THE MARGARET AND AL HILL FAMILY: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: THE MARGARET AND AL HILL FAMILY (EIN 75-6010533)
Tax period: 2016-03-01 to 2017-02-28
Filed: 2017-06-27
IRS object ID: 201711789349100111
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990-PF
Accounting Fees Schedule
Applied To Prior Year Election
General Explanation Attachment
Investments Corp Stock Schedule
Other Assets Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-06-27T15:29:13-05:00	ReturnTs
Tax Period End	2017-02-28	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	750786316	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WEAVER AND TIDWELL LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	12221 MERIT DRIVE SUITE 1400	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75251	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-03-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	756010533	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MARGARET AND AL HILL FAMILY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MARG	BusinessNameControlTxt
Phone	2149221100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2001 ROSS AVENUE NO 4600	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75201	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LYDA HILL	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2149221100	PhoneNum
Signature	2017-06-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JUSTIN W REEVES	PreparerPersonNm
PTIN	P01248048	PTIN
Phone	9724901970	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	174.47.139.16	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-06-14	IPDt
IP Tm	17:32:31	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	0F39F1379F313540961A0D46678BA45011978787	AtSubmissionCreationDeviceId
At Submission Filing Device Id	B18F8388A017BA102593174F44000C91A0D8E672	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	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	$5,761,659	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$143,280	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$143,280	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$41,363	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,644,206	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$41,363	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$184,643	TotalRevAndExpnssAmt
Total Net Invst Incm	$184,643	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	$499	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$249	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$250	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$3,958	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,958	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,457	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,207	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$250	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$270,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$270,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$274,457	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,207	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$270,250	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$89,814	ExcessRevenueOverExpensesAmt
Net Investment Income	$180,436	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$28,580	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$515,752	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$515,752	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$4,729,428	CorporateStockBOYAmt
Corporate Stock EOY	$4,156,393	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,057,432	CorporateStockEOYFMVAmt
Other Assets BOY	$96,277	OtherAssetsBOYAmt
Other Assets EOY	$92,326	OtherAssetsEOYAmt
Other Assets EOYFMV	$188,475	OtherAssetsEOYFMVAmt
Total Assets BOY	$4,854,285	TotalAssetsBOYAmt
Total Assets EOY	$4,764,471	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,761,659	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	$4,854,285	RetainedEarningBOYAmt
Retained Earning EOY	$4,764,471	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,854,285	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$4,764,471	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,854,285	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$4,764,471	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,854,285	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$89,814	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$4,764,471	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$4,764,471	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
9,600 SHS - INDUSTRIAL SECTOR SPDR TRUST	P	2014-04-22	2016-04-25	$537,785	$510,424	$27,361	$27,361
10,600 SHS - SECTOR SPDR SHS BEN INT-MATERIALS	P	2014-04-22	2016-04-25	$496,511	$506,473	-$9,962	-$9,962
3,900 SHS - ISHARES RUSSELL 2000 ETF	P	2015-04-22	2017-01-19	$520,702	$490,833	$29,869	$29,869
REAL ESTATE SELECT SECT SPDR	P	2016-09-19	2016-09-22	$2	$2	$0	$0
2,922 SHS - REAL ESTATE SELECT SECT SPDR	P	2016-09-19	2017-01-19	$89,206	$95,111	-$5,905	-$5,905

Field	Value	IRS element (for citing)
Capital Gain Net Income	$41,363	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$265,353	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$5,180,920	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.051217	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$240,250	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$5,476,202	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.043872	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$180,625	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$4,925,333	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.036673	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$149,596	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$4,395,274	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.034036	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$182,113	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$3,968,343	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.045891	DistributionYr5Rt
Total Distribution	0.211689	TotalDistributionRt
Average Distribution	0.042338	AverageDistributionRt
Net Vl Noncharitable Assets	$5,238,460	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$221,786	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,804	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$223,590	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$270,250	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	$1,804	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,804	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,804	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,903	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$6,903	TotalPaymentsAndCreditsAmt
Overpayment	$5,099	OverpaymentAmt
Applied To ES Tax	$5,099	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	CO	OrgReportOrRegisterStateCd
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	FRANK MACKEY	IndividualWithBooksNm
Phone	2149221100	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 ROSS AVENUE SUITE 4600	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75201	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	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
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 (9 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
LYDA HILL
2001 ROSS AVENUE SUITE 4600	DALLAS	TX	75201	PRESIDENT, TRUSTEE & C.O.B	0.20	$0	$0	$0
AL G HILL JR
47 HIGHLAND PARK VILLAGE SUITE 200	DALLAS	TX	75205	V.P. & TRUSTEE	0.10	$0	$0	$0
ALINDA H WIKERT
2101 CEDAR SPRINGS RD STE 1800	DALLAS	TX	752011585	V.P. & TRUSTEE	0.10	$0	$0	$0
HEATHER H WASHBURNE
47 HIGHLAND PARK VILLAGE SUITE 200	DALLAS	TX	75205	SEC., TREAS. & TRUSTEE	0.10	$0	$0	$0
MICHAEL B WISENBAKER JR
2101 CEDAR SPRINGS RD STE 1800	DALLAS	TX	752011585	TRUSTEE	0.10	$0	$0	$0
WESLEY HILL WISENBAKER
2101 CEDAR SPRINGS RD STE 1800	DALLAS	TX	752011585	TRUSTEE	0.05	$0	$0	$0
ELISA HILL SUMMERS
47 HIGHLAND PARK VILLAGE SUITE 200	DALLAS	TX	75205	TRUSTEE	0.05	$0	$0	$0
CODY M WIKERT
2101 CEDAR SPRINGS RD STE 1800	DALLAS	TX	752011585	TRUSTEE	0.05	$0	$0	$0
MARGRETTA H WIKERT
2101 CEDAR SPRINGS RD STE 1800	DALLAS	TX	752011585	TRUSTEE	0.05	$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	$5,076,337	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$141,777	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$100,119	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,318,233	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,318,233	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$79,773	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,238,460	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$261,923	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$261,923	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,804	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,804	TotalTaxAmt
Distributable Before Adj	$260,119	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$260,119	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$260,119	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$270,250	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$270,250	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$1,804	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$268,446	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$260,119	DistributableAsAdjustedAmt
Undistributed Income PY	$222,645	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$270,250	QualifyingDistributionsAmt
Applied To Year1	$222,645	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$47,605	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	$212,514	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)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BETTY FORD ALPINE GARDENS
183 GORE CREEK DR	VAIL	CO	81657	N/A	PC	SUPPORT COMMUNITY ASSISTANCE PROGRAM	$3,000
CASA OF THE PIKES PEAK REGION
701 S CASCADE AVENUE	COLORADO SPRINGS	CO	80903	N/A	PC	SUPPORT COMMUNITY ASSISTANCE PROGRAM	$5,000
CHANDA PLAN FOUNDATION
8725 WEST 14TH AVENUE STE 170	DENVER	CO	80215	N/A	PC	SUPPORT COMMUNITY ASSISTANCE PROGRAM	$5,000
DISCOVER GOODWILL FOUNDATION
1460 GARDEN OF THE GODS ROAD	COLORADO SPRINGS	CO	80907	N/A	PC	SUPPORT COMMUNITY ASSISTANCE PROGRAM	$5,000
FOCUS ON THE FAMILY
8605 EXPLORER DRIVE	COLORADO SPRINGS	CO	80920	N/A	PC	SUPPORT COMMUNITY ASSISTANCE PROGRAM	$20,000
FRIENDS OF CHEYENNE MOUNTAIN STATE PARK
410 JL HEIGHTS	COLORADO SPRINGS	CO	80949	N/A	PC	SUPPORT PRESERVATION & MAINTENANCE PARKS AND PLAYGROUNDS	$500
HUMANE SOCIETY OF THE PIKES PEAK REGION
610 ABBOT LN	COLORADO SPRINGS	CO	80905	N/A	PC	SUPPORT ANIMAL PROTECTION & WELFARE	$90,000
INCLINE FRIENDS
PO BOX 992	COLORADO SPRINGS	CO	80901	N/A	PC	PRESERVE & MAINTAIN PARK TRAILS	$25,000
PIKES PEAK UNITED WAY
518 N NEVADA AVENUE	COLORADO SPRINGS	CO	80903	N/A	PC	SUPPORT COMMUNITY ASSISTANCE PROGRAM	$10,000
PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
7155 E 38TH AVENUE	DENVER	CO	80207	N/A	PC	SUPPORT COMMUNITY ASSISTANCE PROGRAM	$30,500
SILVER KEY SENIOR SERVICES
1625 S MURRAY BLVD	COLORADO SPRINGS	CO	80916	N/A	PC	SUPPORT COMMUNITY ASSISTANCE PROGRAM	$40,000
SPECIAL OLYMPICS COLORADO
384 INVERNESS PKWY STE 100	ENGLEWOOD	CO	80112	N/A	PC	SUPPORT DEVELOPMENTALLY DISABLED SERVICES & CENTERS	$5,000
SPRINGS RESCUE MISSION
5 W LAS VEGAS ST	COLORADO SPRINGS	CO	80903	N/A	PC	SUPPORT COMMUNITY ASSISTANCE PROGRAM	$1,000
THE CHILDREN'S HOSPITAL FOUNDATION
13123 EAST 16TH AVENUE BOX 045	AURORA	CO	80045	N/A	PC	SUPPORT COMMUNITY ASSISTANCE PROGRAM	$5,000
YOUNG LIFE PIKES PEAK
420 N CASCADE AVE	COLORADO SPRINGS	CO	809033325	N/A	PC	SUPPORT COMMUNITY ASSISTANCE PROGRAM	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$270,000	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	$143,280	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$41,363	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$184,643	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$184,643	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$499	Amt
Net Investment Income	$249	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$250	DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

Field	Value	IRS element (for citing)
Election	PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF:UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING:TAX YEAR AMOUNT 2007 $98,839SIGNED:______________________________ ____________________ LYDA HILL, PRESIDENT DATE	ElectionDesc

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Form And Line Reference	PART VII-B, QUESTION 1A(3)	FormAndLineReferenceDesc
Medium Explanation	STATEMENT REGARDING FURNISHING OR RECEIVING GOODS, ETC., TO OR FROM A DISQUALIFIED PERSON-PART VII-B, QUESTION 1A(3)LH HOLDINGS, INC. ("LHH") IS A CORPORATION OF WHICH ALL THE OUTSTANDING STOCK IS OWNED BY LYDA HILL. LYDA HILL IS AN OFFICER AND TRUSTEE OF THE MARGARET AND AL HILL FAMILY FOUNDATION ("FOUNDATION"), AND A DISQUALIFIED PERSON WITH RESPECT TO IT. LHH MAKES AVAILABLE TO THE FOUNDATION, AS MAY BE REQUIRED FOR THE CONDUCT OF ITS ACTIVITIES, THE SERVICES OF CERTAIN OF ITS OFFICERS AND EMPLOYEES. THESE SERVICES ARE MADE AVAILABLE TO THE FOUNDATION WITHOUT ANY CHARGE FOR SALARIES, PAYROLL TAXES, EMPLOYEE BENEFITS, OR RELATED PERSONNEL COSTS. LIKEWISE, LHH MAKES NO CHARGE TO THE FOUNDATION FOR OCCUPANCY COSTS ASSOCIATED WITH ITS OFFICE SPACE NORMALLY OCCUPIED BY ITS OFFICERS AND EMPLOYEES WHILE PERFORMING SUCH SERVICES.	MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE EQUITIES	StockNm
EOY Book Value	$4,156,393	EOYBookValueAmt
EOYFMV	$5,057,432	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	VALUE PARTNERS, LTD	Desc
BOY Book Value	$96,277	BOYBookValueAmt
EOY Book Value	$92,326	EOYBookValueAmt
EOYFMV	$188,475	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FROM VALUE PARTNERS, LTD	$4,033	$4,033	$0
BANK FEES	-$75	-$75	$0

THE MARGARET AND AL HILL FAMILY: Form 990PF, tax year 2016

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Applied To Prior Year Election AppliedToPriorYearElection

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

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