HILLCREST FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HILLCREST FOUNDATION (EIN 75-6007565)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-03-25
- IRS object ID
- 202430859349100758
- Schema version
- 2022v5.0
- 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
- Compensation Explanation
- Investments Other Schedule2
- 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 | 2024-03-25T15:56:30-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756007565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLCREST FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BANK OF AMERICA NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NINA BEHAN BANK OF AMERICA NA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2024-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NINA | PersonFirstNm |
| Person Last | BEHAN BANK OF AMERIC | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | KEVIN WARNEKE | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $158,586,938 | 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 | $3,755,118 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,741,533 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,208,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,598,756 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,208,443 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $499 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $499 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,964,060 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,950,475 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $543,664 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $326,198 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $217,466 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,349 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,349 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,605 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,070 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $313,396 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $228,396 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $85,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $184,999 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79,999 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $495,869 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77,007 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $418,862 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,596,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $731,205 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $760,747 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,233,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,233,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,830,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $731,205 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,994,247 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$866,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,219,270 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,324,284 | CashBOYAmt |
| Cash EOY | $3,860,492 | CashEOYAmt |
| Cash EOYFMV | $3,860,492 | CashEOYFMVAmt |
| Other Investments BOY | $129,525,203 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $128,076,035 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $154,726,446 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $133,849,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,936,527 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $158,586,938 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $133,349,487 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $131,436,527 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $500,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $500,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $133,849,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $131,936,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $133,849,487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $131,936,527 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $133,849,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$866,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $132,983,095 | SubtotalAmt |
| Other Decreases | $1,046,568 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $131,936,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN/LOSS | P | $49,021,683 | $45,390,151 | $3,631,532 | $3,631,532 |
| CAPITAL GAINS DIVIDENDS | P | $333,936 | $333,936 | $333,936 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND ST | P | $31,330 | $31,330 | $31,330 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND 1256 | P | $1,211,807 | $1,211,807 | $1,211,807 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND LT | P | $162 | -$162 | -$162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,208,443 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $114,248 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $114,248 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $114,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $149,028 | 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 | $149,028 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,780 | OverpaymentAmt |
| Applied To ES Tax | $34,780 | 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 | 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 | BANK OF AMERICA NA | IndividualWithBooksNm |
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CORP-TRUSTEE | 1.00 | $543,664 | $0 | $0 |
| WW CARUTH III | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| D HAROLD BYRD III | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| SANDRA ESTESS | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALAN J PERKINS | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CO-TRUSTEE | 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 |
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 | $147,258,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,828,690 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,462,901 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $162,550,499 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $162,550,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,438,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $160,112,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,005,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,005,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $114,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $114,248 | TotalTaxAmt |
| Distributable Before Adj | $7,891,364 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,901,364 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,901,364 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,994,247 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,994,247 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,901,364 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,202,116 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,994,247 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,202,116 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $792,131 | 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 | $7,109,233 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BANK OF AMERICA PHILANTHROPIC SOLUT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MAIN ST 16TH FLOOR | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2142092396 | RecipientPhoneNum |
| Recipient Email Address | TX.PHILANTHROPIC@BOFA.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLY ONLINE AT WWW.BANKOFAMERICA.COM/PHILANTHROPIC/SEARCH-FOR-GRANTS. REQUIRED INFORMATION INCLUDES STATING HISTORY AND GENERAL PURPOSE OF ORGANIZATION WITH A COPY OF INTERNAL REVENUE SERVICE EXEMPTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 28, JULY 31, AND NOVEMBER 30. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE LOCATED IN THE STATE OF TEXAS AND THE PURPOSE OF THE GRANT MUST BE FOR RELIEF OF POVERTY OR FURTHERANCE OF EDUCATION OR HEALTH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A CHRISTIAN FOOD PANTRY | |||||||
| 741 S SHERMAN ST | RICHARDSON | TX | 75081 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| 210 N HALL ST | DALLAS | TX | 75226 | PC | PERGOLA FOR CANCER PATIENTS STAYING AT THE AMERICAN CANCER SOCIETY GENE AND JERRY JONES FAMILY HOPE LODGE IN DALLAS | $50,000 | |
| ASSOCIATION FOR INDEPENDENT LIVING | |||||||
| 2826 STOREY LANE | DALLAS | TX | 752204550 | PC | CAPITAL IMPROVEMENTS TO OUR AFIL DORMITORY AND CAMPUS | $50,000 | |
| AUSTIN COLLEGE | |||||||
| 900 NORTH GRAND AVE STE 6G | SHERMAN | TX | 75090 | PC | MASTER OF MEDICAL SCIENCE - PHYSICIAN ASSISTANT PROGAM - TO BE USED FOR FACILITY RENOVATION COSTS | $375,000 | |
| AUSTIN COLLEGE | |||||||
| 900 NORTH GRAND AVE STE 6G | SHERMAN | TX | 75090 | PC | MASTER OF MEDICAL SCIENCE - PHYSICIAN ASSISTANT PROGAM - TO BE USED FOR FACILITY RENOVATION COSTS | $200,000 | |
| BAYLOR HEALTH CARE SYSTEM FOUNDATION | |||||||
| 301 N WASHINGTON AVE | DALLAS | TX | 752461754 | PC | DRAGER LEOBED INCUWARMER BEDS FOR THE NEONATAL INTENSIVE CARE CENTER AT BAYLOR UNIVERSITY MEDICAL CENTER | $350,000 | |
| BIG BROTHERS BIG SISTERS LONE STAR | |||||||
| 450 E JOHN CARPENTER FWY STE 300 | IRVING | TX | 75062 | PC | NEW HOME FOR DALLAS MENTORING PROGRAM | $50,000 | |
| BOYS & GIRLS CLUBS OF GREATER DALLAS | |||||||
| 4816 WORTH ST | DALLAS | TX | 752461154 | PC | NEW SHUTTLE BUS | $115,000 | |
| BRIDGE BREAST CENTER INC | |||||||
| 4000 JUNIUS STREET | DALLAS | TX | 75246 | PC | BRIDGING BREAST HEALTH ACCESS WITH TECHNOLOGY | $10,000 | |
| BRIGHTER TOMORROWS INC | |||||||
| 928 BLUEBIRD DR | IRVING | TX | 75061 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| BROTHER BILL'S HELPING HAND | |||||||
| 3906 N WESTMORELAND DRIVE | DALLAS | TX | 75212 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| BRYAN'S HOUSE - OPEN ARMS INC | |||||||
| 3610 PIPESTONE | DALLAS | TX | 75212 | PC | CAPITAL PROJECTS AT BRYAN'S HOUSE WEST DALLAS CAMPUS - HVAC AND SECURITY SYSTEM | $75,000 | |
| BUCKNER CHILDREN AND FAMILY SERVICES | |||||||
| 700 N PEARL STREET SUITE 1200 | DALLAS | TX | 75201 | PC | STRENGTHENING AND EXPANDING CHILDREN AND YOUTH PROGRAMMING AT BUCKNER FAMILY HOPE CENTERS IN DALLAS - PURCHASE VAN | $50,000 | |
| CASA DEL LAGO | |||||||
| PO BOX 540324 | DALLAS | TX | 75354 | PC | CASA DEL LAGO - HEART OF BACHMAN CAMPAIGN | $150,000 | |
| CATHOLIC CHARITIES OF DALLAS INC | |||||||
| 1421 W MOCKINGBIRD LANE | DALLAS | TX | 75247 | PC | ST. JUDE CENTER CLIENT CHOICE PANTRY - TO BE USED FOR RENOVATIONS ONLY | $150,000 | |
| CEDAR HILL SHARES | |||||||
| PO BOX 2694 | CEDAR HILL | TX | 75106 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| CHILDREN FIRST INC | |||||||
| PO BOX 532147 | GRAND PRAIRIE | TX | 75053 | PC | CAPITAL PROJECTS FOR OUR COUNSELING CENTER | $100,000 | |
| CHRISTIAN COMMUNITY ACTION | |||||||
| 200 S MILL STREET | LEWISVILLE | TX | 75057 | PC | CAPITAL - HEATER/AIR-CONDITIONER REPLACEMENT | $65,000 | |
| CNM | |||||||
| 6688 N CENTRAL EXPRESSWAY SUITE | DALLAS | TX | 75206 | PC | TECHNOLOGY UPGRADES FOR CNM STAFF | $30,000 | 1025 |
| COMMEMORATIVE AIR FORCE | |||||||
| PO BOX 764769 | DALLAS | TX | 75376 | PC | COMMEMORATIVE AIR FORCE HEADQUARTERS RENOVATION | $100,000 | |
| COMMUNITY DOES IT | |||||||
| 232 RIGGS CIR | MESQUITE | TX | 75149 | PC | CAPITAL SUPPORT FOR THE BUILDING OF THE FAMILY MENTAL HEALTH SERVICES CENTER NAMED, "CUENTA CONMIGO" | $50,000 | |
| COMMUNITY PARTNERS OF DALLAS - CHILD PROTECTIVE SERVICES | |||||||
| 7950 ELMBROOK DR | DALLAS | TX | 75247 | PC | RAINBOW ROOM PROGRAM | $35,000 | |
| COMMUNITY PARTNERS OF DALLAS - CHILD PROTECTIVE SERVICES | |||||||
| 7950 ELMBROOK DR | DALLAS | TX | 75247 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| CROSSROADS COMMUNITY SERVICES | |||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 752362028 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| DALLAS AFTERSCHOOL NETWORK | |||||||
| 3900 WILLOW STREET 110 | DALLAS | TX | 75226 | PC | AFTERSCHOOL PROGRAM QUALITY INITIATIVE (PQI) | $35,000 | |
| DALLAS INTERNATIONAL UNIVERSITY | |||||||
| 7500 WEST CAMP WISDOM ROAD | DALLAS | TX | 75236 | PC | 4THEWORLD - INNOVATION PROJECT | $100,000 | |
| DALLAS MISSION FOR LIFE INC DBA DALLAS LIFE | |||||||
| 1100 CADIZ STREET | DALLAS | TX | 75215 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| DME EXCHANGE OF DALLAS INC | |||||||
| 12015 SHILOH ROAD SUITE 130 | DALLAS | TX | 75228 | PC | MEETING THE DURABLE MEDICAL EQUIPMENT NEED | $10,000 | |
| EMPOWERING THE MASSES | |||||||
| 2922 MARTIN LUTHER KING BLVD SUITE | DALLAS | TX | 75215 | PC | TECHNOLOGY SUPPORT FOR PHLEBOTOMY CERTIFICATION STUDENTS | $25,000 | 131A |
| ESSILOR VISION FOUNDATION | |||||||
| 13515 STEMMONS FWY | DALLAS | TX | 75234 | PC | ROAMING MOBILE CLINIC | $50,000 | |
| EXODUS MINISTRIES INC | |||||||
| 4630 MUNGER AVENUE 110 | DALLAS | TX | 75204 | PC | CAPITAL IMPROVEMENTS FOR TRANDSITIONAL HOUSING FACILITY | $25,000 | |
| FAIR PARK FIRST | |||||||
| 3809 GRAND AVE | DALLAS | TX | 752101007 | PC | FAIR PARK YOUR PLACE PHASE 1 CAPITAL CAMPAIGN - RESTRICTED TO CONSTRUCTION | $250,000 | |
| FAMILY COMPASS | |||||||
| 4210 JUNIUS STREET 2ND FLOOR | DALLAS | TX | 752461429 | PC | TECHNOLOGY UPGRADES FOR PROGRAM SUCCESS | $50,000 | |
| FAMILY PLACE INC | |||||||
| PO BOX 7999 | DALLAS | TX | 752090999 | PC | SAFE CAMPUS BATHROOM RENOVATION | $150,000 | |
| FERGUSON ROAD INITIATIVE | |||||||
| PO BOX 570417 | DALLAS | TX | 75357 | PC | TECHNOLOGY AND OFFICE SUPPORT | $18,500 | |
| FRIENDS OF SKY RANCH INC | |||||||
| 7616 LBJ FREEWAY SUITE 500 | DALLAS | TX | 75251 | PC | OAK HAVEN DINING HALL RENOVATION | $50,000 | |
| FRONTIERS OF FLIGHT MUSEUM INC | |||||||
| 6911 LEMMON AVENUE | DALLAS | TX | 75209 | PC | PORTABLE PLANETARIUM | $55,000 | |
| GASTON CHRISTIAN CENTER | |||||||
| 8515 GREENVILLE AVENUE | DALLAS | TX | 75243 | SO | RENOVATION FOR GROWTH AT GASTON CHRISTIAN CENTER - RELOCATION OF GATEWAY GRACE REFUGEE MINISTRY, REFURBISH SPACE OF LIGHT OF HOPE IMMIGRATION LAW CENTER SATELLITE OFFICE AND RECONFIGURATION OF FELLOWSHIP HALL FOR FULL CIRCLE BAKERY'S COMMERCIAL KITCHEN | $125,000 | |
| HARMONY COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 6969 PASTOR BAILEY DR SUITE 110 | DALLAS | TX | 75376 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| HELPING HANDS OF ENNIS | |||||||
| PO BOX 472 | ENNIS | TX | 75120 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| HOPE SUPPLY CO | |||||||
| 10480 SHADY TRL STE 104 | DALLAS | TX | 752202533 | PC | CRITICAL NEEDS PROGRAM FOR HOMELESS INFANTS AND TODDLERS | $35,000 | |
| IN THE CITY FOR GOOD INC | |||||||
| 10455 N CENTRAL EXPRESSWAY 109-14 | DALLAS | TX | 75231 | PC | COMMUNITY DISTRIBUTION OF PERSONAL HYGIENE PRODUCTS | $20,000 | |
| INCARNATION HOUSE | |||||||
| 4061 N CENTRAL EXPRESSWAY | DALLAS | TX | 75204 | PC | INCARNATION HOUSE STUDENT TRANSPORT (VAN) | $50,000 | |
| IRVING HEALTHCARE FOUNDATION | |||||||
| 1901 N MACARTHUR BLVD | IRVING | TX | 75061 | PC | EXPANDING SURGICAL CAPACITY AT BAYLOR SCOTT & WHITE MEDICAL CENTER - IRVING | $250,000 | |
| JEWISH FAMILY SERVICE OF DALLAS INCORPORATED | |||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| JUBILEE PARK AND COMMUNITY CENTER CORPORATION | |||||||
| 917 BANK ST | DALLAS | TX | 752232819 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| JULIETTE FOWLER COMMUNITIES | |||||||
| 1234 ABRAMS ROAD | DALLAS | TX | 75214 | PC | NUTRITION AND WELLNESS PROGRAM EXPANSION VIA KITCHEN RE-BUILD | $75,000 | |
| JUNIOR PLAYERS GUILD | |||||||
| 12225 GREENVILLE AVE | DALLAS | TX | 75243 | PC | JUNIOR PLAYERS REQUEST FOR TECHNOLOGICAL SUPPORT - NEW SERVER AND NEW PROGRAM SCHEDULING SOFTWARE ONLY | $15,000 | |
| LAMPLIGHTER SCHOOL | |||||||
| 11611 INWOOD ROAD | DALLAS | TX | 75229 | PC | BRIGHT FUTURE: CAMPAIGN FOR CAMPUS, CURRICULUM, AND COMMUNITY | $75,000 | |
| LUMIN EDUCATION | |||||||
| 924 WAYNE STREET | DALLAS | TX | 75233 | PC | FACILITY UPDATES AND REPAIRS AT LINDSLEY PARK COMMUNITY SCHOOL | $100,000 | |
| MEALS ON WHEELS AND SENIOR SERVICES | |||||||
| PO BOX 910 | ROCKWALL | TX | 75087 | PC | WELCOME TO THE TABLE | $50,000 | |
| METROCREST SERVICES INC | |||||||
| 13801 HUTTON DR 150 | FARMERS BRANCH | TX | 75234 | PC | BUILDING OUR FUTURE CAPITAL CAMPAIGN - TO BE USED FOR CAPITAL CONSTRUCTION ONLY | $150,000 | |
| MINNIES FOOD PANTRY INC | |||||||
| 671 18TH STREET | PLANO | TX | 75074 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| MISSION OAK CLIFF - CLIFF TEMPLE BAPTIST CHURCH | |||||||
| 125 SUNSET AVENUE | DALLAS | TX | 75208 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $30,000 | |
| MY POSSIBILITIES | |||||||
| 3601 MAPLESHADE LANE | PLANO | TX | 75075 | PC | CAMPUS TECHNOLOGY INTEGRATION AND IMPROVEMENTS - TO BE USED FOR EQUIPMENT ONLY | $150,000 | |
| NETWORK OF COMMUNITY MINISTRIES INC | |||||||
| 1500 INTERNATIONAL PARKWAY SUITE | RICHARDSON | TX | 75081 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | 300 |
| NEXUS RECOVERY CENTER INCORPORATED | |||||||
| 8733 LA PRADA DRIVE | DALLAS | TX | 75228 | PC | NEW PASSENGER VAN FOR CLIENTS | $40,000 | |
| NONPAREIL INSTITUTE | |||||||
| 5085 W PARK BLVD SUITE 700 | PLANO | TX | 75093 | PC | BUILDING BETTER FUTURES FOR ADULTS WITH AUTISM | $25,000 | |
| NORTH DALLAS SHARED MINISTRIES INC | |||||||
| 2875 MERRELL ROAD | DALLAS | TX | 75229 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | PC | NOURISH NORTH TEXAS - FOOD PURCHASE | $300,000 | |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | PC | PRIORITY INITIATIVES AS DEFINED BY NTFB LEADERSHIP | $300,000 | |
| OUR CALLING INC | |||||||
| PO BOX 140428 | DALLAS | TX | 752140428 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| OUR CALLING INC | |||||||
| PO BOX 140428 | DALLAS | TX | 752140428 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $25,000 | |
| OUR DAILY BREAD | |||||||
| 909 NORTH LOOP 288 | DENTON | TX | 76209 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| PLEASANT GROVE FOOD PANTRY INC | |||||||
| PO BOX 171221 | DALLAS | TX | 752171154 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| POETIC | |||||||
| PO BOX 132633 | DALLAS | TX | 75313 | PC | POETIC CAPITAL | $15,000 | |
| PRISON ENTREPRENEURSHIP PROGRAM | |||||||
| 10830 N CENTRAL EXPY STE 240 | DALLAS | TX | 75231 | PC | REPAIRS TO TRANSITIONAL HOMES AND PURCHASE OF FLEET VEHICLE | $80,000 | |
| RECOVERY RESOURCE COUNCIL | |||||||
| 2700 AIRPORT FWY | FORT WORTH | TX | 76111 | PC | CAPITAL EFFORTS FOR A NEW TRAUMA-INFORMED DESIGNED EAST CAMPUS FACILITY | $50,000 | |
| SAINT PAUL CATHOLIC CLASSICAL SCHOOL | |||||||
| 720 S FLOYD RD | RICHARDSON | TX | 75080 | PC | TECHNOLOGY UPGRADE | $50,000 | |
| SEARCH ONE RESCUE TEAM | |||||||
| 122 SUNSET CIRCLE | SHADY SHORES | TX | 76208 | PC | SEARCH ONE RESCUE: LOCATING LOST AND MISSING PERSONS | $25,000 | |
| SHAKESPEARE DALLAS | |||||||
| 1250 MAJESTY DR | DALLAS | TX | 75247 | PC | SHAKESPEARE ON THE GO! CAPITAL SUPPORT | $55,000 | |
| SHARING LIFE COMMUNITY OUTREACH | |||||||
| 3544 E EMPORIUM CIRCLE | MESQUITE | TX | 75150 | PC | SHARING COMPASSION, TRANSFORMING LIVES | $250,000 | |
| SHARING LIFE COMMUNITY OUTREACH | |||||||
| 3544 E EMPORIUM CIRCLE | MESQUITE | TX | 75150 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| SOMERVELL COUNTY HOSPITAL DISTRICT | |||||||
| 1021 HOLDEN ST | GLEN ROSE | TX | 76043 | PC | PREPARING FOR ICU CAPACITY | $200,000 | |
| SOUPMOBILE INC | |||||||
| 2423 S GOOD LATIMER | DALLAS | TX | 75215 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 3140 DYER ST MS261 | DALLAS | TX | 752051977 | PC | CONSTRUCTION OF THE FORD RESEARCH AND INNOVATION BUILDING | $100,000 | |
| ST CECILIA CATHOLIC SCHOOL | |||||||
| 635 MARY CLIFF ROAD | DALLAS | TX | 75208 | PC | CRITICAL ELECTRICL UPGRADES | $50,000 | |
| ST MARK'S SCHOOL OF TEXAS | |||||||
| 10600 PRESTON ROAD | DALLAS | TX | 75230 | PC | THE ATHLETIC CENTER PROJECT | $250,000 | |
| ST PATRICK CATHOLIC SCHOOL | |||||||
| 9635 FERNDALE ROAD | DALLAS | TX | 75238 | PC | ST. PATRICK SCHOOL AUDITORIUM | $50,000 | |
| T R HOOVER COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 5106 BEXAR ST | DALLAS | TX | 75215 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| TEAMCONNOR CHILDHOOD CANCER FOUNDATION | |||||||
| 5420 LBJ FREEWAY SUITE 1300 | DALLAS | TX | 752406299 | PC | KIDZBINZ ACTIVITY BOX PROGRAM | $15,000 | |
| TEXAS RAMP PROJECT | |||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | PC | NORTH TEXAS RAMP PROJECT | $35,000 | |
| THE KING'S ACADEMY DALLAS | |||||||
| 1819 MARTIN LUTHER KING JR BLVD | DALLAS | TX | 75215 | PC | TEN CLASSROOM EXPANSION FOR THE KING'S ACADEMY | $125,000 | |
| THE SALVATION ARMY NORTH TEXAS AREA COMMAND | |||||||
| PO BOX 36006 | DALLAS | TX | 75235 | PC | CHILDCARE CENTER AT THE SALVATION ARMY'S NEW DALLAS SOCIAL SERVICE CENTER | $500,000 | |
| THE STEWPOT OF FIRST PRESBYTERIAN CHURCH | |||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| THE UNIVERSITY OF TEXAS FOUNDATION INC FBO UNIVERSITY OF TEXAS AT DALLAS | |||||||
| 9011 MOUNTAIN RIDGE DR STE 150 | AUSTIN | TX | 787597396 | PC | EDITH AND PETER O'DONNELL JR. ATHENAEUM | $250,000 | |
| THE WARREN CENTER INC | |||||||
| 320 CUSTER ROAD | RICHARDSON | TX | 75080 | PC | MOVE FROM CARROLLTON LOCATION OT IRVING LOCATION | $50,000 | |
| TRINITY RESTORATION MINISTRIES | |||||||
| 2728 HOLMES ST | DALLAS | TX | 75215 | PC | FACILITIES - ROOF, FIRE PROTECTION SYSTEM | $10,000 | |
| U&I SPREAD THE LIGHT (FORMERLY ACHIEVE) | |||||||
| 8800 AMBASSADOR ROW | DALLAS | TX | 75247 | PC | CAPITAL IMPROVEMENT | $40,000 | |
| UNITED WAY OF METROPOLITAN DALLAS INC | |||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | PC | ONCE UPON A MONTH / EXPANDING ACCESS TO BOOKS FOR YOUNG CHILDREN | $25,000 | |
| UPTOWN PLAYERS | |||||||
| 1327 MOTOR CIR | DALLAS | TX | 75207 | PC | PURCHASE OF NEW OFFICE/SUPPORT FACILITY AT 1327 MOTOR CIRCLE AND THE NEED TO PURCHASE COMPUTER EQUIPMENT, PRINTERS, OFFICE FURNITURE FOR THE NEW FACILITY TO SUPPORT UPTOWN PLAYERS WORK. | $10,000 | |
| UT SOUTHWESTERN MEDICAL CENTER | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 753909009 | PC | UT SOUTHWESTERN AND UT DALLAS JOINT BIOMEDICAL ENGINEERING AND SCIENCES BUILDING | $250,000 | |
| WESLEY-RANKIN COMMUNITY CENTER | |||||||
| 3100 CROSSMAN AVENUE | DALLAS | TX | 75212 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| WHITE ROCK CENTER OF HOPE | |||||||
| PO BOX 180358 | DALLAS | TX | 75218 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| WILKINSON CENTER | |||||||
| PO BOX 720248 | DALLAS | TX | 75372 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $20,000 | |
| WINGS | |||||||
| 4201 SPRING VALLEY RD SUITE 1400 | DALLAS | TX | 75244 | PC | TECHNOLOGY UPGRADES FOR PROGRAM EXPANSION, CLIENT/STAFF ENHANCEMENTS | $100,000 | |
| YMCA OF METROPOLITAN DALLAS | |||||||
| 146 TOWN CENTER BLVD | COPPELL | TX | 750192127 | PC | YMCA OF METROPOLITAN DALLAS SOUTHERN DALLAS INITIATIVE | $500,000 | |
| YOUTH WITH FACES | |||||||
| 6333 E MOCKINGBIRD LANE STE 147-872 | DALLAS | TX | 75214 | PC | TOOLS TO DELIVER CULINARY ARTS INSTRUCTION TO JUSTICE-IMPACTED YOUTH | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,233,500 | 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 | $3,755,118 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $499 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,208,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,964,060 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,964,060 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LANE GORMAN TRUBITT LLC | $31,000 | $18,600 | $12,400 |
| TAX REVIEW FEE - BOA | $1,675 | $1,005 | $670 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA AS CORPORATE TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINSTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME SECURITIES | AT COST | $25,228,187 | $23,552,192 |
| EQUITY SECURITIES | AT COST | $73,965,450 | $100,741,698 |
| ALTERNATIVE INVESTMENTS | AT COST | $28,882,398 | $30,432,556 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOLLAND & KNIGHT LLP | CategoryTxt |
| Legal Fees | $26,349 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,349 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP TO TAX DIFFERENCES | Desc |
| Amt | $1,046,568 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTMAKING EXPENSE | $407,597 | $0 | $407,597 |
| PARTNERSHIP EXPENSES | $59,530 | $59,530 | $0 |
| INSURANCE | $28,162 | $16,897 | $11,265 |
| OTHER INVESTMENT FEE | $580 | $580 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $499 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $499 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $499 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT CONSULTING - KAREN SHUFORD | $85,000 | $0 | $85,000 |
| INVESTMENT ADVISORY FEES | $228,396 | $228,396 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ESTIMATES | $105,000 | $0 | $0 |
| FOREIGN TAXES | $79,999 | $79,999 | $0 |
| EXCISE TAX - PRIOR YEAR | $0 | $0 | $0 |
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