RENEE MALCA CADOUR CORN CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RENEE MALCA CADOUR CORN CHARITABLE TRUST (EIN 73-1543969)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-23
- IRS object ID
- 202201139349101200
- Schema version
- 2021v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-23T12:57:22-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731543969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Renee Malca Cadour Corn Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RENE | BusinessNameControlTxt |
| Phone | 2143691802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10017 Regal Park Lane | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ida J Corn | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2143691802 | PhoneNum |
| Signature | 2022-04-23 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Ida | PersonFirstNm |
| Person Last | Corn | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $3,021,752 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,736 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $28,315 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $44,009 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44,009 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $136,751 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $165,066 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $132 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,632 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,632 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,282 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,282 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,914 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,066 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,667 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,959 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $461,057 | CorporateStockBOYAmt |
| Corporate Stock EOY | $461,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,199,321 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $486,364 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $477,224 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $808,472 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $972,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $952,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,021,752 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $972,088 | CapitalStockBOYAmt |
| Capital Stock EOY | $952,240 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $972,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $952,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $972,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $952,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $972,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,163 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,315 | OtherIncreasesAmt |
| Subtotal | $952,240 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $952,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| Gross Sales Price | $106,780 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $78,465 | CostOrOtherBasisAmt |
| Gain Or Loss | $28,315 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $28,315 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,315 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,294 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,294 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,294 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$3,000 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $703 | OverpaymentAmt |
| Applied To ES Tax | $703 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Ida J Corn | IndividualWithBooksNm |
| Phone | 2143691802 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10017 Regal Park Lane 105 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Ida J Corn | ||||||||
| 10017 Regal Park Lane 105 | Dallas | TX | 75230 | Trustee | 8.00 | $7,500 | $0 | $0 |
| Marilyn Corn | ||||||||
| 10017 Regal Park Lane 105 | Dallas | TX | 75230 | Trustee | 8.00 | $7,500 | $0 | $0 |
| Rise Corn | ||||||||
| 10017 Regal Park Lane 105 | Dallas | TX | 75230 | Trustee | 8.00 | $7,500 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,059,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,947 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $825,765 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,949,176 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,949,176 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,904,938 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $145,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $145,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,294 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,294 | TotalTaxAmt |
| Distributable Before Adj | $142,953 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $142,953 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $142,953 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,914 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $184,914 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,953 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $15,892 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,107 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,575 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,912 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,824 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $189,310 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $184,914 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $142,953 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,961 | RemainingDistriFromCorpusAmt |
| Total Corpus | $231,271 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,892 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $215,379 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,107 | ExcessFromYear4Amt |
| Excess From Year3 | $33,575 | ExcessFromYear3Amt |
| Excess From Year2 | $55,912 | ExcessFromYear2Amt |
| Excess From Year1 | $65,824 | ExcessFromYear1Amt |
| Excess From Current Year | $41,961 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Ida J Corn | ContributingManagerNm |
| Contributing Manager | Marilyn Corn | ContributingManagerNm |
| Contributing Manager | Rise Corn | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Ida J Corn | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10017 Regal Park Lane 105 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143691802 | RecipientPhoneNum |
| Form And Info And Materials | No specified format. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None. | SubmissionDeadlinesTxt |
| Restrictions On Awards | None at present time. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Committee for the Weizmann Institute of Science | ||||||
| 633 Third Avenue | New York | NY | 10017 | PC | Med/Scientific Rsch | $4,350 |
| American Friends of Magen David Adom | ||||||
| 20 W 36th Street Suite 1100 | New York | NY | 10018 | PC | Medical Service | $8,085 |
| American Friends of SanzLaniado Hospital | ||||||
| 261 West 35th Street Suite 803 | New York | NY | 10001 | PC | Medical Service | $4,360 |
| American Jewish Joint Distribution Committee | ||||||
| 220 East 42nd Street Suite 400 | New York | NY | 10017 | PC | Refugee Relief | $3,115 |
| American LegionAngels of Mercy program co American Legion Aux Unit 270 | ||||||
| PO BOX 11373 | McLean | VA | 22102 | PC | Soldier Relief | $1,250 |
| American LegionNo Soldier Left in Need program co American Legion Aux Unit | ||||||
| PO BOX 11373 | McLean | VA | 22102 | PC | Soldier Relief | $1,250 |
| American Red Cross | ||||||
| PO Box 37839 | Boone | IA | 50037 | PC | Disaster relief/medical/humanitarian | $2,500 |
| American Sephardi Federation | ||||||
| 15 West 16th Street | New York | NY | 10011 | PC | Religious/cultural | $1,865 |
| American Social Health Assoc | ||||||
| PO Box 13827 | Research Triangle Park | NC | 27709 | PC | Healthcare/research | $630 |
| Boys Town Jerusalem Foundation of America | ||||||
| 209 W 29th Street Suite 6250 | New York | NY | 10001 | PC | Disadvantaged youth programs | $3,115 |
| Bryan's House | ||||||
| 3610 Pipestone Road | Dallas | TX | 75212 | PC | Pediatric AIDs | $3,115 |
| Dillon International | ||||||
| 7335 S Lewis Avenue | Tulsa | OK | 74136 | PC | Nonprofit Adoption Agcy | $950 |
| Disabled American Veterans Charitable Service Trust | ||||||
| 860 Dolwick Drive | Erlanger | KY | 41018 | PC | Veterans Assistance | $8,885 |
| Equal Access to Justice Campaign | ||||||
| 2101 Ross Avenue | Dallas | TX | 75201 | PC | Legal Services to underserved | $2,175 |
| The Family Place | ||||||
| PO Box 7999 | Dallas | TX | 75209 | PC | Shelter for abused/displaced | $3,115 |
| Friends of IDFNorth TX Chapter | ||||||
| 3839 McKinney Avenue Suite 155-751 | Dallas | TX | 75204 | PC | Soldiers personal needs | $28,730 |
| Good People Fund | ||||||
| 384 Wyoming Avenue | Milburn | NJ | 07041 | PC | Humanitarian/varied | $1,865 |
| Guide Dogs of TexasSouthwest Guide Dog Foundation | ||||||
| 1503 Allena Drive | San Antonio | TX | 78213 | PC | Service dogs for blind/disabled | $2,175 |
| Hadassah | ||||||
| 40 Wall Street | New York | NY | 10005 | PC | Medical care/Research | $14,925 |
| Int'l ObsessiveCompulsive Foundation | ||||||
| PO Box 961029 | Boston | MA | 02196 | PC | Mental Health | $625 |
| Jesus House | ||||||
| 1335 W Sheridan | Oklahoma City | OK | 73106 | PC | Homeless shelter | $1,245 |
| Jewish National Fund | ||||||
| 42 East 69th Street | New York | NY | 10021 | PC | Ecology | $2,497 |
| Susan G Komen Breast Cancer Foundation | ||||||
| 5005 LBJ Freeway Suite 526 | Dallas | TX | 75244 | PC | Cancer research | $1,870 |
| Lustgarten Foundation | ||||||
| 415 Crossways Park Drive Suite D | Woodbury | NY | 11797 | PC | Pancreatic cancer research | $4,670 |
| Mazon | ||||||
| 10850 Wilshire Blvd Suite 400 | Los Angeles | CA | 90024 | PC | Hunger relief | $5,225 |
| Meals on WheelsVNA | ||||||
| 1440 W Mockingbird Lane | Dallas | TX | 75247 | PC | Food service for homebound/elderly | $4,045 |
| Mental Health Assn Greater Dallas | ||||||
| 624 N Good-Latimer Exwy Suite 200 | Dallas | TX | 75204 | PC | Mental Health Srvcs | $625 |
| North Texas Food Bank | ||||||
| 3677 Mapleshade Lane | Plano | TX | 75075 | PC | Hunger relief | $4,500 |
| Oklahoma Osteopathic Educational Foundation | ||||||
| 4848 N Lincoln Blvd | Oklahoma City | OK | 73105 | PC | Medical Research | $1,865 |
| Prostate Cancer Research Inst | ||||||
| 300 Corporate Point Suite 383 | Culver City | CA | 90230 | PC | Prostate Cancer Research | $2,490 |
| Salvation Army | ||||||
| 1001 N Pennsylvania Ave | Oklahoma City | OK | 73107 | PC | Disaster Relief | $5,000 |
| University of Health Sciences Foundation | ||||||
| 1750 Independence Avenue | Kansas City | MO | 64106 | PC | Medical Research | $1,865 |
| US Holocaust Memoral | ||||||
| 100 Raul Wallenberg Place SW | Washington | DC | 20024 | PC | Educational | $1,865 |
| Veterans of Foreign Wars | ||||||
| 406 West 34th Street | Kansas City | MO | 64111 | PC | Veterans support | $5,000 |
| Vogel Alcove Child Care Center for the Homeless | ||||||
| PO Box 150948 | Dallas | TX | 75315 | PC | Childcare for homeless | $3,730 |
| Womens American ORT | ||||||
| 75 Maiden Lane 10th Floor | New York | NY | 10038 | PC | Occupational Rehabilitation | $1,865 |
| World Jewish Congress | ||||||
| 501 Madison Avenue | New York | NY | 10022 | PC | Educational/humanitarian | $3,115 |
| YWCA | ||||||
| 2460 NW 39th Street | Oklahoma City | OK | 73112 | PC | Shelter program | $4,355 |
| American Cancer Society | ||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | PC | Cancer Research | $6,225 |
| American Committee for Shaare Zedek Medical Center | ||||||
| 55 West 39th Street 4th floor | New York | NY | 10018 | pc | Medical care/services | $3,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,282 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,736 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,009 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $136,751 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,751 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8000 Sh Altria | $73,635 | $379,120 |
| 36 Sh Bank of America | $7,306 | $1,602 |
| 845 Sh Kraft Heinz | $26,519 | $30,336 |
| 5536 Mondelez Int'l | $49,054 | $367,092 |
| 467 Sh AT&T Corp | $32,449 | $11,488 |
| 500 Sh Berkshire Hathaway B | $19,424 | $149,500 |
| 1000 Sh Comcast Corp | $18,438 | $50,330 |
| 297 Sh Dow Inc | $10,939 | $16,846 |
| 297 Sh Dupont de Nemours | $16,053 | $23,992 |
| 1222 Eli Lilly | $28,122 | $337,541 |
| 184 Lowe's | $4,072 | $47,560 |
| 8000 Sh Philip Morris Int'l | $167,792 | $760,000 |
| 394 Sh Pfizer | $6,901 | $23,265 |
| 48 Sh Viatris | $353 | $649 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 15607.562 Sh Investment Co of America CL A | CategoryOrItemTxt |
| Book Value | $477,224 | BookValueAmt |
| EOYFMV | $808,472 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | postage/supplies | Desc |
| Revenue And Expenses Per Books | $132 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $132 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | cap gain distributions | Desc |
| Revenue And Expenses Per Books | $44,009 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $44,009 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | net cap gain distributions and STCG | Desc |
| Amt | $28,315 | Amt |
Comments