M R AND EVELYN HUDSON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- M R AND EVELYN HUDSON FOUNDATION (EIN 48-1107753)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-30
- IRS object ID
- 202342429349100614
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-30T11:19:23-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evelyn H Moses CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3602 Bryn Mawr Dr | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481107753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M R and Evelyn Hudson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MRAN | BusinessNameControlTxt |
| Phone | 8174314800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2110 | AddressLine1Txt |
| City | Keller | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76244 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M K Larson | PersonNm |
| Person Title | Pres./Director | PersonTitleTxt |
| Signature | 2023-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | M K | PersonFirstNm |
| Person Last | Larson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evelyn H Moses | PreparerPersonNm |
| PTIN | P01400635 | PTIN |
| Phone | 2143612323 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $107,874,697 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $30,920 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,920 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,308,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,308,624 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,072,375 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,072,375 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,004,643 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,312,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,658,954 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,312,243 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,319 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,319 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,725,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,725,481 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $473,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,232 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $442,968 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $134,642 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $134,642 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $229,520 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,706 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $218,814 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $570 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $570 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $238,983 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $211,251 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,733 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $161,142 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $65,473 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $30,669 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $54,615 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $164 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $36,740 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,837 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,903 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $28,840 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,562 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,188 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150,335 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $83,987 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $66,110 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,514,087 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $407,962 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $986,347 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,814,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $407,962 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,286,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,088,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,317,519 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,659 | CashBOYAmt |
| Cash EOY | $27,235 | CashEOYAmt |
| Cash EOYFMV | $27,235 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,178,305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,920,366 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,920,366 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $54,324 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $41,405 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $41,099 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,817,531 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,376,013 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,986,003 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,660,523 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,351,082 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,779,498 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $24,940,997 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $574 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $24,940,587 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $24,940,423 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $43,583,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $29,936,939 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,965,637 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,614,088 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,256,060 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,332,652 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $978,073 | LandBOYAmt |
| Land EOY | $923,408 | LandEOYAmt |
| Land EOYFMV | $923,408 | LandEOYFMVAmt |
| Total Assets BOY | $81,633,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,545,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $107,874,697 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $234 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $234 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $81,633,941 | RetainedEarningBOYAmt |
| Retained Earning EOY | $79,545,335 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,633,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,545,335 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,633,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,545,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,633,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,088,606 | ExcessRevenueOverExpensesAmt |
| Subtotal | $79,545,335 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $79,545,335 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| publicly traded securities | P | 2001-01-01 | 2022-12-31 | $15,612,606 | $14,346,711 | $1,265,895 | $1,265,895 |
| long-term capital gain dist. | P | 2001-01-01 | 2022-12-31 | $17,459 | $17,459 | $17,459 | |
| Timber sales | P | 2001-01-01 | 2022-12-31 | $28,889 | $28,889 | $28,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,312,243 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,114 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $46,114 | SubtotalAmt |
| Tax Based On Investment Income | $46,114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76,103 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $76,103 | TotalPaymentsAndCreditsAmt |
| Overpayment | $29,989 | OverpaymentAmt |
| Applied To ES Tax | $29,989 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.thehudsonfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Karon Smith | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8174314800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2110 | AddressLine1Txt |
| City | Keller | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| M K Larson | |||||||
| P O Box 2110 | Keller | TX | 76244 | Pres./Director | 40.00 | $247,000 | $71,279 |
| Jesse Larson | |||||||
| P O Box 2110 | Keller | TX | 76244 | VP/Grants Anal | 40.00 | $118,500 | $41,367 |
| Karon Smith | |||||||
| P O Box 2110 | Keller | TX | 76244 | Sec/Treasurer | 40.00 | $107,700 | $32,570 |
| Amy Coopman | |||||||
| P O Box 2110 | Keller | TX | 76244 | Director | 1.00 | $0 | |
| Amy Meadows | |||||||
| P O Box 2110 | Keller | TX | 76244 | Director | 1.00 | $0 | |
| Frank Merrick | |||||||
| P O Box 2110 | Keller | TX | 76244 | Director | 1.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Sarah McManic | |||||||
| P O Box 2110 | Keller | TX | 76244 | Design/IT | 40.00 | $68,349 | $28,786 |
| Karen Hibbs | |||||||
| P O Box 2110 | Keller | TX | 76244 | Educ. & Comm. | 22.00 | $66,293 | $12,091 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CapFinancial Partners LLC | |||||
| 4208 Six Forks Rd Ste 1700 | Raleigh | NC | 27609 | Asset management | $61,668 |
| Pinnacle Associates Ltd | |||||
| 335 Madison Ave Ste 1100 | New York | NY | 10017 | Asset management | $55,732 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $62,870,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,446,203 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,583,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,899,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $110,899,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,663,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $109,236,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,461,823 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,461,823 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,114 | TotalTaxAmt |
| Distributable Before Adj | $5,415,709 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $215 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,415,924 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,415,924 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,286,347 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,286,347 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,415,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $357,643 | UndistributedIncomePYAmt |
| Qualifying Distributions | $5,286,347 | QualifyingDistributionsAmt |
| Applied To Year1 | $357,643 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,928,704 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $487,220 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Dallas Arboretum Botanical Society | |||||||
| 8525 Garland Road | Dallas | TX | 75218 | N/A | PC | Funds will provide general operating support needed to address Dallas Arboretum's mission and for programming in the children's garden. | $50,000 |
| House of Shine Inc | |||||||
| 334 S Barton Street | Grapevine | TX | 76051 | N/A | PC | Funds will provide support for helping with the acquisition of property, rent, bringing the Doors Tour to fruition, Rise & Shine, and general programming. | $250,000 |
| North Texas Public Broadcasting Inc | |||||||
| 3000 Harry Hines Blvd | Dallas | TX | 75201 | N/A | PC | Funds will support the Be My Neighbor Day scheduled for March 2023 that embodies the ideals of Mr. Rogers. | $25,000 |
| The Rabbit Hole | |||||||
| 919 E 14th Avenue | North Kansas City | MO | 64116 | N/A | PC | Funds will support the 2022 capital campaign for The Rabbit Hole KC. | $250,000 |
| The Rabbit Hole | |||||||
| 919 E 14th Avenue | North Kansas City | MO | 64116 | N/A | PC | Funds will provide support for the final stage of the 2022 capital campaign. | $125,000 |
| Young Life Northeast Texas Region | |||||||
| 11300 N Central Expwy Ste 600 | Dallas | TX | 75243 | N/A | PC | Funds will provide support for operating expenses, camp experiences, and CCC leadership training for 1-2 women in Young Life leadership positions. | $100,000 |
| Young Life | |||||||
| 420 N Cascade Avenue | Colorado Springs | CO | 80903 | N/A | PC | Funds will support The Night That Never Ends, a nightly discovery experience during the week-long Young Life camp. | $80,000 |
| Young Life | |||||||
| 420 N Cascade Avenue | Colorado Springs | CO | 80903 | N/A | PC | Funds will support the capital campaign for the construction of a swimming pool and lazy river at the Young Life LoneHollow Ranch in Vanderpool, Texas. | $500,000 |
| 29 Pieces | |||||||
| P O Box 140962 | Dallas | TX | 75214 | N/A | PC | Funds will support the 29 Pieces Legacy Initiative to broaden the audience for original arts education curriculum, Artists Making a Kinder World. | $35,000 |
| Artisan Productions Inc | |||||||
| 444 E Pipeline Road | Hurst | TX | 76053 | N/A | PC | Funds will provide support for summer programming at Artisan Center Theater. | $35,000 |
| Big Thought | |||||||
| 1409 Botham Jean Blvd Ste 1015 | Dallas | TX | 75215 | N/A | PC | Funds will support the Reimagining Alternative Education project with Fort Worth ISD and other projects focused on art education, after school programming, summer learning, juvenile justice, and/or social and emotional learning. | $75,000 |
| Birdville Independent School Distri | |||||||
| 6125 East Belknap Street | Haltom City | TX | 76117 | N/A | GOV | Funds are designated to provide support for contracting with DeVerse Lounge Journeyman Ink to work with secondary campuses and presentations by "Because I Said I Would", with remaining funds supporting a student field trip. | $75,000 |
| Boys Girls Clubs of Greater Tarrant | |||||||
| 3218 East Belknap | Fort Worth | TX | 76111 | N/A | PC | Funds will provide support for the pilot culinary program to be implemented this summer and, if funding allows, for expanding the Mobile Clubhouse Experience to youth who are unable to access a Club. | $25,000 |
| Catch Up Read | |||||||
| 3001 Knox Street Suite 405 | Dallas | TX | 75205 | N/A | PC | Funds will provide support for advanced teacher training and for Catch Up & Read's program to catch at-risk elementary students up to grade-level reading by third grade. | $25,000 |
| CCC Leadership Program Inc | |||||||
| 4114 Cascade Sky Drive | Arlington | TX | 76005 | N/A | PC | Funds will provide support for women to participate in the program and should funds remain, general operations. | $25,000 |
| Chance to Soar | |||||||
| 129 Gannet Trail | Argyle | TX | 76226 | N/A | PC | Funds will support general operating expenses, program development and professional development. | $225,000 |
| Christ's Haven for Children | |||||||
| 4200 Keller Haslet Road | Keller | TX | 76244 | N/A | PC | Funds will provide support for the Residential Program. | $25,000 |
| City Year Inc | |||||||
| 3000 Pegasus Park Drive Ste 730 | Dallas | TX | 75247 | N/A | PC | Funds will provide support for general operating costs for City Year Dallas. | $25,000 |
| Communities Foundation of Texas Inc | |||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | N/A | PC | Funds support membership dues and policy work group research for Philanthropy Advocates in 2022-2023 | $20,000 |
| Communities in Schools-Gr Tarrant C | |||||||
| 5601 Bridge Street 501 | Fort Worth | TX | 76112 | N/A | PC | Funds will support services that surround students with community assistance that empowers them to stay in school and achieve in life. | $20,000 |
| Dallas Children's Theater Inc | |||||||
| 5938 Skillman Street | Dallas | TX | 75231 | N/A | PC | Funds will provide support for costs associated with the theater's Student Matinee Performance Series. | $25,000 |
| Dallas Symphony Association Inc | |||||||
| 2301 Flora Street Suite 300 | Dallas | TX | 75201 | N/A | PC | Funds will provide support for the Dallas Symphony Orchestra Young Musicians Program. | $25,000 |
| Education Opens Doors Inc | |||||||
| 2804 Swiss Avenue | Dallas | TX | 75204 | N/A | PC | Funds will support the EOD Foundations Program, providing both interactive student curriculum and teacher support to contextualize and enrich school-based instruction and counseling. | $50,000 |
| Friends of the Keller Library | |||||||
| P O Box 151 | Keller | TX | 76244 | N/A | PC | Funds will support the development of a sensory room in the Library Annex and hosting of a One Book One City event. | $40,000 |
| Gateway Church | |||||||
| 500 S Nolen Drive 300 | Southlake | TX | 76092 | N/A | PC | Funds will support Pink Impact 2023 and help more Gateway Staff members attend Global Leadership Summit 2023. | $75,000 |
| GEMS Camp | |||||||
| 1408 N Riverfront Blvd 249 | Dallas | TX | 75207 | N/A | PC | Funds will provide capacity building support to hire a part-time contract coordinator, support expansion of summer camps, school-year programming and The Hidden Gems expansion into more after-school spaces. | $25,000 |
| Girls Scouts of Northeast Texas | |||||||
| 6001 Summerside Drive | Dallas | TX | 75252 | N/A | PC | Funds will provide support for continuing efforts to bring STEM education for girls in K-12 and for initiatives to eliminate any barriers to membership and participation in Girl Scouts. | $20,000 |
| Keller Independent School District | |||||||
| 350 Keller Parkway | Keller | TX | 76248 | N/A | GOV | Funds support the KISD Art Show, Transformation Grants, ITS Awards, Keller Shake, transforming a high school library and continuing to either pilot ideas for a Whimsy Park concept or implement a school transformation. | $250,000 |
| KidStand Ministries Inc dba Stand | |||||||
| 1540 Keller Parkway Suite 108 241 | Keller | TX | 76248 | N/A | PC | Funds will help support lease payments, staffing costs, and summer camps and experiences. | $125,000 |
| Leadership Women Inc | |||||||
| 10455 N Central Expwy 109-231 | Dallas | TX | 75231 | N/A | PC | Funds will provide support for any of the Leadership Women programs. | $25,000 |
| Lumin Education | |||||||
| 924 Wayne Street | Dallas | TX | 75223 | N/A | PC | Funds will provide support for the B4Six Program. | $50,000 |
| Media Projects Inc | |||||||
| 5215 Homer Street | Dallas | TX | 75206 | N/A | PC | Funds will provide support for the PBS broadcast outreach project. | $20,000 |
| Montessori Training and Research Ce | |||||||
| 13612 Midway Road Suite 292 | Dallas | TX | 75244 | N/A | PC | Funds will provide support for strengthening and expanding the mentoring component of MINT's training that was introduced last year. | $22,399 |
| OutLoud Dallas | |||||||
| 7324 Gaston Avenue 124 479 | Dallas | TX | 75214 | N/A | PC | Funds will provide support for the construction of a blackbox theater inside the youth arts center and to continue to provide out-of-school time arts programming for Dallas youth. | $85,000 |
| Pastors 411 Foundation | |||||||
| P O Box 19510 | Lenexa | KS | 66285 | N/A | PC | Funds will provide support for summer and fall programming. | $15,000 |
| Plano Children's Theatre | |||||||
| 6121 W Park Blvd B216 | Plano | TX | 75093 | N/A | PC | Funds will support Tarrant County activities specifically related to the Southlake and Grapevine program and its continued growth. | $75,000 |
| Shawnee Mission Education Foundatio | |||||||
| 8200 West 71st Street | Shawnee Mission | KS | 66204 | N/A | PC | Funds will provide support for the Broadmoor Bistro for a high tunnel/hoop house for extended growing during the winter months, updating irrigation systmes to facilitate water conservation, and paying student interns during the summer. | $25,000 |
| SustainED Leaders | |||||||
| 10533 Verna Trail W | Fort Worth | TX | 76108 | N/A | PC | Funds will support the initiatives to codify learning and design training and coaching tools that can be used in current and future leadership development programs. | $100,000 |
| Teach for America Inc | |||||||
| 600 N Pearl Street Suite 2300 | Dallas | TX | 75201 | N/A | PC | Funds will support DFW's Pre-Service 2022, a summer training program for first-year corps members. | $25,000 |
| Texas Ballet Theater Inc | |||||||
| 1540 Mall Circle | Fort Worth | TX | 76116 | N/A | PC | Funds will support the productions of the Nutty Nutcracker and Cirque du Ballet. | $50,000 |
| The Actors Conservatory Theatre | |||||||
| 925 Tartan Trail | Highland Village | TX | 75077 | N/A | PC | Funds will help provide tech equipment, sets and costumes for productions. | $35,000 |
| The Concilio | |||||||
| 650 Fort Worth Avenue Suite 250 | Dallas | TX | 75208 | N/A | PC | Funds will provide support for programming expenses and general operations. | $50,000 |
| The Learning Center of North Texas | |||||||
| 101 Summit Ave Suite 612 | Fort Worth | TX | 76102 | N/A | PC | Funds will support the development of a series of videos addressing Dyslexia, having Karen Young as a speaker to address helping children to understand and manage anxiety, Educator Training, the evaluation program, and development and implementing Online Tutoring and, if funds allow, College Coaching. | $50,000 |
| The Plaza Academy | |||||||
| 3930 Broadway Boulevard | Kansas City | MO | 64111 | N/A | PC | Funds will provide support for art/music, education supplies, and a portion of the costs of flexible sensory seating for the entire school. Funds may also be used for training at the Ron Clark Academy in Atlanta, Georgia. | $35,000 |
| United Way of Metropolitan Dallas | |||||||
| 1800 North Lamar Street | Dallas | TX | 75202 | N/A | PC | Funds support the Once Upon a Month program. | $20,000 |
| Uplift Education | |||||||
| 3000 Pegasus Park Suite 1100 | Dallas | TX | 75247 | N/A | PC | Funds will help support Uplift Voyager, a program that will develop community and school-based programs, services, and activities. | $50,000 |
| Westlake Academy Foundation | |||||||
| 2600 JT Ottinger Road | Westlake | TX | 76262 | N/A | PC | Funds are designated to be used to implement Capturing Kids Hearts and to provide support for student experiences and field trips. | $80,000 |
| Wonderscope Inc | |||||||
| 433 Red Bridge Road | Kansas City | MO | 64131 | N/A | PC | Funds will provide support for tricycles, maker space supplies and parenting with play. | $25,000 |
| Kansas City Hospice Palliative Care | |||||||
| 9001 State Line Road Suite 300 | Kansas City | MO | 64114 | N/A | PC | Gift in honor of C. Stehl. | $5,000 |
| Candid | |||||||
| P O Box 22799 | New York | NY | 10087 | N/A | PC | Funds support the initiatives of Candid in their support of the philanthropic community. | $2,601 |
| Philanthropy Roundtable | |||||||
| 1120 20th Street NW Suite 550 S | Washington | DC | 20036 | N/A | PC | One year membership dues for 2022. | $5,000 |
| AWL Foundation | |||||||
| 6324 N Chatham Suite 305 | Kansas City | MO | 64151 | N/A | PC | Funds will support the cost of educational and professional opportunities. | $15,000 |
| Bible Study Fellowship | |||||||
| 19001 Huebner Road | San Antonio | TX | 78258 | N/A | PC | Funds will support BSF's in-person classes that engage people in community around God's Word. | $35,000 |
| Christian Relief Services Charities | |||||||
| 8301 Richmond Highway Suite 200 | Alexandria | VA | 22309 | N/A | PC | Funds will provide support for the clean water program on Pine Ridge and the Yuchi Language Project in Sapulpa, Oklahoma. | $25,000 |
| City of Roanoke | |||||||
| 308 S Walnut Street | Roanoke | TX | 76262 | N/A | GOV | Funds will provide support for Roanoke Public Library's Little Oak Street, a vibrant, engaging play learning center devoted to early literacy and social skill development for children under 5 years of age. | $20,000 |
| Commit2Dallas dba Commit Partnershi | |||||||
| 3000 Pegasus Park Drive Suite 900 | Dallas | TX | 75247 | N/A | PC | Funds will support the first year commitment and funding for the joint Commit and Child Poverty Action Lab (CPAL) Opportunity 2040 Fund. | $50,000 |
| Council on American Islamic Relatio | |||||||
| 3514 Clinton Parkway Suite A-333 | Lawrence | KS | 66047 | N/A | PC | Funds will support operational needs of protecting civil rights as well as civic engagement and involvement of community members. | $10,000 |
| Destined for Victory Ministries Bay | |||||||
| P O Box 1767 | Fremont | CA | 94538 | N/A | PC | Funds will support Destined for Victory's radio, television and internet platforms and operating expenses. | $10,000 |
| Doug Miller Don Sanders Scholarship | |||||||
| P O Box 131331 | Houston | TX | 77019 | N/A | PC | Funds will help low-income students who will be the first in their families to attend college. | $20,000 |
| Employee Rights Advocacy Institute | |||||||
| 1800 Sutter Street Suite 210 | Concord | CA | 94520 | N/A | PC | Funds will support the Institute's ongoing programs. | $20,000 |
| Encore Park Dallas | |||||||
| 1835 Young Street | Dallas | TX | 75201 | N/A | PC | Funds will support programming in the Encore Park Amphitheater. | $10,000 |
| Encore Park Dallas | |||||||
| 1835 Young Street | Dallas | TX | 75201 | N/A | PC | Funds will support programming in the Encore Park Amphitheater. | $10,000 |
| First Assembly of God Church-Ark Ci | |||||||
| 3125 North Summit Street | Arkansas City | KS | 67005 | N/A | PC | Funds will be used for the continuation or creation of a Women's Conference at Ark City's 1st Assembly of God Church or an off-site conference as well as creating an experience or event for the youth in the area. Remaining funds will be used for outreach and inner work. | $45,000 |
| Homeless Alliance | |||||||
| 1724 NW 4th Street | Oklahoma City | OK | 73106 | N/A | PC | Funds will support the ongoing operations of the Day Shelter. | $175,000 |
| June Shelton School Evaluation Cent | |||||||
| 17301 Preston Road | Dallas | TX | 75252 | N/A | PC | Funds are to be used for the new broadcast team, technology to allow more people to view school events, expanding sports offered for grades 5-12 and professional development for coaches and staff. | $5,000 |
| Kansas City Metropolitan Bar Founda | |||||||
| 2300 Main Street Suite 100 | Kansas City | MO | 64108 | N/A | PC | Funds will help KCMBF continue to grow and expand its reach and impact in the community, as well as expanding its Legal Connections program. | $30,000 |
| Kansas University Endowment Associa | |||||||
| 2330 Shawnee Mission Parkway | Fairway | KS | 66205 | N/A | PC | Funds will support hiring two graduate assistants to facilitate co-curricular programming that will help students navigate campus and build community. | $25,000 |
| Kansas University Endowment Assocat | |||||||
| 2330 Shawnee Mission Parkway | Fairway | KS | 66205 | N/A | PC | Funds will support precision medicine that will allow physicians to more precisely determine the best treatment or prevention option for each patient. | $20,000 |
| League of Women Voters of Johnson C | |||||||
| P O Box 13491 | Overland Park | KS | 66282 | N/A | PC | Funds will support monthly educational programs and forums in addition to voter information events at local high schools and colleges. | $10,000 |
| Milestone Church | |||||||
| 201 Mount Gilead Road | Keller | TX | 76248 | N/A | PC | Funds will support Milestone's annual camp for 400 9th and 10th grade students at LoneHollow Ranch. | $50,000 |
| Momentous Institute | |||||||
| 106 East 10th Street | Dallas | TX | 75203 | N/A | SO I | Funds will support work in social emotional health through Momentous Institute's Therapeutic Services programming. | $10,000 |
| Parks for Downtown Dallas | |||||||
| 901 Main Street Suite 609 | Dallas | TX | 75202 | N/A | POF | Funds will support the design and construction of Harwood Park. | $40,000 |
| Parks for Downtown Dallas | |||||||
| 901 Main Street Suite 609 | Dallas | TX | 75202 | N/A | POF | Funds will support the design and construction of Carpenter Park. | $35,000 |
| St Mark's School of Texas | |||||||
| 10600 Preston Road | Dallas | TX | 75230 | N/A | PC | Funds will support financial aid that will allow a greater diversity of backgrounds and experiences to attend St. Mark's School of Texas. | $5,000 |
| SustainED Leaders | |||||||
| 10533 Verna Trail W | Fort Worth | TX | 76108 | N/A | PC | Funds will provide operating support for two programs currently in development for the 2022-2023 school year. | $100,000 |
| TACA Inc | |||||||
| 1722 Routh Street Suite 800 | Dallas | TX | 75201 | N/A | PC | Funds will provide general operating support for grants programs, capacity building workshops and continued innovation of TACA's community offerings and giving opportunities. | $25,000 |
| Ursuline Academy of Dallas Inc | |||||||
| 4900 Walnut Hill Lane | Dallas | TX | 75229 | N/A | PC | Funds will support the Act, Move, Believe campaign. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,300,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,920 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,308,624 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,004,643 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,312,243 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Class action proceeds | 14 | $519 |
| Other income | 14 | $800 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,657,749 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,657,749 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation & consulting | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Parks for Downtown Dallas | ||||||||||
| 901 Main Street Suite 609 | Dallas | TX | 75202 | 2022-04-18 | $40,000 | Construction costs of Harwood Park in downtown Dallas | $40,000 | No | 03/20/23 | The Foundation reviewed the grant reports submitted by the Grantee, but did not undertake any verification thereof, as there was no reason to doubt their accruacy or reliability. |
| Parks for Downtown Dallas | ||||||||||
| 901 Main Street Suite 609 | Dallas | TX | 75202 | 2022-04-18 | $35,000 | Construction costs of Carpenter Park in downtown Dallas | $35,000 | No | 03/20/23 | The Foundation reviewed the grant reports submitted by the Grantee, but did not undertake any verification thereof, as there was no reason to doubt their accruacy or reliability. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Publicly traded corporate bonds | BondNm |
| EOY Book Value | $14,351,082 | EOYBookValueAmt |
| EOYFMV | $12,779,498 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly traded corporate stocks | StockNm |
| EOY Book Value | $5,376,013 | EOYBookValueAmt |
| EOYFMV | $7,986,003 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $41,405 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $41,099 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $6,400 | $574 | $5,826 | |
| Land | $24,934,597 | $24,934,597 | $43,583,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Publicly traded mutual funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $29,965,637 | BookValueAmt |
| EOYFMV | $38,614,088 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $43,676 | $43,676 | ||
| Furniture and Fixtures | $162,375 | $161,723 | $652 | $652 |
| Machinery and Equipment | $72,170 | $64,574 | $7,596 | $7,596 |
| Buildings | $1,939,811 | $1,062,679 | $877,132 | $877,132 |
| Land | $38,028 | $38,028 | $38,028 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal services | CategoryTxt |
| Legal Fees | $570 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $570 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Auto expenses | $1,781 | $89 | $1,692 |
| Bank charges | $296 | $296 | |
| Board acknowledgement | $1,536 | $77 | $1,459 |
| Computer and internet expenses | $5,287 | $264 | $5,023 |
| Contract landscaping and other | $5,301 | $694 | $4,607 |
| Insurance | $20,423 | $1,021 | $19,402 |
| Investment land expenses | $12,140 | $12,140 | |
| Meetings/convenings | $9,522 | $238 | $9,046 |
| Memberships and fees | $3,643 | $182 | $3,461 |
| Miscellaneous | $1,427 | $71 | $1,356 |
| Office supplies | $8,359 | $418 | $7,941 |
| Postage and delivery | $1,415 | $71 | $1,344 |
| Printing and copying | $960 | $48 | $912 |
| Rental Expenses | $67,732 | $67,732 | |
| Repairs | $5,555 | $278 | $5,277 |
| Royal Holdings | $126 | $126 | |
| Telephone | $4,832 | $242 | $4,590 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Class action proceeds | $519 | $519 |
| Other income | $800 | $800 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CapFinancial Partners LLC | $61,668 | $61,668 | $0 | $0 |
| Great Western/Empower Retire. Plan | $5,030 | $252 | $0 | $4,779 |
| Insperity human resources admin. | $23,776 | $822 | $0 | $22,954 |
| Real property appraisals | $23,500 | $23,500 | $0 | $0 |
| Schwab Crossroads Investment Mgmt | $2,479 | $2,479 | $0 | $0 |
| UMB Crossroads investment mgmt | $36,796 | $36,796 | $0 | $0 |
| UMB Custodian fees | $30,002 | $30,002 | $0 | $0 |
| UMB Pinnacle investment mgmt | $55,732 | $55,732 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise taxes paid | $65,000 | ||
| Property taxes 635 Randoll Mill Rd | $63,859 | $63,859 | |
| Property taxes 675 Randoll Mill Rd | $32,283 | $1,614 | $30,669 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Royall LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO 2110 | AddressLine1Txt |
| City | Keller | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320404588 | EIN |
| Desc | Distribution of capital | Desc |
| Amt | $1,050,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050,000 | TotalAmt |
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