BETA

TED AND SHANNON SKOKOS FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TED AND SHANNON SKOKOS FOUNDATION (EIN 26-2190216)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-14
IRS object ID
202032889349100013
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)
Return2020-10-14T11:12:52-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111300 CANTRELL ROAD SUITE 301AddressLine1Txt
CityLITTLE ROCKCityNm
State AbbreviationARStateAbbreviationCd
ZIP72212ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262190216EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TED AND SHANNON SKOKOS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEDABusinessNameControlTxt
Phone2145997979PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 670219AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP753670219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTED SKOKOSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2145997979PhoneNum
Signature2020-10-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE MANNPreparerPersonNm
PTINP01064483PTIN
Phone5012275800PhoneNum
Preparation2020-09-28PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.234.194.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-02IPDt
IP Tm10:35:25IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdAEEAEEAA0479B19122EAC14597C879A9C576A2F9AtSubmissionFilingDeviceId
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$13,980,242FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$429,075DividendsRevAndExpnssAmt
Dividends Net Invst Incm$429,075DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$746,588NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,367,432GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$746,588CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$688OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$688OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,176,351TotalRevAndExpnssAmt
Total Net Invst Incm$1,176,351TotalNetInvstIncmAmt
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$11,910AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,955AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,955AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,735OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,735OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,555TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,555TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,792OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,754OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,992TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,999TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,955TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,116,161ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,116,161ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,141,153TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,999TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,122,116TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$964,802ExcessRevenueOverExpensesAmt
Net Investment Income$1,157,352NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,388,993SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,365,221SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,365,221SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$3,364,922CorporateBondsBOYAmt
Corporate Bonds EOY$3,614,111CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,614,111CorporateBondsEOYFMVAmt
Other Investments BOY$9,079,126OtherInvestmentsBOYAmt
Other Investments EOY$8,000,910OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,000,910OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,833,041TotalAssetsBOYAmt
Total Assets EOY$13,980,242TotalAssetsEOYAmt
Total Assets EOYFMV$13,980,242TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,653OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,571OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,653TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,571TotalLiabilitiesEOYAmt
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$13,831,388RetainedEarningBOYAmt
Retained Earning EOY$13,978,671RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,831,388TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,978,671TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,833,041TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,980,242TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,831,388TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$964,802ExcessRevenueOverExpensesAmt
Other Increases$1,112,085OtherIncreasesAmt
Subtotal$13,978,671SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,978,671TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$4,236,448$3,485,237$751,211$751,211
PUBLICLY TRADED SECURITIESP$130,984$135,607-$4,623-$4,623
FieldValueIRS element (for citing)
Capital Gain Net Income$746,588CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,101,083AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,364,320NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.128394DistributionYr1Rt
Adjusted Qlfy Distri Yr2$159,282AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$15,561,265NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.010236DistributionYr2Rt
Adjusted Qlfy Distri Yr3$218,795AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$14,476,731NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.015114DistributionYr3Rt
Adjusted Qlfy Distri Yr4$266,615AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$13,431,316NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.019850DistributionYr4Rt
Adjusted Qlfy Distri Yr5$178,779AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$13,164,381NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.013581DistributionYr5Rt
Total Distribution0.187175TotalDistributionRt
Average Distribution0.037435AverageDistributionRt
Net Vl Noncharitable Assets$14,901,087NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$557,822AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11,574NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$569,396AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,122,116QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$11,574InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,574SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,574TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,135EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$6,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,635TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,061OverpaymentAmt
Applied To ES Tax$6,061AppliedToESTaxAmt
Refund$0RefundAmt

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 AddressWWW.SKOKOSFOUNDATION.COMWebsiteAddressTxt
Individual With BooksGARY COOPER HOGANTAYLOR LLPIndividualWithBooksNm
Phone5019788311PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111300 CANTRELL ROAD SUITE 301AddressLine1Txt
CityLITTLE ROCKCityNm
State AbbreviationARStateAbbreviationCd
ZIP72212ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THEODORE C SKOKOS
PO BOX 191889DALLASTX75219DIRECTOR/PRESIDENT5.00$0$0$0
SHANNON B SKOKOS
PO BOX 191889DALLASTX75219DIRECTOR/TREASURER5.00$0$0$0
MARY ELLEN IRONS
4809 COUNTRY CLUB BLVDLITTLE ROCKAR72207DIRECTOR/SECRETARY1.00$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$12,145,919AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,982,088AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,128,007TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,128,007AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$226,920CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,901,087NetVlNoncharitableAssetsAmt
Minimum Investment Return$745,054MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$745,054MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,574TaxBasedOnInvestmentIncomeAmt
Total Tax$11,574TotalTaxAmt
Distributable Before Adj$733,480DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$733,480DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$733,480DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,122,116ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,122,116QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$11,574PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,110,542AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$733,480DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$1,218,070ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,218,070TotalExcessDistributionCyovAmt
Qualifying Distributions$2,122,116QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$733,480AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,388,636RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,606,706TotalCorpusAmt
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$2,606,706ExcessDistriCyovToNextYrAmt
Excess From Year1$1,218,070ExcessFromYear1Amt
Excess From Current Year$1,388,636ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHEODORE C SKOKOSContributingManagerNm
Contributing ManagerSHANNON B SKOKOSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE TED AND SHANNON SKOKOS FOUNDATIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 191889AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75219ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5019757160RecipientPhoneNum
Form And Info And MaterialsALL GRANT REQUESTS MUST BE IN WRITING AND SUBMITTED TO THE FOUNDATION'S ADDRESS OF RECORD.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MISS ARKANSAS FOUNDATION
659 OUACHITA AVENUEHOT SPRINGSAR71901NONEPUBLIC CHARITYSCHOLARSHIP FUND$15,000
JONATHAN'S PLACE
6065 DUCK CREEK DRGARLANDTX75043NONEPUBLIC CHARITYGENERAL FUND$1,161
GEORGE W BUSH PRESIDENTIAL CENTER
2943 SMU BLVDDALLASTX75205NONEPUBLIC CHARITYGENERAL FUND$25,000
DALLAS CENTER FOR PERFORMING ARTS FOUNDATION
2100 ROSS AVENUE SUITE 650DALLASTX75201NONEPUBLIC CHARITYGENERAL FUND$2,000,000
DENISON FORUM ON TRUTH & CULTURE
17304 PRESTON RD SUITE 1060DALLASTX75252NONEPUBLIC CHARITYGENERAL FUND$50,000
GLOBAL WAR ON TERRORISM
PO BOX 26120FAYETTEVILLENC28314NONEPUBLIC CHARITYGENERAL FUND$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,116,161TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$429,075ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$688ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$746,588ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,176,351ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,176,351TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING EXPENSESCategoryTxt
Amt$11,910Amt
Net Investment Income$5,955NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,955DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS CORPORATE FIXED INCOMEBondNm
EOY Book Value$3,614,111EOYBookValueAmt
EOYFMV$3,614,111EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHSAT COST$7,378,092$7,378,092
INVEST IN TERRACINA INV., LLCAT COST$622,818$622,818

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LOSS ON PASSTHROUGH - TERRACINA$4,382$4,344$0
POST OFFICE BOX$410$410$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINCOME ON PASSTHROUGH - VINTAGE VIIDesc
Revenue And Expenses Per Books$688RevenueAndExpensesPerBooksAmt
Net Investment Income$688NetInvestmentIncomeAmt
Adjusted Net Income$688AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAINSDesc
Amt$1,112,085Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO TED C. SKOKOSDesc
BOY Book Value$1,653BOYBookValueAmt
EOY Book Value$1,571EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$4,735Amt
Net Investment Income$4,735NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$3,555Amt
Net Investment Income$3,555NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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