BETA

THE PAULOS FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE PAULOS FOUNDATION (EIN 75-2353196)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-20
IRS object ID
201921409349100402
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-20T08:27:25-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN750786316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEAVER & TIDWELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12300 N FIELD ST STE 1000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752353196EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAULOS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone2146926122PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16708 ASHBROOK DRIVEAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76132ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFLORA BREWERPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone2146926122PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN W REEVESPreparerPersonNm
PTINP01248048PTIN
Phone9724901970PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address174.47.139.16IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm10:10:41IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id0F39F1379F313540961A0D46678BA45011978787AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,596,608FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$112,606DividendsRevAndExpnssAmt
Dividends Net Invst Incm$112,606DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$222,966GrossRentsRevAndExpnssAmt
Net Rental Income Or Loss-$54,664NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$114NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$114GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$114CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$335,688TotalRevAndExpnssAmt
Total Net Invst Incm$112,722TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,953TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,453TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$50,122DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$227,511OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$227,511OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$289,386TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,853TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$229,911TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$871,809ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$871,809ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,161,195TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,853TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,101,720TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$825,507ExcessRevenueOverExpensesAmt
Net Investment Income$106,869NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,060,200SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,217,432SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,217,432SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$6,538AcctRcvblAmt
Acct Rcvbl BOY$925AcctRcvblBOYAmt
Acct Rcvbl EOY$6,538AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$6,538AcctRcvblEOYFMVAmt
Other Investments BOY$2,279,386OtherInvestmentsBOYAmt
Other Investments EOY$2,311,710OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,106,421OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,383,846LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$124,767LandBldgEquipAccumDeprecAmt
Land BOY$1,309,370LandBOYAmt
Land EOY$1,259,079LandEOYAmt
Land EOYFMV$1,259,079LandEOYFMVAmt
Other Assets BOY$12,524OtherAssetsBOYAmt
Other Assets EOY$7,138OtherAssetsEOYAmt
Other Assets EOYFMV$7,138OtherAssetsEOYFMVAmt
Total Assets BOY$5,662,405TotalAssetsBOYAmt
Total Assets EOY$4,801,897TotalAssetsEOYAmt
Total Assets EOYFMV$5,596,608TotalAssetsEOYFMVAmt
Accounts Payable BOY$23,198AccountsPayableBOYAmt
Accounts Payable EOY-$2,413AccountsPayableEOYAmt
Other Liabilities BOY$16,002OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,612OtherLiabilitiesEOYAmt
Total Liabilities BOY$39,200TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,199TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$615,280CapitalStockBOYAmt
Capital Stock EOY$615,280CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,007,925RetainedEarningBOYAmt
Retained Earning EOY$4,182,418RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,623,205TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,797,698TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,662,405TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,801,897TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,623,205TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$825,507ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,797,698SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,797,698TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$114GrossSalesPriceAmt
Gain Or Loss$114GainOrLossAmt
Gains Minus Excess Or Losses$114GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$114CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$723,779AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,252,942NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.137785DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,485,992AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,465,468NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.332774DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,469,769AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,601,239NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.222650DistributionYr3Rt
Adjusted Qlfy Distri Yr4$348,673AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,350,398NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047436DistributionYr4Rt
Adjusted Qlfy Distri Yr5$303,434AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,978,856NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043479DistributionYr5Rt
Total Distribution0.784124TotalDistributionRt
Average Distribution0.156825AverageDistributionRt
Net Vl Noncharitable Assets$4,906,700NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$769,493AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,069NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$770,562AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,120,949QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,069InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,069SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,069TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,098EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,098TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,029OverpaymentAmt
Applied To ES Tax$3,029AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMS FLORA A BREWERIndividualWithBooksNm
Phone8173352561PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16708 ASHBROOK DRIVEAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76132ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN J PAULOS
6309 W COURTYARD DRAUSTINTX78730DIRECTOR0.00$0$0$0
FLORA A BREWER
6708 ASHBROOK DRFT WORTHTX76132CHAIRMAN, PRES0.00$0$0$0
SAM G PAULOS
6433 NORWAY RDDALLASTX75230DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1OPERATION OF PALM TREE APARTMENTSDescription1Txt
Expenses1$227,508Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,437,540AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,541,087AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,794FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,981,421TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,981,421AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$74,721CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,906,700NetVlNoncharitableAssetsAmt
Minimum Investment Return$245,335MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$245,335MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,069TaxBasedOnInvestmentIncomeAmt
Total Tax$1,069TotalTaxAmt
Distributable Before Adj$244,266DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$244,266DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$244,266DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,101,720ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$19,229CharitableAssetsAcquisPaidAmt
Qualifying Distributions$1,120,949QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,069PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,119,880AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$244,266DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,147,811ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,269,579ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$465,224ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,882,614TotalExcessDistributionCyovAmt
Qualifying Distributions$1,120,949QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$244,266AppliedToCurrentYearAmt
Remaining Distri From Corpus$876,683RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,759,297TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,759,297ExcessDistriCyovToNextYrAmt
Excess From Year3$1,147,811ExcessFromYear3Amt
Excess From Year2$1,269,579ExcessFromYear2Amt
Excess From Year1$465,224ExcessFromYear1Amt
Excess From Current Year$876,683ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ANY BABY CAN
6207 SHERIDAN AVEAUSTINTX78723NONEPCEDUCATION$12,500
AT&T PERFORMING ARTS CENTER
2403 FLORA STDALLASTX75201NONEPCARTS$5,000
AUSTIN COMMUNITY FOUNDATION
4315 GUADALUPE ST STE 300AUSTINTX78751NONEPCARTS$3,334
AUSTIN SYMPHONY
1101 RED RIVER STAUSTINTX78701NONEPCARTS$152,500
BLANTON MUSEUM OF ART UT
200 EAST MARTIN LUTHER KING JUNIORAUSTINTX78712NONEPCARTS$600BLVD
CENTER FOR PUBLIC POLICY PRIORITESUW
7020 EASY WIND DR STE 200AUSTINTX78752NONEPCWELFARE$15,000
CENTER FOR TRANSFORMING LIVES
512 W 4TH STFORT WORTHTX76102NONEPCWELFARE$35,000
DALLAS ARBORETUM
8617 GARLAND ROADDALLASTX75218NONEPCARTS$2,000
DALLAS MUSEUM OF ART
1717 N HARWOOD STDALLASTX75201NONEPCARTS$2,000
DALLAS OPERA
2403 FLORA ST 500DALLASTX75201NONEPCARTS$15,000
DALLAS SYMPHONY
2301 FLORA ST STE 300DALLASTX75201NONEPCARTS$15,000
DALLAS THEATER CENTER
3636 TURTLE CREEK BLVDDALLASTX75219NONEPCARTS$15,000
DALLAS URBAN DEBATE ALLICANCE
PO BOX 670564DALLASTX75367NONEPCEDUCATION$35,000
DEC MY ROOM INC
720 N POST OAK RD STE 275HOUSTONTX77024NONEPCWELFARE$2,500
DRC SOLUTIONS
PO BOX 0871FORT WORTHTX76101NONEPCWELFARE$40,000
FRIENDS OF WRR
1516 1ST AVEDALLASTX75210NONEPCARTS$500
FWISD TEACHING CHAIR OF EXCELLENCE
100 N UNIVERSITY DRFORT WORTHTX76107NONEPCEDUCATION$5,750
HELLENIC COLLEGE
50 GODDARD AVEBROOKLINEMA02445NONEPCEDUCATION$2,000
HELPING RESTORE ABILITY
4300 BELTWAY PLACE 130ARLINGTONTX76018NONEPCWELFARE$20,000
HOLY TRINITY ACADEMY
13555 HILLCREST ROADDALLASTX75240NONEPCEDUCATION$5,000
HOLY TRINITY GREEK ORTHODOX CHURCH
13555 HILLCREST ROADDALLASTX75240NONEPCCHURCH$15,000
INTERNATIONAL ORTHODOX CHARITIES
110 WEST ROAD STE 360BALTIMOREMD21204NONEPCARTS$1,000
KERA
3000 HARRY HINES BLVDDALLASTX75201NONEPCPOLICY; ARTS$3,500
LYRIC STAGE
3333 N MACARTHUR BLVD STE 300IRVINGTX75062NONEPCARTS$5,000
METROPOLITAN OPERA BROADCAST CAMPAIGN
LINCOLN CENTERNEW YORKNY10023NONEPCARTS$375
NASHER SCULPTURE CENTER
2001 FLORA STREETDALLASTX75201NONEPCARTS$2,000
PARISH EPISCOPAL SCHOOL
4101 SIGMA ROADDALLASTX75244NONEPCEDUCATION$114,000
PLANNED PARENTHOOD OF NORTH TEXAS
7424 GREENVILLE AVE STE 206DALLASTX75231NONEPCHEALTH$500
PROJECT HOPE
PO BOX 96340WASHINGTONDC20090NONEPCWELFARE$2,500
RECOVERY RESOURCE COUNCIL ON DRUG AND ALCOHOL
2700 AIRPORT FREEWAYFORT WORTHTX76111NONEPCWELFARE$40,000
SAINT BARBARA'S PHILOPTOCHOS
480 RACEBROOK ROADORANGECT06477NONEPCCHURCH$5,000
SHELTON SCHOOL
15720 HILLCREST RDDALLASTX75248NONEPCEDUCATION$206,250
ST JOHN THE BAPTIST GREEK ORTHODOX CHURCH
303 CULLUM DREULESSTX76040NONEPCCHURCH$5,000
TACA
1722 ROUTH ST STE 115DALLASTX75201NONEPCARTS$5,000
THE NATURE CONSERVANCY
4318 FARM TO MARKET ROAD 1562CELESTETX75423NONEPCENVIRONMENT$3,000
WATER TOWER THEATRE
15650 ADDISON ROADADDISONTX75001NONEPCARTS$2,500
WESTLAKE UNITED METHODIST CHURCH
1460 REDBUD TRLAUSTINTX78746NONEPCCHURCH$33,000
WOMENS POLICY FORUM FOUNDATION
PO BOX 161794FORT WORTHTX76161NONEPCPOLICY$6,000
29 ACRES
4516 LOVERS LANEDALLASTX75225NONEPCWELFARE$1,000
AMERICAN HELLENIC INSTITUTE FOUNDATION
1220 16TH ST NWWASHINGTONDC20036NONEPCCULTURE$1,000
CHILDREN'S MEDICAL CENTER FOUNDATION
1935 MEDICAL DISTRICT DRDALLASTX75235NONEPCHEALTH$25,000
COMMUNITY HOSPICE
6100 WESTERN PLACE SUITE 105FORT WORTHTX76107NONEPCHEALTH$500
IT STARTS WITH SOCCER
613-B ROCKY LEDGE ROADAUSTINTX78746NONEPCEDUCATION$1,000
THE SHELTON SCHOOL
15720 HILCREST ROADDALLASTX75248NONEPCEDUCATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$871,809TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$112,606ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion17ExclusionCd
Exclusion-$54,664ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$114ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCd
OTHER INCOME01
FEDERAL TAX REFUND01

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$58,058ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$58,058TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,800Amt
Net Investment Income$2,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,400DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
BUILDING - PALM TREE APARTMENTS2015-08-21$1,364,617$74,433SL27.500000000000$49,622$0
LEASEHOLD IMPROVEMENTS - PALM TREE APARTMENTS2017-12-15$7,500$42SL15.000000000000$500$0
LAND - VACANT LOT FOR COMMUNITY GARDEN2017-02-01$11,729L$0$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD BOND MARKETAT COST$477,011$484,698
VANGUARD 500 INDEXAT COST$355,400$934,353
ISHARES MSCI EMERGING MARKETS ETFAT COST$248,425$273,420
ISHARES RUSSELL 1000 VALUE ETFAT COST$135,817$222,100
ISHARES RUSSELL 2000 VALUE ETFAT COST$350,690$430,160
ISHARES CURRENCY HEDGED MSCI GERMANY ETFAT COST$218,786$237,500
VANGUARD FTSE EUROPE ETFAT COST$318,155$291,720
PIMCO DYNAMIC CREDIT INCOME FUNDAT COST$61,190$63,150
WISDOMTREE TRUST EURO HEDGED ETFAT COST$146,236$169,320

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PF RESIDENTIAL OTHER ASSETS$6,100$6,100$6,100
UTILITY DEPOSITS$2,080$2,080$2,080
PF RESIDENTIAL PREPAID EXPENSES$2,743-$2,236-$2,236
PF RESIDENTIAL ACCUMULATED AMORTIZATION-$610-$1,017-$1,017
CONSTRUCTION IN PROGRESS$2,211$2,211$2,211

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES RELATED TO OPERATION OF PALM TREE APTS$0$0$227,508
MISCELLANEOUS$3$0$3
EXPENSES RELATED TO OPERATION OF PALM TREE APARTMENTS$227,508$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (6 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
PENDING TRANSACTIONS$6,708-$3,118
ACCRUED SALARIES & WAGES$194$0
SECURITY DEPOSITS$750$800
ACCRUED PROPERTY TAXES$6,349$6,103
PREPAID REVENUE$1,936$2,762
ACCRUED VACATION PAYABLE$65$65

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN DIVIDEND TAXES$3,453$3,453$0
FEDERAL EXCISE TAXES$3,500$0$0

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