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THE PAULOS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE PAULOS FOUNDATION (EIN 75-2353196)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349102239
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)
Return2021-11-15T09:58:43-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN750786316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEAVER AND TIDWELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12300 N FIELD ST STE 1000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752353196EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAULOS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone2146926122PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16708 ASHBROOK DRIVEAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76132ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFLORA BREWERPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone2146926122PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFLORAPersonFirstNm
Person LastBREWERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN W REEVESPreparerPersonNm
PTINP01248048PTIN
Phone9724901970PhoneNum

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$4,558,832FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,407ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$68,257DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,257DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$234,951GrossRentsRevAndExpnssAmt
Net Rental Income Or Loss-$28,493NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$408,982NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,649,850GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$408,982CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$742,600TotalRevAndExpnssAmt
Total Net Invst Incm$477,242TotalNetInvstIncmAmt
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$3,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,650AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,650AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,118TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,118TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$54,652DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$208,792OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$208,792OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$269,862TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,768TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$210,442TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$991,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$991,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,261,512TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,768TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,202,092TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$518,912ExcessRevenueOverExpensesAmt
Net Investment Income$472,474NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$656,797SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$164,039SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$164,039SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,348,604OtherInvestmentsBOYAmt
Other Investments EOY$2,236,846OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,092,838OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,524,202LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$229,541LandBldgEquipAccumDeprecAmt
Land BOY$1,208,957LandBOYAmt
Land EOY$1,294,661LandEOYAmt
Land EOYFMV$1,294,661LandEOYFMVAmt
Other Assets BOY$7,294OtherAssetsBOYAmt
Other Assets EOY$7,294OtherAssetsEOYAmt
Other Assets EOYFMV$7,294OtherAssetsEOYFMVAmt
Total Assets BOY$4,221,652TotalAssetsBOYAmt
Total Assets EOY$3,702,840TotalAssetsEOYAmt
Total Assets EOYFMV$4,558,832TotalAssetsEOYFMVAmt
Accounts Payable BOY$238AccountsPayableBOYAmt
Accounts Payable EOY$238AccountsPayableEOYAmt
Other Liabilities BOY-$3,135OtherLiabilitiesBOYAmt
Other Liabilities EOY-$3,035OtherLiabilitiesEOYAmt
Total Liabilities BOY-$2,897TotalLiabilitiesBOYAmt
Total Liabilities EOY-$2,797TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$615,280CapitalStockBOYAmt
Capital Stock EOY$615,280CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,609,269RetainedEarningBOYAmt
Retained Earning EOY$3,090,357RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,224,549TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,705,637TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,221,652TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,702,840TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,224,549TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$518,912ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,705,637SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,705,637TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TOTAL BOND MKT INDEX ADMP$14,150$13,329$821$821
ULTRASHORTTERM BOND ADMP$200,000$199,940$60$60
TOTAL BOND MKT INDEX ADMP$96,901$91,280$5,621$5,621
500 INDEX FUND ADMP$674,876$279,669$395,207$395,207
TOTAL BOND MKT INDEX ADMP$443,217$393,205$50,012$50,012
ISHARES RUSSP$85,634$93,658-$8,024-$8,024
VNGRD FTSE EUROPEP$135,072$169,787-$34,715-$34,715
FieldValueIRS element (for citing)
Capital Gain Net Income$408,982CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,567InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,567SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,567TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,969EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$8,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,969TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,402OverpaymentAmt
Applied To ES Tax$3,402AppliedToESTaxAmt
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 BooksMS FLORA A BREWERIndividualWithBooksNm
Phone8179464939PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16708 ASHBROOK DRIVEAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76132ZIPCd
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
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
JOHN J PAULOS
6309 W COURTYARD DRAUSTINTX78730DIRECTOR0.00$0$0$0
FLORA A BREWER
6708 ASHBROOK DRFT WORTHTX76132CHAIRMAN, PRES0.00$0$0$0
SAM G PAULOS
6433 NORWAY RDDALLASTX75230DIRECTOR0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1OPERATION OF PALM TREE APARTMENTSDescription1Txt
Expenses1$208,792Expenses1Amt

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$2,991,454AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$213,106AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,969FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,206,529TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,206,529AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,098CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,158,431NetVlNoncharitableAssetsAmt
Minimum Investment Return$157,922MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$157,922MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,567TaxBasedOnInvestmentIncomeAmt
Total Tax$6,567TotalTaxAmt
Distributable Before Adj$151,355DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$151,355DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$151,355DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,202,092ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$19,229CharitableAssetsAcquisPaidAmt
Qualifying Distributions$1,221,321QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,221,321AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$151,355DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,147,811ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,269,579ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$465,224ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$876,683ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$832,967ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,592,264TotalExcessDistributionCyovAmt
Qualifying Distributions$1,221,321QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$151,355AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,069,966RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,662,230TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,147,811ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,514,419ExcessDistriCyovToNextYrAmt
Excess From Year4$1,269,579ExcessFromYear4Amt
Excess From Year3$465,224ExcessFromYear3Amt
Excess From Year2$876,683ExcessFromYear2Amt
Excess From Year1$832,967ExcessFromYear1Amt
Excess From Current Year$1,069,966ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ANY BABY CAN
6207 SHERIDAN AVEAUSTINTX78723NONEPCEDUCATION$12,500
AT&T PERFORMING ARTS CENTER
2403 FLORA STDALLASTX75201NONEPCARTS$5,000
AUSTIN COLLEGE
900 N GRAND AVESHERMANTX75090NONEPCEDUCATION$500
AUSTIN SYMPHONY
1101 RED RIVER STAUSTINTX78701NONEPCARTS$3,000
CATO INSITUTE
1000 MASSACHUSSETTS AVE NWWASHINGTONDC20001NONEPCPUBLIC POLICY$1,000
CENTER FOR PUBLIC POLICY PRIORITESUW
7020 EASY WIND DR STE 200AUSTINTX78752NONEPCWELFARE$25,000
CENTER FOR TRANSFORMING LIVES
512 W 4TH STFORT WORTHTX76102NONEPCWELFARE$70,000
CHILDREN'S MEDICAL CENTER FOUNDATION
1935 MEDICAL DISTRICT DRDALLASTX75235NONEPCHEALTH$5,000
DALLAS ARBORETUM
8617 GARLAND ROADDALLASTX75218NONEPCARTS$2,000
DALLAS MUSEUM OF ART
1717 N HARWOOD STDALLASTX75201NONEPCARTS$3,000
DALLAS OPERA
2403 FLORA ST 500DALLASTX75201NONEPCARTS$15,500
DALLAS SYMPHONY
2301 FLORA ST STE 300DALLASTX75201NONEPCARTS$22,500
DALLAS THEATER CENTER
3636 TURTLE CREEK BLVDDALLASTX75219NONEPCARTS$15,000
DALLAS URBAN DEBATE ALLICANCE
PO BOX 670564DALLASTX75367NONEPCEDUCATION$10,000
DRC SOLUTIONS
PO BOX 0871FORT WORTHTX76101NONEPCWELFARE$40,000
FWISD EDUCATION FOUNDATION-TEACHING AWARD
100 N UNIVERSITY DRFORT WORTHTX76107NONEPCEDUCATION$5,750
HELPING RESTORE ABILITY
4300 BELTWAY PLACE 130ARLINGTONTX76018NONEPCWELFARE$40,000
HOLY TRINITY ACADEMY
13555 HILLCREST ROADDALLASTX75240NONEPCEDUCATION$1,000
HOLY TRINITY GREEK ORTHODOX CHURCH
13555 HILLCREST ROADDALLASTX75240NONEPCCHURCH$10,500
KERA
3000 HARRY HINES BLVDDALLASTX75201NONEPCPOLICY; ARTS$3,500
LYRIC STAGE
3333 N MACARTHUR BLVD STE 300IRVINGTX75062NONEPCARTS$5,000
NEW LEAF COMMUNITY SERVICES - HOUSING PROJ
301 COMMERCE STREET SUITE 1500FORT WORTHTX76102NONEPCWELFARE$520,000
PARISH EPISCOPAL SCHOOL
4101 SIGMA ROADDALLASTX75244NONEPCEDUCATION$5,000
PROJECT HOPE
PO BOX 96340WASHINGTONDC20090NONEPCWELFARE$2,500
RECOVERY RESOURCE COUNCIL ON DRUG AND ALCOHOL
2700 AIRPORT FREEWAYFORT WORTHTX76111NONEPCWELFARE$45,000
SHELTON SCHOOL
15720 HILLCREST RDDALLASTX75248NONEPCEDUCATION$17,500
TACA
1722 ROUTH ST STE 115DALLASTX75201NONEPCARTS$2,500
WESTLAKE UNITED METHODIST CHURCH
1460 REDBUD TRLAUSTINTX78746NONEPCCHURCH$51,000
COMMUNITY HEALTHCARE OF TEXAS
6100 WESTERN PLACE SUITE 105FORT WORTHTX76107NONEPCHEALTH$2,000
DALLAS HOLOCAUST MUSEUM
300 N HOUSTON STDALLASTX75202NONEPCEDUCATION$2,500
FOUNDATION FOR THE HOMELESS
6719 N LAMAR BLVD SUITE DAUSTINTX78752NONEPCWELFARE$1,000
NATURE CONSERVANCY
3001 KNOX STDALLASTX75202NONEPCWELFARE$2,000
NAVOL
6708 ASHBROOK DRIVEFORT WORTHTX76132NONEPCWELFARE$5,000
OFFICE OF YOUTH AND YOUNG ADULT MINISTRIES
3725 BLACKBURN STREETDALLASTX75219NONEPCCHURCH$2,400
SAMARITAN HOUSE
929 HEMPHILL STFORT WORTHTX76104NONEPCWELFARE$5,000
ST BARBARA'S PHILOPTOCHOS
13555 HILLCREST RDDALLASTX75240NONEPCCHURCH$6,000
TARRANT COUNTY COLLEGE FNDN - STUDENT EMERGENCY FUND
300 TRINITY CAMPUS CIRCLE SUITEFORT WORTHTX76102NONEPCEDUCATION$5,0001300A
UNICEF
750 NORTH ST PAUL STREET 1610DALLASTX75201NONEPCINTERNATIONAL$21,000
UNIV OF TEXAS AT AUSTIN BLANTON ANNUAL FUND
3102 OAK LAWN AVE UNIT 350DALLASTX75219NONEPCEDUCATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$991,650TotalGrantOrContriPdDurYrAmt
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$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,257ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion17ExclusionCd
Exclusion-$28,493ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$408,982ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$448,749ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$448,749TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonFLORA A BREWERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16708 ASHBROOK DRAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76132ZIPCd
FieldValueIRS element (for citing)
Total Contributions$27,107TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,300Amt
Net Investment Income$1,650NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,650DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (8 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
BUILDING - PALM TREE APARTMENTS2015-08-21$1,364,617$173,677SL27.500000000000$49,622$0
LEASEHOLD IMPROVEMENTS - PALM TREE APARTMENTS2017-12-15$7,500$1,042SL15.000000000000$500$500
LAND - VACANT LOT FOR COMMUNITY GARDEN2017-02-01$11,729L$0$0
LEASEHOLD IMPROVEMENTS - PALM TREE APARTMENTS2020-02-29$3,281SL15.000000000000$182$0
LEASEHOLD IMPROVEMENTS - PALM TREE APARTMENTS2020-04-06$66,000SL15.000000000000$3,300$0
LEASEHOLD IMPROVEMENTS - PALM TREE APARTMENTS2020-05-05$1,075SL15.000000000000$48$0
LEASEHOLD IMPROVEMENTS - PALM TREE APARTMENTS2020-09-30$40,000SL15.000000000000$667$0
LEASEHOLD IMPROVEMENTS - PALM TREE APARTMENTS2020-10-27$30,000SL15.000000000000$333$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD 500 INDEXAT COST$262,086$565,160
ISHARES MSCI EMERGING MARKETS ETFAT COST$248,425$361,690
ISHARES RUSSELL 1000 VALUE ETFAT COST$135,817$273,460
ISHARES RUSSELL 2000 VALUE ETFAT COST$257,033$395,250
ISHARES CURRENCY HEDGED MSCI GERMANY ETFAT COST$218,786$292,297
VANGUARD FTSE EUROPE ETFAT COST$148,368$180,720
PIMCO DYNAMIC CREDIT INCOME FUNDAT COST$61,190$63,600
WISDOMTREE TRUST EURO HEDGED ETFAT COST$146,236$198,900
VANGUARD ULTRA ST BOND ADMAT COST$758,905$761,761

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PF RESIDENTIAL ACCUMULATED AMORTIZATION-$1,017-$1,017-$1,017
CONSTRUCTION IN PROGRESS$2,211$2,211$2,211
PF RESIDENTIAL OTHER ASSETS$6,100$6,100$6,100

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES RELATED TO OPERATION OF PALM TREE APTS$0$0$208,792
EXPENSES RELATED TO OPERATION OF PALM TREE APARTMENTS$208,792$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
PENDING TRANSACTIONS-$3,135-$3,135
SECURITY DEPOSITS$0$100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN DIVIDEND TAXESCategoryTxt
Amt$3,118Amt
Net Investment Income$3,118NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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