WORRALL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WORRALL FOUNDATION (EIN 75-2886782)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-24
- IRS object ID
- 202541759349100114
- Schema version
- 2024v5.2
- 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 Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-24T11:04:19-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455494185 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESROCHES PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 GESSNER RD STE 350 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752886782 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORRALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WORR | BusinessNameControlTxt |
| Phone | 2148024344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6704 VELASCO | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN M WORRALL | PersonNm |
| Person Title | MEMBER | PersonTitleTxt |
| Phone | 2148024344 | PhoneNum |
| Signature | 2025-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A DEYOUNG IV | PreparerPersonNm |
| PTIN | P01430253 | PTIN |
| Phone | 7133600800 | PhoneNum |
| Preparation | 2025-06-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $177,353 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,482 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,482 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,482 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,008 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,493 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,485 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,928 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,928 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,295 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,295 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $193 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,416 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,687 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,687 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,687 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,077 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,485 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,030 | CashBOYAmt |
| Cash EOY | $5,887 | CashEOYAmt |
| Cash EOYFMV | $5,887 | CashEOYFMVAmt |
| Corporate Stock BOY | $113,993 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,426 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $171,466 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $120,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $177,353 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | -$100 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $120,023 | RetainedEarningBOYAmt |
| Retained Earning EOY | $127,413 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $127,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,390 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $127,413 | SubtotalAmt |
| Other Decreases | $100 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $127,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY 116596 - SHORT TERM TRANSACTIONS | P | 2023-03-07 | 2024-12-31 | $9,943 | $8,297 | $1,646 | $1,646 |
| MORGAN STANLEY 116596 - LONG TERM TRANSACTIONS | P | 2012-08-07 | 2024-12-31 | $49,963 | $37,823 | $12,140 | $12,140 |
| MORGAN STANLEY 116596 - SHORT TERM TRANSACTIONS | P | 2023-01-01 | 2024-12-31 | $11,033 | $1,822 | $9,211 | $9,211 |
| MORGAN STANLEY 116596 - LONG TERM TRANSACTIONS | P | 2024-01-01 | 2024-12-31 | $88 | $88 | $88 | |
| CAPITAL GAINS DIVIDENDS | P | $2,923 | $2,923 | $2,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,008 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,734 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $321 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $321 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $321 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $321 | TaxDueAmt |
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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JAN WORRALL | IndividualWithBooksNm |
| Phone | 2148024344 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6704 VELASCO | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75214 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| GERALD WORRALL III | ||||||||
| 6704 VELASCO AVE | DALLAS | TX | 75214 | PRES./DIR. | 0.00 | $0 | $0 | $0 |
| JAN M WORRALL | ||||||||
| 6704 VELASCO AVE | DALLAS | TX | 75214 | TREAS./DIR. | 1.00 | $0 | $0 | $0 |
| LANE H WORRALL | ||||||||
| 6117 SARATOGA CIR | DALLAS | TX | 75214 | SEC./DIR. | 0.00 | $0 | $0 | $0 |
| MARSHALL R WORRALL | ||||||||
| 9264 CLIFFMERE DR | DALLAS | TX | 75238 | DIR. | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $117,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,534 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $123,054 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $123,054 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $121,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $321 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $321 | TotalTaxAmt |
| Distributable Before Adj | $5,739 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,739 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,739 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,687 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,687 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,739 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,218 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,706 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,853 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,808 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,291 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $74,876 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,687 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,739 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,948 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $84,824 | 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 | $13,218 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $71,606 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,706 | ExcessFromYear4Amt |
| Excess From Year3 | $18,853 | ExcessFromYear3Amt |
| Excess From Year2 | $12,808 | ExcessFromYear2Amt |
| Excess From Year1 | $18,291 | ExcessFromYear1Amt |
| Excess From Current Year | $9,948 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CIRCLE 10 COUNCIL-FRIENDS OF SCOUTING | |||||||
| 8605 HARRY HINES BLVD | DALLAS | TX | 75235 | PC | DONATION | $500 | |
| COMMUNITY PARTNERS OF DALLAS | |||||||
| 7950 ELMBROOK DR | DALLAS | TX | 75247 | PC | DONATION | $1,400 | |
| DALLAS ARBORETUM AND BOTANICAL SOCIETY | |||||||
| PO BOX 650002 | DALLAS | TX | 75265 | PC | DONATION | $3,840 | |
| DALLAS CASA | |||||||
| 2757 SWISS AVENUE | DALLAS | TX | 75204 | PC | DONATION | $103 | |
| DALLAS WOMAN'S CLUB FOUNDATION | |||||||
| 7000 PARK LANE | DALLAS | TX | 75225 | PC | DONATION | $200 | |
| DAUGHTERS OF THE AMERICAN REVOLUTION JANE DOUGLAS CHAPTER | |||||||
| PO BOX 38324 | DALLAS | TX | 75238 | PC | DONATION | $1,201 | |
| FERGUSON ROAD INITIATIVE | |||||||
| PO BOX 570417 | DALLAS | TX | 75357 | PC | DONATION | $100 | |
| GREATER DALLAS CHORAL SOCIETY | |||||||
| 11211 PRESTON ROAD | DALLAS | TX | 75230 | PC | DONATION | $1,600 | |
| GREENHILL SCHOOL | |||||||
| 4141 SPRING VALLEY ROAD | ADDISON | TX | 75001 | PC | DONATION | $100 | |
| HIGHLAND PARK HIGH SCHOOL | |||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75205 | PC | DONATION | $200 | |
| JUNIOR LEAGUE OF DALLAS | |||||||
| 8003 INWOOD ROAD | DALLAS | TX | 75209 | PC | DONATION | $1,000 | |
| KIMBALL MUSEUM OF ART | |||||||
| 3333 CAMP BOWIE BLVD | FORTH WORTH | TX | 76107 | PC | DONATION | $120 | |
| RIDGEWOOD PARK UNITED METHODIST CHURCH | |||||||
| 6445 E LOVERS LANE | DALLAS | TX | 75214 | PC | DONATION | $100 | |
| ROTARY CLUB OF DALLAS-FOUNDATION | |||||||
| PO BOX 601616 | DALLAS | TX | 75360 | PC | DONATION | $1,220 | |
| THE JEWISH FOUNDATION OF GREATER DALLAS | |||||||
| 7800 NORTHAVEN RD | DALLAS | TX | 75230 | PC | DONATION | $100 | |
| UNITED CHURCH OF THE SAN JUANS | |||||||
| PO BOX 295 | RIDGEWAY | CO | 81432 | PC | DONATION | $100 | |
| WHITE ROCK YMCA | |||||||
| 7112 GASTON AVE | DALLAS | TX | 75214 | PC | DONATION | $1,100 | |
| WILKINSON CENTER | |||||||
| 8344 E RL THORNTON FREEWAY SUITE | DALLAS | TX | 75228 | PC | DONATION | $1,130 | 235 |
| WINSTON SCHOOL | |||||||
| 5707 ROYAL LANE | DALLAS | TX | 75229 | PC | DONATION | $100 | |
| WOODROW ALUMNI ASSOCIATION | |||||||
| PO BOX 141146 | DALLAS | TX | 75214 | PC | DONATION | $100 | |
| WOODROW WILSON HS COMMUNITY FOUND | |||||||
| PO BOX 140062 | DALLAS | TX | 75214 | PC | DONATION | $1,100 | |
| WREATHS ACROSS AMERICA | |||||||
| PO BOX 249 | COLUMBIA FALLS | ME | 04623 | PC | DONATION | $170 | |
| RARE SISTERS SARVADA | |||||||
| PO BOX 746561 | ARVADA | CO | 80006 | PC | DONATION | $103 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,687 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,482 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,008 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,493 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,493 | 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 | $2,928 | Amt |
| Net Investment Income | $2,928 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $121,426 | EOYBookValueAmt |
| EOYFMV | $171,466 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $100 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $2,295 | Amt |
| Net Investment Income | $2,295 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL INCOME TAX | $156 | $156 | $0 | $0 |
| FOREIGN TAXES | $37 | $37 | $0 | $0 |
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