HILLCREST FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HILLCREST FOUNDATION (EIN 75-6007565)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-03-08
- IRS object ID
- 202340679349100909
- Schema version
- 2021v4.2
- 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
- Compensation Explanation
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-08T14:22:46-06:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756007565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLCREST FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BANK OF AMERICA NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NINA BEHAN BANK OF AMERICA NA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2023-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NINA | PersonFirstNm |
| Person Last | BEHAN BANK OF AMERIC | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKE | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $170,305,561 | 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 |
| Dividends Rev And Expnss | $3,351,804 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,337,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,008,946 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,466,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,008,946 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,207 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,207 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,362,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,348,286 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $614,339 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $368,603 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $245,736 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,395 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,395 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $63,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,842 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,228 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $305,887 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $270,887 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $408,410 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $118,410 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,500 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,500 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $545,750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $482,540 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,953,351 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $858,952 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $804,399 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,890,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,890,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,843,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $858,952 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,694,399 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,519,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,489,334 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,178,621 | CashBOYAmt |
| Cash EOY | $4,324,284 | CashEOYAmt |
| Cash EOYFMV | $4,324,284 | CashEOYFMVAmt |
| Other Investments BOY | $127,555,362 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $129,525,203 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $165,981,277 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $131,733,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,849,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $170,305,561 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $131,233,983 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $133,349,487 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $500,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $500,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $131,733,983 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $133,849,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $131,733,983 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $133,849,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $131,733,983 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,519,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $135,253,589 | SubtotalAmt |
| Other Decreases | $1,404,102 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $133,849,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN/LOSS | P | $54,152,646 | $46,457,120 | $7,695,526 | $7,695,526 |
| CAPITAL GAINS DIVIDENDS | P | $462,776 | $462,776 | $462,776 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND | P | $1,627,620 | $1,627,620 | $1,627,620 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND | P | $681 | $681 | $681 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND | P | $222,343 | $222,343 | $222,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,008,946 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $173,602 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $173,602 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $173,602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $217,630 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $217,630 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $44,028 | OverpaymentAmt |
| Applied To ES Tax | $44,028 | 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 | BANK OF AMERICA NA | IndividualWithBooksNm |
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CORP-TRUSTEE | 1.00 | $614,339 | $0 | $0 |
| WW CARUTH III | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| D HAROLD BYRD III | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| SANDRA ESTESS | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALAN J PERKINS | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $175,335,832 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,029,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,338,119 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $187,703,883 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $187,703,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,815,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $184,888,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,244,416 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,244,416 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $173,602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $173,602 | TotalTaxAmt |
| Distributable Before Adj | $9,070,814 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,070,814 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,070,814 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,694,399 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,694,399 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,070,814 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,825,701 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,694,399 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,825,701 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $868,698 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,202,116 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BANK OF AMERICA PHILANTHROPIC SOLUT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MAIN ST 16TH FLOOR | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2142092396 | RecipientPhoneNum |
| Recipient Email Address | TX.PHILANTHROPIC@BANKOFAMERICA.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLY ONLINE AT WWW.BANKOFAMERICA.COM/PHILANTHROPIC/SEARCH-FOR-GRANTS. REQUIRED INFORMATION INCLUDES STATING HISTORY AND GENERAL PURPOSE OF ORGANIZATION WITH A COPY OF INTERNAL REVENUE SERVICE EXEMPTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 28, JULY 31, AND NOVEMBER 30. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE LOCATED IN THE STATE OF TEXAS AND THE PURPOSE OF THE GRANT MUST BE FOR RELIEF OF POVERTY OR FURTHERANCE OF EDUCATION OR HEALTH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 29 ACRES | |||||||
| 3000 MOSELEY ROAD | CROSS ROADS | TX | 76227 | PC | ADDITIONAL ONSITE SUPPORTIVE HOUSING FOR YOUNG ADULTS WITH AUTISM | $100,000 | |
| ABILITY CONNECTION TEXAS | |||||||
| 8802 HARRY HINES BLVD | DALLAS | TX | 75235 | PC | WHEELCHAIR ACCESSIBLE VEHICLE | $55,000 | |
| AGAPE CLINIC | |||||||
| 4104 JUNIUS | DALLAS | TX | 75246 | PC | INFORMATION TECHNOLOGY AWARD FOR CLINIC INFRASTRUCTURE UPDATES/EXPANSION | $40,000 | |
| ALCUIN SCHOOL | |||||||
| 6144 CHURCHILL WAY | DALLAS | TX | 75230 | PC | REROOFING THE OLDER MONTESSORI SOUTH WING BUILDING | $100,000 | |
| AT LAST INC | |||||||
| 11700 PRESTON ROAD SUITE 660-116 | DALLAS | TX | 75230 | PC | STRENGTHENING SECURITY PROJECT | $75,000 | |
| ATTITUDES & ATTIRE | |||||||
| 2050 N STEMMONS FREEWAY MB 102 | DALLAS | TX | 75207 | PC | UPDATED TECHNOLOGY AND COLLATERAL FOR ATTITUDES & ATTIRE - PURCHASE COMPUTERS | $10,000 | SUITE 181 |
| BACHMAN LAKE TOGETHER | |||||||
| 9507 OVERLAKE DRIVE | DALLAS | TX | 75220 | PC | BACHMAN LAKE TOGETHER FAMILY CENTER CAPITAL IMPROVEMENTS | $40,000 | |
| BONTON ENTERPRISES | |||||||
| 6911 BEXAR STREET | DALLAS | TX | 75215 | PC | BONTON GARDENS | $250,000 | |
| BRIGHTER TOMORROWS INC | |||||||
| 928 BLUEBIRD DR | IRVING | TX | 75061 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| BROTHER BILL'S HELPING HAND | |||||||
| 3906 N WESTMORELAND DRIVE | DALLAS | TX | 75212 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| BUILDERS OF HOPE COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 2215 CANADA DRIVE | DALLAS | TX | 75212 | PC | PURCHASE LAND FOR BUILD A BETTER DALLAS | $100,000 | |
| C C YOUNG MEMORIAL HOME | |||||||
| 4847 WEST LAWTHER DR STE 100 | DALLAS | TX | 75214 | PC | FEES AND WOUND CARE BED - SPECIALLY TO PURCHASE EQUIPMENT | $25,000 | |
| CAMBRIDGE SCHOOL OF DALLAS | |||||||
| PO BOX 59895 | DALLAS | TX | 75229 | PC | FOR THE GENERATIONS CAPITAL CAMPAIGN | $50,000 | |
| CAMP SUMMIT | |||||||
| 17210 CAMPBELL ROAD SUITE 180-W | DALLAS | TX | 75252 | PC | FACILITY ENHANCEMENT PROJECT FOR BARRIER-FREE CAMP FOR INDIVIDUALS WITH DISABILITIES | $200,000 | |
| CEDAR HILL SHARES | |||||||
| PO BOX 2694 | CEDAR HILL | TX | 75106 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| CENTER FOR BRAIN HEALTH UNIVERSITY OF TEXAS AT DALLAS | |||||||
| 2200 W MOCKINGBIRD LANE | DALLAS | TX | 75235 | PC | ACCESS TO BRAINHEALTH: THE BRAINHEALTH PROJECT APPLICATION | $50,000 | |
| CHILDREN'S ADVOCACY CENTER OF COLLIN COUNTY INC | |||||||
| 2205 LOS RIOS BLVD | PLANO | TX | 75074 | PC | CHILDRENS ADVOCACY CENTER OF COLLIN COUNTY BUILDING IMPROVEMENTS | $65,000 | |
| CITYSCAPE SCHOOLS INC | |||||||
| 6211 EAST GRAND AVENUE | DALLAS | TX | 75223 | PC | CAPITAL SUPPORT FOR EARLY CHILDHOOD CENTER | $100,000 | |
| COMMUNITY PARTNERS OF DALLAS | |||||||
| 7950 ELMBROOK LN | DALLAS | TX | 75247 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| CROSSROADS COMMUNITY SERVICES | |||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| DALLAS AREA HABITAT FOR HUMANITY | |||||||
| 2800 N HAMPTON RD | DALLAS | TX | 75212 | PC | PURCHASE AND IMPLEMENTATION OF SALESFORCE NEXT PHASES | $50,000 | |
| DALLAS BLACK DANCE THEATRE | |||||||
| 2700 ANN WILLIAMS WAY | DALLAS | TX | 75201 | PC | COVID-19, SAFETY, & TECHNOLOGY IMPROVEMENTS FOR 45TH ANNIVERSARY SEASON | $50,000 | |
| DALLAS MISSION FOR LIFE INC DBA DALLAS LIFE | |||||||
| 1100 CADIZ STREET | DALLAS | TX | 75215 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| EASTER SEALS NORTH TEXAS INC | |||||||
| 1424 HEMPHILL ST | FORTH WORTH | TX | 76104 | PC | SOUTH DALLAS CHILD DEVELOPMENT PROGRAM | $50,000 | |
| EAST-WEST MINISTRIES INTERNATIONAL | |||||||
| 2001 W PLANO PARKWAY SUITE 3000 | PLANO | TX | 75075 | PC | COMPUTER INFRASTRUCTURE CAPACITY BUILDING | $20,000 | |
| EDUCATIONAL FIRST STEPS | |||||||
| 2815 GASTON AVE | DALLAS | TX | 75226 | PC | FOUR STEPS TO EXCELLENCE EXPANSION PROJECT | $50,000 | |
| FAIR PARK FIRST | |||||||
| 3809 GRAND AVE | DALLAS | TX | 75210 | PC | FAIR PARK YOUR PARK PHASE 1 CAPITAL CAMPAIGN - RESTRICTED TO CONSTRUCTION | $250,000 | |
| FAMILY AND CHILD GUIDANCE CENTERS | |||||||
| 8915 HARRY HINES BOULEVARD | DALLAS | TX | 75235 | PC | HARRY HINES - HVAC REPLACEMENT | $75,000 | |
| FAMILY GATEWAY INC | |||||||
| 711 SOUTH ST PAUL | DALLAS | TX | 75201 | PC | RENOVATION OF NEW FAMILY SHELTER - FAMILY GATEWAY NORTH | $250,000 | |
| FOR OAK CLIFF | |||||||
| 907 E LEDBETTER DRIVE | DALLAS | TX | 75216 | PC | SUPERBLOCK DEVELOPMENT FUND - RESTRICTED TO SECURITY LIGHTING FOR PARKING LOT, BUILDING AND FIELDS | $100,000 | |
| GROUNDWORK DALLAS | |||||||
| 9200 CHANCELLOR ROW | DALLAS | TX | 75247 | PC | INCREASING PROGRAMMING CAPACITY THROUGH A PURCHASE OF A TRUCK | $50,000 | |
| HIS BRIDGE BUILDERS | |||||||
| PO BOX 702545 | DALLAS | TX | 75370 | PC | 5210 BEXAR STREET RENOVATIONS | $95,000 | |
| HARMONY COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 6969 PASTOR BAILEY DR SUITE 110 | DALLAS | TX | 75376 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| HEALING HANDS MINISTRIES INC | |||||||
| 8515 GREENVILLE AVENUE | DALLAS | TX | 75243 | PC | DEMONSTRATION KITCHEN | $40,000 | |
| HOCKADAY SCHOOL | |||||||
| 11600 WELCH RD | DALLAS | TX | 75229 | PC | ATHLETICS AND WELLNESS PROJECT | $250,000 | |
| HOLY FAMILY CATHOLIC ACADEMY | |||||||
| 2330 CHEYENNE ST | IRVING | TX | 75062 | PC | HOLY FAMILY CATHOLIC ACADEMY FINE ARTS BUILDING | $150,000 | |
| HOLY TRINITY CATHOLIC SCHOOL | |||||||
| 3815 OAK LAWN AVE | DALLAS | TX | 75219 | PC | CLASSROOM SMARTBOARDS | $50,000 | |
| JEWISH FAMILY SERVICE OF DALLAS INCORPORATED | |||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| JUBILEE PARK & COMMUNITY CENTER CORPORATION | |||||||
| PO BOX 140679 | DALLAS | TX | 75214 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| JUNIOR LEAGUE OF DALLAS | |||||||
| 8003 INWOOD ROAD | DALLAS | TX | 75209 | PC | GRANTS FOR INNOVATIVE TEACHING (GFIT) | $50,000 | |
| LEGAL AID OF NORTHWEST TEXAS | |||||||
| 600 E WEATHERFORD STREET | FORTH WORTH | TX | 76102 | PC | LEGAL AID DALLAS MAIN STREET PHYSICAL IMPROVEMENTS | $50,000 | |
| LIFE SCHOOL OF DALLAS | |||||||
| 132 EAST OVILLA ROAD SUITE A | RED OAK | TX | 75154 | PC | UPGRADING ON-CAMPUS COMMUNICATIONS FOR CHILDRENS SAFETY AND SECURITY | $50,000 | |
| MEDISEND COLLEGE | |||||||
| 9244 MARKVILLE DR | DALLAS | TX | 75243 | PC | GENERAL RICHARD B MYERS VETERANS PROGRAM - ASSOCIATE OF APPLIED SCIENCE IN BIOMEDICAL ENGINEERING TECHNOLOGY - NEW TECHNOLOGY AND ADDITIONAL MEDICAL EQUIPMENT | $50,000 | |
| METROCARE SERVICES | |||||||
| 1345 RIVER BEND DRIVE SUITE 200 | DALLAS | TX | 75247 | PC | METROCARE BEHAVIORAL HEALTH INNOVATION CENTER CAPITAL CAMPAIGN | $500,000 | |
| MI ESCUELITA PRESCHOOL | |||||||
| 4231 MAPLE AVENUE | DALLAS | TX | 75219 | PC | MI ESCUELITA PRESCHOOL'S EARLY CHILDHOOD EDUCATION CAPITAL EXPENSES FOR DENTON CAMPUS | $25,000 | |
| MISSION OAK CLIFF - CLIFF TEMPLE BAPTIST CHURCH | |||||||
| 111 S BECKLEY AVENUE | DALLAS | TX | 75203 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| NASHER SCULPTURE CENTER | |||||||
| 2001 FLORA STREET | DALLAS | TX | 75201 | PC | NASHER SCULPTURE CENTER TECHNOLOGY UPGRADE IMPLEMENTATION | $50,000 | |
| NETWORK OF COMMUNITY MINISTRIES INC | |||||||
| 1500 INTERNATIONAL PARKWAY SUITE | RICHARDSON | TX | 75081 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | 300 |
| NEW FRIENDS NEW LIFE | |||||||
| PO BOX 192378 | DALLAS | TX | 75219 | PC | ADULT RESOURCE CENTER FOR TRAFFICKING SURVIVORS | $15,000 | |
| NORTH DALLAS SHARED MINISTRIES INC | |||||||
| 2875 MERRELL ROAD | DALLAS | TX | 75229 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| ONE MANS TREASURE | |||||||
| 519 I-30 E 211 | ROCKWALL | TX | 75087 | PC | PURCHASE OF A CLOTHING TRANSPORT VAN | $30,000 | |
| OUR CALLING INC | |||||||
| PO BOX 140428 | DALLAS | TX | 75214 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| OUR DAILY BREAD | |||||||
| 300 W OAK STREET SUITE 100 | DENTON | TX | 76201 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| PARKLAND FOUNDATION | |||||||
| 1341 W MOCKINGBIRD LANE SUITE 1100E | DALLAS | TX | 75247 | PC | PEDIATRIC BEHAVIORAL HEALTH CAPITAL NEEDS - FURNITURE | $150,000 | |
| PEDIPLACE | |||||||
| 502 S OLD ORCHARD LANE SUITE 126 | LEWISVILLE | TX | 75067 | PC | TECHNOLOGY UPGRADE FOR ELECTRONIC HEALTH RECORDS, HEALTH QUALITY MEASURES AND REPORTING AND PATIENT MESSAGING | $25,000 | |
| PROMISE HOUSE | |||||||
| 224 W PAGE AVE | DALLAS | TX | 75208 | PC | PROGRAM VEHICLES | $50,000 | |
| READING PARTNERS | |||||||
| 2910 SWISS AVE | DALLAS | TX | 75204 | PC | READING PARTNERS LITERACY INTERVENTION FOR SYSTEMICALLY DISADVANTAGED NORTH TEXAS K-3 STUDENTS - FOR NEEDED EQUIPMENT TO IMPLEMENT PROGRAM | $35,000 | |
| RETINA FOUNDATION OF THE SOUTHWEST | |||||||
| 9600 N CENTRAL EXPRESSWAY SUITE 200 | DALLAS | TX | 75231 | PC | HVAC SYSTEM REMEDIATION | $100,000 | |
| SAMARITAN INN INC | |||||||
| 1725 N MCDONALD ST | MCKINNEY | TX | 75071 | PC | NORTH TEXAS GATEWAY APARTMENTS RENOVATION PROJECT | $35,000 | |
| SENIOR CITIZENS OF GREATER DALLAS INC | |||||||
| 3910 HARRY HINES | DALLAS | TX | 75219 | PC | REFURBISH FOR THE 60TH BIRTHDAY | $75,000 | |
| SHARING LIFE COMMUNITY OUTREACH | |||||||
| 3544 E EMPORIUM CIRCLE | MESQUITE | TX | 75150 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| SIGHT SAVERS AMERICA INC | |||||||
| 337 BUSINESS CIRCLE | BIRMINGHAM | AL | 35124 | PC | LOW VISION PROGRAM: DALLAS | $25,000 | |
| SOCIETY OF ST VINCENT DE PAUL CHARITABLE PHARMACY OF NORTH TEXAS | |||||||
| 3826 GILBERT AVENUE | DALLAS | TX | 75219 | PC | ST. VINCENT DE PAUL PHARMACY | $100,000 | |
| SOUPMOBILE INC | |||||||
| 2423 S GOOD LATIMER | DALLAS | TX | 75215 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| SOUTHERN DALLAS LINK INC | |||||||
| 3662 W CAMP WISDOM ROAD 2044 | DALLAS | TX | 75237 | PC | RIDE TO WORK PROGRAM | $30,000 | |
| SOUTHERN GATEWAY PUBLIC GREEN FOUNDATION | |||||||
| 300 CRESCENT COURT SUITE 400 | DALLAS | TX | 75201 | PC | SOUTHERN GATEWAY PARK | $150,000 | |
| SOUTHWEST TRANSPLANT ALLIANCE INC | |||||||
| 8190 MANDERVILLE LANE | DALLAS | TX | 75231 | PC | VITAL EQUIPMENT NEEDS FOR HILLCREST SIMULATION AND LEARNING LAB | $100,000 | |
| ST PHILIP & ST AUGUSTINE CATHOLIC ACADEMY | |||||||
| 8151 MILITARY PARKWAY | DALLAS | TX | 75227 | PC | INCREASE ACCESSIBILITY TO TECHNOLOGY | $50,000 | |
| ST PHILIP'S SCHOOL & COMMUNITY CENTER | |||||||
| 1600 PENNSYLVANIA AVENUE | DALLAS | TX | 75215 | PC | MIDDLE SCHOOL LAUNCH - FURNITURE AND TECHNOLOGY FOR 6TH AND 7TH GRADE CLASSROOMS | $100,000 | |
| TEXAS A&M FOUNDATION TEXAS A&M COLLEGE OF DENTISTRY | |||||||
| 3302 GASTON AVENUE BOX 101 | DALLAS | TX | 75246 | PC | TEXAS A&M COLLEGE OF DENTISTRY SPECIAL NEEDS DENTAL CLINIC | $200,000 | |
| TEXAS HEALTH RESOURCES FOUNDATION | |||||||
| 612 E LAMAR BLVD SUITE 300 | ARLINGTON | TX | 76011 | PC | MARGOT PEROT CENTER RENOVATION AT TEXAS HEALTH PRESBYTERIAN HOSPITAL DALLAS | $500,000 | |
| THE COVENANT SCHOOL | |||||||
| 7300 VALLEY VIEW LN | DALLAS | TX | 75240 | PC | COVENANT COMMONS CAPITAL CAMPAIGN | $50,000 | |
| THE DALLAS OPERA WINSPEAR OPERA HOUSE | |||||||
| 2403 FLORA STREET | DALLAS | TX | 75201 | PC | EDUCATION TRUCK | $50,000 | |
| THE STEWPOT OF FIRST PRESBYTERIAN CHURCH | |||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | PC | THE STEWPOT ELEVATOR REPAIR/REPLACEMENT PROJECT TO ENSURE UNINTERRUPTED PROGRAM ACCESSIBILITY | $100,000 | |
| THE STEWPOT OF FIRST PRESBYTERIAN CHURCH | |||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| THE VISITING NURSE ASSOCIATION OF TEXAS | |||||||
| 1420 W MOCKINGBIRD LANE SUITE 700 | DALLAS | TX | 75247 | PC | VNA TECHNOLOGY UPGRADE | $50,000 | |
| THEATRE THREE INCORPORATED | |||||||
| 2688 LACLEDE STREET STE 120 | DALLAS | TX | 75201 | PC | THEATRE TOO CHAIRLIFT | $30,000 | |
| TREC COMMUNITY INVESTORS | |||||||
| 3100 MCKINNON STREET SUITE 1150 | DALLAS | TX | 75201 | PC | FOREST DISTRICT AFFORDABLE HOUSING DEVELOPMENT | $50,000 | |
| TRINITY CHRISTIAN ACADEMY FOUNDATION | |||||||
| 17001 ADDISON ROAD | ADDISON | TX | 75001 | PC | CAMPUS SECURITY FENCE AND ENTRANCE GATE | $100,000 | |
| TRINITY PARK CONSERVANCY | |||||||
| 1444 OAK LAWN AVENUE SUITE 200 | DALLAS | TX | 75207 | PC | REIMAGINE OUR RIVER: HAROLD SIMMONS PARK - RESTRICTED TO CONSTRUCTION | $500,000 | |
| TWELFTH STEP MINISTRY INC | |||||||
| 5324 W NORTHWEST HIGHWAY | DALLAS | TX | 75220 | PC | BUILDING A HOUSE OF HOPE | $500,000 | |
| UPLIFT EDUCATION | |||||||
| 3000 PEGASUS PARK DR SUITE 1100 | DALLAS | TX | 75249 | PC | BOLDLY UPLIFT: 2021-2026 STRATEGIC GROWTH, SPECIFICALLY FOR LIBRARIES | $300,000 | |
| UT SOUTHWESTERN MEDICAL CENTER | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | PC | UT SOUTHWESTERN AND UT DALLAS JOINT BIOMEDICAL ENGINEERING AND SCIENCES BUILDING | $250,000 | |
| WESLEY-RANKIN COMMUNITY CENTER | |||||||
| 3100 CROSSMAN AVENUE | DALLAS | TX | 75212 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| WESLEY-RANKIN COMMUNITY CENTER | |||||||
| 3100 CROSSMAN AVENUE | DALLAS | TX | 75212 | PC | SENIOR CITIZEN'S BUILDING REPAIRS & SAFETY IMPROVEMENTS (CASA FELIZ) | $25,000 | |
| WEST DALLAS COMMUNITY SCHOOL | |||||||
| 2300 CANADA DRIVE | DALLAS | TX | 75212 | PC | NEW BLACKTOP AND SPORT COURT FOR WDCS PLAYGROUND | $150,000 | |
| WHITE ROCK CENTER OF HOPE | |||||||
| PO BOX 180358 | DALLAS | TX | 75218 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| WHITE ROCK CENTER OF HOPE | |||||||
| PO BOX 180358 | DALLAS | TX | 75218 | PC | CAPACITY BUILDING FOR EMPOWERMENT: NEIGHBOR SERVICES CRM | $30,000 | |
| WILKINSON CENTER | |||||||
| PO BOX 720248 | DALLAS | TX | 75372 | PC | HUMANITARIAN GRANT TO PURCHASE FOOD, CLOTHING AND OTHER ESSENTIAL ITEMS FOR THE UNDERSERVED IN THE DFW AREA | $10,000 | |
| WIPE OUT KIDS CANCER INC | |||||||
| 1349 EMPIRE CENTRAL STE 100 | DALLAS | TX | 75247 | PC | BUDDY BAG PROGRAM | $170,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,890,000 | 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 | $3,351,804 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,207 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,008,946 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,362,957 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,362,957 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LANE GORMAN TRUBITT LLC | $61,395 | $36,837 | $24,558 |
| TAX REVIEW FEE - BOA | $1,675 | $1,005 | $670 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA AS CORPORATE TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINSTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME SECURITIES | AT COST | $27,008,223 | $25,224,263 |
| EQUITY SECURITIES | AT COST | $78,229,072 | $111,795,547 |
| ALTERNATIVE INVESTMENTS | AT COST | $24,287,908 | $28,961,467 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| THOMPSON & KNIGHT LLP | $4,533 | $0 | $4,533 |
| HOLLAND & KNIGHT LLP | $8,862 | $0 | $8,862 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP TO TAX DIFFERENCES | Desc |
| Amt | $1,404,102 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTMAKING EXPENSE | $471,616 | $0 | $471,616 |
| PARTNERSHIP EXPENSES | $46,163 | $46,163 | $0 |
| INSURANCE | $27,309 | $16,385 | $10,924 |
| OTHER INVESTMENT FEE | $662 | $662 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,207 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,207 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,207 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT CONSULTING - KAREN SHUFORD | $35,000 | $0 | $35,000 |
| INVESTMENT ADVISORY FEES | $270,887 | $270,887 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ESTIMATES | $215,000 | $0 | $0 |
| FOREIGN TAXES | $118,410 | $118,410 | $0 |
| EXCISE TAX - PRIOR YEAR | $75,000 | $0 | $0 |
Comments