THE STALLINGS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE STALLINGS FOUNDATION (EIN 75-2887491)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349103885
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T14:47:01-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 N PEARL ST STE 2000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752012493 | 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 | 752887491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STALLINGS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAL | BusinessNameControlTxt |
| Phone | 2143858441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5550 GRANITE PARKWAY 260 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA STALLINGS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2143858441 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN COLLINS III | PreparerPersonNm |
| PTIN | P00855492 | PTIN |
| Phone | 2149991400 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,393,600 | 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 | $176,096 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,846 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $349,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $349,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$342,658 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,240,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$150,287 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$149,292 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $33,059 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $220,462 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $125,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,528 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,966 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $9,562 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,065 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,966 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $156,627 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $564,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $564,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $727,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,966 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $720,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$694,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,496 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,386,845 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $162,724 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $162,724 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,081,432 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,768,298 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,221,248 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,009,628 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,009,628 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,468,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,940,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,393,600 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $890,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $890,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,777,916 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,777,916 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$309,639 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,727,266 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,468,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,050,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,468,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,940,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,468,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$694,534 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,773,743 | SubtotalAmt |
| Other Decreases | $2,723,093 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,050,650 | 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 |
|---|---|---|---|---|---|
| WELLS FARGO #1844 - ST | P | $3,019,333 | $3,100,354 | -$81,021 | -$81,021 |
| WELLS FARGO #1844 - LT | P | $1,446,035 | $1,703,399 | -$257,364 | -$257,364 |
| WELLS FARGO #0369 - ST | P | $1,774,697 | $1,779,298 | -$4,601 | -$4,601 |
| WELLS FARGO #1844 - CAPITAL GAIN DISTRIBUTION | P | $328 | $328 | $328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$342,658 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$85,294 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,968 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,968 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,968 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $694 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,694 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $120 | EsPenaltyAmt |
| Overpayment | $4,606 | OverpaymentAmt |
| Applied To ES Tax | $4,606 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | STALLINGSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MELISSA STALLINGS | IndividualWithBooksNm |
| Phone | 2143858441 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5550 GRANITE PARKWAY STE 260 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT W STALLINGS | ||||||||
| 5550 GRANITE PARKWAY STE 260 | PLANO | TX | 75024 | CHAIRMAN | 3.00 | $0 | $0 | $0 |
| LINDA E STALLINGS | ||||||||
| 5550 GRANITE PARKWAY STE 260 | PLANO | TX | 75024 | VICE-CHAIR / TREASURER | 5.00 | $0 | $0 | $0 |
| MELISSA STALLINGS | ||||||||
| 5550 GRANITE PARKWAY STE 260 | PLANO | TX | 75024 | EXECUTIVE DIRECTOR | 40.00 | $125,000 | $0 | $0 |
| LINDSEY STUART | ||||||||
| 5550 GRANITE PARKWAY STE 260 | PLANO | TX | 75024 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| KERI NUTTING | ||||||||
| 5550 GRANITE PARKWAY STE 260 | PLANO | TX | 75024 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT BRUTCHER | ||||||||
| 5550 GRANITE PARKWAY STE 260 | PLANO | TX | 75024 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSHUA BRUTCHER | ||||||||
| 5550 GRANITE PARKWAY STE 260 | PLANO | TX | 75024 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SEAN STUART | ||||||||
| 5550 GRANITE PARKWAY STE 260 | PLANO | TX | 75024 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $13,092,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $616,202 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,009,628 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,718,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,718,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $220,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,497,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $724,880 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $724,880 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,968 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,968 | TotalTaxAmt |
| Distributable Before Adj | $721,912 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $721,912 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $721,912 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $720,627 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $720,627 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $721,912 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $327,769 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $720,627 | QualifyingDistributionsAmt |
| Applied To Year1 | $327,769 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $392,858 | 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 | $329,054 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT W STALLINGS | ContributingManagerNm |
| Contributing Manager | LINDA E STALLINGS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELISSA STALLINGS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5550 GRANITE PARKWAY STE 260 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143858441 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@STALLINGSFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | VISIT STALLINGSFOUNDATION.ORG FOR DETAILS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VISIT STALLINGSFOUNDATION.ORG FOR DETAILS | SubmissionDeadlinesTxt |
| Restrictions On Awards | VISIT STALLINGSFOUNDATION.ORG FOR DETAILS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| EMBRACE TEXAS | ||||||
| 703 S TENNESSEE STREET | MCKINNEY | TX | 75069 | NORTH TX GIVING DAY MATCHING FUNDS | $10,000 | |
| EXODUS MINISTRIES | ||||||
| 4630 MUNGER AVENUE STE 110 | DALLAS | TX | 75204 | NORTH TX GIVING DAY MATCHING FUNDS | $5,000 | |
| FAMILY COMPASS | ||||||
| 4210 JUNIUS STREET | DALLAS | TX | 75246 | GENERAL OPERATING EXPENSES | $30,000 | |
| FRISCO FAMILY SERVICES | ||||||
| PO BOX 1387 | FRISCO | TX | 75034 | FOOD PANTRY | $10,000 | |
| FRISCO FAMILY SERVICES | ||||||
| PO BOX 1387 | FRISCO | TX | 75034 | BACK TO SCHOOL FUN FAIR | $15,000 | |
| HELPING HANDS FOR LITTLE HEARTS | ||||||
| 4305 WINDSOR CENTRE TRAIL 300 | FLOWER MOUND | TX | 75028 | HAPPY CAMPERS PROGRAM | $10,000 | |
| HOUSE OF REFUGE | ||||||
| 6935 E WILLIAMS FIELD RD | MESA | AZ | 85212 | ADOPT A HOME | $15,000 | |
| HOUSE OF REFUGE | ||||||
| 6935 E WILLIAMS FIELD RD | MESA | AZ | 85212 | HOLIDAY PROGRAM | $2,500 | |
| INCARNATION HOUSE | ||||||
| 4061 NORTH CENTRAL EXPRESSWAY | DALLAS | TX | 75204 | STUDENT COLLEGE VISITS | $5,000 | |
| MENTOR KIDS USA | ||||||
| 1776 N SCOTTSDALE RD STE 1148 | SCOTTSDALE | AZ | 85252 | SUMMER ENRICHMENT CAMP - MATCHING GRANT | $15,000 | |
| MENTOR KIDS USA | ||||||
| 1776 N SCOTTSDALE RD STE 1148 | SCOTTSDALE | AZ | 85252 | SUMMER ENRICHMENT CAMP | $15,000 | |
| NEXUS | ||||||
| 8733 LA PRADA DRIVE | DALLAS | TX | 75228 | PATHWAY TO POSSIBILITIES ($150,000 OVER 5 YEARS - INSTALLMENT 2) | $30,000 | |
| NOMI NETWORK | ||||||
| PO BOX 3026 MOCKINGBIRD LANE SUITE | DALLAS | TX | 75205 | DALLAS YOUTH WORKFORCE DEVELOPMENT PROGRAM | $10,000 | 102 |
| YOUTH 180 | ||||||
| 201 S TYLER STREET | DALLAS | TX | 75208 | NORTH TX GIVING DAY MATCHING FUNDS | $10,000 | |
| YOUTH 180 | ||||||
| 201 S TYLER STREET | DALLAS | TX | 75208 | SUD LEAD CLINICIAN | $70,000 | |
| SOJOURNER CENTER | ||||||
| PO BOX 20156 | PHOENIX | AZ | 85036 | DOMESTIC VIOLENCE PROGRAM | $10,000 | |
| KITCHEN ON THE STREET | ||||||
| 2650 E MOWHAWK LANE 168 | PHOENIX | AZ | 85050 | WEEKEND FOOD PROGRAM | $7,500 | |
| FT WORTH MUSEUM OF SCIENCE AND HISTORY | ||||||
| 1600 GENDY STREET | FT WORTH | TX | 76107 | CAMP SCHOLARSHIPS | $4,000 | |
| CHRISTIAN COMMUNITY ACTION | ||||||
| 200 SOUTH MILL STREET | LEWISVILLE | TX | 75037 | EMERGENCY FINANCIAL ASSISTANCE FUND | $10,000 | |
| INCARNATION HOUSE | ||||||
| 4061 NORTH CENTRAL EXPRESSWAY | DALLAS | TX | 75204 | SUMMER ENRICHMENT ACTIVITIES | $5,000 | |
| FAMILY GATEWAY | ||||||
| 1421 MOCKINGBIRD LANE STE C | DALLAS | TX | 75247 | GENERAL OPERATING EXPENSES | $10,000 | |
| YOUTH WORLD | ||||||
| PO BOX 210858 | DALLAS | TX | 75211 | BACK TO SCHOOL PROGRAM | $2,000 | |
| SHARE OUR STRENGTH | ||||||
| PO BOX 715475 | PHILADELPHIA | PA | 19171 | NO KID HUNGRY | $2,500 | |
| NEXUS | ||||||
| 8733 LA PRADA DRIVE | DALLAS | TX | 75228 | RECOVERY RISING CAMPAIGN ($1,000,0000 OVER 5 YEARS) | $200,000 | |
| FRISCO FAMILY SERVICES | ||||||
| PO BOX 1387 | FRISCO | TX | 75034 | NORTH TX GIVING DAY MATCHING FUNDS | $25,000 | |
| FRISCO FAMILY SERVICES | ||||||
| PO BOX 1387 | FRISCO | TX | 75034 | HOLIDAY PROGRAM | $32,000 | |
| SHEPHERD INN | ||||||
| 4112 JUNIUS STREET | DALLAS | TX | 75246 | HOUSING SUPPPORT | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $564,000 | 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 | $176,096 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $349,908 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$342,658 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $183,346 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,346 | 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 FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO #0369 - STOCKS, OPTIONS, & EFTS | $5,220,633 | $7,671,688 |
| WELLS FARGO #0369 - FIXED INCOME SECURITIES | $3,001,125 | $2,987,220 |
| WELLS FARGO #0369 - MUTUAL FUNDS | $1,900,000 | $1,900,000 |
| WELLS FARGO #0369 - PREFERREDS/FIX RATE CAP SECURITIES | $646,540 | $662,340 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CRESECENT UPTOWN HOTEL PARTNERS | AT COST | $348,551 | $348,551 |
| GPIF CCG HOTEL PARTNERS | AT COST | $479,633 | $479,633 |
| GPIF ORLANDO HOTEL PARTNERS | AT COST | $181,444 | $181,444 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS - REVERT TO COST BASIS BOOKS FOR BALANCE SHEET | Desc |
| Amt | $2,723,093 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $14,065 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,065 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME (LOSS) | Desc |
| Revenue And Expenses Per Books | -$150,287 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$149,292 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN WITHHOLDING | $1,966 | $1,966 | $0 | $0 |
| FEDERAL EXCISE TAX | $5,000 | $5,000 | $0 | $0 |
| PAYROLL TAXES | $9,562 | $0 | $0 | $9,562 |
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