STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION (EIN 47-0830375)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349102198
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T08:37:41-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751045245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHT & BRIGHT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LN STE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752255918 | 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 | 470830375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN H DURHAM FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 2143630211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN H DURHAM | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | G Todd Bright | PreparerPersonNm |
| PTIN | P01251013 | PTIN |
| Phone | 2143630211 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,301,011 | 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 | $600,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $156,855 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $762,130 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,952 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $61,992 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,049,746 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,047,762 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,942,553 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,340,569 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $61,992 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $216,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $108,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $108,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,202 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,377 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $240,362 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $228,362 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,921 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,535 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,386 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,230 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $16,356 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $16,356 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,764 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,505 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,259 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $557,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $379,779 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $174,826 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $558,855 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $558,855 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,116,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $379,779 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $733,681 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $825,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $960,790 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61,992 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,233,990 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,761,757 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,761,757 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $86,764 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $380,616 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $380,616 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,919,508 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,743,560 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,743,560 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,118,453 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,184,193 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,170,534 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,779 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,051 | LandBOYAmt |
| Land EOY | $2,821 | LandEOYAmt |
| Land EOYFMV | $2,821 | LandEOYFMVAmt |
| Other Assets BOY | $214,908 | OtherAssetsBOYAmt |
| Other Assets EOY | $241,723 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $241,723 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,579,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,314,670 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,301,011 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $233,181 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $238,561 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $233,181 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $238,561 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,346,493 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,346,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,076,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,579,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,314,670 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,346,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $825,863 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,172,356 | SubtotalAmt |
| Other Decreases | $96,247 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,076,109 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30,000 MOBILEIRON INC | P | 2019-12-31 | 2019-09-11 | $224,992 | $163,000 | $61,992 | $61,992 |
| 500 CHENIERE ENERGY INC | P | 2014-04-07 | 2019-07-03 | $34,591 | $26,290 | $8,301 | $8,301 |
| 3,250 ISHARES INC | P | 2015-04-21 | 2019-07-03 | $96,880 | $100,429 | -$3,549 | -$3,549 |
| 325 PHILLIPS 66 PARTNERS LP | P | 2014-02-04 | 2019-07-03 | $16,260 | $13,192 | $3,068 | $3,068 |
| 22,342 SELECT INTERIOR CONCEPTS INC | P | 2018-02-28 | 2019-12-31 | $305,279 | $288,558 | $16,721 | $16,721 |
| 750 VALERO ENERGY PARTNERS LP | P | 2014-02-04 | 2019-01-10 | $31,688 | $25,422 | $6,266 | $6,266 |
| CSMC M/BKD PRINCIPAL PAYMENTS | P | 2015-12-31 | 2019-12-31 | $1,050 | $1,050 | ||
| FED NATIONAL MTS ASSN PRINCIPAL PAYMENTS | P | 2015-12-31 | 2019-12-31 | $8,237 | $8,237 | ||
| CAPITAL GAIN DISTIBUTIONS | P | 2012-12-31 | 2019-12-31 | $36,648 | $36,648 | $36,648 | |
| 325 PHILLIPS 66 PARTNERS LP | P | 2014-02-04 | 2019-07-03 | $6,505 | $6,505 | $6,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,952 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $61,992 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,216 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,216 | SubtotalAmt |
| Tax Based On Investment Income | $19,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,254 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,254 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $205 | EsPenaltyAmt |
| Tax Due | $8,167 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHT AND BRIGHT LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143630211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEPHEN H DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/PRESIDENT | 25.00 | $144,000 |
| BARBARA DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/SECRETARY | 1.00 | $0 |
| CHARLES WILLIAM DURHAM II | ||||||
| 7291 WILLIAMSON ROAD | DALLAS | TX | 75214 | Director | 1.00 | $24,000 |
| JULIE DURHAM RADO | ||||||
| 4616 STANFORD | DALLAS | TX | 75209 | Director | 1.00 | $24,000 |
| PETER HENNINGSON DURHAM | ||||||
| 181 FAIRMONT ST | SAN FRANCISCO | CA | 94131 | Director | 1.00 | $24,000 |
| G TODD BRIGHT | ||||||
| 5944 LUTHER LANE STE 600 | DALLAS | TX | 75225 | Treasurer | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,959,362 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,153,146 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $625,160 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,737,668 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $23,737,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $356,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,381,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,169,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,169,080 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,216 | TotalTaxAmt |
| Distributable Before Adj | $1,149,864 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,149,864 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,149,864 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $733,681 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $733,681 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $733,681 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,149,864 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,099,088 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $836,792 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $1,935,880 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $733,681 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $733,681 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $416,183 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $416,183 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,519,697 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,519,697 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $682,905 | ExcessFromYear4Amt |
| Excess From Year3 | $836,792 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WWWDURHAMFAMILYFOUNDATIONORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143630211 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE ONLINE @ (SEE ABOVE WEBSITE) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 15, MAY 15, AUGUST 15, AND NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIORITY IS GIVEN TO AGENCIES IN DALLAS-FORT WORTH,TX, NORTHERN CALIFORNA, AND OMAHA, NEBRASKA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SCHEDULE OF DONEERECIP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL ENDOWMENT | GrantOrContributionPurposeTxt |
| Amt | $558,855 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $558,855 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,855 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,049,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $135,952 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,206,601 | ExclusionAmt |
| Related Or Exempt Function Incm | $135,952 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,342,553 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHARLES W DURHAM CHARITABLE LEAD TR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8805 INDIAN HILLS DRIVE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BRIGHT & BRIGHT LLP | $4,650 | $4,650 | $0 | $0 |
| OTHER | $11,727 | $11,727 | $0 | $0 |
| PREPARATION OF FORM 990-PF | $7,825 | $0 | $0 | $7,825 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WEB SITE COST | PropertyDesc |
| Acquired | 2013-12-15 | AcquiredDt |
| Cost Or Other Basis | $22,600 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $16,549 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.1429 | Rt |
| Current Year Expense | $3,230 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $22,600 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $19,779 | AccumulatedDepreciationAmt |
| Book Value | $2,821 | BookValueAmt |
| EOYFMV | $2,821 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITHDRAWALS RECEIVABLE | Desc |
| BOY Book Value | $204,908 | BOYBookValueAmt |
| EOY Book Value | $241,723 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR ADJUSTMENT | Desc |
| Amt | $96,247 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMPUTER/SOFTWARE EXPENSES | $2,667 | $2,667 | |
| DUES AND SUBSCRIPTIONS | $3,750 | $3,750 | |
| MISCELLANEOUS | $249 | $249 | |
| TRAVEL | $14,593 | $14,593 | |
| WRITE OFF BAD INVESTMENTS | $17,505 | $17,505 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,049,746 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,047,762 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE ASSISTANCE | $29,000 | $29,000 | $0 | $0 |
| MANAGEMENT FEES | $195,125 | $195,125 | $0 | $0 |
| THE DALLAS FOUNDATION | $12,000 | $0 | $0 | $12,000 |
| THE PETTIT LAW FIRM | $4,237 | $4,237 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING | $150 | $150 | |
| PAYROLL TAXES AND EXPENSES | $18,771 | $9,385 | $9,386 |