THE@SARAH AND ROSS PEROT JR FOUNDATION: Form 990PF, tax year 2019
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- Organization
- THE@SARAH AND ROSS PEROT JR FOUNDATION (EIN 43-1964344)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202013169349101351
- 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
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T11:03:44-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800168836 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Petrus Trust Company LTA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431964344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sarah and Ross Perot Jr Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 9725351900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J Y Robb III | PersonNm |
| Person Title | Asst. Secretary | PersonTitleTxt |
| Phone | 9725351900 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren A Berryman | PreparerPersonNm |
| PTIN | P01534750 | PTIN |
| Phone | 9725351900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 165.225.216.232 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 10:52:12 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BBAB3D95CD94731F50F1B8E12BF64AD9A7E5AADC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,117,356 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $351,461 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $458,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $458,357 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$160,817 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $101,573 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $82,182 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $750,585 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $540,550 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,428 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,428 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,440 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,440 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $71,318 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,144 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,557 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,622,042 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,622,042 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,704,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,658,039 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,953,643 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $532,978 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $150,807 | CashBOYAmt |
| Cash EOY | $86,186 | CashEOYAmt |
| Cash EOYFMV | $86,186 | CashEOYFMVAmt |
| Other Investments BOY | $7,349,276 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,931,828 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,031,170 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,250 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,505,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,018,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,117,356 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,505,333 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,018,014 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,505,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,018,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,505,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,018,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,505,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,953,643 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,551,690 | SubtotalAmt |
| Other Decreases | $533,676 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,018,014 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PSTF K1 STCG | P | 2019-01-01 | 2019-12-31 | $6 | $6 |
| PSTF K1 LTCG | P | 2018-01-01 | 2019-12-31 | $24 | $24 |
| PTAC K1 STCG | P | 2019-01-01 | 2019-12-31 | -$28,741 | -$28,741 |
| PTAC K1 LTCG | P | 2018-01-01 | 2019-12-31 | -$9,511 | -$9,511 |
| PSSF K1 STCG | P | 2019-01-01 | 2019-12-31 | $6,572 | $6,572 |
| PSSF K1 LTCG | P | 2018-01-01 | 2019-12-31 | $10,075 | $10,075 |
| PDIV K1 STCG | P | 2019-01-01 | 2019-12-31 | $4,877 | $4,877 |
| PDIV K1 LTCG | P | 2018-01-01 | 2019-12-31 | -$135 | -$135 |
| PQSF K1 STCG | P | 2019-01-01 | 2019-12-31 | $3,289 | $3,289 |
| PQSF K1 LTCG | P | 2018-01-01 | 2019-12-31 | $66 | $66 |
| PYOF K1 STCG | P | 2019-01-01 | 2019-12-31 | -$559,063 | -$559,063 |
| PYOF K1 LTCG | P | 2018-01-01 | 2019-12-31 | -$100,033 | -$100,033 |
| PETS K1 STCG | P | 2019-01-01 | 2019-12-31 | $134,999 | $134,999 |
| PETS K1 LTCG | P | 2018-01-01 | 2019-12-31 | $374,334 | $374,334 |
| PQSF K1 1256 LOSS | P | 2019-01-01 | 2019-12-31 | $970 | $970 |
| PQSF K1 1256 LOSS | P | 2018-01-01 | 2019-12-31 | $1,454 | $1,454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$160,817 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,251,789 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,667,281 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.375180 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,997,739 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,355,609 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.534197 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,888,712 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,713,180 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.400354 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,061,736 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,463,832 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.301678 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,334,188 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,061,654 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.193521 | DistributionYr5Rt |
| Total Distribution | 1.804930 | TotalDistributionRt |
| Average Distribution | 0.360986 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,110,775 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,288,862 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,330 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,294,192 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,658,039 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,330 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,330 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,330 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,835 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,835 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,495 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JY Robb III | IndividualWithBooksNm |
| Phone | 9725351930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Henry Ross Perot Jr | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee, Vice President/Tr | 0.00 | $0 | $0 | $0 |
| Sarah F Perot | ||||||||
| 2929 Carlisle Street Suite 370 | Dallas | TX | 75204 | Trustee, President/Sec. | 20.00 | $0 | $0 | $0 |
| Darcy Glen Anderson | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee | 0.00 | $0 | $0 | $0 |
| J Y Robb III | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee, Asst. Secretary | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | The Foundation provides assistance to unrelated individuals who are eligible recipients. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | The Foundation provides assistance to other indigent individuals. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
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 | $9,166,257 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,011 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,250 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,249,518 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,249,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,743 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,110,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $455,539 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $455,539 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,330 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,723 | IncomeTaxAmt |
| Total Tax | $8,053 | TotalTaxAmt |
| Distributable Before Adj | $447,486 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $447,486 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $447,486 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,658,039 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,658,039 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,330 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,652,709 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $447,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,741,574 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,395,560 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,409,139 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,535,904 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,821,997 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,904,174 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,658,039 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $447,486 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,210,553 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,114,727 | 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 | $1,741,574 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,373,153 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,395,560 | ExcessFromYear4Amt |
| Excess From Year3 | $3,409,139 | ExcessFromYear3Amt |
| Excess From Year2 | $4,535,904 | ExcessFromYear2Amt |
| Excess From Year1 | $2,821,997 | ExcessFromYear1Amt |
| Excess From Current Year | $4,210,553 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Henry Ross Perot Jr | ContributingManagerNm |
| Contributing Manager | Sarah F Perot | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kristen Garcia | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Carlisle Street Suite 370 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2145282225 | RecipientPhoneNum |
| Form And Info And Materials | Please contact the named person above for details | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Please contact the named person above for details | SubmissionDeadlinesTxt |
| Restrictions On Awards | Please contact the named person above for details | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| All Stars Project Inc | ||||||||
| 517 North Haskell Avenue | Dallas | TX | 75246 | None | Public Charity | Youth enrichment support | $500 | |
| American Air Museum in Britain | ||||||||
| 1455 Pennsylvania Avenue NW Suite | Washington | DC | 20004 | None | Public Charity | Museum support | $48,484 | 400 |
| American Jewish Committee | ||||||||
| 165 East 56th Street | New York | NY | 10022 | None | Public Charity | Religious Support | $500 | |
| Andrew Jackson Foundation | ||||||||
| 4580 Rachels Lane | Nashville | TN | 37076 | None | Public Charity | Memorial that promotes the education of history of Andrew Jackson | $10,000 | |
| Anti-Defamation League | ||||||||
| 5720 LBJ Freeway Suite 120 | Dallas | TX | 75240 | None | Public Charity | Religious Support | $10,000 | |
| AT&T Performing Arts Center | ||||||||
| 2100 Ross Ave Suite 650 | Dallas | TX | 75201 | None | Public Charity | Provide support for the performing arts | $35,000 | |
| Blair House Restoration Fund | ||||||||
| PO Box 27208 | Washington | DC | 20038 | None | Public Charity | Provide support to maintain rooms, gardens and amenities of the Blair House | $1,000 | |
| Boy Scouts of America | ||||||||
| 1325 West Walnut Hill Lane | Irving | TX | 750152079 | None | Public Charity | Value-based youth development organization, providing programs for young people that build character, trains them in the responsibilities of participating citizenship and develops personal fitness. | $1,000,000 | |
| Crystal Charity Ball | ||||||||
| 30 Highland Park Village Suite 206 | Dallas | TX | 75205 | None | Public Charity | Humanitarian | $25,000 | |
| Dallas Museum of Art | ||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for Museum Art programs | $14,000 | |
| Dallas Symphony Orchestra | ||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support of the Arts | $12,500 | |
| Denison Ministries | ||||||||
| 17304 Preston Road Ste 1060 | Dallas | TX | 75252 | None | Public Charity | Religious support | $100,000 | |
| ESD Permanent Endowment Trust | ||||||||
| 4100 Merrell Road | Dallas | TX | 75229 | None | Public Charity | Educational Support | $600,000 | |
| First Liberty | ||||||||
| 2001 W Plano Pkwy Suite 1600 | Plano | TX | 75075 | None | Public Charity | Religious support | $25,000 | |
| Folds of Honor Foundation | ||||||||
| 5944 McFarland Dr | Plano | TX | 75093 | None | Public Charity | Educational Support | $1,000 | |
| Friends of Sky Ranch | ||||||||
| 24657 County Road 448 | Van | TX | 75790 | None | Public Charity | Religious Support | $100,000 | |
| Frontiers of Flight Museum | ||||||||
| 6911 Lemmon Avenue | Dallas | TX | 75209 | None | Public Charity | Museum Support | $10,000 | |
| George W Bush Foundation | ||||||||
| 2943 SMU Blvd | Dallas | TX | 75205 | None | Public Charity | Support for George W. Bush Presidential Center and its initiatives | $210,000 | |
| Global Fund for Children | ||||||||
| 1101 Fourteenth Street NW Suite 420 | Washington | DC | 20005 | None | Public Charity | Humanitarian | $150,000 | |
| Highland Park Presbyterian Church | ||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Religious support | $52,500 | |
| Living Water International | ||||||||
| 4001 Greenbriar Drive | Stafford | TX | 77477 | None | Public Charity | Help communities acquire clean water | $15,000 | |
| MD Anderson Cancer Center | ||||||||
| PO Box 4461 | Houston | TX | 772104461 | None | Public Charity | Medical Support | $500 | |
| Methodist Health System Foundation | ||||||||
| 1441 N Beckley Ave | Dallas | TX | 75203 | None | Public Charity | Medical Support | $10,000 | |
| Museum of the Bible | ||||||||
| 7507 SW 44th | Oklahoma City | OK | 73179 | None | Public Charity | Religious Support | $500,000 | |
| National Air and Space Society | ||||||||
| PO Box 92192 | Washington | DC | 20090 | None | Public Charity | Museum support | $10,000 | |
| North Texas Food Bank | ||||||||
| 4500 S Cockrell Hill Road | Dallas | TX | 75236 | None | Public Charity | Distribute donated, purchased, and prepared foods | $400,000 | |
| Our Savior Lutheran Church | ||||||||
| 3621 W Clarendon Dr | Dallas | TX | 75211 | None | Public Charity | Religious Support | $500 | |
| PC&S Foundation | ||||||||
| 12467 Merit Drive | Dallas | TX | 75251 | None | Public Charity | Religious Support | $5,000 | |
| Perot Museum of Nature and Science | ||||||||
| 2201 N Field Street | Dallas | TX | 75201 | None | Public Charity | Provide education in math, science, and technology to the children of our future | $25,000 | |
| Pride Rock Wildlife Refuge | ||||||||
| PO Box 1594 | Terrell | TX | 75160 | None | Animal Sanctuary support | $500 | ||
| Reconciliation Outreach | ||||||||
| 4311 Bryan Street | Dallas | TX | 75204 | None | Public Charity | Religious support | $5,000 | |
| Redeemer City to City | ||||||||
| 1166 Avenue of the Americas 16th Fl | New York | NY | 10036 | None | Public Charity | Religious support | $176,952 | |
| Salvation Army | ||||||||
| 8787 N Stemmons Freeway Suite 800 | Dallas | TX | 75247 | None | Public Charity | Religious support | $600,000 | |
| The Senior Source | ||||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | None | Public Charity | Elderly care center support | $10,000 | |
| Smithsonian Institution | ||||||||
| PO Box 37012 MRC 035 | Washington | DC | 20013 | None | Public Charity | Educational Support | $25,000 | |
| SMU | ||||||||
| PO Box 750356 | Dallas | TX | 752750356 | None | Public Charity | Educational Support | $142,500 | |
| Sons of the Flag | ||||||||
| 8750 N Central Expressway Suite 510 | Dallas | TX | 75231 | None | Public Charity | Veteran support | $10,000 | |
| St Marks School of Texas | ||||||||
| 10600 Preston Road | Dallas | TX | 75230 | None | Public Charity | Educational Support | $34,017 | |
| St Phillips School & Community Center | ||||||||
| 1600 Pennsylvania Ave | Dallas | TX | 75215 | None | Public Charity | Educational Support | $100,000 | |
| Sweetheart Ball | ||||||||
| 4400 Lakeside Drive | Dallas | TX | 75205 | None | Public Charity | Humanitarian | $50,000 | |
| TACA | ||||||||
| One Arts Plaza 1722 Routh Street | Dallas | TX | 75201 | None | Public Charity | Support of the arts in North Texas | $10,000 | Suite 115 |
| TD Club Foundation | ||||||||
| 5016 McKinney Avenue | Dallas | TX | 75205 | None | Public Charity | Educational support | $5,000 | |
| Texas Discovery Gardens | ||||||||
| PO Box 152537 | Dallas | TX | 75315 | None | Public Charity | Texas Discovery Gardens is where children and adults discover and learn to sustain the natural world | $5,000 | |
| The National Aviation Hall of Fame | ||||||||
| 1100 Spaatz Street | Dayton | OH | 45433 | None | Public Charity | Museum support | $15,000 | |
| United to Learn | ||||||||
| 5310 Harvest Hill Road 190 | Dallas | TX | 75230 | None | Public Charity | Educational Support | $1,489 | |
| United Way | ||||||||
| 1800 N Lamar | Dallas | TX | 75202 | None | Public Charity | Humanitarian | $25,000 | |
| UT Southwestern | ||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | None | Public Charity | Medical Support | $9,100 | |
| Vanderbilt University | ||||||||
| 2301 Vanderbilt Place | Nashville | TN | 372407727 | None | Perry E. Wallace Jr. Basketball Scholarship | $1,000 | ||
| Vice President's Residence Foundation | ||||||||
| 4410 Massachusetts Ave NW Suite 378 | Washington | DC | 20016 | None | Public Charity | Support for preserving and furnishing the official residence of the vice president of the United States | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,622,042 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $458,357 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,182 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,391 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$160,817 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $379,733 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,391 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $399,124 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | Interest on state and local bonds excluded from tax by Code Sec 103 | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Henry Ross Perot Jr | ||||||
| 1 | 3000 Turtle Creek Blvd | Dallas | TX | 75219 | $157,732 | Yes (X) |
| SFP Inc | ||||||
| 2 | 5500 Preston Road Ste 365 | Dallas | TX | 75205 | $35,997 | Yes (X) |
| Sarah F Perot | ||||||
| 3 | 5500 Preston Road Ste 365 | Dallas | TX | 75205 | $157,732 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in Petrus Short Term Fund LP | AT COST | $1,186,508 | $1,161,107 |
| Investment in Petrus Dividend Basket, LP | AT COST | $1,618,102 | $2,599,784 |
| Investment in Petrus Holding Company, LLC | AT COST | $127,218 | $2,270,279 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Organizational Costs | Desc |
| BOY Book Value | $5,250 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book Tax Differences | Desc |
| Amt | $533,676 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Petrus Yield Opportunity Fund LP | $621 | $621 | $0 |
| Petrus Quantitative Strategies LP | $2,474 | $2,474 | $0 |
| Petrus Special Situations Fund LP | $2,176 | $2,176 | $0 |
| Petrus Securities, LP | $4 | $4 | $0 |
| Petrus Tactical Fund LP | $869 | $869 | $0 |
| Office Expense | $1,309 | $0 | $1,309 |
| Wage Expense | $25,480 | $0 | $25,480 |
| Utility Expense | $1,768 | $0 | $1,768 |
| Nondeductible Expenses | $36,617 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Tax Exempt Income | $19,391 | $0 | $19,391 |
| Other Portfolio Income-Petrus Yield Opportunity Fund, LP | $1,041 | $1,041 | $1,041 |
| Other Portfolio Income-Petrus Quantitative Strategies LP | -$1,897 | -$1,897 | -$1,897 |
| Other Portfolio Income-Petrus Special Situations LP | $152 | $152 | $152 |
| Other Income - Petrus Yield Opportunity Fund | $13,837 | $13,837 | $13,837 |
| 988 Gain - Petrus Quantitative Strategies LP | $321 | $321 | $321 |
| 988 Gain - Petrus Securities LP | $3,362 | $3,362 | $3,362 |
| 988 Gain - Petrus Tactical Fund LP | $86,260 | $86,260 | $86,260 |
| Swap Loss - Petrus Tactical Fund LP | -$20,894 | -$20,894 | -$20,894 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Income Tax | $2,000 | $0 | $0 |
| Foreign Tax-Petrus Special Situations Fund LP | $280 | $280 | $0 |
| Foreign Tax-Petrus Dividend Basket LP | $1,134 | $1,134 | $0 |
| Foreign Tax-Petrus Quantitative Strategies Fund LP | $14 | $14 | $0 |
Comments