PEROT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PEROT FOUNDATION (EIN 75-6093258)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-02
- IRS object ID
- 202033079349100123
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-02T12:21:43-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800168836 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Petrus Trust Company LTA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756093258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Perot Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERO | BusinessNameControlTxt |
| Phone | 9725351900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JYROBB III | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9725351900 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kami M Barnes | PreparerPersonNm |
| PTIN | P01080813 | PTIN |
| Phone | 9725351900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 165.225.216.222 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 12:21:38 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | 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 | $48,827,459 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $145,940 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,391,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,391,783 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$765,208 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $850,118 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $593,004 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,622,633 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,984,787 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $20,176 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $20,176 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,427 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,427 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $270 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $270 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,389 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,651 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,738 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $39,402 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $39,402 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $337,611 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $179,982 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,008 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $476,275 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $187,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135,021 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,447,729 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,447,729 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,924,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $187,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,582,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,301,371 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,797,154 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,238 | CashBOYAmt |
| Cash EOY | $50,030 | CashEOYAmt |
| Cash EOYFMV | $50,030 | CashEOYFMVAmt |
| Other Investments BOY | $66,471,623 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,171,240 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,422,826 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $165,516 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,681 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $163,835 | LandBOYAmt |
| Land EOY | $163,835 | LandEOYAmt |
| Land EOYFMV | $163,835 | LandEOYFMVAmt |
| Other Assets BOY | $4,190,768 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,190,768 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,190,768 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $70,878,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,575,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,827,459 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $499 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $95 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $499 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $95 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $70,877,965 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,575,778 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,877,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,575,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,878,464 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,575,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,877,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,301,371 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,576,594 | SubtotalAmt |
| Other Decreases | $816 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,575,778 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PTAC - Short Term Capital Gain | P | 2019-01-01 | 2019-12-31 | -$228,633 | -$228,633 |
| PTAC - Long Term Capital Gain | P | 2018-12-31 | 2019-12-31 | -$75,662 | -$75,662 |
| PDIV - Short Term Capital Gain | P | 2019-01-01 | 2019-12-31 | $4,577 | $4,577 |
| PDIV - Long Term Capital Gain | P | 2018-12-31 | 2019-12-31 | -$127 | -$127 |
| PSTF - Short Term Capital Gain | P | 2019-01-01 | 2019-12-31 | $529 | $529 |
| PSTF - Long Term Capital Gain | P | 2018-12-31 | 2019-12-31 | $1,973 | $1,973 |
| PQSF - Short Term Capital Gain | P | 2019-01-01 | 2019-12-31 | $109,520 | $109,520 |
| PQSF - Long Term Capital Gain | P | 2018-12-31 | 2019-12-31 | $2,210 | $2,210 |
| PQSF - 1256 Gain - ST | P | 2019-01-01 | 2019-12-31 | $32,292 | $32,292 |
| PQSF - 1256 Gain - LT | P | 2018-12-31 | 2019-12-31 | $48,439 | $48,439 |
| PSSF - Short Term Capital Gain | P | 2019-01-01 | 2019-12-31 | $12,574 | $12,574 |
| PSSF - Long Term Capital Gain | P | 2018-12-31 | 2019-12-31 | $19,276 | $19,276 |
| PYOF - Short Term Capital Gain | P | 2019-01-01 | 2019-12-31 | -$594,380 | -$594,380 |
| PYOF - Long Term Capital Gain | P | 2018-12-31 | 2019-12-31 | -$106,352 | -$106,352 |
| PETS - Short Term Capital Gain | P | 2019-01-01 | 2019-12-31 | -$109,231 | -$109,231 |
| PETS - Long Term Capital Gain | P | 2018-12-31 | 2019-12-31 | $28,497 | $28,497 |
| PETS - Section 1231 | P | 2018-12-31 | 2019-12-31 | -$3 | -$3 |
| PFND - Short Term Capital Gain | P | 2019-01-01 | 2019-12-31 | -$35,086 | -$35,086 |
| PFND - Long Term Capital Gain | P | 2018-12-31 | 2019-12-31 | $118,717 | $118,717 |
| PFND - Section 1231 | P | 2018-12-31 | 2019-12-31 | $8,381 | $8,381 |
| PFND - 1256 Gain - ST | P | 2019-01-01 | 2019-12-31 | -$1,088 | -$1,088 |
| PFND - 1256 Gain - LT | P | 2018-12-31 | 2019-12-31 | -$1,631 | -$1,631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$765,208 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,669,544 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $64,114,037 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.275596 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,683,801 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $66,472,475 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.130638 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,889,135 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $72,601,840 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.122437 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,580,560 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $77,859,197 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.148737 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,290,033 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $74,102,978 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084882 | DistributionYr5Rt |
| Total Distribution | 0.762290 | TotalDistributionRt |
| Average Distribution | 0.152458 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $54,981,547 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,382,377 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,972 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,400,349 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,582,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $17,972 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,972 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,972 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,386 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,386 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,414 | OverpaymentAmt |
| Applied To ES Tax | $1,414 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JY Robb III | IndividualWithBooksNm |
| Phone | 9725351930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Margot B Perot | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | President, Director | 0.00 | $0 | $0 | $0 |
| Carolyn P Rathjen | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Vice Pres, Exec Director | 20.00 | $36,000 | $2,160 | $0 |
| John T Walter Jr | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Secretary, Director | 0.00 | $0 | $0 | $0 |
| H Ross Perot Jr | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Nancy E Perot | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Suzanne P McGee | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Katherine P Reeves | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Bette Perot | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| J Y Robb III | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | 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 | The Foundation provides shelter for unrelated individuals who are officers of the Salvation Army | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | The Foundation provides assistance to unrelated indigent individuals | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | The Foundation provides assistance in obtaining medical care to unrelated military personnel, veterans and their families | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
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 | $55,776,137 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,692 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,818,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,818,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $837,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,981,547 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,749,077 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,749,077 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,972 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $7,997 | IncomeTaxAmt |
| Total Tax | $25,969 | TotalTaxAmt |
| Distributable Before Adj | $2,723,108 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,723,108 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,723,108 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,582,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,582,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,972 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,564,778 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,723,108 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,606,153 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,701,875 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,298,141 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,393,188 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,484,687 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,484,044 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,582,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,723,108 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,859,642 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $58,343,686 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,606,153 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,737,533 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,701,875 | ExcessFromYear4Amt |
| Excess From Year3 | $5,298,141 | ExcessFromYear3Amt |
| Excess From Year2 | $5,393,188 | ExcessFromYear2Amt |
| Excess From Year1 | $14,484,687 | ExcessFromYear1Amt |
| Excess From Current Year | $22,859,642 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Margot B Perot | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Carolyn P Rathjen | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9725351900 | RecipientPhoneNum |
| Form And Info And Materials | Please contact the named person above for details | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Please contact the named person above for details | SubmissionDeadlinesTxt |
| Restrictions On Awards | Please contact the named person above for details | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (145 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 22KILL | ||||||||||||
| 13625 Neutron Road | Dallas | TX | 75244 | None | Public Charity | Stay the Course Program - preventing suicide among Veterans | $10,000 | |||||
| 2nd Saturday CDC | ||||||||||||
| 633 WDavis Street Ste 136 | Dallas | TX | 75208 | None | Public Charity | Home repair projects that serve low income and disabled residents in South and West Dallas led by volunteers from partner churches and nonprofits. They also provide jobs for former felons, gang members and drug dealers eager for a 2nd chance. | $25,000 | |||||
| AC Food Pantry | ||||||||||||
| 1116 Dobie Drive | Plano | TX | 75074 | None | Public Charity | Provide nutritious food to people in Plano who cannot afford the food they need to feed their families | $15,000 | |||||
| ACH Child and Family Services | ||||||||||||
| 3712 Wichita Street | Fort Worth | TX | 76119 | None | Public Charity | Offers fourteen residential and community based services to protect children and preserve families. Therapeutic and respite interventions, foster care, adoption, behavioral care, homelessness transition and programs for young adults who have aged out of foster care. | $50,000 | |||||
| Agape Clinic | ||||||||||||
| 4105 Junius Street | Dallas | TX | 75246 | None | Public Charity | Provdies primary and specialty care to the uninsured, underinsured, and the working poor of North Texas | $50,000 | |||||
| Alzheimer's Association | ||||||||||||
| 3001 Knox Street Ste 200 | Dallas | TX | 75205 | None | Public Charity | Enchanted Evening Gala | $25,000 | |||||
| American Friends of the Masterworks Foundation | ||||||||||||
| None | Public Charity | Support of the Arts | $25,000 | PO Box HM 1929 | Hamilton | BD | ||||||
| Austin Presbyterian Theological Seminary | ||||||||||||
| 100 East 27th St | Austin | TX | 78705 | None | Public Charity | Religious | $250,000 | |||||
| AWARE Dallas | ||||||||||||
| 25 Highland Park Village Ste | Dallas | TX | 75205 | None | Public Charity | Alzheimer's research | $5,000 | 100-485 | ||||
| Behind Every Door Ministries | ||||||||||||
| 2824 Swiss Ave | Dallas | TX | 75204 | None | Public Charity | Resource to Dallas families living in poverty focused on three apartment complexes in Vickery Meadow, Cityplace, and Southeast Oak Cliff. | $25,000 | |||||
| Bermuda National Trust | ||||||||||||
| None | Public Charity | To protect & promote Bermuda's Unique Natural & Cultural Heritage Forever | $2,500 | PO Box HM 61 | Hamilton | BD | ||||||
| Bermuda Zoological Society | ||||||||||||
| None | Public Charity | General Fund | $100,000 | PO Box FL 145 | Bermuda | BD | Flatts FL | |||||
| Big Thought | ||||||||||||
| 1409 South Lamar Street Suite 1015 | Dallas | TX | 75215 | None | Public Charity | To make imagination a part of everyday learning. | $250,000 | |||||
| Boy Scouts Circle Ten Council | ||||||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | None | Public Charity | Provide programs to scouts | $100,000 | |||||
| Bryan's House | ||||||||||||
| 3610 Pipestone Road | Dallas | TX | 75212 | None | Public Charity | Empowers families by removing barriers to care in order to serve children through education, health, advocacy, and social services | $100,000 | |||||
| Cafe Momentum | ||||||||||||
| 1510 Pacific St | Dallas | TX | 75201 | None | Public Charity | Transforms young lives by equipping the community's most at risk youth with life skills, education and employment opportunities to help them achieve their full potential. | $10,000 | |||||
| Camp John Marc | ||||||||||||
| 2824 Swiss Ave | Dallas | TX | 75204 | None | Public Charity | Holds, manages, and invests endowment funds of special camps for special kids | $10,000 | |||||
| CASA of Denton County | ||||||||||||
| 614 N Bell Ave | Denton | TX | 76206 | None | Public Charity | To provide trained community volunteers to advocate for the best interests of abused and neglected children, and to promote community awareness about child abuse issues. | $20,000 | |||||
| Child Poverty Action Lab | ||||||||||||
| 1808 S Good Latimer Expy Ste 102 | Dallas | TX | 75226 | None | Public Charity | Take Control Initiative | $300,000 | |||||
| Children's Medical Center Foundation | ||||||||||||
| 2777 Stemmons Freeway Suite 700 | Dallas | TX | 75207 | None | Public Charity | Medical research | $5,000 | |||||
| City Square | ||||||||||||
| 511 N Akard Street Ste 302 | Dallas | TX | 75201 | None | Public Charity | Fight the causes and effects of poverty through service, advocacy, and friendship. Working together as a community, we feed the hungry, heal the sick, house the homeless and renew hope in the heart of our city. | $200,000 | |||||
| Clayton Dabney Foundation for Kids with Cancer | ||||||||||||
| 6500 Greenville Ave 342 | Dallas | TX | 75206 | None | Public Charity | Provide anonymous assistance to needy families of cancer victims | $10,000 | |||||
| Commit | ||||||||||||
| 3800 Maple Avenue Ste 800 | Dallas | TX | 75219 | None | Public Charity | Education initiatives | $250,000 | |||||
| Cornerstone Crossroads Academy | ||||||||||||
| PO Box 151062 | Dallas | TX | 75315 | None | Public Charity | Student transformation program | $25,000 | |||||
| Cristo Rey Dallas | ||||||||||||
| 1064 N St Augustine | Dallas | TX | 75219 | None | Public Charity | Innovation Center, which will serve the surrounding community with a North Texas Food Bank on site as well as open gym and fine arts facilities for the neighborhood. | $250,000 | |||||
| Crossroads Community Services | ||||||||||||
| 1822 Young Street | Dallas | TX | 75201 | None | Public Charity | Nourishing people and powering change | $25,000 | |||||
| Dallas Area Habitat for Humanity | ||||||||||||
| 2800 North Hampton Rd | Dallas | TX | 75212 | None | Public Charity | Down Payment Assistance Fund - providing low income families with affordable housing | $50,000 | |||||
| Dallas Bethlehem Center | ||||||||||||
| 4410 Lelad Ave | Dallas | TX | 75215 | None | Public Charity | Community center near Fair Park providing programs for members of the neighborhood | $10,000 | |||||
| Dallas Chamber Symphony | ||||||||||||
| PO Box 795548 | Dallas | TX | 753795548 | None | Public Charity | Support of the Arts | $10,000 | |||||
| Dallas Children's Advocacy Center | ||||||||||||
| 5351 Samuell Blvd | Dallas | TX | 75228 | None | Public Charity | Support of child abuse victims | $5,000 | |||||
| Dallas Children's Theater | ||||||||||||
| 5938 Skillman | Dallas | TX | 75231 | None | Public Charity | Sustainability Campaign for capital improvements and operations | $10,000 | |||||
| Dallas Holocaust Museum | ||||||||||||
| 211 N Record Street Ste 100 | Dallas | TX | 752023361 | None | Public Charity | Museum experience fund - offers free or decreased admission to schools who cannot pay | $500,000 | |||||
| Dallas Morning News Charities through Communities Foundation | ||||||||||||
| 5500 Caruth Haven Ln | Dallas | TX | 75225 | None | Public Charity | General Fundraising | $5,000 | |||||
| Dallas Museum of Art | ||||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for art programs | $112,500 | |||||
| Dallas Opera | ||||||||||||
| 2403 Flora Street Ste 500 | Dallas | TX | 75201 | None | Public Charity | Support of the Arts | $2,500,000 | |||||
| Dallas Rotary Club | ||||||||||||
| 5430 Glen Lakes Drive Ste 240 | Dallas | TX | 75231 | None | Public Charity | To provide service to others, to identify and support humanitarian projects, to promote high ethical standards, and to advance world understanding, goodwill, and peace through fellowship of business, professional, and community leaders. | $25,000 | |||||
| Dallas Services | ||||||||||||
| 5442 La Sierra Dr | Dallas | TX | 75231 | None | Public Charity | Sight for Seniors Program | $10,500 | |||||
| Dallas Summer Musicals | ||||||||||||
| PO Box 710336 | Dallas | TX | 75230 | None | Public Charity | Produces, presents and promotes excellence in live musical theatre with year-round performances for diverse audiences of all ages, impacting the lives of children and families through community outreach and education, and enriching the cultural landscape of Dallas/Fort Worth, North Texas and the Southwest Region | $10,000 | |||||
| Dallas Symphony Association | ||||||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support for the performing arts | $1,005,000 | |||||
| Dallas Winds | ||||||||||||
| PO Box 595026 | Dallas | TX | 75359 | None | Public Charity | Support of the Arts | $10,800 | |||||
| DME Exchange of Dallas | ||||||||||||
| 12015 Shiloh Road Suite 130 | Dallas | TX | 75228 | None | Public Charity | Recycling Durable Medical Equipment for Those in Need | $20,000 | |||||
| Doctors Without Borders | ||||||||||||
| 333 Seventh Avenue 2nd Floor | New York | NY | 10001 | None | Public Charity | Medical and humanitarian relief | $2,500 | |||||
| Educational Opportunities Inc | ||||||||||||
| 8350 N Central Expressway Suite 775 | Dallas | TX | 75206 | None | Public Charity | Offer financial assistance and mentoring support to hundreds of graduates from Dallas public schools as they pursue higher education. | $15,200 | |||||
| Episcopal School of Dallas | ||||||||||||
| 4100 Merrell Road | Dallas | TX | 75229 | None | Public Charity | Education support | $5,000 | |||||
| Exodus Ministries | ||||||||||||
| 4630 Munger Avenue 110 | Dallas | TX | 75204 | None | Public Charity | General operating support for program that reunites formerly incarcerated mothers and their children and includes housing, counseling, education, mentoring and many other services | $20,000 | |||||
| Family Compass | ||||||||||||
| 4210 Junius Street | Dallas | TX | 75246 | None | Public Charity | Growing as Parents Program. Help build healthy families and prevent child abuse. | $10,000 | |||||
| Family Gateway | ||||||||||||
| 600 Jackson Street | Dallas | TX | 75202 | None | Public Charity | Lead the Dallas community to end child homelessness by providing inovative and comprehensive housing, social, and educaitonal programs to homeless children and their families. | $25,000 | |||||
| Fort Worth Hope Center | ||||||||||||
| 3625 E Loop 820 S | Fort Worth | TX | 76119 | None | Public Charity | Food distribution and groceries for the needy in Fort Worth | $15,000 | |||||
| Foundation Fighting Blindness | ||||||||||||
| 1663 Steele Street Ste 607 | Denver | CO | 80206 | None | Public Charity | Make a difference for people living with retinal diseases and discover the ways you can help. | $100,000 | |||||
| Friends of Naval Academy Music Inc | ||||||||||||
| PO Box 6184 | Annapolis | MD | 21401 | None | Public Charity | Provide resources to support and sustain music excellence at the Naval Academy | $25,000 | |||||
| Friends of the Dallas Police | ||||||||||||
| 3232 McKinney Ave | Dallas | TX | 75204 | None | Public Charity | Awards banquet | $2,500 | |||||
| Friends of the Dallas Public Library | ||||||||||||
| 3232 McKinney Ave Suite 855 | Dallas | TX | 75204 | None | Public Charity | Support for creation of the McDermott Fine Books Center | $1,000 | |||||
| Frontiers of Flight Museum | ||||||||||||
| 6911 Lemmon Avenue | Dallas | TX | 75209 | None | Public Charity | To create and sponsor educational programs for school and public groups in order to educate, motivate, and inspire the next generation | $25,000 | |||||
| George W Bush Foundation | ||||||||||||
| 2943 SMU Blvd | Dallas | TX | 75205 | None | Public Charity | Support of Presidential Museum | $25,000 | |||||
| Girl Scouts of Northeast Texas | ||||||||||||
| 6001 Summerside Dr | Dallas | TX | 75252 | None | Public Charity | Women of Distinction Luncheon | $5,000 | |||||
| Girls Inc | ||||||||||||
| 2040 Empire Central Drive | Dallas | TX | 75235 | None | Public Charity | To awaken the potential in girls and young women and empower them to become strong, smart, and bold women who positively contribute to our communities | $25,000 | |||||
| Giving Hope Inc | ||||||||||||
| PO Box 50946 | Denton | TX | 76206 | None | Public Charity | Housing services for Denton County women and children who are at risk or are currently experiencing homelessness | $10,000 | |||||
| Goucher College | ||||||||||||
| 1020 Dulaney Valley Rd | Baltimore | MD | 21204 | None | Public Charity | Education support | $1,000,000 | |||||
| Grant Halliburton Foundation | ||||||||||||
| 6390 LBJ Freeway Ste 106 | Dallas | TX | 75240 | None | Public Charity | Teaching people how to recognize the signs of distress or suicidal crisis in a young person and how to help lead them. | $30,000 | |||||
| Greater Dallas Youth Orchestra | ||||||||||||
| 3630 Harry Hines Blvd | Dallas | TX | 75219 | None | Public Charity | Support of the Arts | $5,000 | |||||
| Healing Hands Ministries | ||||||||||||
| PO Box 741524 | Dallas | TX | 75374 | None | Public Charity | Medical & Dental clinic for needy | $50,000 | |||||
| Highland Park Presbyterian Church | ||||||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Religious | $100,000 | |||||
| Honduras Threads | ||||||||||||
| 938 W Greenbriar Ln | Dallas | TX | 75208 | None | Public Charity | Honduras Threads mission is to strengthen the fabric of lives through work, pride and faith. We start and support embroidery cooperatives in rural Honduran villages to enable the women to earn money in their own communities to help themselves and their families by making beautiful products in a safe environment. | $5,000 | |||||
| Hope Cottage | ||||||||||||
| 609 Texas Street | Dallas | TX | 75204 | None | Public Charity | Crisis Pregnancy Services | $20,000 | |||||
| Hope Supply Co | ||||||||||||
| 10480 Shady Trail Ste 104 | Dallas | TX | 75220 | None | Public Charity | Provide resources to homeless children in North Texas | $20,000 | |||||
| Hunger Busters | ||||||||||||
| 3116 Sylvan Ave | Dallas | TX | 75212 | None | Public Charity | Feed the Need Program | $25,000 | |||||
| International Justice Mission | ||||||||||||
| PO Box 96961 | Washington | DC | 20090 | None | Public Charity | Program support to rescue children from slavery. | $10,000 | |||||
| International Planned Parenthood | ||||||||||||
| 125 Maiden Lane 9th Floor | New York | NY | 100384730 | None | Public Charity | Promote women's health | $100,000 | |||||
| JDRF Greater Dallas | ||||||||||||
| 9400 N Central Expressway 1201 | Dallas | TX | 75231 | None | Public Charity | Medical research | $25,000 | |||||
| Jonathan's Place | ||||||||||||
| 6065 Duck Creek Drive | Garland | TX | 75043 | None | Public Charity | Find foster homes for abused and neglected children. | $25,000 | |||||
| Jubilee Park and Community Center | ||||||||||||
| 907 Bank Street | Dallas | TX | 75223 | None | Public Charity | Revitalization project of a poor neighborhood near Fair Park by building a community center | $150,000 | |||||
| KERA | ||||||||||||
| 3000 Harry Hines Boulevard | Dallas | TX | 75201 | None | Public Charity | Public broadcast of educational and news programs | $10,000 | |||||
| Kimbell Art Museum | ||||||||||||
| 3333 Camp Bowie Blvd | Fort Worth | TX | 76107 | None | Public Charity | Support of the Arts | $10,000 | |||||
| Leukemia & Lymphoma Society | ||||||||||||
| 8111 LBJ Freeway Ste 425 | Dallas | TX | 75251 | None | Public Charity | Medical research | $10,000 | |||||
| Leukemia Texas | ||||||||||||
| 4925 N OConnor Road Ste 125 | Irving | TX | 75062 | None | Public Charity | Medical research - Patient Aid Program | $100,000 | |||||
| LIFT | ||||||||||||
| 1610 S Malcolm X Blvd Ste 320 | Dallas | TX | 75226 | None | Public Charity | To enhnace lives and strengthen communities by teaching adults to read | $15,000 | |||||
| Lumin Education | ||||||||||||
| 924 Wayne Street | Dallas | TX | 75223 | None | Public Charity | Education | $10,000 | |||||
| Mayor's Education Initiatives Fund | ||||||||||||
| 3232 McKinney Ave Suite 855 | Dallas | TX | 75204 | None | Public Charity | Support the mayor's programs focused on the Back to School Fair, the Summer Reading Challenge and the Mayor's Intern Fellows Program | $10,000 | |||||
| Mental Health America of Greater Dallas | ||||||||||||
| 624 Good Latimer Ste 200 | Dallas | TX | 75204 | None | Public Charity | To provide mental health education | $25,000 | |||||
| Metro Dallas Homeless Alliance | ||||||||||||
| 2816 Swiss Ave | Dallas | TX | 75204 | None | Public Charity | Support of the homeless | $65,000 | |||||
| Mi Escuelita Preschool Inc | ||||||||||||
| PO Box 191487 | Dallas | TX | 752199998 | None | Public Charity | Early Childhood Education Program | $10,000 | |||||
| Mommies in Need | ||||||||||||
| 2904 Floyd Street | Dallas | TX | 75204 | None | Public Charity | For Annie's Place in Parkland Hospital which offers drop in childcare for ages 0-6 while their parents are receiving medical care. | $100,000 | |||||
| Museum of the American Revolution | ||||||||||||
| 101 South 3rd Street | Philadelphia | PA | 19106 | None | Public Charity | Medical research | $220,000 | |||||
| Navy Marine Corp Relief Society | ||||||||||||
| 875 N Randolph St Ste 225 | Arlington | VA | 22203 | None | Public Charity | Provide financial, educational, and other assistance to members of the Naval Service of the United States, eligible family members, and survivors when in need | $25,000 | |||||
| New Friends New Life | ||||||||||||
| PO Box 192378 | Dallas | TX | 75219 | None | Public Charity | Support for women to escape the sex industry and make new lives for them and their children. | $20,000 | |||||
| North Texas Food Bank | ||||||||||||
| 4500 S Cockrell Hill Road | Dallas | TX | 75236 | None | Public Charity | Provides access to more than 190,000 meals each day for hungry children, seniors and families through a network of more than 1,000 programs and 200 Partner Agencies in a 13-county service area. | $400,000 | |||||
| Npower | ||||||||||||
| 3 Metrotech Center Mezzanine | New York | NY | 11201 | None | Public Charity | To create pathways to economic prosperity by launching digital careers for military veterans and young adults from underserved communities | $7,500 | |||||
| NTARUPT Fund of the Dallas Foundation | ||||||||||||
| 624 N Good-Latimer Ste 100 | Dallas | TX | 75204 | None | Public Charity | Improve the quality of life for children, families, and communities by preventing unintended teen pregnancies | $1,000 | |||||
| Oak Cliff Works | ||||||||||||
| 1001 North Bishop Avenue | Dallas | TX | 75208 | None | Public Charity | Connects unemployed and underemployed individuals living in poverty with employment opportunities to earn a living wage. | $10,000 | |||||
| On the Road Lending | ||||||||||||
| 4141 Office Parkway | Dallas | TX | 75204 | None | Public Charity | Seeks to lift the disadvantaged and working poor from poverty by providing financial education and assisting with assessing reliable transportation. | $3,000,000 | |||||
| Orphan Outreach | ||||||||||||
| 2001 W Plano Parkway Suite 3700 | Plano | TX | 75075 | None | Public Charity | The mission of Orphan Outreach is to glorify the Lord Jesus Christ by ministering to orphans around the world by meeting spiritual, physical, emotional and educational needs. | $15,000 | |||||
| Our Calling | ||||||||||||
| 1702 S Cesar Chavez Blvd | Dallas | TX | 75215 | None | Public Charity | Food program for homeless families in Dallas County | $10,000 | |||||
| Parkland Foundation | ||||||||||||
| 2777 North Stemmons Freeway | Dallas | TX | 75207 | None | Public Charity | Medical | $1,000,000 | |||||
| Pastoral Reflections Institute | ||||||||||||
| PO Box 181313 | Dallas | TX | 75218 | None | Public Charity | Religious support | $10,000 | |||||
| Perot Museum of Nature and Science | ||||||||||||
| PO Box 151469 | Dallas | TX | 75315 | None | Public Charity | Support for capital campaign | $1,775,000 | |||||
| Planned Parenthood | ||||||||||||
| 7424 Greenville Ave Ste 206 | Dallas | TX | 75231 | None | Public Charity | Support of women's health | $110,000 | |||||
| Prevent Blindness Texas | ||||||||||||
| 3610 Fairmont Street | Dallas | TX | 75219 | None | Public Charity | Vision screening program for low income members of the community | $10,000 | |||||
| RISE Adaptive Sports | ||||||||||||
| PO Box 141122 | Irving | TX | 750141122 | None | Public Charity | Therapeutic recreational sports program for adults and children. | $5,000 | |||||
| Salesmanship Club Charitable Golf of Dallas Inc | ||||||||||||
| 106 E 10th St Ste 200 | Dallas | TX | 75203 | None | Public Charity | Benefit Momentous Institute, that directly serves 6,000 kids and family members each year through its nationally acclaimed Momentous School, innovative therapeutic services, and research and training. | $5,000 | |||||
| ScholarShort Inc | ||||||||||||
| 2904 Swiss Avenue | Dallas | TX | 75204 | None | Public Charity | Dedicated to helping at risk students complete degrees in higher education. | $35,000 | |||||
| Shelter Ministries of Dallas | ||||||||||||
| PO Box 151085 | Dallas | TX | 75315 | None | Public Charity | Shelter the homeless and victims of domestic violence and to provide compassionate counseling through a ministry of caring. | $5,000 | |||||
| Sixth Floor Museum at Dealey Plaza | ||||||||||||
| 411 Elm Street | Dallas | TX | 75202 | None | Public Charity | Historical museum support | $1,000 | |||||
| SMU Maguire Center for Ethics | ||||||||||||
| PO Box 750460 | Dallas | TX | 752750460 | None | Public Charity | SMU's Maguire Center in honor of Bobby Lyle | $10,000 | |||||
| Soul's Harbor | ||||||||||||
| 13134 Nile Drive | Dallas | TX | 75253 | None | Public Charity | Support for homeless men | $5,000 | |||||
| Southwestern Diabetic Foundation | ||||||||||||
| PO Box 918 | Gainesville | TX | 76241 | None | Public Charity | Campership program | $10,000 | |||||
| Special Programs for Aging Needs | ||||||||||||
| 1800 Malone Street | Denton | TX | 76201 | None | Public Charity | Enable people to live as fully and independently as possible by providing nutrition, transportation and other social services to seniors, people with disabilities, veterans and the public. | $15,000 | |||||
| St Phillips School and Community Center | ||||||||||||
| 1600 Pennsylvania Avenue | Dallas | TX | 75215 | None | Public Charity | Education | $205,000 | |||||
| Suicide Crisis Center of North Texas | ||||||||||||
| 2808 Swiss Avenue | Dallas | TX | 75204 | None | Public Charity | Aids in the prevention of suicide | $40,000 | |||||
| Teach for America Dallas Fort Worth | ||||||||||||
| 600 N Pearl Street Ste 2300 | Dallas | TX | 75201 | None | Public Charity | Education support | $10,000 | |||||
| Texas Scottish Rite Hospital | ||||||||||||
| 2222 Welborn Street | Dallas | TX | 75219 | None | Public Charity | Don Carter Family Memorial Fund | $2,000,000 | |||||
| Texas Winds Musical Outreach Inc | ||||||||||||
| 7038 Hunters Ridge Drive | Dallas | TX | 75248 | None | Public Charity | Programs for the ill health, economically disadvantaged, isolated seniors and at-risk children | $30,000 | |||||
| TexProtects | ||||||||||||
| 2904 Floyd Streetm Ste A | Dallas | TX | 75204 | None | Public Charity | To reduce and prevent child abuse and neglect through research, advocacy and education | $10,000 | |||||
| The Child Care Group | ||||||||||||
| 8585 North Stemmons Freeway Ste 500 | Dallas | TX | 75247 | None | Public Charity | Provide and promote quality child care services | $50,000 | |||||
| The Family Place | ||||||||||||
| PO Box 7999 | Dallas | TX | 75209 | None | Public Charity | The Family Place empowers victims of family violence by providing safe housing, counseling and skills that create independence while building community engagement and advocating for social change to stop family violence. | $215,000 | |||||
| The Film Collaborative | ||||||||||||
| 301 Mashie Drive SE | Vienna | VA | 22180 | None | Public Charity | "When My Time Comes" documentary, which addresses the many issues surrounding the right to choose medical aid in dying | $25,000 | |||||
| The Global Fund for Children | ||||||||||||
| 1101 Fourteenth Street NW Suite 420 | Washington | DC | 20005 | None | Public Charity | Advance the dignity of vulnerable children and youth around the world | $150,000 | |||||
| The Hockaday School | ||||||||||||
| 11600 Welch Road | Dallas | TX | 75229 | None | Public Charity | Education | $1,000 | |||||
| The Salvation Army School for Officers Training | ||||||||||||
| 1032 Metropolitan Parkway | Atlanta | GA | 30310 | None | Public Charity | Provide support for officers in training | $1,000,000 | |||||
| The Salvation Army Texarkana | ||||||||||||
| 400 E 4th Street | Texarkana | TX | 71854 | None | Public Charity | Provide support for victims of domestic abuse | $60,229 | |||||
| The Salvation Army Womens Auxiliary | ||||||||||||
| PO Box 36026 | Dallas | TX | 75235 | None | Public Charity | Safe haven for families in crisis, summar day camp programs, substance abuse rehabilitation, and shelter for individuals experiencing homelessness | $50,000 | |||||
| The Salvation Army | ||||||||||||
| 8787 N Stemmons Frwy Suite 800 | Dallas | TX | 75247 | None | Public Charity | Provide Support for Victims of Domestic Violence | $150,000 | |||||
| The Senior Source | ||||||||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | None | Public Charity | General Fund | $50,000 | |||||
| The Stewpot Alliance | ||||||||||||
| 4516 Lovers Lane Suite 229 | Dallas | TX | 75225 | None | Public Charity | Provides critical services for the homeless population in Dallas | $5,000 | |||||
| The Stewpot | ||||||||||||
| 1835 Young Street | Dallas | TX | 75201 | None | Public Charity | Assists those experiencingand at-risk of homelessness | $10,000 | |||||
| The Sweetheart Ball | ||||||||||||
| 6801 Turtle Creek Blvd | Dallas | TX | 75205 | None | Public Charity | Medical research | $5,500 | |||||
| The Warren Center | ||||||||||||
| 320 Custer Road | Richardson | TX | 75080 | None | Public Charity | Serving families of children with disabilities and developmental delays. | $10,000 | |||||
| The Well Community | ||||||||||||
| 125 Sunset Ave | Dallas | TX | 75208 | None | Public Charity | Nonprofit ministry that helps adults recovering from mental illness through healthy relationships, essential services and meaningful work. | $10,000 | |||||
| The Wilkinson Center | ||||||||||||
| PO Box 720248 | Dallas | TX | 75372 | None | Public Charity | Provide pathways out of poverty | $25,000 | |||||
| Theatre Three | ||||||||||||
| 2800 Routh Street Ste 168 | Dallas | TX | 75201 | None | Public Charity | Annual campaign contribution | $1,000 | |||||
| Treasure Street | ||||||||||||
| 2222 Welborn Street | Dallas | TX | 75219 | None | Public Charity | Medical research | $25,000 | |||||
| Trinity Restoration Ministries | ||||||||||||
| 2728 Holmes St | Dallas | TX | 75215 | None | Public Charity | Program to facilitate re-entry to the community for incarcerated men | $5,000 | |||||
| Trinity River Mission | ||||||||||||
| 2600 Singleton Blvd Ste 104 | Dallas | TX | 75212 | None | Public Charity | Ensure that at-risk West Dallas students and families realize their full potential, graduate, and thrive in their community | $12,500 | |||||
| United States Air Force Academy | ||||||||||||
| 3116 Academy Drive Suite 200 | USAFA | CO | 80840 | None | Public Charity | Gen. Risner Military Scholar Fund | $350,000 | |||||
| United to Learn | ||||||||||||
| 1600 Viceroy Dr Ste 150 | Dallas | TX | 75235 | None | Public Charity | Grassroots neighborhood organization founded to support all of the elementary schools in the North Dallas area | $137,500 | |||||
| United Way of Metropolitan Dallas | ||||||||||||
| 1800 N Lamar | Dallas | TX | 75202 | None | Public Charity | Support of Humanitarian Programs in the Community | $100,000 | |||||
| UT Southwestern | ||||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 753909009 | None | Public Charity | Medical research | $5,000,000 | |||||
| Vanderbilt University | ||||||||||||
| 2301 Vanderbilt Place | Nashville | TN | 37235 | None | Public Charity | Education | $10,000 | |||||
| Visiting Nurse Association | ||||||||||||
| 1600 Viceroy Ste 400 | Dallas | TX | 75235 | None | Public Charity | focuses on living life to its fullest and treating patients with the dignity and respect they deserve | $62,500 | |||||
| West Point Association of Graduates | ||||||||||||
| 698 Mills Road | West Point | NY | 10996 | None | Public Charity | General Fund | $140,000 | |||||
| Westphalia Historical Society | ||||||||||||
| 166 CR 3000 Westphalia | Lott | TX | 76656 | None | Public Charity | Religious support | $500 | |||||
| Williams Memorial United Methodist Church | ||||||||||||
| 4000 Moores Lane | Texarkana | TX | 75503 | None | Public Charity | Religious support | $5,000 | |||||
| WINGS | ||||||||||||
| 2603 Inwood Road | Dallas | TX | 75235 | None | Public Charity | Address poverty by providing in-depth programs that help women become financially secure through financial coaching, employment services and income support | $50,000 | |||||
| Woodall Rogers Park Foundation | ||||||||||||
| 1909 Woodall Rogers Freeway Ste 403 | Dallas | TX | 75201 | None | Public Charity | To manage and operate Klyde Warren Park in order to provide free programming and educational opportunities for the enrichment of visitor's lives, showcase the multitude of cultures and talents Dallas has to offer, and to be a clean, safe, and active town square where citizens can congregate and create traditions. | $50,000 | |||||
| Young Womens Prepatory Network | ||||||||||||
| One Arts Plaza 1722 Routh Street | Dallas | TX | 75201 | None | Public Charity | Education support | $5,000 | Ste 720 | ||||
| Youth Believing in Change | ||||||||||||
| 8574 Stults Road | Dallas | TX | 75243 | None | Public Charity | After school youth program | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,447,729 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,391,783 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $39,083 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $593,004 | ExclusionAmt |
| Related Or Exempt Function Incm | $218,031 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$765,208 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $39,083 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,219,579 | ExclusionAmt |
| Related Or Exempt Function Incm | $218,031 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,476,693 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | Income reported in column (e) is tax exempt interest income and excluded from gross income by Code Section 103. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| H Ross Margot Perot | ||||||
| 1 | 3000 Turtle Creek Blvd | Dallas | TX | 75219 | $85,186 | Yes (X) |
| Perot Management Trust | ||||||
| 2 | 3000 Turtle Creek Blvd | Dallas | TX | 75219 | $60,754 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in Petrus Short Term Fund | AT COST | $20,830,793 | $20,974,110 |
| Investment in Petrus Securities | AT COST | $3,999,927 | $5,254,700 |
| Investment in Petrus Quantitative Strategies Fund | AT COST | $3,989,605 | $3,768,049 |
| Investment in Petrus Special Situations Fund | AT COST | $668,990 | $648,214 |
| Investment in Petrus Tactical Fund | AT COST | $505,652 | $394,157 |
| Investment in Petrus Dividend Basket | AT COST | $2,302,648 | $3,208,042 |
| Investment in Petrus Fund | AT COST | $6,417,961 | $7,243,921 |
| Investment in Petrus Yield Opportunity Fund | AT COST | $3,455,664 | $2,931,633 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Expenses | CategoryTxt |
| Legal Fees | $270 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $270 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Russian Space Artifacts at Cost | Desc |
| BOY Book Value | $4,190,768 | BOYBookValueAmt |
| EOY Book Value | $4,190,768 | EOYBookValueAmt |
| EOYFMV | $4,190,768 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax difference | Desc |
| Amt | $816 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance Expense | $2,401 | $0 | $2,401 |
| Bank Charges | -$260 | -$260 | $0 |
| Other Expenses | $315 | $0 | $315 |
| From K-1 - Petrus Short Term Fund LP | $4 | $4 | $0 |
| Business Meals | $38 | $0 | $38 |
| From K-1 - Petrus Quantitative Strategies Fund | $82,374 | $82,374 | $0 |
| From K-1 - Petrus Securities LP | $2,533 | $2,533 | $0 |
| Maintenance | $1,039 | $0 | $1,039 |
| From K-1 - Petrus Special Situations Fund | $4,164 | $4,164 | $0 |
| From K-1 - Petrus Fund | $83,594 | $83,594 | $0 |
| From K-1 - Petrus Tactical Fund | $6,911 | $6,911 | $0 |
| From K-1 - Petrus Yield Opportunity Fund | $662 | $662 | $0 |
| Nondeductible expenses | $153,621 | $0 | $0 |
| Freight & Delivery | $215 | $0 | $215 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| From K-1 - Petrus Fund LP Tax exempt interest | $1,077 | $0 | $1,077 |
| From K-1 - Petrus Tactical Fund Other Portfolio Income | $519,994 | $519,994 | $519,994 |
| From K-1 - Petrus Quantitative Strategies Fund Tax Exempt Interest | $3,603 | $0 | $3,603 |
| From K-1 - Petrus Quantitative Strategies Fund Other Income | $20,598 | $20,598 | $20,598 |
| From K-1 - Petrus Special Situations Fund Other Portfolio Income | $290 | $290 | $290 |
| From K-1 - Petrus Yield Opportunity Fund Other Portfolio Income | $972 | $972 | $972 |
| From K-1 - Petrus Dividend Basket Tax Exempt Interest Income | $391 | $0 | $391 |
| From K-1 - Petrus Short Term Fund Tax Exempt Interest Income | $191,271 | $0 | $191,271 |
| From K-1 - Petrus Yield Opportunity Fund Tax Exempt Interst Income | $16,721 | $0 | $16,721 |
| From K-1 - Petrus Special Situations Fund Tax Exempt Interest Income | $803 | $0 | $803 |
| From K-1 - Petrus Tactical Fund Tax Exempt Interest | $2,726 | $0 | $2,726 |
| From K-1 - Petrus Securities Tax Exempt Interest | $1,439 | $0 | $1,439 |
| From K-1 - Petrus Securities Other Income | -$3,393 | -$3,393 | -$3,393 |
| From K-1 - Petrus Fund LP | $54,543 | $54,543 | $54,543 |
| UBTI reported on Form 990-T | $39,083 | $0 | $39,083 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Perot Management Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Property Taxes | $2,245 | $0 | $2,245 |
| Payroll Taxes | $3,493 | $0 | $3,493 |
| Foreign Taxes - PSSF | $536 | $536 | $0 |
| Foreign Taxes - PETS | $264 | $264 | $0 |
| Foreign Taxes - Petrus Dividend Basket | $1,063 | $1,063 | $0 |
| State taxes | $1,909 | $1,909 | $0 |
| Foreign Taxes - PQSF | $445 | $445 | $0 |
| Foreign Taxes - PFND | $3,434 | $3,434 | $0 |
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