BETA

THORNTON FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THORNTON FAMILY FOUNDATION (EIN 85-1073773)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-11
IRS object ID
202233159349102858
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)
Return2022-11-11T15:51:41-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752873095PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TOLLESON PRIVATE WEALTH MANAGEMENT LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15500 PRESTON ROAD SUITE 250AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75205ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN851073773EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THORNTON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHORBusinessNameControlTxt
Phone2142523250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15500 PRESTON ROAD 250AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOE B THORNTOR JRPersonNm
Person TitlePRESIDENT, TREASURER, AND DIRECTORPersonTitleTxt
Phone2142523250PhoneNum
Signature2022-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOEPersonFirstNm
Person LastTHORNTOR JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSRIRAM SRINIVASANPreparerPersonNm
PTINP00654717PTIN
Phone2142523250PhoneNum

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$1,961,827FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$159,792ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$43,371DividendsRevAndExpnssAmt
Dividends Net Invst Incm$43,371DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$854,808NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,605,055GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$854,808CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,057,971TotalRevAndExpnssAmt
Total Net Invst Incm$898,179TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,850AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$39,057OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,420OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$27,637OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$24,357TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,625TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$66,264TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,895TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$27,637TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$160,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$226,264TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,895TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$187,637TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$831,707ExcessRevenueOverExpensesAmt
Net Investment Income$882,284NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$35,584SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$106,342SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$106,342SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,545AcctRcvblAmt
Acct Rcvbl BOY$709AcctRcvblBOYAmt
Acct Rcvbl EOY$1,545AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,545AcctRcvblEOYFMVAmt
Corporate Stock BOY$952,827CorporateStockBOYAmt
Corporate Stock EOY$1,712,940CorporateStockEOYAmt
Corporate Stock EOYFMV$1,853,940CorporateStockEOYFMVAmt
Total Assets BOY$989,120TotalAssetsBOYAmt
Total Assets EOY$1,820,827TotalAssetsEOYAmt
Total Assets EOYFMV$1,961,827TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$989,120RetainedEarningBOYAmt
Retained Earning EOY$1,820,827RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$989,120TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,820,827TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$989,120TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,820,827TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$989,120TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$831,707ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,820,827SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,820,827TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PERSHING APERIO STP$307,361$321,768-$14,407-$14,407
PERSHING APERIO LTP$37$31$6$6
PERSHING TRANSITIONP$1,000,545$159,792$840,753$840,753
PERSHING INVESTMENT -1883P$264,290$268,133-$3,843-$3,843
PERSHING APERIOP$856$523$333$333
CAPITAL GAINS DIVIDENDSP$31,966$31,966$31,966
FieldValueIRS element (for citing)
Capital Gain Net Income$854,808CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,264InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,264SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,264TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,500TotalPaymentsAndCreditsAmt
Es Penalty$126EsPenaltyAmt
Overpayment$3,110OverpaymentAmt
Applied To ES Tax$3,110AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOE B THORNTON JRIndividualWithBooksNm
Phone2142523250PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15500 PRESTON RD SUITE 250AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75205ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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
JOE B THORNTON JR
5500 PRESTON ROAD SUITE 250DALLASTX75205PRESIDENT, TREASURER, AND DIRECTOR0.00$0$0$0
TERRI B THORNTON
5500 PRESTON ROAD SUITE 250DALLASTX75205VICE PRESIDENT, SECRETARY, AND DIRECTO0.00$0$0$0
RICHARD C THORNTON
5500 PRESTON ROAD SUITE 250DALLASTX75205DIRECTOR0.00$0$0$0
KATELYN T SHUFORD
5500 PRESTON ROAD SUITE 250DALLASTX75205DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
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$1,762,019AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$72,038AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,834,057TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,834,057AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,511CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,806,546NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,327MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$90,327MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,264TaxBasedOnInvestmentIncomeAmt
Total Tax$12,264TotalTaxAmt
Distributable Before Adj$78,063DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$78,063DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$78,063DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$187,637ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$187,637QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$78,063DistributableAsAdjustedAmt
Undistributed Income PY$1,722UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$187,637QualifyingDistributionsAmt
Applied To Year1$1,722AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$78,063AppliedToCurrentYearAmt
Remaining Distri From Corpus$107,852RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$107,852TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$107,852ExcessDistriCyovToNextYrAmt
Excess From Current Year$107,852ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOE B THORNTON JRContributingManagerNm
Contributing ManagerTERRI B THORNTONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CAFE MOMENTUM
1510 PACIFIC AVEDALLASTX75201OPERATIONAL EXPENSES$10,000
BABY2BABY
5830 W JEFFERSON BLVDLOS ANGELESCA90016OPERATIONAL EXPENSES$10,000
FEED MY STARVING CHILDREN
401 93RD AVENUE NWCOON RAPIDSMN55433OPERATIONAL EXPENSES$10,000
THRIVE WOMEN'S CLINIC
6500 GREENVILLE AVENUE SUITE 600DALLASTX75206OPERATIONAL EXPENSES$10,000
OUR CALLING
PO BOX 140428DALLASTX75214OPERATIONAL EXPENSES$5,000
AUSTIN STREET CENTER
PO BOX 710729DALLASTX75271OPERATIONAL EXPENSES$5,000
BIBLE PROJECT
PO BOX 14278PORTLANDOR97293OPERATIONAL EXPENSES$2,500
BONTON FARMS
6911 BEXAR STDALLASTX75215OPERATIONAL EXPENSES$10,000
HOPE SUPPLY CO
10480 SHADY TRAIL SUITE 104DALLASTX75220OPERATIONAL EXPENSES$5,000
THE SENIOR SOURCE
3910 HARRY HINES BLVDDALLASTX75219OPERATIONAL EXPENSES$5,000
EAST WEST MINISTRIES
2001 WEST PLANO PARKWAY SUITE 3000PLANOTX75075OPERATIONAL EXPENSES$7,500
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063OPERATIONAL EXPENSES$10,000
IRC IN DALLAS
6500 GREENVILLE AVENUE SUITE 500DALLASTX75206OPERATIONAL EXPENSES$15,000DALLAS TX 75206
DFW REFUGEE OUTREACH SERVICES
7923 BANYAN WAYIRVINGTX75063OPERATIONAL EXPENSES$5,000
CONVOY OF HOPE
PO BOX 1125SPRINGFIELDMO65801OPERATIONAL EXPENSES$10,000
TEXAS VALUES
900 CONGRESS AVE SUITE L115AUSTINTX78701OPERATIONAL EXPENSES$10,000
CLEAN AIR TASK FORCE
114 STATE STREET 6TH FLOORBOSTONMA02109OPERATIONAL EXPENSES$10,000
FOOD FOR THE SOUL
PO BOX 134KELLERTX76244OPERATIONAL EXPENSES$5,000
EAST WEST MINISTRIES
2001 WEST PLANO PARKWAY SUITE 3000PLANOTX75075OPERATIONAL EXPENSES$5,000
INTERFAITH FAMILY SERVICES
1651 MATILDA STREETDALLASTX75206OPERATIONAL EXPENSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$160,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43,371ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$854,808ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$898,179ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$898,179TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
JODY THORNTON
15500 PRESTON ROAD SUITE 250DALLASTX75205$79,896Yes (X)
TERRI B THORNTON
25500 PRESTON ROAD SUITE 250DALLASTX75205$79,896Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1JONES LANG LASALLE STOCK 2795 SH$500,0812021-03-01
2JONES LANG LASALLE STOCK 2795 SH$500,0812021-03-01

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,850Amt
Net Investment Income$2,850NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PERSHING INVESTMENT$971,262$942,087
PERSHING APERIO$741,678$911,853

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE$10,935$10,935$0
CHARITABLE ADMINISTRATION FEES$27,637$0$27,637
ADR FEES$485$485$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
JOE B THORNTON JR
5500 PRESTON ROAD SUITE 250DALLASTX75205
TERRI B THORNTON
5500 PRESTON ROAD SUITE 250DALLASTX75205

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,625$1,625$0
FEDERAL TAX PAYMENTS$22,732$0$0

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