ROWLING FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROWLING FOUNDATION (EIN 73-6351612)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202413139349101201
- 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
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T11:04:49-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736351612 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROWLING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROWL | BusinessNameControlTxt |
| Phone | 2142838500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MAPLE AVE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRAVIS B ROWLING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2142838500 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| 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 | $67,530,412 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,934,462 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,032,045 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,032,045 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,056 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,663,581 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,056 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,710 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,710 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,116,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,181,811 | 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 |
| Taxes Rev And Expnss | $6,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,100 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $251,320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $251,320 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $257,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $257,420 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,208,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,208,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,466,253 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $257,420 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,208,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,650,020 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,924,391 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,490,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,521,487 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,521,487 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $3,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $14,697,645 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,177,053 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,008,925 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $45,188,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,698,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,530,412 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $80,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,000 | 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 | $45,188,504 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,618,540 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,188,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,618,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,188,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,698,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,188,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,650,020 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,838,524 | SubtotalAmt |
| Other Decreases | $219,984 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,618,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| STOCK SALES FIDELITY INVESTMENTS | 2023-03-01 | 2023-11-08 | $7,724,495 | $7,327,281 | $397,214 | $397,214 |
| STOCK SALES FIDELITY INVESTMENTS | 2023-01-19 | 2023-10-16 | $5,694,052 | $5,691,046 | $3,006 | $3,006 |
| STOCK SALES FIDELITY INVESTMENTS | 2021-08-12 | 2023-10-16 | $929,376 | $1,136,916 | -$207,540 | -$207,540 |
| FROM ENERGY TRANSFER K-1 | 2020-01-17 | 2023-12-31 | $56,092 | -$56,092 | -$56,092 | |
| FROM ENERGY TRANSFER K-1 1231 GAIN | 2021-08-06 | 2023-12-31 | $532 | -$532 | -$532 | |
| STOCK SALES FIDELITY INVESTMENTS | 2023-01-19 | 2023-01-15 | $315,658 | $315,658 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,056 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,649 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,649 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,649 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,787 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,750 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,537 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,888 | OverpaymentAmt |
| Applied To ES Tax | $2,888 | 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 | WWW.ROWLINGFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANETT O'DWYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142838500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MAPLE AVE SUITE 500 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 (4 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 B ROWLING | ||||||||
| 4001 MAPLE AVE SUITE 600 | DALLAS | TX | 75219 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TERRY H ROWLING | ||||||||
| 4001 MAPLE AVE SUITE 600 | DALLAS | TX | 75219 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CARRIE A ROWLING | ||||||||
| 4001 MAPLE AVE SUITE 600 | DALLAS | TX | 75219 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TRAVIS BLAKE ROWLING | ||||||||
| 4001 MAPLE AVE SUITE 600 | DALLAS | TX | 75219 | TRUSTEE | 2.00 | $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 | $24,963,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,260,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,223,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,223,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $723,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,500,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,375,024 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,375,024 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,649 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,649 | TotalTaxAmt |
| Distributable Before Adj | $2,334,375 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,334,375 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,334,375 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,208,833 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,208,833 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,334,375 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,094,496 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,605,597 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,021,265 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,935,398 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,656,756 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,208,833 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,334,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,874,458 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $46,531,214 | 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 | $12,094,496 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,436,718 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,605,597 | ExcessFromYear4Amt |
| Excess From Year3 | $2,021,265 | ExcessFromYear3Amt |
| Excess From Year1 | $1,935,398 | ExcessFromYear1Amt |
| Excess From Current Year | $4,874,458 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT B ROWLING | ContributingManagerNm |
| Contributing Manager | TERRY H ROWLING | ContributingManagerNm |
| Contributing Manager | CARRIE A ROWLING | ContributingManagerNm |
| Contributing Manager | TRAVIS BLAKE ROWLING | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACT - ADVOCATES FOR COMMUNITY | |||||||
| PO BOX 25225 | DALLAS | TX | 75222 | NONE | PC | EQUIP BRAVE MEN AND WOMEN IN COMMUNITIES TO FIGHT CRIME ON THEIR STREETS USING CIVIL JUSTICE SYSTEM | $150,000 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | COMMITTED TO SAVING LIVES OF UNBORN AND ENSURING THAT THEIR MOTHERS FLOURISH | $250,000 |
| AMERICA FIRST POLICY | |||||||
| 1001 PENNSYLVANIA AVE STE 530 | WASHINGTON | DC | 20004 | NONE | PC | TO PROMOTOE THE PRINCIPLES OF LIBERTY, FREE ENTERPRISE, NATIONAL GREATNESS, AND THE PRIMACY OF AMERICAN WORKERS, FAMILIES, AND COMMUNITIES | $100,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT OUR SCHOLARS TOP-FLIGHT RESEARCH AND COMMENTARY | $25,000 |
| BEHIND EVERY DOOR MINISTRIES | |||||||
| 2824 SWISS AVENUE | DALLAS | TX | 75075 | NONE | PC | RUN COMMUNITY CENTERS TO HELP PEOPLE DISCOVER THEIR GIFTS AND PURPOSE, NUTURE THOSE AND OVERCOME BARRIERS | $1,000,000 |
| BETTERMAN | |||||||
| 2525 KNIGHT STREET SUITE 300 | DALLAS | TX | 75219 | NONE | PC | TO HELP GENERATION OF MEN ACHIEVE THE GOAL OF BECOMING BETTER MEN IN GOD'S EYES | $25,000 |
| BIENVENIDO | |||||||
| 3626 N HALL ST SUITE 610 | DALLAS | TX | 75219 | NONE | PC | TO CELEBRATE AND UPLIFT CULTURAL VALUES FOUND IN THE HISPANIC COMMUNITY | $40,000 |
| BILLY GRAHAM EVANGELISTIC ASSOC | |||||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 28201 | NONE | PC | TO SUPPORT AND EXTEND THE EVANGEKISTIC CALLING AND MINISTRY OF FRANKLIN GRAHAM | $25,000 |
| BRADLEY IMPACT FUND | |||||||
| 1400 N WATER STREET SUITE 300 | MILWAUKEE | WI | 53202 | NONE | PC | TO SUPPORT WELL-CONSIDERED IDEAS AND STRATEGIC POLICIES AND THEIR EFFECTIVE IMPLEMENTATION BY LEADERS AT THE LOCAL, STATE, AND NATIONAL LEVELS | $60,000 |
| BRADFIELD PTA | |||||||
| 4300 SOUTHERN AVENUE | DALLAS | TX | 75205 | NONE | PC | TO HELP BRING PARENTS, TEACHERS, AND CHILDREN INTO CLOSER RELATIONSHIPS BY SPONSORING ACITIVITES TO ENHANCE THE SCHOOL EXPERIENCE | $5,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | NONE | PC | PROVIDE SERVICE DOGS TO ADULTS, CHILDREN AND VETERANS WITH DISABILITIES | $5,000 |
| CHILDREN'S HUNGER FUND | |||||||
| 13931 BALBOA BLVD | LOS ANGELES | CA | 75229 | NONE | PC | TO HELP DEPRIVED, EXCLUDED, AND VULNERABLE CHILDREN HAVE THE CAPICITY TO IMRPOVE THEIR LIVES AND THE OPPORTUNITY TO BECOME YOUNG ADULTS | $100,000 |
| COUNCIL FOR LIFE | |||||||
| 4516 LOVERS LANE POB 103 | DALLAS | TX | 75225 | NONE | PC | RAISE PUBLIC AWARNESS OF COMPLEX ISSUES THAT SURROUND UNPLANNED PREGNANCIES AND PROVIDE FINANCIAL SUPPORT TO AGENCIES THAT SHARE THE MISSION | $25,000 |
| CURE INTERNATIONAL | |||||||
| 477 LIMEKILN ROAD | NEW CUMBERLAND | PA | 17070 | NONE | PC | PROVIDE SURGICAL CARE TO CHILDREN WORLDWIDE LIVING WITH TERRIBLE DISABILITIES | $100,000 |
| DALLAS 24 HOUR CLUB | |||||||
| 4636 ROSS AVE | DALLAS | TX | 75204 | NONE | PC | PROVIDE TRANSITIONAL LIVING SUPPORT SERVICES AND ESSENTIAL LIFE SKILLS FOR HOMELESS ALCHOLICS AND ADDICTS TO EMBRACE LONG TERM SOBRIETY | $10,000 |
| DALLAS ARBORETUM | |||||||
| 8525 GARLAND ROAD | DALLAS | TX | 75218 | NONE | PC | SUPPORT THE GARDEN WHICH BRINGS VALUE TO THE COMMUNITT | $10,000 |
| DALLAS THEOLOGICAL SEMINARY | |||||||
| 3909 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | TO GLORIFY GOD BY EQUIPPING GODLY SERVANTS-LEADERS TO PROCLAIM HIS WORK AND BUILD UP THE BODY OF CHRIST WORLDWIDE | $110,000 |
| DISTINCTLY HIS MINSITRIES | |||||||
| PO BOX 764493 | DALLAS | TX | 75376 | NONE | PC | TO HELP WOTH PROGRAMS AND MENTO THOSE FROM IMPOVERISHED AREAS TO HELP THEM SUCCEED | $15,000 |
| EAST WEST MINISTRIES | |||||||
| 2001 W PLANO PKWY SUITE 3000 | PLANO | TX | 75075 | NONE | PC | PROVIDE FINANCIAL SUPPORT TO MOBILIZE THE BODY OF CHRIST AMONG THE WORLD | $250,000 |
| EDIFY | |||||||
| DEPT 2410 PO BOX 986500 | BOSTON | MA | 02298 | NONE | PC | PROVIDE LOAN CAPITAL FOR LOW-FEE INDEPENDENT SCHOOLS IN DOMINICAN REPUBLIC AND GHANA | $110,000 |
| ELIZABETH TOON FOUNDATION | |||||||
| 8343 DOUGLAS AVE STE 100 | DALLAS | TX | 75234 | NONE | PC | SUPPORT ORGANIZATIONS THAT PROVIDE EDUCATION, ASSISTANCE, COMFORT AND THERAPY TO CHILDREN IMPACTED BY GRIEF, POVERTY, ABUSE, DISABILITIES AND TERMINAL ILLNESS | $25,000 |
| ELAM MINISTRIES | |||||||
| 5755 NORTH POINT PKWY SUITE 217 | ALPHARETTA | GA | 30022 | NONE | PC | STRENGTHEN AND EXPAND THE CHURCH IN THE IRAN REGION AND BEYOND | $75,000 |
| FAMILY LEGACY MISSIONS INTERNATIONAL | |||||||
| 3030 LBJ FREEWAY STE 1400 | DALLAS | TX | 75234 | NONE | PC | PROVIDE HOPE TO CHILDREN IN ZAMBIA BY INVESTING INTO THEIR EDUCATION, SPIRITUAL GROWTH AND PHYSICAL WELL BEING | $60,000 |
| FELLOWSHIP OF ISRAEL RELATED MINISTRIES | |||||||
| 2141 MILL ROAD | NOVATO | CA | 94947 | NONE | PC | TO EMPOWER LOCAL MINISTRIES TO TRANSFORM LIVES IN ISREAL WITH THE LOVE OF JESUS | $200,000 |
| FIRST BAPTIST DALLAS | |||||||
| 1707 SAN JACINTO | DALLAS | TX | 75201 | NONE | PC | TRANSFORMING THE WORLD WITH GOD'S WORD ONE LIFE AT A TIME | $350,000 |
| FIRST LIBERTY INSTITUE | |||||||
| 2001 W PLANO PKWY SUITE 1600 | PLANO | TX | 75075 | NONE | PC | LEGAL ORGANIZATION DEDICATED TO DEFENDING RELIGIOUS LIBERTY FOR ALL AMERICANS | $50,000 |
| FRIENDS OF KATY TRAIL | |||||||
| 3102 MAPLE AVE STE 320 | DALLAS | TX | 75201 | NONE | PC | RAISE FUNDS NEEDED TO MAINTAIN AND IMPROVE THE TRAIL FOR THE BENFIT OF DALLAS CITIZENS AND VISITORS | $10,000 |
| THE GATEHOUSE | |||||||
| PO BOX 736886 | DALLAS | TX | 75373 | NONE | PC | GIVES WOMEN AND CHILDREN A HAND UP FOR PERMANENET, POSITIVE CHANGE AND PERMANENET SELF SUSTAINABILITY | $41,000 |
| HIGHLANDS COLLEGE | |||||||
| 3660 GRANDVIEW PKWY | BIRMINGHAM | AL | 35243 | NONE | PC | TO HELP TRAIN AND SEND OUT WORKERS FOR THE INSTITUTIONAL ADVANCEMENT OF THE COLLEGE | $5,000 |
| HILL COUNTY DISTRICT JR LIVESTOCK SHOW | |||||||
| 5100 SAN ANTONIO HIGHWAY | KERRVILLE | TX | 78028 | NONE | PC | TO SUPPORT THE GRANDSTANDSHOW FOR TODAY AND FOR THE FUTURE | $100,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PC | TEACHES A LIBERAL ARTS CURRICULUM NECCESSARY FOR PRESERVING THE BLESSINGS OF CIVIL AND RELIGIOUS LIBERTY | $833,333 |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | PC | SEEKS TO IMPROVE HUMAN CONDITION BY ADVANCING IDEAS THAT PROMOTE ECONOMIC OPPORTUNITY AND PROSPERITY WHILE SECURING AND SAFEGUARDING PEACE FOR AMERICA AND ALL MANKIND | $25,000 |
| HOPE FARM INC | |||||||
| 865 E RAMSEY AVENUE | FORT WORTH | TX | 76104 | NONE | PC | GUIDES AT RISK BOYS WITHOUT A POSITIVE MALE ROLE MODEL IN THEIR HOME TO BECOME CHRIST-CENTERED MEN OF INTEGRITY AND BREAK CYCLE OF FATHERLESSNESS | $85,000 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DR STE 250 | LANCASTER | PA | 17601 | NONE | PC | GIVES ACCESS TO LIFE SAVING SERVICES AND BUSINESS LOANS TO GIVE PEOPLE THE CHANCE TO WORK AND FEED THEIR FAMILIES | $100,000 |
| I AM A GOLFER FOUNDATION | |||||||
| 1800 SOUTHERLAND AVENUE | DALLAS | TX | 75203 | NONE | PC | TRANSFORM SOUTH DALLAS THROUGH THE PROMOTION OF THE SPORT AND ACTIVITY TO DIVERSE COMMUNITIES | $35,000 |
| JEWEL CHARITY | |||||||
| 3301 HAMILTON AVE STE 121 | FORT WORTH | TX | 76107 | NONE | PC | TO HELP MAKE SURE THAT ALL CHILDREN AT COOK'S CHILDREN ARE PROVIDED HEALTH CARE THEY NEED AND SESERVE | $50,000 |
| KAPPA ALPHA THETA | |||||||
| 3108 UNIVERSITY BLVD | DALLAS | TX | 75205 | NONE | PC | TO HELP SUPPORT THE ORGANIZATION TO NUTURE EACH MEMBER THROUGHOUT HER LIFETIME, OFFERING OPPORTUNITIES FOR INTELLECTUAL AND PERSONAL GROWTH | $25,000 |
| KCBI RADIO - FIRST DALLAS MEDIA | |||||||
| 750 N ST PAUL STREET SUITE 1050 | DALLAS | TX | 75201 | NONE | PC | CHRISITIAN MINISTRY TO PROCLAIM BIBLICAL TRUTH FOUND IN THE WORD OF GOD | $11,000 |
| KERSHAW'S CHALLENGE | |||||||
| 5949 SHERRY LANE SUITE 110 | DALLAS | TX | 75255 | NONE | PC | TRANSFORM AT RISK CHILDREN AND NEIGHBORHOODS THROUGH BENEVOLENCE | $125,000 |
| MAGDALEN HOUSE | |||||||
| 4513 GASTON AVENUE | DALLAS | TX | 75246 | NONE | PC | TO CONITNUE TO HELP INDIVIDUALS WITH ALCOHOLISM ACHIEVE SOBRIETY AND SUSTAIN RECOVERY BASED ON 12-STEO SPIRITUAL PRINCIPLES | $5,000 |
| MD ANDERSON CANCER CENTER | |||||||
| UNIT 1705 PO BOX 301407 | HOUSTON | TX | 77230 | NONE | PC | PURSUE GROUNDBREAKING CANCER RESEARCH AND EXTEND INCOMPARABLE CARE TO PATIENTS AND THEIR LOVES ONES | $25,000 |
| MEN OF NEHEMIAH | |||||||
| 2010 AL LIPSCOMB WAY | DALLAS | TX | 75215 | NONE | PC | CHRISTIAN ORGANIZATION EXISTS TO REBUILD THE LIFE OF MEN WHOSE LIVES HAVE BEEN TORN APART BY EFFECTS OF DRUG AND ALCOHOL ADDICTION | $25,000 |
| MERCY STREET | |||||||
| 3801 HOLYSTONE ST | DALLAS | TX | 75212 | NONE | PC | CULTIVATE MULTUALLY TRANSFORMING RELATIONSHIPS WITH INNTER-CITY YOUTH THROUGH CHRISTIAN MENTORSHIP | $125,000 |
| MISSION AVIATION FELLOWSHIP | |||||||
| PO BOX 47 | NAMPA | ID | 83653 | NONE | PC | PROVIDE AVIATION SERVICES TO MORE THAN 400 MISSION AGENCIES, CHURCHES AND HUMANITARIAN ORGANIZATIONS AROUND THE WORLD | $25,000 |
| MISSIONSME & ANGEL HOUSE | |||||||
| 32565 GOLDEN LANTERN ST STE 354 | DANA POINT | CA | 92629 | NONE | PC | ORGANIZE LARGE SCALE OUTREACHES IN MANY CITIES AND NATIONS | $100,000 |
| NORTHERN TEXAS PGA FOUNDATION | |||||||
| 16124 CHAMPIONSHIP DR | FRISCO | TX | 75033 | NONE | PC | PROMOTE AND GROW THE GAME OF GOLF TO A DIVERSE GROUP OF KIDS IN NORTH TEXAS | $92,000 |
| OMNI HOTELS CHARITABLE FOUNDATION | |||||||
| 4001 MAPLE AVE STE 600 | DALLAS | TX | 75219 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR ASSOCIATES AND COMMUNITY IN NEED DUE TO DISASTER | $150,000 |
| OUTDOORS TOMORROW FUND | |||||||
| 420 N CARROLL AVE STE 160 | SOUTHLAKE | TX | 76092 | NONE | PC | EXPANDING YOUTH OUTDOOR EDUCATION AND FURTHERING WILDLIFE CONSERVATION EFFORTS WORLDWIDE | $2,500 |
| PARK CITIES PRESBYTERIAN CHURCH | |||||||
| 4124 OAK LAWN AVE | DALLAS | TX | 75219 | NONE | PC | EXTEND TRANSFORMING PRESENCE OF THE KINDOM OF JESUS CHRIST TO DALLAS AND THE WORLD | $230,000 |
| PIPE HITTER FOUNDATION | |||||||
| PO BOX 2451 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | SUPPORT SERVICE MEMBERS, FIRST RESPONDERS AND THEIR FAMILIES | $5,000 |
| PROVERBS 31 MINISTRIES | |||||||
| 720 PARK CENTER DR | MATTHEWS | NC | 28105 | NONE | PC | REACH WOMEN WITH THE HOPE OF JESUS CHRIST | $5,000 |
| REFORMED THEOLOGICAL SEMINARY | |||||||
| 4268 I55 N | JACKSON | MS | 32911 | NONE | PC | EDUCATE FUTURE PASTORS, CHURCH PLANTERS, MISSIONARIES, TEACHERS, COUNSELORS, AND EDUCATORS WHO WILL GO OUT AND PROCLAIM THE GOSPEL AND DISCIPLE THE NATIONS | $75,000 |
| REFORMED UNIVERSITY FELLOWSHIP | |||||||
| 1700 N BROWN RD STE 104 | LAWRENCEVILLE | GA | 30043 | NONE | PC | REACH STUDENTS FOR CHRIST AND EQUIP THEM TO SERVE | $80,000 |
| RONALD MCDONALD HOUSE OF DALLAS | |||||||
| 4707 BENGAL ST | DALLAS | TX | 75235 | NONE | PC | KEEP FAMILIES TOGETHER AND INSPIRE STRENGTH AND LOVE AND SUPPORT TO FAMILIES WITH CHILDREN RECEIVING ESSENTIAL MEDICAL CARE | $10,000 |
| THE SALVATION ARMY | |||||||
| 8787 N STEMMONS FREEWAY | DALLAS | TX | 75247 | NONE | PC | PREACH THE GOSPEL OF JESUS CHRIST AND MEET HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION | $100,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | PROVIDE PHYSICAL AND SPIRITUAL AID TO HURTING PEOPLE AROUND THE WORLD WHO ARE VICTIMS OF WAR, POVERTY, NATURAL DISASTERS, DISEASE AND FAMINE | $50,000 |
| SBA PRO-LIFE AMERICA EDUCATION FUND | |||||||
| 2800 SHIRLINGTON RD STE 1200 | ARLINGTON | VA | 22206 | NONE | PC | END ABORTION BY ELECTING NATIONAL LEADERS AND ADVOCATING FOR LAWS THAT SAVE LIVES | $5,000 |
| SEARCH MINISTRIES | |||||||
| 1300 S UNIVERSITY DR STE 210 | FORT WORTH | TX | 76107 | NONE | PC | BRING GOD'S MESSAGE TO COMMUNITIES THROUGH HONEST CONVERSATIONS WITH SPIRITUALLY CURIOUS ADULTS | $80,000 |
| SILVER SPURS ALUMNI | |||||||
| 2019 SAN JACINTO BLVD | AUSTIN | TX | 78712 | NONE | PC | RAISE MONEY TO FUND SCHOLARSHIPS FOR UT STUDENTS, SUPPORT UT OUTREACH PROGRAMS AND SUPPORT EXPENSES ASSOCIATED WITH THE UT MASCOT BEVO | $5,000 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750305 | DALLAS | TX | 75275 | NONE | PC | IGNITE TRANSFORMATIVE OPPORTUNITIES FOR SMU STUDENTS, FACULTY AND CAMPUS COMMUNITY | $12,000 |
| TEXAS PARKS AND WILDLIFE | |||||||
| 2914 SWISS AVE | DALLAS | TX | 75204 | NONE | PC | SUPPORT TEXAS PARKS AND WILDLIFE DEPARTMENT | $50,000 |
| TEXAS PUBLIC POLICY FOUNDATION | |||||||
| 901 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | PC | DEFEND LIBERTY, PERSONAL RESPONSIBILITY AND FREE ENTERPRISE IN TEXAS AND NATION BY EDUCATING AND AFFECTING POLICYMAKERS AND PUBLIC POLICY DEBATE WITH SOUND RESEARCH AND OUTREACH | $100,000 |
| THE NETWORK | |||||||
| PO BOX 13873 | ARLINGTON | PA | 22219 | NONE | PC | USING INTELLIGENCE TO COUNTER HUMAN TRAFFICKING | $50,000 |
| THE OPEN DOOR | |||||||
| 1906 HIGHWAY 206 PO BOX 192 | CISCO | TX | 76437 | NONE | PC | PREGNANCY AND RESOURCE CENTER, PROVIDE FREE MENTORING, EDUCATION AND SUPPORT TO FATHERS, MOTHERS, YOUTH AND FAMILIES | $10,000 |
| THE SLIPPER CLUB OF DALLAS | |||||||
| PO BOX 12548 | DALLAS | TX | 75225 | NONE | PC | LIFT UP THE COMMUNITY BY SERVING DALLAS-AREA WOMEN AND CHILDREN THROUGH COMMUNITY SERVICE AND CHARITABLE GIVING | $1,000 |
| THRIVE WOMEN'S CLINIC | |||||||
| 3901 HOLYSTONE ST | DALLAS | TX | 75212 | NONE | PC | PROVIDE COMPASSIONATE CARE TO WOMEN AND MEN EXPERIENCING UNPLANNED PREGNANCY, INCLUDING PREGNANCY CONFIRMATION AND OPTIONS COUNSELING | $10,000 |
| TOLSON MINISTRIES | |||||||
| 8111 PRESTON RD STE 490 | DALLAS | TX | 75225 | NONE | PC | HELP EVERY PERSON IN AMERICA EXPERIENCE A LIFE-CHANGING RELATIONSHIP WITH CHRIST | $100,000 |
| TOOLBOX MINISTRIES | |||||||
| 10000 MEMORIAL DR STE 950 | HOUSTON | TX | 77024 | NONE | PC | EXPOSE MEN FROM THE MARKETPLACE TO THE JOY AND ADVENTURE OF RADICALLY FOLLOWING CHRIST | $12,500 |
| UNION GOSPEL MISSION | |||||||
| 3211 IRVING BLVD | DALLAS | TX | 75247 | NONE | PC | PROVIDE HOMELESS PEOPLE IN DALLAS WITH FOOD, SAFE SHELTER AND A CHANCE TO RECLAIM AND REBUILD THEIR LIVES, ANCHORED BY LOVE OF JESUS CHRIST | $236,000 |
| UNIVERSITY OF NORTH TEXAS | |||||||
| 1501 W CHESTNUT AVE | DENTON | TX | 76203 | NONE | PC | MERCHANDISING AND HOSPITALITY MANAGEMENT SCHOLARSHIP | $2,500 |
| VOICE OF HOPE | |||||||
| 4120 GENTRY DRIVE | DALLAS | TX | 75212 | NONE | PC | HELP INNER-CITY FAMILIES EQUIPPED WITH THE SUPPORT, RESOURCES AND SKILLS NEEDED TO OVERCOME AND BREAK THE POVERTY CYCLE | $50,000 |
| YOUNG LIFE | |||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PC | SUPPORT YOUNG PEOPLE TO THE INTRODUCTION OF JESUS CHRIST AND HELP THEM GROW IN FAITH | $760,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,208,833 | 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 | $3,032,045 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,710 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $136,056 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,181,811 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,181,811 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRT HOLDINGS INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MAPLE AVE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,934,462 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK OWNERSHIP - NOG SHARES | NoncashPropertyDesc |
| Fair Market Value | $9,934,462 | FairMarketValueAmt |
| Received | 2023-12-01 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENERGY TRANSFER STOCK | AT COST | $1,606,001 | $6,295,709 |
| NOG STOCK | AT COST | $14,934,457 | $27,076,621 |
| GREENLAKE | AT COST | $3,000,000 | $3,000,000 |
| MARBLE CAPITAL INVESTMENT | AT COST | $4,267,115 | $4,267,115 |
| MIRAMAR HOLDINGS INVESTMENT | AT COST | $1,775,185 | $1,775,185 |
| OWL ROCK TECH FINANCE II INVESTMENT | AT COST | $2,231,999 | $2,231,999 |
| SILVERVIEW SPECIAL INVESTMENT | AT COST | $1,362,296 | $1,362,296 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $219,984 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES-REQUISITE | $101,327 | $101,327 | $0 |
| MANAGEMENT FEES - MIRAMAR HOLDINGS | $13,508 | $13,508 | $0 |
| MANAGEMENT FEES - BLUE OWL TECH | $22,043 | $22,043 | $0 |
| GREENLAKE REAL ESTATE FUND K-1 - PORTFOLIO DEDUCTIONS | $33,105 | $33,105 | $0 |
| ENERGY TRANSFER K-1 - OTHER DEDUCTIONS | $52,332 | $52,332 | $0 |
| MARBLE FEEDER K-1 DEDUCTIONS - PORTFOLIO INCOME | $6,972 | $6,972 | $0 |
| MHRE STNL PARTNERS II K-1 - OTHER DEDUCTIONS | $20,725 | $20,725 | $0 |
| CRESCENT COVE K-1 - OTHER DEDUCTIONS | $10 | $10 | $0 |
| SILVERVIEW SPECIAL SITUATIONS K-1 - PORTFOLIO DEDUCTIONS | $1,298 | $1,298 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BLUE OWL CAPITAL TECHNOLOGY HOLDINGS II #87-3280383 | $8,647 | $8,647 | $8,647 |
| CRESCENT COVE OPPORTUNITY FUND #83-4414934 | $4,157 | $4,157 | $4,157 |
| MHRE STNL PARTNERS II #88-1981955 | $906 | $906 | $906 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE TAXES | CategoryTxt |
| Amt | $6,100 | Amt |
| Net Investment Income | $6,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments