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NEAL FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NEAL FAMILY FOUNDATION (EIN 27-3205523)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-21
IRS object ID
201802339349100700
Schema version
2017v2.2
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)
Return2018-08-21T09:11:36-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-07-19SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREG W SCOTTPreparerPersonNm
PTINP00355074PTIN
Phone5124582722PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$168,147FMVAssetsEOYAmt
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$1,675AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,675TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,553ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,228TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$40,772ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$125,375CashBOYAmt
Cash EOY$168,147CashEOYAmt
Cash EOYFMV$168,147CashEOYFMVAmt
Total Assets BOY$125,375TotalAssetsBOYAmt
Total Assets EOY$168,147TotalAssetsEOYAmt
Total Assets EOYFMV$168,147TotalAssetsEOYFMVAmt
Accounts Payable EOY$2,000AccountsPayableEOYAmt
Total Liabilities EOY$2,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$35,000CapitalStockBOYAmt
Capital Stock EOY$35,000CapitalStockEOYAmt
Retained Earning BOY$90,375RetainedEarningBOYAmt
Retained Earning EOY$131,147RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$125,375TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$166,147TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$125,375TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$168,147TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$125,375TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$40,772ExcessRevenueOverExpensesAmt
Subtotal$166,147SubtotalAmt
Tot Net Ast Or Fund Balances EOY$166,147TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
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

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$7,553Expenses1Amt
Total$7,553TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$128,022AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$128,022TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$128,022AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,920CashDeemedCharitableAmt
Net Vl Noncharitable Assets$126,102NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,305MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,305MinimumInvestmentReturnAmt
Distributable Before Adj$6,305DistributableBeforeAdjAmt
Distributable Before Ded$6,305DistributableBeforeDedAmt
Distributable As Adjusted$6,305DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Program Related Invst Total$7,553ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,553QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,553AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,305DistributableAsAdjustedAmt
Undistributed Income PY$3,771UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$5,184TotalForPriorYearsAmt
Qualifying Distributions$7,553QualifyingDistributionsAmt
Applied To Year1$3,771AppliedToYear1Amt
Applied To Current Year$3,782AppliedToCurrentYearAmt
Prior Year Undistributed Incm$5,184PriorYearUndistributedIncmAmt
Taxable1$5,184Taxable1Amt
Undistributed Income CY$2,523UndistributedIncomeCYAmt

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 (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATURAL RESOURCES DEF
40 WEST 20TH STNEW YORKNY10011ENVIROMENTAL$500
NATIONAL GALLERY
6TH AVEWASHINGTONDC20565ARTS$903
AUSTIN SYMPHONY
1101 RED RIVER STAUSTINTX78704MUSIC$600
JR LEAUGE OF HOUSTON
1811 BRIAR OAKS LNHOUSTONTX77027WOMEN VOLUNTEER$50
TX BIOMEDICAL RESOURCE
PO BOX 760549SAN ANTONIOTX78245SCIENCE RESEARC$500
SHINE A LIGHT
206 5th St NWBEMIDJIMN56601HUMANITY$500
AMERICAN RED CROSS
2218 PERSHING DRAUSTINTX78723RELIEF$1,000
AUSTIN COMMUNITY FOUNDA
4315 GUADALUPE ST 300AUSTINTX78751CONTRIBUTION$1,000
EARTH JUSTICE
50 CALIFORNIA ST 500SAN FRANCISCOCA94111ENVIROMENTAL$500
SHOAL CREEK CONSERVENCY
701 W 7TH STAUSTINTX78701WATERSHED CONSE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,553TotalGrantOrContriPdDurYrAmt

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 R S NEALPersonNm

US Address USAddress

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

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