ALLSUP FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALLSUP FAMILY CHARITABLE FOUNDATION (EIN 83-2894490)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-04
- IRS object ID
- 202402489349100705
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-04T09:01:30-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 TAYLOR STREET SUITE 2200 | AddressLine1Txt |
| City | FT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | 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 | 832894490 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLSUP FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLS | BusinessNameControlTxt |
| Phone | 8178058815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122808 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA ALLSUP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8178058815 | PhoneNum |
| Signature | 2024-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY LANDRY | PreparerPersonNm |
| PTIN | P01614538 | PTIN |
| Phone | 8172599100 | PhoneNum |
| 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 | $41,656,061 | 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 | $200,920 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $200,920 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $954,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $954,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $279,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,980,747 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $279,219 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$791 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$791 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,433,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,433,363 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,230 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,230 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,513 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,135 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,378 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,091 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,091 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,277 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,277 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,027 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,666 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,804 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,274 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,713,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,713,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,835,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,728,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,401,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,326,833 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000,569 | CashBOYAmt |
| Cash EOY | $21,483,858 | CashEOYAmt |
| Cash EOYFMV | $21,483,858 | CashEOYFMVAmt |
| Corporate Stock BOY | $42,994,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,044,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,044,035 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,797,403 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,128,168 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,128,168 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,791,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,656,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,656,061 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $520 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $635 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $520 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $635 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $48,791,452 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,655,426 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,791,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,655,426 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,791,972 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,656,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,791,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,401,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,389,511 | SubtotalAmt |
| Other Decreases | $1,734,085 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,655,426 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITES | P | 2020-12-31 | 2023-12-31 | $3,251,328 | $3,701,528 | -$450,200 | -$450,200 |
| PUBLICLY TRADED SECURITES | P | 2023-07-31 | 2023-12-31 | $79,014 | $79,014 | $79,014 | |
| PUBLICLY TRADED SECURITES | P | 2020-12-31 | 2023-12-31 | $650,405 | $650,405 | $650,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $279,219 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,443 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,443 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,090 | 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 | $16,090 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $126 | EsPenaltyAmt |
| Tax Due | $2,479 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | WWW.ALLSUPFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JESSICA ALLSUP | IndividualWithBooksNm |
| Phone | 8178058815 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122808 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76121 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JESSICA A ALLSUP MD | ||||||||
| PO BOX 122808 | FORT WORTH | TX | 76121 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BARBARA J ALLSUP | ||||||||
| PO BOX 122808 | FORT WORTH | TX | 76121 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK A ALLSUP | ||||||||
| PO BOX 122808 | FORT WORTH | TX | 76121 | TREASURER AND SECRETARY | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 ROSS AVE FL 10 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $128,365 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $39,350,227 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,642,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,920,926 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,913,535 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,913,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $763,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,149,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,507,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,507,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,443 | TotalTaxAmt |
| Distributable Before Adj | $2,489,049 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,489,049 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,489,049 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,728,774 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,728,774 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,489,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $569,436 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,728,774 | QualifyingDistributionsAmt |
| Applied To Year1 | $569,436 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,489,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,670,289 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,670,289 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,670,289 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,670,289 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBARA J ALLSUP | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALLSUP FAMILY CHARITABLE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122808 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8178058815 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS MUST INCLUDE AN EXPLANATION OF HOW THE PROJECT IS CONNECTED TO THE MISSION STATEMENT OF ALLSUP FAMILY CHARITABLE FOUNDATION. PROPOSALS MUST CONTAIN A DESCRIPTION OF THE PROPOSED PROJECT INCLUDING A STATEMENT OF THE NEED, SPECIFIC PROJECT COMPONENTS, LOGISTICS, GOALS, PROJECTED BENEFITS OR NUMBER OF PEOPLE TO BE AFFECTED, AND PLANS FOR EVALUATING THE EFFECTIVENESS OF THE PROJECT. THE EXEMPTION LETTER AND MOST RECENT IRS FORM 990 ARE REQUIRED TO BE SUBMITTED. APPLICATIONS SHOULD BE SUBMITTED A MINIMUM OF FOUR MONTHS BEFORE FUNDS ARE REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ONLY ONE APPLICATION MAY BE SUBMITTED BY AN ORGANIZATION DURING ANY TWELVE MONTH PERIOD. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION SUPPORTS ORGANIZATIONS THAT ARE (I) EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, (II) DESCRIBED IN SECTION 170(B)(1)(A)(I)-(VI) OF THE INTERNAL REVENUE CODE, OR (III) DESCRIBED IN SECTION 511(A)(2)(B) OF THE INTERNAL REVENUE CODE. THE FOUNDATION DOES NOT SUPPORT LOBBYING OR POLITICAL CAMPAIGN ACTIVITIES OF ANY KIND. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN QUARTER HORSE FOUNDATION | |||||||
| PO BOX 200 | AMARILLO | TX | 79168 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,654,500 |
| BIG THOUGHT | |||||||
| 1409 BOTHAM JEAN BLVD STE 1015 | DALLAS | TX | 75215 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $300,000 |
| DONORSCHOOSE | |||||||
| 134 W 37TH ST FL 11 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| EDUCATIONAL FIRST STEPS | |||||||
| 2815 GASTON AVE | DALLAS | TX | 75226 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| HARDIN-SIMMONS UNIVERSITY | |||||||
| 2200 HICKORY ST | ABILENE | TX | 79601 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $150,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| 40 RECTOR ST FL 16 | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000,000 |
| SAMARITAN'S PURSE | |||||||
| 1201 CREEKVIEW DR | COPPELL | TX | 75019 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| TARLETON STATE UNIVERSITY | |||||||
| 1333 W WASHINGTON ST | STEPHENVILLE | TX | 76401 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $159,000 |
| UNIVERSITY OF THE SOUTHWEST | |||||||
| 6610 NORTH LOVINGTON HWY | HOBBS | NM | 88240 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,713,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,920 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $954,015 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $279,219 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HPS CORE SENIOR LENDING OFFSHORE FUND (PB) II, L.P. | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$791 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,433,363 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,433,363 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $17,513 | Amt |
| Net Investment Income | $13,135 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,378 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $15,044,035 | EOYBookValueAmt |
| EOYFMV | $15,044,035 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASF VIII PRIVATE INVESTORS OFFSHORE, SICAV-RAIF S.C.SP. | FMV | $682,036 | $682,036 |
| ARES PCS II PRIVATE INVESTORS OFFSHORE, L.P. | FMV | $737,064 | $737,064 |
| HPS CORE SENIOR LENDING OFFSHORE FUND (PB) II, L.P. | FMV | $691,068 | $691,068 |
| HPS CORPORATE LENDING FUND | FMV | $3,018,000 | $3,018,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,230 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,230 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $1,734,085 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES & FEES | $317 | $317 | $0 |
| BOND PREMIUM AMORTIZATION | $21,712 | $21,712 | $0 |
| OFFICE EXPENSE | $22,664 | $16,998 | $5,666 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HPS CORE SENIOR LENDING OFFSHORE FUND (PB) II, L.P. | Desc |
| Revenue And Expenses Per Books | -$791 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$791 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$791 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $520 | BOYBookValueAmt |
| EOY Book Value | $635 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $33,091 | Amt |
| Net Investment Income | $33,091 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $21,277 | Amt |
| Net Investment Income | $21,277 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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