LIND FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LIND FAMILY CHARITABLE FOUNDATION (EIN 74-3024971)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-04-02
- IRS object ID
- 202600929349100705
- Schema version
- 2024v5.5
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-02T08:02:52-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W 6TH STREET STE 1900 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 743024971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LIND FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 5123275250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LAS BRISAS | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA LIND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5123275250 | PhoneNum |
| Signature | 2026-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BREE-ANN WEIDNER | PreparerPersonNm |
| PTIN | P01319397 | PTIN |
| Phone | 5124796000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,368,190 | 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 | $94,926 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,150 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,150 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $454,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,641 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $174,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,816 | 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 |
| Legal Fees Rev And Expnss | $1,343 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,343 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,521 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $352 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,169 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,925 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,925 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $901 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,277 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,413 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,151 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,277 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,539 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,040 | CashBOYAmt |
| Cash EOY | $54,522 | CashEOYAmt |
| Cash EOYFMV | $54,522 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,554 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $120,591 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $121,652 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $542,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $474,073 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,053,182 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $136,983 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $141,659 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $138,834 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,940 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,940 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $706,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $790,845 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,368,190 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $706,548 | RetainedEarningBOYAmt |
| Retained Earning EOY | $790,845 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $706,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $790,845 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $706,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $790,845 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $706,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $816,139 | SubtotalAmt |
| Other Decreases | $25,294 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $790,845 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY-TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $454,164 | GrossSalesPriceAmt |
| Cost Or Other Basis | $391,523 | CostOrOtherBasisAmt |
| Gain Or Loss | $62,641 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $62,641 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,641 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $194 | 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 | CINDY LIND | IndividualWithBooksNm |
| Phone | 5123275250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LAS BRISAS | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787465328 | 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 | Yes (1) | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA LIND | ||||||||
| 2 LAS BRISAS | AUSTIN | TX | 78746 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CLIFTON LIND | ||||||||
| 2 LAS BRISAS | AUSTIN | TX | 78746 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFERSON LIND | ||||||||
| 10508 DOUBLE SPUR LOOP | AUSTIN | TX | 78759 | SECRETARY-TREASURER | 1.00 | $0 | $0 | $0 |
| ASHLEIGH ROSS-LIND | ||||||||
| 10508 DOUBLE SPUR LOOP | AUSTIN | TX | 78759 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES MCNAMARA | ||||||||
| 309 OLDENWOOD COURT | COLLEYVILLE | TX | 76034 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHANNON MCNAMARA | ||||||||
| 309 OLDENWOOD COURT | COLLEYVILLE | TX | 76034 | DIRECTOR (UNTIL 12/24) | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,212,717 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,249,305 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,249,305 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,230,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $994 | TotalTaxAmt |
| Distributable Before Adj | $60,534 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,534 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,534 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,663 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $56,663 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,534 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,789 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,663 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,789 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,874 | 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 | $54,660 | 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| HOSPICE AUSTIN | ||||||||
| 4107 SPICEWOOD SPRINGS ROAD SUITE | 100 | AUSTIN | TX | 78759 | N/A | PC | HOSPICE ACCESS FOR ALL | $10,000 |
| IMPACT ARTS | ||||||||
| 6700 LEXINGTON ROAD | AUSTIN | TX | 78757 | N/A | PC | SUMMER MUSICAL SUPPORT | $6,250 | |
| SAFE ALLIANCES | ||||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | N/A | PC | SAFE FUTURES PROGRAM | $3,000 | |
| SWAN SONGS | ||||||||
| PO BOX 41475 | AUSTIN | TX | 78704 | N/A | PC | OPERATIONAL SUPPORT | $10,000 | |
| THE RISE SCHOOL OF AUSTIN | ||||||||
| 4800 MANOR RD BLDG J | AUSTIN | TX | 78723 | N/A | PC | SUPPORT CAMPUS SAFETY AND EMERGENCY PROCEDURES | $10,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN CO NEIGHBORHOOD LONGHORNS PROGRAM | ||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | GOV | SCHOLARSHIP PROGRAM | $10,000 | |
| THERAPY PET PALS OF TEXAS | ||||||||
| 3930 BEE CAVES ROAD SUITE C | AUSTIN | TX | 78746 | N/A | PC | PET VISITATION PROGRAM | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,150 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,641 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,816 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,816 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SHANNON AND TERRY MCDANIEL | |||||||
| 1 | 3 LAS BRISAS DRIVE | AUSTIN | TX | 78746 | $5,000 | Yes (X) | |
| JOE AND REVA ENZMINGER | |||||||
| 2 | 3109 MAYWOOD AVENUE | AUSTIN | TX | 78703 | $5,000 | Yes (X) | |
| SUSAN MARIE MANN | |||||||
| 3 | 835 WYOMING STREET SUITE 203-B | MISSOULA | MT | 59801 | $8,000 | Yes (X) | |
| JEFF AND ASHELIGH LIND | |||||||
| 4 | 10508 SILVER SPUR LOOP | AUSTIN | TX | 78727 | $51,576 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 4 | 60 SHS APPLE INC | $15,139 | 2025-09-24 |
| 4 | 36 SHRS MICROSOFT CORP | $17,855 | 2025-09-24 |
| 4 | 105 NVIDIA CORP | $18,582 | 2025-09-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX COMPLIANCE | CategoryTxt |
| Amt | $3,521 | Amt |
| Net Investment Income | $352 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,169 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LKCM FIXED INCOME | BondNm |
| EOY Book Value | $141,659 | EOYBookValueAmt |
| EOYFMV | $138,834 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $5,873 | $6,058 |
| ABBVIE INC | $3,798 | $22,998 |
| ADOBE INC | $753 | $3,201 |
| AECOM | $7,314 | $10,520 |
| AGILENT TECHNOLOGIES | $8,379 | $25,481 |
| AGNICO EAGLE MINES LTD | $5,269 | $13,780 |
| ALPHABET INC | $12,458 | $70,426 |
| AMAZON.COM INC | $14,688 | $45,011 |
| AMETEK INC | $6,171 | $13,852 |
| APPLE INC | $14,427 | $87,001 |
| BANK OF AMERICA CORP | $6,296 | $6,653 |
| BLACKSTONE INC | $8,266 | $6,882 |
| BLUE OWL CAP INC | $9,410 | $8,100 |
| BOOKING HOLDINGS INC | $8,096 | $19,659 |
| BROADCOM INC | $10,124 | $22,566 |
| CAPITAL ONE FINL CORP | $4,763 | $5,039 |
| CHENIERE ENERGY INC | $15,659 | $20,221 |
| CHEVRON CORP | $6,947 | $19,042 |
| CORPAY INC | $5,186 | $5,916 |
| DANAHER CORP | $14,135 | $11,793 |
| DISNEY WALT CO | $11,958 | $12,014 |
| DUKE ENERGY CORP NEW | $3,908 | $4,710 |
| ELEMENT SOLUTIONS INC | $9,317 | $10,757 |
| EMERSON ELEC INC | $7,355 | $8,803 |
| ESAB CORP | $5,016 | $11,897 |
| FORTINET INC | $8,133 | $8,600 |
| GENERRAC HLDGS INC | $12,251 | $10,917 |
| GENERAL DYNAMICS CORP | $4,718 | $5,124 |
| GOLDMAN SACHS GROUP | $7,729 | $18,999 |
| HOME DEPOT INC | $5,630 | $6,425 |
| IBM CORP | $8,521 | $20,366 |
| ITT INC | $4,801 | $13,812 |
| JACOBS SOLUTIONS INC | $4,593 | $449 |
| JPMORGAN CHASE & CO | $690 | $4,696 |
| KIRBY CORP | $2,584 | $4,768 |
| LAM RESH CORP | $6,307 | $10,296 |
| LINDE PLC | $6,797 | $9,027 |
| MATERION CORP | $7,535 | $7,698 |
| MEDTRONIC PLC | $4,136 | $4,213 |
| MERCK & CO INC | $10,993 | $13,104 |
| META PLATFORMS INC | $8,073 | $11,015 |
| MICROSOFT CORP | $22,442 | $90,038 |
| MORGAN STANLEY | $10,397 | $17,136 |
| MSCI INC | $2,392 | $14,093 |
| NETFLIX INC | $13,405 | $21,516 |
| NEWMONT CORP | $9,295 | $22,047 |
| NVIDIA CORP | $8,420 | $99,651 |
| ORACLE CORP | $7,391 | $14,137 |
| PFIZER INC | $7,149 | $6,126 |
| REPUBLIC SERVICES | $3,325 | $30,171 |
| REVVITY INC | $5,591 | $9,710 |
| RTX CORP | $8,169 | $15,567 |
| SALESFORCE INC | $4,299 | $5,533 |
| SEI INVTS CO | $7,514 | $7,197 |
| SPS COMM INC | $2,696 | $3,916 |
| TELEDYNE TECHNOLOGIES IN | $10,466 | $11,988 |
| THE COCA-COLA CO | $1,939 | $6,361 |
| THERMO FISHER SCNTFC | $1,116 | $19,497 |
| TRANSDIGM GROUP | $19,569 | $19,042 |
| TRIMBLE INC | $12,115 | $12,620 |
| UNITEDHEALTH GROUP INC | $7,326 | $4,947 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $120,591 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $121,652 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,343 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,343 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN FOR CONTRIBUTED SHARES | Desc |
| Amt | $25,294 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PO BOX EXPENSE | $420 | $0 | $420 |
| OFFICE SUPPLIES | $480 | $0 | $481 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,925 | Amt |
| Net Investment Income | $7,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $212 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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