DEANGELIS FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DEANGELIS FAMILY FOUNDATION (EIN 74-2955715)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201903179349102805
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T16:34:44-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH MAIN STREET SUITE 1200 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742955715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEANGELIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KENNETH DEANGELIS | InCareOfNm |
| Business Name Control | DEAN | BusinessNameControlTxt |
| Phone | 5124851900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2403 PEMBERTON PLACE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH DEANGELIS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2102289696 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Trish Dillinger SNR MNGR | PreparerPersonNm |
| PTIN | P01242479 | PTIN |
| Phone | 3302555243 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 164.57.159.253 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 74089220193175000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B44765DA8EA63FAF53B7F9A992EE9A0456A707D5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4649FBF9538438D828890CF76278F3989A1FB147 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,350,750 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $44,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $789,974 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,766,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $789,974 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,449 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$8,330 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $861,280 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $826,501 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,259 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,259 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,997 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $997 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $245 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $14,751 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $303,230 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $303,230 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $317,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,355 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $543,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $817,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,301 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $537,875 | CorporateStockBOYAmt |
| Corporate Stock EOY | $503,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $503,538 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $94,122 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $658,488 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $799,911 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $665,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,209,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,350,750 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $665,727 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,209,026 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $665,727 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,209,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $665,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,209,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $665,727 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $543,299 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,209,026 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,209,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ST COVERED SALES THRU ML 02990 | P | $15,429 | $14,599 | $830 | $830 |
| LT COVERED SALES THRU ML 02990 | P | $73,129 | $70,152 | $2,977 | $2,977 |
| ST COVERED SALES THRU FIDELITY 064998 | P | $361,562 | $359,618 | $1,959 | $1,944 |
| LT COVERED SALES THRU FIDELITY 064998 | P | $46,909 | $41,991 | $4,918 | $4,918 |
| LT CAPITAL GAIN DISTRUBTIONS - FIDELITY | P | $1,692 | $0 | $1,692 | $1,692 |
| ST COVERED SALES THRU FIDELITY 65005 | P | $185,815 | $189,329 | -$3,514 | -$3,514 |
| LT SALES THRU STIFEL 70836 | P | $898,927 | $194,775 | $704,152 | $704,152 |
| LT COVERED SALES THRU FIDELITY 65005 | P | $102,426 | $75,152 | $27,274 | $27,274 |
| LT CAPITAL GAIN FROM SALIENT MLP FUND LP | P | $80,606 | $0 | $80,606 | $80,606 |
| ST CAPITAL GAIN FROM SALIENT MLP FUND LP | P | $0 | $30,920 | -$30,920 | -$30,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $789,974 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,499,535 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034011 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,084 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $920,113 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037043 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $135,798 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,013,334 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134011 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $134,683 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $812,471 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.16577 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,220 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $408,073 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027495 | DistributionYr5Rt |
| Total Distribution | 0.39833 | TotalDistributionRt |
| Average Distribution | 0.079666 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,332,388 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $106,146 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,171 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $114,317 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $305,355 | 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 | $8,171 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,171 | SubtotalAmt |
| Tax Based On Investment Income | $8,171 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,171 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,171 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,000 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH DEANGELIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124851900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2403 PEMBERTON PLACE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH DEANGELIS | ||||||||
| 2403 PEMBERTON PLACE | AUSTIN | TX | 78703 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JESSICA DEANGELIS CUTRER | ||||||||
| 2403 PEMBERTON PLACE | AUSTIN | TX | 78703 | VICE-PRESIDENT/SECRETARY | 1.0 | $0 | $0 | $0 |
| ROSS DEANGELIS | ||||||||
| 2403 PEMBERTON PLACE | AUSTIN | TX | 78703 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JEFFREY C GARVEY | ||||||||
| 2403 PEMBERTON PLACE | AUSTIN | TX | 78703 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,233,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,352,678 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,352,678 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,290 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,332,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,171 | TotalTaxAmt |
| Distributable Before Adj | $58,448 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $58,448 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $58,448 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,355 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $305,355 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,171 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $297,184 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $88,212 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,131 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $173,343 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,355 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $58,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $246,907 | RemainingDistriFromCorpusAmt |
| Total Corpus | $420,250 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $420,250 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,212 | ExcessFromYear4Amt |
| Excess From Year3 | $85,131 | ExcessFromYear3Amt |
| Excess From Current Year | $246,907 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH DEANGELIS 300 WEST SIXTH | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | kenneth DEANGELIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2403 PEMBERTON PLACE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124851900 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIED FORMS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIED DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO SPECIFIED RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST EDWARDS UNIVERSITY | |||||||
| 3001 S CONGRESS AVENUE | AUSTIN | TX | 787046489 | NONE | PC | CHARITABLE | $25,000 |
| LS Classic Foundation | |||||||
| PO BOX 41507 | Austin | TX | 78704 | NONE | PC | CHARITABLE | $4,335 |
| Craig Foundation | |||||||
| 3425 S Clarkson Street | Englewood | CO | 80113 | None | PC | CHARITABLE | $20,000 |
| UNIVERISTY OF TEXAS | |||||||
| PO BOX 7458 | Austin | TX | 787137458 | NONE | PC | CHARITABLE | $50,000 |
| KIPP AUSTIN PUBLIC SCHOOLS | |||||||
| 8509 FM 969 Building 513 | Austin | TX | 78724 | NONE | PC | CHARITABLE | $3,325 |
| Mobile Loaves & Fishes | |||||||
| 9301 Hog Eye Road Suite 950 | Austin | TX | 78724 | NONE | PC | CHARITABLE | $100,000 |
| The Refuge | |||||||
| PO Box 90804 | Austin | TX | 787090804 | NONE | PC | CHARITABLE | $100,000 |
| ST MICHAEL CATHOLIC SCHOOL | |||||||
| 1833 Sage Road | HOUSTON | TX | 77506 | NONE | PC | CHARITABLE | $500 |
| MEALS ON WHEELS | |||||||
| 3227 E 5th St | Austin | TX | 78702 | NONE | PC | CHARITABLE | $70 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $303,230 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,857 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $789,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $34,779 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,330 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $34,779 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $826,501 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $861,280 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES - ERNST & YOUNG | CategoryTxt |
| Amt | $4,250 | Amt |
| Net Investment Income | $2,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,125 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS & ETF'S- FIDELITY | $271,475 | $246,655 |
| COMMON STOCKS - MERRILL LYNCH | $231,762 | $256,883 |
| UPLAND COMMON STOCK | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SALIENT MLP FUND - FIDELITY | $179,109 | $320,532 |
| FCI SCRATCH, LLC | $479,379 | $479,379 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP EXPENSES | Desc |
| Revenue And Expenses Per Books | $245 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $26,322 | -$8,330 |
| NON-DIVIDEND DISTRIBUTION | $127 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $6,259 | Amt |
| Net Investment Income | $6,259 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $997 | $997 |
| FEDERAL TAXES | $3,000 |