BERRY R COX FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BERRY R COX FAMILY FOUNDATION (EIN 75-2864400)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-05
- IRS object ID
- 202123099349100377
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-05T10:04:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N Dallas Parkway Suite 600 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | 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 | 752864400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry R Cox Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERR | BusinessNameControlTxt |
| Phone | 2142203612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 McKinney Avenue No 1700 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Justin Cox | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2142203612 | PhoneNum |
| Signature | 2021-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Justin | PersonFirstNm |
| Person Last | Cox | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelly M Gillette | PreparerPersonNm |
| PTIN | P00548846 | PTIN |
| Phone | 9726611843 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,574,299 | 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 | $28,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $214,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,283,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $214,851 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $243,357 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,357 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,639 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,320 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,319 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,726 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,637 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,637 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,319 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $453,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $453,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $470,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $459,769 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$227,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $232,674 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $993,429 | CashBOYAmt |
| Cash EOY | $19,691 | CashEOYAmt |
| Cash EOYFMV | $19,691 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,220,091 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,851,839 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,851,839 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $882,894 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,702,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,702,769 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,096,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,574,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,574,299 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $295,020 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $295,020 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $11,953,753 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $11,953,753 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$5,152,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$5,379,454 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,801,394 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,574,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,096,414 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,574,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,801,394 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$227,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,574,299 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,574,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $2,283,869 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,069,018 | CostOrOtherBasisAmt |
| Gain Or Loss | $214,851 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $214,851 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $214,851 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,234 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,234 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,234 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,884 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,884 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $22 | EsPenaltyAmt |
| Overpayment | $7,628 | OverpaymentAmt |
| Applied To ES Tax | $7,628 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry R Cox Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142203612 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 McKinney Ave Ste 1700 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Berry R Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee | 1.00 | $0 | $0 | $0 |
| Jeanne T Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee | 1.00 | $0 | $0 | $0 |
| Justin B Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee/Pres/Treas | 1.00 | $0 | $0 | $0 |
| John GT Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee | 1.00 | $0 | $0 | $0 |
| Kara Jenkins | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Secretary | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,279,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,181,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,460,775 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,460,775 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,912 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,363,863 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,234 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,234 | TotalTaxAmt |
| Distributable Before Adj | $314,959 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $314,959 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $314,959 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $459,769 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $459,769 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $459,769 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $314,959 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $67,355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $260,342 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $87,567 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $415,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $459,769 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $314,959 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $144,810 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $560,074 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $560,074 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $67,355 | ExcessFromYear3Amt |
| Excess From Year2 | $260,342 | ExcessFromYear2Amt |
| Excess From Year1 | $87,567 | ExcessFromYear1Amt |
| Excess From Current Year | $144,810 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Berry R Cox | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Alcuin School | |||||||
| 6144 Churchill Way | Dallas | TX | 75230 | PC | The Ann R. Cox Scholarship Fund | $75,000 | |
| Children's Medical Center Foundation | |||||||
| PO Box 847253 | Dallas | TX | 75284 | PC | General Fund | $1,000 | |
| Children's Medical Center Foundation | |||||||
| PO Box 847253 | Dallas | TX | 75284 | PC | Dog Therapy - Petsmart | $5,000 | |
| Council on Foreign Relations | |||||||
| 58 East 68th Street | New York | NY | 10065 | PC | General Fund | $10,000 | |
| Education Open Doors | |||||||
| 2804 Swiss Ave | Dallas | TX | 75204 | PC | General Fund | $25,000 | |
| Fort Worth Zoological Association | |||||||
| 1989 Colonial Parkway | Fort Worth | TX | 76110 | PC | General Fund | $15,000 | |
| Highland Park United Methodist | |||||||
| 3300 Mockingbird Ln | Dallas | TX | 75205 | PC | Munger Place Church | $10,000 | |
| Highland Park United Methodist | |||||||
| 7777 Forest Lane Suite B326 | Dallas | TX | 75205 | PC | General Fund | $450 | |
| Just Like You Inc | |||||||
| 7301 Mission Road Suite 321 | Prairie Village | KS | 66208 | PC | General Fund | $1,000 | |
| Kyle Miliken Memorial Foundation | |||||||
| 200 Golden Oak Court Suite 110 | Virginia Beach | VA | 23452 | PC | General Fund | $1,000 | |
| Lumin Education | |||||||
| 924 Wayne Street | Dallas | TX | 75223 | PC | General Fund | $5,000 | |
| Naval Postgraduate School | |||||||
| PO Box 8626 | Monterey | CA | 93943 | PC | General Fund | $500 | |
| Park Cities Historic & Preservation Society | |||||||
| 25 Highland Park Village Suite 100 | Dallas | TX | 75205 | PC | General Fund | $500 | Box 286 |
| Prager University Foundation | |||||||
| 15021 Ventura Blvd 552 | Sherman Oaks | CA | 91403 | PC | Texas Plan | $50,000 | |
| Society For Arts Music Architecture and Sciences | |||||||
| 1409 S Lamar Street Ste 004 | Dallas | TX | 75215 | PC | General Fund | $25,000 | |
| Southern Methodist University | |||||||
| PO Box 750402 | Dallas | TX | 75275 | PC | Hughes-Trigg, Veteran's Center | $25,000 | |
| Southern Methodist University | |||||||
| PO Box 750402 | Dallas | TX | 75275 | PC | Cox 100 | $20,000 | |
| Southern Methodist University | |||||||
| PO Box 750402 | Dallas | TX | 75275 | PC | Meadows Scholars Fund | $500 | |
| Southwestern Medical Foundation | |||||||
| 2305 Cedar Springs Rd Ste 150 | Dallas | TX | 75201 | PC | Department of Opthamology | $2,000 | |
| Special Forces Charitable Trust | |||||||
| PO Box 167 | Essex | CT | 06426 | PC | Green Berets | $5,000 | |
| Texas Tech Foundation | |||||||
| 3601 4th Street MS 6238 | Lubbock | TX | 79430 | PC | Laura Bush Institute for Women's Health Fund for Excellence | $25,000 | |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | PC | Summer Bootcamp | $50,000 | |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | PC | Overseer Annual Commitment | $100,000 | |
| The Dallas Foundation | |||||||
| 3963 Maple Avenue Suite 390 | Dallas | TX | 75219 | PC | Line of Duty Fund for our Fallen Officers | $250 | |
| Union Gospel Mission | |||||||
| 3211 Irving Blvd | Dallas | TX | 75247 | PC | General Fund | $250 | |
| West Dallas Community School | |||||||
| 2300 Canada Drive | Dallas | TX | 75212 | PC | General Fund | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $453,450 | 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 | $28,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214,851 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $243,357 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $243,357 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Audit Fees | $10,400 | $5,200 | $5,200 |
| Tax Fees | $2,239 | $1,120 | $1,119 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Kimbell Royalty Partners LP | $461,855 | $461,855 |
| Kinder Morgan Inc | $366,664 | $366,664 |
| Viper Energy Partners LP | $411,017 | $411,017 |
| Comstock Resources, Inc. | $463,233 | $463,233 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividends Charged | Desc |
| Revenue And Expenses Per Books | $1,637 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,637 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Stocks Sold Not Yet Purchased | Desc |
| BOY Book Value | $295,020 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JP Morgan Chase Safekeeping Fees | $520 | $520 | $0 |
| Legal Fees | $2,206 | $2,206 | $0 |
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