PEROT FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PEROT FOUNDATION (EIN 75-6093258)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-31
- IRS object ID
- 201813049349100606
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-31T08:58:52-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800168836 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Petrus Trust Company LTA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756093258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Perot Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERO | BusinessNameControlTxt |
| Phone | 9725351900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JYROBB III | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9725351900 | PhoneNum |
| Signature | 2018-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kami M Barnes | PreparerPersonNm |
| PTIN | P01080813 | PTIN |
| Phone | 9725351900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.135.125.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-31 | IPDt |
| IP Tm | 08:58:50 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BF34A5E8C5CA6B238CD29BD56F33CF21583EE56C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C9D94C456D110DDF005B30DD661FC27A0BC4D909 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $78,876,302 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,232,440 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,059,973 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,059,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $487,846 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $487,846 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $333,281 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,421 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,113,540 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,579,240 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $67,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $67,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,997 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,997 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $990 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $990 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,704 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,926 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,942 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $84,465 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $84,465 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $242,210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $236,117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,611 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $499,866 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $239,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $226,505 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,457,296 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,457,296 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,957,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $239,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,683,801 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,156,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,340,197 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,818 | CashBOYAmt |
| Cash EOY | $20,845 | CashEOYAmt |
| Cash EOYFMV | $20,845 | CashEOYFMVAmt |
| Other Investments BOY | $69,824,509 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $73,018,404 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $74,500,854 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $165,516 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,681 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $163,835 | LandBOYAmt |
| Land EOY | $163,835 | LandEOYAmt |
| Land EOYFMV | $163,835 | LandEOYFMVAmt |
| Other Assets BOY | $4,190,768 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,190,768 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,190,768 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $74,230,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,393,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,876,302 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $74,230,930 | RetainedEarningBOYAmt |
| Retained Earning EOY | $77,393,852 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,230,930 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,393,852 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,230,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,393,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,230,930 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,156,378 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,544 | OtherIncreasesAmt |
| Subtotal | $77,393,852 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $77,393,852 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| From K-1 - Petrus Short Term Fund | P | 2017-12-31 | 2017-12-31 | -$1,034 | -$1,034 |
| From K-1 - Petrus Short Term Fund | P | 2016-12-31 | 2017-12-31 | $53,039 | $53,039 |
| From K-1 - Petrus Quantitative Strategies Fund | P | 2017-12-31 | 2017-12-31 | $174,403 | $174,403 |
| From K-1 - Petrus Quantitative Strategies Fund | P | 2016-12-31 | 2017-12-31 | $71,822 | $71,822 |
| From K-1 - Petrus Quantitative Strategies Fund 1256 ST | P | 2017-12-31 | 2017-12-31 | -$3,946 | -$3,946 |
| From K-1 - Petrus Quantitative Strategies Fund 1256 LT | P | 2016-12-31 | 2017-12-31 | -$5,919 | -$5,919 |
| From K-1 - Petrus Special Situations Fund | P | 2017-12-31 | 2017-12-31 | -$366,246 | -$366,246 |
| From K-1 - Petrus Special Situations Fund | P | 2016-12-31 | 2017-12-31 | $515,496 | $515,496 |
| From K-1 - Petrus Tactical Fund | P | 2017-12-31 | 2017-12-31 | -$10 | -$10 |
| From K-1 - Petrus Tactical Fund | P | 2016-12-31 | 2017-12-31 | $501 | $501 |
| From K-1 - Petrus Tactical Fund 1256 ST | P | 2017-12-31 | 2017-12-31 | -$1,466 | -$1,466 |
| From K-1 - Petrus Tactical Fund 1256 LT | P | 2016-12-31 | 2017-12-31 | -$2,200 | -$2,200 |
| From K-1 - Petrus Dividend Basket | P | 2017-12-31 | 2017-12-31 | -$405 | -$405 |
| From K-1 - Petrus Dividend Basket | P | 2016-12-31 | 2017-12-31 | $49,902 | $49,902 |
| From K-1 - Petrus Yield Opportunity Fund | P | 2017-12-31 | 2017-12-31 | $10,400 | $10,400 |
| From K-1 - Petrus Yield Opportunity Fund | P | 2016-12-31 | 2017-12-31 | -$21,922 | -$21,922 |
| From K-1 - Petrus Securities | P | 2017-12-31 | 2017-12-31 | $9,786 | $9,786 |
| From K-1 - Petrus Securities | P | 2016-12-31 | 2017-12-31 | $75,501 | $75,501 |
| From K-1 - Petrus Securities 1231 | P | 2016-12-31 | 2017-12-31 | -$15,798 | -$15,798 |
| From K-1 - Petrus Securities 1256 ST | P | 2017-12-31 | 2017-12-31 | -$1,724 | -$1,724 |
| From K-1 - Petrus Securities 1256 LT | P | 2016-12-31 | 2017-12-31 | -$2,585 | -$2,585 |
| From K-1 - Petrus Tactical Fund 988 Gain | P | 2016-12-31 | 2017-12-31 | $1,983 | $1,983 |
| From K-1 - Petrus Tactical Fund Swap Loss | P | 2016-12-31 | 2017-12-31 | -$110,465 | -$110,465 |
| From K-1 - Petrus Quantitative Strategies Fund 988 | P | 2016-12-31 | 2017-12-31 | -$271,203 | -$271,203 |
| From K-1 - Petrus Fund | P | 2016-12-31 | 2017-12-31 | $46,167 | $46,167 |
| From K-1 - Petrus Fund | P | 2016-12-31 | 2017-12-31 | $279,812 | $279,812 |
| From K-1 - Petrus Fund 1256 ST | P | 2016-12-31 | 2017-12-31 | -$3,524 | -$3,524 |
| From K-1 - Petrus Fund 1256 LT | P | 2016-12-31 | 2017-12-31 | -$5,285 | -$5,285 |
| From K-1 - Petrus Fund 1231 | P | 2016-12-31 | 2017-12-31 | $14,221 | $14,221 |
| From K-1 - Petrus Fund 988 | P | 2016-12-31 | 2017-12-31 | -$1,143 | -$1,143 |
| From K-1 - Petrus Securities 988 | P | 2016-12-31 | 2017-12-31 | -$312 | -$312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $487,846 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,889,135 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $72,601,840 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.122437 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,580,560 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $77,859,197 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.148737 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,290,033 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $74,102,978 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084882 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,126,019 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $63,003,335 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.240083 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,243,435 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $56,849,157 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.232957 | DistributionYr5Rt |
| Total Distribution | 0.829096 | TotalDistributionRt |
| Average Distribution | 0.165819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $66,472,475 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,022,399 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,402 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,035,801 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,683,801 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,804 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,804 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,804 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,116 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,116 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,312 | OverpaymentAmt |
| Applied To ES Tax | $14,312 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | JY Robb III | IndividualWithBooksNm |
| Phone | 9725351930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 | Yes (1) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| H Ross Perot | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | President, Director | 0.00 | $0 | $0 | $0 |
| Margot B Perot | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Carolyn P Rathjen | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Vice Pres, Exec Director | 20.00 | $36,000 | $2,160 | $0 |
| John T Walter Jr | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Secretary, Director | 0.00 | $0 | $0 | $0 |
| H Ross Perot Jr | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Nancy E Perot | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Suzanne P McGee | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Katherine P Reeves | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Bette Perot | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| J Y Robb III | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Treasurer | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Trudy Renna | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Administrative Assis | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $67,500 | CompensationAmt |
| Employee Benefits | $1,198 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation provides shelter for unrelated individuals who are officers of the Salvation Army | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | The Foundation provides assistance to unrelated indigent individuals | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | The Foundation provides assistance in obtaining medical care to unrelated military personnel, veterans and their families | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
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 | $67,439,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,484,746 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,484,746 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,012,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,472,475 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,323,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,323,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,804 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $6,207 | IncomeTaxAmt |
| Total Tax | $33,011 | TotalTaxAmt |
| Distributable Before Adj | $3,290,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,290,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,290,613 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,683,801 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,683,801 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,683,801 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,290,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,427,613 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,987,866 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,606,153 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,701,875 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,298,141 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,021,648 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,683,801 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,290,613 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,393,188 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,414,836 | 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 | $10,427,613 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,987,223 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,987,866 | ExcessFromYear4Amt |
| Excess From Year3 | $2,606,153 | ExcessFromYear3Amt |
| Excess From Year2 | $7,701,875 | ExcessFromYear2Amt |
| Excess From Year1 | $5,298,141 | ExcessFromYear1Amt |
| Excess From Current Year | $5,393,188 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H Ross Perot | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Carolyn P Rathjen | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9725351900 | RecipientPhoneNum |
| Form And Info And Materials | Please contact the named person above for details | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Please contact the named person above for details | SubmissionDeadlinesTxt |
| Restrictions On Awards | Please contact the named person above for details | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (128 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | CityRecipientForeignAddress/CityNm | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3 Bostons Museum | ||||||||||||
| PO Box 1205 | New Boston | TX | 75570 | None | Public Charity | Capital Campaign | $50,000 | |||||
| Aberg Center for Literacy | ||||||||||||
| 5100 Ross Ave | Dallas | TX | 75206 | None | Public Charity | General Fund | $15,000 | |||||
| AIDS Services of Dallas | ||||||||||||
| PO Box 4338 | Dallas | TX | 752080338 | None | Public Charity | Housing and Services for people with HIV and AIDS | $25,000 | |||||
| Allen Community Outreach | ||||||||||||
| 801 E Main Street | Allen | TX | 75002 | None | Public Charity | Provide services for the needy in Collin County | $5,000 | |||||
| Alley's House | ||||||||||||
| 4113 Junius Street | Dallas | TX | 75246 | None | Public Charity | Provides a nurturing, stable environment to help teen mothers overcome obstacles and become thriving women through counseling, innovative learning, and workforce development. | $10,000 | |||||
| American Friends of the Masterworks Foundation | ||||||||||||
| None | Public Charity | Support of the Arts | $25,000 | PO Box HM 1929 | Hamilton | BD | ||||||
| Anti-Defamation League | ||||||||||||
| 5720 LBJ Freeway Ste 120 | Dallas | TX | 75240 | None | Public Charity | Larry Schoenbrun Jurisprudence Award Honoring Carol Glandenning | $25,000 | |||||
| ARCS Metro Washington Chapter Ross & Diane Mulford Endowed Fund | ||||||||||||
| 2 Cumbernauld Court | Rockville | MD | 20850 | None | Public Charity | Advancing science and technology in the United States | $10,000 | |||||
| Army Scholarship Foundation | ||||||||||||
| 11700 Preston Road Ste 660-301 | Dallas | TX | 75230 | None | Public Charity | Scholarship fund | $5,000 | |||||
| Austin Street Center | ||||||||||||
| PO Box 710729 | Dallas | TX | 75371 | None | Public Charity | General Operation Support | $25,000 | |||||
| Ball for Eye Research UT Southwestern | ||||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | None | Public Charity | Medical research | $10,000 | |||||
| Bermuda National Trust | ||||||||||||
| None | Public Charity | To protect & promote Bermuda's Unique Natural & Cultural Heritage Forever | $2,000 | PO Box HM 61 | Hamilton | BD | ||||||
| Bermuda Zoological Society | ||||||||||||
| None | Public Charity | General Fund | $100,000 | PO Box FL 145 | Bermuda | BD | Flatts FL | |||||
| Big Thought | ||||||||||||
| 1409 South Lamar Street Suite 1015 | Dallas | TX | 75215 | None | Public Charity | To make imagination a part of everyday learning. | $250,000 | |||||
| Boy Scouts Circle Ten Council | ||||||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | None | Public Charity | Provide programs to scouts | $300,000 | |||||
| Caddo Area Council BSA | ||||||||||||
| 24 Lynwood Drive | Texarkana | TX | 75503 | None | Public Charity | Scout-o-rama 2017 donation | $1,000 | |||||
| Camp John Marc | ||||||||||||
| 2824 Swiss Ave | Dallas | TX | 75204 | None | Public Charity | Holds, manages, and invests endowment funds of special camps for special kids | $10,000 | |||||
| CASA of Denton County | ||||||||||||
| 614 N Bell Ave | Denton | TX | 76206 | None | Public Charity | To provide trained community volunteers to advocate for the best interests of abused and neglected children, and to promote community awareness about child abuse issues. | $20,000 | |||||
| CC Young Retirement Community | ||||||||||||
| 4847 West Lawther Drive Suite 100 | Dallas | TX | 75214 | None | Public Charity | A Tribute to R. Stephen Folsom | $1,000 | |||||
| Chase's Place | ||||||||||||
| 620 N Coit Rd Ste 2176 | Richardson | TX | 75080 | None | Public Charity | Support of programs to help students reach maximum potential | $5,000 | |||||
| Children's Medical Center Foundation | ||||||||||||
| 2777 Stemmons Freeway Suite 700 | Dallas | TX | 75207 | None | Public Charity | Medical research | $5,000 | |||||
| City Square | ||||||||||||
| 511 N Akard Street Ste 302 | Dallas | TX | 75201 | None | Public Charity | Fight the causes and effects of poverty through service, advocacy, and friendship. Working together as a community, we feed the hungry, heal the sick, house the homeless and renew hope in the heart of our city. | $50,000 | |||||
| Clayton Dabney Foundation for Kids with Cancer | ||||||||||||
| 6500 Greenville Ave 342 | Dallas | TX | 75206 | None | Public Charity | Provide anonymous assistance to needy families of cancer victims | $10,000 | |||||
| Colbert Project | ||||||||||||
| PO Box 818 | Rockwall | TX | 75087 | None | Public Charity | Firefighters Ball | $1,000 | |||||
| Community Partners of Dallas | ||||||||||||
| 1215 Skiles Street | Dallas | TX | 75204 | None | Public Charity | Supporting abused and neglected children | $400,000 | |||||
| Community Storehouse | ||||||||||||
| PO Box 13 | Keller | TX | 76248 | None | Public Charity | Serves at risk children with after school and summer reading programs, summer lunches, and clothing/basic needs | $10,000 | |||||
| Cornerstone Crossroads Academy | ||||||||||||
| PO Box 151062 | Dallas | TX | 75315 | None | Public Charity | Student transformation program | $20,000 | |||||
| Crystal Charity Ball | ||||||||||||
| 3838 Oak Lawn Avenue Ste L150 | Dallas | TX | 75219 | None | Public Charity | To aid, support, and make contributions and donations to charitable, religious, or educational agencies and organizations located in Dallas County, Texas which are primarily concerned with or for the care, development or welfare of children. | $5,000 | |||||
| Dallas Arboretum | ||||||||||||
| 8525 Garland Road | Dallas | TX | 75218 | None | Public Charity | To build and maintain a public venue that promotes the art, enjoyment and knowledge of horticulture, while providing opportunities for education and research | $10,000 | |||||
| Dallas Arts District Foundation | ||||||||||||
| 750 St Paul Street Ste 1150 | Dallas | TX | 75201 | None | Public Charity | To enhance the value of the citys creative and economic life by engaging artistic, educational and commercial neighbors through excellent design, practices and programs | $25,000 | |||||
| Dallas Black Dance Theatre | ||||||||||||
| 2700 Ann Williams Way | Dallas | TX | 75201 | None | Public Charity | Support of the Arts | $10,000 | |||||
| Dallas Children's Advocacy Center | ||||||||||||
| 5351 Samuell Blvd | Dallas | TX | 75228 | None | Public Charity | Support of child abuse victims | $5,000 | |||||
| Dallas Children's Theater | ||||||||||||
| 5938 Skillman | Dallas | TX | 75231 | None | Public Charity | Sustainability Campaign for capital improvements and operations | $5,000 | |||||
| Dallas Lighthouse for the Blind | ||||||||||||
| 4306 Capitol Ave | Dallas | TX | 75204 | None | Public Charity | Serves blind and vision impaired residents of North Texas | $25,000 | |||||
| Dallas Museum of Art | ||||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for art programs | $104,000 | |||||
| Dallas Office of Cultural Affairs | ||||||||||||
| 1925 Elm Street Ste 400 | Dallas | TX | 75201 | None | Public Charity | Support for the Cultural Plan for Dallas | $25,000 | |||||
| Dallas Symphony Association | ||||||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support for the performing arts | $25,000 | |||||
| Dallas Women's Foundation | ||||||||||||
| Campbell Centre II 8150 N Central | Dallas | TX | 75206 | None | Public Charity | To increase the economic security of 16,000 financially at-risk women and girls in the North Texas region, specifically by supporting focused work in the areas of child care and women's health. | $500,000 | Expressway Ste 110 | ||||
| Daughters of World War II | ||||||||||||
| 5600 Lovers Lane Ste 116 | Dallas | TX | 75209 | None | Public Charity | Provide complimentary meals for WWII Veterans | $1,000 | |||||
| Doctors Without Borders | ||||||||||||
| 333 Seventh Avenue 2nd Floor | New York | NY | 10001 | None | Public Charity | Medical and humanitarian relief | $2,500 | |||||
| DPSTF | ||||||||||||
| 5821 Airport Blvd | Austin | TX | 78752 | None | Public Charity | Serve and protect the DPS officers who serve and protect | $500 | |||||
| Educational Opportunities Inc | ||||||||||||
| 8350 N Central Expressway Suite 775 | Dallas | TX | 75206 | None | Public Charity | Offer financial assistance and mentoring support to hundreds of graduates from Dallas public schools as they pursue higher education. | $15,000 | |||||
| Family Gateway | ||||||||||||
| 600 Jackson Street | Dallas | TX | 75202 | None | Public Charity | Lead the Dallas community to end child homelessness by providing inovative and comprehensive housing, social, and educaitonal programs to homeless children and their families. | $5,000 | |||||
| Fort Worth Hope Center | ||||||||||||
| 3625 E Loop 820 S | Fort Worth | TX | 76119 | None | Public Charity | Food distribution and groceries for the needy in Fort Worth | $5,000 | |||||
| Foundation Fighting Blindness | ||||||||||||
| 1663 Steele Street Ste 607 | Denver | CO | 80206 | None | Public Charity | Make a difference for people living with retinal diseases and discover the ways you can help. | $100,000 | |||||
| Foundation for Brain Health Advances | ||||||||||||
| 2200 West Mockingbird Lane | Dallas | TX | 75235 | None | Public Charity | Medical research | $25,000 | |||||
| Friends of Naval Academy Music Inc | ||||||||||||
| PO Box 6184 | Annapolis | MD | 21401 | None | Public Charity | Provide resources to support and sustain music excellence at the Naval Academy | $10,000 | |||||
| Friends of the Dallas Police | ||||||||||||
| 3232 McKinney Ave | Dallas | TX | 75204 | None | Public Charity | Awards banquet | $2,500 | |||||
| Frontiers of Flight Museum | ||||||||||||
| 6911 Lemmon Avenue | Dallas | TX | 75209 | None | Public Charity | To create and sponsor educational programs for school and public groups in order to educate, motivate, and inspire the next generation | $25,000 | |||||
| Genesis Women's Shelter | ||||||||||||
| 4411 Lemmon Ave Ste 201 | Dallas | TX | 75219 | None | Public Charity | To provide shelter, safety, counseling,and expert services to battered women and their children | $25,000 | |||||
| George W Bush Presidential Center | ||||||||||||
| 2943 SMU Blvd | Dallas | TX | 75205 | None | Public Charity | Endowment for Native Texas Park at the Presidential Center | $25,000 | |||||
| Grant Halliburton Foundation | ||||||||||||
| 6390 LBJ Freeway Ste 106 | Dallas | TX | 75240 | None | Public Charity | Teaching people how to recognize the signs of distress or suicidal crisis in a young person and how to help lead them. | $25,000 | |||||
| Greater Dallas Veterans | ||||||||||||
| 4400 Williamsburg Road | Dallas | TX | 75220 | None | Public Charity | Support for 2017 Dallas Veterans Parade | $5,000 | |||||
| Healing Hands Ministries | ||||||||||||
| PO Box 741524 | Dallas | TX | 75374 | None | Public Charity | Medical & Dental clinic for needy | $10,000 | |||||
| Highland Park Presbyterian Church | ||||||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Religious | $100,000 | |||||
| Highland Park United Methodist Church | ||||||||||||
| 3300 Mockingbird Lane | Dallas | TX | 75205 | None | Public Charity | Religious | $250,000 | |||||
| Hope Supply Co | ||||||||||||
| 10480 Shady Trail Ste 104 | Dallas | TX | 75220 | None | Public Charity | Provide resources to homeless children in North Texas | $10,000 | |||||
| Housing Crisis Center | ||||||||||||
| 4210 Junius Street | Dallas | TX | 75246 | None | Public Charity | Program for homeless women and children to regain their financial footing and sustain themselves | $20,000 | |||||
| Interfaith Housing Coalition | ||||||||||||
| 5600 Ross Avenue | Dallas | TX | 75206 | None | Public Charity | To be the hands of Christ helping families transition from homelessness to self-sufficiency and new hope | $100,000 | |||||
| International Planned Parenthood | ||||||||||||
| 125 Maiden Lane 9th Floor | New York | NY | 100384730 | None | Public Charity | Promote women's health | $25,000 | |||||
| JDRF Greater Dallas | ||||||||||||
| 9400 N Central Expressway 1201 | Dallas | TX | 75231 | None | Public Charity | Medical research | $25,000 | |||||
| Jubilee Park and Community Center | ||||||||||||
| 907 Bank Street | Dallas | TX | 75223 | None | Public Charity | Revitalization project of a poor neighborhood near Fair Park by building a community center | $100,000 | |||||
| Junior League of Dallas | ||||||||||||
| 8003 Inwood Road | Dallas | TX | 75209 | None | Public Charity | Underwrite event benefiting children's charities | $9,000 | |||||
| KERA | ||||||||||||
| 3000 Harry Hines Boulevard | Dallas | TX | 75201 | None | Public Charity | Public broadcast of educational and news programs | $35,000 | |||||
| Klyde Warren Park | ||||||||||||
| 1909 Woodall Rogers Freeway Ste 403 | Dallas | TX | 75201 | None | Public Charity | To manage and operate Klyde Warren Park in order to provide free programming and educational opportunities for the enrichment of visitor's lives, showcase the multitude of cultures and talents Dallas has to offer, and to be a clean, safe, and active town square where citizens can congregate and create traditions. | $25,000 | |||||
| Launchability | ||||||||||||
| 801 E Plano Pkwy Ste 125 | Plano | TX | 75074 | None | Public Charity | Employment services for Dallas adults with cognitive disabilities | $10,000 | |||||
| LIFT | ||||||||||||
| 1610 S Malcolm X Blvd Ste 320 | Dallas | TX | 75226 | None | Public Charity | To enhnace lives and strengthen communities by teaching adults to read | $10,000 | |||||
| Lucile Packard Foundation for Children's Health | ||||||||||||
| 400 Hamilton Ave Ste 340 | Palo Alto | CA | 94301 | None | Public Charity | Rare Sarcoma Program Fund, in the Division of Hematology/Oncology in the Dept of Pediatrics, at the Stanford University School of Medicine | $100,000 | |||||
| Make A Wish Foundation | ||||||||||||
| 6655 Deseo | Irving | TX | 75039 | None | Public Charity | Wish Night 2017 | $10,000 | |||||
| Maureen Connally Brinker Tennis Center | ||||||||||||
| 6310 Lemmon Ave | Dallas | TX | 75209 | None | Public Charity | In memory of Nancy Jeffett | $5,000 | |||||
| Mayor's Education Programs Fund | ||||||||||||
| 3963 Maple Avenue Suite 390 | Dallas | TX | 75219 | None | Public Charity | Education fund | $10,000 | |||||
| Meals on Wheels of Collin County | ||||||||||||
| 600 N Tennessee | McKinney | TX | 75069 | None | Public Charity | Give support to Collin County seniors and individuals with disabilities, ensuring they are eating regularly while offering companionship. | $20,000 | |||||
| Mental Health America of Greater Dallas | ||||||||||||
| 624 Good Latimer Ste 200 | Dallas | TX | 75204 | None | Public Charity | To provide mental health education | $25,000 | |||||
| Monmouth Medical Center | ||||||||||||
| 300 Second Ave | Long Branch | NJ | 07740 | None | Public Charity | Medical research | $500,000 | |||||
| Museum of the American Revolution | ||||||||||||
| 123 Chestnut Street | Philadelphia | PA | 19106 | None | Public Charity | Museum support to preserve history of our nation | $210,000 | |||||
| National Alliance on Mental Health | ||||||||||||
| 6510 Abrams Road Suite 568 | Dallas | TX | 75231 | None | Public Charity | Relieve effects of severe mental illnesses | $5,000 | |||||
| New Friends New Life | ||||||||||||
| PO Box 192378 | Dallas | TX | 75219 | None | Public Charity | Support for women to escape the sex industry and make new lives for them and their children. | $25,000 | |||||
| Nexus Recovery Center | ||||||||||||
| 8733 La Prada Drive | Dallas | TX | 75228 | None | Public Charity | Provides drug treatment services to women and their children | $25,000 | |||||
| North Texas Food Bank | ||||||||||||
| 4500 S Cockrell Hill Road | Dallas | TX | 75236 | None | Public Charity | Provides access to more than 190,000 meals each day for hungry children, seniors and families through a network of more than 1,000 programs and 200 Partner Agencies in a 13-county service area. | $400,000 | |||||
| Npower | ||||||||||||
| 3 Metrotech Center Mezzanine | New York | NY | 11201 | None | Public Charity | To create pathways to economic prosperity by launching digital careers for military veterans and young adults from underserved communities | $7,500 | |||||
| On the Road Lending | ||||||||||||
| 4141 Office Parkway | Dallas | TX | 75204 | None | Public Charity | Seeks to lift the disadvantaged and working poor from poverty by providing financial education and assisting with assessing reliable transportation. | $25,000 | |||||
| Our Calling | ||||||||||||
| 1702 S Cesar Chavez Blvd | Dallas | TX | 75215 | None | Public Charity | Food program for homeless families in Dallas County | $10,000 | |||||
| Parkland Hospital Burn Unit | ||||||||||||
| 5200 Harry Hines Blvd | Dallas | TX | 75235 | None | Public Charity | Medical | $5,000 | |||||
| Pastoral Counseling and Education | ||||||||||||
| 4525 Lemmon Ave Ste 200 | Dallas | TX | 75219 | None | Public Charity | Support continuation and expansion of Trauma Treatment for Children Program | $25,000 | |||||
| Perot Museum of Nature and Science | ||||||||||||
| PO Box 151469 | Dallas | TX | 75315 | None | Public Charity | Support for capital campaign | $125,000 | |||||
| Planned Parenthood | ||||||||||||
| 7424 Greenville Ave Ste 206 | Dallas | TX | 75231 | None | Public Charity | Support of women's health | $10,000 | |||||
| Plano Children's Medical Clinic | ||||||||||||
| 1407 14th Street | Plano | TX | 75074 | None | Public Charity | Medical | $1,551 | |||||
| RISE Adaptive Sports | ||||||||||||
| PO Box 141122 | Irving | TX | 750141122 | None | Public Charity | Therapeutic recreational sports program for adults and children. | $5,000 | |||||
| Rotary Club of Dallas | ||||||||||||
| 5430 Glen Lakes Drive Suite 240 | Dallas | TX | 75231 | None | Public Charity | To provide service to others, to identify and support humanitarian projects, to promote high ethical standards, and to advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders. | $25,000 | |||||
| Salesmanship Club Charitable Golf of Dallas Inc | ||||||||||||
| 106 E 10th St Ste 200 | Dallas | TX | 75203 | None | Public Charity | Benefit Momentous Institute, that directly serves 6,000 kids and family members each year through its nationally acclaimed Momentous School, innovative therapeutic services, and research and training. | $5,000 | |||||
| Samaritan Inn | ||||||||||||
| 1725 North McDonald Street | McKinney | TX | 75071 | None | Public Charity | Homeless shelter in Collin County | $25,000 | |||||
| ScholarShort Inc | ||||||||||||
| 2904 Swiss Avenue | Dallas | TX | 75204 | None | Public Charity | Dedicated to helping at risk students complete degrees in higher education. | $25,000 | |||||
| Southwestern Diabetic Foundation | ||||||||||||
| PO Box 918 | Gainesville | TX | 76241 | None | Public Charity | Campership program | $10,000 | |||||
| Special Forces Association | ||||||||||||
| PO Box 6515 | MacDill AFB | FL | 33608 | None | Public Charity | Scholarship fund | $1,500 | |||||
| Special Programs for Aging Needs | ||||||||||||
| 1800 Malone Street | Denton | TX | 76201 | None | Public Charity | Enable people to live as fully and independently as possible by providing nutrition, transportation and other social services to seniors, people with disabilities, veterans and the public. | $10,000 | |||||
| St Phillips School and Community Center | ||||||||||||
| 1600 Pennsylvania Avenue | Dallas | TX | 75215 | None | Public Charity | Education | $100,000 | |||||
| Suicide Crisis Center of North Texas | ||||||||||||
| 2808 Swiss Avenue | Dallas | TX | 75204 | None | Public Charity | Aids in the prevention of suicide | $25,000 | |||||
| Susan G Komen Foundation | ||||||||||||
| PO Box 650309 | Dallas | TX | 75265 | None | Public Charity | Breast cancer research | $10,000 | |||||
| Texarkana Symphony Orchestra | ||||||||||||
| 2500 N Robinson Rd | Texarkana | TX | 75599 | None | Public Charity | Support for the Arts | $600 | |||||
| Texas State History Museum | ||||||||||||
| PO Box 12456 | Austin | TX | 78711 | None | Public Charity | 11th Annual Independence Day Dinner Underwriting | $10,000 | |||||
| Texas Winds Musical Outreach Inc | ||||||||||||
| 7038 Hunters Ridge Drive | Dallas | TX | 75248 | None | Public Charity | Programs for the ill health, economically disadvantaged, isolated seniors and at-risk children | $16,095 | |||||
| TexProtects | ||||||||||||
| 2904 Floyd Streetm Ste A | Dallas | TX | 75204 | None | Public Charity | To reduce and prevent child abuse and neglect through research, advocacy and education | $10,000 | |||||
| The Child Care Group | ||||||||||||
| 8585 North Stemmons Freeway Ste 500 | Dallas | TX | 75247 | None | Public Charity | Provide and promote quality child care services | $25,000 | |||||
| The David Nathan Meyerson Foundation | ||||||||||||
| 4441 Buena Vista Street | Dallas | TX | 752054118 | None | Public Charity | Memorial to Marlene Meyerson - Icahn School of Medicine at Mt Sinai for ovarian cancer research | $10,000 | |||||
| The Family Place | ||||||||||||
| PO Box 7999 | Dallas | TX | 75209 | None | Public Charity | The Family Place empowers victims of family violence by providing safe housing, counseling and skills that create independence while building community engagement and advocating for social change to stop family violence. | $200,000 | |||||
| The Global Fund for Children | ||||||||||||
| 1101 Fourteenth Street NW Suite 420 | Washington | DC | 20005 | None | Public Charity | Advance the dignity of vulnerable children and youth around the world | $100,000 | |||||
| The Salvation Army School for Officers Training | ||||||||||||
| 1032 Metropolitan Parkway | Atlanta | GA | 30310 | None | Public Charity | Provide support for officers in training | $1,000,000 | |||||
| The Salvation Army Texarkana | ||||||||||||
| 400 E 4th Street | Texarkana | TX | 71854 | None | Public Charity | Provide support for victims of domestic abuse | $50,000 | |||||
| The Salvation Army | ||||||||||||
| 8787 N Stemmons Frwy Suite 800 | Dallas | TX | 75247 | None | Public Charity | Provide Support for Victims of Domestic Violence | $1,120,000 | |||||
| The Senior Source | ||||||||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | None | Public Charity | General Fund | $25,000 | |||||
| The Stewpot | ||||||||||||
| 1835 Young Street | Dallas | TX | 75201 | None | Public Charity | Provides critical services for the homeless population in Dallas | $10,000 | |||||
| The Sweetheart Ball | ||||||||||||
| 6801 Turtle Creek Blvd | Dallas | TX | 75205 | None | Public Charity | Medical research | $25,000 | |||||
| The Wilkinson Center | ||||||||||||
| PO Box 720248 | Dallas | TX | 75372 | None | Public Charity | Provide pathways out of poverty | $25,000 | |||||
| Treasure Street | ||||||||||||
| 2222 Welborn Street | Dallas | TX | 75219 | None | Public Charity | Medical research | $25,000 | |||||
| Trinity Restoration Ministries | ||||||||||||
| 2728 Holmes St | Dallas | TX | 75215 | None | Public Charity | Program to facilitate re-entry to the community for incarcerated men | $5,000 | |||||
| Trinity River Mission | ||||||||||||
| 2600 Singleton Blvd Ste 104 | Dallas | TX | 75212 | None | Public Charity | Ensure that at-risk West Dallas students and families realize their full potential, graduate, and thrive in their community | $10,000 | |||||
| United States Air Force Academy | ||||||||||||
| 3116 Academy Drive Suite 200 | USAFA | CO | 80840 | None | Public Charity | Gen. Risner Military Scholar Fund | $350,000 | |||||
| United States Naval Academy Association | ||||||||||||
| 430 Lakewood | Fairview | TX | 75069 | None | Public Charity | Blue Chip Dinner | $550 | |||||
| United to Learn | ||||||||||||
| 1600 Viceroy Dr Ste 150 | Dallas | TX | 75235 | None | Public Charity | Grassroots neighborhood organization founded to support all of the elementary schools in the North Dallas area | $15,000 | |||||
| United Way of Grayson County | ||||||||||||
| 713 E Brockett St | Sherman | TX | 75090 | None | Public Charity | Youth development, Sustainability, Health | $10,000 | |||||
| US Capitol Historical Society | ||||||||||||
| 1911 Lorraine Ave | Allen | TX | 75002 | None | Public Charity | In honor of Sam Johnson | $1,000 | |||||
| Vail Veterans Program | ||||||||||||
| PO Box 6473 | Vail | CO | 81658 | None | Public Charity | Support of Veterans | $5,000 | |||||
| Visiting Nurse Association | ||||||||||||
| 1600 Viceroy Ste 400 | Dallas | TX | 75235 | None | Public Charity | focuses on living life to its fullest and treating patients with the dignity and respect they deserve | $77,500 | |||||
| Volunteer Now | ||||||||||||
| 2800 Live Oak Street | Dallas | TX | 75204 | None | Public Charity | Hearts of Texas Luncheon | $1,500 | |||||
| Wednesday's Child | ||||||||||||
| 2801 Swiss Ave Ste 130 | Dallas | TX | 75204 | None | Public Charity | Bring hope and healing to children in foster care | $10,000 | |||||
| West Point Association of Graduates | ||||||||||||
| 698 Mills Road | West Point | NY | 10996 | None | Public Charity | General Fund | $140,000 | |||||
| WINGS | ||||||||||||
| 2603 Inwood Road | Dallas | TX | 75235 | None | Public Charity | Address poverty by providing in-depth programs that help women become financially secure through financial coaching, employment services and income support | $250,000 | |||||
| Youth Believing in Change | ||||||||||||
| 8574 Stults Road | Dallas | TX | 75243 | None | Public Charity | After school youth program | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,457,296 | 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 | $1,059,973 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $42,382 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,421 | ExclusionAmt |
| Related Or Exempt Function Incm | $259,478 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $487,846 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $42,382 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,579,240 | ExclusionAmt |
| Related Or Exempt Function Incm | $259,478 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,881,100 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | Income reported in column (e) is tax exempt interest income and excluded from gross income by Code Section 103. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | H Ross Perot | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,232,440 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in Petrus Short Term Fund | AT COST | $44,639,990 | $44,741,546 |
| Investment in Petrus Securities | AT COST | $4,324,964 | $4,532,235 |
| Investment in Petrus Quantitative Strategies Fund | AT COST | $3,818,843 | $3,641,720 |
| Investment in Petrus Special Situations Fund | AT COST | $2,242,989 | $2,421,307 |
| Investment in Petrus Tactical Fund | AT COST | $476,141 | $738,163 |
| Investment in Petrus Dividend Basket | AT COST | $2,316,457 | $2,844,504 |
| Investment in Petrus Fund | AT COST | $8,630,430 | $9,440,090 |
| Investment in Petrus Yield Opportunity Fund | AT COST | $6,568,590 | $6,141,289 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Expenses | CategoryTxt |
| Legal Fees | $990 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $990 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Russian Space Artifacts at Cost | Desc |
| BOY Book Value | $4,190,768 | BOYBookValueAmt |
| EOY Book Value | $4,190,768 | EOYBookValueAmt |
| EOYFMV | $4,190,768 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance Expense | $2,127 | $0 | $2,127 |
| Bank Charges | $589 | $589 | $0 |
| Other Expenses | $1,138 | $0 | $1,138 |
| Telephone & Utilities | $172 | $0 | $172 |
| From K-1 - Petrus Short Term Fund LP | $34,938 | $34,938 | $0 |
| From K-1 - Petrus Quantitative Strategies Fund | $13,112 | $13,112 | $0 |
| From K-1 - Petrus Securities LP | $20,968 | $20,968 | $0 |
| Maintenance | $2,174 | $0 | $2,174 |
| From K-1 - Petrus Special Situations Fund | $13,853 | $13,853 | $0 |
| From K-1 - Petrus Fund | $109,394 | $109,394 | $0 |
| From K-1 - Petrus Tactical Fund | $9,016 | $9,016 | $0 |
| From K-1 - Petrus Yield Opportunity Fund | $24,227 | $24,227 | $0 |
| From K-1 - Petrus Dividend Basket | $10,020 | $10,020 | $0 |
| Nondeductible expenses | $482 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| From K-1 - Petrus Quantitative Strategies Fund Other Income | -$17,003 | -$17,003 | -$17,003 |
| From K-1 - Petrus Special Situations Fund Other Income | $3,513 | $3,513 | $3,513 |
| Other Income - Petrus Short Term Fund | $1,516 | $1,516 | $1,516 |
| From K-1 - Petrus Securities Tax Exempt Interest | $666 | $0 | $666 |
| From K-1 - Petrus Tactical Fund Tax Exempt Interest | $2,084 | $0 | $2,084 |
| From K-1 - Petrus Special Situations Fund Tax Exempt Interest Income | $1,166 | $0 | $1,166 |
| From K-1 - Petrus Yield Opportunity Fund Tax Exempt Interst Income | $28,558 | $0 | $28,558 |
| From K-1 - Petrus Short Term Fund Tax Exempt Interest Income | $220,393 | $0 | $220,393 |
| From K-1 - Petrus Dividend Basket Tax Exempt Interest Income | $325 | $0 | $325 |
| From K-1 - Petrus Yield Opportunity Fund Other Portfolio Income | $20,206 | $20,206 | $20,206 |
| From K-1 - Petrus Quantitative Strategies Fund Tax Exempt Interest | $4,647 | $0 | $4,647 |
| From K-1 - Petrus Tactical Fund Other Portfolio Income | $100 | $100 | $100 |
| From K-1 - Petrus Dividend Basket Other income | $2 | $2 | $2 |
| From K-1 - Petrus Securities Other Income | $13,357 | $13,357 | $13,357 |
| From K-1 - Petrus Fund LP | $9,730 | $9,730 | $9,730 |
| From K-1 - Petrus Fund LP Tax exempt interest | $1,639 | $0 | $1,639 |
| UBTI reported on Form 990-T | $42,382 | $0 | $42,382 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax difference | Desc |
| Amt | $6,544 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tax on Net Investment Income | $32,963 | $0 | $0 |
| Property Taxes | $2,229 | $0 | $2,229 |
| Payroll Taxes | $7,713 | $0 | $7,713 |
| Foreign Taxes - PETS | $272 | $272 | $0 |
| Foreign Taxes - Petrus Dividend Basket | $710 | $710 | $0 |
| State taxes | $873 | $0 | $0 |
| Foreign Taxes - PQSF | $19 | $19 | $0 |
| Foreign Taxes - PFND | $1,925 | $1,925 | $0 |
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