STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION (EIN 47-0830375)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349102951
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T08:13:23-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751045245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHT & BRIGHT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470830375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN H DURHAM FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 2143630211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN H DURHAM | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN H | PersonFirstNm |
| Person Last | DURHAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | G Todd Bright | PreparerPersonNm |
| PTIN | P01251013 | PTIN |
| Phone | 2143630211 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,392,162 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,745 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,844,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,455,849 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,844,814 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $80,116 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,004,997 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,004,997 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,027,576 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,927,576 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $80,116 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $338,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $169,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $169,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,904 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,904 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $266,071 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $266,071 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $31,262 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,055 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,207 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $31,123 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $31,123 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,287 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25,287 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $711,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $474,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $237,617 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $686,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $686,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,398,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $474,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $924,437 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,629,109 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,453,546 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $80,116 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,268,117 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,039,248 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,039,248 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $772,271 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $154,397 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $772,271 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $772,271 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $240,635 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $232,468 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $232,468 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,611,120 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,042,674 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,432,379 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,591,138 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,174,465 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,451,342 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,600 | LandBldgEquipAccumDeprecAmt |
| Other Assets EOY | $464,454 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $464,454 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,865,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,725,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,392,162 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $5,832 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $735 | DeferredRevenueEOYAmt |
| Total Liabilities EOY | $6,567 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,865,407 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,719,013 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,865,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,719,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,865,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,725,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,865,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,629,109 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,563,224 | OtherIncreasesAmt |
| Subtotal | $28,057,740 | SubtotalAmt |
| Other Decreases | $2,338,727 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,719,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTIBUTIONS | P | 2012-12-31 | 2021-12-31 | $301 | $301 | $301 | |
| 20,200 ALTA EQUIPMENT GROUP INC COM | P | 2021-12-31 | 2021-01-06 | $207,043 | $483 | $483 | $206,560 |
| 5,500 TALEND SA CSH MRG | P | 2020-12-30 | 2021-02-03 | $274,993 | $79,633 | $79,633 | $195,360 |
| 13,900 SELECT INTERIOR CONCEPTS INC CSH MRG | P | 2018-02-28 | 2021-08-09 | $198,350 | $18,825 | $18,825 | $179,525 |
| 924.349 VERSUS CAPITAL MULTI-MANAGER REAL EST | P | 2015-09-16 | 2021-01-22 | $25,068 | $3,395 | $3,395 | $21,673 |
| CSMC M/BKD 2006-8 CMO | P | 2012-12-31 | 2021-06-30 | $13 | $13 | ||
| FED NATIONAL MTG ASSN MBS | P | 2012-12-31 | 2021-12-31 | $7,904 | $7,904 | ||
| CART.COM INC | P | 2019-12-31 | 2021-12-31 | $1,742,177 | $1,742,177 | $1,742,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,844,814 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $80,116 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $75,804 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $75,804 | SubtotalAmt |
| Tax Based On Investment Income | $75,804 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $162 | EsPenaltyAmt |
| Tax Due | $75,966 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHT AND BRIGHT LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143630211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEPHEN H DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/PRESIDENT | 25.00 | $198,000 |
| BARBARA DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/SECRETARY | 1.00 | $35,000 |
| CHARLES WILLIAM DURHAM II | ||||||
| 7291 WILLIAMSON ROAD | DALLAS | TX | 75214 | Director | 1.00 | $35,000 |
| JULIE DURHAM RADO | ||||||
| 4616 STANFORD | DALLAS | TX | 75209 | Director | 1.00 | $35,000 |
| PETER HENNINGSON DURHAM | ||||||
| 181 FAIRMONT ST | SAN FRANCISCO | CA | 94131 | Director | 1.00 | $35,000 |
| G TODD BRIGHT | ||||||
| 5944 LUTHER LANE STE 600 | DALLAS | TX | 75225 | Treasurer | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,570,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,470,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,469,193 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,510,498 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $28,510,498 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $427,657 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,082,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,404,142 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,404,142 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,804 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $75,804 | TotalTaxAmt |
| Distributable Before Adj | $1,328,338 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,328,338 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,328,338 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $924,437 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $924,437 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,328,338 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $836,792 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $836,792 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $924,437 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $924,437 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $403,901 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $403,901 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $432,891 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $432,891 | ExcessDistriCyovFromYr5Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WWWDURHAMFAMILYFOUNDATIONORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143630211 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE ONLINE @ (SEE ABOVE WEBSITE) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 15, MAY 15, AUGUST 15, AND NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIORITY IS GIVEN TO AGENCIES IN DALLAS-FORT WORTH,TX, NORTHERN CALIFORNA, AND OMAHA, NEBRASKA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SCHEDULE OF DONEERECIP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL ENDOWMENT | GrantOrContributionPurposeTxt |
| Amt | $686,820 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $686,820 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,745 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,972,406 | ExclusionAmt |
| Related Or Exempt Function Incm | $32,591 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,844,814 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,050,151 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,877,425 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,927,576 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHARLES W DURHAM CHARITABLE LEAD TR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8805 INDIAN HILLS DRIVE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $19,904 | Amt |
| Net Investment Income | $19,904 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $22,600 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $22,600 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITHDRAWALS RECEIVABLE | Desc |
| EOY Book Value | $464,454 | EOYBookValueAmt |
| EOYFMV | $464,454 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $2,465 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| COMPUTER/SOFTWARE EXPENSES | $7,084 | $7,084 |
| DEPLETION | $10,094 | $10,094 |
| DUES AND SUBSCRIPTIONS | $3,900 | $3,900 |
| K-1 EXPENSES | $1,080 | $1,080 |
| MEALS AND ENTERTAINMENT | $330 | $330 |
| MISCELLANEOUS | $1 | $1 |
| TRAVEL | $2,798 | $2,798 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $4,004,997 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCES | $3,617 |
| NONDIVIDEND DISTRIBUTIONS | $1,964 |
| TAX EXEMPT INCOME | $108,522 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $29,000 | $29,000 | $0 | $0 |
| MANAGEMENT FEES-BIRNHAM WOOD | $224,254 | $224,254 | $0 | $0 |
| MANAGEMENT FEES-REVERE | $12,817 | $12,817 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON 2020 NET INVESTMENT INCOME | $6,848 | $6,848 | |
| PAYROLL TAXES AND EXPENSES | $24,414 | $12,207 | $12,207 |