BETA

KERSHAW FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KERSHAW FOUNDATION (EIN 46-3322246)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-19
IRS object ID
202212319349100611
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-19T13:43:52-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHN B ESCHBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1306 W SEVENTH STREET SUITE 642AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463322246EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KERSHAW FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKERSBusinessNameControlTxt
Phone2145078844PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15949 SHERRY LANEAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM MELSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2145078844PhoneNum
Signature2022-08-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJIMPersonFirstNm
Person LastMELSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN B ESCHPreparerPersonNm
PTINP01327096PTIN
Phone8178829325PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$45,369,297FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,689,846ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,356InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,356InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$383,527DividendsRevAndExpnssAmt
Dividends Net Invst Incm$383,527DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,245,160NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,820,781GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,245,160CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,321,889TotalRevAndExpnssAmt
Total Net Invst Incm$3,632,043TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$133,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$79,200CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$53,800CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$6,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$4,800OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,200OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$14,182PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$7,571PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$6,611PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$886LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$443LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$443LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,420AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,850AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,570AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$14,524TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,975TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$3,549TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$17,412OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$8,706OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$8,706OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,352TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$676TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$676TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$173,474OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$168,261OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,290OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$370,250TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$284,482TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$84,845TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,224,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,224,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,594,250TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$284,482TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,308,845TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,727,639ExcessRevenueOverExpensesAmt
Net Investment Income$3,347,561NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$63,898CashBOYAmt
Cash EOY$165,199CashEOYAmt
Cash EOYFMV$165,199CashEOYFMVAmt
Sav And Temp Cash Invst BOY$313,729SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$758,199SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$758,199SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$27,500AcctRcvblBOYAmt
Corporate Stock BOY$23,919,616CorporateStockBOYAmt
Corporate Stock EOY$36,342,801CorporateStockEOYAmt
Corporate Stock EOYFMV$36,342,801CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,205,020CorporateBondsBOYAmt
Corporate Bonds EOY$6,928,190CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,928,190CorporateBondsEOYFMVAmt
Other Investments BOY$823,557OtherInvestmentsBOYAmt
Other Investments EOY$1,174,908OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,174,908OtherInvestmentsEOYFMVAmt
Total Assets BOY$32,353,320TotalAssetsBOYAmt
Total Assets EOY$45,369,297TotalAssetsEOYAmt
Total Assets EOYFMV$45,369,297TotalAssetsEOYFMVAmt
Accounts Payable BOY$15,150AccountsPayableBOYAmt
Other Liabilities BOY$27,500OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$42,650TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$28,722,210CapitalStockBOYAmt
Capital Stock EOY$32,053,198CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,588,460RetainedEarningBOYAmt
Retained Earning EOY$13,316,099RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$32,310,670TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$45,369,297TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$32,353,320TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,369,297TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$32,310,670TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,727,639ExcessRevenueOverExpensesAmt
Other Increases$3,330,988OtherIncreasesAmt
Subtotal$45,369,297SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$45,369,297TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
GOLDMAN SACHS 62069$1,523,777$773,648$750,129$750,129
GOLDMAN SACHS 62069$600,879$515,031$85,848$85,848
GOLDMAN SACHS 26959$1,211,726$1,174,426$37,300$37,300
GOLDMAN SACHS 26957$330,889$272,614$58,275$58,275
GOLDMAN SACHS 26949$384,372$202,760$181,612$181,612
GOLDMAN SACHS 26949$71,818$78,604-$6,786-$6,786
GOLDMAN SACHS 26877$3,308,916$1,459,750$1,849,166$1,849,166
GOLDMAN SACHS 26877$100,000$98,788$1,212$1,212
U.S. REAL PROPERTY FUND L.P.$21,900$21,900$21,900
Capital Gains Dividends$266,504$266,504$266,504P
FieldValueIRS element (for citing)
Capital Gain Net Income$3,245,160CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$46,531InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$46,531SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$46,531TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,345EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$60,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$71,345TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$24,814OverpaymentAmt
Applied To ES Tax$24,814AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJIM MELSONIndividualWithBooksNm
Phone2145078844PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15949 SHERRY LANE SUITE 1110AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELLEN KERSHAW
5949 SHERRY LNDALLASTX75225PRESIDENT4.00$0$0$0
CLAYTON KERSHAW
5949 SHERRY LNDALLASTX75225VICE-PRESIDENT2.00$0$0$0
ANN HIGGINBOTTOM
5949 SHERRY LNDALLASTX75225SECRETARY - TREASURER12.00$0$0$0
JIM MELSON
5949 SHERRY LNDALLASTX75225DIRECTOR - CFO12.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonJIM MELSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15949 SHERRY LANEAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
TitleCFOTitleTxt
Average Hrs Per Wk Devoted To Pos12.00AverageHrsPerWkDevotedToPosRt
Compensation$99,000CompensationAmt
Employee Benefits$8,262EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$36,428,379AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$111,528AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,539,907TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$36,539,907AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$548,099CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,991,808NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,799,590MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,799,590MinimumInvestmentReturnAmt
Tax Based On Investment Income$46,531TaxBasedOnInvestmentIncomeAmt
Total Tax$46,531TotalTaxAmt
Distributable Before Adj$1,753,059DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,753,059DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,753,059DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,308,845ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,308,845QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,753,059DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$70,923ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$63,343ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,121ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$150,387TotalExcessDistributionCyovAmt
Qualifying Distributions$1,308,845QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,308,845AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$150,387ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$150,387ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$293,827UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELLEN KERSHAWContributingManagerNm
Contributing ManagerCLAYTON KERSHAWContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARISE AFRICA
1628 FAIRMOUNT AVEFORT WORTHTX76104PCGENERAL OPERATING EXPENSES$5,000
BIG LEAGUE IMPACT
PO BOX 1620TEMPEAZ85280PCGENERAL OPERATING FUND$5,000
CARE
151 ELLIS STREET NEATLANTAGA30303PCGENERAL OPERATING FUND$10,000
CHILDREN'S MEDICAL CENTER FOUNDATION
2777 STEMMONS FREEWAYDALLASTX75207PCGENERAL OPERATING EXPENSES$75,000
DALLAS BAPTIST UNIVERSITY
3000 MOUNTAIN CREEK PKWYDALLASTX75211PCGENERAL OPERATING FUND$5,000
DISTINCTLY HIS MINISTRIES
PO BOX 764493DALLASTX75376PCGENERAL OPERATING FUND$4,000
FAMILY PLACE
PO BOX 7999DALLASTX75209PCGENERAL OPERATING FUND$10,000
FIRST CENTRAL PRESBYTERIAN CHURCH - ABILENE
400 ORANGE STREETABILENETX79601PCGENERAL OPERATING FUND$5,000
FOR OAK CLIFF
907 E LEDBETTERDALLASTX75216PCGENERAL OPERATING FUND$25,000
FOR THE NATIONS
PO BOX 850064RICHARDSONTX75085PCGENERAL OPERATING FUND$30,000
GENESIS SHELTER MINISTRIES OF DALLAS
4411 LEMMON AVE STE 201DALLASTX75219PCGENERAL OPERATING FUND$10,000
HEAVEN SOUTH
900 WOODLAND STNASHVILLETN37206PCGENERAL OPERATING FUND$15,000
HIGHLAND PARK PRESBYTERIAN CHURCH
3300 MOCKINGBIRD LNDALLASTX75205PCGENERAL OPERATING EXPENSES$25,000
HIGHLAND PARK UNITED METHODIST CHURCH
3821 UNIVERSITY BLVDDALLASTX75205PCGENERAL OPERATING EXPENSES$25,000
HPISD
7015 WESTCHESTER DRDALLASTX75205PCSTUDENT EMERGENCY FUND$5,000
HUMAN TRAFFICKING INSTITUTE INC
2701 PROSPERITY AVE STE 405FAIRFAXVA22031PCGENERAL OPERATING FUND$100,000
IJM
PO BOX 58147WASHINGTONDC20037PCGENERAL OPERATING FUND$100,000
INTERFAITH FAMILY SERVICES
1651 MATILDA STDALLASTX75206PCGENERAL OPERATING FUND$25,000
JUST KEEP LIVIN
15821 VENTURA BLV SE 370ENCINOCA91436PCGENERAL OPERATING FUND$30,000
JUSTIN TURNER FOUNDATION
13272FIJI WAY SET 101MARINA DEL REYCA90292PCGENERAL OPERATING FUND$5,000
KERSHAW'S CHALLENGE
5949 SHERRY LANE STE 1110DALLASTX75225PCGENRAL OPERATING FUND$250,000
MD ANDERSON FOUNDATION
1515 HOLCOMBE BLVDHOUSTONTX77030PCGENERAL OPERATING EXPENSES$50,000
MEN OF NEHEMIAH
2010 AL LIPSCOMB WAYDALLASTX75215PCGENERAL OPERATNG FUND$50,000
MERCY STREET
3801 HOLYSTONE STDALLASTX75212PCGENERAL OPERATING FUND$50,000
MOUNT VERNON CARES
PO BOX 238MT VERNONTX75457PCGENERAL OPERATING EXPENSES$5,000
OCEANSIDE CHRISTIAN FELLOWSHIP CHURCH
232 CORAL CIRCELEL SEGUNDOCA90245PCGENERAL OPEARTING EXPENSES$10,000
OUR CALLING
1702 S CESAR CHAVEZ BLVDDALLASTX75215PCGENERAL OPERATING FUND$25,000
SCOTTISH RITE
2222 WELBORN STDALLASTX75219PCGENERAL OPERATING FUND$50,000
SKETCHERS FDN
228 MANHATTAN BEACH BLVDMANHATTAN BEACHCA90266PCGENERAL OPERATING FUND$10,000
SUDU FOUNDATION
101 EISENHOWER PARKWAY STE 300ROSELANDNJ07068PCGENERAL OPERATING FUND$15,000
THE LOS ANGELES DODGERS FOUNDATION
1000 ELYSIAN PARK AVELOS ANGELESCA90012PCGENERAL OPERATING FUND$60,000
THE STORE
PO BOX 128287NASHVILLETN37212PCGENERAL OPERATING FUND$15,000
THORN
200 PARK AVE S 8TH FLNEW YORKNY10003PCGENERAL OPERATING FUND$10,000
TRUST FOR PUBLIC LAND - CHARLES ROSE PARK
PO BOX 889336LOS ANGELESCA90088PCGENERAL OPERATING FUND$50,000
UCLA MEDICAL FOUNDATION
21840 NORMANDIE AVE 100TORRANCECA90502PCGENERAL OPERATING FUND$50,000
WEST DALLAS COMMUNITY SCHOOL
2300 CANADA DRDALLASTX75212PCGENERAL OPERATING FUND$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,224,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,356ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$383,527ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,245,160ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,632,043ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,632,043TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (6 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
CLAYTON KERSHAW
15949 SHERRY LANE SUITE 1110DALLASTX75225$749,736Yes (X)
ELLEN KERSHAW
25949 SHERRY LANE SUITE 1110DALLASTX75225$749,735Yes (X)
CLAYTON KERSHAW
35949 SHERRY LANE SUITE 1110DALLASTX75225$1,604,316Yes (X)Yes (X)
ELLEN KERSHAW
45949 SHERRY LANE SUITE 1110DALLASTX75225$1,604,317Yes (X)Yes (X)
CLAYTON KERSHAW
55949 SHERRY LANE SUITE 1110DALLASTX75225$1,490,871Yes (X)Yes (X)
ELLEN KERSHAW
65949 SHERRY LANE SUITE 1110DALLASTX75225$1,490,871Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
3PUBLICLY TRADED STOCK$1,604,3162021-08-06
4PUBLICLY TRADED STOCK$1,604,3172021-08-06
5PUBLICLY TRADED STOCK$1,490,8712021-12-20
6PUBLICLY TRADED STOCK$1,490,8712021-12-20

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX CONSULTING & PREPARATIONCategoryTxt
Amt$9,420Amt
Net Investment Income$3,850NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,570DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$6,928,190EOYBookValueAmt
EOYFMV$6,928,190EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLIC EQUITYStockNm
EOY Book Value$36,342,801EOYBookValueAmt
EOYFMV$36,342,801EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemALTERNATIVE INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,174,908BookValueAmt
EOYFMV$1,174,908EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$886LegalFeesAmt
Net Investment Income$443NetInvestmentIncomeAmt
Disbursements Charitable Prps$443DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY G/S$153,588$153,588$0
INSURANCE$68$34$34
INTERNET & PHONE$1,642$821$821
CONTRACT LABOR$1,050$525$525
OFFICE EXPENSES & SUPPLIES$5,820$2,910$2,910
MEALS$1,846$923$0
PORTFOLIO DEDUCTIONS - U.S. PROPERTY FUND$9,460$9,460$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN UNREALIZED GAINDesc
Amt$3,330,988Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescAMOUNTS DUE FOR RETURNED CHECKSDesc
BOY Book Value$27,500BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$7,215$3,666$3,549
FOREIGN TAXES$7,309$7,309$0

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