BETA

LEE ANN AND STEVEN VAN AMBURGH FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LEE ANN AND STEVEN VAN AMBURGH FOUNDATION (EIN 81-0940796)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201823189349102052
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T12:40:50-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752393478PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITLEY PENN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18343 DOUGLAS AVENUE STE 400AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810940796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEE ANN AND STEVEN VAN AMBURGHBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEEABusinessNameControlTxt
Phone2146967827PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13945 MARQUETTE STAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN VAN AMBURGHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2146967827PhoneNum
Signature2018-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER MOOREPreparerPersonNm
PTINP01224948PTIN
Phone2143939300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.0.230.112IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-08IPDt
IP Tm21:19:51IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4B5B50489232FC285D498B6E23FEEB827DEAB140AtSubmissionCreationDeviceId
At Submission Filing Device Id4B5B50489232FC285D498B6E23FEEB827DEAB140AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,038,431FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$236InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$236InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$30,597DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,597DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$711NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$47,936GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$540OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$540OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$30,662TotalRevAndExpnssAmt
Total Net Invst Incm$31,373TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,573AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,573AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,068OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,068OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$205OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$205OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,846TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,846TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,296TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,846TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$58,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,634ExcessRevenueOverExpensesAmt
Net Investment Income$24,527NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,000,003CashBOYAmt
Cash EOY$81,969CashEOYAmt
Cash EOYFMV$81,969CashEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$778,453CorporateStockEOYAmt
Corporate Stock EOYFMV$848,215CorporateStockEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$104,535OtherInvestmentsEOYAmt
Other Investments EOYFMV$107,835OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$412OtherAssetsEOYAmt
Other Assets EOYFMV$412OtherAssetsEOYFMVAmt
Total Assets BOY$1,000,003TotalAssetsBOYAmt
Total Assets EOY$965,369TotalAssetsEOYAmt
Total Assets EOYFMV$1,038,431TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,000,003RetainedEarningBOYAmt
Retained Earning EOY$965,369RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,000,003TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$965,369TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,000,003TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$965,369TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,000,003TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,634ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$965,369SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$965,369TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BRIGHTHOUSE FINL INC REGP2017-01-102017-09-05$2,216$2,616-$400-$400
LOCKHEED MARTIN CORPP2017-01-102017-09-05$7,264$6,173$1,091$1,091
PPL CORPORATIONP2017-01-102017-12-20$22,651$23,941-$1,290-$1,290
THOMSON REUTERS CORPP2017-01-102017-12-12$15,805$15,917-$112-$112
FieldValueIRS element (for citing)
Capital Gain Net Income-$711CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$82,084NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$1,010,540NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$245NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$245AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$58,450QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$245InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$245SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$245TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$245TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVEN VAN AMBURGHIndividualWithBooksNm
Phone2146967827PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13945 MARQUETTE STAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN VAN AMBURGH
3945 MARQUETTEDALLASTX75225PRESIDENT1.00$0$0$0
LEE ANN VAN AMBURGH
3945 MARQUETTEDALLASTX75225VICE-PRESIDENT/SECRETARY1.00$0$0$0
SAM PACE VAN AMBURGH
3945 MARQUETTEDALLASTX75225DIRECTOR0.00$0$0$0
KATHERINE THOMPSON
3945 MARQUETTEDALLASTX75225DIRECTOR0.00$0$0$0
PETER JARRETT VAN AMBURGH
3945 MARQUETTEDALLASTX75225DIRECTOR0.00$0$0$0
JOHN WAGNER
8343 DOUGLAS AVE STE 400DALLASTX75225DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$886,345AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$139,584AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,025,929TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,025,929AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,389CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,010,540NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,527MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,527MinimumInvestmentReturnAmt
Tax Based On Investment Income$245TaxBasedOnInvestmentIncomeAmt
Total Tax$245TotalTaxAmt
Distributable Before Adj$50,282DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,282DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,282DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,450ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$58,450QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$245PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$58,205AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,282DistributableAsAdjustedAmt
Undistributed Income PY$4,104UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$58,450QualifyingDistributionsAmt
Applied To Year1$4,104AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,282AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,064RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,064TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,064ExcessDistriCyovToNextYrAmt
Excess From Current Year$4,064ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN VAN AMBURGHContributingManagerNm
Contributing ManagerLEE ANN VAN AMBURGHContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEVEN VAN AMBURGHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13945 MARQUETTE STAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2146967827RecipientPhoneNum
Form And Info And Materials1. THE REQUEST FOR THE GRANT SHOULD BE RECEIVED ON THE ORGANIZATION'S LETTERHEAD AND SIGNED BY A MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS OR AN OFFICER OF THE ORGANIZATION. 2. THE LETTER SHOULD CONTAIN THE FOLLOWING INFORMATION: I. SPECIFIC INFORMATION RELATED TO THE DESIRED USE OF THE GRANT, II. A COPY OF THE ORGANIZATION'S CHARTER AND BY-LAWS, AND III. A COPY OF THE ORGANIZATION'S EXEMPTION LETTER FROM THE IRS, INCLUDING THE MOST RECENT FINANCIAL STATEMENT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsAPPLICATIONS ACCEPTED FROM 501(C)(3) ORGANIZATIONS ONLY.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
TURNER 12
PO BOX 151363DALLASTX75315OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,500
24 HOUR CLUB
4636 ROSS AVENUEDALLASTX75204OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$10,000
CLAYTON DABNEY
6500 GREENVILLE AVENUE SUITE 342DALLASTX75206OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$10,000
FAMILY PLACE
PO BOX 7999DALLASTX75209OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$10,000
BONTON FARMS
2612 VALENTINE STDALLASTX75215OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,500
MANE GAIT
3160 N CUSTER RDMCKINNEYTX75071OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,950
COALITION FOR HOMELESS
4747 VILLAGE FAIR DR SUITE 108BDALLASTX75224OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,500
DIRECT RELIEF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,500
BYNUM SCHOOL
PO BOX 80175MIDLANDTX79708OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$2,500
AKOLA PROJECT
2111 COMMERCE STREETDALLASTX75201OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$3,000
CISTERCIAN ABBEY
3550 CISTERCIAN ROADIRVINGTX75039OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$5,000
BAYLOR HEALTH CARE FDN
3600 GASTON AVENUE BARNETT TOWERDALLASTX75246OTHER PUBLIC CHARITYTO SUPPORT RECIPIENT'S CHARITABLE PURPOSE$5,000SUITE 100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,450TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$236ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,597ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$540ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$711ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$30,662ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,662TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$1,573Amt
Net Investment Income$1,573NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY ACCOUNT IN MERRILL LYNCHStockNm
EOY Book Value$778,453EOYBookValueAmt
EOYFMV$848,215EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUND ACCOUNT IN MERRILL LYNCHCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$104,535BookValueAmt
EOYFMV$107,835EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDISTRIBUTIONS RECEIVABLEDesc
EOY Book Value$412EOYBookValueAmt
EOYFMV$412EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE FEE$33$33$0
FOREIGN TAXES PAID$172$172$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMERRILL LYNCH - LTCG DISTRIBUTIONDesc
Revenue And Expenses Per Books$540RevenueAndExpensesPerBooksAmt
Net Investment Income$540NetInvestmentIncomeAmt
Adjusted Net Income$540AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINV ADVISORY FEESCategoryTxt
Amt$5,068Amt
Net Investment Income$5,068NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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