AUSTIN AND PAULINE NEUHOFF FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AUSTIN AND PAULINE NEUHOFF FOUNDATION (EIN 73-1645131)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201821349349102602
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T12:45:36-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N 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 | 2017-01-01 | 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 | 2018-05-11 | 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 |
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 | 2018-05-11 | IPDt |
| IP Tm | 10:11:50 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5C3846A08F6CDC0BEDE8CF7053B06DA22E271523 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,086,766 | 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 | $40,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $394,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $394,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $388,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $763,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $388,596 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,758 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50,758 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $873,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $833,666 | 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 | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,276 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,276 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,136 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,337 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,337 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $617,816 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $617,816 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $696,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $617,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $177,440 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $764,417 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,809 | CashBOYAmt |
| Cash EOY | $33,669 | CashEOYAmt |
| Cash EOYFMV | $33,669 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $582,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $341,010 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $341,010 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $405,947 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $405,947 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $405,947 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,500,596 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,894,521 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,204,455 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,939,428 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,939,429 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,444,413 | 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 | $514,484 | OtherAssetsBOYAmt |
| Other Assets EOY | $523,343 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $523,343 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,094,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,271,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,086,766 | 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 | $12,094,408 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,271,848 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,094,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,271,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,094,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,271,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,094,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $177,440 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,271,848 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,271,848 | 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 | $147,271 | $133,465 | $13,806 | $13,806 |
| U.S TRUST | P | $606,692 | $241,406 | $365,286 | $365,286 |
| CAPITAL GAINS DIVIDENDS | P | $9,504 | $9,504 | $9,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $388,596 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $615,074 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,632,140 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048691 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $470,627 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,746,874 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036921 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $432,685 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,706,565 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034052 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $746,811 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,652,009 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064093 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $534,399 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,479,942 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046551 | DistributionYr5Rt |
| Total Distribution | 0.230308 | TotalDistributionRt |
| Average Distribution | 0.046062 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,965,585 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $597,221 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,644 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $604,865 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $617,816 | 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 | $7,644 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,644 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,644 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $238 | EsPenaltyAmt |
| Tax Due | $7,882 | TaxDueAmt |
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 |
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 | $12,683,408 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $479,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,163,030 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,163,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $197,445 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,965,585 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $648,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $648,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,644 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,644 | TotalTaxAmt |
| Distributable Before Adj | $640,635 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $640,635 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $640,635 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $617,816 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $617,816 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,644 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $610,172 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $640,635 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $30,953 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $30,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $617,816 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $617,816 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,819 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,819 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,134 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,134 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,134 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 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 | |
| AMERICAN LIVER FOUNDATION | ||||||||
| 39 BROADWAY SUITE 7200 | NEW YORK | NY | 10006 | N/A | EXEMPT | MEDICAL | $300 | |
| ARISE AFRICA | ||||||||
| 316 BAILEY AVE | FORT WORTH | TX | 76107 | N/A | EXEMPT | COMMUNITY | $50 | |
| BAYLOR HEALTHCARE SYSTEM FOUNDATION | ||||||||
| 3500 GASTON AVE | DALLAS | TX | 75246 | N/A | EXEMPT | MEDICAL | $215,000 | |
| BRADFIELD DAD'S CLUB | ||||||||
| 4300 SOUTHERN AVE | DALLAS | TX | 75205 | N/A | EXEMPT | EDUCATION | $1,730 | |
| CAMP JOHN MARC | ||||||||
| 2824 SWISS AVENUE | DALLAS | TX | 75204 | N/A | EXEMPT | RELIGIOUS | $250 | |
| CAMP SWEENEY | ||||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | N/A | EXEMPT | COMMUNITY | $200 | |
| CHRIST'S FAMILY CLINIC | ||||||||
| 6409 PRESTON ROAD | DALLAS | TX | 75205 | N/A | EXEMPT | RELIGIOUS | $1,000 | |
| CLAYTON DABNEY FOUNDATION | ||||||||
| 6500 GREENVILLE AVE SUITE 342 | DALLAS | TX | 75206 | N/A | EXEMPT | MEDICAL | $2,000 | |
| DISCIPLES OF THE WAY | ||||||||
| 7611 PARK LANE | DALLAS | TX | 75225 | N/A | EXEMPT | RELIGIOUS | $5,000 | |
| FAMILY LEGACY | ||||||||
| 5005 W ROYAL LN STE 252 | IRVING | TX | 75063 | N/A | EXEMPT | RELIGIOUS | $576 | |
| FOR THE NATIONS | ||||||||
| PO BOX 850064 | RICHARDSON | TX | 75085 | N/A | EXEMPT | RELIGIOUS | $50,000 | |
| FRIENDS OF THE LOST BOYS | ||||||||
| 3515 ROSEDALE AVE | DALLAS | TX | 75205 | N/A | EXEMPT | MEDICAL | $4,000 | |
| HIGHLAND PARK PRESBYSTERIAN CHURCH | ||||||||
| 3821 UNIVERSITY BLVD | DALLAS | TX | 75205 | N/A | EXEMPT | EDUCATIONAL | $50,225 | |
| HP BAND BOOSTER CLUB | ||||||||
| 4220 EMERSON AVENUE | DALLAS | TX | 75205 | N/A | EXEMPT | EDUCATIONAL | $50 | |
| 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 | $50,000 | |
| JDRF | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | EXEMPT | MEDICAL | $250 | |
| LA FIESTA DE LAS SEIS BANDERAS | ||||||||
| 3419 WESTMINSTER PO BOX 289 | DALLAS | TX | 75205 | N/A | EXEMPT | COMMUNITY | $15,000 | |
| LANGHAM PARTNERSHIP | ||||||||
| PO BOX 189 | CAVE CREEK | AZ | 85327 | N/A | EXEMPT | EDUCATIONAL | $5,000 | |
| MAKE A WISH - CHI-OMEGA | ||||||||
| 8119 ISABELLA LANE SUITE 105A | BRENTWOOD | TN | 37027 | N/A | EXEMPT | COMMUNITY | $50 | |
| MISHPMS PTA | ||||||||
| 3555 GRANADA DRIVE | DALLAS | TX | 75205 | N/A | EXEMPT | COMMUNITY | $25,000 | |
| MS SOCIETY | ||||||||
| 59 TOWER AVENUE FIRST FLOOR | HARTFORD | CT | 06112 | N/A | EXEMPT | MEDICAL | $5,000 | |
| NEEMA HURUMA FOUNDATION | ||||||||
| 600 N PEARL ST SUITE 650 | DALLAS | TX | 75201 | N/A | EXEMPT | COMMUNITY | $750 | |
| PARK CITIES PRESBYTERIAN CHURCH | ||||||||
| 4124 OAK LAWN | DALLAS | TX | 75219 | N/A | EXEMPT | RELIGIOUS | $100 | |
| PARK CITIES YMCA | ||||||||
| 600 PRESTON ROAD | DALLAS | TX | 75205 | N/A | EXEMPT | RELIGIOUS | $1,500 | |
| PRACTICE MINISTRIES | ||||||||
| 6125 LUTHER LANE SUITE 183 | DALLAS | TX | 75225 | N/A | EXEMPT | COMMUNITY | $300 | |
| PRESBYTERIAN COMMUNITIES & SERVICES FOUNDATION (HOSPICE CARE) | ||||||||
| 12467 MERIT DRIVE | DALLAS | TX | 75251 | N/A | EXEMPT | MEDICAL | $10,000 | |
| REFUGE CHURCH | ||||||||
| 2101 N RIVERSIDE DR | FORT WORTH | TX | 76116 | N/A | EXEMPT | RELIGIOUS | $2,000 | |
| SALVATION ARMY INTERNATIONAL MISSION | ||||||||
| 615 SLATERS LANE PO BOX 269 | ALEXANDRIA | VA | 22313 | N/A | EXEMPT | COMMUNITY | $4,000 | |
| 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 | |
| SMU ATHLETICS | ||||||||
| 5800 OWNBY DR | DALLAS | TX | 75275 | N/A | EXEMPT | EDUCATIONAL | $599 | |
| ST MARKS SCHOOL OF TEXAS | ||||||||
| 10600 PRESTON ROAD | DALLAS | TX | 75230 | N/A | EXEMPT | RELIGIOUS | $5,000 | |
| TEXAS SCOTTISH RITE HOSPITAL | ||||||||
| 2222 WELBORN ST | DALLAS | TX | 75219 | N/A | EXEMPT | COMMUNITY | $611 | |
| UNIVERSITY OF RICHMOND | ||||||||
| MARYLAND HALL 107 28 WESTHAMPTON | RICHMOND | VA | 23173 | N/A | EXEMPT | COMMUNITY | $152,000 | WAY |
| VISION AFRICA | ||||||||
| PO BOX 600008 | DALLAS | TX | 75360 | N/A | EXEMPT | RELIGIOUS | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $617,816 | 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 | $394,312 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $50,758 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $388,596 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $833,666 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $833,666 | 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 | $40,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $5,500 | 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 | $1,939,429 | EOYBookValueAmt |
| EOYFMV | $4,444,413 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $8,124,121 | $7,434,055 |
| 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 | $405,947 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $405,947 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROYALTY INTEREST | $514,286 | $514,286 | $514,286 |
| DONOR RECEIVABLE | $198 | $198 | $198 |
| DIVIDEND RECEIVABLE | $0 | $8,859 | $8,859 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $3,926 | $3,926 | $0 |
| ROYALTY EXPENSES | $17,411 | $17,411 | $0 |
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 | $50,301 | $50,301 | $50,301 |
| 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 | $39,276 | Amt |
| Net Investment Income | $39,276 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAXES | $9,087 | $0 | $0 |
| PROPERTY TAXES | $1,500 | $1,500 | $0 |
| FOREIGN TAX | $1,710 | $1,636 | $0 |
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