2025-01-15T20:21:24-05:00 2024-08-31 752069885 Owen E Barnett CPA 4606 Park Springs Blvd Ste 120 Arlington TX 76017 990PF 2023-09-01 237237919 The Eugene McDermott Foundation EUGE 1937 Malone Cliff View Dallas TX 75208 Mary M Cook Pres Trustee 2143699222 2025-01-09 true true Owen E Barnett P00500582 2148550670 X 2023 2024-10-15 13:58:12Z X 249573652 X 5941 7067205 7026508 9891686 77180877 9891686 32851 32851 16997683 16951045 34000 8500 25500 17500 4375 13125 940271 879306 60965 265432 41015 469 469 1257672 933665 99590 60792500 60792500 62050172 933665 60892090 -45052489 16017380 0 2213 19712 19712 1722020 6848524 6852212 25941362 21048006 21986805 128212237 100994740 173588172 24093677 19840004 19702568 30910543 16446847 27424183 210882052 165197833 249573652 0 0 X 155778671 165670357 55103381 -472524 210882052 165197833 210882052 165197833 210882052 -45052489 165829563 631730 165197833 Publicly traded securities 74754329 67289191 7465138 7465138 CHCP Global Securities LP - K-1 1938443 1938443 1938443 Socorro Dynamic Opport Fund LP-K-1 488105 488105 488105 9891686 222642 0 222642 0 222642 206200 206200 16442 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 199823 CH Investment Partners 3953 Maple Avenue Suite 250 Dallas TX 75219 Investment manager 269245 UBS Financial Services Inc 7250 Dallas Parkway 12th Floor Dallas TX 752044920 Investment manager 160274 NA 0 NA 0 235883794 13150 0 235896944 0 235896944 3538454 232358490 11617925 11617925 222642 222642 11395283 11395283 11395283 60892090 60892090 11395283 2139113 7347669 5958117 3066699 7477990 25989588 60892090 11395283 49496807 75486395 0 2139113 73347282 7347669 5958117 3066699 7477990 49496807 None None Mary McDermott Cook 1937 Malone Cliff View Dallas TX 75208 2143699222 No prescribed form required None None American Focus Inc 841 Locust Ave Charlottesville VA 229024001 PC For Documentary of Life of Georgia OKeefe 50000 American Red Cross - DFW Chapter 2055 Kendall Drive Dallas TX 75235 PC For designated as most needed 250000 Arts Mission Oak Cliff 410 S Windomere Ave Dallas TX 75208 PC For Arts Mission Oak Cliff for Accessibility Accom 50000 Ascend Dallas 4201 Spring Valley Rd Suite 1400 Dallas TX 75244 PC For Women & Families for Nurse-Family Partnership 50000 ATT Performing Arts Center 700 North Pearl Street Suite N1800 Dallas TX 75201 PC For Turn Up the Lights 25000 ATT Performing Arts Center 700 North Pearl Street Suite N1800 Dallas TX 75201 PC For Arts Bridge South 150000 Big Thought 1409 Botham Jean Blvd Ste 1015 Dallas TX 752156863 PC For Dallas City of Learning and Growth 500000 Black Tie Dinner Inc 3824 Cedar Springs Road Ste 335 Dallas TX 75219 PC For Operations 50000 Blair House Foundation PO Box 27208 Washington DC 200387208 PC For Renovation of Presidents Guest House 250000 Braniff Airways Foundation Inc P O Box 610646 2200 Braniff Blvd Dallas TX 75261 PC For End of the Plain Plane Film 30000 Bruce Wood Dance Co Inc 3630 Harry Hines Blvd Box 36 Dallas TX 75219 PC For General Operations 25000 Cistercian Preparatory School 3660 Cistercian Road Irving TX 75039 PC To Convert the Flex Lab to Robotics 100000 Compass School 5414 W Northwest Hwy Dallas TX 752203903 PC For Operations 500000 Crohns Colitis Fnd of America 12801 N Central Expressway Ste 530 Dallas TX 75243 PC For Operations 10000 Dallas Afterschool Network 3900 Willow Street 110 Dallas TX 75226 PC For Programs 50000 Dallas Arboretum Botanical Soc 8617 Garland Rd Dallas TX 752183914 PC For Increase in Hourly Wages 500000 Dallas Black Dance Theatre 2700 Ann Williams Way Dallas TX 752012508 PC For Five Works Educational Outreach & Health Bene 200000 Dallas CASA 2757 Swiss Avenue Dallas TX 75204 PC For General Operations 15000 Dallas Contemporary 161 Glass St Dallas TX 75207 PC For General Operations 25000 Dallas Foundation 3000 Pegasus Park Dr Ste 930 Dallas TX 75247 PC For AURORA 100000 Dallas Museum of Art 1717 N Harwood St Dallas TX 75201 PC For 25th Anniversary of Art in Bloom 25000 Dallas Museum of Art 1717 N Harwood St Dallas TX 75201 PC For Reimagining the DMA 10000000 Dallas Museum of Art 1717 N Harwood St Dallas TX 75201 PC For Art Ball 100000 Dallas Museum of Art 1717 N Harwood St Dallas TX 75201 PC For Dallas Museum of Art for Junior Associates 35000 Dallas Symphony Association Inc 2301 Flora Street Ste 300 Dallas TX 752012413 PC For Dallas Symphony for Gala 30000 Dallas Symphony Association Inc 2301 Flora Street Ste 300 Dallas TX 752012413 PC For Annual Fund Operations & Endowment Grant 9000000 Dallas Symphony Association Inc 2301 Flora Street Ste 300 Dallas TX 752012413 PC For YPX Gala 35000 Dallas Theater Center 2400 Flora St Dallas TX 75201 PC For Operations 15000 Dallas Zoological Society 650 S RL Thornton Freeway Dallas TX 75203 PC For new exhibit 10000000 Dallas Zoological Society 650 S RL Thornton Freeway Dallas TX 75203 PC For 2024 Zoo to Do 250000 Downtown Dallas Parks Conservancy 901 Main St Ste 630 Dallas TX 75202 PC For Creation of Maintenace Standards Manual 35000 Ecolife Conservation 2810 Pio Pico Dr Carlsbad CA 920081521 PC For Monarch Butterfly Conservation 50000 Ecolife Conservation 2810 Pio Pico Dr Carlsbad CA 920081521 PC For Monarch Butterfly Conservation 25000 Encore Park Dallas 1835 Young Street Dallas TX 75201 PC For Renovation of 508 Park Avenue 100000 Fair Park First 3809 Grand Ave Dallas TX 752101007 PC For Rebirth of Magnolia Lounge 1500000 Family Place Inc PO Box 7999 Dallas TX 752090999 PC For General Operations 25000 Fort Worth Symphony Orchestra Assoc 330 E 4th Street Ste 200 Fort Worth TX 76102 PC For Jake Heggies Earth 20 30000 Fossil Rim Wildlife Center 2299 Country Road 2008 Glen Rose TX 76043 PC For Animal Health and Conservation Center 100000 Friends of Warren Ferris Cemetery 1609 Saint Francis Ave Dallas TX 752184369 PC For Constellation of Living Memorials 50000 Gensis Womens Shelter Support 2023 Lucas Dr Dallas TX 75219 PC For Capacity Building 50000 Girl Scouts of Northeast Texas 6001 Summerside Dr Ste 101 Dallas TX 75252 PC For Programs 25000 Girls Incorporated of Metro Dallas 2040 Empire Central Dallas TX 75235 PC For Operations 10000 Greenspace Dallas 9200 Chancellor Row Dallas TX 75247 PC For Honor of the Green Czar Garrett Boone 150000 High-Tech High Heels 5959 Royal Lane Unit 671222 Mellwood AR 72367 PC For Operations 50000 Hockaday School 11600 Welch Road Dallas TX 75229 PC For Scholarships 30000 Hockaday School 11600 Welch Road Dallas TX 75229 PC For Capital Purchases to Support Hockaday Row Team 15000 Housing Forward 3000 Pegasus Park Dr Ste 1020 Dallas TX 75247 PC For Street to Home Initiative 1000000 Impact Ventures 4621 Ross Avenue Ste 120 Dallas TX 75204 PC For Capital Fund 100000 Independent Feature Project 104 West 29th St 12th Floor New York NY 10001 PC For Things We Shouldnt Talk About 150000 Jubilee Park Comm Center Corp 917 Bank Street Dallas TX 75223 PC For Expansion 225000 Keep America Beautiful Inc 1010 Washington Blvd Stamford CT 069012202 PC For Tree Planting in Texas 50000 Lady Bird Johnson Wildflower Center 4801 LaCrosse Avenue Austin TX 78739 PC For Renovations Redesign and Maintenance 1300000 Lamplighter School 11611 Inwood Road Dallas TX 75229 PC For History Book Producation & Financial Aid 70000 Lone Star Wind Orchestra 12740 Hillcrest Rd Ste 175-B Dallas TX 75230 PC For Programs 25000 My Possibilities 3601 Mapleshade Lane Plano TX 75075 PC For Operations 100000 Nasher Sculpture Center 2001 Flora Street Dallas TX 75201 PC For Nasher Sculpture Center Artist Grant Fund 50000 Natl Tr for Historic Preservation 600 14th St NW Ste 500 Washington DC 200052011 PC For Hope Crew Initiative and Unrestricted 50000 Nexus Recovery Center Incorporated 8733 La Prada Drive Dallas TX 75228 PC For Operations 50000 North Dallas Shared Ministries Inc 2875 Merrell Road Dallas TX 75229 PC For Honor of Leonard Riggs and Ellen Key 100000 OutLoud Dallas 5500 Caruth Haven Lane Dallas TX 75225 PC For Operations 20000 OutLoud Dallas 5500 Caruth Haven Lane Dallas TX 75225 PC For Programs 100000 Perot Museum of Nature and Science 2201 N Field St Dallas TX 75201 PC For Outdoor Space 1000000 Perot Museum of Nature and Science 2201 N Field St Dallas TX 75201 PC For Night at the Museum 50000 Planned Parenthood of Greater Texas 7424 Greenville Ave Ste 206 Dallas TX 75231 PC For Operations 1000000 Project Unity PO Box 224486 Dallas TX 75222 PC For Together We Sing event 25000 Reader 2 Leaders PO Box 195076 Dallas TX 75219 PC For Operations 50000 Resource Center of Dallas Inc 5750 Cedar Springs Road Dallas TX 75235 PC For LGBTQIA Health Campus 400000 Ronald McDonald House of Dallas Inc 4707 Bengal St Dallas TX 75235 PC For Programs 50000 Rosemont Dads Club 1851 Timbergrove Circle Dallas TX 75208 PC For Sprinkler System and Sod 5000 Second Tought Theatre 3839 McKinney Ave Ste 155452 Dallas TX 752041413 PC For Operations 20000 Skatepark for Dallas 6904 Bob O Link Dr Dallas TX 752143236 PC For Westmoreland Skatepark 25000 Smithsonians National Zoo 3001 Connecticut Ave NW Washington DC 20008 PC For Panda Exhibit 1000000 Southern Gateway Public Green Fnd 633 W Davis St Ste 227 Dallas TX 75208 PC For Phase 1 1000000 St Phillips School Comm Center 1600 Pennsylvania Ave Dallas TX 75215 PC For Operations 25000 Suicide Crisis Center of N Texas 2808 Swiss Ave Dallas TX 75204 PC For Teens Can Survive Program 20000 TACA Inc 1722 Routh Street Dallas TX 75201 PC For Silver Cup Award 25000 TACA Inc 1722 Routh Street Dallas TX 75201 PC For Operations 250000 Teach for America Inc 3000 Pegasus Park Dr Ste 1045 Dallas TX 75247 PC For Tutoring Fellowship 150000 Teco Theatrical Productions Inc 215 S Tyler St Dallas TX 752084934 PC For Programs 20000 Texas Ballet Theater PO Box 123290 Fort Worth TX 76121 PC For Operations 25000 Texas Tree Foundation 3000 Pegasus Park Drive Ste 740 Dallas TX 75247 PC For Operations 1000000 Texas Wind Musical Outreach Inc 13601 Preston Road Dallas TX 75240 PC For Concerts for Seniors 17500 Texas Jazz Band 440 Lakewood Dr Fairview TX 75069 PC For One Year Concert Production Costs 10000 The Cedars Union 1219 S Ervay Dallas TX 75215 PC For Programs 50000 The Commit Partnership 3000 Pegasus Park Drive Ste 900 Dallas TX 75247 PC For Operations 500000 Th Storehouse of Collin County 1401 Mira Vista Blvd Plano TX 75093 PC For Operations 30000 The Visiting Nurse Assoc of Texas 1420 W Mockingbird Ln Ste 700 Dallas TX 752475051 PC For Meals on Wheels 250000 TITAS 700 N Pearl St Ste N1800 Dallas TX 75201 PC For Gala 10000 Transform 1012 N Main Street 1617 Park Place Ave Ste 110 Fort Worth TX 76110 PC For Operations and Capital Campaign 1000000 Trinity River Audobon Center 6500 Great Trinity Forest Way Dallas TX 75217 PC For Refurbishing exhibits and Operations 1500000 Turtle Creek Chorals Inc 3630 Harry Hines Blvd Dallas TX 75219 PC For Gala 100000 U S A Film Festival 6116 N Central Expressway Ste 105 Dallas TX 75206 PC For Honor of 40th Anniversary 40000 United Way of Metropolitan Dallas 1800 North Lamar Dallas TX 75202 PC For Programs 3000000 Univ of N Texas Fnd Inc 1155 Union Circle 311250 Denton TX 76203 PC For Endowment 75000 University of Texas at Dallas 1966 Inwood Rd Dallas TX 75235 PC For Center for Brain Health 150000 University of Texas at Dallas 1966 Inwood Rd Dallas TX 75235 PC For McDermott Suite Renovation 1200000 University of Texas at Dallas 1966 Inwood Rd Dallas TX 75235 PC For Polycraft World Initiative 300000 University of Texas at Dallas 1966 Inwood Rd Dallas TX 75235 PC For TI Biomedical Engineering & Science Building 4000000 Urban Teachers 1825 Market Center Blvd Ste 320 Dallas TX 75207 PC For Operations 75000 UT Southwestern Medical Center 5323 Harry Hines Blvd Dallas TX 753909009 PC For TI Biomedical Engineering & Science Building 4000000 Verdigris Ensemble 3630 Harry Hines Blvd Box 45 Dallas TX 752193201 PC For 2024-2025 Season Production 50000 Vickery Meadow Youth Dev Fnd 7110 Holly Hill Dr Dallas TX 75231 PC For Programs 100000 Volunteers of America Inc 2906 Swiss Ave Dallas TX 752045962 PC For Resolana 25000 World Affairs Council of DFW 325 N St Paul Street Ste 2200 Dallas TX 752013842 PC For Global Youth Leaders Program 50000 Year Up DallasFort Worth 701 Elm Street 4th Floor Dallas TX 75202 PC For General Operations 25000 Young Womens Preparatory Network 1722 Routh Street Ste 720 Dallas TX 75201 PC For Operations 25000 Youth With Faces 6333 E Mockingbird Ln Ste 147-872 Dallas TX 75214 PC For Programs 15000 60792500 0 14 7067205 18 9891686 Invest income - K-1 14 32851 16991742 16991742 false false false false false false false false false false X X 1 Safety Alerts For Education Fdn 272 Farley Rd Hollis NH 03049 5941 X Owen Barnett CPA-Form 990-PF 17500 4375 0 13125 Form 990PF-General Explanation Attachment 1 Form 990, Part VI, Line 8 - Penalty for underpayment of estimated taxPenalty amount is $1,142 using the Annualized Income Installment Method. See attached Form 2220. BOA-2629210-sch attached 4158693 4164834 Pershing P4K-6802-sch attached 1902879 1976748 UBS acct 51860-sch attached 13778432 13560986 BOA acct 0035007-sch attached 1996414 2983966 BOA acct 0048896-sch attached 2958845 4343823 BOA acct 0097539-sch attached 0 0 BOA acct 2771053-sch attached 0 0 BOA acct 7208143-sch attached 27677060 44923707 BOA acct 2629210-sch attached 0 0 Pershing P4K-2942-sch attached 4995173 5157223 Pershing NOK-6851-sch attached 5224331 5653724 Pershing QAG-2652-sch attached 14425119 30217010 UBS acct 51860-sch attached 26535905 44316960 UBS acct 51896-sch attached 17181893 35991759 10545644 10326612 5141152 5221858 BOA-7208143-Mineral interest 1 100 CHCP Global Securities, L.P. 14646995 25520431 Socorro Dynamic Opportunity Fund LP 0 0 UBS acct 81896-see sched. 1010000 991085 CHCP Direct Investors, LP CLO TE 789851 912567 Adjustment to cost basis of assets 631728 Rounding 2 Postage 0 0 0 0 Office supplies and expense 0 0 0 0 Bank charges 469 469 0 0 CHCP Global Sec LP-invest exp 0 0 0 0 Other investment income - K-1 32851 32851 0 Bank of America-agency fees 199824 159859 0 39965 Angie Shepard-contract admin 28000 7000 0 21000 CH Investment Partners-fees 269245 269245 0 0 Advisory fees BOA 9498 9498 0 0 CHCP Global Securities LP-fees 217605 217605 0 0 Socorro Dynamic OpportFd-fees 54424 54424 0 0 UBS-investment fees 160274 160274 0 0 CHCP Direct Investors LP-fees 1401 1401 0 0 Federal excise taxes paid 224417 0 0 0 Foreign taxes paid 41015 41015 0 0