HOBLITZELLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOBLITZELLE FOUNDATION (EIN 75-6003984)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2023-08-23
- IRS object ID
- 202342359349100304
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-23T11:33:51-05:00 | ReturnTs |
| Tax Period End | 2023-04-30 | 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 | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756003984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOBLITZELLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOBL | BusinessNameControlTxt |
| Phone | 2143730462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN H ROBBINS | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2143730462 | PhoneNum |
| Signature | 2023-08-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYN | PersonFirstNm |
| Person Last | ROBBINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 756003984 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKECPA | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $149,543,047 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,030,678 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,030,678 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,116,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,733,430 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,327 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,965,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,030,678 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $335,739 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,361 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $285,378 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $191,039 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $28,656 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $115,668 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,890 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $597,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $581,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,469 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,670 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,833 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,054 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $78,853 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,828 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $67,025 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,599 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,599 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $950 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $950 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,945 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,945 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,387,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $674,893 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $588,978 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,822,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,019,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,209,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $674,893 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,608,428 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,243,706 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,355,785 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,521 | CashBOYAmt |
| Cash EOY | $36,252 | CashEOYAmt |
| Cash EOYFMV | $36,252 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,505,212 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,072,464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,072,464 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $263,046 | AcctRcvblAmt |
| Acct Rcvbl BOY | $219,559 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $263,046 | AcctRcvblEOYAmt |
| US Government Obligations BOY | $11,825,868 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,774,524 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,424,272 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $107,723,618 | CorporateStockBOYAmt |
| Corporate Stock EOY | $99,369,904 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $121,773,338 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,739,100 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,871,537 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,218,241 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,754 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $18,480 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,480 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,480 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $135,054,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,406,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $149,543,047 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $5,422,200 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,225,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,041,623 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,914,969 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,463,823 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,139,969 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $127,590,535 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $122,266,238 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $127,590,535 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $122,266,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $135,054,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,406,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $127,590,535 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,243,706 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $122,346,829 | SubtotalAmt |
| Other Decreases | $80,591 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $122,266,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $42,733,430 | GrossSalesPriceAmt |
| Cost Or Other Basis | $43,849,522 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,116,092 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,116,092 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,116,092 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,745 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,745 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,745 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,000 | 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 | $35,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,255 | OverpaymentAmt |
| Applied To ES Tax | $2,255 | 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 | WWW.HOBLITZELLE.ORG | WebsiteAddressTxt |
| Individual With Books | BANK OF AMERICA NA | IndividualWithBooksNm |
| Phone | 2142091965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MAIN ST 19TH FL | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752023714 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN L SHUFORD | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JERE W THOMPSON JR | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| KATHRYN H ROBBINS | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PRESIDENT AND CEO | 40.00 | $260,503 | $39,075 | $0 |
| HOLLAND P GARY | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHRIS T BAKER | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | EXECUTIVE ASSISTANT | 40.00 | $75,236 | $11,235 | $0 |
| CATHERINE M ROSE | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL PODOLSKY MD | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL S RAWLINGS | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYDIA H NOVAKOV | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RAFAEL M ANCHIA | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LIZZIE ROUTMAN | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830241 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752830241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AGENT-ADVISORY | ServiceTypeTxt |
| Compensation | $581,215 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $140,887,948 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,158,972 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $147,046,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $147,046,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,205,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $144,841,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,242,061 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,242,061 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,745 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,745 | TotalTaxAmt |
| Distributable Before Adj | $7,209,316 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,209,316 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,209,316 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,608,428 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,608,428 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,209,316 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $175,153 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $709,816 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $884,969 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,608,428 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,209,316 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $399,112 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,284,081 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $175,153 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,108,928 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $709,816 | ExcessFromYear4Amt |
| Excess From Current Year | $399,112 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN H ROBBINS PRESIDENT CEO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE SUITE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143730462 | RecipientPhoneNum |
| Form And Info And Materials | IT IS PREFERRED THAT THE INITIAL APPROACH BE THROUGH A BRIEF NARRATIVE LETTER DESCRIBING THE PROJECT FOR WHICH FUNDS ARE ASKED, ITS JUSTIFICATION, THE COST BASED UPON RELIABLE ESTIMATES, THE AMOUNT ALREADY REALIZED OR ANTICIPATED, OTHER EXPECTED SOURCES OF FUNDING, AND THE AMOUNT TO BE REQUESTED (UNBOUND WITHOUT FOLDERS OR BINDERS). IF THE PROJECT FALLS WITHIN THE AREAS OF THE FOUNDATION'S INTERESTS, PURPOSES AND CURRENT FUNDING POLICIES, MORE DETAILED INFORMATION MAY BE REQUESTED. PLEASE INCLUDE A MAILING ADDRESS AND PHONE NUMBER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 15TH, APRIL 15TH, AND AUGUST 15TH; THE NEXT BUSINESS DAY IF THESE DATES FALL ON A WEEKEND. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKES GRANTS TO EDUCATIONAL, SCIENTIFIC, CULTURAL, AND OTHER CHARITABLE ORGANIZATIONS. NO GRANTS ARE MADE FOR RELIGIOUS PURPOSES OR TO INDIVIDUALS. NO GRANTS ARE MADE OUTSIDE THE STATE OF TEXAS. THE FOUNDATION'S MAIN GEOGRAPHICAL FOCUS IS THE DALLAS METROPLEX. UNDER THE PRESENT DAY POLICY OF THE DIRECTORS, CONTRIBUTIONS ARE NOT MADE TOWARD OPERATING BUDGETS, DEBT RETIREMENT, RESEARCH, MEDIA PRODUCTIONS OR PUBLICATIONS, SCHOLARSHIPS OR ENDOWMENTS. THE FOUNDATION MAKES NO LOANS. A FEW GRANTS IN THESE CATEGORIES HAVE BEEN MADE, BUT ARE INFREQUENT AND ARE INITIATED BY THE BOARD. BEFORE AN APPLICATION CAN BE CONSIDERED, PROOF IS REQUIRED THAT THE APPLICANT HAS AN EXEMPT CLASSIFICATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THAT THE APPLICANT IS CONSIDERED NOT A PRIVATE FOUNDATION" WITHIN THE MEANING OF CODE SECTION 509(A). AN APPLICANT MAY QUALIFY UNDER SECTION 170(C)(1) IF ITS REQUESTED GRANT IS SHOWN TO BE "FOR PUBLIC PURPOSES ONLY." | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AFTER8TOEDUCATE | |||||||
| 4212 E GRAND AVENUE | DALLAS | TX | 75223 | PC | FOR CAPITAL SUPPORT AT THEIR FANNIE C. HARRIS YOUTH CENTER | $50,000 | |
| ALCUIN SCHOOL | |||||||
| 6144 CHURCHILL WAY | DALLAS | TX | 75230 | PC | FOR SIGNIFICANT CLASSROOM RENOVATIONS | $100,000 | |
| AMERICAN RED CROSS | |||||||
| 2055 KENDALL DRIVE | DALLAS | TX | 75235 | PC | FOR EQUIPMENT AT THE IRVING BLOOD DONATION CENTER | $59,000 | |
| BAYLOR ORAL HEALTH CARE FOUNDATION | |||||||
| 3800 GASTON AVENUE SUITE 1151 | DALLAS | TX | 75246 | PC | FOR EQUIPMENT TO ESTABLISH THE TEXAS A&M COLLEGE OF DENISTRY SPECIAL CARE CLINIC SERVING CHILDREN WITH SPECIAL NEEDS | $50,000 | |
| BETTER TOGETHER FUND | |||||||
| 3963 MAPLE AVENUE DUITE 390 | DALLAS | TX | 75219 | PC | BETTER TOGETHER FUND 2.0 - THREE-YEAR FUNDING | $50,000 | |
| BISHOP DUNNE CATHOLIC SCHOOL | |||||||
| 3900 RUGGED DRIVE | DALLAS | TX | 75224 | PC | TOWARD SIGNIFICANT UPDATES TO THE TWO GEOGRAPHIC INFORMATION SYSTEMS (GIS), GAMING & DESIGN LABS | $75,000 | |
| BONTON FARMS | |||||||
| 6911 BEXAR STREET | DALLAS | TX | 75215 | PC | TOWARD CAPITAL ASPECTS OF THE "PROJECT GAMECHANGER" CAMPAIGN. | $100,000 | |
| BRIDGE LACROSSE | |||||||
| PO BOX 190844 | DALLAS | TX | 75219 | PC | FOR THE PURCHASE OF A VEHICLE FOR STUDENT TRANSPORTATION AND EQUIPMENT STORAGE | $35,000 | |
| CC YOUNG MEMORIAL HOME | |||||||
| 4847 WEST LAWTHER DRIVE SUITE 100 | DALLAS | TX | 75214 | PC | FOR MEDICAL EQUIPMENT AT THIS SENIOR LIVING COMMUNITY | $37,850 | |
| CENIKOR FOUNDATION | |||||||
| 11931 WICKCHESTER LANE SUITE 300 | HOUSTON | TX | 77043 | PC | FOR CAPITAL ITEMS AT THEIR TREATMENT FACILITY IN DALLAS, FORMERLY TURTLE CREEK RECOVERY CENTER | $15,000 | |
| CHILD POVERTY ACTION LAB (CPAL) | |||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | PC | TO DEVELOP OPEN-SOURCE DATA TOOLS TO BETTER INFORM AND INFLUENCE HOW PUBLIC RESOURCES ARE ALLOCATED. | $150,000 | |
| CHILDREN'S ADVOCACY CENTER FOR NORTH TEXAS INC | |||||||
| 1854 CAIN DRIVE | LEWISVILLE | TX | 75077 | PC | FOR EQUIPMENT AND TECHNOLOGY AT THIS AGENCY SERVING DENTON, JACK AND WISE COUNTIES | $100,000 | |
| CHILDREN'S MEDICAL CENTER OF DALLAS | |||||||
| 1935 MEDICAL DISTRICT DRIVE | DALLAS | TX | 75235 | PC | TOWARD A CAPITAL CAMPAIGN TO RENOVATE, EXPAND, AND MODERNIZE THE ER DEPT. AT THE DALLAS CAMPUS. | $375,000 | |
| CHRISTIAN COMMUNITY ACTION | |||||||
| 200 S MILL STREET | LEWISVILLE | TX | 75057 | PC | FOR A COMPLETE HVAC REPLACEMENT | $50,000 | |
| COMMUNITIES IN SCHOOLS OF THE DALLAS REGION INC | |||||||
| 1341 W MOCKINGBIRD LANE SUITE 1000E | DALLAS | TX | 75247 | PC | TOWARD UPGRADING THE DATABASE USED TO HOUSE AND EVALUATE STUDENT DATA | $150,000 | |
| COMMUNITY DOES IT | |||||||
| 232 RIGGS CIRCLE | MESQUITE | TX | 75149 | PC | TOWARD A CAMPAIGN FOR A MENTAL HEALTH CLINIC IN PLEASANT GROVE | $50,000 | |
| DALLAS ARBORETUM AND BOTANICAL SOCIETY | |||||||
| 8525 GARLAND ROAD | DALLAS | TX | 75218 | PC | FOR AN UPGRADED ONLINE PURCHASING PLATFORM | $106,200 | |
| DALLAS BLACK DANCE THEATRE | |||||||
| 2700 ANN WILLIAMS WAY | DALLAS | TX | 75201 | PC | FOR A REPLACEMENT INDUSTRIAL PRINTER | $85,000 | |
| DALLAS HOLOCAUST AND HUMAN RIGHTS MUSEUM | |||||||
| 300 N HOUSTON STREET | DALLAS | TX | 75202 | PC | TOWARD IMPROVEMENTS TO THE PERMANENT EXHIBITS | $150,000 | |
| DWELL WITH DIGNITY | |||||||
| 1127 CONVEYOR LANE | DALLAS | TX | 75247 | PC | TO PURCHASE A BOX TRUCK TO FACILITATE DONATION PICK-UPS | $30,000 | |
| EDUCATIONAL FIRST STEPS | |||||||
| 2815 GASTON AVENUE | DALLAS | TX | 75226 | PC | TOWARD CAPITAL UPDATES, INCLUDING MANIPULATIVES, FURNISHINGS AND CURRICULA AT THEIR PARTNER CENTERS | $25,000 | |
| ELLIS COUNTY COALITION FOR HEALTH OPTIONS | |||||||
| 411 E JEFFERSON STREET | WAXAHACHIE | TX | 75165 | PC | TOWARD A CAPITAL CAMPAIGN FOR A NEW MEDICAL FACILITY | $50,000 | |
| EMILY'S PLACE | |||||||
| PO BOX 860911 | PLANO | TX | 75074 | PC | TOWARD A CAPITAL CAMPAIGN FOR SAFE AND AFFORDABLE HOUSING FOR VICTIMS OF DOMESTIC VIOLENCE | $50,000 | |
| ENCORE PARK | |||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | PC | TOWARD A CAPITAL CAMPAIGN FOR PHASE 2 OF ENCORE PARK, TO INCLUDE RENOVATION OF THE 508 PARK AVENUE BUILDING. | $75,000 | |
| ENVISION DALLAS LIGHTHOUSE FOUNDATION | |||||||
| 4306 CAPITOL AVENUE | DALLAS | TX | 75204 | PC | TOWARD A CAPITAL CAMPAIGN FOR REPLACEMENT FACILITIES | $250,000 | |
| FAIR PARK FIRST | |||||||
| 3809 GRAND AVENUE | DALLAS | TX | 75210 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE NEW COMMUNITY PARK. | $400,000 | |
| FAMILY GATEWAY | |||||||
| 711 S ST PAUL STREET | DALLAS | TX | 75201 | PC | TOWARD RENOVATION OF FAMILY GATEWAY NORTH | $150,000 | |
| FOREST FORWARD | |||||||
| 1610 S MALCOLM X BLVD | DALLAS | TX | 75226 | PC | TOWARD A CAPITAL CAMPAIGN TO REVITALIZE THE FOREST THEATER. | $150,000 | |
| FRIENDS OF THE TEXAS HISTORICAL COMMISSION | |||||||
| PO BOX 13497 | AUSTIN | TX | 78711 | PC | TOWARD A CAPITAL CAMPAIGN FOR IMPROVEMENTS AT THE EISENHOWER BIRTHPLACE HISTORICAL SITE IN DENISON, TX | $40,000 | |
| GIRLS INC OF METROPOLITAN DALLAS | |||||||
| 2040 EMPIRE CENTRAL DRIVE | DALLAS | TX | 75235 | PC | TOWARD HVAC UPDATES AT THE LOVE FIELD LOCATION | $45,000 | |
| HABITAT FOR HUMANITY OF DENTON COUNTY | |||||||
| 1805 CORNELL LANE | DENTON | TX | 76201 | PC | TO SUPPORT CONSTRUCTION OF A 35-UNIT COMMUNITY IN DENTON (MATCHING CONDITIONS). | $50,000 | |
| HARMONY COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 6969 PASTOR BAILEY DRIVE SUITE 110 | DALLAS | TX | 75237 | PC | FOR UPDATED TECHNOLOGY | $42,700 | |
| JULIETTE FOWLER COMMUNITIES | |||||||
| 1234 ABRAMS ROAD | DALLAS | TX | 75214 | PC | TO SUPPORT A MAJOR KITCHEN RENOVATION AT THIS LIVING FACILITY FOR SENIORS AND YOUTH | $100,000 | |
| METHODIST HEALTH SYSTEM FOUNDATION | |||||||
| 1411 N BECKLEY AVENUE | DALLAS | TX | 75203 | PC | FOR CAPITAL ASPECTS OF AN (ECMO) PROGRAM AT METHODIST DALLAS MEDICAL CENTER | $350,000 | |
| METROCARE SERVICES | |||||||
| 1345 RIVER BEND DRIVE | DALLAS | TX | 75247 | PC | ADDITIONAL SUPPORT OF THE "CHANGING MINDS" CAPITAL CAMPAIGN | $200,000 | |
| NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION | |||||||
| 1717 EAST RANDOL MILL ROAD SUITE | ARLINGTON | TX | 76011 | PC | TOWARD A CAPITAL CAMPAIGN TO ESTABLISH THE NATIONAL MEDAL OF HONOR MUSEUM IN ARLINGTON | $250,000 | 301 |
| NEXUS RECOVERY CENTER | |||||||
| 8733 LA PRADA DRIVE | DALLAS | TX | 75228 | PC | FOR TWO PASSENGER VANS THAT WILL REPLACE OUTDATED VEHICLES USED TO TRANSPORT CLIENTS | $40,000 | |
| OUR DAILY BREAD-DENTON | |||||||
| 300 W OAK STREET | DENTON | TX | 76209 | PC | FOR A PASSENGER VAN TO TRANSPORT SHELTER CLIENTS AND WORK PROGRAM PARTICIPANTS | $45,000 | |
| OUT TEACH | |||||||
| 910 S PEARL EXPRESSWAY | DALLAS | TX | 75201 | PC | TO SUPPORT THE DESIGN AND CONSTRUCTION OF AN OUTDOOR LEARNING LAB AT SEAGOVILLE NORTH ELEMENTARY | $50,000 | |
| PROJECT TRANSFORMATION NATIONAL | |||||||
| 4024 CARUTH BLVD | DALLAS | TX | 75225 | PC | TOWARD UPDATED TECHNOLOGY. | $50,000 | |
| RISE ADAPTIVE SPORTS | |||||||
| PO BOX 141122 | IRVING | TX | 75014 | PC | TOWARD EQUIPMENT FOR THE ADAPTIVE WATER SPORTS PROGRAM. | $34,700 | |
| RONALD MCDONALD HOUSE OF DALLAS | |||||||
| 4707 BENGAL STREET | DALLAS | TX | 75235 | PC | TOWARD PLUMBING UPDATES | $45,900 | |
| SENIOR CITIZENS OF GREATER DALLASTHE SENIOR SOURCE | |||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | PC | TOWARD A COMPLETE HVAC SYSTEM REPLACEMENT | $50,000 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | PC | CAPITAL CAMPAIGN "CHANGING MINDS" | $312,500 | |
| SOUTHWESTERN MEDICAL FOUNDATION | |||||||
| 3889 MAPLE AVENUE 100 | DALLAS | TX | 75219 | PC | MEMORIAL GIFTS - JERRY FARRINGTON & GERALD FRONTERHOUSE | $2,000 | |
| SOUTHWESTERN MEDICAL FOUNDATIONUNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CEN | |||||||
| 5323 HARRY HINES BLVD 75390 | DALLAS | TX | 75390 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE BRAIN RESEARCH TOWER FOR THE PETER O'DONNELL JR. BRAIN INSTITUTE. | $250,000 | |
| ST PHILIP'S SCHOOL AND COMMUNITY CENTER | |||||||
| 1600 PENNSYLVANIA AVENUE | DALLAS | TX | 75215 | PC | TO UPDATE THE HVAC ACROSS CAMPUS | $200,000 | |
| TECO THEATRICAL PRODUCTIONBISHOP ARTS THEATRE | |||||||
| 215 S TYLER STREET | DALLAS | TX | 75208 | PC | FOR A NEW MARQUEE | $60,000 | |
| TEXAS BALLET THEATER | |||||||
| PO BOX 123290 | FORT WORTH | TX | 76121 | PC | FOR CAPITAL IMPROVEMENTS AT THE DALLAS SCHOOL | $34,000 | |
| TEXAS HEALTH RESOURCES | |||||||
| 612 E LAMAR BLVD SUITE 300 | ARLINGTON | TX | 76011 | PC | TOWARD A CAPITAL CAMPAIGN TO RENOVATE THE MARGOT PEROT CENTER AT TEXAS HEALTH PRESBYTERIAN HOSPITAL DALLAS. | $250,000 | |
| TEXAS PARKS AND WILDLIFE FOUNDATION | |||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | PC | FOR A TRUCK TO BE USED BY PROGRAM STAFF | $25,000 | |
| THE CENTER FOR AMERICAN AND INTERNATIONAL LAW | |||||||
| 5201 DEMOCRACY DRIVE | PLANO | TX | 75024 | PC | TOWARD CAPITAL ASPECTS OF THEIR 75TH ANNIVERSARY CAMPAIGN | $75,000 | |
| THE COMMIT PARTNERSHIP | |||||||
| 3000 PEGASUS PARK DRIVE SUITE 900 | DALLAS | TX | 75247 | PC | FOR THEIR HIGHER EDUCATION AND WORKFORCE DATA DASHBOARD | $125,000 | |
| THE HOCKDAY SCHOOL | |||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | PC | TOWARD A CAPITAL CAMPAIGN TO IMPLEMENT THEIR LAND USE PLAN FOCUSED ON ATHLETICS AND WELLNESS | $125,000 | |
| THE LAMPLIGHTER SCHOOL | |||||||
| 11611 INWOOD ROAD | DALLAS | TX | 75229 | PC | TOWARD THEIR "BRIGHT FUTURE CAMPAIGN" | $100,000 | |
| THE SALVATION ARMY OF NORTH TEXAS | |||||||
| PO BOX 36006 | DALLAS | TX | 75235 | PC | TOWARD THE "THE ONE ARMY, MANY FRONTS CAMPAIGN" FOR REPLACEMENT FACILITIES | $250,000 | |
| THE WARREN CENTER | |||||||
| 320 CUSTER ROAD | RICHARDSON | TX | 75080 | PC | TOWARD RENOVATIONS OF A NEW LOCATION IN IRVING | $25,000 | |
| THE WAY BACK HOUSE DBA THE WAY BACK | |||||||
| 2728 HOLMES STREET | DALLAS | TX | 75215 | PC | FOR OFFICE AND TECHNOLOGY NEEDS AT THIS AGENCY SERVING EX-OFFENDERS | $15,000 | |
| THEATRE THREE INC | |||||||
| 2688 LACLEDE STREET SUITE 120 | DALLAS | TX | 75201 | PC | TOWARD INSTALLATION OF ADA BATHROOMS | $30,000 | |
| TWELFTH STEP MINISTRY INC | |||||||
| 5324 WEST NORTHWEST HIGHWAY | DALLAS | TX | 75220 | PC | HOUSE OF HOPE | $50,000 | |
| UPLIFT EDUCATION | |||||||
| 3000 PEGASUS PARK DRIVE SUITE 1100 | DALLAS | TX | 75247 | PC | TOWARD CAPITAL ASPECTS OF THE "BOLDLY UPLIFT EDUCATION" CAPITAL CAMPAIGN. | $125,000 | |
| UT DALLASCALLIER CENTER FOR COMMUNICATION DISORDERS | |||||||
| 1966 INWOOD ROAD | DALLAS | TX | 75235 | PC | TOWARD CAPITAL RENOVATIONS TO INCREASE ACCESSIBILITY | $107,500 | |
| VAN CLIBURN FOUNDATION INC | |||||||
| 201 MAIN STREET SUITE 100 | FORT WORTH | TX | 76102 | PC | TOWARD EQUIPMENT FOR THE WEBCAST AND SIMULCAST OF THE 2023 CLIBURN INTERNATIONAL JUNIOR PIANO COMPETITION/DALLAS | $52,100 | |
| WORLD AFFAIRS COUNCIL OF DALLASFORT WORTH | |||||||
| 325 N ST PAUL SUITE 4200 | DALLAS | TX | 75201 | PC | FOR MODERNIZINT THE WEBSITE AND AN ORGANIZATIONAL REBRAND | $75,000 | |
| YMCA OF METROPOLITAN DALLAS | |||||||
| 601 N AKARD STREET | DALLAS | TX | 75201 | PC | TOWARD REVITALIZATION OF THE PARK SOUTH YMCA. | $250,000 | |
| YOUNG WOMEN'S PREPARATORY NETWORK | |||||||
| 1722 ROUTH STREET SUITE 720 | DALLAS | TX | 75201 | PC | FOR UPDATED TECHNOLOGY | $50,000 | |
| YOUTH 180 INC | |||||||
| 7777 FOREST LANE SUITE C-410 | DALLAS | TX | 75230 | PC | FOR SAFETY IMPROVEMENTS AT THE TREATMENT CENTER | $70,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,019,450 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BETTER TOGETHER FUND | ||||||
| 3963 MAPLE AVENUE DUITE 390 | DALLAS | TX | 75219 | PC | BETTER TOGETHER FUND 2.0 - THREE-YEAR FUNDING | $100,000 |
| BISHOP LYNCH HIGH SCHOOL | ||||||
| 9750 FERGUSON ROAD | DALLAS | TX | 75228 | PC | TOWARD A CAPITAL CAMPAIGN FOR CAMPUS IMPROVEMENTS | $100,000 |
| CHILD POVERTY ACTION LAB (CPAL) | ||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | PC | TO DEVELOP OPEN-SOURCE DATA TOOLS TO BETTER INFORM AND INFLUENCE HOW PUBLIC RESOURCES ARE ALLOCATED. | $150,000 |
| FAIR PARK FIRST | ||||||
| 3809 GRAND AVENUE | DALLAS | TX | 75210 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE NEW COMMUNITY PARK. | $1,200,000 |
| MEALS ON WHEELS NORTH CENTRAL TEXAS INC | ||||||
| 106 E KILPATRICK STREET | CLEBURNE | TX | 76031 | PC | TOWARD BUILDING OF NEW DISTRIBUTION CENTER | $100,000 |
| SOUTHWESTERN MEDICAL FOUNDATIONUNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CEN | ||||||
| 5323 HARRY HINES BLVD 75390 | DALLAS | TX | 75390 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE BRAIN RESEARCH TOWER FOR THE PETER O'DONNELL JR. BRAIN INSTITUTE. | $500,000 |
| TEXAS HEALTH RESOURCES | ||||||
| 612 E LAMAR BLVD SUITE 300 | ARLINGTON | TX | 76011 | PC | TOWARD A CAPITAL CAMPAIGN TO RENOVATE THE MARGOT PEROT CENTER AT TEXAS HEALTH PRESBYTERIAN HOSPITAL DALLAS. | $250,000 |
| THE COMMIT PARTNERSHIP | ||||||
| 3000 PEGASUS PARK DRIVE SUITE 900 | DALLAS | TX | 75247 | PC | FOR THEIR HIGHER EDUCATION AND WORKFORCE DATA DASHBOARD | $125,000 |
| THE HOCKDAY SCHOOL | ||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | PC | TOWARD A CAPITAL CAMPAIGN TO IMPLEMENT THEIR LAND USE PLAN FOCUSED ON ATHLETICS AND WELLNESS | $125,000 |
| THE SALVATION ARMY OF NORTH TEXAS | ||||||
| PO BOX 36006 | DALLAS | TX | 75235 | PC | TOWARD THE "THE ONE ARMY, MANY FRONTS CAMPAIGN" FOR REPLACEMENT FACILITIES | $750,000 |
| UNIVERSITY OF DALLAS | ||||||
| 1845 E NORTHGATE DRIVE | DALLAS | TX | 75062 | PC | TOWARD A VIRTUAL ANATOMY AND PHYSIOLOGY LABORATORY | $75,000 |
| YMCA OF METROPOLITAN DALLAS | ||||||
| 601 N AKARD STREET | DALLAS | TX | 75201 | PC | TOWARD REVITALIZATION OF THE PARK SOUTH YMCA. | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,225,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,030,678 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,116,092 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $51,327 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,965,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,965,913 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $30,890 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,890 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $9,871,537 | EOYBookValueAmt |
| EOYFMV | $9,218,241 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $99,369,904 | EOYBookValueAmt |
| EOYFMV | $121,773,338 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,774,524 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,424,272 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SILVER COLLECTION - ESTHER HOBLITZELLE | $500 | $500 | $500 |
| PAINTINGS & ART OBJECTS | $16,500 | $16,500 | $16,500 |
| CAVALCADE OF TEXAS FILM | $1,479 | $1,479 | $1,479 |
| OTHER ASSETS | $1 | $1 | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $80,591 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $37,945 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,945 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $51,327 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $51,327 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNFUNDED PENSION OBLIGATION | Desc |
| BOY Book Value | $2,041,623 | BOYBookValueAmt |
| EOY Book Value | $1,914,969 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $581,215 | $581,215 | $0 |
| OTHER PROFESSIONAL FEES | $16,469 | $0 | $16,469 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $18,887 | $2,833 | $16,054 |
| FEDERAL EXCISE TAXES | $76,783 | $0 | $0 |
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