THE HAL AND DIANE BRIERLEY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE HAL AND DIANE BRIERLEY FOUNDATION (EIN 75-6563187)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349104428
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T16:28:10-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 NORTH PEARL ST SUITE 1700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756563187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hal & Diane Brierley Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C CHEATHAM & M HEARON | InCareOfNm |
| Business Name Control | HAL& | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3889 Maple Avenue Suite Ste 510 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES CHEATHAM | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 2143478921 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laurie B Elmore CPA | PreparerPersonNm |
| PTIN | P00228866 | PTIN |
| Phone | 2149697007 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.118.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75236020193195000147 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 13CC02ED4160F0A06E81FCB56A26269A6DC3B923 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D083A23A2504307D96B4C1A17D58F8A6CDB815B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,121,315 | 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 | $201 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $55,479 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55,479 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,875 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$141,793 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,086,031 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$74,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,279 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,279 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,389 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,389 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,668 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,077,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,077,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,109,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,077,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,183,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,686 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,620,338 | CashBOYAmt |
| Cash EOY | $6,636,211 | CashEOYAmt |
| Cash EOYFMV | $6,636,211 | CashEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,079,543 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,485,104 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,620,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,715,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,121,315 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $14,620,338 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,715,754 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,620,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,715,754 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,620,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,715,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,620,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,183,931 | ExcessRevenueOverExpensesAmt |
| Other Increases | $280,773 | OtherIncreasesAmt |
| Subtotal | $11,717,180 | SubtotalAmt |
| Other Decreases | $1,426 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,715,754 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ST - COVERED | P | $92,801 | $97,756 | -$4,825 | -$4,955 |
| ST - UNCOVERED | P | $992,458 | $1,130,399 | -$137,740 | -$137,941 |
| CAPITAL GAIN DIVIDENDS | P | $772 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$141,793 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,922,778 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,071,980 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.127573 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,153,673 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,698,514 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.168659 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,535,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,846,540 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.173514 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $488,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,759,529 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084729 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,458,116 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.018393 | DistributionYr5Rt |
| Total Distribution | 0.572868 | TotalDistributionRt |
| Average Distribution | 0.114574 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,441,008 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,425,416 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $347 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,425,763 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,077,025 | 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 | $347 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $347 | SubtotalAmt |
| Tax Based On Investment Income | $347 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $454 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $454 | TotalPaymentsAndCreditsAmt |
| Overpayment | $107 | OverpaymentAmt |
| Applied To ES Tax | $107 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 | C CHEATHAM & M HEARON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143478921 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3889 MAPLE AVENUE SUITE 510 | AddressLine1Txt |
| City | dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| HAROLD M BRIERLEY | |||||||||
| 3889 Maple Avenue | DALLAS | TX | 75219 | DIRECTOR | 0 | $0 | $0 | $0 | |
| DIANE M WALDEN BRIERLEY | |||||||||
| 3889 Maple Avenue | DALLAS | TX | 75219 | DIRECTOR | 0 | $0 | $0 | $0 | |
| CHARLES CHEATHAM | |||||||||
| 3889 Maple Avenue | DALLAS | TX | 75219 | DIRECTOR | 0 | $0 | $0 | $0 | suite 510 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ONLY CHARITABLE ACTIVITY DURING THE TAX YEAR WAS THE DIRECT CASH CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS. | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,742,552 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,887,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,630,465 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,630,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $189,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,441,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $622,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $622,050 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $347 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $347 | TotalTaxAmt |
| Distributable Before Adj | $621,703 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $621,703 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $621,703 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,077,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,077,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $347 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,076,678 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $621,703 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $200,024 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,197,671 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,219,571 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,169,623 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,786,889 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,077,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $621,703 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,455,322 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,242,211 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,242,211 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $200,024 | ExcessFromYear4Amt |
| Excess From Year3 | $1,197,671 | ExcessFromYear3Amt |
| Excess From Year2 | $2,219,571 | ExcessFromYear2Amt |
| Excess From Year1 | $1,169,623 | ExcessFromYear1Amt |
| Excess From Current Year | $2,455,322 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HAROLD M AND DIANE M BRIERLEY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | harold brierley | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3889 Maple Avenue Suite 510 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143478921 | RecipientPhoneNum |
| Form And Info And Materials | HAROLD BRIERLEY AVAILABLE UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HAROLD BRIERLEY NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | HAROLD BRIERLEY NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Orchestra of New Spain | ||||||||
| 10260 N CENTRAL EXPY 276 | DALLAS | TX | 75231 | None | PC | CHARITABLE | $25,000 | |
| March of Dimes | ||||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | none | PC | CHARITABLE | $5,000 | |
| Shakespeare Dallas | ||||||||
| 1250 MAJESTY DRIVE | DALLAS | TX | 75247 | none | PC | CHARITABLE | $25,025 | |
| Junior Players | ||||||||
| 4054 MCKINNEY AVE 104 | DALLAS | TX | 75204 | none | PC | CHARITABLE | $12,000 | |
| Dallas Theater Center | ||||||||
| 2400 FLORA STREET | DALLAS | TX | 75201 | none | PC | CHARITABLE | $1,040,000 | |
| Southern Methodist University | ||||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | none | PC | CHARITABLE | $1,080,000 | |
| North Texas Food Bank | ||||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | none | PC | CHARITABLE | $30,000 | |
| Second Thought Theater | ||||||||
| 3839 McKinney Ave Ste 155-452 | Dallas | TX | 75204 | None | PC | Charitable | $20,000 | |
| Dian Fossey Gorilla Fund International | ||||||||
| 800 Cherokee Ave SE | Atlanta | GA | 30315 | none | PC | charitable | $250,000 | |
| American Red Cross | ||||||||
| PO Box 37839 | Boone | IA | 50037 | none | PC | charitable | $25,000 | |
| Dallas Holocaust Museum | ||||||||
| 211 N Record St 100 | Dallas | TX | 75202 | none | PC | charitable | $255,000 | |
| YMCA | ||||||||
| 1621 W Walnut Hill Ln | Irving | TX | 75038 | none | PC | charitable | $30,000 | |
| Women that Soar | ||||||||
| 5307 E Mockingbird Lane | Dallas | TX | 75206 | none | PC | charitable | $5,000 | Suite 5 |
| BHCS Foundation | ||||||||
| 3600 Gaston Ave 100 | DALLAS | TX | 75246 | None | PC | CHARITABLE | $250,000 | |
| Artists for Animals | ||||||||
| C/O 3889 Maple Avenue | Dallas | TX | 75219 | None | PC | CHARITABLE | $10,000 | Ste 510 |
| Texas Winds Musical Outreach | ||||||||
| 6211 W Northwest Hwy suite c250-b | Dallas | TX | 75225 | None | PC | CHARITABLE | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,077,025 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,479 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,875 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LOSS | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$141,793 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$74,439 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$74,439 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION SERVICES | CategoryTxt |
| Amt | $3,279 | Amt |
| Net Investment Income | $3,279 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITY INVESTMENTS | CategoryOrItemTxt |
| Book Value | $5,079,543 | BookValueAmt |
| EOYFMV | $4,485,104 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FIT EXPENSE | $500 |
| PRIOR PERIOD ADJUSTMENT | $596 |
| WASH SALE | $330 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTION | $617 |
| UNREALIZED GAIN ON INVESTMENTS | $280,156 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCOUNT SERVICE FEES | $29,364 | $29,364 |
| BANK FEES | $25 | $25 |
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