BERRY R COX FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BERRY R COX FAMILY FOUNDATION (EIN 75-2864400)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-30
- IRS object ID
- 201822429349100102
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-30T10:12:27-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N Dallas Parkway Suite 600 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | 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 | 752864400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry R Cox Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERR | BusinessNameControlTxt |
| Phone | 2142203612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 McKinney Avenue No 1700 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Justin Cox | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2142203612 | PhoneNum |
| Signature | 2018-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelly M Gillette | PreparerPersonNm |
| PTIN | P00548846 | PTIN |
| Phone | 9726611843 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,520,024 | 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 |
| Dividends Rev And Expnss | $59,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,280 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $396,160 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $104 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $104 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $57,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,384 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,865 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,933 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,932 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $434 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $434 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$42,714 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | -$22,915 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,367 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,932 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $682,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $682,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $659,310 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,367 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $688,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$602,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,693 | CashBOYAmt |
| Cash EOY | $188,982 | CashEOYAmt |
| Cash EOYFMV | $188,982 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,556,513 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,796,851 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,796,853 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $249,340 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $286,900 | CorporateStockBOYAmt |
| Corporate Stock EOY | $512,520 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $534,189 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,100,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,498,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,520,024 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $11,953,753 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $11,953,753 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$3,853,307 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$4,455,400 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,100,446 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,498,353 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,100,446 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,498,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,100,446 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$602,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,498,353 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,498,353 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Powershares DB US Dollar Index Bullish Fund | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-04-03 | AcquiredDt |
| Sold | 2017-04-17 | SoldDt |
| Gross Sales Price | $396,160 | GrossSalesPriceAmt |
| Cost Or Other Basis | $398,327 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,167 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,167 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,167 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $597,403 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,128,703 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073493 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $316,377 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,588,063 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036839 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $443,943 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,120,921 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048673 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $462,565 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,968,479 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051577 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $483,678 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,244,671 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052320 | DistributionYr5Rt |
| Total Distribution | 0.262902 | TotalDistributionRt |
| Average Distribution | 0.052580 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,869,753 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $413,792 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $530 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $414,322 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $688,157 | 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 | $530 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $530 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $530 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,333 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,333 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,803 | OverpaymentAmt |
| Applied To ES Tax | $6,803 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry R Cox Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142203612 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 McKinney Ave Ste 1700 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Berry R Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee | 1.00 | $0 | $0 | $0 |
| Jeanne T Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee | 1.00 | $0 | $0 | $0 |
| Justin B Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee/Pres/Treas | 1.00 | $0 | $0 | $0 |
| John GT Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee | 1.00 | $0 | $0 | $0 |
| Kara Jenkins | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Secretary | 1.00 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $307,824 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,613,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $68,059 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,989,597 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,989,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,844 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,869,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $393,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $393,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $530 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $530 | TotalTaxAmt |
| Distributable Before Adj | $392,958 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $392,958 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $392,958 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $688,157 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $688,157 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $530 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $687,627 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $392,958 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $227,844 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $688,157 | QualifyingDistributionsAmt |
| Applied To Year1 | $227,844 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $392,958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,355 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,355 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $67,355 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Berry R Cox | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alcuin School | ||||||
| 6144 Churchill Way | Dallas | TX | 75230 | PC | Leadership for the 21st Century Campaign | $500,000 |
| Alcuin School | ||||||
| 6144 Churchill Way | Dallas | TX | 75230 | PC | The Ann R. Cox Scholarship Fund | $25,000 |
| Alcuin School | ||||||
| 6144 Churchill Way | Dallas | TX | 75230 | PC | General Fund | $5,000 |
| Children's Medical Center Foundation | ||||||
| PO Box 847253 | Dallas | TX | 75284 | PC | General Fund | $5,000 |
| Children's Medical Center Foundation | ||||||
| PO Box 847253 | Dallas | TX | 75284 | PC | General Fund | $5,000 |
| Council on Foreign Relations | ||||||
| 58 East 68th Street | New York | NY | 10065 | PC | General Fund | $25,000 |
| Family Gateway Inc | ||||||
| 711 S St Paul Street | Dallas | TX | 75201 | PC | General Fund | $500 |
| Foundation for Responsible Television | ||||||
| 11700 Preston Rd 660-193 | Dallas | TX | 75230 | PC | General Fund | $250 |
| Highland Park United Methodist | ||||||
| 3300 Mockingbird Ln | Dallas | TX | 75205 | PC | Munger Place Church | $100,000 |
| Highland Park United Methodist | ||||||
| 3300 Mockingbird Ln | Dallas | TX | 75205 | PC | TowerArt Series | $100 |
| North Texas Public Broadcasting | ||||||
| 3000 Harry Hines Boulevard | Dallas | TX | 75201 | PC | General Fund | $1,500 |
| Southern Methodist University | ||||||
| PO Box 750402 | Dallas | TX | 75275 | PC | J G Tower Center for Political Studies | $1,000 |
| Southwestern Medical Foundation | ||||||
| 2305 Cedar Springs Rd Ste 150 | Dallas | TX | 75201 | PC | An Evening with DocStars | $2,500 |
| Texas Tech Foundation | ||||||
| 3601 4th Street MS 6238 | Lubbock | TX | 79430 | PC | Laura Bush Institute for Women's Health Fund for Excellence | $10,000 |
| The Salvation Army | ||||||
| 8787 N Stemmons Freeway Ste 800 | Dallas | TX | 75247 | PC | General Fund | $25 |
| Marine Corps-Law Enforcement Foundation Inc | ||||||
| 273 Columbus Ave Suite 10 | Tuckahoe | NY | 10707 | PC | Milken Family | $1,000 |
| Prager University Foundation | ||||||
| 15021 Ventura Blvd 552 | Sherman Oaks | CA | 91403 | PC | General Fund | $250 |
| Your Cause Sports | ||||||
| 3976 S Atchison Way | Aurora | CO | 80014 | PC | General Fund | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $682,225 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,280 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $104 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$2,167 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $104 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,113 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,217 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Audit Fees | $9,500 | $4,750 | $4,750 |
| Tax Fees | $2,365 | $1,183 | $1,182 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Briston Myers Squibb Co | $286,900 | $306,400 |
| Kinder Morgan Inc. | $225,620 | $227,789 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | -$42,714 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS Interest Income | Desc |
| Revenue And Expenses Per Books | $104 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $104 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JP Morgan Chase Safekeeping Fees | CategoryTxt |
| Amt | $434 | Amt |
| Net Investment Income | $434 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Tax Payment | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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