HOBLITZELLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOBLITZELLE FOUNDATION (EIN 75-6003984)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-08-19
- IRS object ID
- 202142319349100314
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-19T11:20:51-05:00 | ReturnTs |
| Tax Period End | 2021-04-30 | 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 | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756003984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOBLITZELLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOBL | BusinessNameControlTxt |
| Phone | 2143730462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE NO 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN H ROBBINS | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2143730462 | PhoneNum |
| Signature | 2021-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYN | PersonFirstNm |
| Person Last | ROBBINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 756003984 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKECPA | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $176,468,947 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,658,105 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,658,105 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,525,981 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,432,626 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,525,981 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $139,453 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,323,539 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,184,086 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $315,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $47,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $268,033 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $145,334 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $21,800 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $121,213 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,908 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,908 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,385 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,385 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $609,179 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $604,981 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,198 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,681 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,652 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,029 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $83,499 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,525 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $70,974 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $882 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $882 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,084 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,084 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,488 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,488 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,302,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $689,258 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $556,194 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,230,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,400,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,533,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $689,258 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,956,894 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,790,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,494,828 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,490 | CashBOYAmt |
| Cash EOY | $19,352 | CashEOYAmt |
| Cash EOYFMV | $19,352 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,080,934 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,833,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,833,290 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $234,033 | AcctRcvblAmt |
| Acct Rcvbl BOY | $301,662 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $234,033 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $234,033 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $13,147,929 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,318,592 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,681,746 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $92,341,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $103,473,645 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $148,681,187 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,228,240 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,488,717 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,000,859 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,754 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $18,480 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,480 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,480 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $129,128,368 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,386,109 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $176,468,947 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $5,865,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,695,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,384,914 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,206,167 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,249,914 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,901,167 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $120,878,454 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $124,484,942 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,878,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $124,484,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $129,128,368 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,386,109 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,878,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,790,066 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $124,668,520 | SubtotalAmt |
| Other Decreases | $183,578 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $124,484,942 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $56,432,626 | GrossSalesPriceAmt |
| Cost Or Other Basis | $49,906,645 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,525,981 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,525,981 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,525,981 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $118,078 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $118,078 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $118,078 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $112,349 | 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 | $112,349 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,729 | TaxDueAmt |
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 | WWW.HOBLITZELLE.ORG | WebsiteAddressTxt |
| Individual With Books | BANK OF AMERICA NA | IndividualWithBooksNm |
| Phone | 2142091965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MAIN ST 19TH FL | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752023714 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN L SHUFORD | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JERE W THOMPSON JR | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| KATHRYN H ROBBINS | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PRESIDENT AND CEO | 40.00 | $245,000 | $36,750 | $0 |
| HOLLAND P GARY | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHRIS T BAKER | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | EXECUTIVE ASSISTANT | 40.00 | $70,333 | $10,550 | $0 |
| CATHERINE ROSE | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL PODOLSKY MD | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL S RAWLINGS | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYDIA NOVAKOV | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RAFAEL M ANCHIA | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LIZZIE ROUTMAN | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830241 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752830241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AGENT-ADVISORY | ServiceTypeTxt |
| Compensation | $604,981 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $150,790,102 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,214,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $155,004,852 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $155,004,852 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,325,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $152,679,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,633,989 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,633,989 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $118,078 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $118,078 | TotalTaxAmt |
| Distributable Before Adj | $7,515,911 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,515,911 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,515,911 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,956,894 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,956,894 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,956,894 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,515,911 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $313,216 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $597,073 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $970,455 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $709,816 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,590,560 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,956,894 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,956,894 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $559,017 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $559,017 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,031,543 | 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 | $2,031,543 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $351,272 | ExcessFromYear4Amt |
| Excess From Year3 | $970,455 | ExcessFromYear3Amt |
| Excess From Year2 | $709,816 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN H ROBBINS PRESIDENT CEO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE SUITE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143730462 | RecipientPhoneNum |
| Form And Info And Materials | IT IS PREFERRED THAT THE INITIAL APPROACH BE THROUGH A BRIEF NARRATIVE LETTER DESCRIBING THE PROJECT FOR WHICH FUNDS ARE ASKED, ITS JUSTIFICATION, THE COST BASED UPON RELIABLE ESTIMATES, THE AMOUNT ALREADY REALIZED OR ANTICIPATED, OTHER EXPECTED SOURCES OF FUNDING, AND THE AMOUNT TO BE REQUESTED (UNBOUND WITHOUT FOLDERS OR BINDERS). IF THE PROJECT FALLS WITHIN THE AREAS OF THE FOUNDATION'S INTERESTS, PURPOSES AND CURRENT FUNDING POLICIES, MORE DETAILED INFORMATION MAY BE REQUESTED. PLEASE INCLUDE A MAILING ADDRESS AND PHONE NUMBER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 15TH, APRIL 15TH, AND AUGUST 15TH; THE NEXT BUSINESS DAY IF THESE DATES FALL ON A WEEKEND. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKES GRANTS TO EDUCATIONAL, SCIENTIFIC, CULTURAL, AND OTHER CHARITABLE ORGANIZATIONS. NO GRANTS ARE MADE FOR RELIGIOUS PURPOSES OR TO INDIVIDUALS. NO GRANTS ARE MADE OUTSIDE THE STATE OF TEXAS. THE FOUNDATION'S MAIN GEOGRAPHICAL FOCUS IS THE DALLAS METROPLEX. UNDER THE PRESENT DAY POLICY OF THE DIRECTORS, CONTRIBUTIONS ARE NOT MADE TOWARD OPERATING BUDGETS, DEBT RETIREMENT, RESEARCH, MEDIA PRODUCTIONS OR PUBLICATIONS, SCHOLARSHIPS OR ENDOWMENTS. THE FOUNDATION MAKES NO LOANS. A FEW GRANTS IN THESE CATEGORIES HAVE BEEN MADE, BUT ARE INFREQUENT AND ARE INITIATED BY THE BOARD. BEFORE AN APPLICATION CAN BE CONSIDERED, PROOF IS REQUIRED THAT THE APPLICANT HAS AN EXEMPT CLASSIFICATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THAT THE APPLICANT IS CONSIDERED NOT A PRIVATE FOUNDATION" WITHIN THE MEANING OF CODE SECTION 509(A). AN APPLICANT MAY QUALIFY UNDER SECTION 170(C)(1) IF ITS REQUESTED GRANT IS SHOWN TO BE "FOR PUBLIC PURPOSES ONLY." | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABILITY CONNECTION TEXAS | ||||||
| 8802 HARRY HINES BOULEVARD | DALLAS | TX | 75235 | PC | TOWARD SPECIALLY-EQUIPPED VANS FOR PARTICIPANT TRANSPORTATION. | $25,000 |
| AT&T PERFORMING ARTS CENTER | ||||||
| 700 NORTH PEARL SUITE N1800 | DALLAS | TX | 75201 | PC | TOWARD SUPPORT OF THE RAISE THE CURTAIN CAMPAIGN (COVID-19 RELIEF). | $79,000 |
| AUSTIN COLLEGE | ||||||
| 900 N GRAND AVE SUITE 6P | SHERMAN | TX | 75090 | PC | TOWARD RENOVATION OF THE NATATORIUM LOCKER ROOM. | $50,000 |
| AUSTIN STREET CENTER | ||||||
| 2929 HICKORY STREET | DALLAS | TX | 75226 | PC | CAPITAL CAMPAIGN FOR NEW CENTER | $125,000 |
| AUSTIN STREET CENTER | ||||||
| 2929 HICKORY STREET | DALLAS | TX | 75226 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT. | $20,000 |
| AUTISM TREATMENT CENTER | ||||||
| 11651 PLANO RD STE 100 | DALLAS | TX | 75243 | PC | TOWARD INSTALLATION OF FIRE SUPPRESSION SYSTEMS AT SIX GROUP HOMES. | $50,000 |
| BACHMAN LAKE TOGETHER | ||||||
| 3963 MAPLE AVE SUITE 390 | DALLAS | TX | 75219 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $10,000 |
| BEACON HILL PREPARATARY INSTITUTE | ||||||
| 1402 CORINTH ST SUITE 249 | DALLAS | TX | 75215 | PC | FOR UPDATED SOFTWARE TO MANAGE BOTH ADMINISTRATIVE FUNCTIONS AND PROGRAM OUTCOMES. | $40,000 |
| BEHIND EVERY DOOR | ||||||
| 2824 SWISS AVENUE | DALLAS | TX | 75204 | PC | TOWARD A CAPITAL CAMPAIGN TO PURCHASE AND RENOVATE THE CEDAR CREST COMMUNITY CENTER. | $100,000 |
| BETTER TOGETHER FUND | ||||||
| 3963 MAPLE AVENUE SUITE 390 | DALLAS | TX | 75219 | PC | FOR A SECOND COMMITMENT TO THE BETTER TOGETHER FUND. | $50,000 |
| BRIDGEBUILDERS | ||||||
| PO BOX 702545 | DALLAS | TX | 75370 | PC | FOR UPDATED TECHNOLOGY TO TRACK CLIENT OUTCOMES. | $25,000 |
| BRIGHTER TOMORROWS | ||||||
| 928 BLUEBIRD DRIVE | IRVING | TX | 75061 | PC | EMERGENCY SUPPORT DUE TO WINTER STORM URI. | $5,000 |
| BUCKNER CHILDREN AND FAMILY SERVICES | ||||||
| 700 N PEARL STREET SUITE 1200 | DALLAS | TX | 75201 | PC | TO SUPPORT COVID-19 RELIEF EFFORTS FOR CLIENTS SERVED BY THE BACHMAN LAKE FAMILY HOPE CENTER. | $18,400 |
| CAMP SUMMIT INC | ||||||
| 17210 CAMPBELL ROAD SUITE 180-W | DALLAS | TX | 75252 | PC | TOWARD A VARIETY OF CAPITAL PROJECTS AT THIS CAMP FOR CHILDREN AND ADULTS WITH DISABILITIES. | $33,300 |
| CATHOLIC CHARITIES OF DALLAS | ||||||
| 1421 W MOCKINGBIRD LANE | DALLAS | TX | 75247 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $25,000 |
| CATHOLIC HOUSING INITIATIVE | ||||||
| 2920 FOREST LANE 415 | DALLAS | TX | 75234 | PC | TOWARD THE PURCHASE AND REHABILITATION OF A PROPERTY TO CREATE PERMANENT SUPPORTIVE HOUSING. | $50,000 |
| CHILD POVERTY ACTION LAB (CPAL) | ||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | PC | TOWARD OFFICE FURNISHINGS & TECH INFRASTRUCTURE | $50,000 |
| CHILDREN'S MEDICAL CENTER OF DALLAS | ||||||
| 1935 MEDICAL DISTRICT DR | DALLAS | TX | 75235 | PC | TOWARD A CAPITAL CAMPAIGN TO RENOVATE, EXPAND, AND MODERNIZE THE ER DEPT. AT THE DALLAS CAMPUS. | $375,000 |
| CHOCOLATE MINT FOUNDATION | ||||||
| 201 EXECUTIVE WAY | DESOTO | TX | 75115 | PC | EMERGENCY SUPPORT DUE TO WINTER STORM URI. | $5,000 |
| CITIZENS DEVELOPMENT CENTER DBA ACHIEVE | ||||||
| 8800 AMBASSADOR ROW | DALLAS | TX | 75247 | PC | TO REPLACE OUTDATED WAREHOUSE EQUIPMENT AT THIS SHELTERED WORKSHOP. | $32,200 |
| CITYSQUARE | ||||||
| 1610 MALCOLM X BOULEVARD SUITE 250 | DALLAS | TX | 75226 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $25,000 |
| COMMUNITY FOUNDATION OF TEXAS STORM RELIEF | ||||||
| 5555 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PC | EMERGENCY SUPPORT DUE TO WINTER STORM URI. | $50,000 |
| COMMUNITY PARTNERS OF DALLAS | ||||||
| 7950 ELMBROOK DRIVE | DALLAS | TX | 75247 | PC | TOWARD NEW TECHNOLOGY FOR REMOTE SERVICE DELIVERY. | $21,300 |
| CROSSROADS COMMUNITY SERVICES | ||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $10,000 |
| DALLAS 24 HOUR CLUB INC | ||||||
| 4636 ROSS AVE | DALLAS | TX | 75204 | PC | TOWARD A CAPITAL CAMPAIGN TO ACQUIRE AN 18-UNIT APARTMENT COMPLEX TO PROVIDE SOBER, TRANSITIONAL LIVING. | $50,000 |
| DALLAS AREA HABITAT FOR HUMANITY | ||||||
| 2800 N HAMPTON ROAD | DALLAS | TX | 75212 | PC | FOR TECHNOLOGY UPDATES INCLUDING AN UPDATED NETWORK INFRASTRUCTURE AND SECURITY CAMERA SYSTEM. | $38,000 |
| DALLAS RENTAL ASSISTANCE COLLABORATIVE (UNITED WAY) | ||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | PC | DALLAS RENTAL ASSISTANCE COLLABORATION | $41,600 |
| DALLAS SECONDARY EDUCATIONAL ACADEMY | ||||||
| 950 TIFFANY WAY | DALLAS | TX | 75218 | PC | FOR UPDATED EQUIPMENT AND FURNISHINGS IN THE LIBRARY. | $15,000 |
| DALLAS SERVICES | ||||||
| 5442 LA SIERRA | DALLAS | TX | 75231 | PC | TOWARD ESTABLISHING A VISION CLINIC IN SOUTHERN DALLAS COUNTY. | $50,000 |
| DME EXCHANGE OF DALLAS | ||||||
| 12015 SHILOH ROAD SUITE 130 | DALLAS | TX | 75228 | PC | FOR UPDATED TECHNOLOGY. | $6,000 |
| EDUCATION OPENS DOORS INC | ||||||
| 2804 SWISS AVENUE | DALLAS | TX | 75204 | PC | TO HELP SUPPORT DEPLOYMENT OF A VIRTUAL PLATFORM. | $100,000 |
| EPISCOPAL SCHOOL OF DALLAS | ||||||
| 4100 MERRELL RD | DALLAS | TX | 75229 | PC | TOWARD A CAPITAL CAMPAIGN TO BRING THE LOWER SCHOOL TO THE MAIN CAMPUS | $100,000 |
| FAMILY COMPASS | ||||||
| 4210 JUNIUS STREET | DALLAS | TX | 75246 | PC | TOWARD TECHNOLOGY UPGRADES TO ALLOW FOR REMOTE SERVICE DELIVERY. | $25,000 |
| FEEDING TEXAS | ||||||
| 1524 S IH 35 SUITE 342 | AUSTIN | TX | 78704 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $50,000 |
| FOR OAK CLIFF | ||||||
| 4478 S MARSALIS AVENUE | DALLAS | TX | 75216 | PC | TOWARD A CAPITAL CAMPAIGN FOR A LARGER, PERMANENT HOME FOR THIS SOCIAL SERVICES ORGANIZATION. | $100,000 |
| FOREST FORWARD | ||||||
| 1610 S MALCOLM X BLVD | DALLAS | TX | 75226 | PC | TOWARD A CAPITAL CAMPAIGN TO REVITALIZE THE FOREST THEATER. | $200,000 |
| GIRL SCOUTS OF NORTHEAST TEXAS | ||||||
| 6001 SUMMERSIDE DRIVE | DALLAS | TX | 75252 | PC | FOR A SMART GREENHOUSE AT THE STEM CENTER OF EXCELLENCE AT CAMP WHISPERING CEDARS. | $100,000 |
| HARMONY COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 6969 PASTOR BAILEY DRIVE SUITE 110 | DALLAS | TX | 75237 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $20,000 |
| HARMONY COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 6969 PASTOR BAILEY DRIVE SUITE 110 | DALLAS | TX | 75237 | PC | EMERGENCY SUPPORT DUE TO WINTER STORM URI. | $5,000 |
| HEALING HANDS MINISTRIES | ||||||
| 8515 GREENVILLE AVENUE SUITE N108 | DALLAS | TX | 75243 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $20,000 |
| HOPE SUPPLY COMPANY | ||||||
| 10480 SHADY TRAIL SUITE 104 | DALLAS | TX | 75220 | PC | EMERGENCY SUPPORT DUE TO WINTER STORM URI. | $5,000 |
| JESUIT COLLEGE PREPARATORY SCHOOL OF DALLAS | ||||||
| 12345 INWOOD ROAD | DALLAS | TX | 75244 | PC | TOWARD RENOVATIONS OF PERFORMANCE SPACE-THEATER/FILM | $125,000 |
| JUNE SHELTON SCHOOL AND EVALUATION CENTER | ||||||
| 17301 PRESTON ROAD | DALLAS | TX | 75252 | PC | TOWARD A CAPITAL CAMPAIGN TO MOVE THE CAMPUS TO PRESTON ROAD | $125,000 |
| JUNIOR PLAYERS | ||||||
| 12225 GREENVILLE AVENUE SUITE 1020 | DALLAS | TX | 75243 | PC | TOWARD TABLETS AND LAPTOPS TO SUPPORT PROGRAMS OFFERED DURING OUT-OF-SCHOOL TIME | $50,000 |
| LOS BARRIOS UNIDOS COMMUNITY CLINIC | ||||||
| 809 SINGLETON BLVD | DALLAS | TX | 75212 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT. | $20,000 |
| MEADOWS FOUNDATION PARTNERSHIP FUND | ||||||
| 3003 SWISS AVENUE | DALLAS | TX | 75204 | PC | TO SUPPORT A PLAN TO ADDRESS HOMELESSNESS IN DALLAS. | $50,000 |
| METROCARE SERVICES | ||||||
| 1345 RIVER BEND DRIVE SUITE 200 | DALLAS | TX | 75247 | PC | TOWARD THE "CHANGING MINDS" CAPITAL CAMPAIGN. | $200,000 |
| METROCREST SERVICES INC | ||||||
| 13801 HUTTON DRIVE SUITE150 | FARMERS BRANCH | TX | 75234 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $10,000 |
| MOSAIC FAMILY SERVICES | ||||||
| 12225 GREENVILLE AVENUE SUITE 800 | DALLAS | TX | 75243 | PC | FOR VARIOUS ITEMS TO ACCOMMODATE VIRTUAL LEARNING FOR THE SCHOOL-AGED RESIDENTS. | $12,500 |
| MOSAIC FAMILY SERVICES | ||||||
| 12225 GREENVILLE AVENUE SUITE 800 | DALLAS | TX | 75243 | PC | EMERGENCY SUPPORT DUE TO WINTER STORM URI. | $5,000 |
| NASHER SCULPTURE CENTER | ||||||
| 2001 FLORA STREET | DALLAS | TX | 75201 | PC | TO REPLACE THE HUMIDIFICATION AND BUILDING MANAGEMENT SYSTEMS. | $57,900 |
| NEW FRIENDS NEW LIFE | ||||||
| 6060 N CENTRAL EXPRESSWAY SUITE 250 | DALLAS | TX | 75206 | PC | TOWARD FURNISHINGS FOR THEIR NEW LOCATION AT THE MEADOWS HISTORIC DISTRICT. | $12,500 |
| NORTH TEXAS FOOD BANK | ||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $50,000 |
| NOTRE DAME OF DALLAS SCHOOL INC | ||||||
| 2018 ALLEN STREET | DALLAS | TX | 75204 | PC | TO REPLACE AN OUTDATED VAN USED TO TRANSPORT STUDENTS. | $35,000 |
| OUR FRIENDS PLACE | ||||||
| 6500 GREENVILLE AVENUE SUITE 620 | DALLAS | TX | 75206 | PC | TOWARD AN ANNEX BUILDING AT THE BEAZLEY HOUSE (REPURPOSED 1/27/2020 TO HIGHEST NEED CAPITAL REPAIRS). | $50,000 |
| OUR FRIENDS PLACE | ||||||
| 6500 GREENVILLE AVENUE SUITE 620 | DALLAS | TX | 75206 | PC | EMERGENCY SUPPORT DUE TO WINTER STORM URI. | $5,000 |
| PARISH EPISCOPAL SCHOOL | ||||||
| 4101 SIGMA ROAD | DALLAS | TX | 75244 | PC | CAPITAL CAMPAIGN FOR PERFORMANCE & COMMUNITY CENTER | $75,000 |
| PARKLAND HEALTH AND HOSPITAL SYSTEM | ||||||
| 5201 HARRY HINES BLVD | DALLAS | TX | 75235 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $75,000 |
| PARKS FOR DOWNTOWN DALLAS | ||||||
| 901 MAIN ST 609 | DALLAS | TX | 75202 | PC | TOWARD PACIFIC PLAZA PARK, TO INCLUDE ASTON PARK AS ASTON GROVE | $225,000 |
| PAUL QUINN COLLEGE | ||||||
| 3837 SIMPSON STUART ROAD | DALLAS | TX | 75241 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE NEW TRAMMELL S. CROW LIVING AND LEARNING CENTER. | $125,000 |
| PEROT MUSEUM OF NATURE & SCIENCE | ||||||
| 2201 N FIELD STREET | DALLAS | TX | 75201 | PC | TO SUPPORT A CAPITAL CAMPAIGN FOR A NEW RESEARCH AND COLLECTIONS FACILITY | $112,500 |
| PRESERVATION DALLAS | ||||||
| 2922 SWISS AVENUE | DALLAS | TX | 75204 | PC | TOWARD AN HISTORIC CONTEXT ASSESSMENT & SURVEY | $25,000 |
| READERS 2 LEADERS | ||||||
| 2223 SINGLETON BLVD SUITE 140 | DALLAS | TX | 75212 | PC | TO SUPPORT A RELOCATION. | $25,000 |
| SALVATION ARMY DFW METROPLEX COMMAND | ||||||
| 8787 N STEMMONS FREEWAY SUITE 800 | DALLAS | TX | 75247 | PC | EMERGENCY SUPPORT DUE TO WINTER STORM URI. | $10,000 |
| SERVE DENTON | ||||||
| 306 N LOOP 288 | DENTON | TX | 76209 | PC | TO PARTICIPATE IN A CAPITAL CAMPAIGN FOR A NEW SHARED-SERVICES CENTER. | $50,000 |
| SERVICES OF HOPE | ||||||
| 5470 ELLSWORTH AVENUE | DALLAS | TX | 75206 | PC | EMERGENCY SUPPORT DUE TO WINTER STORM URI. | $5,000 |
| SOCIAL VENTURE PARTNERS (SVP) | ||||||
| PO BOX 670546 | DALLAS | TX | 75367 | PC | FOR TECHNOLOGY UPDATES. | $21,100 |
| SOCIETY OF ST VINCENT DE PAUL CHARITABLE PHARMACY OF NTX | ||||||
| 5750 PINELAND DRIVE SUITE 280 | DALLAS | TX | 75231 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $20,000 |
| SOUTHERN GATEWAY PUBLIC GREEN FOUNDATION | ||||||
| 300 CRESCENT COURT SUITE 400 | DALLAS | TX | 75201 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE SOUTHERN GATEWAY DECK PARK. | $250,000 |
| SOUTHERN METHODIST UNIVERSITY | ||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | PC | CAPITAL CAMPAIGN "CHANGING MINDS" | $312,500 |
| SOUTHWEST TRANSPLANT ALLIANCE | ||||||
| 5489 BLAIR RD | DALLAS | TX | 75231 | PC | TOWARD A CAPITAL CAMPAIGN FOR A NEW ORGAN RECOVERY CENTER | $125,000 |
| SOUTHWESTERN DIABETIC FOUNDATION | ||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | PC | TOWARD A CAPITAL CAMPAIGN TO REPLACE THE MEDICAL CENTER AT CAMP SWEENEY, A RESIDENTIAL DIABETIC REHABILITATION PROGRAM AND SUMMER CAMP. | $100,000 |
| SOUTHWESTERN MEDICAL FOUNDATION (PARKLAND) | ||||||
| 3889 MAPLE AVE 100 | DALLAS | TX | 75219 | PC | TOWARD A NEW BREAST CENTER | $125,000 |
| SOUTHWESTERN MEDICAL FOUNDATION (UTSW) | ||||||
| 3889 MAPLE AVE 100 | DALLAS | TX | 75219 | PC | TOWARD ACQUISITION OF A MAGNETOENCEPHALOGRAPH | $400,000 |
| TEACH FOR AMERICA - DFW | ||||||
| 600 N PEARL ST SUITE 2300 | DALLAS | TX | 75201 | PC | FOR TECHNOLOGY KITS FOR THE INSTRUCTORS WHO TRAIN CORPS MEMBERS AND TO HELP CREATE A RESOURCE ROOM AT THE TFA-DFW OFFICE. | $50,000 |
| TEXAS 2036 | ||||||
| 3963 MAPLE AVENUE SUITE 290 | DALLAS | TX | 75219 | PC | TO SUPPORT A STRATEGIC PLAN FOR THE STATE OF TEXAS. | $75,000 |
| TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN | ||||||
| 2223 WELBORN STREET | DALLAS | TX | 75219 | PC | TO SUPPORT CAPITAL IMPROVEMENTS THE DALLAS HOSPITAL, AS PART OF THE BOUNDLESS CAMPAIGN | $250,000 |
| TEXAS WOMEN'S FOUNDATION | ||||||
| 8150 N CENTRAL EXPY 110 | DALLAS | TX | 75206 | PC | TO NAME THE MAIN CONFERENCE ROOM AFTER ARLENE AND JOHN DAYTON. | $50,000 |
| TEXPROTECTS | ||||||
| 1341 W MOCKINGBIRD LANE SUITE 560W | DALLAS | TX | 75247 | PC | FOR TECHNOLOGY ENHANCEMENTS PRIMARILY TO IMPLEMENT ADVOCACY STRATEGIES | $52,000 |
| THE BRIDGE HOMELESS RECOVERY CENTER | ||||||
| 1818 CORSICANA STREET | DALLAS | TX | 75201 | PC | TOWARD BATHROOM RENOVATIONS. | $75,000 |
| THE MEN OF NEHEMIAH | ||||||
| 2010 AL LIPSCOMB WAY | DALLAS | TX | 75215 | PC | TOWARD RENOVATION OF TWO APARTMENT UNITS AT THIS ADDICTION RECOVERY CENTER. | $32,000 |
| THE SALVATION ARMY NORTH TEXAS AREA COMMAND | ||||||
| 8787 N STEMMONS FREEWAY SUITE 800 | DALLAS | TX | 75247 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $25,000 |
| THE USO | ||||||
| 2111 WILSON BOULEVARD SUITE 1200 | ARLINGTON | VA | 22201 | PC | TOWARD ESTABLISHING A USO CENTER AT DALLAS LOVE FIELD. | $25,000 |
| THE VISITING NURSE ASSOCIATION OF TEXAS | ||||||
| 1600 VICEROY DRIVE SUITE 400 | DALLAS | TX | 75235 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $20,000 |
| THE WILKINSON CENTER | ||||||
| PO BOX 720248 | DALLAS | TX | 75372 | PC | FOR EQUIPMENT IN THE FOOD PANTRY. | $18,000 |
| TR HOOVER COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 5106 BEXAR STREET | DALLAS | TX | 75216 | PC | TOWARD A VARIETY OF REPAIRS NEEDED TO MEET CODE REQUIREMENTS. | $25,000 |
| TURTLE CREEK CONVERVANCY | ||||||
| 3333 TURTLE CREEK BOULEVARD | DALLAS | TX | 75219 | PC | TOWARD INTERIOR CAPITAL UPDATES TO ARLINGTON HALL. | $20,000 |
| UNITED TO LEARN | ||||||
| 5310 HARVEST HILL ROAD SUITE 190 | DALLAS | TX | 75230 | PC | FOR TECHNOLOGY, CAPITAL, AND PROGRAMMING EXPENSES FOR EXPANSION INTO DISD PARTNER SCHOOLS IN SOUTHERN DALLAS. | $50,000 |
| UNITED WAY OF METROPOLITAN DALLAS | ||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | PC | FOR NEW HVAC AT THE DOWNTOWN HEADQUARTERS. | $120,000 |
| URSULINE ACADEMY OF DALLAS | ||||||
| 4900 WALNUT HILL LANE | DALLAS | TX | 75229 | PC | TOWARD CAPITAL CAMPAIGN | $150,000 |
| UT SOUTHWESTERN MEDICAL CENTER | ||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | PC | OPERATING FUNDS RELATED TO COVID-19 IMPACT | $75,000 |
| VISITING NURSE ASSOCIATION | ||||||
| 1600 VICEROY DRIVE SUITE 400 | DALLAS | TX | 75235 | PC | FOR A SECURITY FENCE AT THE MOCKINGBIRD LOCATION | $70,000 |
| VOGEL ALCOVE | ||||||
| 1738 GANO STREET | DALLAS | TX | 75215 | PC | TO REPLACE A PORTION OF THE HVAC SYSTEM. | $45,000 |
| VOLUNTEER OF AMERICA TEXAS | ||||||
| 300 E MIDWAY DRIVE | EULESS | TX | 76039 | PC | EMERGENCY SUPPORT DUE TO WINTER STORM URI. | $5,000 |
| WESLEY-RANKIN COMMUNITY CENTER | ||||||
| 3100 CROSSMAN AVENUE | DALLAS | TX | 75212 | PC | TOWARD ROOF REPLACEMENT AT THEIR MAIN WEST DALLAS LOCATION | $29,900 |
| WOMEN IN NEED OF GENEROUS SUPPORT WINGS | ||||||
| 2603 INWOOD ROAD | DALLAS | TX | 75235 | PC | WINGS TECHNOLOGY INITIATIVE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,400,700 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHILDREN'S MEDICAL CENTER OF DALLAS | ||||||
| 1935 MEDICAL DISTRICT DR | DALLAS | TX | 75235 | PC | TOWARD A CAPITAL CAMPAIGN TO RENOVATE, EXPAND, AND MODERNIZE THE ER DEPT. AT THE DALLAS CAMPUS. | $750,000 |
| DALLAS THEATER CENTER | ||||||
| 2400 FLORA ST 8TH FLOOR | DALLAS | TX | 75201 | PC | TOWARD DEVELOPMENT OF THE MASTER PLAN FOR KALITA HUMPHREYS THEATER. | $100,000 |
| ENCORE PARK | ||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | PC | TOWARD A CAPITAL CAMPAIGN FOR PHASE 2 OF ENCORE PARK, TO INCLUDE RENOVATION OF THE 508 PARK AVENUE BUILDING. | $150,000 |
| FOREST FORWARD | ||||||
| 1610 S MALCOLM X BLVD | DALLAS | TX | 75226 | PC | TOWARD A CAPITAL CAMPAIGN TO REVITALIZE THE FOREST THEATER. | $300,000 |
| GENESIS WOMEN'S SHELTER & SUPPORT | ||||||
| 4411 LEMMON AVE SUITE 201 | DALLAS | TX | 75219 | PC | TO SUPPORT A CAPITAL CAMPAIGN FOR A NON-RESIDENTIAL OUTREACH CENTER. | $100,000 |
| GEORGE W BUSH PRESIDENTIAL CENTER | ||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | PC | TOWARD OCEAN CONSERVATION EXHIBIT | $100,000 |
| JUNE SHELTON SCHOOL AND EVALUATION CENTER | ||||||
| 17301 PRESTON ROAD | DALLAS | TX | 75252 | PC | TOWARD A CAPITAL CAMPAIGN TO MOVE THE CAMPUS TO PRESTON ROAD | $125,000 |
| JUNIOR LEAGUE OF DALLAS | ||||||
| 8003 INWOOD ROAD | DALLAS | TX | 75209 | PC | TOWARD RESTORATION OF THE JUANITA J. CRAFT CIVIL RIGHTS HOUSE. | $100,000 |
| METROCARE SERVICES | ||||||
| 1345 RIVER BEND DRIVE SUITE 200 | DALLAS | TX | 75247 | PC | TOWARD THE "CHANGING MINDS" CAPITAL CAMPAIGN. | $100,000 |
| PARKS FOR DOWNTOWN DALLAS | ||||||
| 901 MAIN ST 609 | DALLAS | TX | 75202 | PC | TOWARD PACIFIC PLAZA PARK, TO INCLUDE ASTON PARK AS ASTON GROVE | $225,000 |
| RESOURCE CENTER OF DALLAS INC | ||||||
| 5750 CEDAR SPRINGS ROAD | DALLAS | TX | 75235 | PC | TOWARD A CAPITAL CAMPAIGN FOR LGBTQ-FRIENDLY, AFFORDABLE SENIOR HOUSING. | $100,000 |
| SOUTHERN GATEWAY PUBLIC GREEN FOUNDATION | ||||||
| 300 CRESCENT COURT SUITE 400 | DALLAS | TX | 75201 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE SOUTHERN GATEWAY DECK PARK. | $250,000 |
| SOUTHERN METHODIST UNIVERSITY | ||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | PC | CAPITAL CAMPAIGN "CHANGING MINDS" | $625,000 |
| SOUTHWEST TRANSPLANT ALLIANCE | ||||||
| 5489 BLAIR RD | DALLAS | TX | 75231 | PC | TOWARD A CAPITAL CAMPAIGN FOR A NEW ORGAN RECOVERY CENTER | $250,000 |
| TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN | ||||||
| 2223 WELBORN STREET | DALLAS | TX | 75219 | PC | TO SUPPORT CAPITAL IMPROVEMENTS THE DALLAS HOSPITAL, AS PART OF THE BOUNDLESS CAMPAIGN | $250,000 |
| UNITED TO LEARN | ||||||
| 5310 HARVEST HILL ROAD SUITE 190 | DALLAS | TX | 75230 | PC | FOR TECHNOLOGY, CAPITAL, AND PROGRAMMING EXPENSES FOR EXPANSION INTO DISD PARTNER SCHOOLS IN SOUTHERN DALLAS. | $50,000 |
| UNITED WAY OF METROPOLITAN DALLAS | ||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | PC | FOR NEW HVAC AT THE DOWNTOWN HEADQUARTERS. | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,695,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,658,105 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,525,981 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $50,570 |
| SECTION 481(A) ADJUSTMENT | 14 | $88,883 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,323,539 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,323,539 | 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 | $29,385 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,385 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $11,488,717 | EOYBookValueAmt |
| EOYFMV | $12,000,859 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $103,473,645 | EOYBookValueAmt |
| EOYFMV | $148,681,187 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,318,592 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,681,746 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,908 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,908 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SILVER COLLECTION - ESTHER HOBLITZELLE | $500 | $500 | $500 |
| PAINTINGS & ART OBJECTS | $16,500 | $16,500 | $16,500 |
| CAVALCADE OF TEXAS FILM | $1,479 | $1,479 | $1,479 |
| OTHER ASSETS | $1 | $1 | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES | $94,695 |
| SECTION 481(A) ADJUSTMENT FOR FY2017 METHOD CHANGE (LAST ADJ IN 2020) | $88,883 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $37,488 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,488 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| OTHER INCOME | $50,570 | $50,570 |
| SECTION 481(A) ADJUSTMENT | $88,883 | $88,883 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNFUNDED PENSION OBLIGATION | Desc |
| BOY Book Value | $2,384,914 | BOYBookValueAmt |
| EOY Book Value | $2,206,167 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $604,981 | $604,981 | $0 |
| OTHER PROFESSIONAL FEES | $4,198 | $0 | $4,198 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $17,681 | $2,652 | $15,029 |
| FEDERAL EXCISE TAXES | $55,000 | $0 | $0 |
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