THE@SARAH AND ROSS PEROT JR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE@SARAH AND ROSS PEROT JR FOUNDATION (EIN 43-1964344)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-04
- IRS object ID
- 202103089349100215
- Schema version
- 2020v4.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T09:46:41-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800168836 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Petrus Trust Company LTA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 | 431964344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sarah and Ross Perot Jr Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 9725351900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J Y Robb III | PersonNm |
| Person Title | Asst. Secretary | PersonTitleTxt |
| Phone | 9725351900 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | J | PersonFirstNm |
| Person Last | Robb III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren A Berryman | PreparerPersonNm |
| PTIN | P01534750 | PTIN |
| Phone | 9725351900 | 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 |
| 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 | $20,678,123 | 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 | $11,708,677 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $258,639 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $258,639 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,331 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $67,331 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,495 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $178 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,037,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,171 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,676 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,229 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,382 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,058 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,229 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,227,787 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,227,787 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,266,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,229 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,232,537 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,770,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $324,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,186 | CashBOYAmt |
| Cash EOY | $263,548 | CashEOYAmt |
| Cash EOYFMV | $263,548 | CashEOYFMVAmt |
| Other Investments BOY | $2,931,828 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,144,260 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,414,575 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,018,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,407,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,678,123 | 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 | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,018,014 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,407,808 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,018,014 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,407,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,018,014 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,407,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,018,014 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,770,320 | ExcessRevenueOverExpensesAmt |
| Other Increases | $619,474 | OtherIncreasesAmt |
| Subtotal | $14,407,808 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,407,808 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PSTF K1 STCG | P | 2020-01-01 | 2020-12-31 | -$61 | -$61 |
| PSTF K1 LTCG | P | 2019-01-01 | 2020-12-31 | $226 | $226 |
| PDIV K1 STCG | P | 2020-01-01 | 2020-12-31 | $8,893 | $8,893 |
| PDIV K1 LTCG | P | 2019-01-01 | 2020-12-31 | $58,271 | $58,271 |
| PHC K1 LTCG | P | 2019-01-01 | 2020-12-31 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,331 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,517 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,517 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $2,447 | OverpaymentAmt |
| Applied To ES Tax | $2,447 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JY Robb III | IndividualWithBooksNm |
| Phone | 9725351930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Henry Ross Perot Jr | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee, Vice President/Tr | 0.00 | $0 | $0 | $0 |
| Sarah F Perot | ||||||||
| 2929 Carlisle Street Suite 370 | Dallas | TX | 75204 | Trustee, President/Sec. | 20.00 | $0 | $0 | $0 |
| Darcy Glen Anderson | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee | 0.00 | $0 | $0 | $0 |
| J Y Robb III | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee, Asst. Secretary | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $6,940,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $229,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,170,097 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,170,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,551 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,062,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $353,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $353,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,517 | TotalTaxAmt |
| Distributable Before Adj | $348,610 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $348,610 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $348,610 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,232,537 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,232,537 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,232,537 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,610 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,395,560 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,409,139 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,535,904 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,821,997 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,210,553 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,373,153 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,232,537 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $348,610 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $883,927 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,257,080 | 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 | $3,395,560 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,861,520 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,409,139 | ExcessFromYear4Amt |
| Excess From Year3 | $4,535,904 | ExcessFromYear3Amt |
| Excess From Year2 | $2,821,997 | ExcessFromYear2Amt |
| Excess From Year1 | $4,210,553 | ExcessFromYear1Amt |
| Excess From Current Year | $883,927 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Henry Ross Perot Jr | ContributingManagerNm |
| Contributing Manager | Sarah F Perot | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kristen Garcia | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Carlisle Street Suite 370 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2145282225 | RecipientPhoneNum |
| Form And Info And Materials | Please contact the named person above for details | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Please contact the named person above for details | SubmissionDeadlinesTxt |
| Restrictions On Awards | Please contact the named person above for details | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACE Scholarships | |||||||||||||
| PO Box 300129 | Denver | CO | 80203 | None | Public Charity | Educational Support | $10,000 | ||||||
| Andrew Jackson Foundation | |||||||||||||
| 4580 Rachels Lane | Nashville | TN | 37076 | None | Public Charity | Memorial that promotes the education of history of Andrew Jackson | $10,000 | ||||||
| BLoved Ethiopia | |||||||||||||
| 6608 Bryant Irvin Road | Fort Worth | TX | 76132 | None | Public Charity | Humanitarian | $1,000 | ||||||
| Blair House Restoration Fund | |||||||||||||
| PO Box 27208 | Washington | DC | 20038 | None | Public Charity | Provide support to maintain rooms, gardens and amenities of the Blair House | $1,350 | ||||||
| Communities Foundation | |||||||||||||
| 5500 Caruth Haven Lane | Dallas | TX | 752258146 | None | Public Charity | Humanitarian | $250,500 | ||||||
| Countryside Bible Church | |||||||||||||
| 250 Countryside Ct 4317 | Southlake | TX | 76092 | None | Public Charity | Religious support | $500 | ||||||
| Crystal Charity Ball | |||||||||||||
| 30 Highland Park Village Suite 206 | Dallas | TX | 75205 | None | Public Charity | Humanitarian | $25,000 | ||||||
| Dallas Museum of Art | |||||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for Museum Art programs | $10,000 | ||||||
| Dallas Police | |||||||||||||
| 1412 Griffin St E | Dallas | TX | 75215 | None | Public Charity | Support for Dallas Police Force | $31,552 | ||||||
| Dallas Symphony Orchestra | |||||||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support of the Arts | $12,500 | ||||||
| Friends of SMU Libraries | |||||||||||||
| 6414 Robert S Hyer Ln | Dallas | TX | 75205 | None | Public Charity | Educational Support | $5,000 | ||||||
| Gerald D Hines College of Architecture and Design | |||||||||||||
| PO Box 867 | Houston | TX | 770010867 | None | Public Charity | Educational Support | $5,000 | ||||||
| Holy Family Catholic Church | |||||||||||||
| 2323 Cheyenne St | Irving | TX | 75062 | None | Public Charity | Religious support | $250 | ||||||
| Highland Park Presbyterian Church | |||||||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Religious support | $52,500 | ||||||
| James Madison Council of the Library of Congress | |||||||||||||
| 101 Independence Avenue SE | Washington | DC | 205401400 | None | Public Charity | Educational Support | $25,000 | ||||||
| Living Water International | |||||||||||||
| 4001 Greenbriar Drive | Stafford | TX | 77477 | None | Public Charity | Help communities acquire clean water | $15,000 | ||||||
| Mission Arlington | |||||||||||||
| 210 W South Street | Arlington | TX | 76010 | None | Public Charity | Religious support | $5,000 | ||||||
| National Air and Space Society | |||||||||||||
| PO Box 92192 | Washington | DC | 20090 | None | Public Charity | Museum support | $20,000 | ||||||
| Avera Foundation | |||||||||||||
| PO Box 5045 | Sioux Falls | SD | 571175045 | None | Public Charity | Paul Nelson Hospital Fund | $10,000 | ||||||
| Perot Museum of Nature and Science | |||||||||||||
| 2201 N Field Street | Dallas | TX | 75201 | None | Public Charity | Provide education in math, science, and technology to the children of our future | $25,000 | ||||||
| Redeemer City to City | |||||||||||||
| 57 W 57th Street 4th Floor | New York City | NY | 10019 | None | Public Charity | Religious support | $41,878 | ||||||
| SMU | |||||||||||||
| PO Box 750356 | Dallas | TX | 752750356 | None | Public Charity | Educational Support | $54,000 | ||||||
| Sons of the Flag | |||||||||||||
| 8750 N Central Expressway Suite 510 | Dallas | TX | 75231 | None | Public Charity | Veteran support | $10,000 | ||||||
| Special Operations Warrior Foundation (SOWF) | |||||||||||||
| PO Box 89367 | Tampa | FL | 33689 | None | Public Charity | Veteran support | $14,464 | ||||||
| St Marks School of Texas | |||||||||||||
| 10600 Preston Road | Dallas | TX | 75230 | None | Public Charity | Educational Support | $25,000 | ||||||
| TACA | |||||||||||||
| One Arts Plaza 1722 Routh Street | Dallas | TX | 75201 | None | Public Charity | Support of the arts in North Texas | $10,000 | Suite 115 | |||||
| The Salvation Army DFWMC-TX | |||||||||||||
| PO Box 36006 | Dallas | TX | 75235 | None | Public Charity | Humanitarian | $500,000 | ||||||
| United Way | |||||||||||||
| 1800 N Lamar | Dallas | TX | 75202 | None | Public Charity | Humanitarian | $25,000 | ||||||
| USS Fort Worth Commissioning & Support Committee | |||||||||||||
| PO Box 246 | Fort Worth | TX | 76101 | None | Public Charity | Veteran support | $2,000 | ||||||
| UT Southwestern | |||||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | None | Public Charity | Medical Support | $500 | ||||||
| Visiting Nurse Association | |||||||||||||
| 1420 W Mockingbird Lane 700 | Dallas | TX | 75247 | None | Public Charity | Medical Support | $5,000 | ||||||
| Volunteer Now | |||||||||||||
| 2800 Live Oak Street | Dallas | TX | 75204 | None | Public Charity | Humanitarian | $5,000 | ||||||
| PCC of Englefield - St Marks Church | |||||||||||||
| None | Public Charity | Religious Support | $19,793 | Cranbury Road | Reading | Brighton | UK | RG7 5EN | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,227,787 | 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 | $23 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,639 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $67,331 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $328,488 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $328,488 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Henry Ross Perot Jr | ||||||
| 1 | 3000 Turtle Creek Blvd | Dallas | TX | 75219 | $11,501,963 | Yes (X) |
| SFP Inc | ||||||
| 2 | 5500 Preston Road Ste 365 | Dallas | TX | 75205 | $4,751 | Yes (X) |
| Sarah F Perot | ||||||
| 3 | 5500 Preston Road Ste 365 | Dallas | TX | 75205 | $201,963 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in Petrus Short Term Fund LP | AT COST | $12,147,609 | $12,121,331 |
| Investment in Petrus Dividend Basket, LP | AT COST | $1,677,794 | $2,801,019 |
| Investment in Petrus Holding Company, LLC | AT COST | $318,857 | $5,492,225 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Expense | $2,879 | $0 | $2,879 |
| Utility Expense | $343 | $0 | $343 |
| Nondeductible Expenses | $22,632 | $0 | $0 |
| Wage Expense | $1,528 | $0 | $1,528 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Tax Exempt Income | $2,317 | $0 | $2,317 |
| Other Portfolio Income-Petrus Short Term Fund, LP | $165 | $165 | $165 |
| Other Portfolio Income-Petrus Dividend Basket LP | $10 | $10 | $10 |
| Other Portfolio Income-Petrus Holding Company LP | $3 | $3 | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book Tax Differences | Desc |
| Amt | $619,474 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Income Tax | $10,447 | $0 | $0 |
| Foreign Tax-Petrus Dividend Basket LP | $1,229 | $1,229 | $0 |
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