BETA

THE PAULOS FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE PAULOS FOUNDATION (EIN 75-2353196)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201811359349100126
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T07:40:11-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN750786316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEAVER AND TIDWELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112221 MERIT DRIVE SUITE 1400AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752353196EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAULOS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone2146926122PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16708 ASHBROOK DRIVEAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76132ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFLORA BREWERPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone2146926122PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN W REEVESPreparerPersonNm
PTINP01248048PTIN
Phone9724901970PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,827,259FMVAssetsEOYAmt
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$108InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$108InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$95,461DividendsRevAndExpnssAmt
Dividends Net Invst Incm$95,461DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$210,776GrossRentsRevAndExpnssAmt
Net Rental Income Or Loss-$54,069NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$117,946NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$359,978GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$117,946CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,162OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$428,453TotalRevAndExpnssAmt
Total Net Invst Incm$213,515TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$290LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$145LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$145LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,600AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,691TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,691TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$49,664DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$215,691OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$502OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$215,189OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$279,536TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,938TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$220,934TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$483,616ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$483,616ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$763,152TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,938TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$704,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$334,699ExcessRevenueOverExpensesAmt
Net Investment Income$204,577NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,147,020SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,060,200SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,060,200SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$925AcctRcvblAmt
Acct Rcvbl BOY$3,087AcctRcvblBOYAmt
Acct Rcvbl EOY$925AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$925AcctRcvblEOYFMVAmt
Other Investments BOY$2,493,448OtherInvestmentsBOYAmt
Other Investments EOY$2,279,386OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,444,240OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,383,846LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$74,476LandBldgEquipAccumDeprecAmt
Land BOY$1,339,806LandBOYAmt
Land EOY$1,309,370LandEOYAmt
Land EOYFMV$1,309,370LandEOYFMVAmt
Other Assets BOY$10,455OtherAssetsBOYAmt
Other Assets EOY$12,524OtherAssetsEOYAmt
Other Assets EOYFMV$12,524OtherAssetsEOYFMVAmt
Total Assets BOY$5,993,816TotalAssetsBOYAmt
Total Assets EOY$5,662,405TotalAssetsEOYAmt
Total Assets EOYFMV$6,827,259TotalAssetsEOYFMVAmt
Accounts Payable BOY$4,285AccountsPayableBOYAmt
Accounts Payable EOY$23,198AccountsPayableEOYAmt
Other Liabilities BOY$31,627OtherLiabilitiesBOYAmt
Other Liabilities EOY$16,002OtherLiabilitiesEOYAmt
Total Liabilities BOY$35,912TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,200TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$615,280CapitalStockBOYAmt
Capital Stock EOY$615,280CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,342,624RetainedEarningBOYAmt
Retained Earning EOY$5,007,925RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,957,904TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,623,205TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,993,816TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,662,405TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,957,904TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$334,699ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,623,205SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,623,205TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1,000 SHS - 500 INDEX FUND ADMP$220,420$110,689$109,731$109,731
7,000 SHS - FRK LTD DUR INCM TRP$83,578$79,754$3,824$3,824
8,000 SHS - NUVEEN SR INCOME FDP$55,760$51,589$4,171$4,171
CAPITAL GAINS DIVIDENDSP$220$220$220
FieldValueIRS element (for citing)
Capital Gain Net Income$117,946CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,485,992AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,465,468NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.332774DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,469,769AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,601,239NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.222650DistributionYr2Rt
Adjusted Qlfy Distri Yr3$348,673AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,350,398NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047436DistributionYr3Rt
Adjusted Qlfy Distri Yr4$303,434AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,978,856NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043479DistributionYr4Rt
Adjusted Qlfy Distri Yr5$332,900AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,152,106NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054112DistributionYr5Rt
Total Distribution0.700451TotalDistributionRt
Average Distribution0.140090AverageDistributionRt
Net Vl Noncharitable Assets$5,252,942NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$735,885AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,046NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$737,931AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$723,779QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,092InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,092SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,092TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,690EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,690TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$598OverpaymentAmt
Applied To ES Tax$598AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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 BooksMS FLORA A BREWERIndividualWithBooksNm
Phone8173352561PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16708 ASHBROOK DRIVEAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76132ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN J PAULOS
6309 W COURTYARD DRAUSTINTX78730DIRECTOR0.00$0$0$0
FLORA A BREWER
6708 ASHBROOK DRFT WORTHTX76132CHAIRMAN, PRES0.00$0$0$0
SAM G PAULOS
6433 NORWAY RDDALLASTX75230DIRECTOR0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1OPERATION OF PALM TREE APARTMENTSDescription1Txt
Expenses1$215,181Expenses1Amt

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$3,293,205AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,035,041AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,690FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,332,936TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,332,936AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$79,994CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,252,942NetVlNoncharitableAssetsAmt
Minimum Investment Return$262,647MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$262,647MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,092TaxBasedOnInvestmentIncomeAmt
Total Tax$4,092TotalTaxAmt
Distributable Before Adj$258,555DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$258,555DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$258,555DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$704,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$19,229CharitableAssetsAcquisPaidAmt
Qualifying Distributions$723,779QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$723,779AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$258,555DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$30,010ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$1,147,811ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,269,579ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,447,400TotalExcessDistributionCyovAmt
Qualifying Distributions$723,779QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$258,555AppliedToCurrentYearAmt
Remaining Distri From Corpus$465,224RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,912,624TotalCorpusAmt
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$30,010ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,882,614ExcessDistriCyovToNextYrAmt
Excess From Year2$1,147,811ExcessFromYear2Amt
Excess From Year1$1,269,579ExcessFromYear1Amt
Excess From Current Year$465,224ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ANY BABY CAN
6207 SHERIDAN AVEAUSTINTX78723NONEPCWELFARE$12,500
AT&T PERFORMING ARTS CENTER
2403 FLORA STDALLASTX75201NONEPCARTS$10,000
AUSTIN SYMPHONY
1101 RED RIVER STAUSTINTX78701NONEPCARTS$2,500
BLANTON MUSEUM OF ART UT
200 EAST MARTIN LUTHER KING JUNIORAUSTINTX78712NONEPCARTS$600BLVD
CENTER FOR PUBLIC POLICY PRIORITESUW
7020 EASY WIND DR STE 200AUSTINTX78752NONEPCPOLICY$25,000
CENTER FOR TRANSFORMING LIVES
512 W 4TH STFORT WORTHTX76102NONEPCWELFARE$35,000
DALLAS ARBORETUM
8617 GARLAND ROADDALLASTX75218NONEPCENVIRONMENT; ARTS$1,500
DALLAS MUSEUM OF ART
1717 N HARWOOD STDALLASTX75201NONEPCARTS$2,000
DALLAS OPERA
2403 FLORA ST 500DALLASTX75201NONEPCARTS$15,000
DALLAS SYMPHONY
2301 FLORA ST STE 300DALLASTX75201NONEPCARTS$15,000
DALLAS THEATER CENTER
3636 TURTLE CREEK BLVDDALLASTX75219NONEPCARTS$30,000
DRC SOLUTIONS
PO BOX 0871FORT WORTHTX76101NONEPCWELFARE$40,000
FRIENDS OF WRR
1516 1ST AVEDALLASTX75210NONEPCARTS$500
FWISD TEACHING CHAIR OF EXCELLENCE
100 N UNIVERSITY DRFORT WORTHTX76107NONEPCEDUCATION$5,750
HELLENIC COLLEGE
50 GODDARD AVEBROOKLINEMA02445NONEPCEDUCATION$2,000
HELPING RESTORE ABILITY
4300 BELTWAY PLACE 130ARLINGTONTX76018NONEPCWELFARE$20,000
HOLY TRINITY ACADEMY
13555 HILLCREST ROADDALLASTX75240NONEPCEDUCATION$1,000
HOLY TRINITY GREEK ORTHODOX CHURCH
13555 HILLCREST ROADDALLASTX75240NONEPCCHURCH$15,000
KERA
3000 HARRY HINES BLVDDALLASTX75201NONEPCPOLICY; ARTS$4,000
LYRIC STAGE
3333 N MACARTHUR BLVD STE 300IRVINGTX75062NONEPCARTS$5,000
NASHER SCULPTURE CENTER
2001 FLORA STREETDALLASTX75201NONEPCARTS$2,000
NATIONAL DIAPER BANK
155 EAST STREET SUITE 101NEW HAVENCT06511NONEPCWELFARE$5,000
PARISH EPISCOPAL SCHOOL
4101 SIGMA ROADDALLASTX75244NONEPCEDUCATION$12,000
PLANNED PARENTHOOD OF NORTH TEXAS
7424 GREENVILLE AVE STE 206DALLASTX75231NONEPCHEALTH$1,000
PROJECT HOPE
PO BOX 96340WASHINGTONDC20090NONEPCWELFARE$2,500
RECOVERY RESOURCE COUNCIL ON DRUG AND ALCOHOL
2700 AIRPORT FREEWAYFORT WORTHTX76111NONEPCWELFARE$40,000
SAINT BARBARA'S PHILOPTOCHOS
480 RACEBROOK ROADORANGECT06477NONEPCCHURCH$5,000
SHELTON SCHOOL
15720 HILLCREST RDDALLASTX75248NONEPCEDUCATION$115,000
ST JOHN THE BAPTIST GREEK ORTHODOX CHURCH
303 CULLUM DREULESSTX76040NONEPCCHURCH$5,000
THE NATURE CONSERVANCY
4318 FARM TO MARKET ROAD 1562CELESTETX75423NONEPCENVIRONMENT$1,500
WATER TOWER THEATRE
15650 ADDISON ROADADDISONTX75001NONEPCARTS$2,000
WESTLAKE UNITED METHODIST CHURCH
1460 REDBUD TRLAUSTINTX78746NONEPCCHURCH$32,000
DAUGHTERS OF PENELOPE FOUNDATION
1909 Q ST NW STE 400WASHINGTONDC20009NONEPCEDUCATION, SCIENCE, CULTURE, CIVIC PROGRAMS$1,000
CATO INSITUTE
1000 MASSACHUSSETTS AVE NWWASHINGTONDC20001NONEPCPUBLIC POLICY$1,600
AUSTIN COMMUNITY FOUNDATION
4315 GUADALUPE ST STE 300AUSTINTX78751NONEPCCOMMUNITY$6,666
STEM SCOUTS
1325 WEST WALNUT HILL LNIRVINGTX75015NONEPCEDUCATION$2,000
DEC MY ROOM INC
720 N POST OAK RD STE 275HOUSTONTX77024NONEPCHEATLH SUPPORT SERVICES$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$483,616TotalGrantOrContriPdDurYrAmt
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$108ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$95,461ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion17ExclusionCd
Exclusion-$54,069ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$117,946ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
OTHER INCOME01$109
FEDERAL TAX REFUND01$4,053

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$163,608ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$163,608TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$11,200Amt
Net Investment Income$5,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,600DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
BUILDING - PALM TREE APARTMENTS2015-08-21$1,364,617$24,811SL27.500000000000$49,622$0
LEASEHOLD IMPROVEMENTS - PALM TREE APARTMENTS2017-12-15$7,500SL15.000000000000$42$0
LAND - VACANT LOT FOR COMMUNITY GARDEN2017-02-01$11,729L$0$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD BOND MARKETAT COST$463,648$484,831
VANGUARD 500 INDEXAT COST$336,439$977,639
ISHARES MSCI EMERGING MARKETS ETFAT COST$248,425$329,840
ISHARES RUSSELL 1000 VALUE ETFAT COST$135,817$248,680
ISHARES RUSSELL 2000 VALUE ETFAT COST$350,690$503,000
ISHARES CURRENCY HEDGED MSCI GERMANY ETFAT COST$218,786$286,900
VANGUARD FTSE EUROPE ETFAT COST$318,155$354,900
PIMCO DYNAMIC CREDIT INCOME FUNDAT COST$61,190$67,320
WISDOMTREE TRUST EURO HEDGED ETFAT COST$146,236$191,130

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$290LegalFeesAmt
Net Investment Income$145NetInvestmentIncomeAmt
Disbursements Charitable Prps$145DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PF RESIDENTIAL OTHER ASSETS$6,100$6,100$6,100
UTILITY DEPOSITS$2,080$2,080$2,080
PF RESIDENTIAL PREPAID EXPENSES$2,478$2,743$2,743
PF RESIDENTIAL ACCUMULATED AMORTIZATION-$203-$610-$610
CONSTRUCTION IN PROGRESS$0$2,211$2,211

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$502$502$0
EXPENSES RELATED TO OPERATION OF PALM TREE APTS$0$0$215,181
MISCELLANEOUS$8$0$8
EXPENSES RELATED TO OPERATION OF PALM TREE APARTMENTS$215,181$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME$109$109
FEDERAL TAX REFUND$4,053$4,053

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (6 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
PENDING TRANSACTIONS$24,780$6,708
ACCRUED SALARIES & WAGES$113$194
SECURITY DEPOSITS$1,000$750
ACCRUED PROPERTY TAXES$4,400$6,349
PREPAID REVENUE$1,334$1,936
ACCRUED VACATION PAYABLE$0$65

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN DIVIDEND TAXESCategoryTxt
Amt$2,691Amt
Net Investment Income$2,691NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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