DORSET FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DORSET FOUNDATION INC (EIN 75-6013384)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-06
- IRS object ID
- 201803109349101200
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-06T16:43:57-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751964770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAMI LINDSEY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N CROCKETT STREET SUITE 100 | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75090 | 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 | 756013384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSET FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORS | BusinessNameControlTxt |
| Phone | 9038922887 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2309 TURTLE CREEK | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750923027 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA Q SANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9038215965 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAROLD P CHIP ADAMI JR | PreparerPersonNm |
| PTIN | P01285116 | PTIN |
| Phone | 9038922727 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.67.102.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-06 | IPDt |
| IP Tm | 16:40:08 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 047BFC337EFF5AEE5458CF63523C834788653ED8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6DD226B069B536ED504B36B5395E351217F03334 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $2,868,774 | 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 | $4,419 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,419 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $171,006 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,006 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $527,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,576 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,207 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,207 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $236,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $236,208 | 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 | $250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,342 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,342 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,342 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,934 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,934 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,934 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,532 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,532 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,532 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,532 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $265,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $200,676 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $173,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,892 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,892 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,756,751 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,805,882 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,805,882 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,929,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,868,774 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,868,774 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,929,791 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,868,774 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,929,791 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,868,774 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,929,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,868,774 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,929,791 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,324 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,900,467 | SubtotalAmt |
| Other Decreases | $31,693 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,868,774 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| WELLS FARGO NONDIV DISTR | P | $3,090 | $3,090 | $3,090 | |
| WF VARIOUS | P | $12 | $2 | $2 | $10 |
| WF VARIOUS | P | $330,446 | $247 | $247 | $330,199 |
| WF JACK HENRY | P | $100,071 | $79,470 | $79,470 | $20,601 |
| WF OWENS & MINOR | P | $93,873 | -$33,453 | -$33,453 | $127,326 |
| CAPITAL GAINS DIVIDENDS | P | $220 | $220 | $220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,576 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,014 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,014 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,014 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,869 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,869 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $145 | 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 | 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 |
| Individual With Books | MARTHA Q SANDERSON | IndividualWithBooksNm |
| Phone | 9038215965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 N CAP OF TX HWY | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARTHA Q SANDERSON | ||||||||
| 2309 TURTLE CREEK | SHERMAN | TX | 75092 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARTHA Q SANDERSON | ||||||||
| 2309 TURTLE CREEK | SHERMAN | TX | 75092 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KAY ELLEN KIRBY | ||||||||
| 1209 WESTERN HILLS DR | SHERMAN | TX | 75092 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JUDGE JIM FALLON | ||||||||
| 1204 S CROCKETT | SHERMAN | TX | 75090 | TREASURER | 0.00 | $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 | THIS FOUNDATION DOES NOT PROVIDE FUNDS FOR ANY DIRECT CHARITABLE ACTIVITY, BUT RATHER CONTRIBUTES TO EXEMPT CHARITABLE ORGANIZATIONS FOR THEIR USE IN FURTHERANCE OF THEIR EXEMPT PURPOSES. | Description1Txt |
| Expenses1 | $0 | 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 | $5,957,917 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,075,883 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,075,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,984,745 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $299,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $299,237 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,014 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,014 | TotalTaxAmt |
| Distributable Before Adj | $295,223 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $295,223 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $295,223 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $265,532 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $265,532 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $265,532 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,223 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $229,512 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $265,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $229,512 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,020 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $259,203 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTHA Q SANDERSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2309 TURTLE CREEK | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9038215965 | RecipientPhoneNum |
| Form And Info And Materials | LETTERS DESCRIBING THE ORGANIZATION AND NATURE OF THE REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN COLLEGE | |||||||
| 900 N GRAND | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| GRAYSON COUNTY CHILD WELFARE | |||||||
| 100 W HOUSTON | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| BOYS AND GIRLS CLUB | |||||||
| 1500 N LUCKETT | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONSTO ASSIST IN OPERATIONS | $15,000 |
| CASA OF GRAYSON COUNTY INC | |||||||
| 1518 S AUSTIN ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| CHILD AND FAMILY GUIDANCE CENTER | |||||||
| 804 E PECAN GROVE RD | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| CHILDRENS ADVOCACY CENTER | |||||||
| 910 COTTONWOOD | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| CRISIS CENTER | |||||||
| P O BOX 2112 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 401 N ELM | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $1,500 |
| FOUR RIVERS OUTREACH | |||||||
| 210 S RUSK ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $12,000 |
| GRAND CENTRAL STATION | |||||||
| P O BOX 3173 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $13,000 |
| GRAYSON COUNTY COLLEGE | |||||||
| 6101 GRAYSON DR | DENISON | TX | 75020 | NONE | PUBLIC | TO FUND FUTURE SCHOLARSHIPS | $10,000 |
| CALLIE CLINIC | |||||||
| 303 SUNSET BLVD | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| GRAYSON COUNTY SHELTER | |||||||
| 331 W MORTON | DENISON | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $6,000 |
| HOME HOSPICE | |||||||
| 505 W CENTER ST | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| HOUSE OF ELI | |||||||
| 123 RICKETTS | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| MASTERKEY MINISTRIES | |||||||
| 209 S FM 1417 | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| NORTH TX YOUTH CONNECTION | |||||||
| P O BOX 1625 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $6,000 |
| PAYNE CHAPEL | |||||||
| 701 N EAST ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| REHABILITATION CENTER | |||||||
| 1216 HILLCREST | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| SHARE TAKE IT TO THE STREETS | |||||||
| 123 N RUSK ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $3,000 |
| SHERMAN EDUCATION FUND | |||||||
| P O BOX 1176 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| SHERMAN MUSEUM | |||||||
| 301 S WALNUT | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| ST MARYS CATHOLIC CHURCH | |||||||
| 727 S TRAVIS | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $1,500 |
| ST STEPHEN'S EPISCOPAL CHURCH | |||||||
| 401 S CROCKETT | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $1,500 |
| TEXAS CASA | |||||||
| 1501 W ANDERSON LN | AUSTIN | TX | 78746 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| WARM FUZZIES | |||||||
| 804 E PECAN GROVE RD | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $500 |
| WOMEN ROCK | |||||||
| 223 E HOUSTON | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $4,419 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $171,006 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,207 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $49,576 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $236,208 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $236,208 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE INCOME CONTRIBUTED IMPORTANTLY TO THE ACCOMPLISHMENT OF THE |
| 4 | EXEMPT PURPOSE BY MAINTAINING THE CORPUS OF THE FOUNDATION TO |
| 7 | FURTHER CHARITABLE GIVING BY THE FOUNDATION TO EXEMPT ORGANIZATIONS |
| 8 | IN NEED. |
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 FEES | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,805,882 | EOYBookValueAmt |
| EOYFMV | $2,805,882 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VERSUS 1099 COST DIFFERENCE | Desc |
| Amt | $31,693 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPLIES | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL AND GAS ROYALTIES | Desc |
| Revenue And Expenses Per Books | $11,207 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,207 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,207 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $33,342 | Amt |
| Net Investment Income | $33,342 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,342 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,477 | $1,477 | $1,477 |
| ROYALTY TAXES | $110 | $110 | $110 |
| AD VALOREM TAXES | $347 | $347 | $347 |
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