HILLCREST FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HILLCREST FOUNDATION (EIN 75-6007565)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-03-03
- IRS object ID
- 202200629349101015
- Schema version
- 2020v4.2
- 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
- Compensation Explanation
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-03T17:05:37-06:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756007565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLCREST FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BANK OF AMERICA NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 831041 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752831041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NINA BEHAN BANK OF AMERICA NA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2022-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NINA | PersonFirstNm |
| Person Last | BEHAN BANK OF AMERIC | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKE | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $189,048,886 | 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 |
| Dividends Rev And Expnss | $2,690,048 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,673,081 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,249,666 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,075,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,249,666 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $325,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,264,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,922,747 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $557,760 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $334,656 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $223,104 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,704 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,704 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $278,704 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $243,704 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $130,804 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60,804 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $499,147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,994 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $442,153 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,505,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $708,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $727,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,365,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,365,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,870,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $708,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,092,861 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,393,845 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,214,739 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,274,127 | CashBOYAmt |
| Cash EOY | $4,178,621 | CashEOYAmt |
| Cash EOYFMV | $4,178,621 | CashEOYFMVAmt |
| Other Investments BOY | $121,846,040 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $127,555,362 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $184,870,265 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $127,120,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,733,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $189,048,886 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $126,620,167 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $131,233,983 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $500,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $500,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $127,120,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $131,733,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $127,120,167 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $131,733,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $127,120,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,393,845 | ExcessRevenueOverExpensesAmt |
| Other Increases | $219,971 | OtherIncreasesAmt |
| Subtotal | $131,733,983 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $131,733,983 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN/LOSS | P | $65,943,897 | $55,269,909 | $10,673,988 | $10,673,988 |
| CAPITAL GAINS DIVIDENDS | P | $130,178 | $130,178 | $130,178 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND | P | $547,496 | -$547,496 | -$547,496 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND | P | $1,436 | $1,436 | $1,436 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND | P | $8,440 | -$8,440 | -$8,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,249,666 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $169,785 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $169,785 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $169,785 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $97,979 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $172,979 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $564 | EsPenaltyAmt |
| Overpayment | $2,630 | OverpaymentAmt |
| Applied To ES Tax | $2,630 | 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 | FIDUCIARY TAX SERVICES | IndividualWithBooksNm |
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MAIN ST 9TH FLOOR | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752023735 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | ||||||||
| PO BOX 831041 | DALLAS | TX | 75283 | CORP-TRUSTEE | 1.00 | $557,760 | $0 | $0 |
| WW CARUTH III | ||||||||
| PO BOX 831041 | DALLAS | TX | 75283 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| D HAROLD BYRD III | ||||||||
| PO BOX 831041 | DALLAS | TX | 75283 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| SANDRA ESTESS | ||||||||
| PO BOX 831041 | DALLAS | TX | 75283 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALAN J PERKINS | ||||||||
| PO BOX 831041 | DALLAS | TX | 75283 | CO-TRUSTEE | 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 | $163,256,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,007,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,521,010 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $172,785,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $172,785,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,591,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,193,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,509,665 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,509,665 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $169,785 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $169,785 | TotalTaxAmt |
| Distributable Before Adj | $8,339,880 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $325,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,664,880 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,664,880 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,092,861 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,092,861 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,092,861 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,664,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,253,682 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,092,861 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,253,682 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $839,179 | 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 | $7,825,701 | 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 | BANK OF AMERICA PHILANTHROPIC SOLUT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MAIN ST 16TH FLOOR | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2142092396 | RecipientPhoneNum |
| Recipient Email Address | TX.PHILANTHROPIC@BANKOFAMERICA.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLY ONLINE AT WWW.BANKOFAMERICA.COM/PHILANTHROPIC/SEARCH-FOR-GRANTS. REQUIRED INFORMATION INCLUDES STATING HISTORY AND GENERAL PURPOSE OF ORGANIZATION WITH A COPY OF INTERNAL REVENUE SERVICE EXEMPTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 28, JULY 31, AND NOVEMBER 30. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE LOCATED IN THE STATE OF TEXAS AND THE PURPOSE OF THE GRANT MUST BE FOR RELIEF OF POVERTY OR FURTHERANCE OF EDUCATION OR HEALTH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A CHRISTIAN FOOD PANTRY | |||||||
| 1116 DOBIE DRIVE | PLANO | TX | 75074 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| ASSISTANCE LEAGUE OF GREATER COLLIN COUNTY | |||||||
| 2011 W SPRING CREEK PARKWAY SUITE | PLANO | TX | 75023 | PC | OPERATION SCHOOL BELL | $10,000 | 1500 |
| BACHMAN LAKE TOGETHER | |||||||
| 9507 OVERLAKE DR | DALLAS | TX | 752205925 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| BEHIND EVERY DOOR MINISTRIES INC | |||||||
| 2824 SWISS AVENUE | DALLAS | TX | 75204 | PC | CEDAR CREST COMMUNITY CENTER | $150,000 | |
| BRIDGE STEPS | |||||||
| 1818 CORSICANA ST | DALLAS | TX | 75201 | PC | THE BRIDGE - HOMELESS RECOVERY SERVICES | $40,000 | |
| BRIDGES TO LIFE (BTL) | |||||||
| PO BOX 570895 | HOUSTON | TX | 772570895 | PC | GENERAL OPERATIONS SUPPORT FOR DALLAS COUNTY PRISONS AND ALTERNATIVE FACILITIES | $15,000 | |
| BRIGHTER TOMORROWS INC | |||||||
| 928 BLUEBIRD DR | IRVING | TX | 75061 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| BROTHER BILL'S HELPING HAND | |||||||
| 3906 N WESTMORELAND DRIVE | DALLAS | TX | 75212 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| CAFE MOMENTUM | |||||||
| 1510 PACIFIC AVENUE | DALLAS | TX | 75201 | PC | REPAIRS TO CAFE MOMENTUM FACILITIES | $30,000 | |
| CARTER BLOODCARE | |||||||
| 2205 HIGHWAY 121 | BEDFORD | TX | 760215950 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| CATHOLIC CHARITIES OF DALLAS INC | |||||||
| 1421 W MOCKINGBIRD LANE | DALLAS | TX | 75247 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| CHILD PROTECTION CONNECTION | |||||||
| 3131 TURTLE CREEK BLVD 1018 | DALLAS | TX | 75219 | PC | TEXAS LAWYERS FOR CHILDREN - MOBILE-FRIENDLY ONLINE CENTER | $25,000 | |
| CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||
| 2777 STEMMONS FREEWAY SUITE 1700 | DALLAS | TX | 75207 | PC | CHILDREN'S MEDICAL CENTER DALLAS EMERGENCY ROOM RENOVATION, CONSTRUCTION, AND MODERNIZATION PROJECT | $500,000 | |
| CHRISTIAN COMMUNITY ACTION | |||||||
| 200 S MILL ST | LEWISVILLE | TX | 750573944 | PC | TECHNOLOGY UPGRADES - INCLUDING PHONE SYSTEM REPAIRS AND THE PURCHASE OF LAPTOPS FOR REMOTE WORK | $15,000 | |
| CITY HOUSE | |||||||
| 830 CENTRAL PARKWAY SUITE 350 | PLANO | TX | 75074 | PC | CAPITAL IMPROVEMENTS FOR EMERGENCY SHELTER FOR HOMELESS CHILDREN | $35,000 | |
| CITYSQUARE | |||||||
| PO BOX 141345 | DALLAS | TX | 752141345 | PC | REVITALIZE: THE FUTURE IS HERE! CAPITAL CAMPAIGN | $100,000 | |
| CITYSQUARE | |||||||
| PO BOX 141345 | DALLAS | TX | 752141345 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| COMMUNITY PARTNERS OF DALLAS | |||||||
| 7950 ELMBROOK DR | DALLAS | TX | 75247 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| COMMUNITY PARTNERS OF DALLAS | |||||||
| 7950 ELMBROOK DR | DALLAS | TX | 75247 | PC | RAINBOW ROOM PROGRAM | $35,000 | |
| CROSSROADS COMMUNITY SERVICES INC | |||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| DALLAS 24 HOUR CLUB INC | |||||||
| 4636 ROSS AVENUE | DALLAS | TX | 75204 | PC | "NEXT STEP" AFFORDABLE SOBER LIVING APARTMENT COMPLEX | $50,000 | |
| DALLAS ACADEMY | |||||||
| 950 TIFFANY WAY | DALLAS | TX | 75218 | PC | SECURITY FENCE TO PROTECT STUDENTS WITH LEARNING DISABILITIES, FAMILIES, AND EDUCATORS | $50,000 | |
| DALLAS AFTERSCHOOL NETWORK | |||||||
| 3900 WILLOW ST 110 | DALLAS | TX | 75226 | PC | AFTERSCHOOL PROGRAM QUALITY INITIATIVE (PQI) | $25,000 | |
| DALLAS BETHLEHEM CENTER INC | |||||||
| 4410 LELAND AVENUE | DALLAS | TX | 75215 | PC | EXPANDING OUR CAPACITY TO SERVE FAIR PARK FAMILIES THROUGH THE ONSITE INSTALLATION OF TWO MODULAR CLASSROOMS | $50,000 | |
| DALLAS CHILDREN'S ADVOCACY CENTER | |||||||
| 5351 SAMUEL BLVD | DALLAS | TX | 75228 | PC | DCAC EVIDENCE-BASED CORE PROGRAMS | $150,000 | |
| DALLAS CHILDREN'S THEATER INC | |||||||
| 5938 SKILLMAN ST | DALLAS | TX | 752317608 | PC | THEATRICAL PRODUCTION EQUIPMENT UPGRADE FOR INCREASED SAFETY, EFFICIENCY, AND ACCESSIBILITY. | $45,000 | |
| DALLAS COMMUNITY LIGHTHOUSE | |||||||
| 8515 GREENVILLE AVE STE N214 | DALLAS | TX | 75243 | PC | HUNGER RELIEF DURING COVID | $10,000 | |
| DALLAS COUNTY HERITAGE SOCIETY DBA DALLAS HERITAGE VILLAGE | |||||||
| 1515 S HARWOOD ST | DALLAS | TX | 75215 | PC | CAPITAL SUPPORT TO FINISH REPAIRS AND RESTORATION OF THE HISTORIC SULLIVAN HOUSE AT DALLAS HERITAGE VILLAGE. | $50,000 | |
| DALLAS COUNTY HISTORICAL FOUNDATION | |||||||
| 411 ELM STREET | DALLAS | TX | 75202 | PC | DIGITAL ENGAGEMENT STRATEGY FOR THE 21ST CENTURY AND BEYOND | $75,000 | |
| DALLAS FIREFIGHTERS MUSEUM INCORPORATED | |||||||
| 3801 PARRY AVE | DALLAS | TX | 75226 | PC | 911 SIMULATOR EXHIBIT | $100,000 | |
| DALLAS FOUNDATION - FRIENDS OF PL PREP | |||||||
| 3963 MAPLE AVE SUITE 390 | DALLAS | TX | 75219 | PC | BUZZ HUB@ PL PREP | $50,000 | |
| DALLAS HISTORICAL SOCIETY HALL OF STATE FAIR PARK | |||||||
| 3939 GRAND AVENUE | DALLAS | TX | 75210 | PC | BATTLE OF THE ALAMO DIORAMA AND EXHIBIT | $50,000 | |
| DALLAS INTERNATIONAL UNIVERSITY | |||||||
| 7500 WEST CAMP WISDOM ROAD | DALLAS | TX | 75236 | PC | INFRASTRUCTURE FOR CONTINUED GROWTH | $75,000 | |
| DALLAS LEADERSHIP FOUNDATION | |||||||
| 3101 GREENWOOD STREET | DALLAS | TX | 75204 | PC | COVID-19 EMERGENCY RESPONSE RELIEF PROGRAM | $35,000 | |
| DALLAS MISSION FOR LIFE INC DBA DALLAS LIFE | |||||||
| P O BOX 130116 | DALLAS | TX | 75313 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| DALLAS MISSION FOR LIFE INC DBA DALLAS LIFE | |||||||
| P O BOX 130116 | DALLAS | TX | 75313 | PC | LOBBY RENOVATION | $50,000 | |
| DALLAS SYMPHONY ASSOCIATION INC | |||||||
| 2301 FLORA STREET | DALLAS | TX | 752012413 | PC | SOUTHERN DALLAS RESIDENCY | $100,000 | |
| EDUCATION OPENS DOORS | |||||||
| 2804 SWISS AVENUE | DALLAS | TX | 75204 | PC | EDUCATION OPENS DOORS PROGRAM EXPANDING OPPORTUNITY FOR LOW-INCOME STUDENTS IN DALLAS | $20,000 | |
| EDUCATIONAL OPPORTUNITIES INC | |||||||
| 3419 WESTMINSTER SUITE 218 | DALLAS | TX | 75205 | PC | EDUCATIONAL OPPORTUNITIES, INC. SCHOLARSHIPS | $60,000 | |
| EMILY'S PLACE | |||||||
| PO BOX 860911 | PLANO | TX | 75074 | PC | PROGRAM & RESOURCE CENTER | $40,000 | |
| ENCORE PARK DALLAS | |||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | PC | INTERIOR RENOVATION OF 508 PARK AVENUE BUILDING | $125,000 | |
| EXODUS MINISTRIES INC | |||||||
| 4630 MUNGER AVENUE 110 | DALLAS | TX | 75204 | PC | RENOVATION OF TRANSITIONAL LIVING FACILITY | $25,000 | |
| FAIRHILL SCHOOL | |||||||
| 16150 PRESTON ROAD | DALLAS | TX | 75248 | PC | PURCHASE LAPTOP FOR LEARNING MANAGEMENT PROGRAM | $25,000 | |
| FAMILY COMPASS | |||||||
| 4210 JUNIUS STREET | DALLAS | TX | 75246 | PC | CAPITAL UPGRADES TO ENSURE REMOTE SERVICE DELIVERY | $25,000 | |
| FAMILY PLACE INC | |||||||
| PO BOX 7999 | DALLAS | TX | 75209 | PC | SAFE CAMPUS EMERGENCY SHELTER WINDOW REPLACEMENTS | $50,000 | |
| FOR THE NATIONS REFUGEE OUTREACH | |||||||
| 414 S PURDUE DRIVE | GARLAND | TX | 75042 | PC | SECOND FLOOR COMPLETION | $40,000 | |
| FRIENDS OF SOLAR PREP | |||||||
| 3963 MAPLE AVENUE SUITE 300 | DALLAS | TX | 75219 | PC | SOLAR PREP FOR BOYS MAKERSPACE | $15,000 | |
| FRISCO FAMILY SERVICES CENTER | |||||||
| PO BOX 1387 | FRISCO | TX | 75034 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| GIRL SCOUTS OF NORTHEAST TEXAS | |||||||
| 6001 SUMMERSIDE DRIVE | DALLAS | TX | 75252 | PC | MAKEHER SPACE AT THE STEM CENTER OF EXCELLENCE | $75,000 | |
| GIRLS INCORPORATED OF METROPOLITAN DALLAS | |||||||
| 2040 EMPIRE CENTRAL | DALLAS | TX | 75235 | PC | CRITICAL REPAIR, MAINTENANCE AND SECURITY UPGRADES, GIRLS INC. FACILITIES | $75,000 | |
| GRAND PRAIRIE UNITED CHARITIES INC | |||||||
| 1417 DENSMAN | GRAND PRAIRIE | TX | 750512378 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| GRANT HALLIBURTON FOUNDATION INC | |||||||
| 6390 LBJ FREEWAY SUITE 100 | DALLAS | TX | 75240 | PC | MENTAL HEALTH EDUCATION AND SUICIDE PREVENTION FOR CHILDREN AND YOUTH | $15,000 | |
| HAPPY HILL FARM ACADEMY | |||||||
| 3846 N HIGHWAY 144 | GRANBURY | TX | 76048 | PC | IN HONOR OF THE LIFE OF D. HAROLD BYRD, JR. | $100,000 | |
| HARMONY COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 6969 PASTOR BAILEY DR SUITE 110 | DALLAS | TX | 75376 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| HEAD START OF GREATER DALLAS INC | |||||||
| 3954 GANNON LANE | DALLAS | TX | 75237 | PC | EARLY HEAD START TECHNOLOGY SUPPORT | $150,000 | |
| HELPING HANDS OF ENNIS | |||||||
| PO BOX 472 | ENNIS | TX | 751200472 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| HOPE SUPPLY CO | |||||||
| 10480 SHADY TRAIL SUITE 104 | DALLAS | TX | 75220 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| HOPE SUPPLY CO | |||||||
| 10480 SHADY TRAIL SUITE 104 | DALLAS | TX | 75220 | PC | CRITICAL NEEDS PROGRAM FOR HOMELESS AND AT- RISK INFANTS AND TODDLERS | $30,000 | |
| HOPE'S DOOR NEW BEGINNING CENTER | |||||||
| 860 F AVE STE 100 | PLANO | TX | 75074 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| HUMAN RIGHTS INITIATIVE OF NORTH TEXAS INC | |||||||
| 2801 SWISS AVE | DALLAS | TX | 75204 | PC | URGENT TECHNOLOGY UPDATES: BUILDING REMOTE AND COLLABORATIVE CAPACITY | $20,000 | |
| IRVING CARES INC | |||||||
| PO BOX 177425 | IRVING | TX | 750177425 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| JEWISH COMMUNITY CENTER OF DALLAS | |||||||
| 7900 NORTHAVEN RD | DALLAS | TX | 75230 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| JEWISH COMMUNITY CENTER OF DALLAS | |||||||
| 7900 NORTHAVEN RD | DALLAS | TX | 75230 | PC | PRESCHOOL AND SUMMER CAMP SECURITY IMPROVEMENTS | $140,000 | |
| JEWISH FAMILY SERVICE OF DALLAS INCORPORATED | |||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| JUBILEE PARK & COMMUNITY CENTER CORPORATION | |||||||
| 917 BANK STREET | DALLAS | TX | 75223 | PC | JUBILEE CLINIC: EQUITABLE ACCESS TO HEALTH CARE | $300,000 | |
| JUNIOR LEAGUE OF DALLAS | |||||||
| 8003 INWOOD ROAD | DALLAS | TX | 75209 | PC | GRANTS FOR INNOVATIVE TEACHING | $25,000 | |
| KIDS BRING LIFE INC | |||||||
| 2201 MAIN ST SUITE 501 | DALLAS | TX | 75115 | PC | KIDS BRING LIFE: KITCHEN AND EQUIPMENT PURCHASE | $40,000 | |
| MANE GAIT | |||||||
| 4261 E UNIVERSITY DR 30-253 | PROSPER | TX | 75078 | PC | ACCESSIBILITY LIFTS FOR MANEGAIT RIDERS | $15,000 | |
| MEALS ON WHEELS COLLIN COUNTY | |||||||
| 600 N TENNESSEE STREET | MCKINNEY | TX | 75069 | PC | SENIOR NUTRITION PROGRAM | $25,000 | |
| METRO DALLAS HOMELESS ALLIANCE | |||||||
| 2816 SWISS AVE | DALLAS | TX | 75204 | PC | MDHA FLEX FUND | $20,000 | |
| METROCARE SERVICES | |||||||
| 1345 RIVER BEND DRIVE SUITE 200 | DALLAS | TX | 75247 | PC | METROCARE BEHAVIORAL HEALTH INNOVATION CENTER CAPITAL CAMPAIGN | $500,000 | |
| METROCREST SERVICES INC | |||||||
| 13801 HUTTON DR STE 150 | FARMERS BRANCH | TX | 752349040 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| METROCREST SERVICES INC | |||||||
| 13801 HUTTON DR STE 150 | FARMERS BRANCH | TX | 752349040 | PC | TECHNOLOGY UPGRADES AND EXPANSION PROJECT | $40,000 | |
| MINNIES FOOD PANTRY INC | |||||||
| 671 18TH STREET | PLANO | TX | 75074 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| MOMENTOUS INSTITUTE INC | |||||||
| 106 EAST 10TH STREET | DALLAS | TX | 75203 | PC | OUTDOOR LEARNING AND RECREATION AREA FOR MOMENTOUS SCHOOL | $50,000 | |
| MOSAIC FAMILY SERVICES INC | |||||||
| 12225 GREENVILLE AVENUE SUITE 800 | DALLAS | TX | 75243 | PC | MOSAIC HOUSE SHELTER | $30,000 | |
| MOSAIC FAMILY SERVICES INC | |||||||
| 12225 GREENVILLE AVENUE SUITE 800 | DALLAS | TX | 75243 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED | |||||||
| 16910 DALLAS PARKWAY SUITE 104 | DALLAS | TX | 75248 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| NETWORK OF COMMUNITY MINISTRIES INC | |||||||
| 741 S SHERMAN STREET | RICHARDSON | TX | 75081 | PC | BUILDING FOR OUR NEIGHBORS: A CAPITAL CAMPAIGN FOR NETWORK'S NEW HOME | $150,000 | |
| NEXUS RECOVERY CENTER INCORPORATED | |||||||
| 8733 LA PRADA DRIVE | DALLAS | TX | 75228 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| NEXUS RECOVERY CENTER INCORPORATED | |||||||
| 8733 LA PRADA DRIVE | DALLAS | TX | 75228 | PC | SUSTAINABILITY AND INFRASTRUCTURE IMPROVEMENTS FOR OUR 50TH ANNIVERSARY - UPGRADE LIVING SPACES, SECURITY AND ADMISSION BOXES | $100,000 | |
| NORTH DALLAS SHARED MINISTRIES INC | |||||||
| 2875 MERRELL ROAD | DALLAS | TX | 75229 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LN | PLANO | TX | 75075 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $20,000 | |
| OUR CALLING INC | |||||||
| PO BOX 140428 | DALLAS | TX | 75214 | PC | EMERGENCY SERVICES FOR HOMELESS AND LOW- INCOME INDIVIDUALS DURING COVID-19 - TO BE USED FOR FOOD AND PPE ONLY | $50,000 | |
| OUR FRIENDS PLACE | |||||||
| 6500 GREENVILLE AVENUE SUITE 620 | DALLAS | TX | 75206 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| OUR LADY OF ASSUMPTION NIGERIAN CATHOLIC CHURCH INC | |||||||
| PO BOX 850892 | RICHARDSON | TX | 75085 | PC | CAPITAL CAMPAIGN FOR CONSTRUCTION OF COMMUNITY CENTER | $50,000 | |
| PROMISE HOUSE | |||||||
| 224 W PAGE AVE | DALLAS | TX | 75208 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| REAL SCHOOL GARDENS | |||||||
| 1700 UNIVERSITY DRIVE SUITE 260 | FORT WORTH | TX | 76107 | PC | STRATEGIC PLAN TECHNOLOGY IMPLEMENTATION | $40,000 | |
| ROCKWALL COUNTY HELPING HANDS | |||||||
| 950 WILLIAMS STREET | ROCKWALL | TX | 75087 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| SERVICES OF HOPE INC | |||||||
| PO BOX 227252 | DALLAS | TX | 75222 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| SHARING LIFE COMMUNITY OUTREACH | |||||||
| 3544 E EMPORIUM CIRCLE | MESQUITE | TX | 75150 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| SHE SUPPLY | |||||||
| 2221 JUSTIN RD SUITE 119-475 | FLOWER MOUND | TX | 75028 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| SHELTER MINISTRIES OF DALLAS DBA AUSTIN STREET CENTER | |||||||
| PO BOX 710729 | DALLAS | TX | 75371 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| SHELTER MINISTRIES OF DALLAS DBA AUSTIN STREET CENTER | |||||||
| PO BOX 710729 | DALLAS | TX | 75371 | PC | THE DEVELOPMENT AND NEW CONSTRUCTION OF THE AUSTIN STREET CENTER FOR COMMUNITY ENGAGEMENT | $300,000 | |
| SIMPLY GRACE | |||||||
| PO BOX 180172 | DALLAS | TX | 75218 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| SOULS HARBOR INC | |||||||
| PO BOX 360455 | DALLAS | TX | 75336 | PC | RENOVATION OF DORMITORIES | $75,000 | |
| SOUPMOBILE INC | |||||||
| 2423 S GOOD LATIMER | DALLAS | TX | 75215 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750402 | DALLAS | TX | 75275 | PC | CONSTRUCTION OF THE FORD RESEARCH AND INNOVATION BUILDING | $100,000 | |
| SOUTHWESTERN DIABETIC FOUNDATION INC | |||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | PC | CAMP SWEENEY MEDICAL CENTER | $250,000 | |
| SPIDA INC DBA BRASWELL CHILD DEVELOPMENT CENTER | |||||||
| 2203 SOUTH 2ND AVENUE | DALLAS | TX | 75210 | PC | CONCRETE PARKING LOT AND PLAY COURT | $30,000 | |
| ST JUDE INC | |||||||
| 2920 FOREST LANE 415 | DALLAS | TX | 75324 | PC | ST JUDE CENTER - PARK CENTRAL | $100,000 | |
| STOREY LANE INDEPENDENT LIVING INC | |||||||
| 2826 STOREY LANE | DALLAS | TX | 75220 | PC | SAFETY AND SECURITY IMPROVEMENTS TO KEEP DISABLED RESIDENTS SAFE | $25,000 | |
| TR HOOVER COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 5102 BEXAR ST | DALLAS | TX | 75215 | PC | HOOVER MULTIPURPOSE CENTER SAFETY RESTORATION | $25,000 | |
| TEACH FOR AMERICA INC | |||||||
| 600 NORTH PEARL STREET SUITE 2300 | DALLAS | TX | 75201 | PC | NORTH TEXAS TEACHER TRAINING, DEVELOPMENT & SUPPORT PROGRAM | $50,000 | |
| TEXAS BALLET THEATER | |||||||
| 8401 N CENTRAL EXPRESSWAY SUITE 910 | DALLAS | TX | 75225 | PC | TBT STUDENT EXPERIENCES 2020-2021 | $25,000 | |
| TEXAS RAMP PROJECT | |||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | PC | DALLAS RAMP PROJECT | $15,000 | |
| TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN | |||||||
| 2222 WELLBORN STREET | DALLAS | TX | 75219 | PC | DAY SURGERY RENOVATION - BOUNDLESS CENTENNIAL CAMPAIGN | $250,000 | |
| THE CENTER FOR AMERICAN AND INTERNATIONAL LAW | |||||||
| 5201 DEMOCRACY DRIVE | PLANO | TX | 75024 | PC | CAPITAL IMPROVEMENTS | $300,000 | |
| THE CENTER FOR VISION HEALTH | |||||||
| 5442 LA SIERRA DRIVE | DALLAS | TX | 75231 | PC | SOUTH DALLAS VISION CLINIC DISPENSARY AND LOW VISION DEVICE ROOM | $30,000 | |
| THE CHOCOLATE MINT FOUNDATION | |||||||
| 1604 FALCON DRIVE | DESOTO | TX | 75115 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| THE HIGHLANDS SCHOOL | |||||||
| 1451 E NORTHGATE DRIVE | IRVING | TX | 75062 | PC | UPGRADE TO MIDDLE AND HIGH SCHOOL SCIENCE LABORATORIES | $50,000 | |
| THE JUANITA CRAFT HOUSE COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PC | THE JUANITA CRAFT HOUSE - A RESTORATION AND CELEBRATION | $50,000 | |
| THE OAK HILL ACADEMY | |||||||
| 9407 MIDWAY ROAD | DALLAS | TX | 75220 | PC | OAK HILL ACADEMY'S "LEMONS TO LEMONADE" CAMPAIGN (MAIN BUILDING HVAC REPLACEMENT & DRAGON'S DEN SPIRIT STORE/HIGH SCHOOL JOB LAB ADDITION) | $90,000 | |
| THE SALVATION ARMY NORTH TEXAS AREA COMMAND | |||||||
| PO BOX 36006 | DALLAS | TX | 75235 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $20,000 | |
| THE STEWPOT OF FIRST PRESBYTERIAN CHURCH | |||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| THE TRUST FOR PUBLIC LAND | |||||||
| 325 N ST PAUL STREET SUITE 2210 | DALLAS | TX | 75201 | PC | JUDGE CHARLES R. ROSE COMMUNITY PARK- BRINGING RESIDENTS OF HIGHLAND HILLS ACCESS TO HEALTHY OUTDOOR GREENSPACE AND RECREATION | $200,000 | |
| TRUSTED WORLD FOUNDATION | |||||||
| 613-B EASY STREET | GARLAND | TX | 75042 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| TRUSTED WORLD FOUNDATION | |||||||
| 613-B EASY STREET | GARLAND | TX | 75042 | PC | TRUSTED WORLD DELIVERY VAN | $25,000 | |
| TYLER STREET COMMUNITY SERVICES | |||||||
| 922 W TENTH STREET | DALLAS | TX | 75208 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| UNION GOSPEL MISSION | |||||||
| 3211 IRVING BLVD | DALLAS | TX | 75247 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| UNION GOSPEL MISSION | |||||||
| 3211 IRVING BLVD | DALLAS | TX | 75247 | PC | SECURITY FENCING FOR THE CALVERT PLACE HOMELESS SHELTER | $75,000 | |
| UNITED TO LEARN | |||||||
| 5310 HARVEST HILL RD 190 | DALLAS | TX | 75230 | PC | LEARNING LAUNCH | $50,000 | |
| UNITED WAY OF METROPOLITAN DALLAS INC | |||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | PC | BOOKS FOR THE ONCE UPON A MONTH PROGRAM | $25,000 | |
| UNIVERSITY OF DALLAS | |||||||
| 1845 E NORTHGATE DR | IRVING | TX | 75062 | PC | BIOLOGY LABORATORY UPGRADES TO SUPPORT MULTIDISCIPLINARY RESEARCH | $100,000 | |
| UNIVERSITY OF TEXAS AT AUSTIN MCDONALD OBSERVATORY | |||||||
| 2515 SPEEDWAY STOP C1402 | AUSTIN | TX | 78712 | PC | MCDONALD OBSERVATORY PUBLIC OUTREACH AND EDUCATION - CAPITAL IMPROVEMENTS FOR OUTDOOR LEARNING ENVIRONMENTS | $150,000 | |
| VOGEL ALCOVE CHILDCARE CENTER FOR THE HOMELESS | |||||||
| PO BOX 150948 | DALLAS | TX | 753150948 | PC | CAMP VOGEL CAPITAL IMPROVEMENTS | $50,000 | |
| VOLUNTEER CENTER OF NORTH TEXAS | |||||||
| 2800 LIVE OAK STREET | DALLAS | TX | 75204 | PC | ENHANCED TECHNOLOGY TO INCREASE AND FACILITATE VOLUNTEERISM IN SCHOOLS | $20,000 | |
| WISE ACADEMY | |||||||
| 125 W WINTERGREEN ROAD | CEDAR HILL | TX | 75104 | PC | SEWER PIPE REPLACEMENT FOR W.I.S.E. ACADEMY | $15,000 | |
| WAXAHACHIE CARE SERVICES | |||||||
| 1208 FERRIS AVENUE | WAXAHACHIE | TX | 75165 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| WESLEY-RANKIN COMMUNITY CENTER | |||||||
| 3100 CROSSMAN AVENUE | DALLAS | TX | 75212 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| WHITE ROCK CENTER OF HOPE | |||||||
| PO BOX 180358 | DALLAS | TX | 75218 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| WILKINSON CENTER | |||||||
| PO BOX 720248 | DALLAS | TX | 75372 | PC | HUMANITARIAN AWARD TO BE USED FOR GREATEST NEEDS AMID THE ONGOING PANDEMIC AND WINTER STORM IMPACTS | $10,000 | |
| YOUTH180 | |||||||
| 7777 FOREST LANE SUITE C-410 | DALLAS | TX | 75230 | PC | YOUTH180 MULTI-PURPOSE ROOM AND LOBBY | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,365,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,690,048 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $325,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,249,666 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,264,714 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,264,714 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LANE GORMAN TRUBITT LLC | $18,075 | $10,845 | $7,230 |
| TAX REVIEW FEE - BOA | $1,675 | $1,005 | $670 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA AS CORPORATE TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINSTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME SECURITIES | AT COST | $26,446,521 | $26,769,022 |
| EQUITY SECURITIES | AT COST | $76,832,665 | $131,300,931 |
| ALTERNATIVE INVESTMENTS | AT COST | $24,276,176 | $26,800,312 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THOMPSON & KNIGHT LLP | CategoryTxt |
| Legal Fees | $19,704 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,704 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTMAKING EXPENSE | $424,167 | $0 | $424,167 |
| PARTNERSHIP EXPENSES | $30,015 | $30,015 | $0 |
| INSURANCE | $44,965 | $26,979 | $17,986 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT RECOVERY | Desc |
| Revenue And Expenses Per Books | $325,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $325,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP TO TAX DIFFERENCES | Desc |
| Amt | $219,971 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT CONSULTING - KAREN SHUFORD | $35,000 | $0 | $35,000 |
| INVESTMENT ADVISORY FEES | $243,704 | $243,704 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $70,000 | $0 | $0 |
| FOREIGN TAXES | $60,804 | $60,804 | $0 |
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