STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION (EIN 47-0830375)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349100532
- 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
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T07:57:11-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751045245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHT & BRIGHT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 470830375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN H DURHAM FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 2143630211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN H DURHAM | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-11-14 | 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 | G Todd Bright | PreparerPersonNm |
| PTIN | P01251013 | PTIN |
| Phone | 2143630211 | 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 | $30,397,691 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36,859 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,859 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,732,754 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,262,190 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,262,191 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,496,550 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,404,543 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $338,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $169,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $169,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $322,028 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $322,028 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,540 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,979 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,561 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $27,260 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $27,260 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,971 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $57,971 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $768,799 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $503,007 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $265,792 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,184,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,184,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,952,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $503,007 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,449,792 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$456,249 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $901,536 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,143,581 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,367,869 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,367,869 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $784,116 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $723,317 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $784,116 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $784,116 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,668,816 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,747,717 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,771,377 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,849,713 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,162,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,474,329 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,600 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $23,385,427 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,062,696 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,397,691 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $527 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $163 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $864,869 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $527 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $865,032 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,384,900 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,197,664 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,384,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,197,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,385,427 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,062,696 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,384,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$456,249 | ExcessRevenueOverExpensesAmt |
| Other Increases | $44,702 | OtherIncreasesAmt |
| Subtotal | $22,973,353 | SubtotalAmt |
| Other Decreases | $775,689 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,197,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 71,946 DASEKE INC COM | P | 2012-12-31 | 2023-12-31 | $616,565 | $265,136 | $351,429 | $351,429 |
| 20,000 SUMO LOGIC INC CASH MRG | P | 2012-12-31 | 2023-02-15 | $238,091 | $255,300 | -$17,209 | -$17,209 |
| 68,873 DASEKE INC COM | P | 2023-12-31 | 2023-12-31 | $456,889 | $717,523 | -$260,634 | -$260,634 |
| FED NATIONAL MTG ASSN MBS | P | 2023-12-31 | 2023-12-31 | $2,401 | $2,401 | ||
| 9,458 ORIGN BANCORP INC COM | P | 2023-12-31 | 2023-01-13 | $354,571 | $387,021 | -$32,450 | -$32,450 |
| 28,122 DASEKE INC COM | P | 2012-12-31 | 2023-12-31 | $213,262 | $292,976 | -$79,714 | -$79,714 |
| 4,100 US TREASURY BILLS | P | 2023-12-31 | 2023-12-31 | $3,850,975 | $3,820,389 | $30,586 | $30,586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,992 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$262,498 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,531 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,531 | SubtotalAmt |
| Tax Based On Investment Income | $12,531 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $711 | EsPenaltyAmt |
| Tax Due | $13,242 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHT AND BRIGHT LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143630211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEPHEN H DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/PRESIDENT | 25.00 | $198,000 |
| BARBARA DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/SECRETARY | 1.00 | $35,000 |
| CHARLES WILLIAM DURHAM II | ||||||
| 7291 WILLIAMSON ROAD | DALLAS | TX | 75214 | Director | 1.00 | $35,000 |
| JULIE DURHAM RADO | ||||||
| 4616 STANFORD | DALLAS | TX | 75209 | Director | 1.00 | $35,000 |
| PETER HENNINGSON DURHAM | ||||||
| 181 FAIRMONT ST | SAN FRANCISCO | CA | 94131 | Director | 1.00 | $35,000 |
| G TODD BRIGHT | ||||||
| 5944 LUTHER LANE STE 600 | DALLAS | TX | 75225 | Treasurer | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,248,944 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,516,453 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $784,116 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,549,513 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $29,549,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $443,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,106,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,455,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,455,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,531 | TotalTaxAmt |
| Distributable Before Adj | $1,442,783 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,442,783 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,442,783 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,449,792 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,449,792 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,442,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,544 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,449,792 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,544 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,426,248 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $16,535 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WWWDURHAMFAMILYFOUNDATIONORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143630211 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE ONLINE @ (SEE ABOVE WEBSITE) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 15, MAY 15, AUGUST 15, AND NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIORITY IS GIVEN TO AGENCIES IN DALLAS-FORT WORTH,TX, NORTHERN CALIFORNA, AND OMAHA, NEBRASKA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SCHEDULE OF DONEERECIP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL ENDOWMENT | GrantOrContributionPurposeTxt |
| Amt | $1,184,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,184,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,859 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,493 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,262,190 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$7,992 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,404,542 | ExclusionAmt |
| Related Or Exempt Function Incm | -$7,992 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,396,550 | 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 |
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 Person | OTHER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8805 INDIAL HILLS DRIVE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $22,600 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $22,600 | AccumulatedDepreciationAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT YEAR ADJUSTMENT | $637,327 |
| ND INVESTMENT EXPENSES | $52 |
| NONDEDUCTIBLE EXPENSES - K-1S | $69,238 |
| TRANSFERRED CAPITAL | $69,072 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $638 | $638 |
| COMPUTER/SOFTWARE EXPENSES | $7,634 | $7,634 |
| DEPLETION | $31,302 | $31,302 |
| MEALS AND ENTERTAINMENT | $1,195 | $1,195 |
| OFFICE EXPENSE | $220 | $220 |
| POSTAGE AND DELIVERY | $47 | $47 |
| SYNDICATION COSTS | $402 | $402 |
| TELEPHONE | $106 | $106 |
| TRAVEL | $16,427 | $16,427 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,262,190 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,262,191 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIQUIDATING ADJUSTMENT | $40,454 |
| TAX EXEMPT INCOME | $395 |
| TAX EXEMPT INTEREST | $4 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PARTNERSHIP CONTR /DIST | Desc |
| EOY Book Value | $864,869 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $80,000 | $80,000 | $0 | $0 |
| MANAGEMENT FEES-BIRNHAM WOOD | $242,028 | $242,028 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON 2022 NET INVESTMENT INCOME | $417 | $417 | |
| PAYROLL TAXES AND EXPENSES | $23,123 | $11,562 | $11,561 |