STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION (EIN 47-0830375)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202113169349100636
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- 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 | 2021-11-12T13:34:21-08:00 | 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 | 470830375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN H DURHAM FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 2143630211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN H DURHAM | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN H | PersonFirstNm |
| Person Last | DURHAM | 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 | $26,143,918 | 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 | $308,333 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $94,940 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,940 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,741 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,323,591 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,741 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $99,785 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $762,899 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $691,012 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,247,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $867,693 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $99,785 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $216,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $108,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $108,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $236,355 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $236,355 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,324 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,662 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,662 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,821 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $16,356 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $16,356 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $27,298 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $549,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $375,042 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $171,291 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $615,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $615,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,164,454 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $375,042 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $786,591 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $492,651 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $99,785 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,761,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,268,117 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,268,117 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $154,397 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $154,397 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $154,397 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $380,616 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $240,635 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $240,635 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,743,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,611,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,062,699 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $14,184,193 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,591,138 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,418,070 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,600 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,821 | LandBOYAmt |
| Other Assets BOY | $241,723 | OtherAssetsBOYAmt |
| Total Assets BOY | $20,314,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,865,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,143,918 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $238,561 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $238,561 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,076,109 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,076,109 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,865,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,314,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,865,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,076,109 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,459 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,009,390 | OtherIncreasesAmt |
| Subtotal | $22,168,958 | SubtotalAmt |
| Other Decreases | $1,303,551 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,865,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTIBUTIONS | P | 2012-12-31 | 2020-12-31 | $597 | $597 | $597 | |
| 11,715.931 FEDERATED HERMES STRATEGIC VALUE DIV INS | P | 2020-12-31 | 2020-02-12 | $67,249 | $1,097 | $1,097 | $66,152 |
| 42,000 MOBILEIRON INC CSH MRG | P | 2019-11-20 | 2020-07-30 | $298,188 | $98,688 | $98,688 | $199,500 |
| 127,901.533 FEDERATED HERMES STRATEGIC VALUE DIV INS | P | 2012-12-31 | 2020-02-12 | $734,155 | $17,766 | $17,766 | $716,389 |
| 2,696.03 VERSUS CAPITAL MULTI-MANAGER RE INC I | P | 2015-09-16 | 2020-12-31 | $71,822 | $8,543 | $8,543 | $63,279 |
| CSMC M/BKD 2006-8 CMO-PRINCIPAL PAYMENTS | P | 2012-12-31 | 2020-12-31 | $1,025 | $1,025 | ||
| FED NATIONAL MTG ASSN MBS-PRINCIPAL PMTS | P | 2012-12-31 | 2020-12-31 | $7,805 | $7,805 | ||
| LOSS ON INVESTMENT - BEAUTY KIND | P | 2015-06-15 | 2020-12-31 | -$25,000 | -$25,000 | $25,000 | |
| LOSS ON SALE - CLI TRUST | P | 2014-12-31 | 2020-12-07 | $142,750 | -$19,950 | -$19,950 | $162,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,741 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $99,785 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,848 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,848 | SubtotalAmt |
| Tax Based On Investment Income | $6,848 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $141 | EsPenaltyAmt |
| Tax Due | $6,989 | TaxDueAmt |
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 |
| 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 | BRIGHT AND BRIGHT LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143630211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEPHEN H DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/PRESIDENT | 25.00 | $144,000 |
| BARBARA DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/SECRETARY | 1.00 | $0 |
| CHARLES WILLIAM DURHAM II | ||||||
| 7291 WILLIAMSON ROAD | DALLAS | TX | 75214 | Director | 1.00 | $24,000 |
| JULIE DURHAM RADO | ||||||
| 4616 STANFORD | DALLAS | TX | 75209 | Director | 1.00 | $24,000 |
| PETER HENNINGSON DURHAM | ||||||
| 181 FAIRMONT ST | SAN FRANCISCO | CA | 94131 | Director | 1.00 | $24,000 |
| G TODD BRIGHT | ||||||
| 5944 LUTHER LANE STE 600 | DALLAS | TX | 75225 | Treasurer | 1.00 | $0 |
| 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 | $24,016,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,843,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $395,032 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,255,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $26,255,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $393,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,861,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,293,086 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,293,086 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,848 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,848 | TotalTaxAmt |
| Distributable Before Adj | $1,286,238 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,286,238 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,286,238 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $786,591 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $786,591 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $786,591 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,286,238 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $682,905 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $836,792 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $1,519,697 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $786,591 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $786,591 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $499,647 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $499,647 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,020,050 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $183,258 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $836,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $836,792 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WWWDURHAMFAMILYFOUNDATIONORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143630211 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE ONLINE @ (SEE ABOVE WEBSITE) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 15, MAY 15, AUGUST 15, AND NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIORITY IS GIVEN TO AGENCIES IN DALLAS-FORT WORTH,TX, NORTHERN CALIFORNA, AND OMAHA, NEBRASKA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SCHEDULE OF DONEERECIP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL ENDOWMENT | GrantOrContributionPurposeTxt |
| Amt | $615,300 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $615,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,940 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $762,899 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $81,741 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $857,839 | ExclusionAmt |
| Related Or Exempt Function Incm | $81,741 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $939,580 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHARLES W DURHAM CHARITABLE LEAD TR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8805 INDIAN HILLS DRIVE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $308,333 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER | $19,025 | $19,025 | $0 | $0 |
| PREPARATION OF FORM 990-PF | $7,975 | $0 | $0 | $7,975 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WEB SITE COST | PropertyDesc |
| Acquired | 2013-12-15 | AcquiredDt |
| Cost Or Other Basis | $22,600 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $19,779 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.1250 | Rt |
| Current Year Expense | $2,821 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $22,600 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $22,600 | AccumulatedDepreciationAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT YEAR BASIS ADJUSTMENTS | $951,937 |
| PRIOR PERIOD ADJUSTMENTS | $351,614 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| COMPUTER/SOFTWARE EXPENSES | $2,137 | $2,137 |
| DEPLETION | $12,320 | $12,320 |
| DUES AND SUBSCRIPTIONS | $3,800 | $3,800 |
| MISCELLANEOUS | $30 | $30 |
| OFFICE EXPENSE | $865 | $865 |
| TRAVEL | $8,146 | $8,146 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $762,899 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $691,012 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $1,567 |
| TAX EXEMPT INCOME | $24,876 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE ASSISTANCE | $29,000 | $29,000 | $0 | $0 |
| LOCKE LORD LLP | $2,800 | $2,800 | $0 | $0 |
| MANAGEMENT FEES | $197,055 | $197,055 | $0 | $0 |
| PARADOX COMPENSATION ADVISORS | $7,500 | $7,500 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES AND EXPENSES | CategoryTxt |
| Amt | $23,324 | Amt |
| Net Investment Income | $11,662 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,662 | DisbursementsCharitablePrpsAmt |