M R AND EVELYN HUDSON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- M R AND EVELYN HUDSON FOUNDATION (EIN 48-1107753)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-21
- IRS object ID
- 202412349349100326
- Schema version
- 2023v5.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-21T12:57:09-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evelyn H Moses CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3602 Bryn Mawr Dr | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481107753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M R and Evelyn Hudson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MRAN | BusinessNameControlTxt |
| Phone | 8174314800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2110 | AddressLine1Txt |
| City | Keller | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76244 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M K Larson | PersonNm |
| Person Title | Pres./Director | PersonTitleTxt |
| Signature | 2024-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evelyn H Moses | PreparerPersonNm |
| PTIN | P01400635 | PTIN |
| Phone | 2143612323 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $112,325,835 | 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 |
| Interest On Sav Rev And Expnss | $95,295 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95,295 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,443,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,443,650 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,050,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,050,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $999,697 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,162,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,643,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,162,656 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $562 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $562 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,752,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,752,163 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $484,090 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,263 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $453,827 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $177,845 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $177,845 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $267,572 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,452 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $256,120 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,788 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,787 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $207,736 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $179,271 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,466 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $145,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $64,793 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $30,302 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $53,709 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $164 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $23,126 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,156 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,970 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $44,932 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,508 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $43,368 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $195,618 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80,145 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $115,178 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,605,298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $371,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,129,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,900,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,900,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,505,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $371,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,029,863 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,753,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,380,623 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,235 | CashBOYAmt |
| Cash EOY | $1,312 | CashEOYAmt |
| Cash EOYFMV | $1,312 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,920,366 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,952,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,952,692 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $41,405 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $746,472 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $755,083 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,376,013 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,521,140 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,188,999 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,351,082 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,729,071 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,621,480 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $24,940,997 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $739 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $24,940,423 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $24,940,258 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $43,583,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $29,965,637 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,000,120 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,321,963 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,287,502 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,386,196 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $923,408 | LandBOYAmt |
| Land EOY | $901,306 | LandEOYAmt |
| Land EOYFMV | $901,306 | LandEOYFMVAmt |
| Total Assets BOY | $79,545,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,792,371 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $112,325,835 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $234 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $171 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $234 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $171 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $79,545,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $77,792,200 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,545,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,792,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,545,569 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,792,371 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,545,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,753,135 | ExcessRevenueOverExpensesAmt |
| Subtotal | $77,792,200 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $77,792,200 | 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 |
| Acquired | 2001-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $15,643,461 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,480,805 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,162,656 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,162,656 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,162,656 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,891 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $60,891 | SubtotalAmt |
| Tax Based On Investment Income | $60,891 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $79,989 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $79,989 | TotalPaymentsAndCreditsAmt |
| Overpayment | $19,098 | OverpaymentAmt |
| Applied To ES Tax | $19,098 | AppliedToESTaxAmt |
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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| 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 | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.thehudsonfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer Gillam | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8174314800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2110 | AddressLine1Txt |
| City | Keller | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76244 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| M K Larson | |||||||
| P O Box 2110 | Keller | TX | 76244 | Pres./Director | 40.00 | $247,000 | $77,611 |
| Jesse Larson | |||||||
| P O Box 2110 | Keller | TX | 76244 | VP/Grants Anal | 40.00 | $118,500 | $42,905 |
| Karon Smith | |||||||
| P O Box 2110 | Keller | TX | 76244 | Sec/Treasurer | 40.00 | $118,590 | $36,051 |
| Amy Coopman | |||||||
| P O Box 2110 | Keller | TX | 76244 | Director | 1.00 | $0 | |
| Amy Meadows | |||||||
| P O Box 2110 | Keller | TX | 76244 | Director | 1.00 | $0 | |
| Frank Merrick | |||||||
| P O Box 2110 | Keller | TX | 76244 | Director | 1.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Karen Hibbs | |||||||
| P O Box 2110 | Keller | TX | 76244 | Educ. & Comm. | 22.00 | $73,563 | $11,933 |
| Sarah McManic | |||||||
| P O Box 2110 | Keller | TX | 76244 | Design/IT | 40.00 | $66,465 | $30,406 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CapFinancial Partners LLC | |||||
| 4208 Six Forks Rd Ste 1700 | Raleigh | NC | 27609 | Asset management | $58,731 |
| Pinnacle Associates Ltd | |||||
| 335 Madison Ave Ste 1100 | New York | NY | 10017 | Asset management | $51,974 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $62,109,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,260,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,583,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $108,952,316 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $108,952,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,634,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $107,318,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,365,902 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,365,902 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,891 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,891 | TotalTaxAmt |
| Distributable Before Adj | $5,305,011 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,305,011 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,305,011 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,029,863 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $31,442 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $6,061,305 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,305,011 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $487,220 | UndistributedIncomePYAmt |
| Qualifying Distributions | $6,061,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $487,220 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,305,011 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $269,074 | RemainingDistriFromCorpusAmt |
| Total Corpus | $269,074 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $269,074 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $269,074 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 29 Pieces | |||||||
| 6327 Vickery Blvd | Dallas | TX | 75214 | N/A | PC | Funds will provide support for the Legacy Project curriculum, and forming partnerships with universities to integrate the curriculum. | $45,000 |
| The Actors Conservatory Theatre | |||||||
| 925 Tartan Trail | Highland Village | TX | 75077 | N/A | PC | Funds will provide support for production expenses. | $45,000 |
| Artisan Productions Inc | |||||||
| 444 E Pipeline Road | Hurst | TX | 76053 | N/A | PC | Funds will provide support for programming, finding qualified teachers, directors, choreographers and designers from mulitple local school districts. | $45,000 |
| Bachman Lake Together | |||||||
| 9507 Overlake Drive | Dallas | TX | 75220 | N/A | PC | Funds will provide support for general operating to allow the current streams of work to codify successful parent leadership model. | $25,000 |
| Big Thought | |||||||
| 1409 Botham Jean Blvd Suite 1015 | Dallas | TX | 75215 | N/A | PC | Funds will provide support for Creative Voices. | $75,000 |
| Birdville Independent School Distri | |||||||
| 6125 East Belknap Street | Haltom City | TX | 76117 | N/A | GOV | Funds are designed to provide support for work with secondary campuses, for implementing Camp Connect, Check and Connect initiative, and the Innovation Lab. | $75,000 |
| Bishop Dunne Catholic School | |||||||
| 3900 Rugged Drive | Dallas | TX | 75224 | N/A | PC | Funds will provide support for the LitFest event on March 23, 2023, as well as for contracting with next year's author for LitFest. | $20,000 |
| Botanical Research Institute of Tex | |||||||
| 1700 University Drive | Fort Worth | TX | 76107 | N/A | PC | Funds will provide support for the 2023 Lightscape installation at the Fort Worth Botanic Garden. | $20,000 |
| Boys Girls Clubs of Greater Tarrant | |||||||
| 3218 East Belknap | Fort Worth | TX | 76111 | N/A | PC | Funds will provide support for summmer services for the anticipated 1,350 students. | $50,000 |
| Candid | |||||||
| P O Box 22799 | New York | NY | 10087 | N/A | PC | Funds support the initiatives of Candid in their support of the philanthropic community. | $2,801 |
| Catch Up Read | |||||||
| 3001 Knox Street Suite 405 | Dallas | TX | 75205 | N/A | PC | Funds will support advanced teacher training and to catch at-risk elementary students up to grade-level reading by third grade. | $35,000 |
| CCC Leadership Program Inc | |||||||
| 4114 Cascade Sky Drive | Arlington | TX | 76005 | N/A | PC | Funds will provide support for women to participate in the program and for an Alumni Reunion in October 2023, monthly Zoom workshops, and an in-person workshop in 2024. | $40,000 |
| CCC Leadership Program Inc | |||||||
| 4114 Cascade Sky Drive | Arlington | TX | 76005 | N/A | PC | Funds will provide support for a 2024 POS/CCC Reunion, an Organization Workshop, and other in-person learning opportunities. | $24,129 |
| Christ's Haven for Children | |||||||
| 4200 Keller Haslet Road | Keller | TX | 76244 | N/A | PC | Funds will provide support for the Residential Program. | $35,000 |
| City of Roanoke | |||||||
| 308 S Walnut Street | Roanoke | TX | 76262 | N/A | GOV | Funds will provide support for Roanoke Public Library's effors to transform areas of the facility. | $45,000 |
| City Year Inc | |||||||
| 3000 Pegasus Park Drive Ste 730 | Dallas | TX | 75247 | N/A | PC | Funds will provide support for City Year Dallas's initiatives to partner with educators in Dallas to address lack of educational opportunities for students. | $45,000 |
| Communities Foundation of Texas Inc | |||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | N/A | PC | Funds support the initiatives of Philanthropy Advocates and policy work group research in 2023. | $20,000 |
| Communities in Schools-Gr Tarrant C | |||||||
| 5601 Bridge Street 501 | Fort Worth | TX | 76112 | N/A | PC | Funds will provide support for general operations, case management, mental health, school supplies, resources, support for staff and training. | $75,000 |
| Cristo Rey Fort Worth Catholic HS | |||||||
| 2633 Altamesa Blvd | Fort Worth | TX | 76133 | N/A | PC | Funds will support general operations. | $25,000 |
| Dallas Arboretum and Botanical Soci | |||||||
| 8525 Garland Road | Dallas | TX | 75218 | N/A | PC | Funds will provide support for the programmatic services of the Rory Meyers Children's Adventure Garden. | $50,000 |
| Dallas Black Dance Theatre | |||||||
| P O Box 131290 | Dallas | TX | 75313 | N/A | PC | Funds will provide support for impacting students or for a second Outreach Teacher. | $50,000 |
| Dallas Children's Theatre | |||||||
| 5938 Skillman Street | Dallas | TX | 75231 | N/A | PC | Funds will provide support for costs associated with the theater's Student Matinee Performance Series. | $50,000 |
| Dallas Symphony Association Inc | |||||||
| 2301 Flora Street Suite 300 | Dallas | TX | 75201 | N/A | PC | Funds will provide support for the Dallas Symphony Orchestra Young Musicians Program. | $50,000 |
| Dallas Spark | |||||||
| 1409 Botham Jean Blvd Suite 004 | Dallas | TX | 75215 | N/A | PC | Funds will provide support for the Prismatic immersive art experience to be created by students as well as other needs of Dallas Spark! | $100,000 |
| Dallas Theater Center | |||||||
| 2400 Flora St | Dallas | TX | 75201 | N/A | PC | Funds will provide support for the Project Discovery program. | $25,000 |
| Education Opens Doors Inc | |||||||
| 2804 Swiss Avenue | Dallas | TX | 75204 | N/A | PC | Funds will support the EOD Program, and key learnings around program implementation. Funds will also provide development for the EOD internal team. | $50,000 |
| First3Years | |||||||
| 15851 Dallas Parkway 106 | Addison | TX | 75001 | N/A | PC | Funds will provide support for First3Years Awareness and Education Programs in the Dallas/Fort Worth Metroplex. | $25,000 |
| Fort Worth Museum of Science and Hi | |||||||
| 1600 Gendy Street | Fort Worth | TX | 76107 | N/A | PC | Funds will support exending the playground to allow guests to enjoy additional seating and possibly a merry-go-round with wheelchair access. | $50,000 |
| Fort Worth Zoological Association I | |||||||
| 1989 Colonial Parkway | Fort Worth | TX | 76100 | N/A | PC | Funds will provide support for renovation to the Texas Wild building that will house the Texas Nature Traders program. | $50,000 |
| Fossil Rim Wildlife Center Inc | |||||||
| 2155 County Road 2008 | Glen Rose | TX | 76043 | N/A | PC | Funds will provide programmatic support for internships and eduation programs. | $40,000 |
| Friends of the Keller Library | |||||||
| P O Box 151 | Keller | TX | 76244 | N/A | PC | Funds will support hosting One Book One City, trying something new, training opportunities for the staff, a solar-powered bench, and hush booths. | $55,000 |
| Gateway Church | |||||||
| 500 S Nolen Drive 300 | Southlake | TX | 76092 | N/A | PC | Funds will support Pink Impact 2023 and The Widow and Orphans Fund. | $75,000 |
| GEMS Camp | |||||||
| 1408 N Riverfront Blvd 249 | Dallas | TX | 75207 | N/A | PC | Funds will provide support for program resources for university GEMS Camp chapters and development for the executive director. | $35,000 |
| Girl Scouts of Northeast Texas | |||||||
| 6001 Summerside Drive Ste 101 | Dallas | TX | 75252 | N/A | PC | Funds will provide access to the Girl Scouts Leadership Experience. | $50,000 |
| Grapevine Relief and Community Exch | |||||||
| P O Box 412 | Grapevine | TX | 76099 | N/A | PC | Funds will provide support for seasonal programs. | $25,000 |
| House of Shine Inc | |||||||
| 334 S Barton Street | Grapevine | TX | 76051 | N/A | PC | Funds will support programming and for the Red Barn Experience. | $250,000 |
| Institute for Creation Research | |||||||
| 1806 Royal Lane | Dallas | TX | 75229 | N/A | PC | Funds will provide support for field trips for youth to the ICR Discovery Center and other events. | $25,000 |
| Leadership Women Inc | |||||||
| 10455 N Central Expwy 109-231 | Dallas | TX | 75231 | N/A | PC | Funds will provide support for any of the Leadership Women programs, and for leadership development within the internal team. | $50,000 |
| The Learning Center of N Texas-Link | |||||||
| 101 Summit Ave Suite 612 | Fort Worth | TX | 76102 | N/A | PC | Funds will support professional development, evaluation programming and contributing to the Sliding Scale iniative. | $50,000 |
| Lumin Education | |||||||
| 924 Wayne Street | Dallas | TX | 75223 | N/A | PC | Funds will support returning families, professional development, and a visit to Kidzania. | $150,000 |
| Marriage Today dba XO Marriage | |||||||
| 1021 Grace Lane | Southlake | TX | 76092 | N/A | PC | Funds will support 2024 XO Marriage Conference, the Parenting Conference and other training. | $50,000 |
| Media Projects Inc | |||||||
| 5215 Homer Street | Dallas | TX | 75206 | N/A | PC | Funds will provide support for extending the PBS broadcast of A Reason to Live. | $25,000 |
| Montessori Training Res Ctr Dallas | |||||||
| 4006 Belt Line Rd Ste 100 | Addison | TX | 75001 | N/A | PC | Funds will provide support to strengthen infrastructure and expand capacity with support for a new Outreach Coordinator position. | $25,000 |
| Momentous Institute | |||||||
| 106 East 10th Street | Dallas | TX | 75203 | N/A | SO I | Funds will provide support for the Changing the Odds Conference on October 26 and 27, 2023. | $35,000 |
| North Texas Public Broadcasting Inc | |||||||
| 3000 Harry Hines Blvd | Dallas | TX | 75201 | N/A | PC | Funds will support the spring and fall KIDS FESTs to be introduced in 2024. | $45,000 |
| OutLoud Dallas | |||||||
| 7324 Gaston Ave Ste 124 479 | Dallas | TX | 75214 | N/A | PC | Funds will provide support for a summer camp session and for the completion of the black box project. | $85,000 |
| Pastors 411 Foundation | |||||||
| P O Box 19510 | Lenexa | KS | 66285 | N/A | PC | Funds will provide support for summer and fall programming. | $40,000 |
| Philanthropy Roundtable | |||||||
| 1120 20th Street NW Suite 550 S | Washington | DC | 20036 | N/A | PC | Funds support the initiatives of Philanthropy Roundtable. | $5,000 |
| Philanthropy Southwest | |||||||
| 3000 Pegasus Park Drive Suite 706 | Dallas | TX | 75247 | N/A | PC | Funds support the initiatives of Philanthropy Southwest in their support of the Philanthropic community. | $5,570 |
| Philanthropy Southwest | |||||||
| 3000 Pegasus Park Drive Suite 706 | Dallas | TX | 75247 | N/A | PC | Funds will support the 75th Anniversary Philanthropy Southwest conference and site visit. | $26,000 |
| Plano Children's Theatre | |||||||
| 6121 W Park Blvd B216 | Plano | TX | 75093 | N/A | PC | Funds will provide support for expanding the number of shows for the Southlake program. | $75,000 |
| Readers 2 Leaders | |||||||
| P O Box 195076 | Dallas | TX | 75219 | N/A | PC | Funds will provide support for the essential early literacy initiatives, and may be used for Coaching or Training programs. | $25,000 |
| Reading Partners | |||||||
| 2910 Swiss Avenue | Dallas | TX | 75204 | N/A | PC | Funds will provide costs for students and Reading Partners Connect. | $25,000 |
| Shawnee Mission Education Foundatio | |||||||
| 8200 West 71st Street | Shawnee Mission | KS | 66204 | N/A | PC | Funds will provide support for the Broadmoor Bistro and the career pathways program. | $50,000 |
| Social Venture Partners of Dallas | |||||||
| 12900 Preston Road 1220 | Dallas | TX | 75230 | N/A | PC | Terrace Level event support to honor Susan Hoff. | $1,500 |
| Stand Ministries | |||||||
| 1540 Keller Parkway Suite 108 241 | Keller | TX | 76248 | N/A | PC | Funds will provide support for production expenses, staffing costs, and summer camps. | $125,000 |
| Stepping Stones Foundation | |||||||
| 131 Taylor Street | Keller | TX | 76248 | N/A | PC | Funds will provide support for a mentoring program, addressing the mental health, and educational needs of young people. | $25,000 |
| SustainED Leaders | |||||||
| 10533 Verna Trail W | Fort Worth | TX | 76108 | N/A | PC | Funds will support the organization's research, development and creating programs to scale. | $100,000 |
| Teach for America Inc | |||||||
| 3000 Pegasus Park Drive Suite 1045 | Dallas | TX | 75247 | N/A | PC | Funds will provide support for IGNITE Tutoring Fellowship Program. | $25,000 |
| Texas Ballet Theater Inc | |||||||
| P O Box 123290 | Fort Worth | TX | 76121 | N/A | PC | Funds will provide support for 2023-2024 Texas Ballet Theater season performances and community outreach initiatives. | $50,000 |
| The Arts and Recreation Foundation | |||||||
| P O Box 26392 | Overland Park | KS | 66225 | N/A | PC | Funds will provide support for the Terra Luna experience in September 2023. | $25,000 |
| The Concilio | |||||||
| 650 Fort Worth Avenue Suite 250 | Dallas | TX | 75208 | N/A | PC | Funds will provide support for programming expenses and general operations. | $50,000 |
| The Plaza Academy | |||||||
| 3930 Broadway Blvd | Kansas City | MO | 64111 | N/A | PC | Funds may be used for items on the wish list and inspiration gained from visiting the Ron Clark Academy. | $50,000 |
| The Rabbit Hole | |||||||
| 919 E 14th Avenue | North Kansas City | MO | 64131 | N/A | PC | Funds will provide support for general operations and for programmatic and administrative build out in preparation for the grand opening. | $500,000 |
| United Way of Metropolitan Dallas | |||||||
| 1800 North Lamar Street | Dallas | TX | 75202 | N/A | PC | Funds support the Once Upon a Month program. | $20,000 |
| Uplift Education | |||||||
| 3000 Pegasus Park Drive Suite 1100 | Dallas | TX | 75247 | N/A | PC | Funds will assist Uplift to extend its ongoing work to support adult well-being. | $50,000 |
| Westlake Academy Foundation | |||||||
| 2600 JT Ottinger Road | Westlake | TX | 76262 | N/A | PC | Funds are restricted to provide support for opportunities for teachers and students in the 2023-2024 school year. | $125,000 |
| Wonderscope Children's Museum of KC | |||||||
| 433 Red Bridge Road | Kansas City | MO | 64131 | N/A | PC | Funds will provide support for interactive play elements for the treehouse and outdoor play area and an indoor community weaving project. | $35,000 |
| Young Life Lone Hollow Ranch | |||||||
| 1010 Cooley Lane | Vanderpool | TX | 78885 | N/A | PC | Funds will support the construction of the Club House at LoneHollow Ranch, groundbreaking is scheduled for 2024. | $100,000 |
| Young Life Northeast Texas Region | |||||||
| 11300 N Central Expwy Suite 600 | Dallas | TX | 75243 | N/A | PC | Funds will provide support for initiatives to impact young people and needs of the organization. | $100,000 |
| Young Life | |||||||
| 420 Cascade Avenue | Colorado Springs | CO | 80803 | N/A | PC | Funds will support The Night That Never Ends phase II construction. | $125,000 |
| Association of Missouri Mediators | |||||||
| 2480 Martin Road | Smithville | MO | 64089 | N/A | PC | Funds will help support education and promotion of mediation across the state of Missouri. | $5,000 |
| AWL Foundation | |||||||
| 4505 Madison Avenue Suite 220 | Kansas City | MO | 64111 | N/A | PC | Funds will help support the AWL Foundation Fund helping to cover the cost of educational and professional opportunities. | $10,000 |
| Bible Study Fellowship | |||||||
| 19001 Huebner Road | San Antonio | TX | 78258 | N/A | PC | Funds will provide support for continuing to develop Bible studies and support classes led by BSF trained volunteers. | $35,000 |
| Christian Relief Services Charities | |||||||
| 8301 Richmond Highway Suite 200 | Alexandria | VA | 22309 | N/A | PC | Funds will provide support for the clean water program on Pine Ridge and the Yuchi Language Project in Sapulpa, Oklahoma. | $25,000 |
| The Commit Partnership | |||||||
| 3000 Pegasus Park Drive Suite 900 | Dallas | TX | 75247 | N/A | PC | Funds will support Commit Partnership to work on metrics over a five year time horizon 2023-2028 that will improve the path to economic mobility for children in Dallas County. | $50,000 |
| Dallas Symphony Association Inc | |||||||
| 2301 Flora Street Ste 300 | Dallas | TX | 75201 | N/A | PC | Funds will support the Young Musicians program. | $10,000 |
| Destined for Victory Ministries Bay | |||||||
| P O Box 1767 | Fremont | CA | 94538 | N/A | PC | Funding will support Destined for Victory operating expenses, and reach more people through radio, TV and internet platforms. | $25,000 |
| Doug Miller Don Sanders Scholarship | |||||||
| P O Box 131331 | Houston | TX | 77019 | N/A | PC | Funds will support scholarships for low income students who will be the first in their families to attend college. | $15,000 |
| First Assembly of God Church-Ark Ci | |||||||
| 3125 North Summit St | Arkansas City | KS | 67005 | N/A | PC | Funds may be used for a women's conference and a youth event. | $20,000 |
| Homeless Alliance | |||||||
| 1724 NW 4th Street | Oklahoma City | OK | 73106 | N/A | PC | Funds will support the ongoing operations of the Day Shelter. | $150,000 |
| Kansas City Metropolitan Bar Founda | |||||||
| 2300 Main Street Suite 100 | Kansas City | MO | 64108 | N/A | PC | Funds will help KCMBF continue to grow and expand its reach and impact in the community, as well as expanding its Legal Connection programs. | $30,000 |
| Kansas City Museum Foundation | |||||||
| 3218 Gladstone Blvd | Kansas City | MO | 64123 | N/A | PC | Funds will help support the development and implementation of the educational exhibit interactives and media for the history exhibits in Corinthian Hall. | $20,000 |
| Kansas University Endowment Associa | |||||||
| 1891 Constant Ave | Lawrence | KS | 66047 | N/A | PC | Funds will help to deepen and expand the Commmon Cause program. | $25,000 |
| The University of Kansas Health Sys | |||||||
| 11300 Corporate Ave Ste 240 | Lenexa | KS | 66219 | N/A | PC | Funds will support a new global destination cancer center and help strengthen the care offered to cancer patients. | $25,000 |
| Milestone Church | |||||||
| 201 Mount Gilead Road | Keller | TX | 76248 | N/A | PC | Funds will support the Elevate Student Ministry High School Camp at LoneHollow Ranch and Milestone College. | $75,000 |
| Momentous Institute | |||||||
| 106 East 10th Street | Dallas | TX | 75203 | N/A | SO I | Funds will support work in social emotional health through Momentous Institute's Therapeutic Services programming. | $10,000 |
| Nasher Sculpture Center | |||||||
| 2001 Flora Street | Dallas | TX | 75201 | N/A | PC | Funding will support 2023 Nasher Prize honoring Senga Nengudi. | $10,000 |
| National Institute for Worker's Rig | |||||||
| 1800 Sutter Street Suite 210 | Concord | CA | 94520 | N/A | PC | Funds will support the Institute's ongonig programs, which are designed to help achieve equal employment opportunity for all. | $20,000 |
| Oklahoma Hall of Fame | |||||||
| 1400 Classen Drive | Oklahoma City | OK | 73106 | N/A | PC | Funds will support general operations. | $25,000 |
| Parks for Downtown Dallas | |||||||
| 901 Main Street Suite 609 | Dallas | TX | 75202 | N/A | POF | Funds will help support park construction for Harwood Park, the final piece of the Priority Parks initiative. | $35,000 |
| Parks for Downtown Dallas | |||||||
| 901 Main Street Suite 609 | Dallas | TX | 75202 | N/A | PC | Funds will support the development of a Downtown Dallas Parks Operations and Maintenance Strategy. | $32,500 |
| Philanthropy Southwest | |||||||
| 3000 Pegasus Park Drive Suite 706 | Dallas | TX | 75247 | N/A | PC | Funds will help support the Philanthropy Southwest 75th Anniversary Campaign. | $7,500 |
| The Rensselaerville Institute | |||||||
| P O Box 187 | Lynbrook | NY | 11563 | N/A | PC | Funds will provide support for professional development to continue to train and develop specialists and principals. | $20,000 |
| SustainED Leaders | |||||||
| 10533 Verna Trail W | Fort Worth | TX | 76108 | N/A | PC | Funds will support two core programs helping to build strong leadership pipelines and develop school leaders. | $100,000 |
| TACA Inc | |||||||
| 1722 Routh Street Suite 800 | Dallas | TX | 75201 | N/A | PC | Funds will support TACA's mission, programming, and operations. | $25,000 |
| Ursaline Academy of Dallas Inc | |||||||
| 4900 Walnut Hill Lane | Dallas | TX | 75229 | N/A | PC | Funding will support Act, Move, Believe; The Campaign for Ursaline, social spaces, makerspaces and auditorium. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,900,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,295 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,443,650 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $999,697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,162,656 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $562 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,701,860 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,701,860 | 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 preparation & consulting | CategoryTxt |
| Amt | $5,575 | Amt |
| Net Investment Income | $2,788 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,787 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Parks for Downtown Dallas | ||||||||||
| 901 Main Street Suite 609 | Dallas | TX | 75202 | 2023-04-26 | $35,000 | Development costs of Harwood Park in downtown Dallas | $35,000 | No | 4/4/24 | The Foundation reviewed the grant report submitted by the Grantee, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability. |
| Parks for Downtown Dallas | ||||||||||
| 901 Main Street Suite 609 | Dallas | TX | 75202 | 2023-10-02 | $32,500 | Downtown Dallas Parks Operations and Maintenance Strategy | $26,325 | No | 4/4/24 | The Foundation reviewed the grant report submitted by the Grantee, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Publicly traded corporate bonds | BondNm |
| EOY Book Value | $15,729,071 | EOYBookValueAmt |
| EOYFMV | $14,621,480 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly traded corporate stocks | StockNm |
| EOY Book Value | $5,521,140 | EOYBookValueAmt |
| EOYFMV | $9,188,999 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $746,472 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $755,083 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $6,400 | $739 | $5,661 | |
| Land | $24,934,597 | $24,934,597 | $43,583,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Publicly traded mutual funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $27,000,120 | BookValueAmt |
| EOYFMV | $40,321,963 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $43,676 | $43,676 | ||
| Furniture and Fixtures | $162,375 | $162,158 | $217 | $217 |
| Machinery and Equipment | $72,170 | $67,542 | $4,628 | $4,628 |
| Buildings | $1,971,253 | $1,112,820 | $858,433 | $858,433 |
| Land | $38,028 | $38,028 | $38,028 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Auto expenses | $1,640 | $82 | $1,558 |
| Bank charges | $550 | $550 | |
| Board acknowledgement | $1,549 | $77 | $1,472 |
| Computer and internet expenses | $11,295 | $565 | $10,730 |
| Contract landscaping and other | $20,909 | $7,858 | $13,051 |
| Insurance | $21,008 | $1,050 | $19,958 |
| Investment land expenses | $16,229 | $16,229 | |
| Meetings/convenings | $11,772 | $294 | $11,183 |
| Memberships and fees | $3,427 | $171 | $3,256 |
| Miscellaneous | $2,106 | $105 | $2,001 |
| Office supplies | $17,097 | $855 | $16,242 |
| Postage and delivery | $1,566 | $78 | $1,488 |
| Printing and copying | $5,241 | $262 | $4,979 |
| Rental Expenses | $50,303 | $50,303 | |
| Repairs | $26,415 | $1,321 | $25,094 |
| Royal Holdings | $126 | $126 | |
| Telephone | $4,385 | $219 | $4,166 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Revenue And Expenses Per Books | $562 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $562 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CapFinancial Partners LLC | $58,731 | $58,731 | $0 | $0 |
| Great Western/Empower Retire. Plan | $3,530 | $177 | $0 | $3,354 |
| Insperity human resources admin. | $25,909 | $797 | $0 | $25,112 |
| Schwab Crossroads Investment Mgmt | $3,299 | $3,299 | $0 | $0 |
| UMB Crossroads investment mgmt | $35,809 | $35,809 | $0 | $0 |
| UMB Custodian fees | $28,484 | $28,484 | $0 | $0 |
| UMB Pinnacle investment mgmt | $51,974 | $51,974 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise taxes paid | $50,000 | ||
| Property taxes 635 Randoll Mill Rd | $63,198 | $63,198 | |
| Property taxes 675 Randoll Mill Rd | $31,897 | $1,595 | $30,302 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Royall LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2110 | AddressLine1Txt |
| City | Keller | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320404588 | EIN |
| Desc | Distribution of capital | Desc |
| Amt | $1,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,000 | TotalAmt |
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