ANTHONY FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ANTHONY FAMILY FOUNDATION (EIN 75-2681504)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202113199349104996
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T13:07:40-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202257536PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOWARD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17557 RAMBLER ROAD SUITE 600AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75231ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752681504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANTHONY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANTHBusinessNameControlTxt
Phone9729914484PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112770 COIT ROAD NO 970AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCYNTHIA S ANTHONYPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone9729914484PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCYNTHIAPersonFirstNm
Person LastANTHONYPersonLastNm
FieldValueIRS element (for citing)
SSN888008888SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES N HOWARDPreparerPersonNm
PTINP00179840PTIN
Phone2143460750PhoneNum
Preparation2021-11-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,158,513FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$267InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$267InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$84,802DividendsRevAndExpnssAmt
Dividends Net Invst Incm$84,802DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$121,704NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,126,742GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$121,704CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$206,773TotalRevAndExpnssAmt
Total Net Invst Incm$206,773TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,175AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,175AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$30,917OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30,917OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,221TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,586TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,167OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,167OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,480TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36,845TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$275,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$275,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$313,230TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36,845TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$275,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$106,457ExcessRevenueOverExpensesAmt
Net Investment Income$169,928NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$68,524CashBOYAmt
Cash EOY$73,206CashEOYAmt
Cash EOYFMV$73,206CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,164SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,314SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,314SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$4,722,184OtherInvestmentsBOYAmt
Other Investments EOY$4,604,570OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,066,993OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,798,872TotalAssetsBOYAmt
Total Assets EOY$4,696,090TotalAssetsEOYAmt
Total Assets EOYFMV$6,158,513TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,444,430CapitalStockBOYAmt
Capital Stock EOY$4,444,430CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$354,442RetainedEarningBOYAmt
Retained Earning EOY$251,660RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,798,872TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,696,090TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,798,872TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,696,090TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,798,872TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$106,457ExcessRevenueOverExpensesAmt
Other Increases$3,675OtherIncreasesAmt
Subtotal$4,696,090SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,696,090TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
VNGRD SMCP VAL IDX ADML2013-02-012020-05-21$25,000$19,695$5,305$5,305
GOLDMAN SACHS #5596$12,751$12,630$121$121
GOLDMAN SACHS #5596$47,249$31,458$15,791$15,791
GOLDMAN SACHS #6727$44,945$47,298-$2,353-$2,353
GOLDMAN SACHS #6727$153,990$165,989-$11,999-$11,999
GOLDMAN SACHS #6735$1,759$2,731-$972-$972
GOLDMAN SACHS #6735$61,765$63,684-$1,919-$1,919
GOLDMAN SACHS #6750$46,295$52,231-$5,936-$5,936
GOLDMAN SACHS #6750$188,034$202,919-$14,885-$14,885
GOLDMAN SACHS #6768$67,201$73,780-$6,579-$6,579
GOLDMAN SACHS #6768$265,601$202,379$63,222$63,222
GOLDMAN SACHS #687-5$18,918$18,637$281$281
GOLDMAN SACHS #687-5$121,082$111,607$9,475$9,475
CAPITAL GAINS DIVIDENDS$72,152$72,152$72,152P
FieldValueIRS element (for citing)
Capital Gain Net Income$121,704CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,362InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,362SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,362TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,720EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,720TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$358OverpaymentAmt
Applied To ES Tax$358AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCINDI S ANTHONYIndividualWithBooksNm
Phone9729914484PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112770 COIT ROAD SUITE 970AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
R JAY ANTHONY
12770 COIT ROAD STE 970DALLASTX75251PRES/DIR1.00$0$0$0
CYNTHIA S ANTHONY
12770 COIT ROAD STE 970DALLASTX75251VP/S/TR/DIR1.00$0$0$0
JAMES KEVIN FLYNN
12770 COIT ROAD STE 970DALLASTX75251DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,496,210AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$103,961AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,600,171TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,600,171AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$84,003CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,516,168NetVlNoncharitableAssetsAmt
Minimum Investment Return$275,808MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$275,808MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,362TaxBasedOnInvestmentIncomeAmt
Total Tax$2,362TotalTaxAmt
Distributable Before Adj$273,446DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$273,446DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$273,446DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$275,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$275,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$275,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$273,446DistributableAsAdjustedAmt
Undistributed Income PY$273,039UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$275,750QualifyingDistributionsAmt
Applied To Year1$273,039AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,711AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$270,735UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANTHONY FAMILY FOUNDATION CINDI S ARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line112770 COIT ROAD SUITE 970AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9729914484RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST STATING INTENDED USE OF FUNDS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BROOKWOOD COMMUNITY
1752 FARM TO MARKET 1489BROOKSHIRETX77423NONEPUBLIC CHARITYUNRESTRICTED$2,500
CHILDREN OF UGANDA
PO BOX 659CHARLES TOWNWV25414NONEPUBLIC CHARITYUNRESTRICTED$2,500
COMMUNITIES FOUNDATION OF TEXAS
5500 CARUTH HAVEN LNDALLASTX75225NONEPUBLIC CHARITYUNRESTRICTED$26,000
CRISTO REY DALLAS COLLEGE PREP
1064 N ST AUGUSTINE DRIVEDALLASTX75217NONEPUBLIC CHARITYUNRESTRICTED$5,000
CRYSTAL CHARITY BALL
3838 OAK LAWN AVENUEDALLASTX75219NONEPUBLIC CHARITYUNRESTRICTED$800
DAVIS PHINNEY FOUNDATION
357 S MCCASLIN BLVD STE 105LOUISVILLECO80027NONEPUBLIC CHARITYUNRESTRICTED$2,000
GRACE POINT FAMILY CHURCH
2412 LEONARD AVEANNATX75409NONEPUBLIC CHARITYUNRESTRICTED$1,000
INCARNATION HOUSE
4061 N CENTRAL EXPRESSWAYDALLASTX75204NONEPUBLIC CHARITYUNRESTRICTED$2,500
JOHN AUSTIN CHELEY FOUNDATION
1420 N OGDEN ST 102DENVERCO80218NONEPUBLIC CHARITYUNRESTRICTED$2,500
KERA
3000 HARRY HINES BOULEVARDDALLASTX75201NONEPUBLIC CHARITYUNRESTRICTED$1,500
LA POSADA PROVIDENCIA
30094 MARYDALE RDSAN BENITOTX78586NONEPUBLIC CHARITYUNRESTRICTED$2,500
LEAP GLOBAL MISSIONS
7777 FOREST LNDALLASTX75230NONEPUBLIC CHARITYUNRESTRICTED$2,500
LITERACY ACHIEVES
1018 GALLAGHER STREETDALLASTX75212NONEPUBLIC CHARITYUNRESTRICTED$40,000
LUMIN EDUCATION
924 WAYNE STDALLASTX75223NONEPUBLIC CHARITYUNRESTRICTED$2,500
PRESTON HOLLOW PRESBYTERIAN CHURCH
9800 PRESTON ROADDALLASTX75230NONEPUBLIC CHARITYUNRESTRICTED$32,000
TERRELL ISD EXCELLENCE FOUNDATION
700 N CATHERINE STREETTERRELLTX75160NONEPUBLIC CHARITYUNRESTRICTED$700
TEX PROTECTS
2904 FLOYD STDALLASTX75204NONEPUBLIC CHARITYUNRESTRICTED$2,500
UNDERMAIN THEATER
3200 MAIN STDALLASTX75226NONEPUBLIC CHARITYUNRESTRICTED$2,000
BSA CIRCLE TEN FRIENDS OF SCOUTING
8605 HARRY HINES BLVDDALLASTX75235NONEPUBLIC CHARITYPUBLIC CHARITY$5,000
ALCUIN SCHOOL
6144 CHURCHILL WAYDALLASTX75230NONEPUBLIC CHARITYPUBLIC CHARITY$3,000
AFS USA
120 WALL ST 4TH FLOORNEW YORKNY10005NONEPUBLIC CHARITYUNRESTRICTED$5,000
MONTESSORI INSTITUTE OF NORTH TEXAS
13612 MIDWAY RD SUITE 292DALLASTX75244NONEPUBLIC CHARITYUNRESTRICTED$2,500
MARION MEDICAL MISSION
1412 SHAWNEE DRIVEMARIONIL62959NONEPUBLIC CHARITYUNRESTRICTED$2,500
THE WELL COMMUNITY
125 SUNSET AVEDALLASTX75208NONEPUBLIC CHARITYUNRESTRICTED$2,500
ST BARNABAS PRESBYTERIAN CHURCH
1220 W BELTLINE RDRICHARDSONTX75080NONEPUBLIC CHARITYUNRESTRICTED$7,500
VITAMIN BRIDGE
PO BOX 2843COPPELLTX75019NONEPUBLIC CHARITYUNRESTRICTED$2,500
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231NONEPUBLIC CHARITYUNRESTRICTED$1,000
FREMONT NAZARENE CHURCH
960 JOHNSON RDFREMONTNE68075NONEPUBLIC CHARITYUNRESTRICTED$250
CARPENTER'S SHELTER
1108 JEFFERSON AVEALEXANDRIAVA22314NONEPUBLIC CHARITYUNRESTRICTED$20,000
CHRIST CHURCH
118 N WASHINGTON AVEALEXANDRIAVA22314NONEPUBLIC CHARITYUNRESTRICTED$2,500
SRI SIVA VISHNU TEMPLE
6905 CIPRIANO RDLANHAMMD20706NONEPUBLIC CHARITYUNRESTRICTED$2,500
GIVEWELL FOUNDATION
1714 FLORIDA ST 100335OAKLANDCA94612NONEPUBLIC CHARITYUNRESTRICTED$45,000
ST VRAIN MONTESSORI CHARTER SCHOOL
1055 DELAWARE AVELONGMONTCO80501NONEPUBLIC CHARITYUNRESTRICTED$2,000
VIKAAS CHILDREN
6674 E BONITA AVEORANGECA92867NONEPUBLIC CHARITYUNRESTRICTED$10,000
PROMISE HOUSE
224 W PAGE AVEDALLASTX75208NONEPUBLIC CHARITYUNRESTRICTED$2,500
MINISTRY OF HOPE
PO BOX 1462BLACK MOUNTAINNC28711NONEPUBLIC CHARITYUNRESTRICTED$2,500
HEARTHOUSE
8515 PARK LANE 304DALLASTX75231NONEPUBLIC CHARITYUNRESTRICTED$25,000
PRESTONCREST CHURCH OF CHRIST
6022 PRESTONCREST LANEDALLASTX75230NONEPUBLIC CHARITYUNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$275,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$267ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$84,802ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$121,704ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$206,773ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$206,773TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,175Amt
Net Investment Income$1,175NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS PORTFOLIO ACCT #559-6FMV$1,285,006$1,524,134
GOLDMAN SACHS PORTFOLIO ACCT #672-7FMV$331,487$466,953
GOLDMAN SACHS PORTFOLIO ACCT #673-5FMV$446,909$461,068
GOLDMAN SACHS PORTFOLIO ACCT #675-0FMV$755,235$999,814
GOLDMAN SACHS PORTFOLIO ACCT #676-8FMV$541,474$1,098,916
GOLDMAN SACHS PORTFOLIO ACCT #687-5FMV$994,513$1,071,685
VANGUARD PORTFOLIO ACCT #1480FMV$249,946$444,423

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$1,167RevenueAndExpensesPerBooksAmt
Net Investment Income$1,167NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCESDesc
Amt$3,675Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKER FEESCategoryTxt
Amt$30,917Amt
Net Investment Income$30,917NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$3,586$3,586$0
FEDERAL INCOME TAX$635$0$0

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