HOBLITZELLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOBLITZELLE FOUNDATION (EIN 75-6003984)
- Tax period
- 2018-05-01 to 2019-04-30
- Filed
- 2019-09-09
- IRS object ID
- 201902529349100205
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-09T08:25:37-05:00 | ReturnTs |
| Tax Period End | 2019-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756003984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOBLITZELLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOBL | BusinessNameControlTxt |
| Phone | 2143730462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE NO 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN H ROBBINS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2143730462 | PhoneNum |
| Signature | 2019-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKECPA | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.202.44.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-04 | IPDt |
| IP Tm | 13:07:28 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C6F229320B7DA29A57CD0AF8C78D5BEE5D71D6D5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C6F229320B7DA29A57CD0AF8C78D5BEE5D71D6D5 | 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 | $148,320,749 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,714,953 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,714,953 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,270,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,546,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,270,136 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $100,000 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $178,885 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,163,974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,985,089 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $100,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $305,650 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,848 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $259,803 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $185,635 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,008 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $168,627 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $798 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $798 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,415 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,415 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $706,329 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $684,472 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,857 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $147,991 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,690 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,245 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $535 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $78,286 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,743 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $66,543 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,125 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,125 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,794 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,794 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,515 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,515 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,515,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $761,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $622,722 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,041,798 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,161,789 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,556,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $761,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,784,511 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,607,103 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,223,328 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $639 | CashBOYAmt |
| Cash EOY | $3,672 | CashEOYAmt |
| Cash EOYFMV | $3,672 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,525,848 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,421,583 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,421,583 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $423,606 | AcctRcvblAmt |
| Acct Rcvbl BOY | $791,141 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $423,606 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $423,606 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $11,182,576 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,304,396 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,921,988 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $87,241,789 | CorporateStockBOYAmt |
| Corporate Stock EOY | $94,740,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $113,724,470 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,585,722 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $28,646,748 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,781,261 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,159,263 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,689 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $44,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,754 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $18,480 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,480 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,480 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $133,346,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $141,717,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $148,320,749 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $8,030,741 | GrantsPayableBOYAmt |
| Grants Payable EOY | $8,010,741 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,915,345 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,806,006 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,946,086 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,816,747 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $123,400,109 | UnrestrictedBOYAmt |
| Unrestricted EOY | $131,901,197 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,400,109 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $131,901,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $133,346,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $141,717,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,400,109 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,607,103 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,982,868 | OtherIncreasesAmt |
| Subtotal | $131,990,080 | SubtotalAmt |
| Other Decreases | $88,883 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $131,901,197 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $143,546,173 | GrossSalesPriceAmt |
| Cost Or Other Basis | $134,276,037 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,270,136 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,270,136 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,270,136 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,844,006 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $141,753,386 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055336 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,062,821 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $131,357,253 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053768 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,472,649 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $124,562,883 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051963 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,970,818 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $131,256,976 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053108 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,522,062 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $122,823,848 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053101 | DistributionYr5Rt |
| Total Distribution | 0.267276 | TotalDistributionRt |
| Average Distribution | 0.053455 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $141,738,553 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,576,634 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $112,233 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,688,867 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,784,511 | 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 | $112,233 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $112,233 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $112,233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $226,648 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $226,648 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $114,415 | OverpaymentAmt |
| Applied To ES Tax | $114,415 | 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 | WWW.HOBLITZELLE.ORG | WebsiteAddressTxt |
| Individual With Books | BANK OF AMERICA NA | IndividualWithBooksNm |
| Phone | 2142091965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MAIN ST 19TH FL | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752023714 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN W DAYTON | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| KAREN L SHUFORD | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| KATHRYN H ROBBINS | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PRESIDENT AND CEO | 40.00 | $225,000 | $33,750 | $0 |
| JERE W THOMPSON JR | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | TREASURER | 1.00 | $0 | $0 | $0 |
| KATHLEEN S STONE | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | SECRETARY/ MANAGER | 40.00 | $11,900 | $6,785 | $0 |
| LISA HALL | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | EXECUTIVE ASSISTANT | 40.00 | $68,750 | $10,313 | $0 |
| CATHERINE ROSE | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL PODOLSKY MD | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HOLLAND P GARY | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYDIA NOVAKOV | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RAFAEL M ANCHIA | ||||||||
| 5556 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830241 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752830241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AGENT-ADVISORY | ServiceTypeTxt |
| Compensation | $680,222 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $137,926,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,970,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $143,897,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $143,897,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,158,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $141,738,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,086,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,086,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $112,233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $112,233 | TotalTaxAmt |
| Distributable Before Adj | $6,974,695 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $100,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,074,695 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,074,695 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,784,511 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,784,511 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $112,233 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,672,278 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,074,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $715,316 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $834,520 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $313,216 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $597,073 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $970,455 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,430,580 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,784,511 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,074,695 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $709,816 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,140,396 | 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 | $715,316 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,425,080 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $834,520 | ExcessFromYear4Amt |
| Excess From Year3 | $313,216 | ExcessFromYear3Amt |
| Excess From Year2 | $597,073 | ExcessFromYear2Amt |
| Excess From Year1 | $970,455 | ExcessFromYear1Amt |
| Excess From Current Year | $709,816 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN H ROBBINS PRESIDENT CEO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE SUITE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143730462 | RecipientPhoneNum |
| Form And Info And Materials | IT IS PREFERRED THAT THE INITIAL APPROACH BE THROUGH A BRIEF NARRATIVE LETTER DESCRIBING THE PROJECT FOR WHICH FUNDS ARE ASKED, ITS JUSTIFICATION, THE COST BASED UPON RELIABLE ESTIMATES, THE AMOUNT ALREADY REALIZED OR ANTICIPATED, OTHER EXPECTED SOURCES OF FUNDING, AND THE AMOUNT TO BE REQUESTED (UNBOUND WITHOUT FOLDERS OR BINDERS). IF THE PROJECT FALLS WITHIN THE AREAS OF THE FOUNDATION'S INTERESTS, PURPOSES AND CURRENT FUNDING POLICIES, MORE DETAILED INFORMATION MAY BE REQUESTED. PLEASE INCLUDE A MAILING ADDRESS AND PHONE NUMBER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 15TH, APRIL 15TH, AND AUGUST 15TH; THE NEXT BUSINESS DAY IF THESE DATES FALL ON A WEEKEND. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKES GRANTS TO EDUCATIONAL, SCIENTIFIC, CULTURAL, AND OTHER CHARITABLE ORGANIZATIONS. NO GRANTS ARE MADE FOR RELIGIOUS PURPOSES OR TO INDIVIDUALS. NO GRANTS ARE MADE OUTSIDE THE STATE OF TEXAS. THE FOUNDATION'S MAIN GEOGRAPHICAL FOCUS IS THE DALLAS METROPLEX. UNDER THE PRESENT DAY POLICY OF THE DIRECTORS, CONTRIBUTIONS ARE NOT MADE TOWARD OPERATING BUDGETS, DEBT RETIREMENT, RESEARCH, MEDIA PRODUCTIONS OR PUBLICATIONS, SCHOLARSHIPS OR ENDOWMENTS. THE FOUNDATION MAKES NO LOANS. A FEW GRANTS IN THESE CATEGORIES HAVE BEEN MADE, BUT ARE INFREQUENT AND ARE INITIATED BY THE BOARD. BEFORE AN APPLICATION CAN BE CONSIDERED, PROOF IS REQUIRED THAT THE APPLICANT HAS AN EXEMPT CLASSIFICATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THAT THE APPLICANT IS CONSIDERED NOT A PRIVATE FOUNDATION" WITHIN THE MEANING OF CODE SECTION 509(A). AN APPLICANT MAY QUALIFY UNDER SECTION 170(C)(1) IF ITS REQUESTED GRANT IS SHOWN TO BE "FOR PUBLIC PURPOSES ONLY." | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR COMMUNITY TRANSFORMATION | |||||||
| 1335 INWOOD RD | DALLAS | TX | 75247 | PC | TO SUPPORT CAPITAL ASPECTS OF A HEADQUARTERS RELOCATION | $100,000 | |
| AFTER8TOEDUCATE | |||||||
| 12900 PRESTON RD STE 1220 | DALLAS | TX | 75230 | PC | CAPITAL CAMPAIGN TO REPURPOSE FANNIE C. HARRIS ELEMENTARY SCHOOL | $100,000 | |
| ALCUIN SCHOOL | |||||||
| 6144 CHURCHILL WAY | DALLAS | TX | 75230 | PC | FOR CAMPUS SECURITY ENHANCEMENTS. | $50,000 | |
| AMERICAN RED CROSS | |||||||
| 4800 HARRY HINES BLVD | DALLAS | TX | 75235 | PC | TOWARD PURCHASE OF A BLOOD IRRADIATION MACHINE | $60,000 | |
| ARLINGTON LIFE SHELTER | |||||||
| 325 W DIVISION ST | ARLINGTON | TX | 76011 | PC | TOWARD A CAPITAL CAMPAIGN TO SIGNIFICANTLY EXPAND THIS SHELTER FACILITY. | $50,000 | |
| AT&T PERFORMING ARTS CENTER | |||||||
| 2403 FLORA ST | DALLAS | TX | 75201 | PC | TOWARD RETIRING ORIGINAL CONSTRUCTION DEBT | $500,000 | |
| ATLAST (CHALLENGE) | |||||||
| 405 E OVERTON ROAD | DALLAS | TX | 75216 | PC | CONSTRUCTION | $150,000 | |
| BACHMAN LAKE TOGETHER | |||||||
| 3963 MAPLE AVE SUITE 390 | DALLAS | TX | 75219 | PC | TO SUPPORT CAPITAL IMPROVEMENTS AT THE FAMILY CENTER | $25,000 | |
| BCWORKSHOP | |||||||
| 1414 BELLEVIEW ST STE 150 | DALLAS | TX | 75215 | PC | FOR TECHNOLOGICAL INFRASTRUCTURE IMPROVEMENTS. | $25,000 | |
| BETTER TOGETHER FUND | |||||||
| 3963 MAPLE AVENUE SUITE 390 | DALLAS | TX | 75219 | PC | TO BECOME A FUNDING PARTNER OF THE BETTER TOGETHER FUND | $90,000 | |
| BONTON FARMS | |||||||
| 6907 BEXAR STREET | DALLAS | TX | 75215 | PC | TO PURCHASE A VAN FOR THIS FARM AND MARKET IN SOUTH DALLAS. | $30,000 | |
| BOOKER T WASHINGTON HIGH SCHOOL | |||||||
| 2501 FLORA ST | DALLAS | TX | 75201 | PC | TO SUPPORT CONSTRUCTION OF A NEW PRODUCTION STUDIO. | $30,000 | |
| BUCKNER CHILDREN AND FAMILY SERVICES | |||||||
| 700 N PEARL ST 1200 | DALLAS | TX | 75201 | PC | TOWARD A CAPITAL CAMPAIGN FOR A FAMILY HOPE CENTER IN THE BACHMAN LAKE AREA. | $30,000 | |
| CAF MOMENTUM | |||||||
| 1510 PACIFIC AVE | DALLAS | TX | 75201 | PC | TOWARD A NEW COMMUNITY SERVICES CENTER FOR YOUTH CURRENTLY IN THE RESTAURANTS INTERNSHIP PROGRAM | $50,000 | |
| CHILDREN'S ADVOCACY CENTER OF DENTON COUNTY | |||||||
| 1854 CAIN DRIVE | LEWISVILLE | TX | 75077 | PC | TOWARD A CAPITAL CAMPAIGN TO CREATE A PRESENCE IN LEWISVILLE, TX. | $50,000 | |
| CISTERCIAN | |||||||
| 3660 CISTERCIAN RD | IRVING | TX | 75039 | PC | TOWARD NEW SCIENCE BUILDING | $125,000 | |
| COMMEMORATIVE AIR FORCE | |||||||
| 5661 MARINER DR | DALLAS | TX | 75237 | PC | TOWARD A CAPITAL CAMPAIGN FOR A NAT'L AVIATION ED. CTR. AT THE CAF HQ AT DALLAS EXECUTIVE AIRPORT. | $100,000 | |
| COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75235 | PC | FOR A NEW TECHNOLOGY PLATFORM TO SUPPORT NORTH TEXAS GIVING DAY | $50,000 | |
| COMMUNITIES IN SCHOOLS | |||||||
| 1341 W MOCKINGBIRD LANE SUITE 1000E | DALLAS | TX | 75247 | PC | TOWARD UPDATED CONFERENCE ROOM TECHNOLOGY AND FURNISHINGS. | $50,000 | |
| COMMUNITY PARTNERS OF DALLAS | |||||||
| 7950 ELMBROOK DRIVE | DALLAS | TX | 75247 | PC | TOWARD A CAPITAL CAMPAIGN FOR A PERMANENT HOME FOR THIS ORGANIZATION THAT SERVES CHILDREN IN THE CPS SYSTEM AND THEIR CASEWORKERS. | $85,000 | |
| CROSSROADS COMMUNITY SERVICES | |||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75236 | PC | FOR BUILDING RENOVATION AS THIS AGENCY RELOCATES TO THE NORTH TEXAS FOOD BANK'S FORMER CAMPUS IN SOUTH DALLAS. | $50,000 | |
| DALLAS ARBORETUM AND BOTANICAL SOCIETY | |||||||
| 8625 GARLAND ROAD | DALLAS | TX | 75218 | PC | TOWARD A CAPITAL CAMPAIGN FOR A NEW HORTICULTURAL CENTER | $150,000 | |
| DALLAS BLACK DANCE THEATRE | |||||||
| 2700 ANN WILLIAMS WAY | DALLAS | TX | 75201 | PC | TOWARD A VARIETY OF CAPITAL NEEDS, INCLUDING THE COST OF REPLACING PARKING LOT EQUIPMENT AND THE PHONE SYSTEM. | $42,000 | |
| DALLAS CHILDREN'S THEATER | |||||||
| 5938 SKILLMAN | DALLAS | TX | 75231 | PC | FOR NEW SENSORY-FRIENDLY LIGHTING, UPDATED BACKSTAGE EQUIPMENT, AND PARKING LOT REPAIRS. | $45,000 | |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 211 N RECORD STREET | DALLAS | TX | 75202 | PC | FOR AN INCREASED COMMITMENT TO THE NEW MUSEUM IN SUPPORT THE DIMENSIONS IN TESTIMONY THEATER. | $325,000 | |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 211 N RECORD STREET | DALLAS | TX | 75202 | PC | FOR AN INCREASED COMMITMENT TO THE NEW MUSEUM IN SUPPORT THE DIMENSIONS IN TESTIMONY THEATER. | $250,000 | |
| DALLAS LIFE | |||||||
| 1100 CADIZ ST | DALLAS | TX | 75215 | PC | CAPITAL CAMPAIGN | $125,000 | |
| DALLAS SCI RECOVERY INC DBA REACT | |||||||
| 15046 BELTWAY DRIVE | ADDISON | TX | 75001 | PC | TOWARD FACILITY EXPANSION AT THIS ORGANIZATION THAT SERVES AS A COMMUNITY-BASED PARALYSIS RECOVERY AND FITNESS CENTER. | $24,520 | |
| DALLAS SYMPHONY ORCHESTRA | |||||||
| 2301 FLORA ST | DALLAS | TX | 75201 | PC | TOWARD UPDATES TO THE LAY FAMILY ORGAN AND A NEW CONCERT GRAND HARP | $160,000 | |
| DALLAS WOMEN'S FOUNDATION | |||||||
| 8150 N CENTRAL EXPY 110 | DALLAS | TX | 75206 | PC | TOWARD UPDATED TECHNOLOGY INCLUDING WEBSITE ENHANCEMENTS, PROJECTION EQUIPMENT, AND HARDWARE. | $55,750 | |
| EPISCOPAL SCHOOL OF DALLAS | |||||||
| 4100 MERRELL RD | DALLAS | TX | 75229 | PC | TOWARD A CAPITAL CAMPAIGN TO BRING THE LOWER SCHOOL TO THE MAIN CAMPUS | $100,000 | |
| FAMILY COMPASS | |||||||
| 4210 JUNIUS STREET | DALLAS | TX | 75246 | PC | TOWARD NEW TECHNOLOGY FOR CASE MANAGEMENT AT THIS AGENCY THAT WORKS TO PREVENT CHILD ABUSE. | $25,000 | |
| FRIENDS OF THE TEXAS STATE HISTORICAL COMMISSION | |||||||
| 1511 COLORADO STREET | AUSTIN | TX | 78701 | PC | TOWARD A VISITOR CENTER AT THE SAN FELIPE DE AUSTIN SITE | $200,000 | |
| GRACE | |||||||
| 4201 POOL RD | GRAPEVINE | TX | 76051 | PC | NEW FACILITY | $75,000 | |
| GRANT HALLIBURTON FOUNDATION | |||||||
| 6390 LYNDON B JOHNSON FWY 106 | DALLAS | TX | 75240 | PC | MENTAL HEALTH NAVIGATION LINE | $50,000 | |
| HEART HOUSE (CHALLENGE) | |||||||
| 8515 PARK LN 304 | DALLAS | TX | 75231 | PC | TOWARD THE PURCHASE OF A VAN | $25,000 | |
| HOPE LODGEBAYLOR MEDICAL CENTER | |||||||
| 3600 GASTON AVE 100 | DALLAS | TX | 75246 | PC | CAPITAL COSTS OF HOPE LODGE IN COLLABORATION WITH AMERICAN CANCER CENTER | $100,000 | |
| HUMAN RIGHTS INITIATIVE OF NORTH TEXAS | |||||||
| 2801 SWISS AVENUE | DALLAS | TX | 75204 | PC | TOWARD TECHNOLOGY UPGRADES. | $40,000 | |
| JUST SAY YES | |||||||
| 1819 FIRMAN DR | RICHARDSON | TX | 75081 | PC | FOR A 12-PASSENGER VAN AT THIS AGENCY THAT PROVIDES RISK AVOIDANCE PROGRAMS FOR YOUTH. | $40,108 | |
| KIPP DFW | |||||||
| PO BOX 674443 | DALLAS | TX | 75267 | PC | TOWARD THE CREATION OF OAK CLIFF ACADEMY | $100,000 | |
| KITCHEN DOG THEATER | |||||||
| 2600 N STEMMONS FWY 180 | DALLAS | TX | 75207 | PC | TOWARD A CAPITAL CAMPAIGN FOR A PERMANENT PERFORMANCE SPACE. | $100,000 | |
| LULAC NATIONAL EDUCATIONAL SERVICE CENTERS INC | |||||||
| 1133 19TH STREET NW SUITE 1000 | WASHINGTON | DC | 20036 | PC | TOWARD BUILDING RENOVATION AT THIS AGENCY'S CENTER IN NORTH OAK CLIFF | $50,050 | |
| MAKE-A-WISH FOUNDATION OF NORTH TEXAS | |||||||
| 6655 DESEO | IRVING | TX | 75039 | PC | TO SUPPORT THE MAKE-A-WISH NORTH TEXAS HEADQUARTERS BUILDING RENOVATION. | $50,000 | |
| METHODIST HEALTHCARE FOUNDATION | |||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | PC | TOWARD A TRAUMA CARE SIMULATION CENTER | $250,000 | |
| MILES OF FREEDOM | |||||||
| 2922 MARTIN LUTHER KING BLVD SUITE | DALLAS | TX | 75215 | PC | TO PURCHASE A VAN FOR THEIR SHUTTLE SERVICE FOR FAMILY MEMBERS AND INCARCERATED INDIVIDUALS. | $35,000 | 118 |
| MY POSSIBILITIES | |||||||
| 3601 MAPLESHADE LANE | PLANO | TX | 75075 | PC | TOWARD A NEW VOCATIONAL TRAINING AND CAREER SERVICES CENTER. | $100,000 | |
| NEXUS RECOVERY CENTER | |||||||
| 8733 LA PRADA DRIVE | DALLAS | TX | 75228 | PC | TOWARD THER. MATERIALS FOR CHILD DEV. CTR. AT THIS FACILITY THAT ADDRESSES SUBST. ABUSE IN WMN. | $15,000 | |
| NORTH TEXAS FOOD BANK | |||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75236 | PC | TOWARD STUDENT WEEKEND FOOD PROGRAM | $125,000 | |
| NORTH TEXAS PUBLIC BROADCASTINGKERA | |||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | PC | IMPLEMENTATION OF NEW SOFTWARE FOR DONOR AND MEMBERSHIP MANAGEMENT. | $125,000 | |
| NTARUPT | |||||||
| 624 N GOOD-LATIMER EXPY | DALLAS | TX | 75204 | PC | FOR CONFERENCE ROOM EQUIPMENT AND FURNISHINGS | $3,725 | |
| OAK CLIFF SOCIETY OF FINE ARTS | |||||||
| P O BOX 222332 | DALLAS | TX | 75222 | PC | FOR REPAIRS AND RESTORATION OF THE HISTORIC TURNER HOUSE, THIS AGENCY'S HEADQUARTERS IN THE WINNETKA HEIGHTS NEIGHBORHOOD. | $30,000 | |
| OWENWOOD FARM AND NEIGHBORHOOD SPACE | |||||||
| 1451 JOHN WEST ROAD | DALLAS | TX | 75228 | PC | TOWARD A CAP. CAMPAIGN TO TRANSFORM THE FMR OWENWOOD UMC INTO A SHARED SOCIAL SERVICES CTR. | $100,000 | |
| PARKLAND FOUNDATION (SWMF HOBLITZELLE FUND) | |||||||
| 5201 HARRY HINES BLVD | DALLAS | TX | 75235 | PC | TOWARD NEW BREAST CANCER CENTER | $125,000 | |
| PARKS FOR DOWNTOWN DALLAS | |||||||
| 901 MAIN ST 609 | DALLAS | TX | 75202 | PC | TOWARD PACIFIC PLAZA PARK, TO INCLUDE ASTON PARK AS ASTON GROVE | $225,000 | |
| PEDIPLACE INC | |||||||
| 502 S OLD ORCHARD LANE | LEWISVILLE | TX | 75067 | PC | TO SUPPORT TECHNOLOGY UPDATES (SERVERS, LAPTOPS, AND SCANNERS) | $50,000 | |
| PEROT MUSEUM OF NATURE AND SCIENCE | |||||||
| 2201 N FIELD ST | DALLAS | TX | 75201 | PC | TO SUPPORT A CAPITAL CAMPAIGN FOR A NEW RESEARCH AND COLLECTIONS FACILITY | $75,000 | |
| RONALD MCDONALD HOUSE OF DALLAS (CHALLENGE) | |||||||
| 4707 BENGAL ST | DALLAS | TX | 75235 | PC | FOR FACILITY EXPANSION (MATCHING CONDITION) "KEEPING MORE FAMILIES CLOSE" CAMPAIGN | $150,000 | |
| SAMMONS CENTER FOR THE ARTS | |||||||
| 3630 HARRY HINES BLVD | DALLAS | TX | 75219 | PC | SOUND AND LIGHTING EQUIPMENT | $35,000 | |
| SHUMLA ARCHAEOLOGICAL RESEARCH & EDUCATION CENTER | |||||||
| PO BOX 627 | COMSTOCK | TX | 78837 | PC | TOWARD FACILITY IMPROVEMENTS AT THIS AGENCY THAT IS WORKING TO DOCUMENT ANCIENT CAVE ART. | $30,000 | |
| SOUL'S HARBOR | |||||||
| PO BOX 360455 | DALLAS | TX | 75336 | PC | TO ASSIST WITH THE PURCHASE OF A BOX TRUCK TO SUPPORT THRIFT STORE OPERATIONS. | $25,000 | |
| SPCA OF TEXAS | |||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | PC | TOWARD ROOF RENOVATIONS | $75,000 | |
| ST MARK'S SCHOOL OF TEXAS | |||||||
| 10600 PRESTON RD | DALLAS | TX | 75230 | PC | TOWARD A NEW SCIENCE CENTER | $100,000 | |
| TEACHING TRUST | |||||||
| 1825 MARKET CENTER BOULEVARD SUITE | DALLAS | TX | 75207 | PC | TOWARD CAPITAL EXPENDITURES FOR THIS AGENCY'S NEW OFFICE AND TRAINING SPACE | $50,000 | 260 |
| TEXAS BALLET THEATER | |||||||
| 540 MALL CIRCLE | FORT WORTH | TX | 76116 | PC | TO SUPPORT TECHNOLOGY UPGRADES AT BOTH THE DALLAS AND FT. WORTH SCHOOL LOCATIONS | $35,000 | |
| TEXAS SCOTTISH RITE HOSPITAL | |||||||
| 2223 WELBORN STREET | DALLAS | TX | 75219 | PC | TO SUPPORT CAPITAL IMPROVEMENTS THE DALLAS HOSPITAL, AS PART OF THE BOUNDLESS CAMPAIGN | $250,000 | |
| THANKS-GIVING FOUNDATION | |||||||
| 1627 PACIFIC AVENUE | DALLAS | TX | 75201 | PC | TOWARD A/C CHILLER REPLACEMENT AT THANKS-GIVING SQUARE. | $50,000 | |
| THE DALLAS ARTS DISTRICT | |||||||
| 750 N ST PAUL ST BOX 45 | DALLAS | TX | 75201 | PC | TOWARD UPDATING THE DALLAS ARTS DISTRICT MASTER PLAN | $20,000 | |
| THE DALLAS OPERA | |||||||
| 2403 FLORA STREET | DALLAS | TX | 75201 | PC | TO SUPPORT THE COMMISSIONING OF A NEW OPERA, THE DIVING BELL AND THE BUTTERFLY. | $200,000 | |
| THE NATURE CONSERVANCY TEXAS CHAPTER | |||||||
| 3001 KNOX ST | DALLAS | TX | 75205 | PC | TO SUPPORT THE PURCHASE OF AIR QUALITY MONITORS AT NINE (9) DISD SCHOOLS | $50,000 | |
| THEATRE THREE | |||||||
| 2800 ROUTH STREET | DALLAS | TX | 75201 | PC | TO SUPPORT REPLACEMENT OF THE HVAC SYSTEM AT THE THEATER. | $51,270 | |
| TRINITY PARK CONSERVANCY | |||||||
| 1444 OAK LAWN AVE | DALLAS | TX | 75207 | PC | TOWARD THE CREATION OF AN EQUITABLE DEVELOPMENT PLAN FOR HAROLD SIMMONS PARK. | $100,000 | |
| TRINITY STRAND TRAIL (RESCINDED) | |||||||
| 2320 VALDINA STREET | DALLAS | TX | 75207 | PC | TOWARD CREATING A LINK BETWEEN THE KATY TRAIL, TRINITY STRAND, AND REVERCHON PARK | -$100,000 | |
| UNITED WAY OF METROPOLITAN DALLAS | |||||||
| 1800 N LAMAR STREET | DALLAS | TX | 75202 | PC | TOWARD RENOVATIONS AND NEW IT SYSTEM | $125,000 | |
| UNT | |||||||
| 1155 UNION CIRCLE | DENTON | TX | 76203 | PC | BIOMEDICAL SCIENCES | $150,000 | |
| UPLIFT EDUCATION | |||||||
| 1825 MARKET CENTER BLVD | DALLAS | TX | 75207 | PC | TOWARD CONSTRUCTION OF A PERMANENT HOME FOR UPLIFT WISDOM PRIMARY SCHOOL IN SOUTH DALLAS. | $75,000 | |
| UT SOUTHWESTERN MEDICAL CENTER (SWMF HOBLITZELLE FUND) | |||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | PC | TOWARD ACQUISITION OF A MAGNETOENCEPHALOGRAPH | $400,000 | |
| VAN CLIBURN FOUNDATION INC | |||||||
| 201 MAIN STREET SUITE 100 | FORT WORTH | TX | 76102 | PC | TOWARD EQUIPMENT FOR THE WEBCAST AND SIMULCAST OF THE 2019 CLIBURN INTERNATIONAL JUNIOR PIANO COMPETITION, TO BE HELD IN DALLAS. | $46,875 | |
| VOLUNTEERNOW (EVENT SUPPORT FOR LYDIA NOVAKOV) | |||||||
| 2800 LIVE OAK STREET | DALLAS | TX | 75204 | PC | HEARTS OF TEXAS LUNCHEON HONORING LYDIA NOVAKOV | $2,500 | |
| VOLUNTEERNOW | |||||||
| 2800 LIVE OAK STREET | DALLAS | TX | 75204 | PC | TO CREATE A MOBILE APPLICATION FOR VOLY.ORG. | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,161,798 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFTER8TOEDUCATE | ||||||
| 12900 PRESTON RD STE 1220 | DALLAS | TX | 75230 | PC | CAPITAL CAMPAIGN TO REPURPOSE FANNIE C. HARRIS ELEMENTARY SCHOOL | $100,000 |
| AMON CARTER MUSEUM | ||||||
| 3501 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | PC | TO SUPPORT CAPITAL UPDATES TO BENEFIT PHOTOGRAPHY PRESERVATION. | $75,000 |
| ARLINGTON LIFE SHELTER | ||||||
| 325 W DIVISION ST | ARLINGTON | TX | 76011 | PC | TOWARD A CAPITAL CAMPAIGN TO SIGNIFICANTLY EXPAND THIS SHELTER FACILITY. | $50,000 |
| BETTER TOGETHER FUND | ||||||
| 3963 MAPLE AVENUE SUITE 390 | DALLAS | TX | 75219 | PC | TO BECOME A FUNDING PARTNER OF THE BETTER TOGETHER FUND | $60,000 |
| CATHOLIC CHARITIES OF DALLAS INC | ||||||
| 1421 W MOCKINGBIRD LANE | DALLAS | TX | 75247 | PC | TO SUPPORT RENOVATIONS AT THE CENTRAL SERVICE CENTER ON MOCKINGBIRD LANE | $100,000 |
| CHILDREN'S MEDICAL CENTER | ||||||
| 1935 MEDICAL DISTRICT DR | DALLAS | TX | 75235 | PC | TOWARD A CAPITAL CAMPAIGN TO RENOVATE, EXPAND, AND MODERNIZE THE ER DEPT. AT THE DALLAS CAMPUS. | $1,500,000 |
| DALLAS ARBORETUM AND BOTANICAL SOCIETY | ||||||
| 8625 GARLAND ROAD | DALLAS | TX | 75218 | PC | TOWARD A CAPITAL CAMPAIGN FOR A NEW HORTICULTURAL CENTER | $150,000 |
| EPISCOPAL SCHOOL OF DALLAS | ||||||
| 4100 MERRELL RD | DALLAS | TX | 75229 | PC | TOWARD A CAPITAL CAMPAIGN TO BRING THE LOWER SCHOOL TO THE MAIN CAMPUS | $200,000 |
| GEORGE W BUSH PRESIDENTIAL CENTER | ||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | PC | TOWARD OCEAN CONSERVATION EXHIBIT | $100,000 |
| IN THE CITY FOR GOODYMCA (1-FOR-2 CHALLENGE GRANT) | ||||||
| 10455 N CENTRAL EXPY 109-140 | DALLAS | TX | 75230 | PC | TOWARD RENOVATIONS OF FOOD STORAGE AND PREPARATION FACILITIES AT PARK SOUTH YMCA DAYCARE (1-FOR-1 MATCH) | $5,741 |
| JUBILEE PARK & COMMUNITY CENTER (MATCH) | ||||||
| 917 BANK STREET | DALLAS | TX | 75223 | PC | TOWARD PURCHASE OF AN ADJACENT HOME FOR CAMPUS EXPANSION. | $50,000 |
| OFFICE OF CULTURAL AFFAIRS MAJESTIC THEATER | ||||||
| 1925 ELM ST 400 | DALLAS | TX | 75201 | PC | FOR A MAJESTIC THEATER AND INTERSTATE THEATER HISTORY DISPLAY | $30,000 |
| OUR FRIENDS PLACE | ||||||
| 6500 GREENVILLE AVE 620 | DALLAS | TX | 75206 | PC | TOWARD AN ANNEX BUILDING AT THE BEAZLEY HOUSE. | $50,000 |
| PARKLAND FOUNDATION (SWMF HOBLITZELLE FUND) | ||||||
| 5201 HARRY HINES BLVD | DALLAS | TX | 75235 | PC | TOWARD NEW BREAST CANCER CENTER | $250,000 |
| PARKS FOR DOWNTOWN DALLAS | ||||||
| 901 MAIN ST 609 | DALLAS | TX | 75202 | PC | TOWARD PACIFIC PLAZA PARK, TO INCLUDE ASTON PARK AS ASTON GROVE | $675,000 |
| PAUL QUINN COLLEGE | ||||||
| 3837 SIMPSON STUART RD | DALLAS | TX | 75241 | PC | TOWARD A CAPITAL CAMPAIGN FOR THE NEW TRAMMELL S. CROW LIVING AND LEARNING CENTER. | $250,000 |
| PEROT MUSEUM OF NATURE AND SCIENCE | ||||||
| 2201 N FIELD ST | DALLAS | TX | 75201 | PC | TO SUPPORT A CAPITAL CAMPAIGN FOR A NEW RESEARCH AND COLLECTIONS FACILITY | $225,000 |
| SHELTON SCHOOL | ||||||
| 15720 HILLCREST RD | DALLAS | TX | 75248 | PC | TOWARD A CAPITAL CAMPAIGN TO MOVE THE CAMPUS TO PRESTON ROAD | $500,000 |
| SOUTHERN METHODIST UNIVERSITY | ||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | PC | TOWARD A CAPITAL CAMPAIGN TO RENOVATE OWEN ARTS CENTER. | $1,250,000 |
| ST MARK'S SCHOOL OF TEXAS | ||||||
| 10600 PRESTON RD | DALLAS | TX | 75230 | PC | TOWARD A NEW SCIENCE CENTER | $100,000 |
| TEACH FOR AMERICA - DALLAS-FORT WORTH | ||||||
| 600 NORTH PEARL STREET | DALLAS | TX | 75201 | PC | FOR TECHNOLOGY KITS FOR THE INSTRUCTORS WHO TRAIN CORPS MEMBERS AND TO HELP CREATE A RESOURCE ROOM AT THE TFA-DFW OFFICE. | $100,000 |
| TEXAS 2036 | ||||||
| 3963 MAPLE AVENUE | DALLAS | TX | 75219 | PC | TO SUPPORT A STRATEGIC PLAN FOR THE STATE OF TEXAS. | $150,000 |
| TEXAS SCOTTISH RITE HOSPITAL | ||||||
| 2223 WELBORN STREET | DALLAS | TX | 75219 | PC | TO SUPPORT CAPITAL IMPROVEMENTS THE DALLAS HOSPITAL, AS PART OF THE BOUNDLESS CAMPAIGN | $750,000 |
| THE CONCILIO (WHEN MOVE) | ||||||
| 400 S ZANG BLVD 300 | DALLAS | TX | 75208 | PC | TO SUPPORT CAPITAL ASPECTS OF AN OFFICE RELOCATION. | $57,500 |
| THE DALLAS OPERA | ||||||
| 2403 FLORA STREET | DALLAS | TX | 75201 | PC | TO SUPPORT THE COMMISSIONING OF A NEW OPERA, THE DIVING BELL AND THE BUTTERFLY. | $50,000 |
| UNION GOSPEL MISSION (MATCH) | ||||||
| 3211 IRVING BOULEVARD | DALLAS | TX | 75247 | PC | FOR HVAC REPLACEMENT AT THE CENTER OF HOPE, THIS AGENCY'S WOMEN'S SHELTER. | $32,500 |
| UNITED WAY OF METROPOLITAN DALLAS | ||||||
| 1800 N LAMAR STREET | DALLAS | TX | 75202 | PC | TOWARD RENOVATIONS AND NEW IT SYSTEM | $125,000 |
| UNT | ||||||
| 1155 UNION CIRCLE | DENTON | TX | 76203 | PC | BIOMEDICAL SCIENCES | $150,000 |
| UPLIFT EDUCATION | ||||||
| 1825 MARKET CENTER BLVD | DALLAS | TX | 75207 | PC | TOWARD CONSTRUCTION OF A PERMANENT HOME FOR UPLIFT WISDOM PRIMARY SCHOOL IN SOUTH DALLAS. | $75,000 |
| UT SOUTHWESTERN MEDICAL CENTER (SWMF HOBLITZELLE FUND) | ||||||
| 5323 HARRY HINES BOULEVARD | DALLAS | TX | 75390 | PC | TOWARD ACQUISITION OF A MAGNETOENCEPHALOGRAPH | $800,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,010,741 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,714,953 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,270,136 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| LITIGATION INCOME | 01 | $18,101 |
| OTHER INCOME | 01 | $71,901 |
| SECTION 481(A) ADJUSTMENT | 14 | $88,883 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,163,974 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,163,974 | 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 | $31,415 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,415 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 2 SIDE CHAIRS #348 | 1971-09-07 | $864 | $864 | SL | 5.000000000000 | $0 | $0 |
| 1 BLACK LEATHER EXEC. CHAIR | 1971-09-07 | $377 | $377 | SL | 5.000000000000 | $0 | $0 |
| 2 DOUBLE PEDESTAL DESK | 1971-09-07 | $985 | $985 | SL | 20.000000000000 | $0 | $0 |
| 1 UMBRELLA STAND | 1971-09-07 | $65 | $65 | SL | 15.000000000000 | $0 | $0 |
| 1 CREDENZA W/ LATERAL FILE | 1971-09-07 | $526 | $526 | SL | 20.000000000000 | $0 | $0 |
| PEDESTAL DESK & CREDENZA | 1990-06-04 | $2,196 | $2,196 | 200DB | 7.000000000000 | $0 | $0 |
| KITCHEN TABLE | 1990-07-11 | $400 | $400 | 200DB | 7.000000000000 | $0 | $0 |
| NEOCLASSIC SIDE TABLE | 1990-09-17 | $159 | $159 | 200DB | 7.000000000000 | $0 | $0 |
| 4-DRAWER FILE CABINET | 1991-05-30 | $215 | $215 | 200DB | 7.000000000000 | $0 | $0 |
| LATERAL FILE | 1992-07-24 | $549 | $549 | 200DB | 7.000000000000 | $0 | $0 |
| FRAMED PICTURE - MAJECTIC THEATRE | 1992-07-28 | $506 | $506 | 200DB | 7.000000000000 | $0 | $0 |
| FLAT-TOP DESK | 1998-03-02 | $1,199 | $1,199 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER CREDENZA | 1998-03-02 | $899 | $899 | 200DB | 7.000000000000 | $0 | $0 |
| GARDALL 4820 OFFICE SAFE | 2000-11-07 | $1,147 | $1,147 | 200DB | 7.000000000000 | $0 | $0 |
| DELL GX260/18" FLAT PANEL | 2003-05-20 | $1,853 | $1,853 | 200DB | 5.000000000000 | $0 | $0 |
| DELL GX260/21" FLAT PANEL | 2003-05-20 | $1,764 | $1,764 | 200DB | 5.000000000000 | $0 | $0 |
| HP LASERJET 2300DT PRINTER | 2003-05-20 | $1,415 | $1,415 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE XP SOFTWARE | 2003-05-20 | $340 | $340 | 200DB | 5.000000000000 | $0 | $0 |
| DELL LASER PRINTER 1720 | 2008-01-28 | $199 | $199 | 200DB | 5.000000000000 | $0 | $0 |
| XEROX COPIER | 2009-11-19 | $2,183 | $2,183 | 200DB | 5.000000000000 | $0 | $0 |
| 5 LATERAL FILES | 2010-03-03 | $4,858 | $4,858 | 200DB | 7.000000000000 | $0 | $0 |
| 1 WORK TABLE | 2010-03-16 | $610 | $610 | 200DB | 7.000000000000 | $0 | $0 |
| 1 MIDBACK CHAIR | 2010-03-16 | $300 | $300 | 200DB | 7.000000000000 | $0 | $0 |
| 2 DELL OPTIPLEX DESKTOP | 2010-03-26 | $2,875 | $2,875 | 200DB | 5.000000000000 | $0 | $0 |
| 2 BOOKCASES | 2010-04-02 | $600 | $600 | 200DB | 7.000000000000 | $0 | $0 |
| BOOKCASES COMMUNICATION/INTERNET | 2010-05-19 | $2,027 | $1,013 | 200DB | 7.000000000000 | $0 | $0 |
| EQUIPMENT HP COLOR LASERJET CP2025DN | 2010-08-31 | $14,967 | $7,483 | 200DB | 7.000000000000 | $0 | $0 |
| PRINTER | 2012-01-05 | $676 | $332 | 200DB | 5.000000000000 | $6 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $28,646,748 | EOYBookValueAmt |
| EOYFMV | $18,781,261 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $94,740,196 | EOYBookValueAmt |
| EOYFMV | $113,724,470 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,304,396 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,921,988 | 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 | REALTY ASSOCIATES VIII CORP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,159,263 | BookValueAmt |
| EOYFMV | $25,689 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $798 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $798 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SILVER COLLECTION - ESTHER HOBLITZELLE | $500 | $500 | $500 |
| PAINTINGS & ART OBJECTS | $16,500 | $16,500 | $16,500 |
| CAVALCADE OF TEXAS FILM | $1,479 | $1,479 | $1,479 |
| OTHER ASSETS | $1 | $1 | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECTION 481(A) ADJUSTMENT FOR FY2017 METHOD CHANGE (LAST ADJ IN 2020) | Desc |
| Amt | $88,883 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $37,515 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,515 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LITIGATION INCOME | $18,101 | $0 | $0 |
| OTHER INCOME | $71,901 | $0 | $0 |
| SECTION 481(A) ADJUSTMENT | $88,883 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES | $4,982,333 |
| BOOK/TAX DEPRECIATION | $535 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNFUNDED PENSION OBLIGATION | Desc |
| BOY Book Value | $1,915,345 | BOYBookValueAmt |
| EOY Book Value | $1,806,006 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $684,472 | $684,472 | $0 |
| OTHER PROFESSIONAL FEES | $21,857 | $0 | $21,857 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $17,935 | $2,690 | $15,245 |
| FEDERAL EXCISE TAXES | $130,056 | $0 | $0 |
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