HOBLITZELLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HOBLITZELLE FOUNDATION (EIN 75-6003984)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2020-08-31
- IRS object ID
- 202002449349100600
- 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
- 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 | 2020-08-31T07:16:31-05:00 | ReturnTs |
| Tax Period End | 2020-04-30 | 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 | 2019-05-01 | 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 | 2020-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKECPA | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.184.161.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-26 | IPDt |
| IP Tm | 15:08:25 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 43D59C4C95845C22EF2A67E7EAE6ACBEFA77DDD9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $134,495,545 | 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 | $2,929,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,929,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,217,248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,377,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,217,248 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $157,143 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,303,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,146,616 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $313,958 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $47,094 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $266,864 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $853,068 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $127,960 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $84,543 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,122 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,122 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $561,023 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $547,781 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,242 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $127,338 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,692 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,254 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $79,805 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,971 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $67,834 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,741 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,741 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6,929 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $6,929 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,051 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,025,860 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $737,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $538,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,879,359 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,025,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,905,219 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $737,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,563,505 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,398,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,409,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,672 | CashBOYAmt |
| Cash EOY | $9,490 | CashEOYAmt |
| Cash EOYFMV | $9,490 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,421,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,080,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,080,934 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $301,662 | AcctRcvblAmt |
| Acct Rcvbl BOY | $423,606 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $301,662 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $301,662 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $11,304,396 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,147,929 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,051,879 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $94,740,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $92,341,633 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $96,338,628 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $28,646,748 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,228,240 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,694,472 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,159,263 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| 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 | $141,717,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,128,368 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,495,545 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $8,010,741 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,865,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,806,006 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,384,914 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,816,747 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,249,914 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $131,901,197 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $120,878,454 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $131,901,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $120,878,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $141,717,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,128,368 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $131,901,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,398,540 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $133,299,737 | SubtotalAmt |
| Other Decreases | $12,421,283 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $120,878,454 | 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 | $72,377,731 | GrossSalesPriceAmt |
| Cost Or Other Basis | $68,160,483 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,217,248 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,217,248 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,217,248 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,672,278 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $141,738,553 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054130 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,844,006 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $141,753,386 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055336 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,062,821 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $131,357,253 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053768 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,472,649 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $124,562,883 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051963 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,970,818 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $131,256,976 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053108 | DistributionYr5Rt |
| Total Distribution | 0.268305 | TotalDistributionRt |
| Average Distribution | 0.053661 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $139,928,750 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,508,717 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $64,091 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,572,808 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,563,505 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $128,182 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $128,182 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $128,182 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $185,531 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $185,531 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $57,349 | OverpaymentAmt |
| Applied To ES Tax | $57,349 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN W DAYTON | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| KAREN L SHUFORD | ||||||||
| 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 | $237,500 | $35,625 | $0 |
| JERE W THOMPSON JR | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHRIS BAKER | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | SECRETARY/ MANAGER | 40.00 | $11,667 | $1,750 | $0 |
| LISA HALL | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | EXECUTIVE ASSISTANT | 40.00 | $64,792 | $9,719 | $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 |
| HOLLAND P GARY | ||||||||
| 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 |
| 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 | $547,781 | 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 | $135,049,177 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,010,468 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,059,645 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,059,645 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,130,895 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $139,928,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,996,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,996,438 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128,182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $128,182 | TotalTaxAmt |
| Distributable Before Adj | $6,868,256 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,868,256 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,868,256 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,563,505 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,563,505 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,563,505 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,868,256 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $834,520 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $313,216 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $597,073 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $970,455 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $709,816 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,425,080 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,563,505 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,563,505 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $304,751 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $304,751 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,120,329 | 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 | $529,769 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,590,560 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $313,216 | ExcessFromYear4Amt |
| Excess From Year3 | $597,073 | ExcessFromYear3Amt |
| Excess From Year2 | $970,455 | ExcessFromYear2Amt |
| Excess From Year1 | $709,816 | ExcessFromYear1Amt |
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 (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 29 ACRES | |||||||
| 4516 LOVERS LANE 129 | DALLAS | TX | 75225 | PC | TOWARD CAPITAL CAMPAIGN TO BUILD LIVING COMMUNITY FOR ADULTS W/AUTISM | $50,000 | |
| AFTER8TOEDUCATE | |||||||
| 12900 PRESTON RD SUITE 1220 | DALLAS | TX | 75230 | PC | CAPITAL CAMPAIGN TO REPURPOSE FANNIE C. HARRIS ELEMENTARY SCHOOL | $100,000 | |
| AGAPE CLINIC | |||||||
| 4104 JUNIUS STREET | DALLAS | TX | 75246 | PC | TOWARD TECHNOLOGY TO DIFITIZE MEDICATION INVENTORY | $8,900 | |
| AMERICAN RED CROSS (DALLAS) | |||||||
| 2055 KENDALL DRIVE | DALLAS | TX | 75235 | PC | TORNADO RELIEF | $10,000 | |
| AMON CARTER MUSEUM | |||||||
| 3501 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | PC | CAPITAL UPDATES TO BENEFIT PHOTOGRAPHY PRESERVATION | $75,000 | |
| ARLINGTON LIFE SHELTER | |||||||
| 325 W DIVISION ST | ARLINGTON | TX | 76011 | PC | CAPITAL CAMPAIGN TO SIGNIFICANTLY EXPAND THE SHELTER FACILITIES | $50,000 | |
| AUSTIN STREET CENTER | |||||||
| 2929 HICKORY STREET | DALLAS | TX | 75226 | PC | CAPITAL CAMPAIGN FOR NEW CENTER | $125,000 | |
| BETTER TOGETHER FUND | |||||||
| 3963 MAPLE AVENUE SUITE 390 | DALLAS | TX | 75219 | PC | TO BECOME A FUNDING PARTNER OF THE BETTER TOGETHER FUND | $60,000 | |
| BIG THOUGHT | |||||||
| 1409 S LAMAR ST S 1015 | DALLAS | TX | 75215 | PC | TOWARD CAPITAL IT UPDATES | $100,000 | |
| BISHOP DUNNE CATHOLIC SCHOOL | |||||||
| 3900 RUGGED DR | DALLAS | TX | 75224 | PC | TOWARD REPLACEMENT OF SCHOOL BUS | $50,000 | |
| BOYS & GIRLS CLUB OF GREATER DALLAS | |||||||
| 4816 WORTH STREET | DALLAS | TX | 75246 | PC | TOWARD REPLACEMENT OF SCHOOL BUS & POOL HEATER, OAK CLIFF CLUB LOCATION | $50,000 | |
| CARA MA THEATRE CO | |||||||
| 3630 HARRY HINES BLVD | DALLAS | TX | 75219 | PC | TOWARD UPDATED LIGHTING & SOUND EQUIPMENT | $16,760 | |
| CATHOLIC CHARITIES OF DALLAS INC | |||||||
| 1421 W MOCKINGBIRD LANE | DALLAS | TX | 75247 | PC | SUPPORT RENOVATIONS AT THE CENTRAL SERVICE CENTER, MOCKINGBIRD LANE | $100,000 | |
| CHILD AND FAMILY GUIDANCE CENTER | |||||||
| 8915 HARRY HINES BOULEVARD | DALLAS | TX | 75235 | PC | CAPITAL CAMPAIGN FOR BUILDING IMPROVEMENTS | $100,000 | |
| CHILD POVERTY ACTION LAB (CPAL) | |||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | PC | TOWARD OFFICE FURNISHINGS & TECH INFRASTRUCTURE | $50,000 | |
| CHILDCAREGROUP | |||||||
| 1420 WEST MOCKINGBIRD LANE SUITE | DALLAS | TX | 75247 | PC | TOWARD NEW COMPUTERS & TABLETS | $39,000 | 300 |
| CHILDREN AT RISK INC | |||||||
| 2900 LIVE OAK ST SUITE 400 | DALLAS | TX | 75204 | PC | TOWARD TECHNOLOGY UPDATES | $28,715 | |
| CHILDREN'S MEDICAL CENTER | |||||||
| 1935 MEDICAL DISTRICT DR | DALLAS | TX | 75235 | PC | CAPITAL CAMPAIGN TO RENOVATE, EXPAND & MODERNIZE THE ER DEPT., DAL | $375,000 | |
| CRISTO REY DALLAS COLLEGE PREPARATORY SCHOOL | |||||||
| 1064 N ST AUGUSTINE DR | DALLAS | TX | 75217 | PC | TOWARD CONSTRUCTION OF CAMPUS INNOVATION CENTER | $100,000 | |
| DALLAS ARBORETUM AND BOTANICAL SOCIETY | |||||||
| 8625 GARLAND ROAD | DALLAS | TX | 75218 | PC | CAPITAL CAMPAIGN FOR A NEW HORTICULTURAL CENTER | $150,000 | |
| DALLAS WINDS | |||||||
| 1465 FIRST AVENUE | DALLAS | TX | 75359 | PC | TOWARD TECHNOLOGY UPDATES | $3,700 | |
| EL PASO COMMUNITY FOUNDATION | |||||||
| 333 N OREGON ST | DALLAS | TX | 79901 | PC | TOWARD HIGHEST NEED FOLLOWING EL PASO SHOOTING | $25,000 | |
| EPISCOPAL SCHOOL OF DALLAS | |||||||
| 4100 MERRELL RD | DALLAS | TX | 75229 | PC | CAPITAL CAMPAIGN FOR RELOCATION OF LOWER SCHOOL TO MAIN CAMPUS | $100,000 | |
| ESSILOR VISION FOUNDATION | |||||||
| 13515 N STEMMONS FWY | DALLAS | TX | 75234 | PC | TOWARD EQUIPMENT FOR NEW MOBILE CLINIC | $31,000 | |
| FAITH FAMILY ACADEMY | |||||||
| 1608 OSPREY DRIVE | DESOTO | TX | 75115 | PC | TOWARD MOBILE LEARNING CLASSROOM | $50,000 | |
| FRONTIERS OF FLIGHT MUSEUM | |||||||
| 6911 LEMMON AVE | DALLAS | TX | 75209 | PC | TOWARD UPDATED AUDIO/VISUAL SYSTEM FOR THE AUDITORIUM | $35,000 | |
| GROUNDWORK DALLAS | |||||||
| 3001 QUEBEC STREET SUITE 201 | DALLAS | TX | 75247 | PC | TOWARD A BUS TO TRANSPORT YOUTH | $20,000 | |
| HOLY TRINITY CATHOLIC SCHOOL | |||||||
| 3815 OAK LAWN AVE | DALLAS | TX | 75219 | PC | TOWARD SECURITY SYSTEM UPDATES | $15,000 | |
| IN THE CITY FOR GOODYMCA (1-FOR-2 CHALLENGE GRANT) | |||||||
| 10455 N CENTRAL EXPY 109-140 | DALLAS | TX | 75230 | PC | TOWARD KITCHEN IMPROVEMENTS, PARK SOUTH YMCA | $5,741 | |
| JESUIT COLLEGE PREPARATORY SCHOOL OF DALLAS | |||||||
| 12345 INWOOD ROAD | DALLAS | TX | 75244 | PC | TOWARD RENOVATIONS OF PERFORMANCE SPACE-THEATER/FILM | $125,000 | |
| JUBILEE PARK & COMMUNITY CENTER (MATCH) | |||||||
| 917 BANK STREET | DALLAS | TX | 75223 | PC | TOWARD PURCHASE OF AN ADJACENT HOME FOR CAMPUS EXPANSION | $50,000 | |
| LOS BARRIOS UNIDOS COMMUNITY CLINIC | |||||||
| 809 SINGLETON BLVD | DALLAS | TX | 75212 | PC | RENOVATIONS AT MEDICAL FACILITY | $25,000 | |
| METRO DALLAS HOMELESS ALLIANCE | |||||||
| 2816 SWISS AVE | DALLAS | TX | 75204 | PC | TOWARD HOMELESS MANAGEMENT INFORMATION SYSTEM | $45,000 | |
| MOMMIES IN NEED | |||||||
| 8150 N CENTRAL EXPY STE 1625 | DALLAS | TX | 75206 | PC | TOWARD DROP-IN CHILDREN FACILITY FOR MEDICAL DISTRICT | $50,000 | |
| OAK CLIFF FILM SOCIETY | |||||||
| 231 W JEFFERSON BLVD | DALLAS | TX | 75208 | PC | TOWARD PORTABLE DIGITAL CINEMA PROJECTION SYSTEM | $55,300 | |
| OFFICE OF CULTURAL AFFAIRS MAJESTIC THEATER | |||||||
| 1925 ELM ST 400 | DALLAS | TX | 75201 | PC | TOWARD HISTORY GALLERY | $30,000 | |
| OURCALLING | |||||||
| PO BOX 140428 | DALLAS | TX | 75214 | PC | TOWARD FACILITY RENOVATIONS | $50,000 | |
| PARISH EPISCOPAL SCHOOL | |||||||
| 4101 SIGMA ROAD | DALLAS | TX | 75244 | PC | CAPITAL CAMPAIGN FOR PERFORMANCE & COMMUNITY CENTER | $75,000 | |
| PARKLAND FOUNDATION (SWMF HOBLITZELLE FUND) | |||||||
| 5201 HARRY HINES BLVD | DALLAS | TX | 75235 | PC | TOWARD NEW BREAST CANCER CENTER | $125,000 | |
| PARKS FOR DOWNTOWN DALLAS | |||||||
| 901 MAIN ST 609 | DALLAS | TX | 75202 | PC | TOWARD CONSTRUCTION OF PACIFIC PLAZA PARK | $225,000 | |
| PAUL QUINN COLLEGE | |||||||
| 3837 SIMPSON STUART RD | DALLAS | TX | 75241 | PC | CAPITAL CAMPAIGN FOR THE NEW TRAMMELL S. CROW LIVING & LEARNING CENTER | $125,000 | |
| PEROT MUSEUM OF NATURE AND SCIENCE | |||||||
| 2201 N FIELD | DALLAS | TX | 75201 | PC | CAPITAL CAMPAIGN FOR NEW RESEARCH & COLLECTIONS FACILITY | $112,500 | |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75201 | PC | TOWARD RENOVATION OF DALLAS ADMINISTRATIVE BUILDING. | $150,000 | |
| RETINA FOUNDATION OF THE SOUTHWEST | |||||||
| 9600 N CENTRAL EXPY SUITE 200 | DALLAS | TX | 75231 | PC | TOWARD ADMINISTRATIVE SOFTWARE IMPROVEMENTS | $25,000 | |
| SHELTON SCHOOL | |||||||
| 17301 PRESTON ROAD | DALLAS | TX | 75252 | PC | TOWARD A NEW CAMPUS | $250,000 | |
| SIMPLY GRACE | |||||||
| PO BOX 180172 | DALLAS | TX | 75218 | PC | TOWARD KINETIC THERAPY EQUIPMENT | $10,984 | |
| SOUPMOBILE INC | |||||||
| 2423 S GOOD LATIMER EXPY | DALLAS | TX | 75215 | PC | TOWARD CAPITAL CAMPAIGN | $50,000 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | PC | CAPITAL CAMPAIGN TO RENOVATE OWEN ARTS CENTER | $312,500 | |
| SOUTHWEST TRANSPLANT ALLIANCE | |||||||
| 5489 BLAIR RD | DALLAS | TX | 75231 | PC | CAPITAL CAMPAIGN FOR A NEW ORGAN RECOVERY CENTER | $125,000 | |
| ST MARK'S SCHOOL OF TEXAS | |||||||
| 10600 PRESTON RD | DALLAS | TX | 75230 | PC | TOWARD NEW SCIENCE CENTER | $100,000 | |
| TEACH FOR AMERICA - DALLAS-FORT WORTH | |||||||
| 600 NORTH PEARL STREET SUITE 2300 | DALLAS | TX | 75201 | PC | TOWARD INSTRUCTOR TECHNOLOGY KITS FOR TRAINING CORPS MEMBERS & HELP CREATE A RESOURCE ROOM. | $50,000 | |
| TEXAS 2036 | |||||||
| 3963 MAPLE AVENUE SUITE 290 | DALLAS | TX | 75219 | PC | TO SUPPORT STRATEGIC PLAN FOR THE STATE OF TEXAS | $75,000 | |
| TEXAS SCOTTISH RITE HOSPITAL | |||||||
| 2223 WELBORN STREET | DALLAS | TX | 75219 | PC | TOWARD CAPITAL UPDATES | $250,000 | |
| THE ARTS COMMUNITY ALLIANCE (TACA) | |||||||
| 1722 ROUTH ST 115 | DALLAS | TX | 75201 | PC | EMERGENCY RELIEF FUND | $50,000 | |
| THE BLACK ACADEMY OF ARTS AND LETTERS | |||||||
| 1309 CANTON STREET | DALLAS | TX | 75201 | PC | TOWARD CREATION OF DIGITAL LIBRARY | $25,000 | |
| THE CONCILIO (WHEN MOVE) | |||||||
| 400 S ZANG BLVD 300 | DALLAS | TX | 75208 | PC | TOWARD CAPITAL ASPECTS OF OFFICE RELOCATION | $57,500 | |
| THE MAGDALEN HOUSE | |||||||
| 1302 REDWOOD CIRCLE | DALLAS | TX | 75218 | PC | CAPITAL CAMPAIGN FOR NEW LOCATION OF THIS WOMEN'S ALCOHOL REVOVERY CENTER, EAST DALLAS | $50,000 | |
| THE MEXICO INSTITUTE | |||||||
| 3630 HARRY HINES BLVD | DALLAS | TX | 75219 | PC | TOWARD EQUIPMENT TO CREATE/DISTRIBUTE EDUCATIONAL CONTENT | $15,000 | |
| THE SENIOR SOURCE | |||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | PC | TOWARD CONFERENCE ROOM RENOVATION/IMPROVEMENTS | $50,000 | |
| THE TRUST FOR PUBLIC LAND | |||||||
| 325 NORTH SAINT PAUL STREET SUITE | DALLAS | TX | 75201 | PC | TOWARD DEVELOPMENT OF A PARK & GREENBELT | $50,000 | 2210 |
| TRINITY CHRISTIAN ACADEMY | |||||||
| 17001 ADDISON ROAD | DALLAS | TX | 75001 | PC | TOWARD RENOVATIONS OF EXISTING BUILDINGS. | $50,000 | |
| US DIPLOMATIC STUDIES FOUNDATION | |||||||
| PO BOX 140428 | DALLAS | TX | 75214 | PC | TOWARD FACILITY RENOVATIONS | $50,000 | |
| UNION GOSPEL MISSION (MATCH) | |||||||
| 3211 IRVING BOULEVARD | DALLAS | TX | 75247 | PC | TOWARD HVAC REPLACEMENT, CENTER OF HOPE (THIS AGENCY'S WOMEN'S SHELTER | $32,500 | |
| UNITED TO LEARN | |||||||
| 5310 HARVEST HILL ROAD SUITE 190 | DALLAS | TX | 75230 | PC | TORNADO RELIEF | $10,000 | |
| UNITED WAY OF METROPOLITAN DALLAS | |||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | PC | TOWARD CAPITAL CAMPAIGN | $120,000 | |
| UNITED WAY OF METROPOLITAN DALLAS | |||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | PC | TOWARD RENOVATIONS & NEW IT SYSTEM | $125,000 | |
| UNITED WAYCORONAVIRUS RESPONSE & RECOVERY FUND | |||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | PC | CARONAVIRUSRNADO RELIEF | $100,000 | |
| UNT | |||||||
| 1155 UNION CIRCLE 311250 | DENTON | TX | 76203 | PC | TOWARD CONSTRUCTION OF A BIOMEDICAL SCIENCE BUILDING | $150,000 | |
| UPLIFT EDUCATION | |||||||
| 3000 PEGASUS PARK BUILDING 2 | DALLAS | TX | 75247 | PC | TOWARD CONSTRUCTION OF A PERMANENT HOME FOR UPLIFT WISDOM PRIMARY SCHOOL, SOUTH DALLAS | $75,000 | |
| URSULINE ACADEMY OF DALLAS | |||||||
| 4900 WALNUT HILL LANE | DALLAS | TX | 75229 | PC | TOWARD CAPITAL CAMPAIGN | $150,000 | |
| UT SOUTHWESTERN MEDICAL CENTER (SWMF HOBLITZELLE FUND) | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | PC | TOWARD ACQUIRING A MAGNETOENCEPHALOGRAPH | $400,000 | |
| WORLD AFFAIRS COUNCIL OF DALLASFORT WORTH | |||||||
| 325 N ST PAUL STREET SUITE 4200 | DALLAS | TX | 75201 | PC | TOWARD TECHNOLOGY & OFFICE FURNISHINGS | $25,000 | |
| YOUTH BELIEVING IN CHANGE | |||||||
| 8574 STULTS ROAD | DALLAS | TX | 75243 | PC | TOWARD CAMPUS REPAIRS | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,025,100 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUSTIN STREET CENTER | ||||||
| 2929 HICKORY STREET | DALLAS | TX | 75226 | PC | CAPITAL CAMPAIGN FOR NEW CENTER | $125,000 |
| 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 | ||||||
| 1935 MEDICAL DISTRICT DR | DALLAS | TX | 75235 | PC | CAPITAL CAMPAIGN TO RENOVATE, EXPAND & MODERNIZE THE ER DEPT., DAL | $1,125,000 |
| EPISCOPAL SCHOOL OF DALLAS | ||||||
| 4100 MERRELL RD | DALLAS | TX | 75229 | PC | CAPITAL CAMPAIGN FOR RELOCATION OF LOWER SCHOOL TO MAIN CAMPUS | $100,000 |
| GEORGE W BUSH PRESIDENTIAL CENTER | ||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | PC | TOWARD COSTS OF OCEAN CONSERVATION EXHIBIT | $100,000 |
| JESUIT COLLEGE PREPARATORY SCHOOL OF DALLAS | ||||||
| 12345 INWOOD ROAD | DALLAS | TX | 75244 | PC | TOWARD RENOVATIONS OF PERFORMANCE SPACE-THEATER/FILM | $125,000 |
| METROCARE SERVICES | ||||||
| 1345 RIVER BEND DRIVE SUITE 200 | DALLAS | TX | 75247 | PC | CAPITAL CAMPAIGN "CHANGING MINDS" | $300,000 |
| OUR FRIENDS PLACE | ||||||
| 6500 GREENVILLE AVE 620 | DALLAS | TX | 75206 | PC | CAPITAL FACILITY IMPROVEMENTS | $50,000 |
| PARISH EPISCOPAL SCHOOL | ||||||
| 4101 SIGMA ROAD | DALLAS | TX | 75244 | PC | CAPITAL CAMPAIGN FOR PERFORMANCE & COMMUNITY CENTER | $75,000 |
| PARKLAND FOUNDATION (SWMF HOBLITZELLE FUND) | ||||||
| 5201 HARRY HINES BLVD | DALLAS | TX | 75235 | PC | TOWARD NEW BREAST CANCER CENTER | $125,000 |
| PARKS FOR DOWNTOWN DALLAS | ||||||
| 901 MAIN ST 609 | DALLAS | TX | 75202 | PC | TOWARD CONSTRUCTION OF PACIFIC PLAZA PARK | $450,000 |
| PAUL QUINN COLLEGE | ||||||
| 3837 SIMPSON STUART RD | DALLAS | TX | 75241 | PC | CAPITAL CAMPAIGN FOR THE NEW TRAMMELL S. CROW LIVING & LEARNING CENTER | $125,000 |
| PEROT MUSEUM OF NATURE AND SCIENCE | ||||||
| 2201 N FIELD | DALLAS | TX | 75201 | PC | CAPITAL CAMPAIGN FOR NEW RESEARCH & COLLECTIONS FACILITY | $112,500 |
| PRESERVATION DALLAS | ||||||
| 2922 SWISS AVENUE | DALLAS | TX | 75204 | PC | TOWARD A HISTORIC CONTEXT ASSESSMENT AND SURVEY OF GREATER DOWNTOWN DALLAS. | $25,000 |
| SHELTON SCHOOL | ||||||
| 17301 PRESTON ROAD | DALLAS | TX | 75252 | PC | TOWARD A NEW CAMPUS | $250,000 |
| SOUTHERN METHODIST UNIVERSITY | ||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | PC | CAPITAL CAMPAIGN TO RENOVATE OWEN ARTS CENTER | $937,500 |
| SOUTHWEST TRANSPLANT ALLIANCE | ||||||
| 5489 BLAIR RD | DALLAS | TX | 75231 | PC | CAPITAL CAMPAIGN FOR A NEW ORGAN RECOVERY CENTER | $375,000 |
| TEACH FOR AMERICA - DALLAS-FORT WORTH | ||||||
| 600 NORTH PEARL STREET SUITE 2300 | DALLAS | TX | 75201 | PC | TOWARD INSTRUCTOR TECHNOLOGY KITS FOR TRAINING CORPS MEMBERS & HELP CREATE A RESOURCE ROOM. | $50,000 |
| TEXAS 2036 | ||||||
| 3963 MAPLE AVENUE SUITE 290 | DALLAS | TX | 75219 | PC | 8569+++ | $75,000 |
| TEXAS SCOTTISH RITE HOSPITAL | ||||||
| 2223 WELBORN STREET | DALLAS | TX | 75219 | PC | TOWARD CAPITAL UPDATES | $500,000 |
| UNITED WAY OF METROPOLITAN DALLAS | ||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | PC | TOWARD CAPITAL CAMPAIGN | $240,000 |
| URSULINE ACADEMY OF DALLAS | ||||||
| 4900 WALNUT HILL LANE | DALLAS | TX | 75229 | PC | TOWARD CAPITAL CAMPAIGN | $150,000 |
| UT SOUTHWESTERN MEDICAL CENTER (SWMF HOBLITZELLE FUND) | ||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | PC | TOWARD ACQUIRING A MAGNETOENCEPHALOGRAPH | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,865,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,929,368 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,217,248 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $68,260 |
| 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 | $7,303,759 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,303,759 | 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 | $30,825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,825 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $12,228,240 | EOYBookValueAmt |
| EOYFMV | $12,694,472 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $92,341,633 | EOYBookValueAmt |
| EOYFMV | $96,338,628 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,147,929 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,051,879 | 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 | $7,122 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,122 | 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 | $12,332,400 |
| 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 | $23,051 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,051 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| OTHER INCOME | $68,260 | $68,260 |
| 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 | $1,806,006 | BOYBookValueAmt |
| EOY Book Value | $2,384,914 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $547,781 | $547,781 | $0 |
| OTHER PROFESSIONAL FEES | $13,242 | $0 | $13,242 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $17,946 | $2,692 | $15,254 |
| FEDERAL EXCISE TAXES | $109,392 | $0 | $0 |
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