BETA

TODD A WILLIAMS FAM FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TODD A WILLIAMS FAM FOUNDATION (EIN 55-0825689)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202343179349102144
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T13:35:23-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN750786316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEAVER AND TIDWELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12300 N FIELD ST STE 1000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN550825689EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TODD A WILLIAMS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTODDBusinessNameControlTxt
Phone2149510160PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13889 MAPLE AVENUE 350AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTODD A WILLIAMSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2149510160PhoneNum
Signature2023-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTODDPersonFirstNm
Person LastWILLIAMSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN W REEVESPreparerPersonNm
PTINP01248048PTIN
Phone9724901970PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$618,080FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$266,642ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,897DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,897DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$263,416GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$263,416GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$251,290NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$7,318NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$192,753GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$85,868CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,783OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,783OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$554,056TotalRevAndExpnssAmt
Total Net Invst Incm$365,964TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$7,751OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$7,751OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,680AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,340AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,340AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,568OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,568OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,854TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,854TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$19,309DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$250,960OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$190,327OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$61,885OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$533TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$533TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$54,276OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,285OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$45,991OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$359,931TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$212,520TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$129,354TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$113,619ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$113,619ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$473,550TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$212,520TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$242,973TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$80,506ExcessRevenueOverExpensesAmt
Net Investment Income$153,444NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$123,457CashBOYAmt
Cash EOY$216,855CashEOYAmt
Cash EOYFMV$216,855CashEOYFMVAmt
Acct Rcvbl BOY$42,780AcctRcvblBOYAmt
Corporate Stock BOY$262,019CorporateStockBOYAmt
Corporate Stock EOY$284,858CorporateStockEOYAmt
Corporate Stock EOYFMV$299,430CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$6,783OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,783OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$276,084LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$232,102LandBldgEquipAccumDeprecAmt
Land BOY$63,291LandBOYAmt
Land EOY$43,982LandEOYAmt
Land EOYFMV$43,982LandEOYFMVAmt
Other Assets BOY$51,823OtherAssetsBOYAmt
Other Assets EOY$51,030OtherAssetsEOYAmt
Other Assets EOYFMV$51,030OtherAssetsEOYFMVAmt
Total Assets BOY$543,370TotalAssetsBOYAmt
Total Assets EOY$603,508TotalAssetsEOYAmt
Total Assets EOYFMV$618,080TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,818AccountsPayableBOYAmt
Accounts Payable EOY$4,900AccountsPayableEOYAmt
Total Liabilities BOY$1,818TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,900TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$541,552CapitalStockBOYAmt
Capital Stock EOY$598,608CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$541,552TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$598,608TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$543,370TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$603,508TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$541,552TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$80,506ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$622,058SubtotalAmt
Other Decreases$23,450OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$598,608TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$170,042$91,280$78,762$78,762
CHCP VALUE FUND OFFSHORE$15,605-$15,605-$15,605P
CAPITAL GAINS DIVIDENDS$22,711$22,711$22,711P
FieldValueIRS element (for citing)
Capital Gain Net Income$85,868CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,133InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,133SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,133TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,875EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,875TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$742OverpaymentAmt
Applied To ES Tax$742AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARY LOUISE LUDTIndividualWithBooksNm
Phone2149510160PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13889 MAPLE AVENUE SUITE 350AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75219ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TODD A WILLIAMS
3889 MAPLE AVENUE SUITE 350DALLASTX75219PRESIDENT/TREASURER0.00$0$0$0
ABIGAIL WILLIAMS
3889 MAPLE AVENUE SUITE 350DALLASTX75219VP/SECRETARY0.00$0$0$0
SANDRA JO WILLIAMS
3889 MAPLE AVENUE SUITE 350DALLASTX75219VICE PRESIDENT0.00$0$0$0
KIRK RIMER
3889 MAPLE AVENUE SUITE 350DALLASTX75219DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$321,802AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$214,763AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$105,821FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$642,386TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$642,386AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,636CashDeemedCharitableAmt
Net Vl Noncharitable Assets$632,750NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,638MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,638MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,133TaxBasedOnInvestmentIncomeAmt
Total Tax$2,133TotalTaxAmt
Distributable Before Adj$29,505DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,505DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,505DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$242,973ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$242,973QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,505DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,317,020ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$970,382ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$808,005ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$573,776ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$403,030ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,072,213TotalExcessDistributionCyovAmt
Qualifying Distributions$242,973QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,505AppliedToCurrentYearAmt
Remaining Distri From Corpus$213,468RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,285,681TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,317,020ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,968,661ExcessDistriCyovToNextYrAmt
Excess From Year4$970,382ExcessFromYear4Amt
Excess From Year3$808,005ExcessFromYear3Amt
Excess From Year2$573,776ExcessFromYear2Amt
Excess From Year1$403,030ExcessFromYear1Amt
Excess From Current Year$213,468ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTODD A WILLIAMSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDEBORAH WILLIAMSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13889 MAPLE AVENUE SUITE 350AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75219ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2149510160RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE SUBMITTED USING THE FOUNDATION'S GRANT APPLICATION WHICH WILL BE PROVIDED TO AN INDIVIDUAL BY THE FOUNDATION. THE GRANT APPLICATION REQUESTS INFORMATION RELATING TO THE USE OF THE FUNDS AS WELL AS THE APPLICANT'S CURRENT EMPLOYMENT STATUS AND WHETHER GRANT REQUESTS HAVE BEEN MADE TO OTHER ORGANIZATIONS. ALONG WITH THE APPLICATION, THE APPLICANT SHOULD SUBMIT A COPY OF THEIR MOST RECENT FEDERAL TAX RETURN.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHE CRITERIA USED TO SELECT RECIPIENTS OF INDIVIDUAL GRANTS WILL BE BASED ON THE CIRCUMSTANCES SURROUNDING THE REQUEST, THE FINANCIAL CONDITION OF THE APPLICANT, THE PURPOSE FOR WHICH THE GRANT WILL BE USED, AND THE AVAILABLE RESOURCES OF THE FOUNDATION. GRANTS TO INDIVIDUALS WILL BE MADE ON AN OBJECTIVE, NON-DISCRIMINATORY BASIS WITHOUT REGARD TO RACE, COLOR, OR NATIONALITY OF THE POTENTIAL GRANTEE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFTER 8 TO EDUCATE
4212 E GRAND AVEDALLASTX75223NONEPCEDUCATION$1,000
COMMUNITIES FOUNDATION OF TEXAS
5500 CARUTH HAVEN LANEDALLASTX75225NONEPCHUMAN CAPITAL FUND$5,000
DALLAS SOCIAL VENTURE PARTNERS
511 NORTH AKARD STREET 511DALLASTX75201NONEPCEDUCATION$2,000
GOOD REASON HOUSTON
8 GREENWAY PLAZAHOUSTONTX77046NONEPCGENERAL SUPPORT$6,000
HONDURAS OUTREACH INTERNATIONAL
150 E PONCE DE LEON AVE 270DECATURGA30030NONEPCINTERNATIONAL ECONOMIC DEVELOPMENT$600
PUEDE NETWORK LUGGAGE DRIVE
2207 HARLANDALE AVEDALLASTX75216NONEPCYOUTH DEVELOPMENT$1,000
QUALITY OF LIFE FOUNDATION
500 N AKARD ST STE 2600DALLASTX75201NONEPCECONOMIC DEVELOPMENT$10,000
STARFISH
1600 VICEROY DRIVE SUITE 150DALLASTX75235NONEPCEDUCATION$11,488
TEXAS TRIBUNE
823 CONGRESS AVE STE 1400AUSTINTX78701NONEPCGENERAL SUPPORT$5,000
THE DALLAS FOUNDATION
3000 PEGASUS PARK DRIVE STE 930DALLASTX75247NONEPCCOMMUNITY ASSISTANCE$1,031
UNITED TO LEARN
5310 HARVEST HILL RD STE 190DALLASTX75230NONEPCEDUCATION$5,000
UPLIFT EDUCATION
606 EAST ROYAL LANEIRVINGTX75039NONEPCEDUCATION$5,000
CITY LAB HIGH SCHOOL FOUNDATION
PO BOX 132189DALLASTX75313NONEPCEDUCATION$2,500
ST PHILIPS SCHOOL AND COMMUNITY CENTER FOUNDATION
1600 PENNSYLVANIA AVEDALLASTX75215NONEPCEDUCATION$7,500
EDWARD TITCHE ELEMENTARY SCHOOL
9560 HIGHFIELD DRDALLASTX75227NONEPCEDUCATION$1,000
TRINITY UNIVERSITY
ONE TRINITY PLACE BOX 49SAN ANTONIOTX78212NONEPCEDUCATION$25,000
US CAPITOL HISTORICAL SOCIETY
200 MARYLAND AVE NE SUITE 400WASHINGTONDC20002NONEPCGENERAL SUPPORT$2,000
I AM A GOLFER FOUNDATION
PO BOX 196149DALLASTX75219NONEPCGENERAL SUPPORT$10,000
NORTH DALLAS CHAMBER OF COMMERCE
7621 BURNS RUNDALLASTX75248NONEPCGENERAL SUPPORT$4,000
COMBINED ARMS
2929 MCKINNEYHOUSTONTX77003NONEPCGENERAL SUPPORT$5,000
ALL STARS PROJECT INC
543 WEST 42ND STNEW YORKNY10036NONEPCYOUTH DEVELOPMENT$2,000
SHARE OUR STRENGTH
1030 15TH ST NW STE 1100 WWASHINGTONDC20005NONEPCNO KID HUNGRY$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$113,619TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,897ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$251,290ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,783ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,318ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$275,288ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$275,288TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
TODD A WILLIAMS
15119 SENECA DRIVEDALLASTX75209$169,830Yes (X)
TODD A WILLIAMS
25119 SENECA DRIVEDALLASTX75209$96,812Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property500 SHARES OF GOLDMAN SACHS GROP INCNoncashPropertyDesc
Fair Market Value$169,830FairMarketValueAmt
Received2022-03-29ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL SERVICES - ACCOUNTINGCategoryTxt
Amt$22,680Amt
Net Investment Income$11,340NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,340DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (12 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
APPLE COMPUTER2008-06-06$3,408$3,408200DB5.000000000000$0$0
ICE MACHINE2011-01-19$2,300$2,300SL7.000000000000$0$0
TELEVISION & SOUND EQUIP2011-02-24$752$752SL7.000000000000$0$0
APPLE COMPUTER2012-02-07$1,949$1,949200DB5.000000000000$0$0
PHONES2012-03-06$2,595$2,595200DB5.000000000000$0$0
CABLING2015-09-23$5,572$4,975SL7.000000000000$597$0
FURNITURE2015-03-24$16,671$16,078SL7.000000000000$593$0
FURNITURE2015-04-30$84,555$80,527SL7.000000000000$4,028$0
FURNITURE2015-09-23$77,048$68,794SL7.000000000000$8,254$0
LEASEHOLD IMPROVEMENTS - OLD PARKLAND UNIT G2016-03-11$75,710$29,441SL15.000000000000$5,047$0
FURNITURE2019-06-14$2,762$1,020SL7.000000000000$395$0
FURNITURE2019-08-01$2,762$954SL7.000000000000$395$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PERSHING #3718$282,501$294,390
PERSHING #6125$2,357$5,040

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEDY MANAGEMENT HOLDINGS LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$6,783BookValueAmt
EOYFMV$6,783EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (12 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
APPLE COMPUTER$3,408$3,408$0
ICE MACHINE$2,300$2,300$0
TELEVISION & SOUND EQUIP$752$752$0
APPLE COMPUTER$1,949$1,949$0
PHONES$2,595$2,595$0
CABLING$5,572$5,572$0
FURNITURE$16,671$16,671$0
FURNITURE$84,555$84,555$0
FURNITURE$77,048$77,048$0
LEASEHOLD IMPROVEMENTS - OLD PARKLAND UNIT G$75,710$34,488$41,222
FURNITURE$2,762$1,415$1,347
FURNITURE$2,762$1,349$1,413

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE$1,823$1,030$1,030
ARTWORK$50,000$50,000$50,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$23,450Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$5,637$0$5,637
UTILITIES$14,192$7,096$7,096
AWARDS TO STUDENTS$15,123$0$15,123
CONTRACT LABOR$11,000$0$11,000
INSURANCE$2,377$1,189$1,188
FOUNDATION EVENTS$5,947$0$5,947

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescEDY MANAGEMENT HOLDINGS - OTHER INCOMEDesc
Revenue And Expenses Per Books$6,783RevenueAndExpensesPerBooksAmt
Net Investment Income$6,783NetInvestmentIncomeAmt
Adjusted Net Income$6,783AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$2,568Amt
Net Investment Income$2,568NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAX EXPENSECategoryTxt
Amt$1,854Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,854DisbursementsCharitablePrpsAmt

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