DORSET FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DORSET FOUNDATION INC (EIN 75-6013384)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349103112
- 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 Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T16:50:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751964770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAMI LINDSEY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N CROCKETT STREET SUITE 100 | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75090 | 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 | 756013384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSET FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | ATTN MARTY SANDERSON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORS | BusinessNameControlTxt |
| Phone | 9038922887 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2309 TURTLE CREEK | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA Q SANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9038215965 | PhoneNum |
| Signature | 2020-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAROLD P CHIP ADAMI JR | PreparerPersonNm |
| PTIN | P01285116 | PTIN |
| Phone | 9038922727 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.117.238.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-26 | IPDt |
| IP Tm | 08:27:55 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 336B1D19AC5D75B8C40FDA96263BCFECF7F7A3FB | 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 | $6,665,117 | 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 |
| Interest On Sav Rev And Expnss | $404 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $404 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $193,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $193,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $897,222 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,934 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,264 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,264 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $276,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $276,510 | 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 |
| Accounting Fees Rev And Expnss | $2,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,141 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,141 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,141 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,045 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,045 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,845 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,336 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,336 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,136 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $258,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $298,836 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,336 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $298,636 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,174 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $263,509 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,073 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,578,893 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,730,120 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,631,044 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,842,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,764,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,665,117 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,842,402 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,764,193 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,842,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,764,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,842,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,764,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,842,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,326 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,820,076 | SubtotalAmt |
| Other Decreases | $55,883 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,764,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WF DUPONT | P | $24 | $18 | $6 | $6 |
| WF JANUS | P | $16,190 | $17,548 | -$1,358 | -$1,358 |
| WF GOLDMAN | P | $250,000 | $250,025 | -$25 | -$25 |
| WF CORTEVA | P | $9,951 | $19,967 | -$10,016 | -$10,016 |
| WF DOW | P | $20,653 | $19,967 | $686 | $686 |
| WF DUPONT | P | $27,189 | $19,950 | $7,239 | $7,239 |
| WF JANUS | P | $207,045 | $224,413 | -$17,368 | -$17,368 |
| WF PRUDENTIAL | P | $79,289 | $100,068 | -$20,779 | -$20,779 |
| WF ALTRIA | P | $80,159 | $36,426 | $43,733 | $43,733 |
| WF FRANKLIN | P | $77,382 | $44,858 | $32,524 | $32,524 |
| WF NORDSTROM | P | $126,014 | $84,048 | $41,966 | $41,966 |
| WF NONDIV DISTR | P | $3,326 | $3,326 | $3,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,934 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,723 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,723 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,835 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,835 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $112 | OverpaymentAmt |
| Applied To ES Tax | $112 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MARTHA Q SANDERSON | IndividualWithBooksNm |
| Phone | 9038215965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2309 TURTLE CREEK | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75092 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARTHA Q SANDERSON | ||||||||
| 2309 TURTLE CREEK | SHERMAN | TX | 75092 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JUDGE JIM FALLON | ||||||||
| 1204 S CROCKETT | SHERMAN | TX | 75090 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KAY ELLEN KIRBY | ||||||||
| 1209 WESTERN HILLS DR | SHERMAN | TX | 75092 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JUDGE JIM FALLON | ||||||||
| 1204 S CROCKETT | SHERMAN | TX | 75090 | TREASURER | 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 | THIS FOUNDATION DOES NOT PROVIDE FUNDS FOR ANY DIRECT CHARITABLE ACTIVITY, BUT RATHER CONTRIBUTES TO EXEMPT CHARITABLE ORGANIZATIONS FOR THEIR USE IN FURTHERANCE OF THEIR EXEMPT PURPOSES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $6,472,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,520,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,520,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,423,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $321,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $321,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,723 | TotalTaxAmt |
| Distributable Before Adj | $316,428 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $316,428 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $316,428 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $298,636 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $298,636 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $298,636 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $316,428 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $257,100 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $298,636 | QualifyingDistributionsAmt |
| Applied To Year1 | $257,100 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,536 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $274,892 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTHA Q SANDERSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2309 TURTLE CREEK | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9038215965 | RecipientPhoneNum |
| Form And Info And Materials | LETTERS DESCRIBING THE ORGANIZATION AND NATURE OF THE REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN COLLEGE | |||||||
| 900 N GRAND | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| BOYS AND GIRLS CLUB | |||||||
| 1500 N LUCKETT | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONSTO ASSIST IN OPERATIONS | $20,000 |
| CASA OF GRAYSON COUNTY INC | |||||||
| 1411 W HOUSTON | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| CHILD AND FAMILY GUIDANCE CENTER | |||||||
| 804 E PECAN GROVE RD | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| CHILDRENS ADVOCACY CENTER | |||||||
| 910 COTTONWOOD | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| CRISIS CENTER | |||||||
| P O BOX 2112 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $17,000 |
| FAMILY PROMISE OF GRAYSON CO | |||||||
| P O BOX 220 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| FOUR RIVERS OUTREACH | |||||||
| 210 S RUSK ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| GRAND CENTRAL STATION | |||||||
| P O BOX 3173 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $25,000 |
| GRAYSON COUNTY CHILD WELFARE | |||||||
| 100 W HOUSTON | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| GRAYSON COUNTY COLLEGE | |||||||
| 6101 GRAYSON DR | DENISON | TX | 75020 | NONE | PUBLIC | TO FUND FUTURE SCHOLARSHIPS | $10,000 |
| GRAYSON COUNTY SHELTER | |||||||
| 331 W MORTON | DENISON | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $6,000 |
| HOME HOSPICE | |||||||
| 505 W CENTER ST | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| HOUSE OF ELI | |||||||
| 123 RICKETTS | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| MASTERKEY MINISTRIES | |||||||
| 209 S FM 1417 | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $12,000 |
| NORTH TX YOUTH CONNECTION | |||||||
| P O BOX 1625 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $6,000 |
| PAYNE CHAPEL | |||||||
| P O BOX 2731 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| REHABILITATION CENTER | |||||||
| 1216 HILLCREST | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| SHARE TAKE IT TO THE STREETS | |||||||
| 1489 CALF CREEK | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $3,000 |
| SHERMAN EDUCATION FUND | |||||||
| P O BOX 1176 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| SHERMAN MUSEUM | |||||||
| 301 S WALNUT | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| SHERMAN SYMPHONY ORCHESTRA | |||||||
| P O BOX 651 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $1,500 |
| CALLIE CLINIC | |||||||
| 1521 BAKER RD | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| TEXOMA BEHAVIORAL HEALTH | |||||||
| 2027 TEXOMA PKWY | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| TEXOMA COMMUNITY CTR (MHMR) | |||||||
| 315 W MCLAIN | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| THEATRICKS | |||||||
| 313 W MULBERRY | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $2,500 |
| WARM FUZZIES | |||||||
| 804 E PECAN GROVE RD | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $500 |
| WOMEN ROCK | |||||||
| 225 E HOUSTON | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $258,500 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $404 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $193,908 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,264 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $79,934 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $276,510 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $276,510 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE INCOME CONTRIBUTED IMPORTANTLY TO THE ACCOMPLISHMENT OF THE |
| 4 | EXEMPT PURPOSE BY MAINTAINING THE CORPUS OF THE FOUNDATION TO |
| 7 | FURTHER CHARITABLE GIVING BY THE FOUNDATION TO EXEMPT ORGANIZATIONS |
| 8 | IN NEED. |
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 | $2,150 | Amt |
| Net Investment Income | $2,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,730,120 | EOYBookValueAmt |
| EOYFMV | $6,631,044 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VERSUS 1099 COST DIFFERENCE | Desc |
| Amt | $55,883 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL AND GAS ROYALTIES | Desc |
| Revenue And Expenses Per Books | $2,264 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,264 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,264 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $35,141 | Amt |
| Net Investment Income | $35,141 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,141 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,441 | $2,441 | $2,241 |
| ROYALTY TAXES | $131 | $131 | $131 |
| AD VALOREM TAXES | $473 | $473 | $473 |
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