RAY H MARR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RAY H MARR FOUNDATION (EIN 26-3172622)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-07
- IRS object ID
- 202102509349101105
- Schema version
- 2020v4.0
- 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
- Depreciation 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 | 2021-09-07T14:15:57-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 5944 LUTHER LN STE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263172622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAY H MARR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAYH | BusinessNameControlTxt |
| Phone | 2147489614 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 N ST PAUL 2500 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAY H MARR | PersonNm |
| Person Title | BOARD CHAIRMAN | PersonTitleTxt |
| Signature | 2021-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RAY H | PersonFirstNm |
| Person Last | MARR | 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 | 2020 | 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 | $25,053,318 | 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 | $43,097 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43,097 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $43,097 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $641,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $641,995 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $641,995 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,000,075 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $355,664 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $355,664 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,031,533 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,040,756 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $685,092 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $890,004 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $712,003 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $178,001 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $71,050 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $56,840 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,210 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $69,371 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,371 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $116,476 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $105,247 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,229 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $414 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $95,628 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $76,502 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,126 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $261,564 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $135,815 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125,749 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,504,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,155,778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $348,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $632,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $632,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,137,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,155,778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $980,815 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,105,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $685,092 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $390,260 | CashBOYAmt |
| Cash EOY | $226,167 | CashEOYAmt |
| Cash EOYFMV | $226,167 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,425,712 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,488,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,488,424 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,890 | AcctRcvblAmt |
| Acct Rcvbl BOY | $24,724 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,890 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,890 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,374,067 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $374,814 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $376,289 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,597,963 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,597,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,876,501 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $105 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $105 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $105 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,899 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $414 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $2,485 | LandEOYAmt |
| Land EOYFMV | $2,485 | LandEOYFMVAmt |
| Other Assets BOY | $1,081,457 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,081,457 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,081,457 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,894,288 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,773,067 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,053,318 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $23,893,288 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,772,067 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,894,288 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,773,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,894,288 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,773,067 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,894,288 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,105,474 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,309 | OtherIncreasesAmt |
| Subtotal | $22,800,123 | SubtotalAmt |
| Other Decreases | $27,056 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,773,067 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,000,000 US TSY | P | 2012-12-31 | 2020-12-31 | $1,000,000 | $1,009,214 | -$9,214 | -$9,214 |
| ISHARES US AEROSPACE CASH IN LIEU | P | 2017-01-13 | 2020-12-10 | $75 | $84 | -$9 | -$9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,223 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 | RAY H MARR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2147489614 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 N ST PAUL SUITE 2500 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RAY H MARR | ||||||
| 325 N ST PAUL ST 2500 | DALLAS | TX | 75201 | BOARD CHAIRMAN | 40.00 | $0 |
| DOUGLAS W BONNER | ||||||
| 325 N ST PAUL ST 2500 | DALLAS | TX | 75201 | President | 40.00 | $324,996 |
| G TODD BRIGHT | ||||||
| 5944 LUTHER LANE 600 | DALLAS | TX | 75225 | Director | 0.00 | $0 |
| PHYLLIS WEIR | ||||||
| 325 N ST PAUL ST 2500 | DALLAS | TX | 75201 | Secretary | 40.00 | $150,000 |
| JUDITH ELDER | ||||||
| 325 N ST PAUL ST 2500 | DALLAS | TX | 75225 | Director/Treas | 40.00 | $150,000 |
| CONNIE MORRIS | ||||||
| 325 N ST PAUL ST 2500 | Dallas | TX | 75201 | Director | 40.00 | $140,004 |
| ADAM REED | ||||||
| 325 N ST PAUL ST 2500 | Dallas | TX | 75201 | EXEC VP | 40.00 | $125,004 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,620,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,338,727 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,959,683 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $24,959,683 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $374,395 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,585,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,229,264 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,229,264 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $1,229,264 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,229,264 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,229,264 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $980,815 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $980,815 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $980,815 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,229,264 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $630,154 | UndistributedIncomePYAmt |
| Qualifying Distributions | $980,815 | QualifyingDistributionsAmt |
| Applied To Year1 | $630,154 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $350,661 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $878,603 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAY H MARR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE WINSTON SCHOOL | |||||||
| 5707 ROYAL LANE | DALLAS | TX | 75229 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $50,000 |
| SMU - LYLE SCHOOL OF ENGINEERING | |||||||
| P O BOX 750339 | DALLAS | TX | 75275 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $100,000 |
| BUCKNER FOUNDATION | |||||||
| 600 N PEARL STREET SUITE 2000 | DALLAS | TX | 75201 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $5,000 |
| CLAYTON DABNEY FOUNDATION | |||||||
| 6500 GREENVILLE AVE SUITE 342 | DALLAS | TX | 75206 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $2,500 |
| SMU - ISEM | |||||||
| 3225 DANIEL AVE | DALLAS | TX | 75275 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $10,000 |
| CHASE'S PLACE SCHOLARSHIP FUND | |||||||
| 620 N COIT RD STE 2176 | RICHARDSON | TX | 75080 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $2,500 |
| HEROS FOR CHILDREN | |||||||
| 1701 GATEWAY BLVD STE 410 | RICHARDSON | TX | 75080 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $2,500 |
| CHALLENGE AIR INC | |||||||
| 8001 LEMMON AVE SUITE 280 | DALLAS | TX | 75209 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $2,500 |
| LENA POPE ORGANIZATION | |||||||
| 3131 SANGUINET STREET | FORT WORTH | TX | 76107 | NONE | N/A | GENERAL SUPPORT CONTRIBUTION | $2,500 |
| BSA CIRCLE TEN COUNCIL | |||||||
| 8605 HARRY HINES BLVD | DALLAS | TX | 75235 | NONE | GENERAL SUPPORT CONTRIBUTION | $10,000 | |
| DALLAS SYMPHONY ORCHESTRA | |||||||
| 2301 FLORA ST | DALLAS | TX | 75201 | NONE | GENERAL SUPPORT CONTRIBUTION | $25,000 | |
| AZLEWAY INC | |||||||
| 2004 TX-360 FRONTAGE RD | GRAND PRAIRIE | TX | 75050 | NONE | GENERAL SUPPORT CONTRIBUTION | $30,000 | |
| BSW DALLAS FOUNDATION | |||||||
| 3600 GASTON AVENUE SUITE 100 | DALLAS | TX | 75246 | NONE | GENERAL SUPPORT CONTRIBUTION | $25,000 | |
| TEXAS SCOTTISH RITE HOSPITAL | |||||||
| 2222 WELBORN ST | DALLAS | TX | 75219 | NONE | GENERAL SUPPORT CONTRIBUTION | $25,000 | |
| THE DALLAS OPERA | |||||||
| 2403 FLORA ST | DALLAS | TX | 75201 | NONE | GENERAL SUPPORT CONTRIBUTION | $25,000 | |
| SMU - DEANS FUND | |||||||
| 3225 UNIVERSITY BLVD 2ND FL | DALLAS | TX | 75205 | NONE | GENERAL SUPPORT CONTRIBUTION | $10,000 | |
| SMU - MACHINE SHOP | |||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | NONE | GENERAL SUPPORT CONTRIBUTION | $5,000 | |
| TYLER ISD FOUNDATION | |||||||
| 807 W GLENWOOD BLVD | TYLER | TX | 75701 | NONE | GENERAL SUPPORT CONTRIBUTION | $50,000 | |
| RICHARDSON ISD FOUNDATION | |||||||
| 400 S GREENVILLE AVE SUITE 101 | RICHARDSON | TX | 75081 | NONE | GENERAL SUPPORT CONTRIBUTION | $50,000 | |
| MIKEROWEWORKS FOUNDATION | |||||||
| 10960 WILSHIRE BLVD 5TH FLOOR | LOS ANGELES | CA | 90024 | NONE | GENERAL SUPPORT CONTRIBUTION | $50,000 | |
| COLLIN COLLEGE | |||||||
| 2200 W UNIVERSITY DR | MCKINNEY | TX | 75071 | NONE | GENERAL SUPPORT CONTRIBUTION | $50,000 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 6101 BISHOP BLVD | DALLAS | TX | 75205 | NONE | GENERAL SUPPORT CONTRIBUTION | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $632,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,097 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $641,995 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$9,223 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTY INCOME | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $355,664 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,040,756 | ExclusionAmt |
| Related Or Exempt Function Incm | -$9,223 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,031,533 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GENERAL OFFICE EQUIPMENT | PropertyDesc |
| Acquired | 2020-06-30 | AcquiredDt |
| Cost Or Other Basis | $2,899 | CostOrOtherBasisAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Rt | 0.1429 | Rt |
| Current Year Expense | $414 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $2,485 | |||
| Machinery and Equipment | $2,899 | $414 | $2,485 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| EOYFMVEOYFMVAmt | DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|---|
| $1,081,457 | |||
| Net Intangible Assets | $1,081,457 | $1,081,457 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO ROYALTIES | Desc |
| Amt | $27,056 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GENERAL OFFICE EXPENSES | $81,499 | $81,499 | |
| INSURANCE | $204,659 | $40,932 | $163,727 |
| NONEXPENDABLE COSTS | $3,318 | $3,318 | |
| OVERHEAD REIMBURSEMENT | -$27,912 | -$27,912 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $355,664 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $355,664 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADDITIONAL CONTRIBUTION FROM RAY MARR | Desc |
| Amt | $11,309 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $69,371 | Amt |
| Net Investment Income | $69,371 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AD VALORUM AND OTHER TAXES | $14,109 | $14,109 | |
| PAYROLL TAXES | $56,144 | $44,915 | $11,229 |
| PRODUCTION TAXES | $46,223 | $46,223 |
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