CHARLES S & RUTH C SHARP FOUNDATION INC: Form 990PF, tax year 2018
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- Organization
- CHARLES S & RUTH C SHARP FOUNDATION INC (EIN 75-6045366)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-03
- IRS object ID
- 201901549349100015
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-03T15:43:59-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752009214 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLA MARLOWE COUTANT & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8150 N CENTRAL EXPRESSWAY STE 1620 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752061986 | 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 | 756045366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH C AND CHARLES S SHARP FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 9722216202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 COLE AVE LB 24 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN F SHARP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9722216202 | PhoneNum |
| Signature | 2019-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES P MARLOWE | PreparerPersonNm |
| PTIN | P00542466 | PTIN |
| Phone | 2143738117 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.74.254.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-03 | IPDt |
| IP Tm | 15:41:04 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D11749A89FACF70D72E7137AD42FF591FC67038A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3FCFA40C1E2DDAF3B9A018AB72EC86DE1D254CE9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,943,674 | 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 | $153,256 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $130,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,271 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $200,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,160,219 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $200,623 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,115 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,115 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $508,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $355,057 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $10,764 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,764 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,370 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,790 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,897 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,897 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,441 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,615 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $823 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,047 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $251 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,929 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,628 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $347,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $347,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $451,560 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,929 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $361,628 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $265,128 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $345,184 | CashBOYAmt |
| Cash EOY | $37,127 | CashEOYAmt |
| Cash EOYFMV | $37,127 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $264,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,071,444 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,071,444 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $718 | AcctRcvblAmt |
| Acct Rcvbl BOY | $699 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $718 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $718 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $743,910 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,888,691 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,901,009 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,713,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,013,369 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,197,233 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $134,945 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $134,945 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $134,783 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $91,465 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $589,317 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $595,121 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,789 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,239 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,239 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,305,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,741,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,943,674 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,249 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,249 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,303,872 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,740,850 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,303,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,740,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,305,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,741,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,303,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,753 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,468,313 | OtherIncreasesAmt |
| Subtotal | $6,828,938 | SubtotalAmt |
| Other Decreases | $88,088 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,740,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 272 APPLE INC | P | 2018-01-30 | $45,157 | $17,840 | $27,317 | $27,317 |
| 1853 MONSANTO CO | P | 2018-06-07 | $237,184 | $193,179 | $44,005 | $44,005 |
| 255 MONSANTO CO | P | 2018-06-07 | $32,640 | $30,136 | $2,504 | $2,504 |
| 1454 TWENTY-FIRST CENTURY FOX INC | P | 2018-07-19 | $190,331 | $110,336 | $79,995 | $79,995 |
| 2990 MOSAIC CO | P | 2019-07-24 | $87,417 | $126,205 | -$38,788 | -$38,788 |
| 75000 UNITED STATES TREAS NT DTD 01/03/17 1.250%DUE 12/31/18 | P | 2018-10-02 | $74,815 | $75,000 | -$185 | -$185 |
| 270000 UNITED STATES TREAS NT DTD 01/03/17 1.250%DUE 12/31/18 | P | 2018-10-26 | $269,472 | $270,000 | -$528 | -$528 |
| 2900 DELL TECHNOLOGIES INC | P | 2018-12-18 | $223,203 | $136,900 | $86,303 | $86,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $200,623 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,964,188 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,762,337 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.340867 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,996,131 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,864,605 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.380964 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,966,816 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,093,769 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.357572 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,748,712 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,142,075 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.133062 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,630,373 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,865,457 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.126725 | DistributionYr5Rt |
| Total Distribution | 1.339190 | TotalDistributionRt |
| Average Distribution | 0.267838 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,369,744 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,706,059 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,651 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,708,710 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $361,628 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,303 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,303 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,303 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,239 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,239 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $181 | EsPenaltyAmt |
| Overpayment | $755 | OverpaymentAmt |
| Applied To ES Tax | $755 | 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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENN DAVIS MCFARLAND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2148712772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 COLE AVE STE 504 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SALLY S HARRIS | ||||||||
| LB 24 2626 COLE AVE | DALLAS | TX | 75204 | VICE PRESIDENT & DIRECTOR | 4.00 | $0 | $0 | $0 |
| SUSAN F SHARP | ||||||||
| LB 24 2626 COLE AVE | DALLAS | TX | 75204 | PRESIDENT & DIRECTOR | 4.00 | $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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,631,913 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $834,832 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,466,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,466,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,369,744 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,487 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,487 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,303 | TotalTaxAmt |
| Distributable Before Adj | $313,184 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $313,184 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $313,184 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $361,628 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $361,628 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $361,628 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $313,184 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,019,289 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,118,405 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,445,416 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,614,611 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,688,549 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,886,270 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $361,628 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $313,184 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,444 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,934,714 | 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 | $1,019,289 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,915,425 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,118,405 | ExcessFromYear4Amt |
| Excess From Year3 | $3,445,416 | ExcessFromYear3Amt |
| Excess From Year2 | $2,614,611 | ExcessFromYear2Amt |
| Excess From Year1 | $1,688,549 | ExcessFromYear1Amt |
| Excess From Current Year | $48,444 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLINTON CHURCH RESTORATION INC | |||||||
| 9 ELM CT | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 |
| DALLAS TENNIS ASSOCIATION | |||||||
| 14679 MIDWAY RD 104 | ADDISON | TX | 75001 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 |
| DENISON FORUM | |||||||
| 17304 PRESTON RD STE 1060 | DALLAS | TX | 75252 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 |
| IN-SYNC EXOTICS | |||||||
| PO BOX 968 | WYLIE | TX | 75098 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $80,000 |
| NEW FRIENDS NEW LIFE | |||||||
| PO BOX 192378 | DALLAS | TX | 75209 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $15,000 |
| SERVICE DOGS INC | |||||||
| 4925 BELL SPRINGS RD | DRIPPING SPRINGS | TX | 78620 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 |
| ST JAMES PLACE | |||||||
| 352 MAIN ST | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $197,000 |
| UNIVERSITY OF TEXAS | |||||||
| 110 INNER CAMPUS DR | AUSTIN | TX | 78705 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $347,000 | 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 | $48 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,271 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $21,280 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,835 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $200,623 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21,280 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $333,777 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $355,057 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| SALLY S HARRIS | |||||||
| 1 | 49 LOCUST HILL RD | GREAT BARRINGTON | MA | 01230 | $25,349 | Yes (X) | |
| SALLY S HARRIS | |||||||
| 2 | 49 LOCUST HILL RD | GREAT BARRINGTON | MA | 01230 | $25,967 | Yes (X) | |
| SALLY S HARRIS | |||||||
| 3 | 49 LOCUST HILL RD | GREAT BARRINGTON | MA | 01230 | $25,900 | Yes (X) | |
| SALLY S HARRIS | |||||||
| 4 | 49 LOCUST HILL RD | GREAT BARRINGTON | MA | 01230 | $26,040 | Yes (X) | |
| SALLY S HARRIS | |||||||
| 5 | 49 LOCUST HILL RD | GREAT BARRINGTON | MA | 01230 | $50,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | QUALCOMM COMMON STOCK, 405 SHARES | $25,349 | 2018-03-09 |
| 2 | ALPHABET CLASS A COMMOM STOCK, 25 SHARES | $25,967 | 2018-04-24 |
| 3 | NOBLE ENERGY COMMON STOCK, 140 SHARESQUALCOMM COMMON STOC, 370 SHARES | $25,900 | 2018-06-27 |
| 4 | NOBLE ENERGY COMMON STOCK, 760 SHARESALPHABET CLASS A COMMON STOCK, 5 SHARES | $26,040 | 2018-10-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & LEGAL FEES | CategoryTxt |
| Amt | $11,160 | Amt |
| Net Investment Income | $8,370 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,790 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF, PART I LINE 11 AND PART III LINE 3 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION RECEIVED $2,450,001 FROM PATRONS' LEGACY 2003-II, $750,000 FROM PATRONS' LEGACY 2003-IV AND $250,000 FROM PATRONS'2004-I. THE FUNDS WERE PAID BY THE THREE ENTITIES FROM LIFE INSURANCE PROCEEDS AND ARE NOT INCLUDED IN INCOME PER SECTION 101 OF THE INTERNAL REVENUE CODE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US CORPORATE BONDS | BondNm |
| EOY Book Value | $134,945 | EOYBookValueAmt |
| EOYFMV | $134,783 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US CORPORATE SECURITIES | StockNm |
| EOY Book Value | $2,013,369 | EOYBookValueAmt |
| EOYFMV | $3,197,233 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,888,691 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,901,009 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FOREIGN CORPORATE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $589,317 | BookValueAmt |
| EOYFMV | $595,121 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX DEPOSITS | Desc |
| BOY Book Value | $10,789 | BOYBookValueAmt |
| EOY Book Value | $6,239 | EOYBookValueAmt |
| EOYFMV | $6,239 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT OF CONTRIBUTED SECURITIES TO DONOR'S BASIS | Desc |
| Amt | $88,088 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $1,005 | $754 | $251 |
| INVESTMENT EXPENSES | $7,293 | $7,293 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PASS-THROUGH INVESTMENTS | $21,280 | $21,280 | $21,280 |
| PIONEER NATURAL RESRC USA INC, NET | $2,835 | $2,835 | $2,835 |
| CASH DISTRIBUTIONS RECEIVED FROM CERTAIN PARTNERSHIPS (SEE EXPLAINATION) | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CORRECTION TO BASIS FOR QUALCOMM NONDIVIDEND DISTRIBUTIONS | $18,313 |
| CASH DISTRIBUTIONS RECEIVED FROM CERTAIN PARTNERSHIPS (SEE EXPLAINATION) | $3,450,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANGEMENT FEES | CategoryTxt |
| Amt | $61,897 | Amt |
| Net Investment Income | $61,897 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES PAID ON FOREIGN INVESTMENT INCOME | $415 | $412 | $0 |
| EXCISE TAX | $11,179 | $11,179 | $0 |
| PAYROLL TAXES | $823 | $0 | $823 |
| PROPERTY TAXES | $24 | $24 | $0 |
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