THE WILLIAM AND PHYLLIS SNYDER: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM AND PHYLLIS SNYDER (EIN 75-2847446)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-27
- IRS object ID
- 201922399349100517
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-27T17:46:41-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271681844 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTES ARMSTRONG EARLEY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 907 W HENDERSON STE A | AddressLine1Txt |
| City | CLEBURNE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752847446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM AND PHYLLIS SNYDER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SNYD | BusinessNameControlTxt |
| Phone | 2146926941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 536 MELODY LANE | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75081 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDIA FERRARA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2146926941 | PhoneNum |
| Signature | 2019-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY L ESTES | PreparerPersonNm |
| PTIN | P01069203 | PTIN |
| Phone | 8176453962 | PhoneNum |
| Preparation | 2019-05-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.178.218.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-03 | IPDt |
| IP Tm | 11:33:37 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3EB17963BC6290EB76A5630835E41D71D2E0ED69 | 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 | $846,013 | 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 | $24,313 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,313 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,378 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,378 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $399 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $399 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $63,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,090 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,968 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,936 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,502 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,406 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,684 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,293 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,907 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,907 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $867 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $879,983 | CorporateStockBOYAmt |
| Corporate Stock EOY | $833,106 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $833,106 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $953,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $846,013 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $846,013 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $953,143 | UnrestrictedBOYAmt |
| Unrestricted EOY | $846,013 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $953,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $846,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $953,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $846,013 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $953,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,684 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $957,827 | SubtotalAmt |
| Other Decreases | $111,814 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $846,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WESTWOOD TRUST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $38,378 | GrossSalesPriceAmt |
| Gain Or Loss | $38,378 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $38,378 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,378 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,005 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $927,705 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047434 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,745 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $885,298 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,602 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $937,762 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047562 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $930,850 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015040 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $861,538 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.019732 | DistributionYr5Rt |
| Total Distribution | 0.181440 | TotalDistributionRt |
| Average Distribution | 0.036288 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $927,860 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,670 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $631 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,301 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,000 | 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 | $631 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $631 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $631 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $369 | OverpaymentAmt |
| Applied To ES Tax | $369 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ESTES ARMSTRONG EARLEY LLC | IndividualWithBooksNm |
| Phone | 8176453962 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 907-A WEST HENDERSON | AddressLine1Txt |
| City | CLEBURNE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM B SNYDER | ||||||||
| 536 MELODY LANE | RICHARDSON | TX | 75081 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PHYLLIS G SNYDER | ||||||||
| 536 MELODY LANE | RICHARDSON | TX | 75081 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CLAUDIA SNYDER FERRARA | ||||||||
| 536 MELODY LANE | RICHARDSON | TX | 75081 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| WILLIAM B SNYDER JR | ||||||||
| 6469 RIDGEMONT DRIVE | DALLAS | TX | 75214 | SECRETARY | 0.00 | $0 | $0 | $0 |
| CLAYTON R SNYDER | ||||||||
| 7412 CROFTON DRIVE | DALLAS | TX | 75231 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JANE SNYDER FITZPATRICK | ||||||||
| 2205 S GAYOSO | NEW ORLEANS | LA | 70125 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $891,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,892 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $941,990 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $941,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,130 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $927,860 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,393 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $631 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $631 | TotalTaxAmt |
| Distributable Before Adj | $45,762 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,762 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,762 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $631 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,369 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,762 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,938 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,938 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $44,700 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| RETINA FOUNDATION OF THE SOUTHWEST | |||||
| 9600 N CENTRAL EXPRESSWAY | DALLAS | TX | 75231 | HEALTH & EDUCATIONAL | $5,000 |
| THE MAGDALEN HOUSE | |||||
| 1302 REDWOOD CIRCLE | DALLAS | TX | 75218 | HEALTH & EDUCATIONAL | $10,000 |
| DALLAS 24 HOUR CLUB | |||||
| 4636 ROSS AVE | DALLAS | TX | 75204 | HEALTH & EDUCATIONAL | $10,000 |
| ESSILOR VISION FOUNDATION | |||||
| 13515 NORTH STEMMONS FREEWAY | DALLAS | TX | 75234 | HEALTH & EDUCATIONAL | $10,000 |
| TWELFTH STEP MINISTRY | |||||
| 5324 WEST NORTHWEST HIGHWAY | DALLAS | TX | 75220 | HEALTH & EDUCATIONAL | $5,000 |
| ALZHEIMER'S ASSOCIATION | |||||
| 3001 KNOX STREET SUITE 200 | DALLAS | TX | 75205 | HEALTH & EDUCATIONAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,313 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $399 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $38,378 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,313 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,777 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,090 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THIS IS A SUPPLEMENTARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS' CHARITABLE AND EDUCATIONAL PURPOSE. |
| 7 | THIS IS A SUPPLEMENTARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS' CHARITABLE AND EDUCATIONAL PURPOSE. |
| 8 | THIS IS A SUPPLEMENTARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS' CHARITABLE AND EDUCATIONAL PURPOSE. |
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 | CategoryTxt |
| Amt | $5,968 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WESTWOOD TRUST | StockNm |
| EOY Book Value | $833,106 | EOYBookValueAmt |
| EOYFMV | $833,106 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $111,814 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL AND FOREIGN | Desc |
| Revenue And Expenses Per Books | $399 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $399 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $399 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $5,936 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $995 | $0 | $0 |
| FOREIGN TAXES PAID | $507 | $0 | $0 |
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