ANTHONY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY FAMILY FOUNDATION (EIN 75-2681504)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202323139349101617
- 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 Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T11:56:09-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N DALLAS PKWY 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | 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 | 752681504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 9729914484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 COIT ROAD 970 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA S ANTHONY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9729914484 | PhoneNum |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CYNTHIA | PersonFirstNm |
| Person Last | ANTHONY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 888008888 | 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 | BILL HATTOX | PreparerPersonNm |
| PTIN | P00179084 | PTIN |
| Phone | 9726611843 | PhoneNum |
| Preparation | 2023-11-06 | 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 | $5,219,843 | 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 | $890 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $890 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $123,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,584 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $900,168 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,584 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $268,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $268,510 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,124 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,124 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,122 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,722 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $290,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $290,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $343,596 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,164 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,002 | CashBOYAmt |
| Cash EOY | $11,272 | CashEOYAmt |
| Cash EOYFMV | $11,272 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,022 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,244 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,244 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,914,549 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,892,971 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,155,327 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,032,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,957,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,219,843 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,444,430 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,444,430 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $588,143 | RetainedEarningBOYAmt |
| Retained Earning EOY | $513,057 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,032,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,957,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,032,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,957,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,032,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,086 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,957,487 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,957,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DIVIDENDS | P | $7,212 | $7,212 | $7,212 | |
| PUBLICLY TRADED SECURITIES | P | $892,956 | $137,372 | $137,372 | $755,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,584 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,313 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,813 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Overpayment | $6,674 | OverpaymentAmt |
| Applied To ES Tax | $6,674 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CINDI S ANTHONY | IndividualWithBooksNm |
| Phone | 9729914484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 COIT ROAD SUITE 970 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| R JAY ANTHONY | ||||||||
| 12770 COIT ROAD STE 970 | DALLAS | TX | 75251 | PRES/DIR | 1.00 | $0 | $0 | $0 |
| CYNTHIA S ANTHONY | ||||||||
| 12770 COIT ROAD STE 970 | DALLAS | TX | 75251 | VP/S/TR/DIR | 1.00 | $0 | $0 | $0 |
| JAMES KEVIN FLYNN | ||||||||
| 12770 COIT ROAD STE 970 | DALLAS | TX | 75251 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $5,596,522 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,676,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,676,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,591,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $279,555 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $279,555 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,116 | TotalTaxAmt |
| Distributable Before Adj | $276,439 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $276,439 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $276,439 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $290,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,439 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $302,879 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $290,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $290,850 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $12,029 | Taxable2Amt |
| Undistributed Income CY | $276,439 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | R JAY ANTHONY | ContributingManagerNm |
| Contributing Manager | CYNTHIA S ANTHONY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANTHONY FAMILY FOUNDATION CINDI S A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 COIT ROAD SUITE 970 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9729914484 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST STATING INTENDED USE OF FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFS USA | |||||||
| AFS-USA 120 WALL STREET 4TH FL | NEW YORK | NY | 10005 | N/A | PC | TO PROVIDE INTERNATIONAL AND INTERCULTURAL LEARNING EXPERIENCES | $5,000 |
| BRYANS HOUSE | |||||||
| 3610 PIPESTONE RD | DALLAS | TX | 75212 | N/A | PC | TO PROVIDE CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES TRUSTED CASE MANAGEMENT, EDUCATIONAL, THERAPEUTIC, AND MEDICALLY SUPPORTED CARE | $2,500 |
| CASADY SCHOOL | |||||||
| PO BOX 20390 | OKLAHOMA CITY | OK | 73156 | N/A | PC | TO DEVELOP EXCELLENCE, CONFIDENCE, AND INTEGRITY IN STUDENTS AND PREPARES THEM WITH THE SKILLS AND KNOWLEDGE THAT SERVE AS THE FOUNDATION FOR SUCCESS | $250 |
| CHILDREN OF UGANDA | |||||||
| PO BOX 659 | CHARLES TOWN | WV | 25414 | N/A | PC | TO SUPPORT AND EMPOWER HUNDREDS OF ORPHANS AND VULNERABLE CHILDREN IN UGANDA | $10,000 |
| CIRCLE TEN COUNCIL FRIENDS OF SCOUTING | |||||||
| 8605 HARRY HINES BLVD | DALLAS | TX | 75235 | N/A | PC | TO PREPARE YOUNG PEOPLE TO MAKE MORAL AND ETHICAL CHOICES OVER THE COURSE OF THEIR LIFETIMES | $5,000 |
| CLEAN AIR TASK FORCE | |||||||
| 114 STATE STREET 6TH FL | BOSTON | MA | 02109 | N/A | PC | TO HELP SAFEGUARD AGAINST THE WORST IMPACTS OF CLIMATE CHANGE | $30,000 |
| COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH HAVEN LN | DALLAS | TX | 75225 | N/A | PC | TO SUPPORT OUR DIVERSE DONORS AND GRANTEES BY PROVIDING EXEMPLARY SERVICE AND BY DEMONSTRATING ACCOUNTABILITY | $185,000 |
| COTES DU COUER | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PC | TO FUNDRAISE FOR THE AMERICAN HEART'S ASSOCIATION MISSION THAT TRANSFORMS AND SAVES LIVES | $2,500 |
| CRYSTAL CHARITY BALL | |||||||
| 3838 OAK LAWN AVENUE | DALLAS | TX | 75219 | N/A | PC | TO AID, SUPPORT, AND MAKE CONTRIBUTIONS AND DONATIONS TO CHARITABLE, RELIGIOUS, OR EDUCATIONAL AGENCIES AND ORGANIZATIONS | $1,600 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FL | NEW YORK | NY | 10006 | N/A | PC | TO PROVIDE IMPARTIAL MEDICAL RELIEF TO THE VICTIMS OF WAR, DISEASE, AND NATURAL OR MAN-MADE DISASTER | $5,000 |
| FUQUA SCHOOL OF BUSINESS | |||||||
| 100 FUQUA DRIVE | DURHAM | NC | 27708 | N/A | PC | TO EDUCATE ABOUT HOW BUSINESS HAS THE POWER TO TRANSFORM LIVES AND CREATE PURPOSE | $500 |
| GRACE POINT FAMILY CHURCH | |||||||
| 2412 LEONARD AVE | ANNA | TX | 75409 | N/A | PC | TO SEE GODS KINGDOM ADVANCED AND TO SPREAD GODS GRACE AND MERCY | $1,000 |
| JOHN AUSTIN CHELEY FOUNDATION | |||||||
| 1420 N OGDEN ST 102 | DENVER | CO | 80218 | N/A | PC | TO PROVIDE "CAMPERSHIPS" (SCHOLARSHIPS TO ATTEND SUMMER CAMPS) TO UNDER-REPRESENTED YOUTH | $5,000 |
| KERA | |||||||
| 3000 HARRY HINES BOULEVARD | DALLAS | TX | 75201 | N/A | PC | TO SERVE NORTH TEXANS THROUGH PUBLIC TELEVISION, RADIO AND MULTIMEDIA RESOURCES | $1,000 |
| LA POSADA PROVIDENCIA | |||||||
| 30094 MARYDALE RD | SAN BENITO | TX | 78586 | N/A | PC | TO MINISTER TO PEOPLE IN CRISIS FROM AROUND THE WORLD, WHO ARE SEEKING LEGAL REFUGE IN THIS COUNTRY | $1,000 |
| LITERACY ACHIEVES | |||||||
| 1018 GALLAGHER STREET | DALLAS | TX | 75212 | N/A | PC | TO EQUIP NON-ENGLISH SPEAKING ADULTS AND THEIR YOUNG CHILDREN WITH ENGLISH LITERACY | $30,000 |
| MINISTRY OF HOPE | |||||||
| PO BOX 1462 | BLACK MOUNTAIN | NC | 28711 | N/A | PC | TO EMPOWER FAMILIES AND COMMUNITIES IN MALAWI, AFRICA TO CREATE A CONDUCIVE ENVIRONMENT FOR CHILDREN'S SURVIVAL, PROTECTION AND DEVELOPMENT | $2,500 |
| U KIRK SMU | |||||||
| 3308 DANIEL AVE | DALLAS | TX | 75205 | N/A | PC | TO FOLLOW GOD BY WRESTLING WITH HOLY SCRIPTURE, GATHERING WEEKLY | $2,500 |
| UNDERMAIN THEATRE | |||||||
| PO BOX 140193 | DALLAS | TX | 75214 | N/A | PC | TO INSPIRE, EDUCATE AND CHALLENGE AUDIENCES AND ARTISTS THROUGH ITS PRODUCTION OF INNOVATIVE THEATER | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $290,850 | 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 | $890 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,036 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,584 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $268,510 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $268,510 | 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 | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS HIGH YIELD FUND CLASS P | AT COST | $546,060 | $484,589 |
| GS SMALL CAP EQUITY INSIGHTS FUND CLASS P | AT COST | $333,953 | $367,245 |
| GS REAL ESTATE SECURITIES FUND CLASS P | AT COST | $252,693 | $169,897 |
| GS GLOBAL REAL ESTATE SECURITIES FUND CLASS P | AT COST | $165,506 | $117,343 |
| GS EMERGING MARKETS EQUITY FUND CLASS P | AT COST | $119,091 | $156,446 |
| INVESCO NON-US EQUITY | AT COST | $355,823 | $410,218 |
| DELAWARE NON-US EQUITY | AT COST | $493,949 | $454,461 |
| ROTHSCHILD LARGE CAP VALUE | AT COST | $882,352 | $1,215,073 |
| COLUMBIA LARGE CAP GROWTH | AT COST | $645,630 | $765,295 |
| GS CORE FIXED INCOME FUND CLASS P | AT COST | $1,040,852 | $905,714 |
| SMALL CAP VALUE INDEX ADMIRAL CL | AT COST | $57,062 | $109,046 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER FEES | $1,641 | $1,641 | $0 |
| INVESTMENT MANAGEMENT FEES | $38,483 | $38,483 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,722 | $1,722 | $0 |
| SECTION 4940 EXCISE TAX | $8,400 | $0 | $0 |
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