HOBLITZELLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOBLITZELLE FOUNDATION (EIN 75-6003984)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2022-08-17
- IRS object ID
- 202242299349100524
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-17T14:07:52-05:00 | ReturnTs |
| Tax Period End | 2022-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756003984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOBLITZELLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOBL | BusinessNameControlTxt |
| Phone | 2143730462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN H ROBBINS | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2143730462 | PhoneNum |
| Signature | 2022-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYN | PersonFirstNm |
| Person Last | ROBBINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 756003984 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKECPA | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $156,239,307 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,585,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,585,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,135,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,328,095 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,135,703 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $266,482 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,987,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,721,095 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $325,220 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,783 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $276,437 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $155,250 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $23,288 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $119,842 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $418 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $418 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,180 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $707,278 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $693,951 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,327 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $206,018 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,743 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,546 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $84,645 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,697 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $71,948 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,957 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,957 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,428 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,428 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,318 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,318 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,566,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $781,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $585,401 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,352,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,625,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,919,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $781,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,210,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,068,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,939,633 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,352 | CashBOYAmt |
| Cash EOY | $22,521 | CashEOYAmt |
| Cash EOYFMV | $22,521 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,833,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,505,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,505,212 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $219,559 | AcctRcvblAmt |
| Acct Rcvbl BOY | $234,033 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $219,559 | AcctRcvblEOYAmt |
| US Government Obligations BOY | $12,318,592 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,825,868 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,043,973 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $103,473,645 | CorporateStockBOYAmt |
| Corporate Stock EOY | $107,723,618 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $130,229,062 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,488,717 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,739,100 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,420,059 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,754 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $18,480 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,480 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,480 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $130,386,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,054,358 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $156,239,307 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,695,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,422,200 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,206,167 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,041,623 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,901,167 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,463,823 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $124,484,942 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $127,590,535 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $124,484,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,590,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,386,109 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $135,054,358 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $124,484,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,068,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,178 | OtherIncreasesAmt |
| Subtotal | $127,590,535 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $127,590,535 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $66,328,095 | GrossSalesPriceAmt |
| Cost Or Other Basis | $56,192,392 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,135,703 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,135,703 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,135,703 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $165,961 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $165,961 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $165,961 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $182,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $182,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,039 | OverpaymentAmt |
| Applied To ES Tax | $16,039 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HOBLITZELLE.ORG | WebsiteAddressTxt |
| Individual With Books | BANK OF AMERICA NA | IndividualWithBooksNm |
| Phone | 2142091965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MAIN ST 19TH FL | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752023714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN L SHUFORD | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JERE W THOMPSON JR | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| KATHRYN H ROBBINS | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PRESIDENT AND CEO | 40.00 | $252,500 | $37,875 | $0 |
| HOLLAND P GARY | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHRIS T BAKER | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | EXECUTIVE ASSISTANT | 40.00 | $72,720 | $10,908 | $0 |
| CATHERINE M ROSE | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL PODOLSKY MD | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL S RAWLINGS | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYDIA H NOVAKOV | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RAFAEL M ANCHIA | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LIZZIE ROUTMAN | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830241 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752830241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AGENT-ADVISORY | ServiceTypeTxt |
| Compensation | $693,951 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $169,268,856 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,790,761 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $173,059,617 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $173,059,617 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,595,894 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,463,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,523,186 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,523,186 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $165,961 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $165,961 | TotalTaxAmt |
| Distributable Before Adj | $8,357,225 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,357,225 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,357,225 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,210,651 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,210,651 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,357,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $351,272 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $970,455 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $709,816 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $2,031,543 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,210,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,210,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,146,574 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,146,574 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $884,969 | 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 |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $884,969 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $175,153 | ExcessFromYear4Amt |
| Excess From Year3 | $709,816 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN H ROBBINS PRESIDENT CEO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE SUITE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143730462 | RecipientPhoneNum |
| Form And Info And Materials | IT IS PREFERRED THAT THE INITIAL APPROACH BE THROUGH A BRIEF NARRATIVE LETTER DESCRIBING THE PROJECT FOR WHICH FUNDS ARE ASKED, ITS JUSTIFICATION, THE COST BASED UPON RELIABLE ESTIMATES, THE AMOUNT ALREADY REALIZED OR ANTICIPATED, OTHER EXPECTED SOURCES OF FUNDING, AND THE AMOUNT TO BE REQUESTED (UNBOUND WITHOUT FOLDERS OR BINDERS). IF THE PROJECT FALLS WITHIN THE AREAS OF THE FOUNDATION'S INTERESTS, PURPOSES AND CURRENT FUNDING POLICIES, MORE DETAILED INFORMATION MAY BE REQUESTED. PLEASE INCLUDE A MAILING ADDRESS AND PHONE NUMBER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 15TH, APRIL 15TH, AND AUGUST 15TH; THE NEXT BUSINESS DAY IF THESE DATES FALL ON A WEEKEND. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKES GRANTS TO EDUCATIONAL, SCIENTIFIC, CULTURAL, AND OTHER CHARITABLE ORGANIZATIONS. NO GRANTS ARE MADE FOR RELIGIOUS PURPOSES OR TO INDIVIDUALS. NO GRANTS ARE MADE OUTSIDE THE STATE OF TEXAS. THE FOUNDATION'S MAIN GEOGRAPHICAL FOCUS IS THE DALLAS METROPLEX. UNDER THE PRESENT DAY POLICY OF THE DIRECTORS, CONTRIBUTIONS ARE NOT MADE TOWARD OPERATING BUDGETS, DEBT RETIREMENT, RESEARCH, MEDIA PRODUCTIONS OR PUBLICATIONS, SCHOLARSHIPS OR ENDOWMENTS. THE FOUNDATION MAKES NO LOANS. A FEW GRANTS IN THESE CATEGORIES HAVE BEEN MADE, BUT ARE INFREQUENT AND ARE INITIATED BY THE BOARD. BEFORE AN APPLICATION CAN BE CONSIDERED, PROOF IS REQUIRED THAT THE APPLICANT HAS AN EXEMPT CLASSIFICATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THAT THE APPLICANT IS CONSIDERED NOT A PRIVATE FOUNDATION" WITHIN THE MEANING OF CODE SECTION 509(A). AN APPLICANT MAY QUALIFY UNDER SECTION 170(C)(1) IF ITS REQUESTED GRANT IS SHOWN TO BE "FOR PUBLIC PURPOSES ONLY." | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 2NDSATURDAY CDC | |||||||
| 2428 PINE STREET | DALLAS | TX | 75215 | PC | TOWARD PURCHASE OF EQUIPMENT FOR THE SOCIAL ENTERPRISE/HOME REPAIR PROGRAM. | $35,000 | |
| AFTER- SCHOOL ALL STARS NORTH TEXAS | |||||||
| 2902 SWISS AVENUE | DALLAS | TX | 75204 | PC | FOR GARDENING EQUIPMENT FOR AFTER-SCHOOL ENRICHMENT PROGRAMS. | $10,000 | |
| AIDS SERVICES OF DALLAS | |||||||
| 400 S ZANG BOULEVARD SUITE 200 | DALLAS | TX | 75208 | PC | TOWARD A CAPITAL CAMPAIGN TO PURCHASE AN APARTMENT COMPLEX FOR AFFORDABLE, INDEPENDENT LIVING FOR THOSE LIVING WITH HIV/AIDS. | $50,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 105 DECKER COURT 200 | IRVING | TX | 75062 | PC | FOR EQUIPMENT TO INSTALL WELLNESS KIOSKS AT TEN SENIOR CENTERS IN DALLAS COUNTY. | $50,000 | |
| ASSOCIATION FOR INDEPENDENT LIVING (AFIL) | |||||||
| 2826 STOREY LANE | DALLAS | TX | 75220 | PC | TOWARD A VARIETY OF CAPITAL UPDATES AT THIS LIVING COMMUNITY. | $50,000 | |
| ATLAST | |||||||
| 405 E OVERTON ROAD | DALLAS | TX | 75216 | PC | TOWARD A VARIETY OF CAPITAL NEEDS AT THIS RESIDENCE FACILITY FOR IMPOVERISHED YOUTH. | $100,000 | |
| BACHMAN LAKE TOGETHER | |||||||
| 9507 OVERLAKE DRIVE | DALLAS | TX | 75220 | PC | TO SUPPORT CAPITAL IMPROVEMENTS AT THE FAMILY CENTER. | $10,000 | |
| BAYLOR HEALTH CARE SYSTEM FOUNDATION | |||||||
| 3600 GASTON AVENUE BARNETT TOWER | DALLAS | TX | 75246 | PC | TOWARD SPECIALIZED EQUIPMENT FOR THE NEONATAL INTENSIVE CARE UNIT SERVING MICRO-PREEMIES. | $25,000 | SUITE 100 |
| BONTON FARMS | |||||||
| 6911 BEXAR STREET | DALLAS | TX | 75215 | PC | TOWARD CAPITAL ASPECTS OF THE "PROJECT GAMECHANGER" CAMPAIGN. | $200,000 | |
| BRIDGEBUILDERS | |||||||
| PO BOX 702545 | DALLAS | TX | 75370 | PC | FOR FACILITY RENOVATIONS. | $50,000 | |
| CAF MOMENTUM | |||||||
| 1510 PACIFIC AVENUE | DALLAS | TX | 75201 | PC | TO HELP SUPPORT THE INTERNSHIP PROGRAM. | $50,000 | |
| CHILD POVERTY ACTION LAB (CPAL) | |||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | PC | TO DEVELOP OPEN-SOURCE DATA TOOLS TO BETTER INFORM AND INFLUENCE HOW PUBLIC RESOURCES ARE ALLOCATED. | $150,000 | |
| CHILDREN'S MEDICAL CENTER OF DALLAS | |||||||
| 1935 MEDICAL DISTRICT DRIVE | DALLAS | TX | 75235 | PC | TOWARD A CAPITAL CAMPAIGN TO RENOVATE, EXPAND, AND MODERNIZE THE ER DEPT. AT THE DALLAS CAMPUS. | $375,000 | |
| CITY YEAR DALLAS | |||||||
| 1201 MAIN STREET SUITE 1300 | DALLAS | TX | 75202 | PC | TO PURCHASE LAPTOPS FOR STAFF. | $21,000 | |
| DALLAS AREA RAPE CRISIS CENTER | |||||||
| 2801 SWISS AVENUE | DALLAS | TX | 75204 | PC | FOR ADMINISTRATIVE SOFTWARE AND A NEW WEBSITE. | $27,000 | |
| DALLAS FURNITURE BANK | |||||||
| PO BOX 815788 | DALLAS | TX | 75381 | PC | FOR THE PURCHASE OF A TRUCK FOR CLIENT FURNITURE DELIVERY AND DONATION PICK-UPS. | $45,000 | |
| DALLAS LEADERSHIP FOUNDATION | |||||||
| 3101 GREENWOOD STREET | DALLAS | TX | 75204 | PC | TOWARD THE PURCHASE OF A 24-FOOT BOX TRUCK TO DISTRIBUTE FOOD BOXES. | $60,000 | |
| DALLAS SYMPHONY ASSOCIATION | |||||||
| 2301 FLORA STREET | DALLAS | TX | 75201 | PC | TOWARD REPLACING THE TWO PUBLIC-FACING ELEVATORS AT THE MORTON H. MEYERSON SYMPHONY CENTER. | $100,000 | |
| DALLAS THEATER CENTER | |||||||
| 2400 FLORA STREET | DALLAS | TX | 75201 | PC | TOWARD DEVELOPMENT OF THE MASTER PLAN FOR KALITA HUMPHREYS THEATER. | $100,000 | |
| DICKINSON PLACE CHARITABLE CORPORATION | |||||||
| 911 ST JOSEPH STREET | DALLAS | TX | 75246 | PC | TO REPLACE AND UPGRADE THE FIRE ALARM SYSTEM IN THIS RETIREMENT COMMUNITY. | $25,000 | |
| ENCORE PARK | |||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | PC | TOWARD A CAPITAL CAMPAIGN FOR PHASE 2 OF ENCORE PARK, TO INCLUDE RENOVATION OF THE 508 PARK AVENUE BUILDING. | $75,000 | |
| FAIR PARK FIRST | |||||||
| 3809 GRAND AVENUE | DALLAS | TX | 75210 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE NEW COMMUNITY PARK. | $400,000 | |
| FOREST FORWARD | |||||||
| 1610 S MALCOLM X BLVD | DALLAS | TX | 75226 | PC | TOWARD A CAPITAL CAMPAIGN TO REVITALIZE THE FOREST THEATER. | $150,000 | |
| GENESIS WOMEN'S SHELTER & SUPPORT | |||||||
| 4411 LEMMON AVENUE SUITE 201 | DALLAS | TX | 75219 | PC | TO SUPPORT A CAPITAL CAMPAIGN FOR A NON-RESIDENTIAL OUTREACH CENTER. | $100,000 | |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | PC | TOWARD OCEAN CONSERVATION EXHIBIT | $100,000 | |
| HEALTH SERVICES OF NORTH TEXAS INC | |||||||
| 4401 N I-35 SUITE 312 | DENTON | TX | 76207 | PC | FOR EXAMINATION EQUIPMENT AND COMPUTERS. | $50,100 | |
| HHM HEALTH | |||||||
| 8515 GREENVILLE AVENUE SUITE 112 | DALLAS | TX | 75243 | PC | TOWARD EXPANSION OF THIS MEDICAL CLINIC IN THE VICKERY MEADOWS AREA. | $50,000 | |
| HOPE SUPPLY CO | |||||||
| 10480 SHADY TRAIL SUITE 104 | DALLAS | TX | 75220 | PC | FOR STORAGE CONTAINERS AND WAREHOUSE EQUIPMENT. | $40,000 | |
| I AM A GOLFER FOUNDATION | |||||||
| PO BOX 196149 | DALLAS | TX | 75219 | PC | TOWARD CAPITAL UPDATES TO COMMEMORATE AND CELEBRATE THE HISTORY OF CEDAR CREST GOLF CLUB, A MUNICIPAL FACILITY IN SOUTHERN DALLAS. | $25,000 | |
| JEWISH COMMUNITY CENTER (JCC) OF DALLAS | |||||||
| 7900 NORTHAVEN ROAD | DALLAS | TX | 75230 | PC | FOR SECURITY ENHANCEMENTS. | $50,000 | |
| JUNE SHELTON SCHOOL AND EVALUATION CENTER | |||||||
| 17301 PRESTON ROAD | DALLAS | TX | 75252 | PC | TOWARD A CAPITAL CAMPAIGN TO MOVE THE CAMPUS TO PRESTON ROAD | $125,000 | |
| JUNIOR LEAGUE OF DALLAS | |||||||
| 8003 INWOOD ROAD | DALLAS | TX | 75209 | PC | TOWARD RESTORATION OF THE JUANITA J. CRAFT CIVIL RIGHTS HOUSE. | $100,000 | |
| KATHLYN JOY GILLIAM MUSEUM | |||||||
| 3817 WENDELKIN STREET | DALLAS | TX | 75215 | PC | TOWARD REPAIRING DAMAGE CAUSED BY TWO FIRES. | $25,000 | |
| KID NET FOUNDATION DBA JONATHAN'S PLACE | |||||||
| 6065 DUCK CREEK DRIVE | GARLAND | TX | 75043 | PC | FOR FACILITY REPAIRS AND IMPROVEMENTS. | $45,000 | |
| LEGAL AID OF NORTHWEST TEXAS | |||||||
| 600 E WEATHERFORD STREET | FORT WORTH | TX | 76102 | PC | FOR RENOVATIONS AT THE DOWNTOWN DALLAS FACILITY | $50,000 | |
| MAJESTIC THEATER CENTENNIAL FUND | |||||||
| SAMMONS CNTR 3630 HARRY HINES BLVD | DALLAS | TX | 75219 | PC | TOWARD THE CENTENNIAL FUND. | $20,000 | |
| MEADOWS FOUNDATION PARTNERSHIP FUND | |||||||
| 3003 SWISS AVENUE | DALLAS | TX | 75204 | PC | TO FURTHER SUPPORT A PLAN TO REDUCE HOMELESSNESS IN DALLAS. | $50,000 | |
| MERCY STREET | |||||||
| 3801 HOLYSTONE STREET SUITE 101 | DALLAS | TX | 75212 | PC | TOWARD FACILITY RENOVATIONS AT THIS WEST DALLAS AGENCY SERVING YOUTH. | $50,000 | |
| METROCARE SERVICES | |||||||
| 1345 RIVER BEND DRIVE SUITE 200 | DALLAS | TX | 75247 | PC | TOWARD THE "CHANGING MINDS" CAPITAL CAMPAIGN. | $100,000 | |
| METROCREST SERVICES INC | |||||||
| 1835 WALNUT AVENUE | CARROLLTON | TX | 75006 | PC | TOWARD A CAPITAL CAMPAIGN FOR A REPLACEMENT FACILITY. | $150,000 | |
| MILES OF FREEDOM | |||||||
| 2922 MLK BLVD BLDG A SUITE 118B | DALLAS | TX | 75215 | PC | TOWARD PURCHASE OF EQUIPMENT FOR THE TECHNOLOGY LAB AND THE LANDSCAPING PROGRAM. | $50,000 | |
| NETWORK OF COMMUNITY MINISTRIES | |||||||
| 1500 INTERNATIONAL PKWY SUITE 300 | RICHARDSON | TX | 75081 | PC | TOWARD A CAPITAL CAMPAIGN FOR A NEW FACILITY. | $100,000 | |
| OAK CLIFF VEGGIE PROJECT | |||||||
| 2522 GLADIOLUS LANE | DALLAS | TX | 75223 | PC | TOWARD THE PURCHASE OF LAND FOR A MICRO-FARM INITIATIVE (MATCHING CONDITIONS). | $50,000 | |
| OAK HILL ACADEMY | |||||||
| 9407 MIDWAY ROAD | DALLAS | TX | 75220 | PC | FOR TWO 15-PASSENGER VANS FOR THE HIGH SCHOOL TRANSITION SKILLS PROGRAM. | $48,250 | |
| ORCHESTRA OF NEW SPAIN | |||||||
| 11615 FOREST CENTRAL DRIVE SUITE | DALLAS | TX | 75243 | PC | FOR UPDATED TECHNOLOGY. | $24,000 | 305 |
| PARKS FOR DOWNTOWN DALLAS | |||||||
| 901 MAIN STREET 609 | DALLAS | TX | 75202 | PC | TOWARD PACIFIC PLAZA PARK, TO INCLUDE ASTON PARK AS ASTON GROVE | $225,000 | |
| PHOENIX HOUSES OF TEXAS | |||||||
| 2345 REAGAN STREET | DALLAS | TX | 75219 | PC | TOWARD RENOVATIONS AT THIS FACILITY SERVING YOUTH WITH SUBSTANCE ABUSE DISORDERS. | $50,000 | |
| READING PARTNERS | |||||||
| 2910 SWISS AVENUE | DALLAS | TX | 75204 | PC | FOR LAPTOPS FOR STAFF AND AMERICORPS MEMBERS. | $25,000 | |
| RESOURCE CENTER OF DALLAS INC | |||||||
| 5750 CEDAR SPRINGS ROAD | DALLAS | TX | 75235 | PC | TOWARD A CAPITAL CAMPAIGN FOR LGBTQ-FRIENDLY, AFFORDABLE SENIOR HOUSING. | $100,000 | |
| SAMMONS CENTER FOR THE ARTS | |||||||
| 3630 HARRY HINES BLVD | DALLAS | TX | 75219 | PC | TOWARD A COMPLETE HVAC REPLACEMENT. | $60,000 | |
| SHAKESPEARE DALLAS | |||||||
| 1250 MAJESTY DRIVE | DALLAS | TX | 75247 | PC | TO REPLACE OUTDATED LIGHTING EQUIPMENT. | $56,500 | |
| SOUTHERN DALLAS LINK | |||||||
| 3662 W CAMP WISDOM ROAD 2044 | DALLAS | TX | 75237 | PC | TO PURCHASE AN ADDITIONAL VAN. | $50,000 | |
| SOUTHERN GATEWAY PUBLIC GREEN FOUNDATION | |||||||
| C/O MGRUBER 300 CRESCENT COURT | DALLAS | TX | 75201 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE SOUTHERN GATEWAY DECK PARK. | $250,000 | SUITE 400 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | PC | CAPITAL CAMPAIGN "CHANGING MINDS" | $312,500 | |
| SOUTHWEST TRANSPLANT ALLIANCE | |||||||
| 8190 MANDERVILLE LANE | DALLAS | TX | 75231 | PC | TOWARD A CAPITAL CAMPAIGN FOR A NEW ORGAN RECOVERY CENTER | $250,000 | |
| SOUTHWESTERN MEDICAL FOUNDATIONUNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CEN | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE BRAIN RESEARCH TOWER FOR THE PETER O'DONNELL JR. BRAIN INSTITUTE. | $250,000 | |
| TEATRO DALLAS | |||||||
| 1230 RIVER BEND DRIVE | DALLAS | TX | 75247 | PC | FOR LIGHTING AND SOUND THEATRICAL EQUIPMENT. | $50,000 | |
| TEXAS HEALTH RESOURCES | |||||||
| 612 E LAMAR BLVD SUITE 300 | ARLINGTON | TX | 76011 | PC | TOWARD A CAPITAL CAMPAIGN TO RENOVATE THE MARGOT PEROT CENTER AT TEXAS HEALTH PRESBYTERIAN HOSPITAL DALLAS. | $250,000 | |
| TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN | |||||||
| 2223 WELBORN STREET | DALLAS | TX | 75219 | PC | TO SUPPORT CAPITAL IMPROVEMENTS THE DALLAS HOSPITAL, AS PART OF THE BOUNDLESS CAMPAIGN | $250,000 | |
| TEXAS TRIBUNE | |||||||
| 919 CONGRESS AVENUE SIXTH FLOOR | AUSTIN | TX | 78701 | PC | FOR UPGRADED TECHNOLOGY TO ENHANCE IN-STUDIO, REMOTE, AND VIRTUAL PROGRAMMING. | $100,000 | |
| THE DALLAS OPERA | |||||||
| 2403 FLORA STREET SUITE 500 | DALLAS | TX | 75201 | PC | FOR UPDATED SUPERTITLE TECHNOLOGY. | $57,900 | |
| THE FAMILY PLACE | |||||||
| PO BOX 7999 | DALLAS | TX | 75209 | PC | TO SUPPORT RECONSTRUCTION EFFORTS AT THE SAFE CAMPUS. | $150,000 | |
| THE REAL ESTATE COUNCIL (TREC) COMMUNITY INVESTORS | |||||||
| 3100 MCKINNON STREET SUITE 1150 | DALLAS | TX | 75201 | PC | FOR NEW ADMINISTRATIVE SOFTWARE. | $50,000 | |
| THE STEWPOT | |||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | PC | TOWARD REPLACING TWO OUTDATED ELEVATORS. | $100,000 | |
| TOM LEA INSTITUTE | |||||||
| 300 E MAIN SUITE 205 | EL PASO | TX | 79901 | PC | TO CREATE A MOBILE WEBSITE FOR THE TEXAS PORTION OF THE TOM LEA TRAIL. | $50,000 | |
| TURTLE CREEK CHORALE | |||||||
| 3630 HARRY HINES BLVD 306 | DALLAS | TX | 75219 | PC | FOR TABLETS AND SOFTWARE TO SUPPORT A MOVE FROM PAPER SHEET MUSIC. | $33,000 | |
| UNITED TO LEARN | |||||||
| 5310 HARVEST HILL ROAD SUITE 190 | DALLAS | TX | 75230 | PC | FOR TECHNOLOGY, CAPITAL, AND PROGRAMMING EXPENSES FOR EXPANSION INTO DISD PARTNER SCHOOLS IN SOUTHERN DALLAS. | $50,000 | |
| UNITED WAY OF METROPOLITAN DALLAS | |||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | PC | FOR NEW HVAC AT THE DOWNTOWN HEADQUARTERS. | $120,000 | |
| UPLIFT EDUCATION | |||||||
| 3000 PEGASUS PARK DRIVE SUITE 1100 | DALLAS | TX | 75247 | PC | TOWARD CAPITAL ASPECTS OF THE "BOLDLY UPLIFT EDUCATION" CAPITAL CAMPAIGN. | $125,000 | |
| WHITE ROCK CENTER OF HOPE INC | |||||||
| 10021-A GARLAND ROAD | DALLAS | TX | 75218 | PC | TOWARD PARKING LOT AND PLUMBING REPAIRS. | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,625,250 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BONTON FARMS | ||||||
| 6911 BEXAR STREET | DALLAS | TX | 75215 | PC | TOWARD CAPITAL ASPECTS OF THE "PROJECT GAMECHANGER" CAMPAIGN. | $100,000 |
| CHILD POVERTY ACTION LAB (CPAL) | ||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | PC | TO DEVELOP OPEN-SOURCE DATA TOOLS TO BETTER INFORM AND INFLUENCE HOW PUBLIC RESOURCES ARE ALLOCATED. | $300,000 |
| CHILDREN'S MEDICAL CENTER OF DALLAS | ||||||
| 1935 MEDICAL DISTRICT DRIVE | DALLAS | TX | 75235 | PC | TOWARD A CAPITAL CAMPAIGN TO RENOVATE, EXPAND, AND MODERNIZE THE ER DEPT. AT THE DALLAS CAMPUS. | $375,000 |
| ENCORE PARK | ||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | PC | TOWARD A CAPITAL CAMPAIGN FOR PHASE 2 OF ENCORE PARK, TO INCLUDE RENOVATION OF THE 508 PARK AVENUE BUILDING. | $75,000 |
| FAIR PARK FIRST | ||||||
| 3809 GRAND AVENUE | DALLAS | TX | 75210 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE NEW COMMUNITY PARK. | $1,600,000 |
| FOREST FORWARD | ||||||
| 1610 S MALCOLM X BLVD | DALLAS | TX | 75226 | PC | TOWARD A CAPITAL CAMPAIGN TO REVITALIZE THE FOREST THEATER. | $150,000 |
| HABITAT FOR HUMANITY OF DENTON COUNTY | ||||||
| 1805 CORNELL LANE | DENTON | TX | 76201 | PC | TO SUPPORT CONSTRUCTION OF A 35-UNIT COMMUNITY IN DENTON (MATCHING CONDITIONS). | $50,000 |
| PROJECT TRANSFORMATION NATIONAL | ||||||
| 4024 CARUTH BLVD | DALLAS | TX | 75225 | PC | TOWARD UPDATED TECHNOLOGY. | $50,000 |
| RISE ADAPTIVE SPORTS | ||||||
| PO BOX 141122 | IRVING | TX | 75014 | PC | TOWARD EQUIPMENT FOR THE ADAPTIVE WATER SPORTS PROGRAM. | $34,700 |
| SOUTHERN METHODIST UNIVERSITY | ||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | PC | CAPITAL CAMPAIGN "CHANGING MINDS" | $312,500 |
| SOUTHWESTERN MEDICAL FOUNDATIONUNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CEN | ||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE BRAIN RESEARCH TOWER FOR THE PETER O'DONNELL JR. BRAIN INSTITUTE. | $750,000 |
| TEXAS HEALTH RESOURCES | ||||||
| 612 E LAMAR BLVD SUITE 300 | ARLINGTON | TX | 76011 | PC | TOWARD A CAPITAL CAMPAIGN TO RENOVATE THE MARGOT PEROT CENTER AT TEXAS HEALTH PRESBYTERIAN HOSPITAL DALLAS. | $500,000 |
| UPLIFT EDUCATION | ||||||
| 3000 PEGASUS PARK DRIVE SUITE 1100 | DALLAS | TX | 75247 | PC | TOWARD CAPITAL ASPECTS OF THE "BOLDLY UPLIFT EDUCATION" CAPITAL CAMPAIGN. | $125,000 |
| YMCA OF METROPOLITAN DALLAS | ||||||
| 601 N AKARD STREET | DALLAS | TX | 75201 | PC | TOWARD REVITALIZATION OF THE PARK SOUTH YMCA. | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,422,200 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,585,392 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,135,703 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $266,482 |
| SECTION 481(A) ADJUSTMENT | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,987,577 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,987,577 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,180 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,180 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $11,739,100 | EOYBookValueAmt |
| EOYFMV | $10,420,059 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $107,723,618 | EOYBookValueAmt |
| EOYFMV | $130,229,062 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,825,868 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,043,973 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $418 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $418 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SILVER COLLECTION - ESTHER HOBLITZELLE | $500 | $500 | $500 |
| PAINTINGS & ART OBJECTS | $16,500 | $16,500 | $16,500 |
| CAVALCADE OF TEXAS FILM | $1,479 | $1,479 | $1,479 |
| OTHER ASSETS | $1 | $1 | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $40,318 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,318 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $266,482 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $266,482 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $37,178 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNFUNDED PENSION OBLIGATION | Desc |
| BOY Book Value | $2,206,167 | BOYBookValueAmt |
| EOY Book Value | $2,041,623 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $693,951 | $693,951 | $0 |
| OTHER PROFESSIONAL FEES | $13,327 | $0 | $13,327 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $18,289 | $2,743 | $15,546 |
| FEDERAL EXCISE TAXES | $187,729 | $0 | $0 |
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