2023-01-12T15:19:33-05:00 2022-08-31 752069885 Owen E Barnett CPA 4606 Park Springs Blvd Ste 120 Arlington TX 76017 990PF 2021-09-01 237237919 The Eugene McDermott Foundation EUGE 1937 Malone Cliff View Dallas TX 75208 Mary M Cook Pres Trustee 2143699222 2023-01-08 true Mary Cook XXX-XX-XXXX Owen E Barnett P00500582 2148550670 X 0 00 AAL2 IAL1 2021 2023-03-07 01:45:13Z X 265723749 X 79104158 113 113 5947477 5866938 12827353 67474947 12827353 5678 5678 97884779 18700082 34000 8500 25500 14750 3688 11062 1199935 1128396 71539 253739 50230 67 54 13 1502491 1190868 108114 16296000 16296000 17798491 1190868 16404114 80086288 17509214 0 1097 1332 1332 3498095 11000214 11003690 13829352 19532893 18378626 78880290 135294443 177130111 5219882 24570070 23252812 39013383 30129435 35957178 140442099 220528387 265723749 0 0 X 138203942 151031295 2238157 69497092 140442099 220528387 140442099 220528387 140442099 80086288 220528387 220528387 Publicly traded securities 65177463 54647594 10529869 10529869 CHCP Global Securities LP - K1 1493740 1493740 1493740 Socorro Dynamic Opport Fund LP-K1 803744 803744 803744 12827353 243378 0 243378 0 243378 196450 196450 41 46969 false false false false false false false true true TX true false false false false true Mary M Cook 2143699222 1937 Malone Cliff View Dallas TX 75208 false false false true true false false false false false false false false false false false false false false false false false false Mary McDermott Cook 1942 Malone Cliff View Dallas TX 75208 Pres Trustee 10.00 0 0 0 J H Cullum Clark 53443 Waneta Dallas TX 75209 Trustee 1.00 0 0 0 Patricia Brown 4303 Glenleigh Drive Dallas TX 75220 Assistant Sec 20.00 34000 0 0 Sam Self 6918 Oak Manor Drive Dallas TX 75230 Trustee 1.00 0 0 0 Liza Lee 3740 Holland Avenue D Dallas TX 75219 Trustee 1.00 0 0 0 Joe Hubach 4311 W Lawther Dallas TX 75214 Trustee 1.00 0 0 0 Grace Cook 1503 Corto Dallas TX 752183208 Trustee 1.00 0 0 0 NONE 0 Bank of America Private Bank 901 Main St 19th Floor Dallas TX 752023714 AgencyInvestment 265820 CH Investment Partners 3953 Maple Avenue Suite 250 Dallas TX 75219 Investment manager 336004 UBS Financial Services Inc 7250 Dallas Parkway 12th Floor Dallas TX 752044920 Investment manager 144601 NA 0 NA 0 275750882 1256 0 275752138 0 275752138 4136282 271615856 13580793 13580793 243378 243378 13337415 13337415 13337415 16404114 16404114 13337415 1890956 1975214 2139113 7347669 5958117 19311069 16404114 13337415 3066699 22377768 0 1890956 20486812 1975214 2139113 7347669 5958117 3066699 None None Mary McDermott Cook 1937 Malone Cliff View Dallas TX 75208 2143699222 No prescribed form required None None African American Museum PO Box 150157 Dallas TX 753150157 PC For Masquerage Cabaret 15000 After-School All-Stars N Texas 2902 Swiss Ave Dallas TX 75204 PC For programs 10000 ATT Performing Arts Center 700 N Pearl St Ste N1800 Dallas TX 75201 PC For Bravo Gala 20000 Big Thought 1409 Botham Jean Blvd Suite 1015 Dallas TX 75215 PC For Deepen and Expand Impact Through Summer 250000 Black Tie Dinner Inc 3824 Cedar Springs Road Ste 335 Dallas TX 75219 PC To Support LGBTQ Organizations 30000 Braniff Airways Foundation Inc 4033 Killion Drive Dallas TX 75229 PC For Cabin Project Completion 20000 Center for Brain Health UTD 2200 W Mockingbird Lane Dallas TX 75235 PC For Center for Brain Health operations 345000 ChildCareGroup 1420 W Mockingbird Lane Dallas TX 75247 PC For programs 25000 Dallas Afterschool Network 3900 Willow Street Ste 110 Dallas TX 75226 PC For operations 50000 Dallas Arboretum Botanical Society Inc 8525 Garland Rd Dallas TX 75218 PC For operations 15000 Dallas Black Dance Theatre 2700 Ann Williams Way Dallas TX 752012508 PC For Boot Scootin Boogie 10000 Dallas Black Dance Theatre 2700 Ann Williams Way Dallas TX 752012508 PC For operations 100000 Dallas Museum of Art 1717 N Harwood St Dallas TX 75201 PC For Art in Bloom 10000 Dallas Summer Musicals Inc 909 1st Ave Dallas TX 75210 PC For DISD Student Engagement 50000 Dallas Symphony Association Inc 2301 Flora St Dallas TX 752012413 PC For Gala 22 25000 Dallas Symphony Association Inc 2301 Flora Street Dallas TX 752012413 PC For operations 600000 Dallas Symphony Association Inc 2301 Flora Street Dallas TX 752012413 PC For operations 500000 Dallas Theater Center 2400 Flora Street Dallas TX 752012401 PC For Dallas Centerstage 15000 Dallas Zoological Society 650 S RL Thornton Freeway Dallas TX 75203 PC For Challenge Grant for Parking Garage 1500000 Dallas Zoological Society 650 S RL Thornton Freeway Dallas TX 75203 PC For Zoo to Do 2022 100000 Friends of The Dallas Public Library Inc 1515 Young St 7th Fl Dallas TX 75201 PC For SMART with Mayor Johnson 10000 Groundwork Dallas 9200 Chancellor Row Dallas TX 75247 PC For operations 150000 Jesuit College Preparatory School of Dallas 12345 Inwood Road Dallas TX 75244 PC For Scholarships 15000 Junior League of Dallas 8003 Inwood Road Dallas TX 75209 PC For 100th Anniversary in Honor of Women 100000 Lumin Education 924 Wayne Street Dallas TX 75223 PC For North Texas Giving Day for operations 80000 My Possibilities 3601 Mapleshade Lane Plano TX 75075 PC For New Lab 375000 Nasher Sculpture Center 2001 Flora Street Dallas TX 75201 PC For 2022 Nasher Prize 75000 National Council of Jewish Women Inc 16910 Dallas Pkwy Ste 104 Dallas TX 75248 PC For Luncheon 15000 OutLoud Dallas Communities Fnd of Texas 5500 Caruth Haven Ln Dallas TX 75225 PC For Youth Programs 100000 Planned Parenthood of Greater Texas 201 E Ben White Blvd Bldg B Austin TX 78704 PC For operations 2000000 Readers 2 Leaders PO Box 195076 Dallas TX 75205 PC For programs 100000 Retreet America 5706 E Mockingbird Lane Ste 115 Dallas TX 752065461 PC For operations 50000 Shakespeare Dallas 1250 Majesty Dr Dallas TX 75247 PC For operations 10000 Shelter Ministries of Dallas dba Austin Street Center PO Box 710729 Dallas TX 75371 PC For Humble Beginnings Luncheon 15000 Southern Gateway Public Green Foundation 300 Crescent Court Dallas TX 75201 PC For Features in Park 1000000 Southern Methodist University PO Box 750402 Dallas TX 75228 PC For An Eye for An Eye for Elegance 10000 TACA Inc 1722 Routh Street Ste 115 Dallas TX 75201 PC For operations and grants 200000 Texas Ballet Theater Inc PO Box 123290 Dallas TX 75225 PC For operations 50000 Texas Winds Musical Outreach Inc 13601 Preston Road Ste W0735 Dallas TX 75240 PC For Concerts for Seniors 10000 The Commit Partnership 3800 Maple Ave Dallas TX 752194076 PC For operations 500000 The Stewpot of First Presbyterian Church 1835 Young Street Dallas TX 75201 PC For operations 25000 U S A Film Festival 6116 N Central Exp Ste 105 Dallas TX 75206 PC For KidFilm 6000 United Way of Metropolitan Dallas Inc 1800 N Lamar Dallas TX 75202 PC For Social Innovation Accelerator 250000 University of North Texas 1400 Botham Jean Blvd Dallas TX 75215 PC For Caruth Police Institute 50000 Urban Teachers 1825 Market Center Blvd Ste 320 Dallas TX 752073348 PC For programs 100000 Vickery Meadow Youth Development Foundation 4809 Cole Ave Ste 375 Dallas TX 752053552 PC For EAGLE Scholars 200000 Vogel Alcove PO Box 150948 Dallas TX 753150948 PC For operations 35000 Well Community 125 Sunset Avenue Dallas TX 75208 PC For operations 10000 ALS Association Texas Chapter 14555 Dallas Pkwy Ste 100 Dallas TX 752544351 PC For operations 25000 American Institute of Architects 325 N St Paul St Ste 150 Dallas TX 75201 PC For Architecture and Design Foundation 25000 Cafe Momentum 1510 Pacific Ave Dallas TX 75201 PC For operations 25000 Child Poverty Action Lab 1808 S Good Latimer Expy Dallas TX 75226 PC For programs 100000 Childrens Cancer Fund of Dallas Inc 4201 Spring Valley Rd Ste 370 Dallas TX 752443818 PC For operations 5000 Crohns Colitis Foundation of Am 12801 N Central Expressway Ste 530 Dallas TX 75243 PC For programs 10000 Dallas CASA 2757 Swiss Venue Dallas TX 75204 PC For operations 25000 Dallas County Heritage Society 1515 S Harwood St Dallas TX 752151204 PC For plan to Move to a Public Park 250000 Dallas Holocaust Museum 300 N Houston St Dallas TX 75202 PC For operations 5000 Dallas Museum of Art 1717 N Harwood St Dallas TX 75201 PC For Art Ball 50000 Dallas Zoological Society 650 SRL Thornton Freeway Dallas TX 75203 PC For Whooping Crane Center of Texas 500000 Design Connect Create 8150 N Central Expy Ste 1200 Dallas TX 752061995 PC For programs 15000 DME Exchange of Dallas Inc 12015 Shiloh Road Ste 130 Dallas TX 75228 PC For Recycle Durable Medical Equipment 5000 Equest PO Box 171779 Dallas TX 752171163 PC For Care of Verti and operations 10000 Family Place Inc PO Box 7999 Dallas TX 752090999 PC For operations 10000 Georgia OKeeffe Museum 217 Johnson St Santa Fe NM 875011826 PC For New Building 1000000 Lamplighter School 11611 Inwood Road Dallas TX 75229 PC For Head Mistriss Garden in Honor of Pat Mattingly 500000 Lamplighter School 11611 Inwood Road Dallas TX 75229 PC For Zipline in Playground 500000 Lone Star Wind Orchestra 12740 Hillcrest Rd Ste 175-B Dallas TX 75230 PC For programs 10000 Mental Health America of Greater Dallas 624 N Good-Latimer Ste 200 Dallas TX 75204 PC For Who Program 10000 North Texas Public Broadcasting Inc 3000 Harry Hines Dallas TX 75201 PC For Art & Seek and Arts Journalism Alliance 200000 Perot Museum of Nature and Science 2201 N Field St Dallas TX 75201 PC For Night at the Museum 50000 Preservation Dallas 2922 Swiss Ave Dallas TX 752045962 PC For operations 5000 Scottish Rite for Children 2222 Welborn St Dallas TX 752193924 PC For Children for Treasure Street 10000 SPARK 1409 S Lamar Street Ste 004 Dallas TX 75215 PC For programs 75000 SPCA of Texas 2400 Lone Star Dr Dallas TX 752126309 PC For Community Pet Wellness Program 10000 St Phillips School Community Center 1600 Pennsylvania Avenue Dallas TX 75215 PC For operations 50000 Suicide and Crisis Center of North Texas 2808 Swiss Avenue Dallas TX 75204 PC For operations 20000 TACA Inc 1722 Routh Street Ste 115 Dallas TX 75201 PC For Silver Cup Award 25000 Teach for America Inc 600 North Pearl Street Ste 2300 Dallas TX 75201 PC For programs 125000 Teatro Hispano De Dallas 1331 Record Crossing Rd Dallas TX 75235 PC To Hire Part-Time Development Director 35000 Teco Theatrical Productions Inc 215 S Tyler Street Dallas TX 75208 PC For operations 30000 Texas Parks and Wildlife Dept 4200 Smith School Road Austin TX 78744 PC For Palo Pinto Mountains State Park 1000000 Texas Trees Foundation 2100 Ross Avenue Dallas TX 752012739 PC For Green Spine and Green Heart at UTSW 1000000 The Kessler School 1215 Turner Ave Dallas TX 752082631 PC For Relocation and Expansion 400000 Visiting Nurse Association of Texas 1420 W Mockingbird Lane Ste 700 Dallas TX 75247 PC For operations and equipment replacement 250000 Trinity River Audobon Center 6500 Great Trinity Forest Way Dallas TX 75217 PC For Trinity River Audobon Center Songbird Supper 25000 Trinity River Audobon Center 6500 Great Trinity Forest Way Dallas TX 75217 PC For operations 150000 Trinity River Audobon Center 6500 Great Trinity Forest Way Dallas TX 75217 PC For Scissortail and Cocktails 20000 University of Texas at Austin PO Box 7726 Austin TX 787137726 PC For Eugene McDermott Professorhship 420000 Volunteers of America Texas Inc 300 Midway Dr E Euless TX 76039 PC For Rosolana Honoring Amy Gill and Fran Tynan 25000 WiNGS 1903 Anson Road Dallas TX 75235 PC For operations 10000 Year Up DallasFort Worth 701 Elm St Ste 400 Dallas TX 75202 PC For programs 25000 Hockaday School 11600 Welch RD Dallas TX 75229 PC For Scholarships 25000 16296000 0 14 113 14 5947477 18 12827353 Invest income - K-1 14 5678 18780621 18780621 false false false false false false false false false false X X 1 Margaret M McDermott Estate 4303 Glenleigh Drive Dallas TX 75220 115101483 X X 1 Bequest of publicly traded securities - see attach schedule 115101483 2021-11-24 Owen Barnett CPA-Form 990-PF 14750 3688 0 11062 Form 990PF-General Explanation Attachment 1 Form 990, Part VI, Line 8 - Penalty for underpayment of estimated taxPenalty amount is $40.98 using the Annualized Income Installment Method. See attached Form 2220. BOA-2629210-sch attached 6526602 6091351 UBS acct 51860-sch attached 18043468 17161461 BOA acct 0097539-sch attached 1940820 2016473 BOA acct 2771053-sch attached 4968280 5347617 BOA acct 0035007-sch attached 2660622 3146764 BOA acct 7208143-sch attached 34923355 42931656 BOA acct 0016008-sch attached 0 0 Pershing NOK-2942-sch attached 4448652 3897284 Pershing P4K-6851-sch attached 5224331 4883312 Pershing QAG-2652-sch attached 17740368 28643614 BOA acct 0048896-sch attached 4240257 4348392 BOA acct 2629210-sch attached 801407 775292 Pershing P4K-6802-sch attached 2046683 2388238 UBS acct 51860 34834863 44094376 UBS acct 51896 21464805 34657093 11929354 11056289 2881806 2851579 BOA-7208143-Mineral interest 1 100 CHCP Global Securities, L.P. 21920097 27083752 Socorro Dynamic Opportunity Fund LP 7199337 7903559 UBS acct 81896-see sched. 1010000 969767 Postage 0 0 0 0 Office supplies and expense 26 21 0 5 Bank charges 41 33 0 8 CHCP Global Sec LP-invest exp 0 0 0 0 Other investment income - K-1 5678 5678 0 Bank of America-agency fees 265820 212656 0 53164 Angie Shepard-contract admin 24500 6125 0 18375 CH Investment Partners-fees 336004 336004 0 0 Advisory fees BOA 10918 10918 0 0 CHCP Global Securities LP-fees 326651 326651 0 0 Socorro Dynamic OpportFd-fees 91441 91441 0 0 UBS-investment fees 144601 144601 0 0 Federal excise taxes paid 203509 0 0 0 Foreign taxes paid 50230 50230 0 0