | P | $2,962,297 | $2,858,440 | $103,857 | $103,857 |
| TOTAL LONG TERM GAIN/LOSS- NORTHERN TRUST | P | $2,374,801 | $2,259,669 | $115,132 | $115,132 |
| CAPITAL GAIN DISTRIBUTION- NORTHERN TRUST | P | $10,749 | $10,749 | $10,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $229,738 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $291,765 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,913,663 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049337 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,894 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,974,440 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.014042 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,585,389 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.012533 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $132,725 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,758,104 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035317 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,869 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $543,912 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062269 | DistributionYr5Rt |
| Total Distribution | 0.173498 | TotalDistributionRt |
| Average Distribution | 0.034700 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,746,204 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $268,793 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,592 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $272,385 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $303,050 | 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 | $3,592 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,592 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,592 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,240 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,648 | OverpaymentAmt |
| Applied To ES Tax | $1,648 | 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 | MICHAEL R AMINI | IndividualWithBooksNm |
| Phone | 2104042828 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NE LOOP 410 SUITE 1300 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL R AMINI | ||||||||
| 100 NE LOOP 410 SUITE 1300 | SAN ANTONIO | TX | 78216 | DIRECTOR AND TREASURER | 2.00 | $0 | $0 | $0 |
| MOLLY MCGANNON AMINI | ||||||||
| 100 NE LOOP 410 SUITE 1300 | SAN ANTONIO | TX | 78216 | DIRECTOR AND PRESIDENT | 2.00 | $0 | $0 | $0 |
| CAROL KATHLEEN WEATHERS | ||||||||
| 700 WHITE BLUFF TRAIL | BURNET | TX | 78611 | DIRECTOR | 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 | $6,482,409 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $743,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $638,470 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,864,166 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,864,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,746,204 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $387,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $387,310 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,592 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,592 | TotalTaxAmt |
| Distributable Before Adj | $383,718 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $383,718 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $383,718 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $303,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $303,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,592 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $299,458 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $383,718 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $287,391 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $303,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $287,391 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,659 | 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 | $368,059 | 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) |
|---|---|---|
| Contributing Manager | MICHAEL R AMINI | ContributingManagerNm |
| Contributing Manager | MOLLY MCGANNON AMINI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELIEVERS IN CHRIST MINISTRIES | |||||||
| 820 N NEW BRAUNFELS AVE | SAN ANTONIO | TX | 78202 | N/A | CHURCH | GENERAL FUND | $2,000 |
| BUCKNER INTERNATIONAL | |||||||
| 11110 TOM ADAMS DR | AUSTIN | TX | 78753 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| CHILDREN'S HUNGER FUND | |||||||
| 4940 EISENHAUER RD 146 | SAN ANTONIO | TX | 78218 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 |
| HE BUTT FAMILY FOUNDATION | |||||||
| 719 EARL GARNETT STREET | KERRVILLE | TX | 78028 | N/A | PUBLIC CHARITY | LAITY LODGE YOUTH CAMP SCHOLARSHIPS | $10,000 |
| INTERNATIONAL JUSTICE MINISTRY | |||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 |
| LIVING WATER INTERNATIONAL | |||||||
| 4001 GREENBRIAR DR | STAFFORD | TX | 77477 | N/A | PUBLIC CHARITY | WATER WORKS HOUSTON NYE | $10,000 |
| OPEN TABLE | |||||||
| PO BOX 42 | CONCORD | MA | 01742 | N/A | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| PIONEER BIBLE TRANSLATOR | |||||||
| 7255 WEST CAMP WISDOM ROAD | DALLAS | TX | 75236 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| RESPITE CARE OF SAN ANTONIO | |||||||
| 605 BELKNAP PLACE PO BOX 12633 | SAN ANTONIO | TX | 78212 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| RWANDA SHINES | |||||||
| 8207 CALLAGHAN ROAD SUITE 400 | SAN ANTONIO | TX | 78230 | N/A | PUBLIC CHARITY | PROPERTY RENOVATION | $26,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PUBLIC CHARITY | GENERAL FUND AND OPERATION HEAL | $31,000 |
| SHOW HOPE | |||||||
| PO BOX 647 | FRANKLIN | TN | 37065 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| THE SALVATION ARMY | |||||||
| 20230 US-281 | SAN ANTONIO | TX | 78258 | N/A | PUBLIC CHARITY | PATHWAY OF HOPE | $10,000 |
| WILLOW CREEK ASSOCIATION | |||||||
| 67 E ALGONQUIN ROAD | SOUTH BARRINGTON | IL | 60010 | N/A | CHURCH | GENERAL FUND | $25,000 |
| YOUNG LIFE GREATER SAN ANTONIO | |||||||
| 1150 N LOOP 1604 W STE 108-615 | SAN ANTONIO | TX | 782484500 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| YOUNGLIVES SAN ANTONIO | |||||||
| 1150 N LOOP 1604 W STE 108-615 | SAN ANTONIO | TX | 782484500 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CHRISTIAN ASSISTANCE MINISTRY | |||||||
| 110 MCCULLOUGH AVE | SAN ANTONIO | TX | 78215 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SAN ANTONIO ACADEMY | |||||||
| 117 E FRENCH PLACE | SAN ANTONIO | TX | 78212 | N/A | SCHOOL | JOHN WEBSTER SCHOLARSHIP ENDOWMENT | $25,000 |
| CHILD ADVOCATES SAN ANTONIO | |||||||
| 406 SAN PEDRO AVE | SAN ANTONIO | TX | 78212 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,060 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,706 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229,738 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $393,529 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $393,529 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS BLACKHAWK PARTNERS LTD | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NE LOOP 410 NO 1300 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,100 | Amt |
| Net Investment Income | $2,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX | AT COST | $223,395 | $214,554 |
| MFB NORTHERN FUNDS GLOBAL REAL ESTATE INDEX FUND | AT COST | $227,089 | $263,679 |
| MFB NORTHERN FUNDS SMALL CAP INDEX FUND | AT COST | $199,678 | $227,850 |
| MFB NORTHERN FUNDS EMERGING MKTS EQUITY INDEX FUND | AT COST | $491,657 | $541,957 |
| MFB NORTHERN HIGH YIELD FIXED INCOME FUND | AT COST | $1,258,256 | $1,245,501 |
| MFB NORTHERN INTERNATIONAL EQUITY INDEX FUND | AT COST | $1,314,076 | $1,383,182 |
| MFC ISHARES TR RUSSELL MID-CAP | AT COST | $135,508 | $177,327 |
| SAFEWAY CASA NORTHEN FUNDS | AT COST | $28 | $28 |
| LARGE CAP ACCT 43-08284 | AT COST | $699,130 | $727,903 |
| MID CAP ACCT 43-08284 | AT COST | $93,204 | $101,475 |
| MFO PIMCO FDS PAC INVT MGMT SER COMMODITY REAL RETURN STRATEGY FD INSTL | AT COST | $233,000 | $217,874 |
| FIXED INCOME SECURITIES 43-07760 | AT COST | $982,576 | $981,762 |
| LARGE CAP ACCT 43-08285 | AT COST | $487,892 | $497,787 |
| MID CAP ACCT 43-08285 | AT COST | $52,531 | $52,877 |
| LARGE CAP ACCT 43-08286 | AT COST | $176,194 | $180,294 |
| MID CAP ACCT 43-08286 | AT COST | $367,249 | $382,841 |
| SMALL CAP ACCT 43-08286 | AT COST | $39,742 | $41,853 |
| BLACK KNIGHT INC COM | AT COST | $9,115 | $8,786 |
| EQUITY SECURITIES ACCT 43-08287 | AT COST | $241,295 | $251,277 |
| LARGE CAP ACCT 43-08288 | AT COST | $7,216 | $7,534 |
| INTERNATIONAL DEVELOPED SECURITIES ACCT 43-08288 | AT COST | $180,398 | $185,122 |
| INTERNATIONAL EMERGING SECURITIES ACCT 43-08288 | AT COST | $57,008 | $57,854 |
| INTERNATIONAL DEVELOPED SECURITIES ACCT 43-08285 | AT COST | $10,447 | $10,541 |
| INTERNATIONAL EMERGING SECURITIES ACCT 43-08285 | AT COST | $42,945 | $40,739 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TAXES PAID FOR PREVIOUS YEARS | $6,500 |
| ESTIMATED TAX PAYMENTS | $2,019 |
| NONDIVIDEND DISTRIBUTIONS | $3,360 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $15,036 | $15,036 | $0 |
| CONTRACT LABOR | $1,000 | $0 | $1,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $4,243 | Amt |
| Net Investment Income | $4,243 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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