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NEAL FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NEAL FAMILY FOUNDATION (EIN 27-3205523)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-05
IRS object ID
201541259349100744
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-05T16:25:22-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREG W SCOTT CPABusinessNameLine1Txt

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 Begin2014-01-01TaxPeriodBeginDt

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 TitlePRESIDENTPersonTitleTxt
Signature2015-04-23SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREG W SCOTTPreparerPersonNm
PTINP00355074PTIN
Phone5124582722PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$82,764FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$75,000ContriRcvdRevAndExpnssAmt
Other Income Rev And Expnss$1,061OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,061OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$1,061OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$76,061TotalRevAndExpnssAmt
Total Net Invst Incm$1,061TotalNetInvstIncmAmt
Total Adj Net Incm$1,061TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$895AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$90AccountingFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$895TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$90TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,170ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,065TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$90TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$66,996ExcessRevenueOverExpensesAmt
Net Investment Income$971NetInvestmentIncomeAmt
Adjusted Net Income$1,061AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,768CashBOYAmt
Cash EOYFMV$82,764CashEOYFMVAmt
Total Assets BOY$15,768TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$82,764TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$35,000CapitalStockBOYAmt
Capital Stock EOY$35,000CapitalStockEOYAmt
Retained Earning BOY-$19,232RetainedEarningBOYAmt
Retained Earning EOY$47,764RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,768TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$82,764TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,768TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$82,764TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,768TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$66,996ExcessRevenueOverExpensesAmt
Subtotal$82,764SubtotalAmt
Tot Net Ast Or Fund Balances EOY$82,764TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19InvestmentIncomeExciseTaxAmt
Subtotal$19SubtotalAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Tax Due$19TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Grants To IndividualsYes (true)GrantsToIndividualsInd

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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION PROVIDED A EDUCATIONAL SCHOLARSHIP TO ONEDescription1Txt
Expenses1$5,000Expenses1Amt
Description2THE FOUNDATION MADE CONTRIBUTIONS TO OTHER ORGANIZATIONSDescription2Txt
Expenses2$3,170Expenses2Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,281AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,281TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$9,281AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$139CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,142NetVlNoncharitableAssetsAmt
Minimum Investment Return$457MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$457MinimumInvestmentReturnAmt
Tax Based On Investment Income$19TaxBasedOnInvestmentIncomeAmt
Total Tax$19TotalTaxAmt
Distributable Before Adj$438DistributableBeforeAdjAmt
Distributable Before Ded$438DistributableBeforeDedAmt
Distributable As Adjusted$438DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$438DistributableAsAdjustedAmt
Undistributed Income PY$777UndistributedIncomePYAmt
Taxable2$777Taxable2Amt
Undistributed Income CY$438UndistributedIncomeCYAmt

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 MaterialsLETTER STATING THE INDIVIDUALS NEEDS AND ACADEMIC RECORDSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTEXAS STUDENTS BASED ON NEED AND ACADEMIC PERFORMANCERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonMIGUEL REYNOSORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line112102 MILL HOLLOW CVAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78750ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeEDUCATIONGrantOrContributionPurposeTxt
Amt$5,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$1,061UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,061UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,061TotalIncomeProducingActyAmt

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 SCOTT NEALContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14501 RIDGE OAK DRAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78731ZIPCd
FieldValueIRS element (for citing)
Total Contributions$75,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescROYALTIESDesc
Revenue And Expenses Per Books$1,061RevenueAndExpensesPerBooksAmt
Net Investment Income$1,061NetInvestmentIncomeAmt
Adjusted Net Income$1,061AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonFRANCES SCOTT NEALPersonNm

US Address USAddress

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

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