IVY & PEARL FOUNDATION OF DALLAS: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- IVY & PEARL FOUNDATION OF DALLAS (EIN 75-1517153)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-12
- IRS object ID
- 201922359349200202
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-12T09:14:33-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owens and Thurman PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Commerce Street 200 By Appointm | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751517153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ivy & Pearl Foundation of Dallas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IVY& | BusinessNameControlTxt |
| Phone | 2143718011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 224487 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752224487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Annette Williams | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2019-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diccy Thurman CPA | PreparerPersonNm |
| Phone | 2149412361 | PhoneNum |
| Preparation | 2019-08-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.48.202.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-23 | IPDt |
| IP Tm | 13:52:32 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F3E20EC6F6FE7C747B48B7B22306452935DDFF3F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F3E20EC6F6FE7C747B48B7B22306452935DDFF3F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $72,015 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $30,769 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $17,393 | MembershipDuesAmt |
| Investment Income | $11,605 | InvestmentIncomeAmt |
| Fundraising Gross Income | $12,248 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $12,248 | SpecialEventsDirectExpensesAmt |
| Total Revenue | $59,767 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $18,750 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,400 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $11,198 | OtherExpensesTotalAmt |
| Total Expenses | $31,348 | TotalExpensesAmt |
| Excess Or Deficit For Year | $28,419 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $470,977 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$13,498 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $485,898 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,615 | BOYAmt |
| EOY | $480,256 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,128 | BOYAmt |
| EOY | $16,925 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,276 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,019 | BOYAmt |
| EOY | $497,181 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,042 | BOYAmt |
| EOY | $11,283 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,977 | BOYAmt |
| EOY | $485,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | COMMUNITY SERVICE | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | During 2018 awarded scholarships to 14 recipients/students that meet grade/academic, community service, and financial need criteria, and book scholarship awards to Youth that meet certain participation criteria. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $18,750 | GrantsAndAllocationsAmt |
| Program Service Expenses | $18,750 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,750 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (15 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Sheri Hayes | ||
| President | 004.00 | $0 |
| Jearlene Miller | ||
| Vice-President | 004.00 | $0 |
| Verna Farmer | ||
| Secretary | 004.00 | $0 |
| Velena McCrae | ||
| Assistant Secretary | 002.00 | $0 |
| Annette Williams | ||
| Treasurer | 004.00 | $0 |
| Sandra Compton | ||
| Assistant Treasurer | 002.00 | $0 |
| Sharon Coleman | ||
| Financial Secretary | 004.00 | $0 |
| Angela Daniels | ||
| Assistant Financial Secretary | 002.00 | $0 |
| Kassie Gossom | ||
| Director | 001.00 | $0 |
| Alicia Grinage | ||
| Director | 001.00 | $0 |
| Emile Blaine | ||
| Director | 001.00 | $0 |
| Sandra McCall | ||
| Director | 001.00 | $0 |
| Kim McCree | ||
| Director | 001.00 | $0 |
| Margie Riley | ||
| Director | 001.00 | $0 |
| Marian Willard | ||
| Director | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Annette Williams Treasurer | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 224487 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752224487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142872619 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,162 | CurrentTaxYearAmt |
| Total | $153,574 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,162 | CurrentTaxYearAmt |
| Total | $153,574 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $153,574 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,605 | CurrentTaxYearAmt |
| Total | $38,199 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,605 | CurrentTaxYearAmt |
| Total | $38,199 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,399 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,767 | CurrentTaxYearAmt |
| Total | $191,773 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.80080 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81670 | PublicSupportPY509Pct |
| Investment Income CY | 0.19920 | InvestmentIncomeCYPct |
| Investment Income PY | 0.18330 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Bowl-a-Thon | Event1Nm |
| Gross Receipts Event1 | $10,340 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $6,048 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,292 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $259 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,509 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,224 | OtherDirectExpensesEvent1Amt |
| Event2 | Little Ms Fashionetta | Event2Nm |
| Gross Receipts Event2 | $17,084 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $9,128 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,956 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $150 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $4,311 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $3,495 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,459 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,459 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $28,883 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $16,635 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $12,248 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $409 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,820 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,719 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,248 | DirectExpenseSummaryEventsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 10, Grants Paid | Activity Scholarships to students, Grantee 14 scholarship recipients c/o Ivy and Pearl Foundation Dallas TX 75222-4487, Cash Grant 18,750, Relationship |
| Form 990-EZ, Part I, Line 16, Other Expenses | Depreciation 2,203 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Administrative expenses Postage PO Box, printing, and bonding fee 2,820 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Rental property maintenance property taxes, insurance, lawn upkeep, and utilities 6,175 |
| Form 990-EZ, Part I, Line 20, Net Assets | Unrealized change in market value of investments -13,498 |
| Form 990-EZ, Part II, Line 24, Other Assets | Prepaid insurance Beginning of year 1,276, End of year 0 |
| Form 990-EZ, Part II, Line 26, Liabilities | Accrued Expenses Beginning of year 289, End of year 0 |
| Form 990-EZ, Part II, Line 26, Liabilities | Deferred Housing Assessments Beginning of year 1,110, End of year 1,905 |
| Form 990-EZ, Part II, Line 26, Liabilities | Deferred Scholarship Assessments Beginning of year 4,643, End of year 9,378 |