THE BEN AND MARY DOSKOCIL FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE BEN AND MARY DOSKOCIL FAMILY FOUNDATION (EIN 75-2715940)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-16
IRS object ID
202311369349101071
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-16T13:22:30-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752305655PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1R BARRY JOHNSON & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11504 W ABRAM STAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76013ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752715940EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BEN AND MARY DOSKOCIL FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBENABusinessNameControlTxt
Phone8177846742PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11720 OAK VILLAGE BLVD STE 100AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP760177952ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBENJAMIN L DOSKOCILPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8177846742PhoneNum
Signature2023-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBENJAMINPersonFirstNm
Person LastDOSKOCILPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonR BARRY JOHNSON CPAPreparerPersonNm
PTINP00095838PTIN
Phone8172777614PhoneNum
Preparation2023-05-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$83,119,912FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$252,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,268InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,268InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,127,749DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,127,749DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,288,077NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,831,732GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$23,076OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$23,076OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$1,877,984TotalRevAndExpnssAmt
Total Net Invst Incm$1,158,093TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$360LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$241LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$119LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,832AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,918AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$391,537OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$261,025OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$130,512OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$40,406TaxesRevAndExpnssAmt
Taxes Net Invst Incm$40,406TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,477OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,209OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$268OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$448,530TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$313,713TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$134,817TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,173,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,173,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,621,530TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$313,713TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,307,817TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,499,514ExcessRevenueOverExpensesAmt
Net Investment Income$844,380NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$2CashEOYAmt
Cash EOYFMV$2CashEOYFMVAmt
Sav And Temp Cash Invst BOY$22,697,122SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,435,839SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,435,839SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$704AcctRcvblAmt
Acct Rcvbl EOY$704AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$704AcctRcvblEOYFMVAmt
Corporate Stock BOY$62,970,701CorporateStockBOYAmt
Corporate Stock EOY$70,356,428CorporateStockEOYAmt
Corporate Stock EOYFMV$67,481,848CorporateStockEOYFMVAmt
Other Investments BOY$4,869,594OtherInvestmentsBOYAmt
Other Investments EOY$3,244,930OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,201,519OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,957LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,957LandBldgEquipAccumDeprecAmt
Total Assets BOY$90,537,417TotalAssetsBOYAmt
Total Assets EOY$86,037,903TotalAssetsEOYAmt
Total Assets EOYFMV$83,119,912TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$90,537,417NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$86,037,903NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$90,537,417TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$86,037,903TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$90,537,417TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$86,037,903TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$90,537,417TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,499,514ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$86,037,903SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$86,037,903TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (229 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmt
FORTRESS PROPERTIES LTD K-1P$1,629,717-$1,629,717-$1,629,717
APPLE INC$78,819$509$5092021-11-262022-08-31$79,328
APPLE INC$81,538-$2,210-$2,2102022-01-212022-08-31$79,328
AMAZON.COM INC$7,687$21,479$21,4792016-08-102022-08-16$29,166
AMAZON.COM INC$70,416-$12,084-$12,0842021-11-052022-08-16$58,332
AMAZON.COM INC$247,010-$42,849-$42,8492021-11-262022-08-16$204,161
AMAZON.COM INC$143,510$2,319$2,3192022-01-212022-08-16$145,829
EMBECTA CORP$2,479$732$7322018-12-272022-04-11$3,211
EMBECTA CORP$1,983$264$2642019-08-152022-04-11$2,247
EMBECTA CORP$883$80$802020-02-112022-04-11$963
EMBECTA CORP$8,371$1,261$1,2612021-11-052022-04-11$9,632
EMBECTA CORP$4,506$631$6312021-11-262022-04-11$5,137
EMBECTA CORP$606$36$362022-01-212022-04-11$642
MERCK & CO INC$95,783$19,943$19,9432019-02-052022-04-28$115,726
MERCK & CO INC$99,179$7,645$7,6452019-08-292022-04-28$106,824
AMPHENOL CORP CL A NEW$9,099$3,921$3,9212020-07-302022-01-27$13,020
CARRIER GLOBAL CORP REG$10,729$1,399$1,3992021-01-082022-01-27$12,128
FID NATIONAL FINL INC$9,494$2,599$2,5992020-12-162022-01-27$12,093
FID NATIONAL FINL INC$9,750$2,343$2,3432020-12-172022-01-27$12,093
IDEXX LAB INC DEL $0.10$13,672$4,280$4,2802020-07-242022-01-27$17,952
S&P GLOBAL INC$17,418$5,139$5,1392020-02-142022-01-27$22,557
NIKE INC CL B$23,477$3,988$3,9882020-09-252022-01-27$27,465
NIKE INC CL B$8,777$908$9082020-10-092022-01-27$9,685
PERKINELMER INC$10,364$1,925$1,9252020-12-032022-01-27$12,289
QUALCOMM INC$5,139$4,242$4,2422020-01-022022-01-27$9,381
QUALCOMM INC$1,695$1,378$1,3782020-01-082022-01-27$3,073
QUALCOMM INC$1,627$1,284$1,2842020-01-092022-01-27$2,911
QUALCOMM INC$1,627$1,284$1,2842020-01-092022-01-27$2,911
QUALCOMM INC$90$72$722020-01-092022-01-27$162
QUALCOMM INC$5,109$3,948$3,9482020-01-162022-01-27$9,057
QUALCOMM INC$1,249$1,177$1,1772020-02-242022-01-27$2,426
QUALCOMM INC$8,168$728$7282020-11-202022-01-27$8,896
QUALCOMM INC$3,594$449$4492020-12-112022-01-27$4,043
SALESFORCE COM INC$18,666$923$9232020-08-072022-01-27$19,589
SALESFORCE COM INC$12,130-$2,548-$2,5482020-08-282022-01-27$9,582
SALESFORCE COM INC$14,258-$2,760-$2,7602020-10-092022-01-27$11,498
SYNOPSYS INC$13,325$13,515$13,5152020-01-022022-01-27$26,840
SYNOPSYS INC$8,252$2,884$2,8842020-08-212022-01-27$11,136
THOMSON REUTERS CORP REG$10,618$4,672$4,6722020-01-022022-01-27$15,290
THOMSON REUTERS CORP REG$3,060$1,176$1,1762020-01-082022-01-27$4,236
THOMSON REUTERS CORP REG$2,860$1,066$1,0662020-01-092022-01-27$3,926
THOMSON REUTERS CORP REG$3,763$1,402$1,4022020-01-092022-01-27$5,165
THOMSON REUTERS CORP REG$5,789$1,856$1,8562020-01-162022-01-27$7,645
THOMSON REUTERS CORP REG$10,524$4,869$4,8692020-07-202022-01-27$15,393
TJX COS INC NEW$14,569$813$8132020-12-112022-01-27$15,382
TJX COS INC NEW$4,191$124$1242020-12-232022-01-27$4,315
TJX COS INC NEW$7,242$136$1362020-12-302022-01-27$7,378
TYSON FOODS INC CL A$35,252$18,736$18,7362020-10-212022-01-27$53,988
WALMART INC$6,592$192$1922020-07-202022-01-27$6,784
WEST PHARMACTL SVCS INC$10,207$10,551$10,5512020-05-012022-01-27$20,758
WEST PHARMACTL SVCS INC$3,432$3,103$3,1032020-05-082022-01-27$6,535
WEST PHARMACTL SVCS INC$12,881$11,336$11,3362020-06-122022-01-27$24,217
COMM SERVICES SELECT$43,825-$6,198-$6,1982021-10-212022-01-27$37,627
NEXTERA ENERGY INC SHS$16,848-$1,733-$1,7332021-10-182022-01-27$15,115
NEXTERA ENERGY INC SHS$88,992-$11,821-$11,8212021-10-212022-01-27$77,171
VERTIV HLDG CO$58,193$8,359$8,3592021-02-052022-01-27$66,552
VERTIV HLDG CO$18,080-$664-$6642021-06-022022-01-27$17,416
VERTIV HLDG CO$281-$42-$422021-07-302022-01-27$239
VERTIV HLDG CO$229-$38-$382021-09-022022-01-27$191
VERTIV HLDG CO$77,134$447$4472021-10-212022-01-27$77,581
WALMART INC$39,867-$1,742-$1,7422021-10-182022-01-27$38,125
ABBVIE INC SHS$7,570$4,916$4,9162020-01-022022-02-23$12,486
ABBVIE INC SHS$1,439$911$9112020-01-082022-02-23$2,350
ABBVIE INC SHS$2,695$1,712$1,7122020-01-092022-02-23$4,407
ABBVIE INC SHS$8,412$5,396$5,3962020-01-162022-02-23$13,808
ABBVIE INC SHS$2,677$2,024$2,0242020-01-242022-02-23$4,701
ABBVIE INC SHS$10,138$6,755$6,7552020-02-272022-02-23$16,893
ABBVIE INC SHS$6,296$5,309$5,3092020-04-092022-02-23$11,605
ABBVIE INC SHS$5,186$2,012$2,0122020-12-302022-02-23$7,198
BLACKROCK INC$10,662$4,794$4,7942020-01-022022-02-23$15,456
BLACKROCK INC$2,538$1,142$1,1422020-01-082022-02-23$3,680
BLACKROCK INC$2,564$1,116$1,1162020-01-092022-02-23$3,680
BLACKROCK INC$2,566$1,114$1,1142020-01-092022-02-23$3,680
BLACKROCK INC$2,566$1,114$1,1142020-01-092022-02-23$3,680
BLACKROCK INC$16,005$6,075$6,0752020-01-162022-02-23$22,080
BLACKROCK INC$18,010$4,806$4,8062020-07-202022-02-23$22,816
CROWN CASTLE REIT INC$14,290$1,305$1,3052020-01-022022-02-23$15,595
CROWN CASTLE REIT INC$3,613$728$7282020-01-082022-02-23$4,341
CROWN CASTLE REIT INC$3,484$696$6962020-01-092022-02-23$4,180
CROWN CASTLE REIT INC$3,486$694$6942020-01-092022-02-23$4,180
CROWN CASTLE REIT INC$1,206$241$2412020-01-092022-02-23$1,447
CROWN CASTLE REIT INC$17,352$2,745$2,7452020-01-162022-02-23$20,097
CROWN CASTLE REIT INC$865$100$1002020-01-242022-02-23$965
CROWN CASTLE REIT INC$30,673-$1,090-$1,0902020-07-202022-02-23$29,583
EMERSON ELEC CO$4,309$795$7952020-01-022022-02-23$5,104
EMERSON ELEC CO$1,621$293$2932020-01-202022-02-23$1,914
EMERSON ELEC CO$1,383$258$2582020-01-242022-02-23$1,641
EMERSON ELEC CO$4,830$1,277$1,2772020-01-312022-02-23$6,107
EMERSON ELEC CO$11,026$1,917$1,9172020-02-032022-02-23$12,943
EMERSON ELEC CO$6,230$1,427$1,4272020-02-072022-02-23$7,657
EMERSON ELEC CO$1,942$610$6102020-02-242022-02-23$2,552
EMERSON ELEC CO$1,997$920$9202020-07-202022-02-23$2,917
LULULEMON ATHLETICA INC$4,408$1,253$1,2532020-01-022022-02-23$5,661
LULULEMON ATHLETICA INC$237$61$612020-01-082022-02-23$298
LULULEMON ATHLETICA INC$1,657$429$4292020-01-092022-02-23$2,086
LULULEMON ATHLETICA INC$1,419$369$3692020-01-092022-02-23$1,788
MCKESSON CORPORATION COM$8,413$4,783$4,7832020-12-232022-02-23$13,196
NETFLIX COM INC$13,560$1,964$1,9642020-03-132022-02-23$15,524
PNC FINCL SERVICES GROUP$7,200$1,782$1,7822020-01-022022-02-23$8,982
PNC FINCL SERVICES GROUP$2,228$566$5662020-01-082022-02-23$2,794
PNC FINCL SERVICES GROUP$8,189$2,589$2,5892020-01-162022-02-23$10,778
PNC FINCL SERVICES GROUP$6,040$1,944$1,9442020-01-242022-02-23$7,984
PNC FINCL SERVICES GROUP$15,128$14,213$14,2132020-07-202022-02-23$29,341
ROKU INC CL A$8,018-$3,189-$3,1892020-10-022022-02-23$4,829
ROKU INC CL A$10,697-$5,747-$5,7472020-11-202022-02-23$4,950
ROKU INC CL A$3,545-$2,217-$2,2172020-12-112022-02-23$1,328
ADOBE INC$31,240-$6,485-$6,4852020-10-212022-02-07$24,755
ADOBE INC$91,060-$20,332-$20,3322021-12-082022-02-07$70,728
BLACKROCK INC$120,268-$21,645-$21,6452021-10-192022-02-23$98,623
BLACKROCK INC$38,917-$8,741-$8,7412021-11-022022-02-23$30,176
DANAHER CORP DEL COM$1,621-$304-$3042021-08-312022-02-23$1,317
DANAHER CORP DEL COM$91,644-$13,965-$13,9652021-10-212022-02-23$77,679
META PLATFORMS INC$57,667-$16,096-$16,0962021-05-282022-02-03$41,571
META PLATFORMS INC$18,540-$5,475-$5,4752021-06-152022-02-03$13,065
META PLATFORMS INC$356-$118-$1182021-07-302022-02-03$238
META PLATFORMS INC$260,907-$76,094-$76,0942021-10-182022-02-03$184,813
META PLATFORMS INC$161,271-$49,148-$49,1482021-10-212022-02-03$112,123
META PLATFORMS INC$41,748-$12,054-$12,0542021-12-142022-02-03$29,694
VANGUARD EXTD MKT ETF$91,340-$16,838-$16,8382021-11-022022-02-22$74,502
INVESCO QQQ TR SER 1$25,111-$1,250-$1,2502021-08-252022-02-16$23,861
INVESCO QQQ TR SER 1$1,141-$73-$732021-09-022022-02-16$1,068
INVESCO QQQ TR SER 1$64,684-$3,784-$3,7842021-09-152022-02-16$60,900
INVESCO QQQ TR SER 1$3,354-$149-$1492021-10-182022-02-16$3,205
INVESCO QQQ TR SER 1$362,345-$20,094-$20,0942021-10-212022-02-16$342,251
INVESCO EXCHANGE-TRADED$64,662-$5,011-$5,0112021-12-092022-02-07$59,651
HERC HOLDINGS$131,153-$26,758-$26,7582021-10-292022-02-23$104,395
TRUIST FINL CORP$120,054-$1,704-$1,7042021-10-182022-02-23$118,350
ZOETIS INC$139,669-$12,208-$12,2082021-10-212022-03-09$127,461
ZOETIS INC$68,975-$7,239-$7,2392021-11-022022-03-09$61,736
ADVNCD MICRO D INC$7,615$9,086$9,0862020-03-312022-04-07$16,701
ADVNCD MICRO D INC$3,569$3,865$3,8652020-04-092022-04-07$7,434
GOLDMAN SACHS GROUP INC$59,870-$3,462-$3,4622021-03-312022-04-07$56,408
LOWE'S COMPANIES INC$16,967$11,894$11,8942020-01-312022-04-07$28,861
ADOBE INC$190,609-$60,480-$60,4802021-10-182022-04-18$130,129
ADOBE INC$221,869-$73,879-$73,8792021-10-212022-04-18$147,990
ADVNCD MICRO D INC$100,585-$15,654-$15,6542021-10-292022-04-07$84,931
ADVNCD MICRO D INC$53,523-$18,390-$18,3902021-11-192022-04-07$35,133
VANGUARD EXTD MKT ETF$83,142-$15,376-$15,3762021-11-022022-04-07$67,766
VANGUARD LARGE CAP$77,843-$1,846-$1,8462021-07-292022-04-12$75,997
VANGUARD LARGE CAP$424-$20-$202021-09-022022-04-12$404
VANGUARD LARGE CAP$10,485-$379-$3792021-09-162022-04-12$10,106
VANGUARD LARGE CAP$186,901-$6,812-$6,8122021-10-182022-04-12$180,089
VANGUARD LARGE CAP$94,197-$4,658-$4,6582021-10-212022-04-12$89,539
INVESCO QQQ TR SER 1$211,694-$16,392-$16,3922021-10-182022-04-12$195,302
INVESCO QQQ TR SER 1$88,703-$8,128-$8,1282021-10-182022-04-18$80,575
INVESCO EXCHANGE-TRADED$92,914-$9,036-$9,0362021-10-182022-04-18$83,878
INVESCO EXCHANGE-TRADED$246,588-$27,152-$27,1522021-10-212022-04-18$219,436
INVESCO EXCHANGE-TRADED$12,302-$1,750-$1,7502021-12-092022-04-18$10,552
COMM SERVICES SELECT$76,475-$14,199-$14,1992021-10-182022-04-18$62,276
COMM SERVICES SELECT$196,639-$38,741-$38,7412021-10-212022-04-18$157,898
GOLDMAN SACHS GROUP INC$13,413-$1,700-$1,7002021-04-292022-04-07$11,713
GOLDMAN SACHS GROUP INC$33,728-$5,062-$5,0622021-05-112022-04-07$28,666
GOLDMAN SACHS GROUP INC$127,684-$25,601-$25,6012021-10-182022-04-01$102,083
GOLDMAN SACHS GROUP INC$37,464-$7,070-$7,0702021-10-202022-04-01$30,394
GOLDMAN SACHS GROUP INC$132,345-$32,167-$32,1672021-10-202022-04-07$100,178
VANECK SEMICONDUCTOR$89,940-$7,871-$7,8712021-10-182022-04-18$82,069
VANECK SEMICONDUCTOR$249,870-$25,871-$25,8712021-10-212022-04-18$223,999
VANECK SEMICONDUCTOR$209,617-$47,411-$47,4112021-11-192022-04-18$162,206
ISHARES EDGE MSCI USA$176,184-$24,789-$24,7892021-10-182022-04-18$151,395
ISHARES EDGE MSCI USA$99,354-$12,977-$12,9772021-10-212022-04-13$86,377
ISHARES EDGE MSCI USA$58,268-$8,599-$8,5992021-10-212022-04-18$49,669
ISHARES EDGE MSCI USA$147,054-$21,222-$21,2222021-10-262022-04-13$125,832
INTUIT INC COM$30,246-$9,105-$9,1052021-12-082022-04-18$21,141
JPMORGAN CHASE & CO$212,914-$52,056-$52,0562021-10-252022-04-07$160,858
LOWE'S COMPANIES INC$182,257-$37,554-$37,5542021-12-232022-04-07$144,703
MICROSOFT CORP$78,842-$6,019-$6,0192021-10-212022-04-12$72,823
NVIDIA$28,886-$8,457-$8,4572021-11-022022-04-27$20,429
AMAZON COM INC$3,463-$950-$9502021-09-022022-05-04$2,513
AMAZON COM INC$317,260-$86,069-$86,0692021-10-182022-05-04$231,191
AMAZON COM INC$28,072-$7,968-$7,9682021-11-302022-05-04$20,104
AMAZON COM INC$81,055-$23,257-$23,2572021-12-082022-05-04$57,798
EXPEDIA GROUP INC$196,840-$61,921-$61,9212022-04-202022-05-10$134,919
FORD MOTOR CO$171,980-$42,918-$42,9182021-10-292022-05-19$129,062
VANGUARD EXTD MKT ETF$166,348-$50,283-$50,2832021-10-182022-05-12$116,065
VANGUARD EXTD MKT ETF$223,422-$69,775-$69,7752021-10-212022-05-12$153,647
VANGUARD EXTD MKT ETF$61,869-$19,772-$19,7722021-11-022022-05-12$42,097
ISHARES CORE S&P TOTAL$104-$16-$162021-09-022022-05-25$88
ISHARES CORE S&P TOTAL$12,001-$1,684-$1,6842021-10-182022-05-25$10,317
ISHARES CORE S&P TOTAL$143,379-$21,781-$21,7812021-10-212022-05-25$121,598
TARGET CORP$65,013-$24,914-$24,9142022-04-212022-05-19$40,099
HOME DEPOT INC$27,736$7,040$7,0402020-01-022022-06-17$34,776
HOME DEPOT INC$7,554$1,756$1,7562020-01-082022-06-17$9,310
HOME DEPOT INC$8,301$1,830$1,8302020-01-092022-06-17$10,131
HOME DEPOT INC$8,323$1,808$1,8082020-01-092022-06-17$10,131
HOME DEPOT INC$1,570$347$3472020-01-092022-06-17$1,917
HOME DEPOT INC$36,464$7,348$7,3482020-01-162022-06-17$43,812
HOME DEPOT INC$25,575$1,260$1,2602020-07-202022-06-17$26,835
HOME DEPOT INC$32,567-$7,649-$7,6492021-10-202022-06-17$24,918
INTUIT INC$83,116-$30,526-$30,5262021-10-212022-06-17$52,590
INTUIT INC$11,426-$5,217-$5,2172021-12-082022-06-17$6,209
CACTUS INC$34,945$4,952$4,9522021-05-282022-08-31$39,897
FREEPORT-MCMORAN INC$6,995-$2,185-$2,1852021-06-022022-08-31$4,810
FREEPORT-MCMORAN INC$57,513-$16,836-$16,8362021-05-132022-08-31$40,677
FREEPORT-MCMORAN INC$19,131-$4,345-$4,3452021-04-292022-08-31$14,786
FREEPORT-MCMORAN INC$29,556-$3,962-$3,9622021-02-182022-08-31$25,594
CACTUS INC$50,882-$5,417-$5,4172021-10-212022-08-31$45,465
CACTUS INC$33,825-$3,101-$3,1012021-10-182022-08-31$30,724
FREEPORT-MCMORAN INC$22,964-$5,298-$5,2982021-10-182022-08-31$17,666
CACTUS INC$54,064-$4,794-$4,7942022-01-132022-08-31$49,270
FREEPORT-MCMORAN INC$35,860-$8,158-$8,1582021-10-212022-08-31$27,702
META PLATFORMS INC$21,893-$8,590-$8,5902020-01-022022-10-14$13,303
META PLATFORMS INC$7,292-$2,984-$2,9842020-01-082022-10-14$4,308
META PLATFORMS INC$7,618-$3,184-$3,1842020-01-092022-10-14$4,434
META PLATFORMS INC$7,170-$2,989-$2,9892020-01-092022-10-14$4,181
META PLATFORMS INC$15,016-$6,401-$6,4012020-01-162022-10-14$8,615
META PLATFORMS INC$1,593-$579-$5792020-02-242022-10-14$1,014
META PLATFORMS INC$21,271-$12,402-$12,4022021-04-262022-10-14$8,869
META PLATFORMS INC$56,349-$34,684-$34,6842021-05-282022-10-14$21,665
REAL ESTATE SELECT$7,130-$1,789-$1,7892021-10-182022-10-24$5,341
REAL ESTATE SELECT$137,559-$36,747-$36,7472021-10-212022-10-24$100,812
ALTRIA GROUP INC$61,845-$16,211-$16,2112022-04-182022-09-30$45,634
ALTRIA GROUP INC$137,707-$37,433-$37,4332022-04-202022-09-30$100,274
ALTRIA GROUP INC$109,715-$30,481-$30,4812022-05-052022-09-30$79,234
REAL ESTATE SELECT$44,935-$13,342-$13,3422021-12-142022-10-24$31,593
REAL ESTATE SELECT$48,505-$13,722-$13,7222022-04-042022-10-24$34,783
REAL ESTATE SELECT$108,250-$31,713-$31,7132022-04-042022-10-24$76,537
REAL ESTATE SELECT$41,893-$12,624-$12,6242022-04-072022-10-24$29,269
REAL ESTATE SELECT$129,968-$40,288-$40,2882022-04-212022-10-24$89,680
MARVELL TECH INC$120,758-$43,465-$43,4652021-10-182022-09-30$77,293
MARVELL TECH INC$91,141-$32,838-$32,8382021-10-202022-09-30$58,303
DIAMONDBACK ENERGY INC$34,830$22,990$22,9902021-05-282022-12-08$57,820
DIAMONDBACK ENERGY INC$10,671$2,222$2,2222021-10-122022-12-08$12,893
DIAMONDBACK ENERGY INC$69,753$15,182$15,1822021-10-182022-12-08$84,935
DIAMONDBACK ENERGY INC$39,750$8,765$8,7652021-10-212022-12-08$48,515
DIAMONDBACK ENERGY INC$48,685$7,540$7,5402021-11-022022-12-08$56,225
TESLA INC$17,858$35,133$35,1332020-06-052022-12-07$52,991
TESLA INC$13,799$748$7482020-11-202022-12-07$14,547
TESLA INC$234,353-$98,238-$98,2382021-10-212022-12-07$136,115
TESLA INC$31,627-$15,522-$15,5222021-10-262022-12-07$16,105
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,288,077CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,737InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,737SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,737TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28,990EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$28,990TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$17,253OverpaymentAmt
Applied To ES Tax$11,760AppliedToESTaxAmt
Refund$5,493RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNANCY BROWNIndividualWithBooksNm
Phone8177846742PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11720 OAK VILLAGE BLVD 100AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BENJAMIN L DOSKOCIL SR
1720 OAK VILLAGE BLVD 100ARLINGTONTX76017PRES & TREASURER10.00$0$0$0
EDWARD JOSEPH DOSKOCIL
1720 OAK VILLAGE BLVD 100ARLINGTONTX76017VP10.00$0$0$0
MARY FRANCES DOSKOCIL
1720 OAK VILLAGE BLVD 100ARLINGTONTX76017SECRETARY4.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$70,514,294AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,169,964AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$87,684,258TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$87,684,258AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,315,264CashDeemedCharitableAmt
Net Vl Noncharitable Assets$86,368,994NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,318,450MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,318,450MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,737TaxBasedOnInvestmentIncomeAmt
Total Tax$11,737TotalTaxAmt
Distributable Before Adj$4,306,713DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,306,713DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,306,713DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,307,817ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,307,817QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,306,713DistributableAsAdjustedAmt
Undistributed Income PY$2,161,755UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,307,817QualifyingDistributionsAmt
Applied To Year1$2,161,755AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$146,062AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$4,160,651UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBENJAMIN L DOSKOCIL SRContributingManagerNm
Contributing ManagerMARY FRANCES DOSKOCILContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (153 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
40 DAYS FOR LIFE
4112 E 29TH STBRYANTX77802N/APUBLIC CHARITYGENERAL USE$20,000
ADVANCEMENT FOUNDATION-DIOCESE OF FW
800 LOOP 820 SOUTHFT WORTHTX76108N/APUBLIC CHARITYGENERAL USE$20,000
AID TO THE CHURCH IN NEED
725 LEONARD STBROOKLYNNY11222N/APUBLIC CHARITYGENERAL USE$2,500
AID TO THE CHURCH IN NEED
725 LEONARD STBROOKLYNNY11222N/APUBLIC CHARITYGENERAL USE$25,000
ARLINGTON LIFE SHELTER
325 W DIVISION STARLINGTONTX76111N/APUBLIC CHARITYGENERAL USE$2,500
ARLINGTON LIFE SHELTER
325 W DIVISION STARLINGTONTX76111N/APUBLIC CHARITYGENERAL USE$10,000
ARLINGTON ROTARY FOUNDATION
PO BOX 13612ARLINGTONTX76094N/APUBLIC CHARITYGENERAL USE$10,000
ARLINGTON ROTARY FOUNDATION
PO BOX 13612ARLINGTONTX76094N/APUBLIC CHARITYGENERAL USE$10,000
CASSATA HIGH SCHOOL
1400 HEMPHILL STFORT WORTHTX76104N/ASCHOOLGENERAL USE$35,000
CATHOLIC CHARITIES FORT WORTH
PO BOX 15610FORT WORTHTX76119N/APUBLIC CHARITYGENERAL USE$35,000
CATHOLIC EXTENSION SERVICES
150 SOUTH WAKER DRCHICAGOIL60606N/APUBLIC CHARITYGENERAL USE$25,000
CATHOLIC EXTENSION SERVICES
150 SOUTH WAKER DRCHICAGOIL60606N/APUBLIC CHARITYGENERAL USE$20,000
CATHOLIC LEAGUE
450 SEVENTH STNEW YORKNY10123N/APUBLIC CHARITYGENERAL USE$15,000
CATHOLIC LEAGUE
450 SEVENTH STNEW YORKNY10123N/APUBLIC CHARITYGENERAL USE$15,000
CATHOLIC NEAR EAST WELFARE ASSOCIATION
1011 FIRST AVENEW YORKNY100224195N/APUBLIC CHARITYGENERAL USE$2,500
CATHOLIC NEAR EAST WELFARE ASSOCIATION
1011 FIRST AVENEW YORKNY100224195N/APUBLIC CHARITYGENERAL USE$5,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STBALTIMOREMD212013443N/APUBLIC CHARITYGENERAL USE$40,000
CRISTO REY
2633 ALTA MESA BLVDFORT WORTHTX76133N/APUBLIC CHARITYGENERAL USE$10,000
CROSS CATHOLIC OUTREACH
2700 N MILITARY TRAIL STE 240BOCA RATONFL33427N/APUBLIC CHARITYGENERAL USE$25,000
CROSS CATHOLIC OUTREACH
2700 N MILITARY TRAIL STE 240BOCA RATONFL33427N/APUBLIC CHARITYGENERAL USE$30,000
DENTAL HEALTH ARLINGTON
501 W STANFORD ST SUITE 11ARLINGTONTX76011N/APUBLIC CHARITYGENERAL USE$10,000
DENTAL HEALTH ARLINGTON
501 W STANFORD ST SUITE 11ARLINGTONTX76011N/APUBLIC CHARITYGENERAL USE$10,000
DISCALCED CARMELITE NUNS
5801 MT CARMEL DRARLINGTONTX76017N/APUBLIC CHARITYGENERAL USE$20,000
DISCALCED CARMELITE NUNS
5801 MT CARMEL DRARLINGTONTX76017N/APUBLIC CHARITYGENERAL USE$20,000
DOMINICAN SISTERS OF MARY IMMACULATE PROV
5250 GASMER DRHOUSTONTX77035N/APUBLIC CHARITYGENERAL USE$10,000
DOMINICAN SISTERS OF MARY IMMACULATE PROV
5250 GASMER DRHOUSTONTX77035N/APUBLIC CHARITYGENERAL USE$20,000
E O OF H S OF JERUSALEM
2001 KIRBY DR 902HOUSTONTX77019N/APUBLIC CHARITYGENERAL USE$20,000
E O OF H S OF JERUSALEM
2001 KIRBY DR 902HOUSTONTX77019N/APUBLIC CHARITYGENERAL USE$20,000
EOD WARRIOR FOUNDATION
716 CRESTVIEWNICEFILLEFL32578N/APUBLIC CHARITYDONATION-DELBERT TIMMERMAN BENEFIT$2,500
ETERNAL WORD TELEVISION NETWORK
5817 OLD LEEDS RDIRONDALEAL35210N/APUBLIC CHARITYGENERAL USE$30,000
ETERNAL WORD TELEVISION NETWORK
5817 OLD LEEDS RDIRONDALEAL35210N/APUBLIC CHARITYGENERAL USE$10,000
FOOD FOR THE POOR INC
6401 LYONS RDCOCONUT CREEKFL33073N/APUBLIC CHARITYGENERAL USE$15,000
FOOD FOR THE POOR INC
6401 LYONS RDCOCONUT CREEKFL33073N/APUBLIC CHARITYGENERAL USE$20,000
FRANCISCAN FOUNDATION FOR THE HOLY LAND
PO BOX 29086WASHINGTONDC20017N/APUBLIC CHARITYGENERAL USE$5,000
FRANCISCAN FOUNDATION FOR THE HOLY LAND
PO BOX 29086WASHINGTONDC20017N/APUBLIC CHARITYGENERAL USE$25,000
FRANCISCAN FOUNDATION FOR THE HOLY LAND
PO BOX 29086WASHINGTONDC20017N/APUBLIC CHARITYGENERAL USE$35,000
HEIFER FOUNDATION
1 WORLD AVENUELITTLE ROCKAR72202N/APUBLIC CHARITYGENERAL USE$25,000
HEROIC MEDIA
5806 MESA DR STE 390AUSTINTX78731N/APUBLIC CHARITYGENERAL USE$15,000
HEROIC MEDIA
5806 MESA DR STE 390AUSTINTX78731N/APUBLIC CHARITYGENERAL USE$10,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242N/ASCHOOLGENERAL USE$2,000
HOLY TRINITY CATHOLIC HIGH SCHOOL
6608 WEST ADAMS AVETEMPLETX76502N/ASCHOOLGENERAL USE$10,000
JUDICIAL WATCH
425 3RD ST SW STE 800WASHINGTONDC20024N/APUBLIC CHARITYGENERAL USE$2,500
JUDICIAL WATCH
425 3RD ST SW STE 800WASHINGTONDC20024N/APUBLIC CHARITYGENERAL USE$15,000
KNIGHTS OF COLUMBUS CHARITIES
1 COLUMBUS PLAZANEW HAVENCT06510N/APUBLIC CHARITYGENERAL USEGENERAL USE$20,000
KNIGHTS OF COLUMBUS CHARITIES
1 COLUMBUS PLAZANEW HAVENCT06510N/APUBLIC CHARITYGENERAL USE$15,000
LEADERSHIP INSTITUTE
1101 N HIGHLAND STARLINGTONVA22201N/APUBLIC CHARITYGENERAL USE$15,000
LEADERSHIP INSTITUTE
1101 N HIGHLAND STARLINGTONVA22201N/APUBLIC CHARITYGENERAL USE$15,000
LORETO HOUSE
1100 N BONNIE BRAE STDENTONTX76201N/APUBLIC CHARITYGENERAL USE$10,000
MARYKNOLL FATHERS AND BROTHERS
PO BOX 302MARYKNOLLNY105459913N/APUBLIC CHARITYGENERAL USE$20,000
MARYKNOLL FATHERS AND BROTHERS
PO BOX 302MARYKNOLLNY105459913N/APUBLIC CHARITYGENERAL USE$20,000
MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVDHOUSTONTX77030N/AHOSPITALGENERAL USE$10,000
METROPLEX WOMEN'S CLINIC
2810 NW GREEN OAKSARLINGTONTX76012N/ACLINICGENERAL USE$5,000
METROPLEX WOMEN'S CLINIC
2810 NW GREEN OAKSARLINGTONTX76012N/ACLINICGENERAL USE$5,000
MISSION METROPLEX
500 W ABRAM STARLINGTONTX76010N/APUBLIC CHARITYGENERAL USE$10,000
MISSION METROPLEX
500 W ABRAM STARLINGTONTX76010N/APUBLIC CHARITYGENERAL USE$10,000
MONTSERRAT JESUIT RETREAT HOUSE
PO BOX 1390DALLASTX75065N/APUBLIC CHARITYGENERAL USE$10,000
OBLATE SCHOOL OF THEOLOGY
285 OBLATE DRSAN ANTONIOTX78216N/ASCHOOLGENERAL USE$5,000
OBLATE SCHOOL OF THEOLOGY
285 OBLATE DRSAN ANTONIOTX78216N/ASCHOOLGENERAL USE$15,000
OPERATION SMILE
3641 FACULTY BLVDVIRGINIA BEACHVA23453N/APUBLIC CHARITYGENERAL USE$10,000
PADRE PIO FOUNDATION
463 MAIN STCROMWELLCT06416N/APUBLIC CHARITYGENERAL USE$20,000
PADRE PIO FOUNDATION
463 MAIN STCROMWELLCT06416N/APUBLIC CHARITYGENERAL USE$15,000
PAPAL FOUNDATION
150 MONUMENT RD STE 609 BALACYNWYDPA19004N/APUBLIC CHARITYGENERAL USE$5,000
PONTIFICAL NORTH AMERICAN COLLEGE
3211 FOURTH ST NEWASHINGTONDC20017N/ASCHOOLGENERAL USE$20,000
SAFEHAVEN OF TARRANT COUNTY
1010 N CENTER STARLINGTONTX76011N/APUBLIC CHARITYGENERAL USE$20,000
SAFEHAVEN OF TARRANT COUNTY
1010 N CENTER STARLINGTONTX76011N/APUBLIC CHARITYGENERAL USE$10,000
SALESIAN MISSIONS
2 LEFEVRE LANENEW ROCHELLENY10801N/APUBLIC CHARITYGENERAL USE$2,500
SALESIAN MISSIONS
2 LEFEVRE LANENEW ROCHELLENY10801N/APUBLIC CHARITYGENERAL USE$20,000
SERRA INTERNATIONAL FOUNDATION
333 W WACKER DR STE 500CHICAGOIL60606N/APUBLIC CHARITYGENERAL USE$20,000
SISTERS OF ST MARY OF NAMUR
909 WEST SHAWFORT WORTHTX76110N/APUBLIC CHARITYGENERAL USE$10,000
SISTERS OF ST MARY OF NAMUR
909 WEST SHAWFORT WORTHTX76110N/APUBLIC CHARITYGENERAL USE$10,000
SOUTHWEST FRANCISCANS
PO BOX 12395ALBUQUERQUENM87195N/APUBLIC CHARITYDONATION-UKRAINE WAR RELIEF$5,000
SOUTHWEST FRANCISCANS
PO BOX 12395ALBUQUERQUENM87195N/APUBLIC CHARITYGENERAL USE$15,000
ST GEORGE CATHOLIC SCHOOL
824 HUDGINS AVENUEFORT WORTHTX76111N/ASCHOOLGENERAL USE$10,000
ST JOHN PAUL II LIFE CENTER
1600 W 38TH ST SUITE 110AUSTINTX787316404N/APUBLIC CHARITYGENERAL USE$10,000
ST JOSEPH CATHOLIC CHURCH
1927 SW GREEN OAKS BLVDARLINGTONTX76017N/ACHURCHGENERAL USE$30,000
ST JOSEPH CATHOLIC CHURCH CYCLONE
20120 FM 485BURLINGTONTX76519N/ACHURCHGENERAL USE$10,000
ST JOSEPH CATHOLIC SCHOOL
2015 GREEN OAKS BLVDARLINGTONTX76017N/ASCHOOLDONATION-TRACK PROJECT$25,000
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN STCHAMBERLINSD57325N/ASCHOOLGENERAL USE$10,000
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN STCHAMBERLINSD57325N/ASCHOOLGENERAL USE$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
PO BOX 167MEMPHISTN38101N/AHOSPITALGENERAL USE$10,000
ST LABRE INDIAN SCHOOL
PO BOX 797ASHLANDMT59003N/ASCHOOLGENERAL USE$10,000
ST LABRE INDIAN SCHOOL
PO BOX 797ASHLANDMT59003N/ASCHOOLGENERAL USE$10,000
ST MARTIN CATHOLIC CHURCH
301 ST MARTIN CHURCH RDWESTTX76691N/ACHURCHGENERAL USE$10,000
ST MARY'S CATHOLIC CENTER
603 CHURCH AVECOLLEGE STATIONTX77840N/APUBLIC CHARITYGENERAL USE$20,000
ST MARY'S CATHOLIC CENTER
603 CHURCH AVECOLLEGE STATIONTX77840N/APUBLIC CHARITYGENERAL USE$20,000
ST MARY'S CATHOLIC SCHOOL
PO BOX 277WESTTX766910277N/ASCHOOLGENERAL USE$10,000
ST MARY'S CATHOLIC SCHOOL
1019 S 7TH STTEMPLETX76504N/ASCHOOLGENERAL USE$10,000
TARRANT AREA FOOD BANK
2600 CULLEN STREETFORT WORTHTX76107N/APUBLIC CHARITYGENERAL USE$10,000
TARRANT AREA FOOD BANK
2600 CULLEN STREETFORT WORTHTX76107N/APUBLIC CHARITYGENERAL USE$10,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002N/APUBLIC CHARITYGENERAL USE$2,500
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002N/APUBLIC CHARITYGENERAL USE$15,000
THOMAS MOORE SOCIETY
309 W WASHINGTON ST STE 1250CHICAGOIL60606N/APUBLIC CHARITYGENERAL USE$2,500
THOMAS MOORE SOCIETY
309 W WASHINGTON ST STE 1250CHICAGOIL60606N/APUBLIC CHARITYGENERAL USE$10,000
THOMAS MOORE SOCIETY
309 W WASHINGTON ST STE 1250CHICAGOIL60606N/APUBLIC CHARITYGENERAL USE$15,000
WHOLE LIFE AUTHENTIC CARE
PO BOX 11043FORT WORTHTX76110N/APUBLIC CHARITYGENERAL USE$15,000
YOUNG CATHOLIC PROFESSIONALS
6060 N CENTRAL EXPRESS WAY 500DALLASTX75206N/APUBLIC CHARITYGENERAL USE$25,000
YOUNG CATHOLIC PROFESSIONALS
6060 N CENTRAL EXPRESS WAY 500DALLASTX75206N/APUBLIC CHARITYGENERAL USE$25,000
40 DAYS FOR LIFE
4112 E 29TH STBRYANTX77802N/APUBLIC CHARITYDONATION-SEMINARY BURSE$20,000
ADVANCEMENT FOUNDATION-DIOCESE OF FW
800 LOOP 820 SOUTHFT WORTHTX76108N/APUBLIC CHARITYGENERAL USE$20,000
AID TO THE CHURCH IN NEED
725 LEONARD STBROOKLYNNY11222N/APUBLIC CHARITYGENERAL USE$30,000
ARLINGTON CHARITIES
811 SECRETARY DRARLINGTONTX76015N/APUBLIC CHARITYGENERAL USE$2,500
ARLINGTON CHARITIES
811 SECRETARY DRARLINGTONTX76015N/APUBLIC CHARITYGENERAL USE$5,000
ARLINGTON LIFE SHELTER
325 W DIVISION STARLINGTONTX76011N/APUBLIC CHARITYGENERAL USE$10,000
ARLINGTON POLICE FOUNDATION
PO BOX 2318ARLINGTONTX766042318N/APUBLIC CHARITYGENERAL USE$10,000
CATHOLIC NEAR EAST WELFARE ASSOCIATION
1011 1ST AVE FL 15NEW YORKNY100224195N/APUBLIC CHARITYGENERAL USE$30,000
CATHOLIC NEAR EAST WELFARE ASSOCIATION
1011 1ST AVE FL 15NEW YORKNY100224195N/APUBLIC CHARITYGENERAL USE$35,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STBALTIMOREMD212013443N/APUBLIC CHARITYGENERAL USE$40,000
CRISTO REY
2633 ALTA MESA BLVDFORT WORTHTX76133N/APUBLIC CHARITYDONATION-BOOTS N BBQ FUNDRAISER$30,000
CRISTO REY
2633 ALTA MESA BLVDFORT WORTHTX76133N/APUBLIC CHARITYGENERAL USE$20,000
CZECH CATHOLIC FOUNDATION OF TEXAS
216 LONGDRAW COVEKATYTX774944748N/APUBLIC CHARITYGENERAL USE$2,500
CZECH CATHOLIC FOUNDATION OF TEXAS
216 LONGDRAW COVEKATYTX774944748N/APUBLIC CHARITYGENERAL USE$5,000
FOCUS
603 PARK POINT DRGENESEECO80401N/APUBLIC CHARITYGENERAL USE$10,000
FOCUS
603 PARK POINT DRGENESEECO80401N/APUBLIC CHARITYGENERAL USE$15,000
FRANCISCAN MISSIONS
PO BOX 130WATERFORDWI53185N/APUBLIC CHARITYGENERAL USE$5,000
FRANCISCAN MISSIONS
PO BOX 130WATERFORDWI53185N/APUBLIC CHARITYGENERAL USE$10,000
HEIFER FOUNDATION
1 WORLD AVENUELITTLE ROCKAR72202N/APUBLIC CHARITYGENERAL USE$20,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242N/ASCHOOLGENERAL USE$10,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242N/ASCHOOLGENERAL USE$15,000
HOLY TRINITY CATHOLIC HIGH SCHOOL
6608 WEST ADAMS AVETEMPLETX76502N/ASCHOOLGENERAL USE$10,000
JUDICIAL WATCH
PO BOX 96234WASHINGTONDC200777480N/APUBLIC CHARITYGENERAL USE$15,000
KNIGHTS OF COLUMBUS CHARITIES COUNCIL 13470
927 SW GREEN OAKS BLVDARLINGTONTX76017N/APUBLIC CHARITYDONATION-MULTI CHARITIES 2022-23$5,000
LA PROMESA FOUNDATION
PO BOX 10571MIDLANDTX79702N/APUBLIC CHARITYGENERAL USE$1,000
LA PROMESA FOUNDATION
PO BOX 10571MIDLANDTX79702N/APUBLIC CHARITYGENERAL USE$5,000
LORETO HOUSE
PO BOX 2533DENTONTX76202N/APUBLIC CHARITYGENERAL USE$15,000
MISSIONARY OBLATES OF MARY IMMACULATE
323 OBLATE DRSAN ANTONIOTX78216N/APUBLIC CHARITYDONATION-PEOPLE & OBLATES POLAND & UKRAINE$5,000
MISSIONARY OBLATES OF MARY IMMACULATE
323 OBLATE DRSAN ANTONIOTX78216N/APUBLIC CHARITYGENERAL USE$15,000
MISSIONARY OBLATES OF MARY IMMACULATE
323 OBLATE DRSAN ANTONIOTX78216N/APUBLIC CHARITYGENERAL USE$10,000
MONTSERRAT JESUIT RETREAT HOUSE
PO BOX 1390LAKE DALLASTX75065N/APUBLIC CHARITYGENERAL USE$5,000
NOLAN CATHOLIC HIGH SCHOOL
4501 BRIDGE STREETFORT WORTHTX76103N/ASCHOOLDONATION-BASEBELL ST JOSEPH ABBEY$10,000
NOLAN CATHOLIC HIGH SCHOOL
4501 BRIDGE STREETFORT WORTHTX76103N/ASCHOOLGENERAL USE$10,000
NORTH TEXAS COMMUNITY FOUNDATION
777 MAIN ST SUITE 2850FORT WORTHTX76102N/APUBLIC CHARITYGENERAL USE$50,000
OBLATE SCHOOL OF THEOLOGY
285 OBLATE DRSAN ANTONIOTX78216N/ASCHOOLGENERAL USE$15,000
OPERATION SMILE
3641 FACULTY BLVDVIRGINIA BEACHVA23453N/APUBLIC CHARITYGENERAL USE$5,000
PONTIFICAL NORTH AMERICAN COLLEGE
3211 FOURTH ST NEWASHINGTONDC20017N/ASCHOOLGENERAL USE$20,000
SALESIAN MISSIONS
2 LEFEVRE LANENEW ROCHELLENY10802N/APUBLIC CHARITYGENERAL USE$20,000
SERRA INTERNATIONAL FOUNDATION
333 W WACKER DR STE 500CHICAGOIL60606N/APUBLIC CHARITYGENERAL USE$10,000
SOCIETY OF THE CATHOLIC APOSTOLATE
3713 HARWOOD ROADBEDFORDTX76021N/APUBLIC CHARITYDONATION-GLORIA DEI REGION$15,000
SOUTHERN DOMINICAN PROVINCE
PO BOX 8129NEW ORLEANSLA70182N/APUBLIC CHARITYDONATION-AQUINAS EDUCATION AND FORMATION TRUST$10,000
SOUTHERN DOMINICAN PROVINCE
PO BOX 8129NEW ORLEANSLA70182N/APUBLIC CHARITYGENERAL USE$10,000
SOUTHWEST FRANCISCAN MISSIONS
PO BOX 12395ALBUQUERQUENM87195N/APUBLIC CHARITYGENERAL USE$10,000
ST GEORGE CATHOLIC SCHOOL
824 HUDGINS AVENUEFORT WORTHTX76111N/ASCHOOLGENERAL USE$10,000
ST JOHN PAUL II LIFE CENTER
1600 W 38TH ST SUITE 110AUSTINTX78731N/ACHURCHGENERAL USE$10,000
ST JOSEPH CATHOLIC CHURCH CYCLONE
20120 FM 485BURLINGTONTX76519N/ACHURCHGENERAL USE$10,000
ST JOSEPH CATHOLIC SCHOOL
2015 SW GREEN OAKS BLVDARLINGTONTX76017N/ASCHOOLGENERAL USE$25,000
ST JOSEPH CATHOLIC SCHOOL
2015 GREEN OAKS BLVDARLINGTONTX76017N/ASCHOOLGENERAL USE$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105N/APUBLIC CHARITYGENERAL USE$10,000
ST MARTIN CATHOLIC CHURCH
301 ST MARTINS CHURCH RDWESTTX76691N/ACHURCHGENERAL USE$10,000
ST PAUL CATHOLIC CHURCH
5508 BLACK OAK LANERIVER OAKSTX76114N/ACHURCHGENERAL USE$10,000
ST PAUL CATHOLIC CHURCH
5508 BLACK OAK LANERIVER OAKSTX76114N/ACHURCHGENERAL USE$10,000
TEXAS HANDS & VOICES
14080 NACOGDOCHES RD 241SAN ANTONIOTX78247N/APUBLIC CHARITYGENERAL USE$10,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002N/APUBLIC CHARITYGENERAL USE$15,000
THE JUSTICE FOUNDATION
823 VANTAGE DR SUITE 1275SAN ANTONIOTX78230N/APUBLIC CHARITYGENERAL USE$5,000
WHOLE LIFE AUTHENTIC CARE
1000 BONNIE BRAE AVEFORT WORTHTX76111N/APUBLIC CHARITYGENERAL USE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,173,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,268RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,127,749RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$23,076RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,288,077RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm-$2,129,984RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$2,129,984TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST ON SAVINGS
4DIVIDENDS & INTEREST FROM SECURITIES
7OTHER INVESTMENT INCOME
8GAIN/LOSS ON SALE OF ASSETS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
EDWARD AND MICHELLE DOSKOCIL
11914 AUTRY CTARLINGTONTX76017$250,000Yes (X)
DEBORAH AND TIM KERSCHEN
21160 HUNTERS HAVEN DRKENNEDALETX76060$2,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$11,750Amt
Net Investment Income$7,832NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,918DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$70,356,428EOYBookValueAmt
EOYFMV$67,481,848EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FORTRESS PROPERTIES, LTDAT COST$2,619,930$2,576,519
LANDFMV$625,000$625,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$360LegalFeesAmt
Net Investment Income$241NetInvestmentIncomeAmt
Disbursements Charitable Prps$119DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS$9$6$3
DUES & SUBSCRIPTIONS$795$530$265
OTHER EXPENSES-FORTRESS$2,230$2,230$0
ROYALTY DEDUCTIONS$1,443$1,443$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTY INCOME-FORTRESS K-1$1,208$1,208$1,208
ROYALTY INCOME$20,634$20,634$20,634
MARYBE INVESTMENT INC$1,224$1,224$1,224
OTHER INCOME$10$10$10

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$391,537Amt
Net Investment Income$261,025NetInvestmentIncomeAmt
Disbursements Charitable Prps$130,512DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$1,725$1,725$0
EXCISE TAX$30,245$30,245$0
PROPERTY TAX$8,436$8,436$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.