THE@SARAH AND ROSS PEROT JR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE@SARAH AND ROSS PEROT JR FOUNDATION (EIN 43-1964344)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202323129349101657
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T12:05:23-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800168836 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Petrus Trust Company LTA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 | 431964344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sarah and Ross Perot Jr Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 9725351900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J Y Robb III | PersonNm |
| Person Title | Asst. Secretary | PersonTitleTxt |
| Phone | 9725351900 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | J | PersonFirstNm |
| Person Last | Robb III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | Lauren A Berryman | PreparerPersonNm |
| PTIN | P01534750 | PTIN |
| Phone | 9725351900 | PhoneNum |
| Preparation | 2023-11-01 | PreparationDt |
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 | $26,309,259 | 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 | $14,247,587 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $93 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $140,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,791 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $69,791 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37,047 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$10,045 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,495,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $200,610 | 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 |
| Taxes Rev And Expnss | $23,121 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $83 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $90,557 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,127 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,160,892 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,160,892 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,274,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,160,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,220,719 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $195,400 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $292,401 | CashBOYAmt |
| Cash EOY | $154,572 | CashEOYAmt |
| Cash EOYFMV | $154,572 | CashEOYFMVAmt |
| Other Investments BOY | $14,531,435 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,889,080 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,154,687 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,823,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,043,652 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,309,259 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,000 | 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 | $14,822,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,043,652 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,822,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,043,652 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,823,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,043,652 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,822,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,220,719 | ExcessRevenueOverExpensesAmt |
| Other Increases | $97 | OtherIncreasesAmt |
| Subtotal | $19,043,652 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,043,652 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PSTF K1 STCG | P | 2022-01-01 | 2022-12-31 | -$2,356 | -$2,356 |
| PSTF K1 LTCG | P | 2022-01-01 | 2022-12-31 | -$1,145 | -$1,145 |
| PHC K1 STCG | P | 2022-01-01 | 2022-12-31 | -$154 | -$154 |
| PHC K1 LTCG | P | 2022-01-01 | 2022-12-31 | -$75 | -$75 |
| PQOF K1 STCG | P | 2022-01-01 | 2022-12-31 | -$1 | -$1 |
| PVNT K1 STCG | P | 2022-01-01 | 2022-12-31 | -$295 | -$295 |
| PEPI K1 STCG | P | 2022-01-01 | 2022-12-31 | $26,588 | $26,588 |
| PEPI K1 LTCG | P | 2022-01-01 | 2022-12-31 | $47,229 | $47,229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,791 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,716 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,716 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,716 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | 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 | $8,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $5,282 | OverpaymentAmt |
| Applied To ES Tax | $5,282 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JY Robb III | IndividualWithBooksNm |
| Phone | 9725351930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | 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 |
| Transactions Fail To Qlfy As Exc | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Henry Ross Perot Jr | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee, Vice President/Tr | 0.00 | $0 | $0 | $0 |
| Sarah F Perot | ||||||||
| 2929 Carlisle Street Suite 370 | Dallas | TX | 75204 | Trustee, President/Sec. | 20.00 | $0 | $0 | $0 |
| Darcy Glen Anderson | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee | 0.00 | $0 | $0 | $0 |
| J Y Robb III | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee, Asst. Secretary | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $23,191,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,355,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,355,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $350,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,005,497 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,150,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,150,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,716 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,716 | TotalTaxAmt |
| Distributable Before Adj | $1,147,559 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,147,559 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,147,559 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,160,892 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,160,892 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,147,559 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,535,904 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,821,997 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,210,553 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $883,927 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $12,452,381 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,160,892 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,147,559 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,013,333 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,465,714 | 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 | $4,535,904 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,929,810 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,821,997 | ExcessFromYear4Amt |
| Excess From Year3 | $4,210,553 | ExcessFromYear3Amt |
| Excess From Year2 | $883,927 | ExcessFromYear2Amt |
| Excess From Current Year | $9,013,333 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Henry Ross Perot Jr | ContributingManagerNm |
| Contributing Manager | Sarah F Perot | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kristen Garcia | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Carlisle Street Suite 370 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2145282225 | RecipientPhoneNum |
| Form And Info And Materials | Please contact the named person above for details | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Please contact the named person above for details | SubmissionDeadlinesTxt |
| Restrictions On Awards | Please contact the named person above for details | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SMU Tower Center | ||||||||
| PO Box 750402 | Dallas | TX | 752750402 | NONE | Public Charity | Educational Support | $1,000 | |
| Highland Park Presbyterian Church | ||||||||
| 3821 University Blvd | Dallas | TX | 752071710 | NONE | Public Charity | Religious Support | $12,500 | |
| TACA | ||||||||
| One Arts Plaza 1722 Routh St Ste | Dallas | TX | 75201 | NONE | Public Charity | Support of the Arts | $5,000 | 800 |
| Texas Veterans Hall of Fame Foundation | ||||||||
| PO Box 51288 | Denton | TX | 76206 | NONE | Public Charity | Veteran Support | $5,000 | |
| No One Left Behind | ||||||||
| PO Box 3641 | Merrifield | VA | 22116 | NONE | Public Charity | Humanitarian | $5,000 | |
| Foster's Outriders Foundation | ||||||||
| 115 E Snow King Ave | Jackson | WY | 83001 | NONE | Public Charity | Humanitarian | $15,000 | |
| United Way of Metropolitan Dallas | ||||||||
| 1800 N Lamar | Dallas | TX | 75202 | NONE | Public Charity | Humanitarian | $25,000 | |
| Air Force Aid Society | ||||||||
| PO Box 2208 | Arlington | VA | 22202 | NONE | Public Charity | Humanitarian | $15,000 | |
| Project Unity | ||||||||
| PO Box 224486 | Dallas | TX | 75222 | NONE | Public Charity | Humanitarian | $2,500 | |
| Covenant Presbyterian Church | ||||||||
| 19 Vail Rd | Vail | CO | 81657 | NONE | Public Charity | Religious Support | $10,000 | |
| Callier Center | ||||||||
| 800 W Campbell Rd SPN 10 | Richardson | TX | 750803021 | NONE | Public Charity | Support of Medical Field | $3,000 | |
| Crystal Charity Ball | ||||||||
| 3838 Oak Lawn Ave Suite L150 | Dallas | TX | 75219 | NONE | Public Charity | Humanitarian | $25,000 | |
| Texas Christian University | ||||||||
| TCU Box 298240 | Fort Worth | TX | 76129 | NONE | Public Charity | Educational Support | $10,000 | |
| St Mark's School of Texas | ||||||||
| 10600 Preston Rd | Dallas | TX | 752304047 | NONE | Public Charity | Educational Support | $100,000 | |
| Highland Park Presbyterian Church | ||||||||
| 3821 University Blvd | Dallas | TX | 752071710 | NONE | Public Charity | Religious Support | $12,500 | |
| Highland Park Presbyterian Church | ||||||||
| 3821 University Blvd | Dallas | TX | 752071710 | NONE | Public Charity | Religious Support | $2,500 | |
| Good News World Outreach | ||||||||
| PO Box 895 | Fort Worth | TX | 76101 | NONE | Public Charity | Humanitarian | $25,000 | |
| Ukranian Congress Committee of America | ||||||||
| 203 Second Ave | New York | NY | 10003 | NONE | Public Charity | Humanitarian | $25,000 | |
| Dallas Symphony Orchestra | ||||||||
| 2301 Flora St | Dallas | TX | 75201 | NONE | Public Charity | Support of the Arts | $50,000 | |
| AT&T Performing Arts Center | ||||||||
| 700 N Pearl St Ste N1800 | Dallas | TX | 75201 | NONE | Public Charity | Support of the Arts | $25,000 | |
| Crystal Bridges Museum of American Art Inc | ||||||||
| 600 Museum Way | Bentonville | AR | 72712 | NONE | Public Charity | Support of the Arts | $50,000 | |
| Parks for Downtown Dallas | ||||||||
| 901 Main St Ste 609 | Dallas | TX | 75202 | NONE | Public Charity | Support of Public Parks | $1,000,000 | |
| National Air and Space Museum | ||||||||
| 6th St and Independence Ave SW | Washington DC | DC | 20560 | NONE | Public Charity | Support of the Arts | $25,000 | |
| No One Left Behind | ||||||||
| PO Box 3641 | Merrifield | VA | 22116 | NONE | Public Charity | Humanitarian | $5,000 | |
| Highland Park Presbyterian Church | ||||||||
| 3821 University Blvd | Dallas | TX | 752071710 | NONE | Public Charity | Religious Support | $12,500 | |
| Global Network Foundation | ||||||||
| 715 Peachtree Street NE Suite 200 | Atlanta | GA | 30308 | NONE | Public Charity | Humanitarian | $100,000 | |
| Perot Museum of Nature and Science | ||||||||
| 2201 N Field St | Dallas | TX | 75201 | NONE | Public Charity | Educational Support | $50,000 | |
| Texas Veterans Hall of Fame Foundation | ||||||||
| PO Box 51288 | Denton | TX | 76206 | NONE | Public Charity | Veteran Support | $2,500 | |
| Helping Hands Ministries Inc | ||||||||
| 1859 Northgate Blvd | Sarasota | FL | 34234 | NONE | Public Charity | Support of Medical Field | $84,000 | |
| SMU Meadows Museum | ||||||||
| PO Box 750402 | Dallas | TX | 752750402 | NONE | Public Charity | Support of the Arts | $500 | |
| Dallas Symphony Association | ||||||||
| 2301 Flora St | Dallas | TX | 75201 | NONE | Public Charity | Support of the Arts | $12,500 | |
| Bel-Air Association | ||||||||
| 100 Bel Air Rd | Los Angeles | CA | 90077 | NONE | Public Charity | Humanitarian | $350 | |
| SMU Office of Alumni Relations | ||||||||
| PO Box 750402 | Dallas | TX | 752750402 | NONE | Public Charity | Educational Support | $10,000 | |
| UT Southwestern Medical Center | ||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 753909002 | NONE | Public Charity | Support of Medical Field | $5,000 | |
| Highland Park Presbyterian Church | ||||||||
| 3821 University Blvd | Dallas | TX | 752071710 | NONE | Public Charity | Religious Support | $12,500 | |
| Denison Ministries | ||||||||
| 17304 Preston Rd 1060 | Dallas | TX | 75252 | NONE | Public Charity | Religious Support | $100,000 | |
| Make-A-Wish Foundation | ||||||||
| 16803 Dallas Pkwy Ste 100 | Addison | TX | 75001 | NONE | Public Charity | Humanitarian | $10,000 | |
| Conservation Force | ||||||||
| 3240 S I-10 Service Road W Ste 200 | Metairie | LA | 700016911 | NONE | Public Charity | Support of Nature and Animal Rights | $25,000 | |
| KidLinks Foundation | ||||||||
| 2904 Floyd St | Dallas | TX | 75204 | NONE | Public Charity | Humanitarian | $5,000 | |
| National Medal of Honor Museum Foundation | ||||||||
| 1717 E Randol Mill Rd | Arlington | TX | 76011 | NONE | Public Charity | Veteran Support | $1,000,000 | |
| National Mounted Warfare Foundation | ||||||||
| 207 S 3rd St 100 | Copperas Cove | TX | 76522 | NONE | Public Charity | Veteran Support | $200,000 | |
| The Salvation Army of North Texas | ||||||||
| PO Box 36006 | Dallas | TX | 75235 | NONE | Public Charity | Humanitarian | $2,000,000 | |
| UT Southwestern Medical Center | ||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 753909002 | NONE | Public Charity | Support of Medical Field | $5,000,000 | |
| SMU Tower Center | ||||||||
| PO Box 750402 | Dallas | TX | 752750402 | NONE | Public Charity | Educational Support | $77,042 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,160,892 | 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 | $93 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,771 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,092 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,791 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Other Income - Petrus Venture Fund | 14 | $1,176 |
| Other Income - PEPI Capital | 14 | -$11,221 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $247,702 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $247,702 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Henry Ross Perot Jr | ||||||
| 1 | 3000 Turtle Creek Blvd | Dallas | TX | 75219 | $14,118,956 | Yes (X) |
| SFP Inc | ||||||
| 2 | 5500 Preston Road Ste 365 | Dallas | TX | 75205 | $9,675 | Yes (X) |
| Sarah F Perot | ||||||
| 3 | 5500 Preston Road Ste 365 | Dallas | TX | 75205 | $118,956 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in Petrus Short Term Fund LP | AT COST | $14,000,367 | $13,994,046 |
| Investment in Petrus Holding Company, LLC | AT COST | $465,820 | $74,674 |
| Investment in PEPI Capital, LP | AT COST | $2,791,473 | $2,504,515 |
| Investment in Petrus Venture Funds, LP | AT COST | $1,173,342 | $1,182,504 |
| Investment in HWGAA, LP | AT COST | $227,293 | $8,169,287 |
| Investment in Petrus QOF I, LP | AT COST | $230,785 | $229,661 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Petrus Venture Fund LP | $4,485 | $4,485 | $0 |
| PEPI Capital LP | $642 | $642 | $0 |
| Office Expense | $1,529 | $0 | $0 |
| Utility Expense | $87 | $0 | $0 |
| Rent Expense | $8,059 | $0 | $0 |
| Nondeductible Expenses | $75,755 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Tax Exempt Income | $47,092 | $0 | $47,092 |
| Other Income - Petrus Venture Fund | $1,176 | $1,176 | $1,176 |
| Other Income - PEPI Capital | -$11,221 | -$11,221 | -$11,221 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book Tax Difference | Desc |
| Amt | $97 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Income Tax | $23,038 | $0 | $0 |
| Foreign Tax-Petrus Venture Fund LP | $83 | $83 | $0 |
Comments