STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION (EIN 47-0830375)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201803179349101465
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T12:10:51-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751045245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHT & BRIGHT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LN STE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752255918 | 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 | 470830375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN H DURHAM FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 2143630211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN H DURHAM | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | G Todd Bright | PreparerPersonNm |
| PTIN | P01251013 | PTIN |
| Phone | 2143630211 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,769,179 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $984,877 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $273,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $273,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $290,381 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,473,843 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,381 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $314,138 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $314,138 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,862,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $878,047 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $216,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $108,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $108,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,111 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $26,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,176 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $230,981 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $194,981 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,229 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,978 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,227 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $15,756 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $15,756 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,583 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,583 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,271 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $298 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,418 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $561,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $328,558 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $196,911 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $674,993 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $674,993 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,236,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $328,558 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $871,904 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $626,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $549,489 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,731,559 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,126,562 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,126,562 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $300,000 | OtherNtsAndLoansRcvblBOYAmt |
| Prepaid Expenses BOY | $82,010 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $37,312 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $37,312 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,429,090 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,025,564 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,062,680 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,901,855 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,611,545 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,523,344 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,319 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,508 | LandBOYAmt |
| Land EOY | $9,281 | LandEOYAmt |
| Land EOYFMV | $9,281 | LandEOYFMVAmt |
| Other Assets BOY | $10,001 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,002 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,467,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,820,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,769,179 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $90 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $233,223 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $90 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $233,223 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $19,466,933 | UnrestrictedBOYAmt |
| Unrestricted EOY | $19,587,043 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,466,933 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,587,043 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,467,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,820,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,466,933 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $626,672 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,093,605 | SubtotalAmt |
| Other Decreases | $506,562 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,587,043 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 ALPHABET INC | P | 2015-05-05 | 2017-02-21 | $166,103 | $106,900 | $59,203 | $59,203 |
| 1,200 AMERICAN EXPRESS CO | P | 2015-04-17 | 2017-01-27 | $92,038 | $93,004 | -$966 | -$966 |
| 1,270 CATERPILLAR INC | P | 2015-03-18 | 2017-02-21 | $124,686 | $100,187 | $24,499 | $24,499 |
| 150 CHIPOTLE MEXICAN GRILL | P | 2015-04-23 | 2017-02-21 | $64,649 | $96,004 | -$31,355 | -$31,355 |
| 100,000 COMMERICAL METALS CO SENIOR NOTE | P | 2011-01-03 | 2017-07-15 | $100,000 | $100,000 | ||
| 100,000 COMMERICAL METALS CO SENIOR NOTE | P | 2011-09-08 | 2017-07-11 | $105,875 | $101,070 | $4,805 | $4,805 |
| 250,000 FEDERAL NATL MTG ASSN SENIOR MEDIUM TERM | P | 2009-02-06 | 2017-06-12 | $250,000 | $250,000 | ||
| 81,566.069 FEDERATED STRATEGIC VALUE DIVIDEND IS | P | 2012-12-31 | 2017-02-27 | $500,000 | $317,424 | $182,576 | $182,576 |
| 100,000 GOLDMAN SACHS GROUP INC SUBORDINATED NT | P | 2010-07-28 | 2017-01-15 | $100,000 | $100,000 | ||
| 1,000 JOHNSON & JOHNSON COM | P | 2012-12-31 | 2017-02-21 | $119,557 | $91,650 | $27,907 | $27,907 |
| 546 NATIONAL PRESTO INDS INC | P | 2016-04-07 | 2017-09-22 | $56,128 | $45,045 | $11,083 | $11,083 |
| 319 PLAINS GP HOLDINGS LP LTD | P | 2014-08-01 | 2017-08-16 | $6,407 | $23,180 | -$16,773 | -$16,773 |
| 3,000 TRINITY INDS INC | P | 2015-04-23 | 2017-03-13 | $78,058 | $100,345 | -$22,287 | -$22,287 |
| 1,500 WALMART INC COM | P | 2015-09-01 | 2017-02-21 | $107,385 | $95,175 | $12,210 | $12,210 |
| CASH AMER INTL INC SENIOR NOTE-PRINCIPAL | P | 2012-12-31 | 2016-08-31 | $12,954 | $12,954 | ||
| CSMC MTG TRUST-PRINCIPAL PAYMENT | P | 2012-12-31 | 2017-12-31 | $4,586 | $4,586 | ||
| 40,000 DASEKE INC COM | P | 2012-12-31 | 2017-09-28 | $519,988 | $519,988 | ||
| FNMA PASS-THRU POOL FN | P | 2012-12-31 | 2017-12-31 | $15,950 | $15,950 | ||
| 100,000 PROVINCIA DE BUENOS AIRES SENIOR NOTE | P | 2012-12-31 | 2017-04-28 | $10,120 | $10,000 | $120 | $120 |
| FEDERATED STRATEGIC-CAPITAL GAIN DISTR | P | 2012-12-31 | 2017-12-06 | $38,437 | $38,437 | $38,437 | |
| VERSUS CAPITAL-CAP GAIN DISTR | P | 2012-12-31 | 2017-12-31 | $922 | $922 | $922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,381 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,990 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,990 | SubtotalAmt |
| Tax Based On Investment Income | $10,990 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $342 | EsPenaltyAmt |
| Tax Due | $11,332 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHT AND BRIGHT LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143630211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| STEPHEN H DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/PRESIDENT | 25.00 | $144,000 |
| BARBARA DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/SECRETARY | 1.00 | $0 |
| CHARLES WILLIAM DURHAM II | ||||||
| 7291 WILLIAMSON ROAD | DALLAS | TX | 75214 | Director | 1.00 | $24,000 |
| JULIE DURHAM RADO | ||||||
| 4616 STANFORD | DALLAS | TX | 75209 | Director | 1.00 | $24,000 |
| PETER HENNINGSON DURHAM | ||||||
| 181 FAIRMONT ST | SAN FRANCISCO | CA | 94131 | Director | 1.00 | $24,000 |
| G TODD BRIGHT | ||||||
| 5944 LUTHER LANE STE 600 | DALLAS | TX | 75225 | Treasurer | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,691,883 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,465,890 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $47,312 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,205,085 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $20,205,085 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $303,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,902,009 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $995,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $995,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,990 | TotalTaxAmt |
| Distributable Before Adj | $984,110 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $984,110 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $984,110 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $871,904 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $871,904 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $871,904 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $984,110 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $140,333 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,446,429 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $836,792 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,423,554 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $871,904 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $871,904 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $112,206 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $112,206 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,311,348 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,311,348 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $28,127 | ExcessFromYear3Amt |
| Excess From Year2 | $1,446,429 | ExcessFromYear2Amt |
| Excess From Year1 | $836,792 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WWWDURHAMFAMILYFOUNDATIONORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143630211 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE ONLINE @ (SEE ABOVE WEBSITE) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 15, MAY 15, AUGUST 15, AND NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIORITY IS GIVEN TO AGENCIES IN DALLAS-FORT WORTH,TX, NORTHERN CALIFORNA, AND OMAHA, NEBRASKA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SCHEDULE OF DONEERECIP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL ENDOWMENT | GrantOrContributionPurposeTxt |
| Amt | $674,993 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $674,993 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $273,528 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $314,138 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $290,381 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $587,666 | ExclusionAmt |
| Related Or Exempt Function Incm | $290,381 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $878,047 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHARLES W DURHAM CHARITABLE LEAD TR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8805 INDIAN HILLS DRIVE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $984,877 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BRIGHT & BRIGHT LLP | $17,050 | $17,050 | $0 | $0 |
| PREPARATION OF FORM 990-PF | $9,175 | $0 | $0 | $9,176 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WEB SITE COST | PropertyDesc |
| Acquired | 2013-12-15 | AcquiredDt |
| Prior Year Depreciation | $10,092 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 7.0000 | LifeRt |
| Current Year Expense | $3,227 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | Cost Or Other BasisCostOrOtherBasisAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $6,457 | $6,457 | ||
| Miscellaneous | $6,862 | $15,738 | $22,600 | $9,281 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ELLICK, JONES, BUELT, ETAL | $206 | $0 | $0 | $0 |
| LOCKE LORD LLP | $9,905 | $0 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NOTES/ADVANCES RECEIVABLE | $10,000 | $10,000 | $10,000 |
| Rounding | $1 | $2 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $506,562 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMPUTER/SOFTWARE EXPENSES | $9,509 | $9,509 | |
| FILING FEES | $20 | $20 | |
| OFFICE EXPENSE | $889 | $889 | |
| OTHER INVESTMENT EXPENSES | $298 | $298 | |
| PENALTIES | $555 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $314,138 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $314,138 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE ASSISTANCE | $14,904 | $14,904 | $0 | $0 |
| MANAGEMENT FEES | $180,077 | $180,077 | $0 | $0 |
| THE DALLAS FOUNDATION | $36,000 | $0 | $0 | $36,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON 2016 NET INVESTMENT INCOME | $21,898 | ||
| FOREIGN WITHHOLDING | $252 | $252 | |
| PAYROLL TAXES AND EXPENSES | $15,955 | $7,977 | $7,978 |