CHARLES S & RUTH C SHARP FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES S & RUTH C SHARP FOUNDATION INC (EIN 75-6045366)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-06
- IRS object ID
- 201810969349100311
- Schema version
- 2017v2.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-06T10:52:33-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752009214 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLA MARLOWE COUTANT & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8150 N CENTRAL EXPRESSWAY STE 1620 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752061986 | 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 | 756045366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH C AND CHARLES S SHARP FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 9722216202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 COLE AVE LB 24 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH ALTSHULER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9722216202 | PhoneNum |
| Signature | 2018-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES P MARLOWE | PreparerPersonNm |
| PTIN | P00542466 | PTIN |
| Phone | 2143738117 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,066,502 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $660 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $660 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $446,527 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,766,246 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $446,527 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $183,384 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $183,384 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $684,221 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $684,221 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $33,916 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $33,916 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,037 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,299 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,738 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,184 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,184 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,916 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,321 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,595 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,535 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,528 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,118 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,339 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,777 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,925,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,925,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,030,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,339 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,970,427 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,346,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $623,882 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,521 | CashBOYAmt |
| Cash EOY | $345,184 | CashEOYAmt |
| Cash EOYFMV | $345,194 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $893,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $264,493 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $264,493 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $699 | AcctRcvblAmt |
| Acct Rcvbl BOY | $302 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $699 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $699 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $399,379 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $743,910 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $745,310 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,770,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,713,636 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,399,568 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $134,945 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $135,377 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $495,208 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $91,465 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $165,072 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,644 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,789 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,789 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,661,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,305,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,066,502 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,249 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,249 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,660,065 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,303,872 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,660,065 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,303,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,661,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,305,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,660,065 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,346,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,313,518 | SubtotalAmt |
| Other Decreases | $9,646 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,303,872 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 1674 ABB LTD | 2017-02-13 | $38,322 | $34,403 | $3,919 | $3,919 |
| 700 ABB LTD | 2017-03-27 | $16,338 | $14,386 | $1,952 | $1,952 |
| 333 ABB LTD | 2017-04-10 | $7,696 | $6,844 | $852 | $852 |
| 262 ABB LTD | 2017-05-11 | $6,419 | $5,384 | $1,035 | $1,035 |
| 126 ALPHABET INC C | 2017-01-09 | $101,379 | $32,159 | $69,220 | $69,220 |
| 118 ALPHABET INC C | 2017-02-13 | $96,559 | $30,117 | $66,442 | $66,442 |
| 145 APPLE INC | 2017-01-09 | $17,259 | $9,716 | $7,543 | $7,543 |
| 563 APPLE INC | 2017-01-27 | $68,670 | $37,110 | $31,560 | $31,560 |
| 237 APPLE INC | 2017-02-13 | $31,665 | $15,544 | $16,121 | $16,121 |
| 400 APPLE INC | 2017-03-27 | $56,434 | $26,235 | $30,199 | $30,199 |
| 145 APPLE INC | 2017-04-10 | $20,820 | $9,510 | $11,310 | $11,310 |
| 59 APPLE INC | 2017-09-06 | $9,494 | $3,870 | $5,624 | $5,624 |
| 265 BRISTOL MYERS SQUIBB CO | 2017-05-11 | $14,582 | $12,757 | $1,825 | $1,825 |
| 153 CHECK POINT SOFTWARE TECH LTD | 2017-01-27 | $15,162 | $4,547 | $10,615 | $10,615 |
| 632 CHECK POINT SOFTWARE TECH LTD | 2017-02-13 | $63,856 | $18,784 | $45,072 | $45,072 |
| 235 CHECK POINT SOFTWARE TECH LTD | 2017-04-10 | $24,287 | $6,985 | $17,302 | $17,302 |
| 129 CHECK POINT SOFTWARE TECH LTD | 2017-09-07 | $14,382 | $3,834 | $10,548 | $10,548 |
| 405 DELL TECHNOLOGIES INC | 2017-02-13 | $26,405 | $19,116 | $7,289 | $7,289 |
| 379 DELL TECHNOLOGIES INC | 2017-04-10 | $23,298 | $15,529 | $7,769 | $7,769 |
| 341 DELL TECHNOLOGIES INC | 2017-04-10 | $22,130 | $16,095 | $6,035 | $6,035 |
| 4000 ENTERPRISE PRODS PARTNERS LP | 2017-01-09 | $109,476 | $46,390 | $63,086 | $63,086 |
| 2957 ENTERPRISE PRODS PARTNERS LP | 2017-02-13 | $84,579 | $33,440 | $51,139 | $51,139 |
| 2000 ENTERPRISE PRODS PARTNERS LP | 2017-03-27 | $53,756 | $22,904 | $30,852 | $30,852 |
| 3000 ENTERPRISE PRODS PARTNERS LP | 2017-04-10 | $83,966 | $34,394 | $49,572 | $49,572 |
| 10700 FITBIT INC | 2017-01-27 | $76,826 | $142,017 | -$65,191 | -$65,191 |
| 511 GILEAD SCIENCES INC | 2017-02-13 | $34,537 | $47,803 | -$13,266 | -$13,266 |
| 505 GILEAD SCIENCES INC | 2017-04-10 | $33,655 | $47,242 | -$13,587 | -$13,587 |
| 675 GILEAD SCIENCES INC | 2017-05-11 | $44,624 | $62,186 | -$17,562 | -$17,562 |
| 1300 INOVALON HLDGS INC | 2017-04-10 | $16,218 | $21,840 | -$5,622 | -$5,622 |
| 1547 INOVALON HLDGS INC | 2017-09-07 | $21,709 | $25,976 | -$4,267 | -$4,267 |
| 437 LAS VEGAS SANDS CORP | 2017-02-13 | $23,134 | $23,988 | -$854 | -$854 |
| 265 LAS VEGAS SANDS CORP | 2017-04-10 | $14,747 | $14,546 | $201 | $201 |
| 250 LAS VEGAS SANDS CORP | 2017-05-11 | $14,390 | $13,723 | $667 | $667 |
| 1047 MATTEL INC | 2017-02-13 | $26,919 | $28,540 | -$1,621 | -$1,621 |
| 75 MATTEL INC | 2017-04-10 | $1,886 | $2,044 | -$158 | -$158 |
| 5178 MATTELL INC | 2017-09-19 | $78,171 | $141,148 | -$62,977 | -$62,977 |
| 140 MONSANTO CO | 2017-01-09 | $15,149 | $14,308 | $841 | $841 |
| 339 MONSANTO CO | 2017-01-27 | $37,224 | $34,645 | $2,579 | $2,579 |
| 940 MOSAIC CO | 2017-01-09 | $28,716 | $39,676 | -$10,960 | -$10,960 |
| 863 MOSAIC CO | 2017-01-27 | $27,119 | $36,426 | -$9,307 | -$9,307 |
| 207 MOSAIC CO | 2017-02-13 | $7,085 | $8,737 | -$1,652 | -$1,652 |
| 300 MOSAIC CO | 2017-04-10 | $8,684 | $12,663 | -$3,979 | -$3,979 |
| 1228 NOBLE ENERGY INC | 2017-02-13 | $46,926 | $7,805 | $39,121 | $39,121 |
| 450 NOBLE ENERGY INC | 2017-04-10 | $15,965 | $2,838 | $13,127 | $13,127 |
| 1950 QUALCOMM INC | 2017-01-09 | $129,004 | $3,593 | $125,411 | $125,411 |
| 142 QUALCOMM INC | 2017-02-13 | $7,767 | $262 | $7,505 | $7,505 |
| 300 QUALCOMM INC | 2017-04-10 | $16,959 | $394 | $16,565 | $16,565 |
| 413 SCHLUMBERGER LTD | 2017-02-13 | $33,747 | $32,323 | $1,424 | $1,424 |
| 200 SCHLUMBERGER LTD | 2017-03-27 | $15,401 | $15,486 | -$85 | -$85 |
| 800 SCHLUMBERGER LTD | 2017-04-10 | $63,035 | $61,946 | $1,089 | $1,089 |
| 2200 SKECHERS USA INC | 2017-01-09 | $55,025 | $63,187 | -$8,162 | -$8,162 |
| 6700 SKECHERS USA INC | 2017-01-27 | $168,386 | $179,646 | -$11,260 | -$11,260 |
| 250 TEVA PHARMACEUTICAL INDS LTD | 2017-01-09 | $8,780 | $12,822 | -$4,042 | -$4,042 |
| 250 TEVA PHARMACEUTICAL INDS LTD | 2017-01-09 | $8,780 | $13,446 | -$4,666 | -$4,666 |
| 2950 TEVA PHARMACEUTICAL INDS LTD | 2017-01-27 | $101,965 | $151,300 | -$49,335 | -$49,335 |
| 2700 TEVA PHARMACEUTICAL INDS LTD | 2017-01-27 | $93,324 | $131,007 | -$37,683 | -$37,683 |
| 313 TWENTY-FIRST CENTY FOX INC | 2017-01-27 | $9,738 | $8,513 | $1,225 | $1,225 |
| 868 TWENTY-FIRST CENTY FOX INC | 2017-02-13 | $25,728 | $23,609 | $2,119 | $2,119 |
| 365 TWENTY-FIRST CENTY FOX INC | 2017-04-10 | $11,388 | $9,928 | $1,460 | $1,460 |
| 201000 UNITED STATES TREAS BILL DTD 09/15/16 DUE 09/14/17 | 2017-01-09 | $199,988 | $199,988 | $0 | $0 |
| 201000 UNITED STATES TREAS BILL DTD 12/08/16 DUE 12/07/17 | 2017-01-09 | $199,392 | $199,392 | $0 | $0 |
| 192 XYLEM INC | 2017-02-13 | $9,264 | $6,266 | $2,998 | $2,998 |
| 350 XYLEM INC | 2017-03-27 | $17,129 | $11,423 | $5,706 | $5,706 |
| 214 XYLEM INC | 2017-04-10 | $10,828 | $6,984 | $3,844 | $3,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $446,527 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,996,131 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,864,605 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.380964 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,966,816 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,093,769 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.357572 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,748,712 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,142,075 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.133062 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,630,373 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,865,457 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.126725 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,142,609 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,130,742 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087018 | DistributionYr5Rt |
| Total Distribution | 1.085341 | TotalDistributionRt |
| Average Distribution | 0.217068 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,762,337 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,250,819 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,239 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,257,058 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,970,427 | 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 | $6,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,855 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,855 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $390 | TaxDueAmt |
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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENN DAVIS MCFARLAND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2148712772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 COLE AVE STE 504 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RUTH SHARP ALTSHULER | ||||||||
| LB 24 2626 COLE AVE | DALLAS | TX | 75204 | PRESIDENT & DIRECTOR | 4.00 | $0 | $0 | $0 |
| SALLY S HARRIS | ||||||||
| LB 24 2626 COLE AVE | DALLAS | TX | 75204 | VICE PRESIDENT & DIRECTOR | 4.00 | $0 | $0 | $0 |
| SUSAN F SHARP | ||||||||
| LB 24 2626 COLE AVE | DALLAS | TX | 75204 | DIRECTOR | 4.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,055,496 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $794,592 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,850,088 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,850,088 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,762,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $288,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $288,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,239 | TotalTaxAmt |
| Distributable Before Adj | $281,878 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $281,878 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $281,878 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,970,427 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,970,427 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,239 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,964,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $281,878 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $492,229 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,019,289 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,118,405 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,445,416 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,614,611 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,689,950 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,970,427 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $281,878 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,688,549 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,378,499 | 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 | $492,229 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,886,270 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,019,289 | ExcessFromYear4Amt |
| Excess From Year3 | $1,118,405 | ExcessFromYear3Amt |
| Excess From Year2 | $3,445,416 | ExcessFromYear2Amt |
| Excess From Year1 | $2,614,611 | ExcessFromYear1Amt |
| Excess From Current Year | $1,688,549 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 4DWN PROJECT INC | ||||||||
| 2117 S ERVAY ST | DALLAS | TX | 75215 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| AMERICAN FOUNDATION FOR THE BLIND CENTER ON VISION LOSS | ||||||||
| 2 PENN PLAZA STE 1102 | NEW YORK | NY | 10121 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| AMERICAN RED CROSS | ||||||||
| 4800 HARRY HINES BLVD | DALLAS | TX | 75235 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| ANITA MARTINEZ BALLET FOLKORIECO | ||||||||
| 4422 LIVE OAK ST | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| AT&T PERFORMING ARTS CENTER | ||||||||
| 2403 FLORA ST STE 500 | DALLAS | TX | 01230 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $7,500 | |
| BROTHER BILLS HELPING HAND | ||||||||
| 3906 N WESTMORELAND RD | DALLAS | TX | 75212 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| CALLIER CARES CENTER | ||||||||
| 1966 INWOOD RD | DALLAS | TX | 75235 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $25,000 | |
| CAMP SUMMIT | ||||||||
| 17210 CAMPBELL RD STE 180 | DALLAS | TX | 75252 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,400 | |
| CHILDRENS MEDICAL CENTER FOUNDATION | ||||||||
| 2777 STEMMONS FWY STE 700 | DALLAS | TX | 75207 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,500 | |
| CROW COLLECTION OF ASIAN ART | ||||||||
| 2010 FLORA ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| CRYSTAL CHARITY BALL | ||||||||
| 30 1/2 HIGHLAND PARK VILLAGE STE | DALLAS | TX | 75205 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $15,000 | 206 |
| DALLAS ARBORETUM | ||||||||
| 8525 GARLAND RD | DALLAS | TX | 75218 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,500 | |
| DALLAS BAPTIST UNIVERSITY | ||||||||
| 3000 MONUTAIN CRREK PKY | DALLAS | TX | 75211 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| DALLAS CASA | ||||||||
| 2757 SWISS AVE | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| DALLAS CHILDREN'S ADVOCACY | ||||||||
| 5351 SAMUEL BLVD | DALLAS | TX | 75228 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $15,000 | |
| DALLAS FURNITURE BANK | ||||||||
| 1417 UPFIELD DR | CARROLLTON | TX | 75006 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| DALLAS HERITAGE VILLAGE | ||||||||
| 1515 HARWOOD ST | DALLAS | TX | 75215 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,250 | |
| DALLAS HISTORICAL SOCIETY | ||||||||
| 3939 GRAND AVE | DALLAS | TX | 75210 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| DALLAS MUSEUM OF ART | ||||||||
| 1717 N HARWOOD ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $15,000 | |
| DALLAS SYMPHONY ORCHESTRA | ||||||||
| 2301 FLORA ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| DALLAS THEATER CENTER | ||||||||
| 2400 FLORA ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| DALLAS WOMEN'S CLUB FOUNDATION | ||||||||
| 8150 N CENTRAL EXPY | DALLAS | TX | 75206 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| DALLAS WOMEN'S FORUM | ||||||||
| 4607 ROSS AVE | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $550 | |
| EQUEST | ||||||||
| 3800 TROY RD | WYLIE | TX | 75098 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| FAMILY GATEWAY | ||||||||
| 600 JACKSON ST | DALLAS | TX | 75202 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| FRIENDS OF AMERICAN UNIVERSITY AFGHANISTAN | ||||||||
| 1901 PENNSYLVANIA AVE NW STE 207 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| FRIENDS OF DALLAS POLICE DEPARTMENT | ||||||||
| 12455 WOOD MANOR CR | DALLAS | TX | 75234 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| FRIENDS OF FAIR PARK | ||||||||
| 1121 1ST AVE | DALLAS | TX | 75210 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,250 | |
| FRIENDS OF KERA | ||||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $7,500 | |
| GENESIS WOMEN'S SHELTER | ||||||||
| 4411 LEMMON AVE STE 201 | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| GOODWILL INDUSTRIES OF DALLAS | ||||||||
| 3020 N WESTMORELAND RD | DALLAS | TX | 75212 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| HIGHLAND PARK UNITED METHODIST CHURCH | ||||||||
| 3300 MOCKINGBIRD LN | DALLAS | TX | 75205 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $50,000 | |
| IN-SYNC EXOTICS | ||||||||
| PO BOX 968 | WYLIE | TX | 75098 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $80,000 | |
| INTERNATIONAL RESCUE COMMITTEE IN DALLAS | ||||||||
| 6500 GREENVILLE AVE STE 500 | DALLAS | TX | 75206 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $50,000 | |
| JR LEAGUE OF DALLAS | ||||||||
| 8003 INWOOD RD | DALLAS | TX | 75209 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $8,100 | |
| JULIETTE FOWLER COMMUNITIES | ||||||||
| 1234 ABRAMS RD | DALLAS | TX | 75214 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| KUSHI INSTITUTE | ||||||||
| 198 LELAND RD | BECKET | MA | 01223 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | -$1,000 | |
| MEADOWS MUSEUM | ||||||||
| 5400 BISHOP BLVD | DALLAS | TX | 75205 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| MENTAL HEALTH AMERICA OF GREATER DALLAS | ||||||||
| 624 N GOOD LATIMER EXPY | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| METHODIST HEALTH SYSTEMS FOUNDATION | ||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| NAMI DALLAS | ||||||||
| 2812 SWISS AVE | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| NASHER SCULPTURE CENTER | ||||||||
| 2001 FLORA ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| NEW FRIENDS NEW LIFE | ||||||||
| PO BOX 192378 | DALLAS | TX | 75209 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $100 | |
| NOTRE DAME SCHOOL | ||||||||
| 2018 ALLEN ST | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| ORCHARD THEATRE | ||||||||
| 128 E EXCHANGE AVE | FT WORTH | TX | 76164 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $50,000 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVE STE 200 | MANHATTAN BEACH | CA | 90266 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,000 | |
| PHI BETA PHI FOUNDATION | ||||||||
| 1154 TOWN COUNTRY COMMON DR | TOWN COUNTRY | MO | 63017 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,700 | |
| RESOURCE CENTER DALLAS FOUNDATION | ||||||||
| 2701 REAGAN ST | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $7,500 | |
| RONALD MCDONALD HOUSE OF DALLAS | ||||||||
| 4707 BENGAL ST | DALLAS | TX | 75235 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| SALVATION ARMY | ||||||||
| 8787 N STEMMONS FWY STE 800 | DALLAS | TX | 75247 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $25,000 | |
| SALVATION ARMY ECHELON | ||||||||
| 8787 N STEMMONS FWY STE 800 | DALLAS | TX | 75247 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| SALVATION ARMY WOMEN'S AUXILIARY | ||||||||
| PO BOX 36026 | DALLAS | TX | 75235 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| SOUTHERN METHODIST UNIVERSITY ALBERT SCHWEITZER FELLOWSHIP | ||||||||
| 6425 BOAZ LN | DALLAS | TX | 75205 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| SOUTHWESTERN MEDICAL FOUNDATION | ||||||||
| 3889 MAPLE AVE STE 100 | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| ST JAMES PLACE | ||||||||
| 352 MAIN ST | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,330,000 | |
| SUICIDE & CRISIS CENTER OF NORTH TEXAS | ||||||||
| 2808 SWISS AVE | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| T BAR M RACQUET CLUB | ||||||||
| 6060 DILBECK LN | DALLAS | TX | 75240 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,800 | |
| TEXAS APPLESEED | ||||||||
| 1609 SHOAL CREEK STE 201 | AUSTIN | TX | 78701 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| TEXAS STATE HISTORY MUSEUM FOUNDATION | ||||||||
| 1700 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $15,000 | |
| THE FAMILY PLACE | ||||||||
| 11722 MARSH LN STE 354 | DALLAS | TX | 75229 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| THE MOUNT | ||||||||
| 2 PLUNKETT ST | LENOX | MA | 01240 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,500 | |
| THE SENIOR SOURCE | ||||||||
| 3910 HARRY HINE BLVD | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| THE SM WRIGHT FOUNDATION | ||||||||
| 9213 SOVEREIGN ROW | DALLAS | TX | 75247 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| TRINITY LIME ROCK EPISCOPAL CHURCH | ||||||||
| 484 LIME ROCK RD | LAKEVILLE | CT | 06039 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $4,000 | |
| UNITED WAY OF METROPOLITION DALLAS | ||||||||
| 1800 N LAMAR ST | DALLAS | TX | 75202 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $25,000 | |
| VOLUNTEER CENTER OF NORTH TEXAS | ||||||||
| 2800 LIVE OAK ST | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| WILKINSON CENTER | ||||||||
| 5200 BRYAN ST | DALLAS | TX | 75206 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $7,500 | |
| WOODROW WILSON HIGH SCHOOL CHIOR | ||||||||
| 100 S GLASGOW AVE | DALLAS | TX | 75214 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,925,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $660 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,650 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $180,297 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,087 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $446,527 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $180,297 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $503,924 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $684,221 | TotalIncomeProducingActyAmt |
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 | $11,037 | Amt |
| Net Investment Income | $8,299 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,738 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US CORPORATE BONDS | BondNm |
| EOY Book Value | $134,945 | EOYBookValueAmt |
| EOYFMV | $135,377 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US CORPORATE SECURITIES | StockNm |
| EOY Book Value | $1,713,636 | EOYBookValueAmt |
| EOYFMV | $3,399,568 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $743,910 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $745,310 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FOREIGN CORPORATE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $91,465 | BookValueAmt |
| EOYFMV | $165,072 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX DEPOSITS | Desc |
| BOY Book Value | $16,644 | BOYBookValueAmt |
| EOY Book Value | $10,789 | EOYBookValueAmt |
| EOYFMV | $10,789 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION TO BASIS FOR QUALCOMM 2016 NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $9,646 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $4,530 | $0 | $4,528 |
| OFFICE SERVICES | $1,000 | $0 | $1,000 |
| INVESTMENT EXPENSES | $6,535 | $6,535 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PASS-THROUGH INVESTMENTS | $180,297 | $180,297 | $180,297 |
| PIONEER NATURAL RESRC USA INC, NET | $2,693 | $2,693 | $2,693 |
| OTHER MISCELLANEOUS INCOME | $394 | $394 | $394 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANGEMENT FEES | CategoryTxt |
| Amt | $39,184 | Amt |
| Net Investment Income | $39,184 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES PAID ON FOREIGN INVESTMENT INCOME | $422 | $422 | $0 |
| EXCISE TAX | $5,855 | $5,855 | $0 |
| PAYROLL TAXES | $2,595 | $0 | $2,595 |
| PROPERTY TAXES | $44 | $44 | $0 |
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