PARTNERSHIP FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERSHIP FOUNDATION (EIN 75-2796975)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-30
- IRS object ID
- 202432749349100953
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-30T15:02:17-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752787072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARROLL A GEDDIE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4246 W LOVERS LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752091376 | 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 | 752796975 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PARTNERSHIP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 2149795616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6031 WOODLAND DRIVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752252834 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES FP WAGLEY | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2149795616 | PhoneNum |
| Signature | 2024-09-16 | 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 | CARROLL A GEDDIE | PreparerPersonNm |
| PTIN | P00714197 | PTIN |
| Phone | 2143692130 | PhoneNum |
| Preparation | 2024-09-30 | PreparationDt |
| 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 | $5,225,532 | 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 |
| Interest On Sav Rev And Expnss | $21,778 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,778 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $21,778 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $92,951 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,951 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $92,951 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $536,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,136 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $164,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,865 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $114,729 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,541 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,636 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,905 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,383 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,383 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,500 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,437 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,437 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $43,861 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,905 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $221,633 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $221,633 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,494 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,538 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$100,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,909 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $114,729 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,802 | CashBOYAmt |
| Cash EOY | $24,458 | CashEOYAmt |
| Cash EOYFMV | $24,458 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $779,605 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,080 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,079 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $573,807 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $578,417 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,422,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,504,640 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,569,271 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,092,695 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,092,695 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,997,121 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,716 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,186 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,186 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,352,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,251,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,225,532 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,352,197 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,251,866 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,352,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,251,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,352,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,251,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,352,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$100,629 | ExcessRevenueOverExpensesAmt |
| Other Increases | $298 | OtherIncreasesAmt |
| Subtotal | $3,251,866 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,251,866 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| VARIOUS ST COVERED SALES | P | $231,789 | $233,235 | -$1,446 | -$1,446 | ||
| VARIOUS ST COVERED SALES | P | $7,107 | $10,858 | -$3,751 | -$3,751 | ||
| VARIOUS LT COVERED SALES | P | $71,683 | $62,759 | $8,924 | $8,924 | ||
| VARIOUS ST COVERED SALES | P | $50,542 | $51,248 | -$706 | -$706 | ||
| LONZA GROUP | P | $10 | $10 | 2023-05-11 | 2023-05-11 | ||
| VARIOUS LT COVERED SALES | P | $66,597 | $48,765 | $17,832 | $17,832 | ||
| VARIOUS ST COVERED SALES | P | $4,659 | $4,232 | $427 | $427 | ||
| VARIOUS LT COVERED SALES | P | $104,590 | $75,754 | $28,836 | $28,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,136 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,476 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,750 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,750 | SubtotalAmt |
| Tax Based On Investment Income | $1,750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,547 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,547 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,797 | OverpaymentAmt |
| Applied To ES Tax | $1,797 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES FP WAGLEY | IndividualWithBooksNm |
| Phone | 2149795616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6031 WOODLAND DRIVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| JAMES FP WAGLEY | ||||||||
| 6031 WOODLAND DRIVE | DALLAS | TX | 75225 | SECRETARY | 000.00 | $0 | $0 | $0 |
| SUE WAGLEY | ||||||||
| 6031 WOODLAND DRIVE | DALLAS | TX | 75225 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| ELIZA WAGLEY | ||||||||
| 6222 LAVENDALE AVE | DALLAS | TX | 75230 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,518,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $452,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,951 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,977,262 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,977,262 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,902,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,750 | TotalTaxAmt |
| Distributable Before Adj | $243,380 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $243,380 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $243,380 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,538 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $226,538 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,380 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $7,984,190 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,984,190 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $226,538 | QualifyingDistributionsAmt |
| Applied To Current Year | $226,538 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $16,842 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,842 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,967,348 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,967,348 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,967,348 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARISE AFRICA | |||||||
| 2122 KIDWELL STE 207 | DALLAS | TX | 75214 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 |
| BRAINUP | |||||||
| PO BOX 244 | FRANKFORT | IL | 60423 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| CAMP JOHN MARC | |||||||
| 2100 MCKINNEY AVE STE 700 | DALLAS | TX | 75201 | NONE | PUBLIC | GENERAL SUPPORT | $10,500 |
| DEERFIELD ACADEMY | |||||||
| 7 BOYDEN LANE | DEERFIELD | MA | 01342 | NONE | PRIVATE | GENERAL SUPPORT | $5,000 |
| FRIENDS OF MINERAL WELLS DOG PARK | |||||||
| 116 NW 4TH STREET AVE | MINERAL WELLS | TX | 76067 | NONE | PUBLIC | GENERAL SUPPORT | $75,000 |
| HEALTHY FUTURES OF TEXAS | |||||||
| 2300 W COMMERCE ST 212 | SAN ANTONIO | TX | 78207 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| MADISON VALLEY MEDICAL CENTER FOUND | |||||||
| PO BOX 993 | ENNIS | MT | 59729 | NONE | PUBLIC | GENERAL SUPPORT | $500 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PUBLIC | GENERAL SUPPORT | $3,333 |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | NONE | PUBLIC | GENERAL SUPPORT | $300 |
| PLANNED PARENTHOOD | |||||||
| 9100 N CENTRAL EXPWY 169 | DALLAS | TX | 75231 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| SAINT MICHAELS & ALL ANGELS | |||||||
| 8011 DOUGLAS AVENUE | DALLAS | TX | 75225 | NONE | PUBLIC | GENERAL SUPPORT | $100,000 |
| SALESMANSHIP CLUB OF DALLAS | |||||||
| 106 E 10TH ST STE 200 | DALLAS | TX | 75203 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $221,633 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,778 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,951 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,136 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $164,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,865 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,541 | Amt |
| Net Investment Income | $1,636 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,905 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,504,640 | EOYBookValueAmt |
| EOYFMV | $2,569,271 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $573,807 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $578,417 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,092,695 | BookValueAmt |
| EOYFMV | $1,997,121 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $6,716 | BOYBookValueAmt |
| EOY Book Value | $7,186 | EOYBookValueAmt |
| EOYFMV | $7,186 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $538 | $538 |
| ACCRUED INTEREST PAID | $4,899 | $4,899 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $298 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $30,383 | Amt |
| Net Investment Income | $30,383 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
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