HILLCREST FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HILLCREST FOUNDATION (EIN 75-6007565)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-03-25
- IRS object ID
- 202110849349100311
- Schema version
- 2019v5.2
- 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
- Compensation Explanation
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-25T11:44:38-05:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756007565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLCREST FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BANK OF AMERICA NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 8003577094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 831041 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75283 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NINA BEHAN BANK OF AMERICA NA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8003577094 | PhoneNum |
| Signature | 2021-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKE | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $150,601,567 | 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 |
| Dividends Rev And Expnss | $3,283,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,188,047 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,925,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,147,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,925,138 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,389 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $389 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,223,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,113,574 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $510,543 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $306,326 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $204,217 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $27,878 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $27,878 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,035 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,821 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,214 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $244,493 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $209,493 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,444 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $63,444 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $425,388 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,279 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $389,109 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,339,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $650,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $679,418 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,177,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,177,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,516,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $650,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,856,418 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,293,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,463,211 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,593,670 | CashBOYAmt |
| Cash EOY | $5,274,127 | CashEOYAmt |
| Cash EOYFMV | $5,274,127 | CashEOYFMVAmt |
| Other Investments BOY | $125,222,155 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $121,846,040 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $145,327,440 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $130,815,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,120,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $150,601,567 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $130,315,825 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $126,620,167 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $500,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $500,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,815,825 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,120,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,815,825 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $127,120,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,815,825 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,293,006 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $127,522,819 | SubtotalAmt |
| Other Decreases | $402,652 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $127,120,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN/LOSS | P | $53,485,976 | $52,132,049 | $1,353,927 | $1,353,927 |
| CAPITAL GAINS DIVIDENDS | P | $268,714 | $268,714 | $268,714 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND | P | $392,601 | $392,601 | $392,601 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND | P | $90,104 | -$90,104 | -$90,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,925,138 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,533,109 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $152,421,132 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049423 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,546,082 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $154,491,829 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042372 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,003,165 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $142,728,802 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049066 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,183,213 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $141,964,944 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050598 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,196,367 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $145,980,435 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042447 | DistributionYr5Rt |
| Total Distribution | 0.233906 | TotalDistributionRt |
| Average Distribution | 0.046781 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $153,315,484 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,172,252 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $44,632 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,216,884 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,856,418 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $44,632 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,632 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,632 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $118,611 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $118,611 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $73,979 | OverpaymentAmt |
| Applied To ES Tax | $73,979 | 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 | FIDUCIARY TAX SERVICES | IndividualWithBooksNm |
| Phone | 8003577094 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MAIN ST 9TH FLOOR | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752833735 | 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 | Yes (1) | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | ||||||||
| PO BOX 831041 | DALLAS | TX | 75283 | CORP-TRUSTEE | 1.00 | $510,543 | $0 | $0 |
| WW CARUTH III | ||||||||
| PO BOX 831041 | DALLAS | TX | 75283 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| D HAROLD BYRD III | ||||||||
| PO BOX 831041 | DALLAS | TX | 75283 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| SANDRA ESTESS | ||||||||
| PO BOX 831041 | DALLAS | TX | 75283 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALAN J PERKINS | ||||||||
| PO BOX 831041 | DALLAS | TX | 75283 | CO-TRUSTEE | 1.00 | $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 | $145,151,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,355,679 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,142,947 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $155,650,238 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $155,650,238 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,334,754 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $153,315,484 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,665,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,665,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,632 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,632 | TotalTaxAmt |
| Distributable Before Adj | $7,621,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,636,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,636,142 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,856,418 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,856,418 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $44,632 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,811,786 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,636,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,473,958 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,856,418 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,473,958 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $382,460 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,253,682 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BANK OF AMERICA PHILANTHROPIC SOLUT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MAIN ST 16TH FLOOR | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752023738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2142092396 | RecipientPhoneNum |
| Recipient Email Address | TX.PHILANTHROPIC@BANKOFAMERICA.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLY ONLINE AT WWW.BANKOFAMERICA.COM/PHILANTHROPIC/SEARCH-FOR-GRANTS. REQUIRED INFORMATION INCLUDES STATING HISTORY AND GENERAL PURPOSE OF ORGANIZATION WITH A COPY OF INTERNAL REVENUE SERVICE EXEMPTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 28, JULY 31, AND NOVEMBER 30. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS BUST BE LOCATED IN THE STATE OF TEXAS AND THE PURPOSE OF THE GRANT MUST BE FOR RELIEF OF POVERTY OR FURTHERANCE OF EDUCATION OR HEALTH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A CHRISTIAN FOOD PANTRY | |||||||
| 1116 DOBIE DRIVE | PLANO | TX | 75074 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| ABILITY CONNECTION TEXAS | |||||||
| 8802 HARRY HINES BLVD | DALLAS | TX | 75235 | PC | CAPITAL IMPROVEMENTS | $50,000 | |
| AFTER-SCHOOL ALL-STARS NORTH TEXAS | |||||||
| 2902 SWISS AVE | DALLAS | TX | 75204 | PC | ASAS NORTH TEXAS STEM EQUIPMENT | $10,000 | |
| AIDS SERVICES OF DALLAS | |||||||
| PO BOX 4338 | DALLAS | TX | 75208 | PC | CAPITAL SUPPORT FOR THE 511 N. LANCASTER PROJECT | $100,000 | |
| ALL COMMUNITY OUTREACH | |||||||
| 801 E MAIN STREET | ALLEN | TX | 75002 | PC | REFRIGERATED TRUCK | $50,000 | |
| ASSOCIATION FOR INDEPENDENT LIVING | |||||||
| 2826 STOREY LANE | DALLAS | TX | 75220 | PC | CAPITAL IMPROVEMENTS | $50,000 | |
| BAYLOR HEALTH CARE SYSTEM FOUNDATION | |||||||
| 3600 GASTON AVE BARNETT TOWER SUITE | DALLAS | TX | 75246 | PC | CHILDCARE FOR HEALTHCARE PROVIDERS | $50,000 | 100 |
| BAYLOR UNIVERSITY | |||||||
| ONE BEAR PLACE 97026 | WACO | TX | 76798 | PC | ENHANCING REALISM TO PROMOTE KNOWLEDGE TRANSFER FROM NURSING SKILLS LAB TO THE BEDSIDE | $200,000 | |
| BEST BUDDIES TEXAS | |||||||
| 1341 W MOCKINGBIRD LANE SUITE 241E | DALLAS | TX | 75247 | PC | BEST BUDDIES TEXAS TECHNOLOGY REQUEST TO BUILD CAPACITY | $20,000 | |
| BISHOP DUNNE CATHOLIC SCHOOL INC | |||||||
| 3900 RUGGED DRIVE | DALLAS | TX | 75224 | PC | CORE NETWORK UPGRADES | $100,000 | |
| BROTHER BILL'S HELPING HAND | |||||||
| 3906 N WESTMORELAND DRIVE | DALLAS | TX | 75212 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| CARTER BLOODCARE | |||||||
| 2205 HIGHWAY 121 | BEDFORD | TX | 76021 | PC | LABORATORY EXPANSION | $250,000 | |
| CATCH UP & READ INC | |||||||
| 6600 LBJ FREEWAY SUITE 190 | DALLAS | TX | 75240 | PC | CATCH UP & READ | $20,000 | |
| CATHOLIC CAMPUS MINISTRY AT SOUTHERN METHODIST UNIVERSITY | |||||||
| 3057 UNIVERSITY BLVD | DALLAS | TX | 75205 | PC | TECHNOLOGY UPGRADE | $5,000 | |
| CATHOLIC CHARITIES OF DALLAS INC | |||||||
| 1421 W MOCKINGBIRD LANE | DALLAS | TX | 75247 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19/CCD MOBILITY SOLUTIONS | $110,000 | |
| CHILDREN'S ADVOCACY CENTER OF COLLIN COUNTY INC | |||||||
| 2205 LOS RIOS BLVD | PLANO | TX | 75074 | PC | HUMANITARIAN GRANT | $50,000 | |
| CITYSQUARE | |||||||
| PO BOX 140024 | DALLAS | TX | 75214 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $55,000 | |
| CLAYTON DABNEY FOUNDATION FOR KIDS WITH CANCER | |||||||
| 6500 GREENVILLE AVE STE 342 | DALLAS | TX | 75206 | PC | "MEDICINE OF THE HEART" PROGRAM | $10,000 | |
| COMMUNITIES FOUNDATION OF TEXAS INC | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PC | DALLAS COUNTY COVID RESPONSE FUND | $50,000 | |
| COMMUNITIES IN SCHOOLS DALLAS REGION | |||||||
| 1341 W MOCKINGBIRD LANE SUITE 1000E | DALLAS | TX | 75247 | PC | CISDR SAFETECH | $60,000 | |
| COMMUNITY OUTREACH HOUSING | |||||||
| 3436 LIVINGSTON | CARROLLTON | TX | 75007 | PC | AGING IN PLACE COMMUNITY SERVICE | $25,000 | |
| COMMUNITY PARTNERS OF DALLAS | |||||||
| 7950 ELMBROOK DR | DALLAS | TX | 75247 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| CROSSROADS COMMUNITY SERVICES INC | |||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75236 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| DALLAS AREA HABITAT FOR HUMANITY | |||||||
| 2800 N HAMPTON RD | DALLAS | TX | 75212 | PC | PURCHASE FOR SALESFORCE SOFTWARE AND IMPLEMENTATION | $50,000 | |
| DALLAS MISSION FOR LIFE INC DBA DALLAS LIFE | |||||||
| P O BOX 130116 | DALLAS | TX | 75313 | PC | LOBBY RENOVATION | $60,000 | |
| DENISON HELPING HANDS | |||||||
| 418 WEST CHESNUT | DENISON | TX | 75020 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| DICKINSON PLACE CHARITABLE CORP | |||||||
| 911 SAINT JOSEPH ST | DALLAS | TX | 75246 | PC | NEW AND UPGRADED FIRE ALARM SYSTEM | $50,000 | |
| DWELL WITH DIGNITY FOUNDATION INC | |||||||
| 1127 CONVEYOR LN | DALLAS | TX | 75247 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| EDUCATIONAL FIRST STEPS | |||||||
| 2815 GASTON AVE | DALLAS | TX | 75226 | PC | A HIGH-QUALITY TOYBOX FOR NORTH TEXAS: EDUCATIONAL FIRST STEPS AND COGNITIVE ASSESSMENT IN EARLY CHILDHOOD EDUCATION | $60,000 | |
| EPISCOPAL CHURCH OF THE ASCENSION | |||||||
| 8787 GREENVILLE AVENUE | DALLAS | TX | 75243 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| EQUEST | |||||||
| PO BOX 171779 | DALLAS | TX | 75217 | PC | THE AL HILL, JR. ARENA | $50,000 | |
| ESSILOR VISION FOUNDATION | |||||||
| 13515 N STEMMONS FWY | DALLAS | TX | 75234 | PC | EQUIPMENT TO PROVIDE VISION EXAMS VIA THE GREATER DALLAS KIDS VISION FOR LIFE PROGRAM REPURPOSE | $40,000 | |
| FIRST BAPTIST ACADEMY | |||||||
| 7898 SAMUELL BLVD | DALLAS | TX | 75228 | PC | FIRST BAPTIST ACADEMY CAMPUS SECURITY PROJECT | $40,000 | |
| FOUNDATION OF THE CALLIER CENTER AND COMMUNICATION DISORDERS | |||||||
| 1966 INWOOD ROAD | DALLAS | TX | 75235 | PC | PEDIATRIC SPECIAL CONNECTIONS PROJECT | $250,000 | |
| FRIENDS OF SKY RANCH INC | |||||||
| 7616 LBJ FREEWAY SUITE 500 | DALLAS | TX | 75251 | PC | NATURE CENTER - TEXAS SITE | $50,000 | |
| FRISCO FAMILY SERVICES CENTER | |||||||
| 8780 3RD STREET | FRISCO | TX | 75034 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| GASTON CHRISTIAN CENTER | |||||||
| 8515 GREENVILLE AVENUE | DALLAS | TX | 75243 | PC | SUSTAINING THE FUTURE | $150,000 | |
| GET SHIFT DONE FUND CO COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PC | SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $25,000 | |
| GRAND PRAIRIE UNITED CHARITIES INC | |||||||
| 1417 DENSMAN | GRAND PRAIRIE | TX | 75051 | PC | SUSTAINING THE FUTURE | $10,000 | |
| GROUNDWORK DALLAS | |||||||
| 3001 QUEBEC STREET SUITE 201 | DALLAS | TX | 75247 | PC | INCREASING CAPACITY FOR YOUTH PARTICIPATION THROUGH 14-PASSENGER BUS PURCHASE | $50,000 | |
| HEALING HANDS MINISTRIES INC | |||||||
| 8515 GREENVILLE AVENUE | DALLAS | TX | 75243 | PC | VISION CARE EQUIPMENT FOR HEALING HANDS MINISTRIES | $30,000 | |
| HELPING HANDS OF ENNIS | |||||||
| PO BOX 472 | ENNIS | TX | 75120 | PC | HUMANITARIAN GRANT | $10,000 | |
| HOMEWARD BOUND INC | |||||||
| PO BOX 222194 | DALLAS | TX | 75222 | PC | A HOME FOR HOMEWARD BOUND'S NEXT 40 YEARS | $75,000 | |
| HOPE CLINIC OF GARLAND INC | |||||||
| 800 S 6TH STREET SUITE 100 | GARLAND | TX | 75040 | PC | HOPE CLINIC'S CAPITAL EQUIPMENT FOR PRIMARY CARE SERVICES | $15,000 | |
| HOPE SUPPLY CO | |||||||
| 10480 SHADY TRAIL SUITE 104 | DALLAS | TX | 75220 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| HOPE'S DOOR NEW BEGINNING CENTER | |||||||
| 860 F AVE STE 100 | PLANO | TX | 75074 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| IRVING CARES INC | |||||||
| PO BOX 177425 | IRVING | TX | 75017 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| IRVING HEALTHCARE FOUNDATION | |||||||
| 1901 NORTH MACARTHUR BLVD | IRVING | TX | 75061 | PC | STERILIZATION SYSTEM | $300,000 | |
| JEWISH COMMUNITY CENTER OF DALLAS | |||||||
| 7900 NORTHAVEN RD | DALLAS | TX | 75230 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| JEWISH FAMILY SERVICE OF DALLAS INCORPORATED | |||||||
| 5402 ARAPAHO RD | DALLAS | TX | 75248 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| JONATHAN'S PLACE | |||||||
| PO BOX 140085 | DALLAS | TX | 75214 | PC | PROGRAM EXPANSION FACILITIES IMPROVEMENTS | $50,000 | |
| JUNE SHELTON SCHOOL AND EVALUATION CENTER | |||||||
| 15720 HILLCREST ROAD | DALLAS | TX | 75248 | PC | THE CAMPAIGN FOR SHELTON SCHOOL | $250,000 | |
| JUNIOR LEAGUE OF DALLAS | |||||||
| 8003 INWOOD RD | DALLAS | TX | 75209 | PC | GRANTS FOR INNOVATIVE TEACHING | $25,000 | |
| LITERACY INSTRUCTION FOR TEXAS | |||||||
| PO BOX 570159 | DALLAS | TX | 75357 | PC | TECHNOLOGY AND CURRICULUM SUPPORT FOR ADULT LITERACY PROGRAMS | $25,000 | |
| LITTLE ELM AREA FOOD BANK | |||||||
| PO BOX 746 | LITTLE ELM | TX | 75068 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| LOS BARRIOS UNIDOS COMMUNITY CLINIC INC | |||||||
| 809 SINGLETON BLVD | DALLAS | TX | 75212 | PC | SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $50,000 | |
| MARY CROWLEY CANCER RESEARCH | |||||||
| 12222 MERIT DR SUITE 1500 | DALLAS | TX | 75251 | PC | MIXING ROOMS RENOVATIONS | $50,000 | |
| MCKINNEY ROOTS | |||||||
| 208 S COLLEGE ST | MCKINNEY | TX | 75069 | PC | MCKINNEY ROOTS CAPACITY-BUILDING PROJECT-IRRIGATION SYSTEM | $25,000 | |
| MESQUITE SOCIAL SERVICES INC | |||||||
| 1035 MILITARY PKWY | MESQUITE | TX | 75149 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| METROCREST SERVICES INC | |||||||
| 13801 HUTTON DR STE 150 | FARMERS BRANCH | TX | 75234 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| MI ESCUELITA PRESCHOOL | |||||||
| PO BOX 191487 | DALLAS | TX | 75219 | PC | MI ESCUELITA PRESCHOOL'S EARLY CHILDHOOD EDUCATION AND TUITION ASSISTANCE PROGRAM | $20,000 | |
| MINNIES FOOD PANTRY INC | |||||||
| 671 18TH STREET | PLANO | TX | 75074 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| MISSION EAST DALLAS AND METROPOLEX PROJECT | |||||||
| 4550 GUS THOMASSON ROAD SUITE 40 | MESQUITE | TX | 75150 | PC | COMMUNITY AND PATIENT EDUCATION CENTER | $100,000 | |
| MOMMIES IN NEED | |||||||
| 2904 FLOYD STREET | DALLAS | TX | 75204 | PC | ANNIE'S PLACE | $50,000 | |
| MY POSSIBILITIES | |||||||
| 3601 MAPLESHADE LANE | PLANO | TX | 75075 | PC | MY POSSIBILITIES CAMPUS FOR HIGHER LEARNING - CAPITAL CAMPAIGN, PHASE 1 | $150,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED | |||||||
| 16910 DALLAS PARKWAY SUITE 104 | DALLAS | TX | 75248 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| NEW FRIENDS NEW LIFE | |||||||
| PO BOX 192378 | DALLAS | TX | 75219 | PC | ADULT RESOURCE CENTER FOR TRAFFICKING SURVIVORS | $10,000 | |
| NEXUS RECOVERY CENTER INCORPORATED | |||||||
| 8733 LA PRADA DRIVE | DALLAS | TX | 75228 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| NORTH DALLAS SHARED MINISTRIES INC | |||||||
| 2875 MERRELL ROAD | DALLAS | TX | 75229 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LN | PLANO | TX | 75075 | PC | SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $350,000 | |
| OAK CLIFF SOCIETY OF FINE ARTS | |||||||
| PO BOX 222332 | DALLAS | TX | 75222 | PC | HVAC REPLACEMENT | $30,000 | |
| OPEN ARMS INC | |||||||
| 3610 PIPESTONE RD | DALLAS | TX | 75212 | PC | IMMEDIATE REPLACEMENT OF TODDLER PLAYGROUND SURFACE | $25,000 | |
| OUR LADY OF PERPETUAL HELP CATHOLIC SCHOOL | |||||||
| 7625 CORTLAND AVENUE | DALLAS | TX | 75235 | PC | CAFETERIA BATHROOM RENOVATIONS | $25,000 | |
| PARKER COUNTY COMMITTEE ON AGING | |||||||
| 1225 HOLLAND LAKE DRIVE | WEATHERFORD | TX | 76086 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| PARKLAND FOUNDATION | |||||||
| 1341 W MOCKINGBIRD LANE SUITE 1100E | DALLAS | TX | 75247 | PC | PARKLAND PUBLIC HEALTH PREPARDNESS FUND - MEDICAL EQUIPMENT AND SERVICES | $100,000 | |
| PREVENT BLINDNESS TEXAS | |||||||
| 2202 WAUGH DRIVE | HOUSTON | TX | 77006 | PC | PURCHASE WELCHALLYN HANDHELD RETINA BUE 100 IMAGER | $5,000 | |
| READERS 2 LEADERS PROJECT | |||||||
| 2800 N HAMPTON RD SUITE 120 | DALLAS | TX | 75212 | PC | READERS 2 LEADERS: TURN THE PAGE ON LITERACY A CAMPAIGN TO CREATE A NEW EARLY LITERACY HUB FOR DALLAS | $50,000 | |
| RECONCILIATION OUTREACH MINISTRIES | |||||||
| 1421 N PEAK ST | DALLAS | TX | 75204 | PC | COMMUNITY CENTER | $20,000 | |
| RICHARDSON ADULT LITERACY CENTER | |||||||
| PO BOX 835936 | RICHARDSON | TX | 75083 | PC | ESL FOR ADULTS | $10,000 | |
| ROCKWALL COUNTY HELPING HANDS | |||||||
| 950 WILLIAMS STREET | ROCKWALL | TX | 75087 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| SENIOR CITIZENS OF GREATER DALLAS INC | |||||||
| 3910 HARRY HINES | DALLAS | TX | 75219 | PC | VOIP PHONE SYSTEM TO CONNECT SENIORS WITH SERVICES AND EMERGENCY NEEDS | $50,000 | |
| SHE SUPPLY | |||||||
| 2221 JUSTIN ROAD SUITE 119-475 | FLOWER MOUND | TX | 75028 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| SHELTER MINISTRIES OF DALLAS DBA AUSTIN STREET CENTER | |||||||
| POBOX 710729 | DALLAS | TX | 75371 | PC | SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19/CAPITAL CONSTRUCTION OF THE GENESIS WOMEN'S SHELTER | $125,000 | |
| SIMPLY GRACE | |||||||
| PO BOX 180172 | DALLAS | TX | 75218 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| SOUPMOBILE INC | |||||||
| 2423 S GOOD LATIMER | DALLAS | TX | 75215 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| SOUTHWEST TRANSPLANT ALLIANCE INC | |||||||
| 5489 BLAIR ROAD | DALLAS | TX | 75231 | PC | SOUTHWEST TRANSPLANT ALLIANCE RECOVERY CENTER | $500,000 | |
| ST BERNARD OF CLAIRVAUX CATHOLIC SCHOOL | |||||||
| 1420 OLD GATE LANE | DALLAS | TX | 75218 | PC | STEM - COMPUTER LAB LAPTOPS | $20,000 | |
| ST CECILIA CATHOLIC SCHOOL | |||||||
| 635 MARY CLIFF ROAD | DALLAS | TX | 75208 | PC | GYMANSIUM AND LIGHTING REPAIR | $40,000 | |
| ST MONICA CATHOLIC SCHOOL | |||||||
| 9933 MIDWAY ROAD | DALLAS | TX | 75220 | PC | WE ARE ST. MONICA - A LEGACY OF FAITH | $50,000 | |
| ST PATRICK CATHOLIC SCHOOL | |||||||
| 9635 FERNDALE RD | DALLAS | TX | 75238 | PC | SMARTLAB INNOVATION CENTER | $25,000 | |
| ST PHILIP & ST AUGUSTINE CATHOLIC ACADEMY | |||||||
| 8151 MILITARY PARKWAY | DALLAS | TX | 75227 | PC | MIDDLE SCHOOL TECHNOLOGY | $32,000 | |
| TEXAS HEALTH RESOURCES FOUNDATION | |||||||
| 612 EAST LAMAR BLVD SUITE 300 | ARLINGTON | TX | 76011 | PC | TEXAS HEALTH DALLAS MEDICAL RESPITE PILOT PROGRAM | $100,000 | |
| TEXAS VETERINARY MEDICAL FOUNDATION | |||||||
| 8104 EXCHANGE DRIVE | AUSTIN | TX | 78754 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| THE BATTERED WOMEN'S FOUNDATION | |||||||
| 4166 WILLMAN AVE | NORTH RICHLAND HILLS | TX | 76180 | PC | EMERGENCY CARE PROGRAM | $15,000 | |
| THE CENTER FOR INTEGRATIVE COUNSELING AND PSYCHOLOGY | |||||||
| 4525 LEMMON AVENUE SUITE 200 | DALLAS | TX | 75219 | PC | CORNERSTONE FOR MENTAL HEALTH CAPITAL PROJECT: A NEW CENTRAL OFFICE FOR THE CENTER | $200,000 | |
| THE CHOCOLATE MINT FOUNDATION | |||||||
| 201 EXECUTIVE WAY DR | DESOTO | TX | 75115 | PC | SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19/CAPITAL CONSTRUCTION OF THE GENESIS WOMEN'S SHELTER | $5,000 | |
| THE CONCILIO | |||||||
| 650 FORT WORTH AVE SUITE 250 | DALLAS | TX | 75208 | PC | 2019 INFRASTRUCTURE IMPROVEMENT PROJECT TO BETTER SERVE 11,000 INDIVIDUALS, CONTINGENT UPON THE CONCILIO MOVING TO THE NEW OFFICE SPACE | $50,000 | |
| THE COVENANT SCHOOL | |||||||
| 7300 VALLEY VIEW LN | DALLAS | TX | 75240 | PC | "BUILDING THE VISION" CAMPAIGN | $50,000 | |
| THE DICKEY FOUNDATION | |||||||
| 18583 N DALLAS PARKWAY | DALLAS | TX | 75287 | PC | INVEST IN A VEST - PURCHASE VEST FOR DISD POLICE WITH THE REMAINDER AT THE FOUNDATION'S DISCRETION | $50,000 | |
| THE GATEHOUSE | |||||||
| 670 WESTPORT PARKWAY | GRAPEVINE | TX | 76051 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| THE LEGACY SENIOR COMMUNITIES | |||||||
| 6101 OHIO DR STE 100 | PLANO | TX | 75024 | PC | THE LEGACY MIDTOWN PARK | $100,000 | |
| THE SALVATION ARMY NORTH TEXAS AREA COMMAND | |||||||
| 8787 N STEMMONS FWY STE 800 | DALLAS | TX | 75247 | PC | IMMEDIATE DISASTER REFIEF FOR DALLAS TEXAS/PROGRAM SERVICES AT THE CONVENTION CENTER; EMERGENCY SERVICES | $200,000 | |
| THE STEWPOT OF FIRST PRESBYTERIAN CHURCH | |||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $110,000 | |
| THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | PC | CLEMENTS UNIVERSITY HOSPITAL - BRAIN-FOCUSED INPATIENT TOWER/INTRAOPERATIVE MRI SUITE | $500,000 | |
| THE VISITING NURSE ASSOCIATION OF TEXAS | |||||||
| 1600 VICEROY SUITE 400 | DALLAS | TX | 75235 | PC | HUMANITARIAN GRANT | $105,000 | |
| THE WAY BACK | |||||||
| 13490 TI BLVD STE 102 | DALLAS | TX | 75235 | PC | MOBILE JOB SEARCH COMPUTER LAB FOR EX-OFFENDERS | $25,000 | |
| TRINITY CHRISTIAN ACADEMY FOUNDATION | |||||||
| 17001 ADDISON ROAD | ADDISON | TX | 75001 | PC | PRE-K CENTER | $150,000 | |
| TRUSTED WORLD FOUNDATION | |||||||
| 613-B EASY STREET | GARLAND | TX | 75042 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| TYLER STREET COMMUNITY SERVICES | |||||||
| 927 W TENTH STREET | DALLAS | TX | 75208 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| UNDER 1 ROOF | |||||||
| 5787 S HAMPTON RD SUITE 390 | DALLAS | TX | 75232 | PC | U1R HOUSING AND SUPPORT SERVICES | $15,000 | |
| UNION GOSPEL MISSION | |||||||
| 3211 IRVING BLVD | DALLAS | TX | 75247 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| UNITED WAY OF METROPOLITAN DALLAS INC | |||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | PC | UNITED WAY CORONAVIRUS RESPONSE AND RECOVERY FUND | $100,000 | |
| URSULINE ACADEMY OF DALLAS | |||||||
| 4900 WALNUT HILL LANE | DALLAS | TX | 75229 | PC | ACT, MOVE, BELIEVE: THE CAMPAIGN FOR URSULINE | $150,000 | |
| VOGEL ALCOVE CHILDCARE CENTER FOR THE HOMELESS | |||||||
| 1738 GANO ST | DALLAS | TX | 75215 | PC | SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $5,000 | |
| WAXAHACHIE C A R E SERVICES | |||||||
| 1208 FERRIS AVENUE | WAXAHACHIE | TX | 75165 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| WHITE ROCK CENTER OF HOPE | |||||||
| PO BOX 180358 | DALLAS | TX | 75218 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| WILKINSON CENTER | |||||||
| PO BOX 720248 | DALLAS | TX | 75372 | PC | HUMANITARIAN GRANT/SUPPORT IMMEDIATE NEEDS RELATED TO COVID-19 | $10,000 | |
| WINGS | |||||||
| 2603 INWOOD RD | DALLAS | TX | 75253 | PC | WINGS CENTER ACCESSIBILITY | $50,000 | |
| YOUTH BELIEVING IN CHANGE INC | |||||||
| 8574 STULTS ROAD | DALLAS | TX | 75243 | PC | CAPITAL NEEDS AS RESULT OF DALLAS STORMS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,177,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,283,248 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,389 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,925,138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,223,775 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,223,775 | 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 | $58,035 | Amt |
| Net Investment Income | $34,821 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,214 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA AS CORPORATE TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINSTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME SECURITIES | AT COST | $27,061,052 | $28,299,991 |
| EQUITY SECURITIES | AT COST | $73,001,038 | $96,825,984 |
| ALTERNATIVE INVESTMENTS | AT COST | $21,783,950 | $20,201,465 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $27,878 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,878 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP TO TAX DIFFERENCES | Desc |
| Amt | $402,652 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTMAKING EXPENSE | $389,109 | $0 | $389,109 |
| PARTNERSHIP EXPENSES | $36,279 | $36,279 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $15,389 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $389 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,000 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $244,493 | Amt |
| Net Investment Income | $209,493 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $10,000 | $0 | $0 |
| FOREIGN TAXES | $63,444 | $63,444 | $0 |
Comments