ANTHONY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY FAMILY FOUNDATION (EIN 75-2681504)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349104669
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:25:42-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202257536 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7557 RAMBLER ROAD SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | 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 | 752681504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 9729914484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 COIT ROAD NO 970 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA S ANTHONY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9729914484 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES N HOWARD | PreparerPersonNm |
| PTIN | P00179840 | PTIN |
| Phone | 2143460750 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.74.234.150 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 08:36:13 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7910057AE696E04B3982FFAC13EAE300707A6FAE | 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 | $5,811,689 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,479 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,479 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $153,183 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,183 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,820 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $834,578 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,820 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $304,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $304,482 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,005 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,005 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,995 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,995 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,173 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,686 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,324 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,324 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,010 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,010 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,885 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $268,472 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,758 | CashBOYAmt |
| Cash EOY | $68,524 | CashEOYAmt |
| Cash EOYFMV | $68,524 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $71,877 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,164 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,644,352 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,722,184 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,735,001 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,773,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,798,872 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,811,689 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,444,430 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,444,430 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $329,557 | RetainedEarningBOYAmt |
| Retained Earning EOY | $354,442 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,773,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,798,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,773,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,798,872 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,773,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,885 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,798,872 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,798,872 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GOLDMAN SACHS #5596 | $2,751 | $2,777 | -$26 | -$26 | |
| GOLDMAN SACHS #5596 | $67,249 | $71,702 | -$4,453 | -$4,453 | |
| GOLDMAN SACHS #6727 | $22,195 | $20,629 | $1,566 | $1,566 | |
| GOLDMAN SACHS #6727 | $88,946 | $89,898 | -$952 | -$952 | |
| GOLDMAN SACHS #6735 | $3,619 | $3,649 | -$30 | -$30 | |
| GOLDMAN SACHS #6735 | $54,359 | $47,053 | $7,306 | $7,306 | |
| GOLDMAN SACHS #6750 | $94,699 | $98,916 | -$4,217 | -$4,217 | |
| GOLDMAN SACHS #6750 | $187,432 | $160,120 | $27,312 | $27,312 | |
| GOLDMAN SACHS #6768 | $37,153 | $34,403 | $2,750 | $2,750 | |
| GOLDMAN SACHS #6768 | $118,722 | $81,880 | $36,842 | $36,842 | |
| VANGUARD #1480 | $125,000 | $73,731 | $51,269 | $51,269 | |
| CAPITAL GAINS DIVIDENDS | $32,453 | $32,453 | $32,453 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,820 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,871,730 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.019808 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,648,116 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.017416 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $306,170 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,346,599 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070439 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,696,413 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018358 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,728 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,097,872 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064423 | DistributionYr5Rt |
| Total Distribution | 0.190444 | TotalDistributionRt |
| Average Distribution | 0.038089 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,552,537 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $211,491 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,685 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $214,176 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $239,100 | 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 | $2,685 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,685 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $30 | EsPenaltyAmt |
| Overpayment | $2,085 | OverpaymentAmt |
| Applied To ES Tax | $2,085 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | CINDI S ANTHONY | IndividualWithBooksNm |
| Phone | 9729914484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 COIT ROAD SUITE 970 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| R JAY ANTHONY | ||||||||
| 12770 COIT ROAD STE 970 | DALLAS | TX | 75251 | PRES/DIR | 1.00 | $0 | $0 | $0 |
| CYNTHIA S ANTHONY | ||||||||
| 12770 COIT ROAD STE 970 | DALLAS | TX | 75251 | VP/S/TR/DIR | 1.00 | $0 | $0 | $0 |
| JAMES KEVIN FLYNN | ||||||||
| 12770 COIT ROAD STE 970 | DALLAS | TX | 75251 | DIRECTOR | 1.00 | $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 |
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 | $5,525,543 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,637,093 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,637,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,552,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $277,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $277,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,685 | TotalTaxAmt |
| Distributable Before Adj | $274,942 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $274,942 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $274,942 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $239,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,685 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $236,415 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $274,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $237,197 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $239,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $237,197 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $273,039 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANTHONY FAMILY FOUNDATION CINDI S A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 COIT ROAD SUITE 970 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9729914484 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST STATING INTENDED USE OF FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALARM | |||||||
| 14140 MIDWAY ROAD STE 208 | DALLAS | TX | 75244 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| BAJA CHRISTIAN MINISTRIES | |||||||
| 4195 CHINO HILLS PKWY 390 | CHINO HILLS | CA | 91709 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| BOSTON COLLEGE CAMPUS MINISTRY | |||||||
| 140 COMMONWEALTH AVENUE | CHESNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| BROOKWOOD COMMUNITY | |||||||
| 1752 FARM TO MARKET 1489 | BROOKSHIRE | TX | 77423 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| BRYANS HOUSE | |||||||
| 3610 PIPESTONE RD | DALLAS | TX | 75212 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| CHILDREN OF UGANDA | |||||||
| PO BOX 659 | CHARLES TOWN | WV | 25414 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| CHRISTIANWORKS FOR CHILDREN | |||||||
| 5440 HARVEST HILL RD 140 | DALLAS | TX | 75230 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH HAVEN LN | DALLAS | TX | 75225 | NONE | PUBLIC CHARITY | UNRESTRICTED | $117,000 |
| CRISTO REY DALLAS COLLEGE PREP | |||||||
| 1064 N ST AUGUSTINE DRIVE | DALLAS | TX | 75217 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| CRYSTAL CHARITY BALL | |||||||
| 3838 OAK LAWN AVENUE | DALLAS | TX | 75219 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,600 |
| DAVIS PHINNEY FOUNDATION | |||||||
| 357 S MCCASLIN BLVD STE 105 | LOUISVILLE | CO | 80027 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| GRACE POINT FAMILY CHURCH | |||||||
| 2412 LEONARD AVE | ANNA | TX | 75409 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| HOPE SUPPLY COMPANY | |||||||
| 10480 SHADY TRAIL 104 | DALLAS | TX | 75220 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| HORTONS KIDS | |||||||
| 400 VIRGINIA AVENUE SW SUITE C-130 | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| INCARNATION HOUSE | |||||||
| 4061 N CENTRAL EXPRESSWAY | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| JOHN AUSTIN CHELEY FOUNDATION | |||||||
| 1420 N OGDEN ST 102 | DENVER | CO | 80218 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| KERA | |||||||
| 3000 HARRY HINES BOULEVARD | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| LA POSADA PROVIDENCIA | |||||||
| 30094 MARYDALE RD | SAN BENITO | TX | 78586 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| LEAP GLOBAL MISSIONS | |||||||
| 7777 FOREST LN | DALLAS | TX | 75230 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| LITERACY ACHIEVES | |||||||
| 1018 GALLAGHER STREET | DALLAS | TX | 75212 | NONE | PUBLIC CHARITY | UNRESTRICTED | $26,000 |
| LUMIN EDUCATION | |||||||
| 924 WAYNE ST | DALLAS | TX | 75223 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| OPERATION UNDERGROUND RAILROAD | |||||||
| 1950 W CORPORATE WAY | ANAHEIM | CA | 92801 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| PRESTON HOLLOW ELEMENTARY SCHOOL FUND | |||||||
| 6423 WALNUT HILL LN | DALLAS | TX | 75230 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| PRESTON HOLLOW PRESBYTERIAN CHURCH | |||||||
| 9800 PRESTON ROAD | DALLAS | TX | 75230 | NONE | PUBLIC CHARITY | UNRESTRICTED | $47,000 |
| TERRELL ISD EXCELLENCE FOUNDATION | |||||||
| 700 N CATHERINE STREET | TERRELL | TX | 75160 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| TEX PROTECTS | |||||||
| 2904 FLOYD ST | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| UC RIVERSIDE FOUNDATION | |||||||
| PO BOX 112 | RIVERSIDE | CA | 92502 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| UNDERMAIN THEATER | |||||||
| 3200 MAIN ST | DALLAS | TX | 75226 | NONE | PUBLIC CHARITY | UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,100 | 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 | $1,479 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,183 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $149,820 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $304,482 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $304,482 | 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 | CategoryTxt |
| Amt | $1,005 | Amt |
| Net Investment Income | $1,005 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS PORTFOLIO ACCT #559-6 | FMV | $1,280,118 | $1,487,120 |
| GOLDMAN SACHS PORTFOLIO ACCT #672-7 | FMV | $349,629 | $436,560 |
| GOLDMAN SACHS PORTFOLIO ACCT #673-5 | FMV | $444,018 | $480,200 |
| GOLDMAN SACHS PORTFOLIO ACCT #675-0 | FMV | $761,813 | $987,013 |
| GOLDMAN SACHS PORTFOLIO ACCT #676-8 | FMV | $550,208 | $786,275 |
| GOLDMAN SACHS PORTFOLIO ACCT #687-5 | FMV | $1,074,233 | $1,104,039 |
| VANGUARD PORTFOLIO ACCT #1480 | FMV | $262,165 | $453,794 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $1,368 | $1,368 | $0 |
| DIVIDENDS CHARGE | $10 | $10 | $0 |
| TIMING DIFFERENCES | $946 | $946 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $28,995 | Amt |
| Net Investment Income | $28,995 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,686 | $3,686 | $0 |
| FEDERAL INCOME TAX | $4,487 | $0 | $0 |
Comments