THE STALLINGS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE STALLINGS FOUNDATION (EIN 75-2887491)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-24
- IRS object ID
- 202041769349100319
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-24T13:08:30-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 N PEARL STREET SUITE 2000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 | 752887491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STALLINGS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAL | BusinessNameControlTxt |
| Phone | 9726245553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 HIGHLAND PARK VILLAGE 100-762 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT STALLINGS | PersonNm |
| Person Title | CHAIRMAN/PRESIDENT | PersonTitleTxt |
| Phone | 9726245553 | PhoneNum |
| Signature | 2020-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN COLLINS III | PreparerPersonNm |
| PTIN | P00855492 | PTIN |
| Phone | 2149991400 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.173.198.38 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-10 | IPDt |
| IP Tm | 10:45:28 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A67F34EDC3D5E8711AB962F43F29CD3B25944BE7 | 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 | $742,144 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,836 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,836 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $768 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,967 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,967 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,616 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,616 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $786 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $786 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,786 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,370 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,830 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $762,899 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $711,080 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $711,080 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $378 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,827 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,064 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $763,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $736,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $742,144 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,177,916 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,177,916 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,414,639 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,441,009 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $763,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $736,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $763,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $736,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $763,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,370 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $736,907 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $736,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SCH K-1 CAPITAL GAIN - FORTRESS TRANSPORTATION AND INFRASTRUCTURE INVESTORS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-12-31 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $768 | GrossSalesPriceAmt |
| Gain Or Loss | $768 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $768 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $768 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $715,861 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054061 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $719,965 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052364 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,890 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $779,639 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084513 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,407 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $862,899 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.102453 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,269 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $990,547 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.135550 | DistributionYr5Rt |
| Total Distribution | 0.428941 | TotalDistributionRt |
| Average Distribution | 0.085788 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $741,761 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,634 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,672 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $77 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $77 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,228 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,228 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,151 | OverpaymentAmt |
| Applied To ES Tax | $1,151 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA STALLINGS | IndividualWithBooksNm |
| Phone | 9726245553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 HIGHLAND PARK VILLAGE 100-762 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT W STALLINGS | ||||||||
| 25 HIGHLAND PARK VILLAGE 100-762 | DALLAS | TX | 75205 | CHAIRMAN/PRESIDENT | 3.00 | $0 | $0 | $0 |
| LINDA E STALLINGS | ||||||||
| 25 HIGHLAND PARK VILLAGE 100-762 | DALLAS | TX | 75205 | VICE PRESIDENT/TREASURER | 5.00 | $0 | $0 | $0 |
| KERI NUTTING | ||||||||
| 25 HIGHLAND PARK VILLAGE 100-762 | DALLAS | TX | 75205 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MELISSA STALLINGS | ||||||||
| 25 HIGHLAND PARK VILLAGE 100-762 | DALLAS | TX | 75205 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| LINDSEY STUART | ||||||||
| 25 HIGHLAND PARK VILLAGE 100-762 | DALLAS | TX | 75205 | VICE PRESIDENT | 3.00 | $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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $737,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $753,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $753,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,296 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $741,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $32 | IncomeTaxAmt |
| Total Tax | $109 | TotalTaxAmt |
| Distributable Before Adj | $36,979 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,979 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,979 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $84,744 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,263 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,910 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,709 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,937 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,563 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,779 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,779 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $148,784 | 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 | $71,965 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $76,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,263 | ExcessFromYear4Amt |
| Excess From Year3 | $26,910 | ExcessFromYear3Amt |
| Excess From Year2 | $1,709 | ExcessFromYear2Amt |
| Excess From Year1 | $2,937 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT W STALLINGS | ContributingManagerNm |
| Contributing Manager | LINDA E STALLINGS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SAMARITANS PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | DISASTER RELIEF | $1,000 |
| YMCA OF METROPOLITAN DALLAS | ||||||
| 1621 W WALNUT HILL LN | IRVING | TX | 75038 | PC | GENERAL SUPPORT | $1,000 |
| SAHUARO HIGH COUGAR FOUNDATION | ||||||
| PO BOX 18181 | TUCSON | AZ | 85731 | PC | HAL EUSTICE AWARD SCHOLARSHIP | $1,200 |
| YOUTH WORLD | ||||||
| PO BOX 210858 | DALLAS | TX | 75211 | PC | SUMMER CAMP | $5,000 |
| FRISCO FAMILY SERVICES | ||||||
| PO BOX 1387 | FRISCO | TX | 75034 | PC | 2019 SUMMER LUNCH CAMPAIGN | $2,000 |
| VAUGHN ELEMENTARY PTA | ||||||
| 3535 GUINN GATE DR | FRISCO | TX | 75034 | PC | 2019 SCHOOL CAMPAIGN | $1,000 |
| IMPACT CHURCH DFW | ||||||
| 1130 TRINITY MILLS ROAD | CARROLLTON | TX | 75006 | PC | COATS FOR KIDS | $1,000 |
| CHRISTIAN COMMUNITY ACTION | ||||||
| 200 SOUTH MILL STREET | LEWISVILLE | TX | 75057 | PC | BACK TO SCHOOL | $1,000 |
| SAMARITANS PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | BACK TO SCHOOL | $1,000 |
| SALVATION ARMY | ||||||
| PO BOX 36006 | DALLAS | TX | 75235 | PC | DISASTER RELIEF | $5,000 |
| PRISON FELLOWSHIP | ||||||
| 44180 RIVERSIDE PKWY | LANSDOWNE | VA | 20176 | PC | CHRISTMAS CAMPAIGN | $1,000 |
| FRISCO FAMILY SERVICES | ||||||
| PO BOX 1387 | FRISCO | TX | 75034 | PC | CHRISTMAS CAMPAIGN | $1,000 |
| CHRISTIAN COMMUNITY ACTION | ||||||
| 200 SOUTH MILL STREET | LEWISVILLE | TX | 75057 | PC | CHRISTMAS CAMPAIGN | $1,000 |
| NORTH TEXAS FOOD BANK | ||||||
| 3677 MAPLESHED LANE | PLANO | TX | 75075 | PC | CHRISTMAS CAMPAIGN | $1,000 |
| YOUTH WORLD | ||||||
| PO BOX 210858 | DALLAS | TX | 75211 | PC | CHRISTMAS CAMPAIGN | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,836 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,967 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $768 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,616 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,616 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DELTA AIRLINES, INC. | $378 | $1,754 |
| FORTRESS TRANSPORTATION AND INFRASTRUCTURE INVESTORS LLC | $25,449 | $29,310 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORTESS TRANSPORTATION AND INFRASTRUCTURE INVESTORS LLC | Desc |
| Revenue And Expenses Per Books | $1,967 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,967 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
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