THE TRAMMELL AND MARGARET CROW FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE TRAMMELL AND MARGARET CROW FOUNDATION (EIN 75-2167146)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349100753
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T06:04:12-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 N COLLEGE AVENUE SUITE 1125 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752167146 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRAMMELL & MARGARET CROW FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CROW FAMILY HOLDINGS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRAM | BusinessNameControlTxt |
| Phone | 2146618000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3819 MAPLE AVENUE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAYLE C BENNETT | PersonNm |
| Person Title | VP | PersonTitleTxt |
| Phone | 2146618000 | PhoneNum |
| Signature | 2025-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,485,349 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $174,250 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $389,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $387,675 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $665,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $913,966 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $665,455 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$130,544 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$133,809 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,098,910 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $919,321 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,010 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,005 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,005 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,060 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,180 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $103,795 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $103,795 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,969 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,423 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $445,648 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $407,236 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $599,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $121,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $411,421 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $710,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $710,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,309,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $121,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,121,421 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$210,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $798,038 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $176,918 | CashBOYAmt |
| Cash EOY | $99,650 | CashEOYAmt |
| Cash EOYFMV | $99,650 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,627,141 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,113,005 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,113,005 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,510 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,510 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,510 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $817,622 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $817,490 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $783,223 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $364,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $720,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $634,314 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,152,308 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,524,018 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,853,647 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,138,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,276,027 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,485,349 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,138,165 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,276,027 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,138,165 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,276,027 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,138,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,276,027 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,138,165 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$210,752 | ExcessRevenueOverExpensesAmt |
| Other Increases | $356,178 | OtherIncreasesAmt |
| Subtotal | $12,283,591 | SubtotalAmt |
| Other Decreases | $7,564 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,276,027 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FROM CHCP K-1 | P | 2024-12-31 | 2024-12-31 | $434,203 | $434,203 | $434,203 | |
| FROM CHC PE K-1 | P | 2024-12-31 | 2024-12-31 | $238,503 | $238,503 | $238,503 | |
| FROM NHC XI K-1 | P | 2024-12-31 | 2024-12-31 | -$459 | -$459 | $459 | |
| PUBLICLY TRADED SECURITIES | P | 2024-12-31 | 2024-12-31 | $241,001 | -$6,792 | -$6,792 | $247,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $665,455 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $665,455 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,093 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,093 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,907 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,907 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,814 | OverpaymentAmt |
| Applied To ES Tax | $7,814 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CROW FAMILY HOLDINGS | IndividualWithBooksNm |
| Phone | 2146618000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3819 MAPLE AVENUE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| HARLAN R CROW | ||||||||
| 3819 MAPLE AVENUE | DALLAS | TX | 75219 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| STUART M CROW | ||||||||
| 3819 MAPLE AVENUE | DALLAS | TX | 75219 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TRAMMELL S CROW | ||||||||
| 3819 MAPLE AVENUE | DALLAS | TX | 75219 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| M KEVIN BRYANT | ||||||||
| 3819 MAPLE AVENUE | DALLAS | TX | 75219 | VICE PRESIDENT/SECRETARY | 2.00 | $0 | $0 | $0 |
| KENNETH G GROSS | ||||||||
| 3819 MAPLE AVENUE | DALLAS | TX | 75219 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| GAYLE C BENNETT | ||||||||
| 3819 MAPLE AVENUE | DALLAS | TX | 75219 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CH INVESTMENT PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3953 MAPLE AVENUE SUITE 250 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ASSET MANAGEMENT & ADVISORY | ServiceTypeTxt |
| Compensation | $91,659 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SPEAKER / DEBATE SERIES: PROGRAMS PROMOTING CIVIL DISCOURSE TO ENHANCE UNDERSTANDING OF OPPOSING POINTS OF VIEW. | Description1Txt |
| Expenses1 | $407,141 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,412,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,309,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,273,211 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,994,446 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,994,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $299,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,694,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $984,726 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $984,726 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,093 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $731 | IncomeTaxAmt |
| Total Tax | $11,824 | TotalTaxAmt |
| Distributable Before Adj | $972,902 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $972,902 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $972,902 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,121,421 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,121,421 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $972,902 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $473,658 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $151,200 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $626,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,121,421 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $972,902 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $148,519 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $774,708 | 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 | $774,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $473,658 | ExcessFromYear4Amt |
| Excess From Year2 | $151,200 | ExcessFromYear2Amt |
| Excess From Year1 | $1,331 | ExcessFromYear1Amt |
| Excess From Current Year | $148,519 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF SCIENCE AND LETTERS | |||||||
| 8 THE GREEN SUITE 10490 | DOVER | DE | 19901 | N/A | PC | GENERAL | $250,000 |
| HIGHLAND PARK UNITED CHURCH | |||||||
| 3300 MOCKINGBIRD LANE | DALLAS | TX | 75205 | N/A | PC | GENERAL | $50,000 |
| PHOENIX HOUSE OF TEXAS | |||||||
| 1910 PACIFIC AVENUE SUITE 10500 | DALLAS | TX | 752014591 | N/A | PC | GENERAL | $25,000 |
| TEACH FOR AMERICA | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL | $25,000 |
| NATIONAL REVIEW INSTITUTE | |||||||
| 19 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL | $75,000 |
| THE PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW 400N | WASHINGTON | DC | 20036 | N/A | PC | GENERAL | $75,000 |
| STEELE FAMILY FOUNDATION | |||||||
| 24811 N 90TH WAY | SCOTTSDALE | AZ | 85255 | N/A | PC | GENERAL | $100,000 |
| COMMIT2 DALLAS | |||||||
| 3000 PEGASUS PARK DRIVE SUITE 900 | DALLAS | TX | 75247 | N/A | PC | GENERAL | $100,000 |
| CENTER FOR INTEGRITY IN NEWS REPORTING | |||||||
| 115 E CAPITOL AVE | LITTLE ROCK | AR | 72201 | N/A | PC | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $710,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,815 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $387,675 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $259 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $665,455 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER PARTNERSHIP INCOME/LOSS | 901101 | -$2,288 | 14 | -$128,314 |
| TAX REFUND | 01 | $58 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$214 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $924,874 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $924,660 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BILLINGSLEY COMPANY | ||||||
| 1 | 1722 ROUTH ST | DALLAS | TX | 75201 | $50,000 | Yes (X) |
| CH WOODLAWN LP | ||||||
| 2 | 3819 MAPLE AVE | DALLAS | TX | 75219 | $124,250 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,240 | Amt |
| Net Investment Income | $1,060 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,180 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-B, QUESTION A(1)(3), SERVICES ACCEPTED FROM A DISQUALIFIED PERSON: | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION RECEIVED ACCOUNTING SERVICES FROM CROW HOLDINGS, A GROUP EMPLOYED BY THE MEMBERS OF THE CROW FAMILY. THESE SERVICES WERE PROVIDED FREE-OF-CHARGE TO SUPPORT THE FOUNDATION'S TAX-EXEMPT MISSION. THE PROVISION OF THESE SERVICES ARE EXCEPTED FROM THE SELF-DEALING RULES UNDER TREASURY REGULATION SECTION 53.4941(D)-3.IN ADDITION, CROW FAMILY HOLDINGS PROVIDED OFFICE FACILITIES TO THE FOUNDATION AT NO COST. OFFICE SPACE PROVIDED AT NO COST IS A TRANSACTION THAT IS EXCEPTED FROM THE SELF-DEALING RULES UNDER TREASURY REGULATION SECTION 53.4941(D)-3. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANCE BERNSTEIN MUTUAL FUND | $396,220 | $351,619 |
| VANGUARD ETF | $324,134 | $282,695 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $817,490 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $783,223 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEW CENTURY HOLDINGS XI LP | AT COST | $71,034 | $69,136 |
| CHC PRIVATE EQUITY 2017 LP | AT COST | $963,415 | $3,103,553 |
| CHC GLOBAL SECURITIES LP | AT COST | $6,489,569 | $12,680,958 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,010 | LegalFeesAmt |
| Net Investment Income | $1,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,005 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $7,564 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SPEAKER/DEBATE SERIES EXPENSE | $407,141 | $0 | $0 | $407,141 |
| FILING FEES | $95 | $0 | $0 | $95 |
| AMORTIZATION | $38,412 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME/LOSS | -$130,602 | -$133,809 | $0 |
| TAX REFUND | $58 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $356,178 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT ADVISORY FEES | CategoryTxt |
| Amt | $103,795 | Amt |
| Net Investment Income | $103,795 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $15,455 | $15,423 | $0 | $0 |
| FEDERAL TAX PAID | $28,514 | $0 | $0 | $0 |
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