HILLCREST FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HILLCREST FOUNDATION (EIN 75-6007565)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2024-10-07
- IRS object ID
- 202412819349100711
- 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
- Compensation Explanation
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-07T08:37:06-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | 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 | 2023-06-01 | 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 | 2024-10-04 | 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 | KEVIN WARNEKE | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $175,752,532 | 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 | $4,309,709 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,300,935 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,334,124 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $76,003,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,334,124 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,643,833 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,635,059 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $560,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $336,150 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $224,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,833 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,833 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,445 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,467 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,978 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $268,273 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $233,273 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $288,591 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $103,591 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $496,915 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,937 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $431,978 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,683,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $766,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $731,889 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,223,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,223,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,906,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $766,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,954,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,737,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,868,641 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,860,492 | CashBOYAmt |
| Cash EOY | $7,978,350 | CashEOYAmt |
| Cash EOYFMV | $7,978,350 | CashEOYFMVAmt |
| Other Investments BOY | $128,076,035 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $134,336,570 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $167,774,182 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $131,936,527 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,314,920 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $175,752,532 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $131,436,527 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $141,814,920 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $500,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $500,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $131,936,527 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $142,314,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $131,936,527 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $142,314,920 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $131,936,527 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,737,526 | ExcessRevenueOverExpensesAmt |
| Other Increases | $640,867 | OtherIncreasesAmt |
| Subtotal | $142,314,920 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $142,314,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN/LOSS | P | $75,960,762 | $60,985,019 | $14,975,743 | $14,975,743 |
| CAPITAL GAIN DIVIDENDS | P | $43,085 | $43,085 | $43,085 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND ST | P | $98,709 | -$98,709 | -$98,709 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND 1256 CONTRACTS AND STRADDLES | P | $585,995 | -$585,995 | -$585,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,334,124 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $248,374 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $248,374 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $248,374 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $219,780 | 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 | $219,780 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $28,594 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | 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 | $560,250 | $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 | $157,621,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,016,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,391,005 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $169,029,268 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $169,029,268 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,535,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $166,493,829 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,324,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,324,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $248,374 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $248,374 | TotalTaxAmt |
| Distributable Before Adj | $8,076,317 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,076,317 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,076,317 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,954,889 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,954,889 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,076,317 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,109,233 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,954,889 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,109,233 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $845,656 | 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 | $7,230,661 | 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 AMERICAN PHILANTHROPIC SOLU | 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 (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 29 ACRES | ||||||
| 3000 MOSELEY ROAD | CROSS ROADS | TX | 76227 | PC | REPURPOSING SPACE TO MEET NEURODIVERSE | $100,000 |
| ACT | ||||||
| PO BOX 225225 | DALLAS | TX | 752225225 | PC | ACT HEADQUARTERS IMPROVEMENTS TO ACCOMMODATE GROWTH AND INCREASE CAPACITY | $100,000 |
| AGAPE CLINIC | ||||||
| 4104 JUNIUS STREET | DALLAS | TX | 75246 | PC | PROVIDING COMPREHENSIVE DENTAL SERVICES TO UNDERSERVED OLDER ADULTS UNCONDITIONALLY AND PURCHASE DENTAL IMAGING EQUIPMENT | $50,000 |
| ALL COMMUNITY OUTREACH | ||||||
| 801 E MAIN ST | ALLEN | TX | 750023116 | PC | CAPITAL SUPPORT TO CENTRALIZE RESOURCES FOR VULNERABLE FAMILIES IN COLLIN COUNTY | $50,000 |
| AMERICAN RED CROSS - DALLAS FORT WORTH CHAPTER | ||||||
| 2055 KENDALL DRIVE | DALLAS | TX | 75235 | PC | BLOOD DONATION POWER RED MACHINES AND STERILE TUBE WELDER | $45,000 |
| 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 | $175,000 |
| BRIDGE STEPS | ||||||
| 1818 CORSICANA STREETE | DALLAS | TX | 75201 | PC | CAPITAL IMPROVEMENTS TO AID GUESTS AND STAFF | $150,000 |
| CATCH UP & READ INC | ||||||
| 6600 LBJ FREEWAY SUITE 190 | DALLAS | TX | 75240 | PC | CATCH UP & READ (CAR) - LITERACY COACHING CYCLE | $50,000 |
| CENIKOR FOUNDATION | ||||||
| 11931 WICKCHESTER LANE SUITE 300 | HOUSTON | TX | 77043 | PC | IRVING FACILITY EXPANSION | $50,000 |
| CHILDREN'S ADVOCACY CENTER FOR NORTH TEXAS INC | ||||||
| 1854 CAIN DRIVE | LEWISVILLE | TX | 75077 | PC | INSTALLATION OF A NEW HVAC SYSTEM IN HEADQUARTERS FACILITY | $50,000 |
| CHILDREN'S ADVOCACY CENTER OF COLLIN COUNTY INC | ||||||
| 2205 LOS RIOS BLVD | PLANO | TX | 750743422 | PC | REPLACEMENT OF AIR CONDITIONING UNITS | $50,000 |
| CHILDREN'S MEDICAL CENTER FOUNDATION | ||||||
| 1935 MEDICAL DISTRICT DRIVE | DALLAS | TX | 752350000 | PC | NEW DALLAS PEDIATRIC HOSPITAL CAMPUS | $500,000 |
| CISTERCIAN PREPARATORY SCHOOL | ||||||
| 3660 CISTERCIAN ROAD | IRVING | TX | 200171104 | GROUP | FORMATION BEYOND THE CLASSROOM: ENKINDLING CHARACTER AND LEADERSHIP THROUGH ATHLETICS, THE ARTS, TECHNOLOGY AND FAITH - CONSTRUCT NEW THEATER | $150,000 |
| DALLAS CHILDREN'S ADVOCACY CENTER | ||||||
| 5351 SAMUELL BLVD | DALLAS | TX | 75228 | PC | DCAC: ACCESSIBILITY IMPROVEMENT PROJECTS | $100,000 |
| DALLAS CHILDREN'S THEATER | ||||||
| 5938 SKILLMAN ST | DALLAS | TX | 752317608 | PC | THEATRICAL PRODUCTION EQUIPMENT UPGRADES TO INCLUDE THE PURCHASE OF A CLEAR-COM | $50,000 |
| DALLAS CHRISTIAN WOMEN'S JOB CORPS INC | ||||||
| 3006 OATES DRIVE | DALLAS | TX | 75228 | PC | MATERIALS, WORKBOOKS, SUPPLIES FOR THE EDUCATION OF OUR WOMEN | $25,000 |
| DALLAS FOUNDATION - OWENWOOD FARM AND NEIGHBOR SPACE | ||||||
| 3000 PEGASUS PARK DRIVE 930 | DALLAS | TX | 75247 | PC | PARKING LOT REFURBISHMENT OWENWOOD FARM AND NEIGHBOR SPACE | $60,000 |
| DALLAS FURNITURE BANK | ||||||
| PO BOX 815788 | DALLAS | TX | 75381 | PC | EQUIPMENT TO FURNISH HOPE | $50,000 |
| DALLAS HISTORICAL SOCIETY HALL OF STATE FAIR PARK | ||||||
| PO BOX 155038 | DALLAS | TX | 75315 | PC | TECHNOLOGY INFRASTRUCTURE UPDATE | $150,000 |
| DALLAS HOLOCAUST MUSEUM | ||||||
| 300 N HOUSTON ST | DALLAS | TX | 75202 | PC | MUSEUM SECURITY UPDATES | $275,000 |
| DALLAS LEADERSHIP FOUNDATION | ||||||
| 3101 GREENWOOD ST | DALLAS | TX | 75204 | PC | DLFS BUILDING FOR THE FUTURE | $150,000 |
| FAIRHILL SCHOOL | ||||||
| 16150 PRESTON ROAD | DALLAS | TX | 752483558 | PC | SECURING OUR FUTURE CAMPAIGN | $100,000 |
| FRIENDS OF BARACK OBAMA MALE LEADERSHIP ACADEMY | ||||||
| 3030 STAG RD | DALLAS | TX | 75241 | PC | SERVANTS OF MANKIND STEM AND GARDEN HUB CAMPAIGN | $30,000 |
| GREENSPACE DALLAS | ||||||
| 9200 CHANCELLOR ROW | DALLAS | TX | 75247 | PC | INCREASING CAPACITY WITH THE PURCHASE OF A MIN SKID STEER | $50,000 |
| HAPPY HILL FARM ACADEMY | ||||||
| 3846 NORTH HIGHWAY 144 | GRANBURY | TX | 76048 | PC | RENOVATIONS TO THE HILLCREST VILLAGE HOMES | $50,000 |
| HEARD NATURAL SCIENCE MUSEUM AND WILDLIFE SANCTUARY | ||||||
| ONE NATURE PLACE | MCKINNEY | TX | 75069 | PC | HEARD NATURAL SCIENCE MUSEUM & WILDLIFE SANCTUARY PUBLIC RESTROOM REMODEL | $100,000 |
| HOMEWARD BOUND INC | ||||||
| PO BOX 222194 | DALLAS | TX | 75222 | PC | RENOVATION DEDICATED TO JUSTICE-INVOLVE CLIENTS | $50,000 |
| JESUIT COLLEGE PREPARATORY SCHOOL OF DALLAS | ||||||
| 12345 INWOOD ROAD | DALLAS | TX | 75244 | PC | FRONT-OF-SCHOOL REBUILD | $250,000 |
| JEWISH FAMILY SERVICE OF DALLAS INCORPORATED | ||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | PC | VISION FOR A HEALTHIER COMMUNITY | $500,000 |
| JONATHAN'S PLACE | ||||||
| PO BOX 140085 | DALLAS | TX | 752140085 | PC | UPDATES AND REPAIRS TO ACCOMMODATE EXPANDED SERVICES | $100,000 |
| JPS FOUNDATION | ||||||
| 1223 S MAIN STREET | FORT WORTH | TX | 76104 | SO | MOBILE MEDICAL UNIT FOR INTENSIVE PRIMARY CARE PROGRAM FOR HIGH UTILIZERS OF THE JPS EMERGENCY DEPARTMENT AND HOSPITAL | $100,000 |
| LIGHTPATH HEALTH - CATALYST CARES FOUNDATION | ||||||
| 1914 SKILLMAN ST STE 110-169 | DALLAS | TX | 75206 | PC | CEDAR CREST COMMUNITY CENTER | $50,000 |
| LUTHERAN SECONDARY ASSOCIATION OF DALLAS | ||||||
| 8494 STULTS ROAD | DALLAS | TX | 75243 | PC | ARISE & BUILD CAPITAL CAMPAIGN | $100,000 |
| MANE GAIT | ||||||
| 4261 E UNIVERSITY DR 30-253 | PROSPER | TX | 75078 | PC | THE BEACON PROJECT AT MANEGAIT | $250,000 |
| MARY CROWLEY CANCER RESEARCH | ||||||
| 12222 MERIT DRIVE SUITE 1500 | DALLAS | TX | 752510000 | PC | CAPITAL NEEDS AT PATIENT CLINIC | $50,000 |
| MARY IMMACULATE CATHOLIC SCHOOL | ||||||
| 14032 DENNIS LANE | FARMERS BRANCH | TX | 75234 | GROUP | PARISH HALL LIGHTING | $15,000 |
| MEDISEND COLLEGE | ||||||
| 9244 MARKVILLE DR | DALLAS | TX | 75243 | PC | GENERAL RICHARD B. MYERS VETERANS PROGRAM | $75,000 |
| MENTAL HEALTH AMERICA OF GREATER DALLAS | ||||||
| 2824 SWISS AVENUE 3 | DALLAS | TX | 75204 | PC | MHA OF GREATER DALLAS CAPITAL | $10,000 |
| MESORAH HIGH SCHOOL FOR GIRLS | ||||||
| 12712 PARK CENTRAL DRIVE SUITE B190 | DALLAS | TX | 75251 | PC | EXPANDING OPPORTUNITIES FOR CULTURALLY AFFIRMING EDUCATION FOR JEWISH YOUNG WOMEN IN DALLAS | $100,000 |
| METHODIST HEALTH SYSTEM FOUNDATION | ||||||
| 1441 N BECKLEY AVENUE | DALLAS | TX | 75203 | PC | WOMEN'S AND CHILDREN'S SERVICES: SCHENKEL TOWER 3RD FLOOR TRANSFORMATION, LABOR AND DELIVERY UNIT AT METHODIST DALLAS MEDICAL CENTER | $500,000 |
| MOMENTOUS INSTITUTE INC | ||||||
| 106 EAST 10TH STREET | DALLAS | TX | 752032236 | SO | CLASSROOM UPGRADES WITH INTERACTIVE SCREENS | $80,000 |
| MOMMIES IN NEED | ||||||
| 2900 LIVE OAK STREET | DALLAS | TX | 752040000 | PC | CAPITAL CONSTRUCTION FOR ANNIE'S PLACE AT THE MEADOWS FOUNDATION | $85,000 |
| MOSAIC FAMILY SERVICES | ||||||
| 12225 GREENVILLE AVENUE SUITE 800 | DALLAS | TX | 75243 | PC | MOSAIC HOUSE SHELTER - PURCHASE CAPITAL ITEMS ONLY | $15,000 |
| NORTH TEXAS FOOD BANK | ||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | PC | HUMANITARIAN GRANT - TO BE DISTRIBUTED TO QUALIFYING ORGANIZATIONS | $250,000 |
| OAK CLIFF EMPOWERED INC | ||||||
| 400 SOUTH ZANG BLVD C-59 | DALLAS | TX | 75208 | PC | OAK CLIFF WORKS TECHNOLOGY NEEDS | $33,000 |
| OAK CLIFF SOCIETY OF FINE ARTS | ||||||
| P O BOX 222332 | DALLAS | TX | 752220000 | PC | ART + HOUSE CAPITAL CAMPAIGN- CAPITAL REPAIRS | $25,000 |
| PARKLAND FOUNDATION | ||||||
| 1341 W MOCKINGBIRD LANE 1100 | DALLAS | TX | 752476913 | PC | RICHLAND HEALTH CENTER AT DALLAS COLLEGE: EXPANDING HEALTHCARE ACCESS IN DALLAS COUNTY | $500,000 |
| PEDIPLACE | ||||||
| 502 S OLD ORCHARD LANE SUITE 126 | LEWISVILLE | TX | 75067 | PC | CAPACITY BUILDING PROGRAMS TO INCREASE THE NUMBER OF LOW-INCOME CHILDREN RECEIVING QUALITY HEALTH CARE | $35,000 |
| RESOURCE CENTER OF DALLAS INC | ||||||
| 5750 CEDAR SPRINGS ROAD | DALLAS | TX | 752190869 | PC | RESOURCE CENTER HEALTH CAMPUS | $50,000 |
| RETINA FOUNDATION OF THE SOUTHWEST | ||||||
| 9600 N CENTRAL EXPY STE 200 | DALLAS | TX | 752315080 | PC | PURCHASE OF AN OPTICAL COHERENCE TOMOGRAPHY (OCT) NON-INVASIVE IMAGING TEST USED ROUTINELY TO ASSESS PATIENTS MACULAR DEGENERATION AND INHERITED RETINAL WITH AGE-RELATED DISEASES | $75,000 |
| SOUTHERN DALLAS LINK INC | ||||||
| 3662 W CAMP WISDOM ROAD 2044 | DALLAS | TX | 75237 | PC | SHUTTLE BUS FOR SOUTHERN DALLAS LINK | $50,000 |
| STOREY LANE INDEPENDENT LIVING INC | ||||||
| 2826 STOREY LANE | DALLAS | TX | 75220 | PC | STOREY LANE RESIDENTIAL UPDATES: RENEW, REFRESH, AND RESTORE | $50,000 |
| TEACH FOR AMERICA INC | ||||||
| 3000 PEGASUS PARK DR 1045 | DALLAS | TX | 75247 | PC | BUILDING COMMUNITY AT PEGASUS PARKS WATER COOLER | $25,000 |
| THE CONCILIO | ||||||
| 650 FORT WORTH AVENUE SUITE 250 | DALLAS | TX | 75208 | PC | THE CONCILIO'S IT INFRASTRUCTURE UPDATE | $50,000 |
| THE GATEHOUSE | ||||||
| PO BOX 398 | GRAPEVINE | TX | 760990000 | PC | CAMPUS SECURITY UPGRADE | $75,000 |
| THE HIGHLANDS SCHOOL | ||||||
| 1451 EAST NORTHGATE DRIVE | IRVING | TX | 75062 | PC | BETTER LEARNING THROUGH ENERGY EFFICIENCY | $100,000 |
| TRAC | ||||||
| 3108 LIVE OAK STREET | DALLAS | TX | 752046174 | PC | START UP CAPITAL FOR TRAC INDEPENDENCE CAMPAIGN | $100,000 |
| UNIVERSITY OF TEXAS AT AUSTIN MCDONALD OBSERVATORY | ||||||
| 2515 SPEEDWAY STOP C1402 | AUSTIN | TX | 78712 | PC | MCDONALD OBSERVATORY CAPITAL CAMPAIGN EXHIBIT RENOVATIONS | $100,000 |
| UPLIFT EDUCATION | ||||||
| 3000 PEGASUS PARK DR SUITE 1100 | DALLAS | TX | 75247 | PC | UPLIFT GRADUS PREKINDERGARTEN | $250,000 |
| VICKERY TRADING COMPANY | ||||||
| PO BOX 820183 | DALLAS | TX | 75382 | PC | VICKERY TRADING COMPANYS (VTC'S) COMPREHENSIVE PROGRAM, EMPOWERING REFUGEE WOMEN AND FAMILIES TO THRIVE. | $15,000 |
| VOGEL | ||||||
| 1738 GANO ST | DALLAS | TX | 752151210 | PC | MOVING FAMILIES FROM CRISIS TO THRIVING CAPITAL CAMPAIGN | $250,000 |
| WIPE OUT KIDS CANCER INC | ||||||
| 1349 EMPIRE CENTRAL DR STE 100 | DALLAS | TX | 752474047 | PC | BUDDY BAG PROGRAM - IPADS | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,223,000 | 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 | $4,309,709 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,334,124 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,643,833 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,643,833 | 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 | $45,770 | $27,462 | $18,308 |
| 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 | $39,485,029 | $38,324,753 |
| EQUITY SECURITIES | AT COST | $65,204,049 | $96,184,366 |
| ALTERNATIVE INVESTMENTS | AT COST | $29,647,492 | $33,265,063 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOLLAND & KNIGHT LLP | CategoryTxt |
| Legal Fees | $21,833 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,833 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTMAKING EXPENSE | $420,843 | $0 | $420,843 |
| PARTNERSHIP EXPENSES | $47,520 | $47,520 | $0 |
| INSURANCE | $27,837 | $16,702 | $11,135 |
| OTHER INVESTMENT FEE | $715 | $715 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP TO TAX DIFFERENCES | Desc |
| Amt | $640,867 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT CONSULTING - KAREN SHUFORD | $35,000 | $0 | $35,000 |
| INVESTMENT ADVISORY FEES | $233,273 | $233,273 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ESTIMATES | $185,000 | $0 | $0 |
| FOREIGN TAXES | $103,591 | $103,591 | $0 |
Comments