BETA

LEE ANN AND STEVEN VAN AMBURGH FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LEE ANN AND STEVEN VAN AMBURGH FOUNDATION (EIN 81-0940796)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202023179349100012
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-12T08:11:51-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752393478PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITLEY PENN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1640 TAYLOR STREET SUITE 2200AddressLine1Txt
CityFT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810940796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEE ANN AND STEVEN VAN AMBURGHBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEEABusinessNameControlTxt
Phone2146967827PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13945 MARQUETTE STREETAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN VAN AMBURGHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2146967827PhoneNum
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSHUA LIVINGSTONPreparerPersonNm
PTINP02070121PTIN
Phone8172599100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address45.17.235.164IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm10:38:54IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id84CE9C465B2D78C18AA5C7F6EA53BF8810D997D0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,848,728FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$970InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$970InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,045DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,045DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$338NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$249,994GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$338CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,035,353TotalRevAndExpnssAmt
Total Net Invst Incm$35,353TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,504OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,504OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$476TaxesRevAndExpnssAmt
Taxes Net Invst Incm$155TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,510TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,689TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$162,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$162,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$171,510TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,689TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$162,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,863,843ExcessRevenueOverExpensesAmt
Net Investment Income$30,664NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,553CashBOYAmt
Cash EOY$2,987,559CashEOYAmt
Cash EOYFMV$2,987,559CashEOYFMVAmt
Corporate Stock BOY$691,034CorporateStockBOYAmt
Corporate Stock EOY$640,736CorporateStockEOYAmt
Corporate Stock EOYFMV$741,981CorporateStockEOYFMVAmt
Other Investments BOY$134,983OtherInvestmentsBOYAmt
Other Investments EOY$115,794OtherInvestmentsEOYAmt
Other Investments EOYFMV$118,375OtherInvestmentsEOYFMVAmt
Other Assets BOY$489OtherAssetsBOYAmt
Other Assets EOY$813OtherAssetsEOYAmt
Other Assets EOYFMV$813OtherAssetsEOYFMVAmt
Total Assets BOY$881,059TotalAssetsBOYAmt
Total Assets EOY$3,744,902TotalAssetsEOYAmt
Total Assets EOYFMV$3,848,728TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$881,059RetainedEarningBOYAmt
Retained Earning EOY$3,744,902RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$881,059TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,744,902TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$881,059TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,744,902TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$881,059TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,863,843ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,744,902SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,744,902TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WABTECP2019-03-012019-05-24$356$426-$70-$70
ASTRAZENECA PLC SPND ADRP2017-01-102019-12-27$16,171$9,202$6,969$6,969
CARNIVAL CORP PAIRED SHSP2017-01-102019-08-29$12,925$15,936-$3,011-$3,011
CME GROUP INCP2017-01-102019-05-24$25,443$15,835$9,608$9,608
DOMINION ENERGY INCP2017-01-102019-12-26$34,426$31,909$2,517$2,517
EMERSON ELEC COP2018-02-262019-10-23$21,075$22,050-$975-$975
GENERAL ELECTRICP2017-01-102019-10-23$9,144$31,952-$22,808-$22,808
INTEL CORPP2017-01-102019-12-28$41,854$25,634$16,220$16,220
FIRST TR EXCHANGE-TRADED FD IV SHSP2018-08-212019-12-26$24,929$24,927$2$2
KRAFT (THE) HEINZ CO SHSP2017-01-102019-10-23$7,915$23,915-$16,000-$16,000
KIMBERLY CLARKP2017-01-102019-12-26$28,635$23,900$4,735$4,735
TORONTO DOMINION BANKP2017-01-102019-10-23$26,899$23,970$2,929$2,929
CAPITAL GAINS DIVIDENDSP$222$222$222
FieldValueIRS element (for citing)
Capital Gain Net Income$338CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$114,754AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$949,617NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.120842DistributionYr1Rt
Adjusted Qlfy Distri Yr2$58,205AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,010,540NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057598DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$82,084NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.178440TotalDistributionRt
Average Distribution0.059480AverageDistributionRt
Net Vl Noncharitable Assets$1,009,250NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$60,030AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$307NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$60,337AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$162,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$307InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$307SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$307TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$307TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVEN VAN AMBURGHIndividualWithBooksNm
Phone2146967827PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13945 MARQUETTE STAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN VAN AMBURGH
3945 MARQUETTEDALLASTX75225PRESIDENT1.00$0$0$0
LEE ANN VAN AMBURGH
3945 MARQUETTEDALLASTX75225VICE-PRESIDENT/SECRETARY1.00$0$0$0
SAM PACE VAN AMBURGH
3945 MARQUETTEDALLASTX75225DIRECTOR0.00$0$0$0
KATHERINE THOMPSON
3945 MARQUETTEDALLASTX75225DIRECTOR0.00$0$0$0
PETER JARRETT VAN AMBURGH
3945 MARQUETTEDALLASTX75225DIRECTOR0.00$0$0$0
JOHN WAGNER
8343 DOUGLAS AVE STE 400DALLASTX75225DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$864,632AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$159,987AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,024,619TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,024,619AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,369CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,009,250NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,463MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,463MinimumInvestmentReturnAmt
Tax Based On Investment Income$307TaxBasedOnInvestmentIncomeAmt
Total Tax$307TotalTaxAmt
Distributable Before Adj$50,156DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,156DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,156DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$162,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$162,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$307PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$161,693AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,156DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$4,064ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$67,915ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$71,979TotalExcessDistributionCyovAmt
Qualifying Distributions$162,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,156AppliedToCurrentYearAmt
Remaining Distri From Corpus$111,844RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$183,823TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$183,823ExcessDistriCyovToNextYrAmt
Excess From Year2$4,064ExcessFromYear2Amt
Excess From Year1$67,915ExcessFromYear1Amt
Excess From Current Year$111,844ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN VAN AMBURGHContributingManagerNm
Contributing ManagerLEE ANN VAN AMBURGHContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEVEN VAN AMBURGHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13945 MARQUETTE STAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2146967827RecipientPhoneNum
Form And Info And Materials1. THE REQUEST FOR THE GRANT SHOULD BE RECEIVED ON THE ORGANIZATION'S LETTERHEAD AND SIGNED BY A MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS OR AN OFFICER OF THE ORGANIZATION. 2. THE LETTER SHOULD CONTAIN THE FOLLOWING INFORMATION: I. SPECIFIC INFORMATION RELATED TO THE DESIRED USE OF THE GRANT, II. A COPY OF THE ORGANIZATION'S CHARTER AND BY-LAWS, AND III. A COPY OF THE ORGANIZATION'S EXEMPTION LETTER FROM THE IRS, INCLUDING THE MOST RECENT FINANCIAL STATEMENT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAPPLICATIONS ACCEPTED FROM 501(C)(3) ORGANIZATIONS ONLY.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
22KILL
13625 NEUTRON ROADDALLASTX75244OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,200
24 HOUR CLUB
4636 ROSS AVENUEDALLASTX75204OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$20,000
ANOTHER SOLUTION INC
6060 NORTH CENTRAL EXPRESSWAY SUITEDALLASTX75206OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000725
ARM MINISTRIES
PO BOX 446DUNDEEOR97115OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000
CISTERCIAN ABBEY
3550 CISTERCIAN ROADIRVINGTX75039OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,000
CLAYTON DABNEY LEGACY FUND
6500 GREENVILLE AVENUE SUITE 342DALLASTX75206OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$10,000
DALLAS LIFE
PO BOX 130116DALLASTX75313OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000
DENISON FORUM
17304 PRESTON ROAD SUITE 1060DALLASTX75252OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000
DOGS FOR OUR BRAVE
6244 CLAYTON AVENUEST LOUISMO63139OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000
KERSHAWS CHALLENGE
5949 SHERRY LANE SUITE 1110DALLASTX75225OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$7,500
MANE GAIT
3160 NORTH CUSTER ROADMCKINNEYTX75071OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,747
MEN OF NEHEMIAH
2010 AL LIPSCOMB WAYDALLASTX75215OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,500
PROJECT SHELTER INC
6455 DALLAS PARKWAYPLANOTX75024OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$5,000
SCHOLARSHOT
2904 SWISS AVENUEDALLASTX75204OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$5,000
STEPHENS MEMORIAL HOSPITAL FOUNDATION
200 SOUTH GENEVA STREETBRECKENRIDGETX76424OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN
2222 WELBORN STREETDALLASTX75219OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$5,000
TEXAS VALUES
900 CONGRESS SUITE L115AUSTINTX78701OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$5,000
THE CLIBURN
201 MAIN STREET SUITE 100FORT WORTHTX76102OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$3,000
THE MAGDALEN HOUSE
1302 REDWOOD CIRCLEDALLASTX75218OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$6,053
THE VAN ZANDT FAMILY TRUST
5100 WEST JB HUNT DRIVE SUITE 800ROGERSAR72758OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$5,000
TOLSON GROUP
3419 WESTMINSTER AVENUEDALLASTX75205OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,500
TURNER 12
PO BOX 151363DALLASTX75315OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,500
TURTLE CREEK RECOVERY CENTER
2707 ROUTH STREETDALLASTX75201OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,500
UNION GOSPEL MISSION
1331 EAST LANCASTER AVENUEFORT WORTHTX76102OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000
WATERMARK COMMUNITY CHURCH
7540 LYNDON B JOHNSON FREEWAYDALLASTX75251OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$50,000
WEST TEXAS REHABILITATION CENTER FOUNDATION
4601 HARTFORD STREETABILENETX79605OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$1,000
WORLDWIDE VOICE IN THE WILDERNESS
PO BOX 740273DALLASTX75374OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$5,000
YOUTH BELIEVING IN CHANGE
8574 STULTS ROADDALLASTX75243OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$10,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$162,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$970ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,045ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$338ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$35,353ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,353TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSTEVEN VAN AMBURGHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13945 MARQUETTE STREETAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES IN MERRILL LYNCH #02631StockNm
EOY Book Value$640,736EOYBookValueAmt
EOYFMV$741,981EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS IN MERRILL LYNCH #02631CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$115,794BookValueAmt
EOYFMV$118,375EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDISTRIBUTIONS RECEIVABLEDesc
BOY Book Value$489BOYBookValueAmt
EOY Book Value$813EOYBookValueAmt
EOYFMV$813EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK SERVICE FEEDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Net Investment Income$30NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$4,504Amt
Net Investment Income$4,504NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PRIOR YEAR EXCISE TAX ON INVESTMENTS$321$0$0
FOREIGN TAXES PAID$155$155$0

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