THE NATION FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE NATION FOUNDATION (EIN 75-2942544)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202013179349101101
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T12:33:57-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651240903 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cantrell Pearson & Associates PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3431 Lakeview Pkwy Suite 200 | AddressLine1Txt |
| City | Rowlett | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75088 | 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 | 752942544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NATION FOUNDATION formerly known as | BusinessNameLine1Txt |
| Business Name Line2 | JAMES AND SALLY NATION FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2143885751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 180849 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES H NATION | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard D Cantrell | PreparerPersonNm |
| PTIN | P00583538 | PTIN |
| Phone | 2146071120 | PhoneNum |
| 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 | $23,431,636 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $442,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $442,974 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $442,974 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $97,900 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,619,193 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,900 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $540,874 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $540,874 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $442,974 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $116,843 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $116,843 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $116,843 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,843 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $802,709 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $802,709 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $919,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,843 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $802,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$378,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $424,031 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $442,974 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175,179 | CashBOYAmt |
| Cash EOY | $385,671 | CashEOYAmt |
| Cash EOYFMV | $385,671 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,931,728 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,683,608 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,534,830 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $511,135 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $511,135 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,106,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,580,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,431,636 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $19,106,907 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,580,414 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,106,907 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,580,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,106,907 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,580,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,106,907 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$378,678 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,728,229 | SubtotalAmt |
| Other Decreases | $147,815 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,580,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 117.145 VNGRD GLB WELLG ADML | P | 2019-01-01 | 2019-05-29 | $2,984 | $2,929 | $55 | $55 |
| 2812.211 VNGRD GLB WELLG ADML | P | 2018-01-01 | 2019-05-29 | $71,627 | $70,303 | $1,324 | $1,324 |
| 654.279 VNGRD WELLINGTON ADML | P | 2016-10-20 | 2019-12-18 | $50,000 | $44,729 | $5,271 | $5,271 |
| SCHWAB MANAGED BY RGT SHORT TERM | P | 2019-01-01 | 2019-12-31 | $1,075,881 | $1,107,514 | -$31,633 | -$31,633 |
| SCHWAB MANAGED BY RGT LONG TERM | P | 2015-01-01 | 2019-12-31 | $4,421,232 | $4,578,200 | -$156,968 | -$156,968 |
| 3950 AON INC | P | 2018-01-20 | 2019-01-24 | $145,773 | $132,587 | $13,186 | $13,186 |
| 1200 NTNL BEVERAGE CO | P | 2018-01-01 | 2019-12-01 | $100,939 | $57,950 | $42,989 | $42,989 |
| 250 AMERN TOWER CORP | P | 2017-12-05 | 2019-03-20 | $47,464 | $34,708 | $12,756 | $12,756 |
| 700 VAIL RESORTS INC | P | 2019-01-01 | 2019-05-21 | $37,944 | $40,652 | -$2,708 | -$2,708 |
| 525 VAIL RESORTS INC | P | 2018-01-09 | 2019-05-21 | $113,833 | $110,256 | $3,577 | $3,577 |
| 500 BERKSHIRE HATHAWAY CLASS B | P | 2019-01-03 | 2019-10-01 | $104,729 | $98,959 | $5,770 | $5,770 |
| 250 BERKSHIRE HATHAWAY CLASS B | P | 2018-04-04 | 2019-10-01 | $52,365 | $48,615 | $3,750 | $3,750 |
| 1000 BERKSHIRE HATHAWAY CLASS B | P | 2015-01-01 | 2019-01-03 | $210,208 | $193,891 | $16,317 | $16,317 |
| Capital Gain Dividends | $184,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,900 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$28,516 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $226,689 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,626,432 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01099 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $138,383 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,339,487 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.00680 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,560 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,380,741 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.00204 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $783,010 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,925,301 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04626 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,652,624 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,221,156 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.13523 | DistributionYr5Rt |
| Total Distribution | 0.201326 | TotalDistributionRt |
| Average Distribution | 0.040265 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,264,095 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $856,199 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,240 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $860,439 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $802,709 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,481 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,481 | SubtotalAmt |
| Tax Based On Investment Income | $8,481 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $8,898 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,898 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $321 | EsPenaltyAmt |
| Overpayment | $96 | OverpaymentAmt |
| Refund | $96 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES NATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143885751 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8273 MOBERLY LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75227 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES NATION | ||||||
| PO BOX 180849 | DALLAS | TX | 75219 | Director | 5.00 | $0 |
| SALLY NATION | ||||||
| PO BOX 180849 | DALLAS | TX | 75218 | Director | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,796,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $280,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $511,135 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,587,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $21,587,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $323,819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,264,095 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,063,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,063,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,481 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,481 | TotalTaxAmt |
| Distributable Before Adj | $1,054,724 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,054,724 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,054,724 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $802,709 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $802,709 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $802,709 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,054,724 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $379,381 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $379,381 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $802,709 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $802,709 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $252,015 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $252,015 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $127,366 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $127,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $127,366 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE NATION FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 180849 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143885751 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS IN WRITING AND REASON FOR REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN COLLEGE | |||||||
| 900 NORTH GRAND AVENUE | SHERMAN | TX | 75090 | N/A | PC | EDUCATION | $600,000 |
| TEXAS AM UNIVERSITY | |||||||
| 400 BIZZELL STREET | COLLEGE STATION | TX | 77843 | N/A | PC | EDUCATION | $8,655 |
| DALLAS SYMPHONY | |||||||
| 2301 FLORA STREET | DALLAS | TX | 75201 | N/A | PC | CIVIC | $9,086 |
| UNIVERSITY OF TEXAS ARLINGTON | |||||||
| 701 S NEDDERMAN DRIVE | ARLINGTON | TX | 76019 | N/A | PC | EDUCATION | $5,468 |
| THE UNIVERSITY OF ARKANSAS | |||||||
| 1 UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | N/A | PC | EDUCATION | $3,500 |
| HEALING HANDS MINISTRIES | |||||||
| PO BOX 741524 | DALLAS | TX | 75374 | PC | CIVIC | $5,000 | |
| DALLAS BAPTIST UNIVERSITY | |||||||
| 3000 MAINTAIN CREEK PKWY | DALLAS | TX | 75211 | PC | EDUCATION | $35,000 | |
| TEXAS TECH UNIVERSITY | |||||||
| PO BOX 45011 | LUBBOCK | TX | 79409 | PC | EDUCATION | $3,500 | |
| OUR CALLING | |||||||
| PO BOX 140428 | DALLAS | TX | 75214 | PC | CIVIC | $10,000 | |
| DENISON FORUM | |||||||
| 17304 PRESTON ROAD | DALLAS | TX | 75252 | PC | CIVIC | $2,500 | |
| PARK CITIES BAPTIST CHURCH | |||||||
| 3933 NORTHWEST PKWY | DALLAS | TX | 75225 | PC | CIVIC | $100,000 | |
| WHITE ROCK CENTER OF HOPE | |||||||
| 10021 GARLAND RD A | DALLAS | TX | 75218 | N/A | PC | CIVIC | $10,000 |
| LAKE HIGHLANDS WOMEN LEAGUE | |||||||
| PO BOX 38011 | DALLAS | TX | 75238 | N/A | PC | CIVIC | $5,000 |
| YOUNG LIFE | |||||||
| 11300 N CENTRAL EXPY | DALLAS | TX | 75243 | PC | CIVIC | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $802,709 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $442,974 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $97,900 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $442,974 | ExclusionAmt |
| Related Or Exempt Function Incm | $97,900 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $540,874 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COLLECTIBLES | Desc |
| EOY Book Value | $511,135 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2018 EXCISE TAX PAID | $21,497 |
| ADJ PRIOR BOOK/TAX COST BASIS-SCHWAB | $126,318 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEES-SCHWAB 0131 | $8,746 | $8,746 |
| fees-schwab 0566 | $36,542 | $36,542 |
| fees-schwab 2783 | $1,684 | $1,684 |
| FEES-SCHWAB 6225 | $69,871 | $69,871 |
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