LEE ANN AND STEVEN VAN AMBURGH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEE ANN AND STEVEN VAN AMBURGH FOUNDATION (EIN 81-0940796)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-03
- IRS object ID
- 202313079349100516
- 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 Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-03T10:31:43-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5908 HEADQUARTERS DRIVE STE 300 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | 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 | 810940796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE ANN AND STEVEN VAN AMBURGH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEEA | BusinessNameControlTxt |
| Phone | 2146967827 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3945 MARQUETTE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN VAN AMBURGH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2146967827 | PhoneNum |
| Signature | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | VAN AMBURGH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHEA KRACHECK | PreparerPersonNm |
| PTIN | P01284358 | PTIN |
| Phone | 4697763610 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $9,181,381 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $23,561 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,561 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $263,838 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $234,171 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $184,136 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $274,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $257,732 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,313 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,438 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,108 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,108 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,721 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,129 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,938 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,438 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $360,780 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $360,780 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $434,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $362,218 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$159,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $205,158 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,374,813 | CashBOYAmt |
| Cash EOY | $1,374,657 | CashEOYAmt |
| Cash EOYFMV | $1,374,657 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $725,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $727,292 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,394,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,377,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,762,107 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,581,938 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,699,883 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,286,315 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $17,349 | OtherAssetsBOYAmt |
| Other Assets EOY | $31,010 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $31,010 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,368,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,208,855 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,181,381 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,368,165 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,208,855 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,368,165 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,208,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,368,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,208,855 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,368,165 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$159,310 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,208,855 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,208,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | 2021-01-01 | 2022-12-31 | $498 | $498 | $498 | |
| PUBLICLY TRADED SECURITIES | 2022-01-01 | 2022-12-31 | $43,997 | -$22,106 | -$22,106 | $66,103 |
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2022-12-31 | $139,641 | $9,196 | $9,196 | $130,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,412 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,852 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,852 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $70 | EsPenaltyAmt |
| Tax Due | $2,922 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN VAN AMBURGH | IndividualWithBooksNm |
| Phone | 2146967827 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3945 MARQUETTE ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN VAN AMBURGH | ||||||||
| 3945 MARQUETTE | DALLAS | TX | 75225 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LEE ANN VAN AMBURGH | ||||||||
| 3945 MARQUETTE | DALLAS | TX | 75225 | VICE-PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| SAM PACE VAN AMBURGH | ||||||||
| 3945 MARQUETTE | DALLAS | TX | 75225 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHERINE THOMPSON | ||||||||
| 3945 MARQUETTE | DALLAS | TX | 75225 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PETER JARRETT VAN AMBURGH | ||||||||
| 3945 MARQUETTE | DALLAS | TX | 75225 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN WAGNER | ||||||||
| 8343 DOUGLAS AVE STE 400 | DALLAS | TX | 75225 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,156,504 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,227,128 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,010 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,414,642 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,414,642 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,273,422 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $463,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $463,671 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,852 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,852 | TotalTaxAmt |
| Distributable Before Adj | $460,819 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $460,819 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $460,819 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $362,218 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $362,218 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $460,819 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $56,103 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $111,844 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,829 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $188,776 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $362,218 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $362,218 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $98,601 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $98,601 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $90,175 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $90,175 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $69,346 | ExcessFromYear3Amt |
| Excess From Year2 | $20,829 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN VAN AMBURGH | ContributingManagerNm |
| Contributing Manager | LEE ANN VAN AMBURGH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN VAN AMBURGH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3945 MARQUETTE ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2146967827 | RecipientPhoneNum |
| Form And Info And Materials | 1. THE REQUEST FOR THE GRANT SHOULD BE RECEIVED ON THE ORGANIZATION'S LETTERHEAD AND SIGNED BY A MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS OR AN OFFICER OF THE ORGANIZATION. 2. THE LETTER SHOULD CONTAIN THE FOLLOWING INFORMATION: I. SPECIFIC INFORMATION RELATED TO THE DESIRED USE OF THE GRANT, II. A COPY OF THE ORGANIZATION'S CHARTER AND BY-LAWS, AND III. A COPY OF THE ORGANIZATION'S EXEMPTION LETTER FROM THE IRS, INCLUDING THE MOST RECENT FINANCIAL STATEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICATIONS ACCEPTED FROM 501(C)(3) ORGANIZATIONS ONLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 24 HOUR CLUB | |||||||
| 4636 ROSS AVENUE | DALLAS | TX | 75204 | NONE | PC | GENERAL SUPPORT | $21,000 |
| ANGELINA COLLEGE FOUNDATION | |||||||
| 3500 S 1ST STREET | LUFKIN | TX | 75901 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BAYLOR SCOTT AND WHITE FOUNDATION | |||||||
| 1901 N MACARTHUR BLVD | IRVING | TX | 75061 | NONE | PC | GENERAL SUPPORT | $25,000 |
| BEHIND EVERY DOOR | |||||||
| 2824 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CARE | |||||||
| 151 ELLID STREET NE | ATLANTA | GA | 30303 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CATTLE BARON'S BALL | |||||||
| 3838 OAK LAWN AVENUE SUITE 700 | DALLAS | TX | 75219 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHILDRENS ADVOCACY CENTER OF COLLIN COUNTY | |||||||
| 2205 LOS RIOS BLVD | PLANO | TX | 75074 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CISTERCIAN ABBEY | |||||||
| 3550 CISTERCIAN ROAD | IRVING | TX | 75039 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CORNERSTONE BAPTIST CHURCH OF DALLAS | |||||||
| PO BOX 671209 | DALLAS | TX | 75367 | NONE | PC | GENERAL SUPPORT | $27,700 |
| DALLAS CASA | |||||||
| 2757 SWISS AVE | DALLAS | TX | 75204 | NONE | PC | GENERAL SUPPORT | $2,400 |
| DALLAS FOUNDATION | |||||||
| 3000 PEGASUS PARK DRIVE SUITE 930 | DALLAS | TX | 75247 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DARBY'S WARRIOR SUPPORT | |||||||
| PO BOX 1463 | SEARCY | AR | 72145 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DENISON FORUM | |||||||
| 17304 PRESTON ROAD SUITE 1060 | DALLAS | TX | 75252 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FOUNDATION 45 | |||||||
| PO BOX 151532 | RICHARDSON | TX | 75081 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FRIENDS OF LAKE MCQUEENEY (FOLM) | |||||||
| PO BOX 781 | MC QUEENEY | TX | 78123 | NONE | PC | GENERAL SUPPORT | $500 |
| HIGHLAND PARK PRESBYTERIAN CHURCH (HPPC) | |||||||
| 3821 UNIVERSITY BLVD SUITE H116 | DALLAS | TX | 75205 | NONE | PC | GENERAL SUPPORT | $50,000 |
| HUMAN IMPACT | |||||||
| 9540 GARLAND ROAD SUITE 381-398 | DALLAS | TX | 75218 | NONE | PC | GENERAL SUPPORT | $5,000 |
| KERSHAWS CHALLENGE | |||||||
| 5949 SHERRY LANE SUITE 1110 | DALLAS | TX | 75225 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MANE GAIT | |||||||
| 3160 NORTH CUSTER ROAD | MCKINNEY | TX | 75071 | NONE | PC | GENERAL SUPPORT | $8,500 |
| MD ANDERSON | |||||||
| 1 BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | GENERAL SUPPORT | $1,500 |
| MEN OF NEHEMIAH | |||||||
| 2010 AL LIPSCOMB WAY | DALLAS | TX | 75215 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MOUNT ST MICHAEL SCHOOL | |||||||
| 4500 W DAVIS STREET | DALLAS | TX | 75211 | NONE | SCHOOL | GENERAL SUPPORT | $580 |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 11625 RAINWATER DRIVE SUITE 500 | ALPHARETTA | GA | 30009 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NEW BRAUNFELS FOOD BANK | |||||||
| 5200 HISTORIC OLD HWY 90 | SAN ANTONIO | TX | 78227 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NO LABELS | |||||||
| 17011 LINCOLN AVENUE | PARKER | CO | 80134 | NONE | PC | GENERAL SUPPORT | $10,000 |
| OUR CALLING | |||||||
| 8941 S COBBLEMOOR LANE | SANDY | UT | 84093 | NONE | PC | GENERAL SUPPORT | $16,000 |
| PROJECT SHELTER INC | |||||||
| 6455 DALLAS PARKWAY | PLANO | TX | 75024 | NONE | PC | GENERAL SUPPORT | $5,000 |
| REDI MIX CHARITY CLASSIC | |||||||
| PO BOX 11794 | FORT WORTH | TX | 76110 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RIVERTREE ACADEMY | |||||||
| 5439 BONNELL AVENUE | FORT WORTH | TX | 76107 | NONE | PC | GENERAL SUPPORT | $3,750 |
| SALESMANSHIP CLUB OF DALLAS | |||||||
| 106 E 10TH STREET SUITE 200 | DALLAS | TX | 75203 | NONE | PC | GENERAL SUPPORT | $100 |
| SALVATION ARMY | |||||||
| PO BOX 36006 | DALLAS | TX | 75235 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SENIOR SOURCE | |||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | PC | GENERAL SUPPORT | $2,750 |
| TEXAS BIOMEDICAL RESEARCH INSTITUTE | |||||||
| PO BOX 760549 | SAN ANTONIO | TX | 78245 | NONE | PC | GENERAL SUPPORT | $500 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| TCU BOX 298200 | FORT WORTH | TX | 76129 | NONE | SCHOOL | GENERAL SUPPORT | $1,000 |
| TEXAS PARKS & WILDLIFE FOUNDATION | |||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TEXAS VALUES | |||||||
| 900 CONGRESS SUITE L115 | AUSTIN | TX | 78701 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE FAMILY FOUNDATION | |||||||
| 10415 MORADO CIR SUITE 310 | AUSTIN | TX | 78759 | NONE | PF | GENERAL SUPPORT | $10,000 |
| THE MAGDALEN HOUSE | |||||||
| 1302 REDWOOD CIRCLE | DALLAS | TX | 75218 | NONE | PC | GENERAL SUPPORT | $12,000 |
| THE PRIDE OF SUDIE PTO | |||||||
| 4518 POMONA ROAD | DALLAS | TX | 75209 | NONE | PC | GENERAL SUPPORT | $2,500 |
| TRINITY SCHOOL | |||||||
| 4301 NORTHSIDE PARKWAY NW | ATLANTA | GA | 30327 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TURNER 12 | |||||||
| PO BOX 151363 | DALLAS | TX | 75315 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UGM TARRANT COUNTY | |||||||
| 1321 EAST LANCASTER AVENUE | FORT WORTH | TX | 76102 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNION GOSPEL MISSION | |||||||
| 1331 E LANCASTER AVENUE | FORT WORTH | TX | 76102 | NONE | PC | GENERAL SUPPORT | $20,000 |
| WEST TEXAS FOOD BANK | |||||||
| PO BOX 4242 | ODESSA | TX | 79760 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WORLDWIDE VOICE IN THE WILDERNESS | |||||||
| PO BOX 740273 | DALLAS | TX | 75374 | NONE | PC | GENERAL SUPPORT | $5,000 |
| YOUTH BELIEVING IN CHANGE | |||||||
| 8574 STULTS ROAD | DALLAS | TX | 75243 | NONE | PC | GENERAL SUPPORT | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,780 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,561 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $263,838 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$12,412 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $274,987 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $274,987 | 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 | $5,750 | Amt |
| Net Investment Income | $4,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,438 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES IN MERRILL LYNCH #02631 | StockNm |
| EOY Book Value | $3,377,705 | EOYBookValueAmt |
| EOYFMV | $3,762,107 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS IN MERRILL LYNCH #02631 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,699,883 | BookValueAmt |
| EOYFMV | $3,286,315 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DISTRIBUTIONS RECEIVABLE | $11,403 | $21,936 | $21,936 |
| DIVIDEND RECEIVABLE | $5,946 | $9,074 | $9,074 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE FEE | $24 | $24 | $0 |
| DISQUALIFIED SCHOLARSHIP TO INDIVIDUAL | $17,914 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $47,108 | Amt |
| Net Investment Income | $47,108 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,129 | $1,129 | $0 |
| FEDERAL TAXES PAID | $1,592 | $0 | $0 |
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