JAMES DICK FOUNDATION FOR THE PERFORMING ARTS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAMES DICK FOUNDATION FOR THE PERFORMING ARTS (EIN 74-1732353)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-07-12
- IRS object ID
- 202201939349302250
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-12T17:51:01-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741732353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Dick Foundation for the | BusinessNameLine1Txt |
| Business Name Line2 | Performing Arts | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 9792493129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Drawer 89 | AddressLine1Txt |
| City | Round Top | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78954 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Dick | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9792493129 | PhoneNum |
| Signature | 2022-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | James | PersonFirstNm |
| Person Last | Dick | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | 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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | James Dick | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Drawer 89 | AddressLine1Txt |
| City | Round Top | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78954 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,641,729 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.festivalhill.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The Foundation fosters cultural development at Round Top Festival Institute, an inspiring center for performance and learning. Talented students, music mentors and learners in arts and humanities participate in concerts, festivals and workshops throughout the year. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 62 | TotalVolunteersCnt |
| Total Gross UBI | $92,334 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,215,302 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,241,950 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $255,756 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $290,381 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,871 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,266 | CYInvestmentIncomeAmt |
| PY Other Revenue | $35,920 | PYOtherRevenueAmt |
| CY Other Revenue | $5,410 | CYOtherRevenueAmt |
| PY Total Revenue | $1,538,849 | PYTotalRevenueAmt |
| CY Total Revenue | $1,584,007 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $639,935 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $567,125 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $41,250 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $97,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $181,999 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $1,453,736 | CYOtherExpensesAmt |
| PY Total Expenses | $681,185 | PYTotalExpensesAmt |
| CY Total Expenses | $2,118,361 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $857,664 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$534,354 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,443,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,995,008 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $656,031 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $640,567 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,787,366 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,354,441 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | James Dick Foundation for the PA operates Round Top Festival Institute, a center for performance and learning, which assembles music mentors with students, and experts in arts/humanities to present cultural programs for student and public benefit. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,706,891 | ExpenseAmt |
| Revenue | $198,047 | RevenueAmt |
| Desc | Round Top Music Festival: Annually, one hundred or so advanced young music students representing an average of eleven countries come to study under the organization's accomplished music faculty and six different conductors from around the world. The young artists work with the faculty to study and improve their instrumental and performance skills and learn and perform chamber music programs and a new orchestral concert each week. Their instruction is tuition-free. The students pay a nominal fee to cover part of their room and board. The James Dick Foundation provides housing and meals to the young artists, faculty, and guest conductors on our 210-acre campus. This year Covid-19 limited the number of students in attendance. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $0 | RevenueAmt |
| Desc | The August-to-April Concert Series includes a variety of performances including piano recitals, bell ringers, and brass concerts; instrumental ensembles from various universities; the Carranza Puppets show; the Nutcracker Ballet danced by children for children of all ages; and various chorale groups. These events bring over 5,000 visitors to Festival Hill each year. The events are designed to teach and entertain. Between artistic events, the campus is used for conferences. As part of community outreach, the campus is used for regional high school track meets. The hall is also used by high school bands and choral groups, and local school graduations. Meeting facilities are also made available to other nonprofits in the area. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | See Schedule OAugust-to-April Forum Series: The three forums typically presented each year offer educational and exploratory experiences in the arts and humanities. - Theater Forum at Round Top - The annual three-day forum is designed to heighten the awareness of theater and the world of music through talks and performances by theatrical scholars and practitioners for students, teachers and the general public. - Herbal Forum at Round Top - The annual two-day forum attracts between two and three hundred plant lovers, gardeners and herbalists to the campus each year. On the first day, registrants can participate in interactive workshops on various botanical arts and culinary practices, among others. The following day offers a schedule of educational lectures and presentations in the concert hall by professionals on the culinary and medicinal benefits and uses of various herbs, plants and spices. - Poetry at Round Top - The three-day forum is an annual festival presenting the nation's most exciting and prominent poets. Forum participants experience poetry through readings, workshops, and conversations. Manuscript consultations and workshops are offered to assist students in creative writing programs and aspiring poets from all walks of life in the craft of poetry. The forum also offers an afternoon designed for selected secondary school students and teachers, featuring training through readings and workshops. Due to Covid-19, the Herbal and Poetry Forums were not held this year. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,706,891 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 30 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lamar Lentz | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9792493129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Drawer 89 | AddressLine1Txt |
| City | Round Top | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78954 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| James Dick | |||||||
| President | 40.00 | 4.00 | Yes (X) | Yes (X) | $35,753 | $0 | $17,226 |
| Mark Elvig | |||||||
| Vice President | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Amanda M Dealey | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| David Hilgers | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Susan Ashcroft | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Paul Clote | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Christopher Dealey | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Field | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jerry Herring | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| William T Johnson | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| V Saundra Kirk | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Rodney Koenig | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Richel Rivers | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Barbara Tocker | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $35,753 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,226 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $58,878 | RelatedOrganizationsAmt |
| Government Grants | $168,806 | GovernmentGrantsAmt |
| All Other Contributions | $1,014,266 | AllOtherContributionsAmt |
| Noncash Contributions | $74,542 | NoncashContributionsAmt |
| Total Contributions | $1,241,950 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Concerts, Conferences, & Events | 711130 | $213,891 | $121,557 | $92,334 |
| Student fees | 611600 | $76,490 | $76,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $290,381 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,427 | TotalRevenueColumnAmt |
| Exclusion | $15,427 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,410 | TotalRevenueColumnAmt |
| Exclusion | $5,410 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $88,561 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $57,722 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,839 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,839 | TotalRevenueColumnAmt |
| Exclusion | $30,839 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,584,007 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $198,047 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $92,334 | UnrelatedBusinessRevenueAmt |
| Exclusion | $51,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,068 | TotalAmt |
| Program Services | $22,534 | ProgramServicesAmt |
| Management And General | $11,267 | ManagementAndGeneralAmt |
| Fundraising | $11,267 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,317 | TotalAmt |
| Program Services | $374,197 | ProgramServicesAmt |
| Management And General | $31,422 | ManagementAndGeneralAmt |
| Fundraising | $27,698 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,980 | TotalAmt |
| Program Services | $31,141 | ProgramServicesAmt |
| Management And General | $17,226 | ManagementAndGeneralAmt |
| Fundraising | $8,613 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,760 | TotalAmt |
| Program Services | $24,187 | ProgramServicesAmt |
| Management And General | $4,372 | ManagementAndGeneralAmt |
| Fundraising | $3,201 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,984 | TotalAmt |
| Management And General | $13,984 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,500 | TotalAmt |
| Fundraising | $97,500 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,426 | TotalAmt |
| Program Services | $233,328 | ProgramServicesAmt |
| Management And General | $2,049 | ManagementAndGeneralAmt |
| Fundraising | $2,049 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,958 | TotalAmt |
| Management And General | $11,662 | ManagementAndGeneralAmt |
| Fundraising | $1,296 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,578 | TotalAmt |
| Program Services | $20,482 | ProgramServicesAmt |
| Management And General | $55,484 | ManagementAndGeneralAmt |
| Fundraising | $1,612 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,205 | TotalAmt |
| Program Services | $285,709 | ProgramServicesAmt |
| Management And General | $32,930 | ManagementAndGeneralAmt |
| Fundraising | $6,566 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,748 | TotalAmt |
| Program Services | $25,445 | ProgramServicesAmt |
| Management And General | $303 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,527 | TotalAmt |
| Program Services | $7,418 | ProgramServicesAmt |
| Management And General | $853 | ManagementAndGeneralAmt |
| Fundraising | $256 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,465 | TotalAmt |
| Program Services | $494,519 | ProgramServicesAmt |
| Management And General | $38,462 | ManagementAndGeneralAmt |
| Fundraising | $16,484 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,134 | TotalAmt |
| Program Services | $98,220 | ProgramServicesAmt |
| Management And General | $5,457 | ManagementAndGeneralAmt |
| Fundraising | $5,457 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Program supplies | $45,825 | $45,825 | |
| Food and hospitality | $38,227 | $38,227 | |
| Book collections | $5,659 | $5,659 | |
| Uncollectible Amounts | $4,000 | $4,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,118,361 | TotalAmt |
| Program Services | $1,706,891 | ProgramServicesAmt |
| Management And General | $229,471 | ManagementAndGeneralAmt |
| Fundraising | $181,999 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,164 | BOYAmt |
| EOY | $380,993 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,774 | BOYAmt |
| EOY | $534,443 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,880 | BOYAmt |
| EOY | $6,380 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,543 | BOYAmt |
| EOY | $135,384 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,059 | BOYAmt |
| EOY | $38,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,458,454 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,082,919 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,830,556 | BOYAmt |
| EOY | $9,375,535 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,866 | BOYAmt |
| EOY | $324,261 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,555 | BOYAmt |
| EOY | $199,546 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,443,397 | BOYAmt |
| EOY | $10,995,008 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,536 | BOYAmt |
| EOY | $78,160 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,805 | BOYAmt |
| EOY | $56,277 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,290 | BOYAmt |
| EOY | $238,547 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,400 | BOYAmt |
| EOY | $267,583 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,031 | BOYAmt |
| EOY | $640,567 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,120,480 | BOYAmt |
| EOY | $9,766,949 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,886 | BOYAmt |
| EOY | $587,492 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,787,366 | BOYAmt |
| EOY | $10,354,441 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,443,397 | BOYAmt |
| EOY | $10,995,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$534,354 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$27,001 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $128,430 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,272,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,383,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,336,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,215,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,241,950 | CurrentTaxYearAmt |
| Total | $6,449,046 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,272,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,383,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,336,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,215,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,241,950 | CurrentTaxYearAmt |
| Total | $6,449,046 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $941,139 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,507,907 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,838 | CurrentTaxYearAmt |
| Total | $145,087 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,594,133 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,284,145 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,010,412 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $221,368 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $58,878 | OtherExpendituresAmt |
| Administrative Expenses | $15,000 | AdministrativeExpensesAmt |
| End Year Balance | $3,167,902 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,954,645 | BeginningYearBalanceAmt |
| Contributions | $40,378 | ContributionsAmt |
| Investment Earnings Or Losses | $132,381 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $67,000 | OtherExpendituresAmt |
| End Year Balance | $3,060,404 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,025,102 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,940 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,397 | OtherExpendituresAmt |
| End Year Balance | $2,954,645 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,985,822 | BeginningYearBalanceAmt |
| Contributions | $550 | ContributionsAmt |
| Investment Earnings Or Losses | $138,730 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,000 | OtherExpendituresAmt |
| End Year Balance | $3,025,102 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,903,234 | BeginningYearBalanceAmt |
| Contributions | $4,050 | ContributionsAmt |
| Investment Earnings Or Losses | $178,538 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,000 | OtherExpendituresAmt |
| End Year Balance | $2,985,822 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94380 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05620 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,419,957 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,358,645 | DepreciationAmt |
| Book Value | $9,061,312 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,074,996 | OtherCostOrOtherBasisAmt |
| Depreciation | $981,877 | DepreciationAmt |
| Book Value | $93,119 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $963,501 | OtherCostOrOtherBasisAmt |
| Depreciation | $742,397 | DepreciationAmt |
| Book Value | $221,104 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,375,535 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Payroll Protection Program Loan | $149,400 |
| SVOG Refundable Advance | $118,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $267,583 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | The James Dick Foundation comprises a 210-acre campus, which includes historic houses, concert hall and related facilities, a museum park, and a research center with renowned collections of art, architecture, decorative arts, rare books, manuscripts, music, musical instruments, historic recordings, photography, and archival materials. The unique collections are used throughout the year to educate the public, serve researchers and creative writers, and are an integral part of all programs. Collections are displayed in period settings throughout the campus. The created 1,200-seat Festival Concert Hall facility houses the Guion Gallery of Americana, the Oxehufwud Swedish Gallery, the Interlude Gallery for changing exhibitions, the William C. Wiederhold Music Library, and the Art, Architecture, Texana and Special Collections Library. The Edythe Bates Old Chapel houses the 1835 Henry Erben pipe organ, the oldest American built organ in use in Texas today. The library has strong holdings in music, historic sheet music, books on music, art, architecture, period interiors, photography, Texas history, and British and American County House guidebooks. The James Dick Foundation Library and Museum collections have been established over a thirty-year period and continue to grow through contributions by gift and bequest. The Foundation is a member of the American Association of Museums. During 2021, the Foundation purchased approximately $6,000 in additional library collections. This amount is included in Festival-Institute programs expenses in these financial statements. This purchase is funded through proceeds from an annual library fundraising event with contributions restricted to the library and museum. |
| Part III, Line 4: | See text of audit footnote provided in response to Part III, Line 1a for a description of the Foundation's collections and how they further the organization's exempt purpose. |
| Part V, Line 4: | The James Dick Foundation Endowment Trust is established for the purpose of creating and maintaining a perpetual endowment for the use and benefit of The James Dick Foundation for the Performing Arts and for the continued operation, enhancement and support of its educational tax-exempt purposes. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The policy is published on The James Dick Foundation for the Performing Arts website (www.festivalhill.org). |
| Schedule E, Part I, Line 6 | In 2021, the Foundation received a $118,183 Shuttered Venue Operators Grant through the Small Business Administration (SBA), in which the proceeds will be used for qualifying expenditures and is recognized as refundable advances as of August 31, 2021 and is expected to be recognized as contributions in fiscal year 2022 as qualifying expenditures are incurred. In addition, the Foundation received $149,400 in each of the fiscal years 2021 and 2020, respectively, from a Paycheck Protection Program (PPP) loan through the SBA. In fiscal year 2021, the Foundation was notified that principal and interest had been forgiven for the PPP loan received in 2020, and $149,400 was recognized as government grants revenue. The Second Draw PPP loan received in 2021 has been forgiven in fiscal year 2022 and will be recognized as revenue in fiscal year 2022. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harriet Latimer | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Weslayan | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $794,583 | GrossReceiptsAmt |
| Retained By Contractor | $97,500 | RetainedByContractorAmt |
| Net To Organization | $697,083 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $794,583 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $97,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $697,083 | TotalNetToOrganizationAmt |
| Licensed States | TX | LicensedStatesCd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $74,542 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Trustees Amanda M. Dealey and Christopher Dealey have a familial relationship. |
| Form 990, Part VI, Section B, line 11b | The Executive Committee reviews the Form 990. A copy is provided to the Board prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | Finance, audit committee, and full board review any conflicts. If a conflict of interest arises, the conflicted board member is excused from deliberations and voting on the matter. |
| Form 990, Part VI, Section B, line 15a | The Board of Directors oversees the process of determining the compensation of the President. |
| Form 990, Part VI, Section C, line 19 | Upon request. |
| Form 990, Part IX, line 11g | Honoraria: Program service expenses 140,270. Total expenses 140,270. Other Professional Fees: Program service expenses 93,058. Management and general expenses 2,049. Fundraising expenses 2,049. Total expenses 97,156. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Dick Foundation Endowment Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Drawer 89 | AddressLine1Txt |
| City | Round Top | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78954 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746341634 | EIN |
| Primary Activities | Support James Dick Fd for Perform Arts | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12a | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Dick Foundation for Perform Arts | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Dick Foundation Endowment Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $58,878 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |
Comments