DORSET FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DORSET FOUNDATION INC (EIN 75-6013384)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349105352
- 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
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T13:21:35-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751964770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAMI LINDSEY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N CROCKETT STREET SUITE 100 | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75090 | 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 | 756013384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSET FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | ATTN MARTY SANDERSON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORS | BusinessNameControlTxt |
| Phone | 9038922887 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2309 TURTLE CREEK | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA Q SANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9038215965 | 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 | MARTHA | PersonFirstNm |
| Person Last | SANDERSON | 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 | DAROLD P CHIP ADAMI JR | PreparerPersonNm |
| PTIN | P01285116 | PTIN |
| Phone | 9038922727 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,245,878 | 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 | $658 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $658 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $199,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $199,710 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,811 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $175,487 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,811 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,129 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,129 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $237,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $237,308 | 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 | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,916 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,916 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,916 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $289 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $289 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $289 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,655 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $375,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $375,655 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$138,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,653 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,618 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,871,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,731,764 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,201,260 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,915,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,776,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,245,878 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,915,402 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,776,382 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,915,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,776,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,915,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,776,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,915,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$138,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,777,055 | SubtotalAmt |
| Other Decreases | $673 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,776,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WF INTL PAPER CO | P | $48,493 | $59,935 | -$11,442 | -$11,442 |
| WF WARNER BROS | P | $25,625 | $74,990 | -$49,365 | -$49,365 |
| WF DEERE & CO | P | $100,352 | $4,751 | $95,601 | $95,601 |
| CAPITAL GAINS DIVIDENDS | P | $1,017 | $1,017 | $1,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,811 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,664 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,664 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,664 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,900 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,900 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,236 | OverpaymentAmt |
| Applied To ES Tax | $1,236 | 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 | MARTHA Q SANDERSON | IndividualWithBooksNm |
| Phone | 9038215965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2309 TURTLE CREEK | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75092 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| MARTHA Q SANDERSON | ||||||||
| 2309 TURTLE CREEK | SHERMAN | TX | 75092 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JUDGE JIM FALLON | ||||||||
| 1204 S CROCKETT | SHERMAN | TX | 75090 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KAY ELLEN KIRBY | ||||||||
| 1209 WESTERN HILLS DR | SHERMAN | TX | 75092 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JUDGE JIM FALLON | ||||||||
| 1204 S CROCKETT | SHERMAN | TX | 75090 | TREASURER | 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 | THIS FOUNDATION DOES NOT PROVIDE FUNDS FOR ANY DIRECT CHARITABLE ACTIVITY, BUT RATHER CONTRIBUTES TO EXEMPT CHARITABLE ORGANIZATIONS FOR THEIR USE IN FURTHERANCE OF THEIR EXEMPT PURPOSES. | 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 | $8,290,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,334,557 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,334,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,018 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,209,539 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $410,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $410,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,664 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,664 | TotalTaxAmt |
| Distributable Before Adj | $407,813 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $407,813 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $407,813 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $375,655 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $375,655 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $407,813 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $329,612 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $375,655 | QualifyingDistributionsAmt |
| Applied To Year1 | $329,612 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,043 | 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 | $0 | Taxable2Amt |
| Undistributed Income CY | $361,770 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTHA Q SANDERSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2309 TURTLE CREEK | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9038215965 | RecipientPhoneNum |
| Form And Info And Materials | LETTERS DESCRIBING THE ORGANIZATION AND NATURE OF THE REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN COLLEGE | |||||||
| 900 N GRAND | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| BOYS AND GIRLS CLUB | |||||||
| 1500 N LUCKETT | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $20,000 |
| CALLIE CLINIC | |||||||
| 1521 BAKER RD | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| CASA OF GRAYSON COUNTY INC | |||||||
| 1411 W HOUSTON | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $20,000 |
| CHILD AND FAMILY GUIDANCE CENTER | |||||||
| 804 E PECAN GROVE RD | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $20,000 |
| CHILDRENS ADVOCACY CENTER | |||||||
| 910 COTTONWOOD | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| CRISIS CENTER | |||||||
| P O BOX 2112 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $20,000 |
| DIVINE EQUINE THERAPEUTIC RIDING CTR | |||||||
| 2822 LUELLA RD | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| FAMILY PROMISE OF GRAYSON CO | |||||||
| P O BOX 220 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| FOUR RIVERS OUTREACH | |||||||
| 210 S RUSK ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| GRAND CENTRAL STATION | |||||||
| P O BOX 3173 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $20,000 |
| GRAYSON COUNTY CHILD WELFARE | |||||||
| 100 W HOUSTON | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| GRAYSON COUNTY COLLEGE | |||||||
| 6101 GRAYSON DR | DENISON | TX | 75020 | NONE | PUBLIC | TO FUND FUTURE SCHOLARSHIPS | $10,000 |
| HOME HOSPICE | |||||||
| 505 W CENTER ST | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| HOUSE OF ELI | |||||||
| 123 RICKETTS | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| MASTERKEY MINISTRIES | |||||||
| 209 S FM 1417 | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| NORTH TX YOUTH CONNECTION | |||||||
| P O BOX 1625 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $6,000 |
| PAYNE CHAPEL | |||||||
| P O BOX 2731 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| REHABILITATION CENTER | |||||||
| 1216 HILLCREST | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| SHARE TAKE IT TO THE STREETS | |||||||
| 1489 CALF CREEK | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $3,000 |
| SHERMAN EDUCATION FUND | |||||||
| P O BOX 1176 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $7,500 |
| SHERMAN MUSEUM | |||||||
| 301 S WALNUT | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $8,000 |
| SHERMAN SYMPHONY ORCHESTRA | |||||||
| P O BOX 651 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| TEXOMA BEHAVIORAL HEALTH | |||||||
| 2027 TEXOMA PKWY | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| TEXOMA COMMUNITY CTR (MHMR) | |||||||
| 315 W MCLAIN | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| THEATRICKS | |||||||
| 313 W MULBERRY | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| WARM FUZZIES | |||||||
| 804 E PECAN GROVE RD | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $500 |
| WOMEN ROCK | |||||||
| 225 E HOUSTON | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| TEXOMA FAMILY SHELTER | |||||||
| 331 W MORTON ST | DENISON | TX | 75020 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| CENTRAL CHRISTIAN CHURCH | |||||||
| 401 S TRAVIS ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| SHERMAN NOON LIONS CLUB | |||||||
| P O BOX 864 | SHERMAN | TX | 75021 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| FRONTIER VILLAGE & MUSEUM | |||||||
| P O BOX 646 | DENISON | TX | 75021 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| SHARE MINISTRIES INC | |||||||
| P O BOX 3725 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $658 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $199,710 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,129 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,811 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $237,308 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $237,308 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE INCOME CONTRIBUTED IMPORTANTLY TO THE ACCOMPLISHMENT OF THE |
| 4 | EXEMPT PURPOSE BY MAINTAINING THE CORPUS OF THE FOUNDATION TO |
| 7 | FURTHER CHARITABLE GIVING BY THE FOUNDATION TO EXEMPT ORGANIZATIONS |
| 8 | IN NEED. |
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 | $1,450 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,731,764 | EOYBookValueAmt |
| EOYFMV | $8,201,260 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VERSUS 1099 COST DIFFERENCE | Desc |
| Amt | $673 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL AND GAS ROYALTIES | Desc |
| Revenue And Expenses Per Books | $1,129 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,129 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,129 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $43,916 | Amt |
| Net Investment Income | $43,916 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,916 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ROYALTY TAXES | $66 | $66 | $66 |
| AD VALOREM TAXES | $211 | $211 | $211 |
| ROYALTY OTHER TAXES | $12 | $12 | $12 |
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