NEAL FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: NEAL FAMILY FOUNDATION (EIN 27-3205523)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-07
IRS object ID: 201333119349100608
Schema version: 2012v2.1
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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-07T11:08:55-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GREG W SCOTT CPA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1908 JUSTIN LN STE 100	AddressLine1
City	AUSTIN	City
State	TX	State
ZIP Code	78757	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	273205523	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	NEAL FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	NEAL	NameControl
Phone	5125162468	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4501 RIDGE OAK	AddressLine1
City	AUSTIN	City
State	TX	State
ZIP Code	78731	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN SCOTT NEAL	Name
Title	PRESIDENT	Title
Date Signed	2013-10-30	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	GREG W SCOTT	Name
PTIN	P00355074	PTIN
Phone	5124582722	Phone
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	27553	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Total Revenue And Expenses	0	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	595	AccountingFeesRevAndExpnss
Other Expenses Rev And Expnss	850	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	1445	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	9995	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	9995	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	11440	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	9995	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-11440	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	38973	CashBOY
Cash EOY	27553	CashEOY
Cash EOYFMV	27553	CashEOYFMV
Total Assets BOY	38973	TotalAssetsBOY
Total Assets EOY	27553	TotalAssetsEOY
Total Assets EOYFMV	27553	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	35000	CapitalStockBOY
Capital Stock EOY	35000	CapitalStockEOY
Retained Earnings BOY	3973	RetainedEarningsBOY
Retained Earnings EOY	-7447	RetainedEarningsEOY
Total Net Assets BOY	38973	TotalNetAssetsBOY
Total Net Assets EOY	27553	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	38973	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	27553	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	38973	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-11440	ExcessOfRevenueOverExpenses
Subtotal	27533	Subtotal
Total Net Assets Fund Balances EOY	27533	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	0	InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
Form990 PF Filed With AG	true	Form990PFFiledWithAG
New Substantial Contributors	false	NewSubstantialContributors
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN SCOTT NEAL	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	5125162468	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	4501 RIDGE OAK DR	AddressLine1
City	AUSTIN	City
State	TX	State
ZIP Code	78731	ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Grants To Individuals	true	GrantsToIndividuals

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
John Scott Neal
4501 Ridge Oak Dr	AUSTIN	TX	78731	president	5	0
Frances R S Neal
4501 Ridge Oak Dr	AUSTIN	TX	78731	director	0	0
Caroline E R Neal
4501 Ridge Oak Dr	AUSTIN	TX	78731	director	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION HAS PROVIDED EDUCATIONAL SCHOLARSHIP TO ONE	Description1
Expenses1	9995	Expenses1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	27533	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	27533	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	27533	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	413	CashDeemedCharitable
Net Noncharitable Assets	27120	NetNoncharitableAssets
Minimum Investment Return	1356	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	1356	MinimumInvestmentReturn
Distributable Amount Before Adj	1356	DistributableAmountBeforeAdj
Distributable Amount Before Ded	1356	DistributableAmountBeforeDed
Distributable Amount As Adjusted	1356	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	9995	ExpensesAndContributions
Qualifying Distributions	9995	QualifyingDistributions
Adj Qualifying Distributions	9995	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	1356	DistributableAmountAsAdjusted
Qualifying Distributions	9995	QualifyingDistributions
Applied To Current Year	1356	AppliedToCurrentYear
Remaining Distri From Corpus	8639	RemainingDistriFromCorpus
Total Corpus	8639	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	8639	ExcessDistriCyovToNextYear
Excess From Current Year	8639	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	John Scott Neal	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	4501 Ridge Oak	AddressLine1
City	AUSTIN	City
State	TX	State
ZIP Code	78731	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	5125162468	RecipientPhoneNumber
Form And Info And Materials	LETTER STATING THE INDIVIDUAL NEEDS AND ACADEMIC RECORDS	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	TEXAS STUDENTS BASED ON NEED AND ACADEMIC PERFORMANCE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Field	Value	IRS element (for citing)
Recipient Person Name	MIGUEL REYNOSO	RecipientPersonName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	12102 MILL HOLLOW CV	AddressLine1
City	AUSTIN	City
State	TX	State
ZIP Code	78750	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationship
Purpose Of Grant Or Contribution	EDUCATION	PurposeOfGrantOrContribution
Amount	$9,995	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	9995	TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Field	Value	IRS element (for citing)
Recipient Person Name	MIGUEL REYNOSO	RecipientPersonName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	12102 MILL HOLLOW CV	AddressLine1
City	AUSTIN	City
State	TX	State
ZIP Code	78750	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationship
Purpose Of Grant Or Contribution	EDUCATION	PurposeOfGrantOrContribution
Amount	$15,005	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	15005	TotGrantOrContriApprovedFuture

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