CHARLES S & RUTH C SHARP FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHARLES S & RUTH C SHARP FOUNDATION INC (EIN 75-6045366)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-01
IRS object ID
202040929349100309
Schema version
2019v5.1
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)
Return2020-04-01T13:44:13-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752009214PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HALLA MARLOWE COUTANT & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18150 N CENTRAL EXPRESSWAY STE 1620AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752061986ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN756045366EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RUTH C AND CHARLES S SHARP FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRUTHBusinessNameControlTxt
Phone9722216202PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12626 COLE AVE LB 24AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN F SHARPPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9722216202PhoneNum
Signature2020-04-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES P MARLOWEPreparerPersonNm
PTINP00542466PTIN
Phone2143738117PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,322,045FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$210,580ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$261InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$261InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$198,531DividendsRevAndExpnssAmt
Dividends Net Invst Incm$198,531DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$27,051NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,741,936GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$178,134OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$178,134OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$560,455TotalRevAndExpnssAmt
Total Net Invst Incm$376,926TotalNetInvstIncmAmt
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$19,969AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,992AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$68,428OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$68,428OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,659TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,659TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,425OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,429OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl-$4OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$102,481TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$82,516TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,988TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$427,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$427,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$529,481TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$82,516TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$431,988TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,974ExcessRevenueOverExpensesAmt
Net Investment Income$294,410NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$37,126CashBOYAmt
Cash EOY$104,888CashEOYAmt
Cash EOYFMV$104,888CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,071,444SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$369,195SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$369,195SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$897AcctRcvblAmt
Acct Rcvbl BOY$718AcctRcvblBOYAmt
Acct Rcvbl EOY$897AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$897AcctRcvblEOYFMVAmt
US Government Obligations BOY$2,888,691USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,172,698USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,180,343USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,150,269CorporateStockBOYAmt
Corporate Stock EOY$2,408,656CorporateStockEOYAmt
Corporate Stock EOYFMV$4,930,958CorporateStockEOYFMVAmt
Corporate Bonds BOY$134,945CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$589,317OtherInvestmentsBOYAmt
Other Investments EOY$689,905OtherInvestmentsEOYAmt
Other Investments EOYFMV$730,637OtherInvestmentsEOYFMVAmt
Other Assets BOY$6,239OtherAssetsBOYAmt
Other Assets EOY$5,127OtherAssetsEOYAmt
Other Assets EOYFMV$5,127OtherAssetsEOYFMVAmt
Total Assets BOY$6,878,749TotalAssetsBOYAmt
Total Assets EOY$6,751,366TotalAssetsEOYAmt
Total Assets EOYFMV$9,322,045TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,000AccountsPayableBOYAmt
Total Liabilities BOY$1,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,877,749NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,751,366NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,877,749TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,751,366TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,878,749TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,751,366TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,877,749TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,974ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,908,723SubtotalAmt
Other Decreases$157,357OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,751,366TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
3700 SCHLUMBERGER LTDP2019-01-10$152,996$255,282-$102,286-$102,286
1711.026356 DELL TECHNOLOGIES INCP2019-01-28$75,908$124,673-$48,765-$48,765
156.973644 DELL TECHNOLOGIES INCP2019-01-28$6,964$11,438-$4,474-$4,474
0.822 DELL TECHNOLOGIES INCP2019-01-28$38$60-$22-$22
10 DELL TECHNOLOGIES INCP2019-01-31$468$729-$261-$261
135000 UNITEDHEALTH GROUP INC UNSECD SR NT DTD 02/25/16 1.700% DUE 02/15/19P2019-02-25$135,000$134,945$55$55
180000 UNITED STATES TREAS NT DTD 06/30/17 1.250% DUE 06/30/19P2019-03-05$179,283$179,283$0$0
865000 UNITED STATES TREAS NT DTD 03/31/18 1.500% DUE 03/31/19P2019-04-01$865,000$865,000$0$0
1150 QUALCOMM INCP2019-04-18$91,944$3,338$88,606$88,606
870000 UNITED STATES TREAS NT DTD 05/31/17 1.250% DUE 05/31/19P2019-05-31$870,000$870,000$0$0
496000 UNITED STATES TREAS NT DTD 06/30/17 1.250% DUE 06/30/19P2019-06-30$496,000$496,000$0$0
195000 UNITED STATES TREAS NT DTD 10/02/17 1.375% DUE 09/30/19P2019-07-25$194,681$194,570$111$111
729000 UNITED STATES TREAS NT DTD 09/15/19 .0875% DUE 09/15/19P2019-09-15$729,000$729,000$0$0
534000 UNITED STATES TREAS NT DTD 10/02/17 1.375% DUE 09/30/19P2019-09-30$534,000$534,000$0$0
468000 UNITED STATES TREAS BILL DTD 10/11/18 DUE 10/10/19P2019-10-10$465,393$465,393$0$0
40000 UNITED STATES TREAS NT DTD 12/15/16 1.375% DUE 12/15/19P2019-11-07$39,988$39,988$0$0
485000 UNITED STATES TREAS NT DTD 12/15/16 1.375% DUE 12/15/19P2019-12-18$485,000$485,000$0$0
3866 CELGENE INCP2019-12-31$420,273$380,288$39,985$39,985
FieldValueIRS element (for citing)
Capital Gain Net Income-$27,051CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$361,628AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,369,744NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056773DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,964,188AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,762,337NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.340867DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,996,131AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,864,605NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.380964DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,966,816AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$11,093,769NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.357572DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,748,712AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$13,142,075NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.133062DistributionYr5Rt
Total Distribution1.269238TotalDistributionRt
Average Distribution0.253848AverageDistributionRt
Net Vl Noncharitable Assets$8,499,921NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,157,688AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,944NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,160,632AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$431,988QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,888InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,888SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,888TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$755EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$755TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$183EsPenaltyAmt
Tax Due$5,316TaxDueAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PENN DAVIS MCFARLAND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2148712772PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12626 COLE AVE STE 504AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75204ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SALLY S HARRIS
LB 24 2626 COLE AVEDALLASTX75204VICE PRESIDENT & DIRECTOR4.00$0$0$0
SUSAN F SHARP
LB 24 2626 COLE AVEDALLASTX75204PRESIDENT & DIRECTOR4.00$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)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,835,041AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$794,320AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,629,361TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,629,361AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$129,440CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,499,921NetVlNoncharitableAssetsAmt
Minimum Investment Return$424,996MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$424,996MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,888TaxBasedOnInvestmentIncomeAmt
Total Tax$5,888TotalTaxAmt
Distributable Before Adj$419,108DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$419,108DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$419,108DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$431,988ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$431,988QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$431,988AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$419,108DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,118,405ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,445,416ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,614,611ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,688,549ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$48,444ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,915,425TotalExcessDistributionCyovAmt
Qualifying Distributions$431,988QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$419,108AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,880RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,928,305TotalCorpusAmt
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$1,118,405ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,809,900ExcessDistriCyovToNextYrAmt
Excess From Year4$3,445,416ExcessFromYear4Amt
Excess From Year3$2,614,611ExcessFromYear3Amt
Excess From Year2$1,688,549ExcessFromYear2Amt
Excess From Year1$48,444ExcessFromYear1Amt
Excess From Current Year$12,880ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF GREATER DALLAS
4816 WORTH STDALLASTX75246NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$25,000
DALLAS TENNIS ASSOCIATION
14679 MIDWAY RD 104ADDISONTX75001NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$15,000
IN-SYNC EXOTICS
PO BOX 968WYLIETX75098NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$90,000
MILES OF FREEDOM
2922 MARTIN LUTHER KING JR BLVDDALLASTX75215NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$5,000
NEW FRIENDS NEW LIFE
PO BOX 192378DALLASTX75209NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$10,000
ST JAMES PLACE
352 MAIN STGREAT BARRINGTONMA01230NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$277,000
WOODROW WILSON HIGH SCHOOL COMMUNITY FOUNDATION
100 GLASGOWDALLASTX75214NONE501(C)(3)SUPPORT CHARITABLE ACTIVITIES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$427,000TotalGrantOrContriPdDurYrAmt
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$261ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$198,531ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business211110BusinessCd
Unrelated Business Taxbl Incm$15,760UnrelatedBusinessTaxblIncmAmt
Exclusion15ExclusionCd
Exclusion$162,374ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$27,051ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$15,760UnrelatedBusinessTaxblIncmAmt
Exclusion$334,115ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$349,875TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
SALLY S HARRIS
149 LOCUST HILL RDGREAT BARRINGTONMA01230$51,179Yes (X)
SALLY S HARRIS
249 LOCUST HILL RDGREAT BARRINGTONMA01230$104,148Yes (X)
SALLY S HARRIS
349 LOCUST HILL RDGREAT BARRINGTONMA01230$54,253Yes (X)
SALLY S HARRIS
449 LOCUST HILL RDGREAT BARRINGTONMA01230$500Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1CHECK POINT SOFTWARE TECH LTD COMMON STOCK, 200 SHARESXYLEM INC COMMON STOCK,370 SHARES$51,1792019-09-16
2ALPHABET CLASS C COMMOM STOCK, 81 SHARES$104,1482019-10-28
3ALPHABET CLASS A COMMON STOCK, 40 SHARES$54,2532019-12-20
4DUE FROM RUTH C AND CHARLES SHARP FOUNDATION$5002019-12-31

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & LEGAL FEESCategoryTxt
Amt$19,969Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,992DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUS CORPORATE SECURITIESStockNm
EOY Book Value$2,408,656EOYBookValueAmt
EOYFMV$4,930,958EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,172,698USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,180,343USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFOREIGN CORPORATE SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$689,905BookValueAmt
EOYFMV$730,637EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXCISE TAX DEPOSITS$6,239$755$755
ACCRUED INTEREST$4,372$4,372

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT OF CONTRIBUTED SECURITIES TO DONOR'S BASISDesc
Amt$157,357Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES-$4$0-$4
INVESTMENT EXPENSES$7,429$7,429$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME FROM PASS-THROUGH INVESTMENTS$15,760$15,760$15,760
OIL & GAS ROYALTIES, NET$162,374$162,374$162,374

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANGEMENT FEESCategoryTxt
Amt$68,428Amt
Net Investment Income$68,428NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES PAID ON FOREIGN INVESTMENT INCOME$1,525$1,525$0
EXCISE TAX$5,098$5,098$0
PROPERTY TAXES$36$36$0

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