CLAY & LARA JENKINS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CLAY & LARA JENKINS FOUNDATION (EIN 80-0016283)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202433069349100828
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T10:31:46-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W 6TH STREET STE 1900 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | 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 | 800016283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAY JENKINS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAY | BusinessNameControlTxt |
| Phone | 9729381234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7022 S JANMAR | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAY JENKINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9729381234 | PhoneNum |
| Signature | 2024-10-28 | 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 | CHRISTOPHER C NEAL | PreparerPersonNm |
| PTIN | P01324761 | PTIN |
| Phone | 5124796000 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $706,825 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,315 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,315 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,441 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,870 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $132,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,191 | 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 |
| Accounting Fees Rev And Expnss | $6,141 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,071 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,070 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,210 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,103 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $189,365 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $189,365 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,468 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,561 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,087 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,754 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,007 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,007 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $687,570 | CorporateStockBOYAmt |
| Corporate Stock EOY | $603,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $590,818 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $714,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $719,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $706,825 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $714,324 | RetainedEarningBOYAmt |
| Retained Earning EOY | $719,937 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $714,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $719,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $714,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $719,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $714,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,561 | ExcessRevenueOverExpensesAmt |
| Other Increases | $74,174 | OtherIncreasesAmt |
| Subtotal | $719,937 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $719,937 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-12-13 | $75,000 | $21,123 | $53,877 | $53,877 | |
| PUBLICLY TRADED SECURITIES | 2023-12-27 | $215,000 | $173,448 | $41,552 | $41,552 | |
| CAPITAL GAINS DIVIDENDS | $10,441 | $10,441 | $10,441 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,870 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,794 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,794 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $860 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $950 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,810 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $13 | EsPenaltyAmt |
| Overpayment | $3 | OverpaymentAmt |
| Applied To ES Tax | $3 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SARAH KERWIN | IndividualWithBooksNm |
| Phone | 9729381234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 516 W MAIN | AddressLine1Txt |
| City | WAXAHACHIE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75165 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CLAY LEWIS JENKINS | ||||||||
| 3624 POTOMAC | DALLAS | TX | 75205 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MADELEINE C JENKINS | ||||||||
| 3624 POTOMAC | DALLAS | TX | 75205 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOANN JENKINS | ||||||||
| 516 WEST MAIN | WAXAHACHIE | TX | 75165 | TREASURER | 0.00 | $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 | $1,410,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,883 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,432,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,432,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,483 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,410,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,536 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,536 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,794 | TotalTaxAmt |
| Distributable Before Adj | $68,742 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,742 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,742 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,468 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $192,468 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $21,874 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $21,874 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $192,468 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,742 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $123,726 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $145,600 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $145,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,874 | ExcessFromYear4Amt |
| Excess From Current Year | $123,726 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAY LEWIS JENKINS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ROYAL LANE BAPTIST CHURCH | |||||||
| 6707 ROYAL LAND | DALLAS | TX | 75230 | NONE | PC | GENERAL SUPPORT | $250 |
| ST LUKE COMMUNITY UNITED METHODIST CHURCH | |||||||
| 5710 E R L THORNTON FWY | DALLAS | TX | 75223 | NONE | PC | GENERAL SUPPORT | $200 |
| TEXAS HUMANE NETWORK | |||||||
| P0 BOX 685283 | AUSTIN | TX | 78768 | NONE | PC | GENERAL SUPPORT | $3,000 |
| THE POTTER'S HOUSE | |||||||
| 6777 W KIEST BLVD | DALLAS | TX | 75208 | NONE | PC | GENERAL SUPPORT | $200 |
| VOGEL ALCOVE | |||||||
| 7557 RAMBLER RD STE 262 | DALLAS | TX | 75231 | NONE | EOF | CHILDCARE CENTER FOR HOMELESS CHILDREN | $1,500 |
| WILSHIRE BAPTIST CHURCH | |||||||
| 4316 ABRAMS RD | DALLAS | TX | 75214 | NONE | PC | GENERAL SUPPORT | $800 |
| DALLAS EDUCATION FOUNDATION | |||||||
| 9400 N CENTRAL EXPRESSWAY BOX 19 | DALLAS | TX | 75231 | NONE | PC | GENERAL SUPPORT | $20,000 |
| FRAZIER REVITALIZATION INC | |||||||
| PO BOX 152926 | DALLAS | TX | 75315 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 221721776 | NONE | PC | GENERAL SUPPORT | $500 |
| NORTH DAKOTA STATE UNIVERSITY FOUNDATION | |||||||
| 1241 N UNIVERSITY DRIVE | FARGO | ND | 58102 | NONE | PC | GENERAL SUPPORT | $2,500 |
| DKMS | |||||||
| 12880 HILLCREST RD SUITE J215 | DALLAS | TX | 75230 | NONE | PC | GENERAL SUPPORT | $1,000 |
| METROCARE SERVICES | |||||||
| 1345 RIVER BEND DRIVE SUITE 200 | DALLAS | TX | 75247 | NONE | PC | GENERAL SUPPORT | $500 |
| NORTH TAXAS GIRLS EMBRACING | |||||||
| 1349 EMPIRE CENTRAL SUITE 400 | DALLAS | TX | 75247 | NONE | PC | GENERAL SUPPORT | $345 |
| NORTH TEXAS RED CROSS | |||||||
| 2055 KENDALL DRIVE | DALLAS | TX | 75235 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750402 | DALLAS | TX | 752750402 | NONE | PC | GENERAL SUPPORT | $500 |
| PRISM HEALTH OF NORTH TEXAS | |||||||
| 3900 JURIJUS ST SUITE 300 | DALLAS | TX | 75246 | NONE | POF | GENERAL SUPPORT | $250 |
| PLANNED PARENTHOOD OF NORTH TEXAS | |||||||
| 7424 GREENVITE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CATHOLIC CHARITIES OF DALLAS | |||||||
| 2843 LAPSLEY ST | DALLAS | TX | 75212 | NONE | PC | SERVICES TO THOSE IN NEED IN THE DALLAS AREA | $1,000 |
| CONCORD BAPTIST CHURCH | |||||||
| 6808 PASTOR BAILEY DRIVE | DALLAS | TX | 75237 | NONE | PC | GENERAL SUPPORT | $250 |
| DALLAS CASA | |||||||
| 2757 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | GENERAL SUPPORT | $3,000 |
| EASTGATE MISSIONARY BAPTIST CHURCH | |||||||
| 6960 S POLK | DALLAS | TX | 75232 | NONE | PC | GENERAL SUPPORT | $100 |
| FAMILY GATEWAY | |||||||
| 711 SOUTH ST PAUL ST | DALLAS | TX | 75201 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FRIENDSHIP WEST BAPTIST CHURCH | |||||||
| 2020 W WHEATLAND ROAD | DALLAS | TX | 75232 | NONE | PC | GENERAL SUPPORT | $3,150 |
| FULL GOSPEL HOLY TEMPLE | |||||||
| 39727 LBJ FREEWAY | DALLAS | TX | 75237 | NONE | PC | GENERAL SUPPORT | $150 |
| UNITED WAY | |||||||
| 800 N LAMAR | DALLAS | TX | 75202 | NONE | GENERAL SUPPORT | $250 | |
| GOOD STREET BAPTIST CHURCH | |||||||
| 3110 BONNIE VIEW ROAD | DALLAS | TX | 75216 | NONE | PC | GENERAL SUPPORT | $200 |
| HIGHLAND PARK UNITED METHODIST CHURCH | |||||||
| 3300 MOCKINGBIRD LANE | DALLAS | TX | 75205 | MEMBER | PC | GENERAL SUPPORT | $30,100 |
| HOPE CLINIC | |||||||
| 411 E JEFFERSON ST | WAXAHACHIE | TX | 75165 | NONE | PC | GENERAL SUPPORT | $250 |
| KIRKWOOD TEMPLE CHURCH | |||||||
| 1440 SUNNY GLEN DR | DALLAS | TX | 75232 | NONE | PC | GENERAL SUPPORT | $200 |
| MARCH TO THE POLLS | |||||||
| 3000 PEGASUS PARK DRIVE STE 930 | DALLAS | TX | 75247 | NONE | PC | GENERAL SUPPORT | $2,500 |
| METRO DALLAS HOMELESS ALLIANCE | |||||||
| 2816 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | GENERAL SUPPORT | $200 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 16910 DALLAS PKWY SUITE 104 | DALLAS | TX | 75248 | NONE | PC | GENERAL SUPPORT | $500 |
| NEW MOUNT ZION BAPTIST CHURCH | |||||||
| 9550 SHEPHERD ROAD | DALLAS | TX | 75232 | NONE | PC | GENERAL SUPPORT | $450 |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | NONE | PC | GENERAL SUPPORT | $500 |
| PARKLAND HEALTH FOUNDATION | |||||||
| 1341 W MOCKINGBIRD LN 1100E | DALLAS | TX | 75247 | NONE | PC | GENERAL SUPPORT | $110,000 |
| GIRLS SCOUTS OF NORTHEAST TEXAS | |||||||
| 6001 SUMMERSIDE DRIVE | DALLAS | TX | 75252 | NONE | PC | GENERAL SUPPORT | $345 |
| PEDIPLACE | |||||||
| 502 S OLD ORCHARD LN STE 126 | LEWISVILLE | TX | 75067 | NONE | PC | GENERAL SUPPORT | $330 |
| FOR OAK CLIFF | |||||||
| 907 E LEDBETTER DRIVE | DALLAS | TX | 75216 | NONE | PC | GENERAL SUPPORT | $345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $189,365 | 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 | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,315 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $105,870 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,191 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,191 | 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 | CategoryTxt |
| Amt | $6,141 | Amt |
| Net Investment Income | $3,071 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,070 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $244,494 | $293,877 |
| VANGUARD STAR FUND | $359,436 | $296,941 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO COST BASIS OF SECURITIES | Desc |
| Amt | $74,174 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $1,960 | $0 | $0 |
| IRS LATE FILING PENALTIES | $3,250 | $0 | $0 |
Comments