THE@SARAH AND ROSS PEROT JR FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE@SARAH AND ROSS PEROT JR FOUNDATION (EIN 43-1964344)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-31
- IRS object ID
- 201823049349100607
- 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
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-31T09:03:14-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800168836 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Petrus Trust Company LTA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 | 431964344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sarah and Ross Perot Jr Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 9725351900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JY Robb III | PersonNm |
| Person Title | Asst. Secretary | PersonTitleTxt |
| Phone | 9725351900 | PhoneNum |
| Signature | 2018-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kami M Barnes | PreparerPersonNm |
| PTIN | P01080813 | PTIN |
| Phone | 9725351900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.135.125.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-31 | IPDt |
| IP Tm | 09:03:12 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BF34A5E8C5CA6B238CD29BD56F33CF21583EE56C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C9D94C456D110DDF005B30DD661FC27A0BC4D909 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,838,948 | 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 | $2,270,613 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $154,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $153,554 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $153,554 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,375 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,713 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,610,286 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $323,011 | 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 |
| Taxes Rev And Expnss | $1,576 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,206 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,992 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,992 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,722 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,160 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,562 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,554 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,989,041 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,989,041 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,038,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,000,595 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,428,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $285,645 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $159,734 | CashBOYAmt |
| Cash EOY | $200,334 | CashEOYAmt |
| Cash EOYFMV | $200,334 | CashEOYFMVAmt |
| Acct Rcvbl | $1,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,000 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $9,386,144 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,916,499 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,632,364 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,250 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,250 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,250 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,551,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,123,083 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,838,948 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,551,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,123,083 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,551,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,123,083 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,551,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,123,083 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,551,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,428,045 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,123,083 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,123,083 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PSTF K-1 STCG | P | 2017-01-01 | 2017-12-31 | -$53 | -$53 |
| PSTF K-1 LTCG | P | 2016-01-01 | 2017-12-31 | $2,712 | $2,712 |
| PDIV K-1 STCG | P | 2017-01-01 | 2017-12-31 | -$544 | -$544 |
| PDIV K-1 LTCG | P | 2016-01-01 | 2016-12-31 | $66,996 | $66,996 |
| PYOF K-1 STCG | P | 2017-01-01 | 2017-12-31 | $1,023 | $1,023 |
| PYOF K-1 LTCG | P | 2016-01-01 | 2016-12-31 | -$2,154 | -$2,154 |
| PQSF K-1 STCG | P | 2017-01-01 | 2017-12-31 | $28,165 | $28,165 |
| PQSF K-1 LTCG | P | 2016-01-01 | 2017-12-31 | $11,599 | $11,599 |
| PQSF K-1 988 Loss | P | 2017-01-01 | 2017-12-31 | -$43,798 | -$43,798 |
| PSSF K-1 STCG | P | 2017-01-01 | 2017-12-31 | -$87,661 | -$87,661 |
| PSSF K-1 LTCG | P | 2016-01-01 | 2017-12-31 | $123,384 | $123,384 |
| PETS K-1 STCG | P | 2017-01-01 | 2017-12-31 | $9,029 | $9,029 |
| PETS K-1 LTCG | P | 2016-01-01 | 2017-12-31 | $69,647 | $69,647 |
| PETS K-1 Sec 1231 | P | 2016-01-01 | 2017-12-31 | -$14,573 | -$14,573 |
| PETS K-1 988 Loss | P | 2017-01-01 | 2017-12-31 | -$287 | -$287 |
| PTAC K-1 STCG | P | 2017-01-01 | 2017-12-31 | -$3 | -$3 |
| PTAC K-1 LTCG | P | 2016-01-01 | 2016-12-31 | $121 | $121 |
| PHC K-1 STCG | P | 2017-01-01 | 2017-12-31 | $298 | $298 |
| PHC K-1 LTCG | P | 2016-01-01 | 2017-12-31 | $22,391 | $22,391 |
| PQSF K-1 ST 1256 | P | 2017-01-01 | 2017-12-31 | -$637 | -$637 |
| PQSF K-1 LT 1256 | P | 2016-01-01 | 2017-12-31 | -$956 | -$956 |
| PETS K-1 ST 1256 | P | 2017-01-01 | 2017-12-31 | -$1,590 | -$1,590 |
| PETS K-1 LT 1256 | P | 2016-01-01 | 2017-12-31 | -$2,385 | -$2,385 |
| PTAC K-1 ST 1256 | P | 2017-01-01 | 2017-12-31 | -$355 | -$355 |
| PTAC K-1 LT 1256 | P | 2016-01-01 | 2017-12-31 | -$533 | -$533 |
| PTAC K-1 988 gain | P | 2017-01-01 | 2017-12-31 | $481 | $481 |
| PTAC K-1 Swap Loss | P | 2017-01-01 | 2017-12-31 | -$26,763 | -$26,763 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $153,554 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,888,712 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,713,180 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.400354 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,061,736 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,463,832 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.301678 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,334,188 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,061,654 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.193521 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,062,290 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,419,614 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.302713 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,280,428 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,668,758 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.273182 | DistributionYr5Rt |
| Total Distribution | 1.471448 | TotalDistributionRt |
| Average Distribution | 0.294290 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,355,609 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,753,262 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,856 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,756,118 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,000,595 | 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 | $2,856 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,856 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,856 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,477 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,477 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,621 | OverpaymentAmt |
| Applied To ES Tax | $1,621 | 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 | 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 | JY Robb III | IndividualWithBooksNm |
| Phone | 9725351930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Henry Ross Perot Jr | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee, Vice President/Tr | 0.00 | $0 | $0 | $0 |
| Sarah F Perot | ||||||||
| 5500 Preston Road Suite 365 | Dallas | TX | 75205 | Trustee, President/Sec. | 20.00 | $0 | $0 | $0 |
| Darcy Glen Anderson | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee | 0.00 | $0 | $0 | $0 |
| J Y Robb III | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee, Asst. Secretary | 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 | The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | The Foundation provides assistance to unrelated individuals who are eligible recipients. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | The Foundation provides assistance to other indigent individuals. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
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 | $9,331,048 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,250 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,498,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,498,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,355,609 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $467,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $467,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,856 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $233 | IncomeTaxAmt |
| Total Tax | $3,089 | TotalTaxAmt |
| Distributable Before Adj | $464,691 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $464,691 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $464,691 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,000,595 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,000,595 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,856 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,997,739 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $464,691 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,504,637 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,398,443 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,741,574 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,395,560 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,409,139 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,449,353 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,000,595 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $464,691 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,535,904 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,985,257 | 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 | $3,504,637 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,480,620 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,398,443 | ExcessFromYear4Amt |
| Excess From Year3 | $1,741,574 | ExcessFromYear3Amt |
| Excess From Year2 | $3,395,560 | ExcessFromYear2Amt |
| Excess From Year1 | $3,409,139 | ExcessFromYear1Amt |
| Excess From Current Year | $4,535,904 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Henry Ross Perot Jr | ContributingManagerNm |
| Contributing Manager | Sarah F Perot | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kristen Garcia | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Preston Road Suite 365 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2145282225 | RecipientPhoneNum |
| Form And Info And Materials | Please contact the named person above for details | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Please contact the named person above for details | SubmissionDeadlinesTxt |
| Restrictions On Awards | Please contact the named person above for details | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| American Film Institute | |||||||||||
| 2021 N Western Avenue | Los Angeles | CA | 90027 | None | Public Charity | Preserve the legacy of America's film heritage | $12,000 | ||||
| Andrew Jackson Foundation | |||||||||||
| 4580 Rachels Lane | Nashville | TN | 37076 | None | Public Charity | Introductory film for the Andrew Jackson theatre | $10,000 | ||||
| Anti-Defamation League | |||||||||||
| 12800 Hillcrest Plaza 219 | Dallas | TX | 75230 | None | Public Charity | Provides education about the harm of Semitism and bigotry and promotes democratic ideals | $6,000 | ||||
| AT&T Performing Arts Center | |||||||||||
| 2100 Ross Ave Suite 650 | Dallas | TX | 75201 | None | Public Charity | Provide support for the performing arts | $25,000 | ||||
| Bara Church | |||||||||||
| 301 Trophy Lake Drive Ste 136 | Trophy Club | TX | 76262 | None | Public Charity | Religious support | $61,500 | ||||
| Baylor Foundation | |||||||||||
| 3600 Gaston Avenue Suite 100 | Dallas | TX | 75246 | None | Public Charity | Provides support to Baylor Health Care System | $5,000 | ||||
| Birds Eye View Project | |||||||||||
| 8750 N Central Expwy Ste 510 | Dallas | TX | 75231 | None | Public Charity | Supports Veterans and First Responders | $1,000 | ||||
| Blair House Restoration Fund | |||||||||||
| PO Box 27208 | Washington | DC | 20038 | None | Public Charity | Provide support to maintain rooms, gardens and amenities of the Blair House | $350 | ||||
| Boy Scouts of America | |||||||||||
| 1325 West Walnut Hill Lane | Irving | TX | 750152079 | None | Public Charity | Value-based youth development organization, providing programs for young people that build character, trains them in the responsibilities of participating citizenship and develops personal fitness. | $1,000,000 | ||||
| Callier Center for Communication Disorders | |||||||||||
| 1966 Inwood Road | Dallas | TX | 75235 | None | Public Charity | Provide clinical care for speech, language, hearing, and autism disorders | $5,000 | ||||
| Cherie Blair Foundation for Women | |||||||||||
| None | Public Charity | Giving women the chance to become financially independent and make the most of their talents so that they can have higher living standards and stronger economies | $63,610 | PO Box 60519 | London | UK | |||||
| Council for Life | |||||||||||
| 4516 Lovers Lane PMB 103 | Dallas | TX | 75225 | None | Public Charity | Educate women, men, and youth to make life-affirming decisions | $3,000 | ||||
| Crystal Charity Ball | |||||||||||
| 30 Highland Park Village Suite 206 | Dallas | TX | 75205 | None | Public Charity | Humanitarian | $30,000 | ||||
| Daily Hope Ministries | |||||||||||
| PO Box 80448 | Rancho Santa Margarita | CA | 92688 | None | Public Charity | Religious support | $25,000 | ||||
| Dallas Museum of Art | |||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for Museum Art programs | $47,500 | ||||
| Dallas Symphony Orchestra | |||||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support of the Arts | $12,500 | ||||
| Denison Forum | |||||||||||
| 17304 Preston Road Ste 1060 | Dallas | TX | 75252 | None | Public Charity | Religious support | $1,000 | ||||
| DIA Beacon | |||||||||||
| 3 Beekman Street | Beacon | NY | 12508 | None | Public Charity | Support of the Arts | $2,500 | ||||
| Family Gateway | |||||||||||
| 711 St Paul St | Dallas | TX | 75201 | None | Public Charity | Empowering children & families affected by homelessness | $5,000 | ||||
| Good News WRNO Worldwide | |||||||||||
| PO Box 895 | Fort Worth | TX | 76101 | None | Public Charity | Religious support | $25,000 | ||||
| Highland Park Presbyterian Church | |||||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Religious support | $52,500 | ||||
| Interfaith Family Services | |||||||||||
| 5600 Ross Ave | Dallas | TX | 75206 | None | Public Charity | Empowering families in crisis to break the cycle of poverty | $250,000 | ||||
| International Justice Mission | |||||||||||
| PO Box 96961 | Washington | DC | 200906961 | None | Public Charity | Seek justice and rescue the oppressed in a hurting world | $5,000 | ||||
| James Madison Council of the Library of Congress | |||||||||||
| 101 Independence Ave SE | Washington | DC | 20540 | None | Public Charity | To bring the world's largest collection of human knowledge to people all over the world | $25,000 | ||||
| Kiddie Hawk Air Academy | |||||||||||
| 4009 E Easter Ave | Centennial | CO | 80122 | None | Public Charity | Living Legends of Aviation Awards | $40,000 | ||||
| Kimbell Art Museum | |||||||||||
| 3333 Camp Bowie Blvd | Fort Worth | TX | 76107 | None | Public Charity | Promote education in the world of art | $1,000 | ||||
| Lady Bird Johnson Wildflower Center | |||||||||||
| 4801 La Crosse Avenue | Austin | TX | 78739 | None | Public Charity | Conserve, restore and create healthy landscapes | $2,500 | ||||
| Langley Air Force Base Memorial | |||||||||||
| USAF Air Combat Command 1st Fighter | Joint Base LangleEus | VA | 23665 | None | Public Charity | Donation of the lion "Whiskey II," dedicated to 1st FW at Langley Air Force Base, commenorating 100 yrs of combat aviation | $33,027 | Wing | |||
| LBJ Foundation | |||||||||||
| 2313 Red River Street | Austin | TX | 78705 | None | Public Charity | LBJ Liberty Award | $10,000 | ||||
| Limbs for Life Foundation | |||||||||||
| 9604 N May Avenue | Oklahoma City | OK | 73120 | None | Public Charity | Provides fully functional prosthetic care for underprivileged individuals | $2,500 | ||||
| Los Angeles County Museum of Art | |||||||||||
| 5905 Wilshire Boulevard | Los Angeles | CA | 90036 | None | Public Charity | Support for Museum Art Programs | $25,000 | ||||
| SMU McCombs Fund | |||||||||||
| PO Box 750100 | Dallas | TX | 75275 | None | Public Charity | Education | $500 | ||||
| Camp Run-A-Muck | |||||||||||
| 4111 Inwood Road | Fort Worth | TX | 76109 | None | Public Charity | Non-profit Christian Day Camp that services teens with Down Syndrome | $750 | ||||
| Methodist Health System Foundation | |||||||||||
| 1441 N Beckley Ave | Dallas | TX | 75203 | None | Public Charity | Robert S. Folsom Leadership Award | $5,000 | ||||
| Momentous Institute | |||||||||||
| 106 E 10th Street | Dallas | TX | 75203 | None | Public Charity | Changing the Odds Conference | $10,000 | ||||
| Mount of the Holy Cross Lutheran | |||||||||||
| PO Box 1103 | Vail | CO | 81658 | None | Public Charity | New roof for church | $4,000 | ||||
| National Air and Space Society | |||||||||||
| PO Box 92192 | Washington | DC | 20090 | None | Public Charity | Museum support | $5,000 | ||||
| New Friends New Life | |||||||||||
| 6060 N Central Expressway | Dallas | TX | 75206 | None | Public Charity | Restore and empower formerly abused women | $10,000 | ||||
| New York Botanical Garden | |||||||||||
| 2900 Southern Blvd | Bronx | NY | 10458 | None | Public Charity | Support of the Arts | $275 | ||||
| New York Project | |||||||||||
| 1166 Avenue of the Americas Suite | New York | NY | 10036 | None | Public Charity | Religious support | $33,135 | 1620 | |||
| North Texas Food Bank | |||||||||||
| 4500 S Cockrell Hill Road | Dallas | TX | 75236 | None | Public Charity | Distribute donated, purchased, and prepared foods | $400,000 | ||||
| Perot Museum of Nature and Science | |||||||||||
| 2201 N Field Street | Dallas | TX | 75201 | None | Public Charity | Provide education in math, science, and technology to the children of our future | $42,295 | ||||
| Philanthropy Roundtable | |||||||||||
| 1120 20th Street NW Suite 550 South | Washington | DC | 20036 | None | Public Charity | Foster excellence in philanthropy, protect philanthropic freedom, assist donors in achieving their philanthropic intent, and help donors advance liberty, opportunity, and personal responsibility in America and abraod | $5,000 | ||||
| Redeemer City to City | |||||||||||
| 1166 Avenue of the Americas 16th Fl | New York | NY | 10036 | None | Public Charity | Religious support | $221,932 | ||||
| SM Wright Foundation | |||||||||||
| 9213 Sovereign Row | Dallas | TX | 75247 | None | Public Charity | Provide support to families to help them become self sufficient | $2,500 | ||||
| Southern Methodist University | |||||||||||
| PO Box 750402 | Dallas | TX | 75275 | None | Public Charity | Educational Support | $955,000 | ||||
| SMU Meadows Museum | |||||||||||
| 5900 Bishop Blvd | Dallas | TX | 75205 | None | Public Charity | Support of the Arts | $500 | ||||
| SMU Office of Alumni Relations | |||||||||||
| PO Box 750173 | Dallas | TX | 752720173 | None | Public Charity | SMU Distinguised Alumni Awards Underwriting | $5,000 | ||||
| SMU Tower Center | |||||||||||
| PO Box 750117 | Dallas | TX | 752750117 | None | Public Charity | Research of issues that are critical in shaping future US policies and international relations | $101,000 | ||||
| St Helena Hospital Foundation | |||||||||||
| 10 Woodland Road | St Helena | CA | 94574 | None | Public Charity | Provide the highest quality care to Napa Valley residents | $75,000 | ||||
| St Mark's School of Texas | |||||||||||
| 6333 Forest Park Road | Dallas | TX | 75229 | None | Public Charity | Develop men of character that will serve with intelligence, compassion, and integrity | $161,917 | ||||
| St Phillips School & Community Center | |||||||||||
| 1600 Pennsylvania Ave | Dallas | TX | 75215 | None | Public Charity | Educational Support | $100,000 | ||||
| Storm King Art Center | |||||||||||
| 1 Museum Road | New Windsor | NY | 12553 | None | Public Charity | Support of the Arts | $2,500 | ||||
| Susan G Komen | |||||||||||
| 5310 Harvest Hill Road | Dallas | TX | 75230 | None | Public Charity | Breast cancer research | $5,000 | ||||
| SMU Temerlin Advertising Institute | |||||||||||
| PO Box 750402 | Dallas | TX | 752750402 | None | Public Charity | Education | $500 | ||||
| Texas Scottish Rite Hospital | |||||||||||
| 2222 Welborn Street | Dallas | TX | 75219 | None | Public Charity | Medical | $250 | ||||
| The Arts Community Alliance | |||||||||||
| One Arts Plaza 1722 Routh Street | Dallas | TX | 75201 | None | Public Charity | Provide financial support and awareness for the performing arts | $7,500 | Suite 115 | |||
| The David Nathan Meyerson Foundation | |||||||||||
| 4441 Buena Vista St | Dallas | TX | 75205 | None | Public Charity | Icahn School of Medicine at Mt. Sinai for ovarian cancer research | $500 | ||||
| The Salvation Army | |||||||||||
| 8787 N Stemmons Freeway Suite 800 | Dallas | TX | 75247 | None | Public Charity | Programs to meet human needs in the community | $1,000,000 | ||||
| The Sweetheart Ball | |||||||||||
| PO Box 9106 | Dallas | TX | 75209 | None | Public Charity | Provide support for medical research | $25,000 | ||||
| Union Gospel Mission | |||||||||||
| 3211 Irving Blvd | Dallas | TX | 75247 | None | Public Charity | Give homeless and hungry people a chance to put their lives back together, anchored by the love of Jesus Christ | $500 | ||||
| United Way | |||||||||||
| 1800 Lamar Street | Dallas | TX | 75202 | None | Public Charity | Ruth Sharp Altshuler Basic Needs Fund | $10,000 | ||||
| USS Fort Worth Commissioning & Support | |||||||||||
| PO Box 246 | Fort Worth | TX | 76101 | None | Public Charity | Provide support and appreciation to the USS Fort Worth crew and their families | $1,000 | ||||
| Vail Mountain Rescue Group | |||||||||||
| PO Box 1597 | Vail | CO | 81658 | None | Public Charity | Provide search and rescue, and public education on back country safety | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,989,041 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,724 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,553 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,160 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,662 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $153,554 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,553 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $320,458 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,662 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $339,673 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | Interest on state and local bonds excluded from tax by Code Sec 103 | RelationshipStatementTxt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Henry Ross Perot Jr | ||||||
| 1 | 3000 Turtle Creek Blvd | Dallas | TX | 75219 | $2,157,109 | Yes (X) |
| SFP Inc | ||||||
| 2 | 5500 Preston Road Ste 365 | Dallas | TX | 75205 | $11,554 | Yes (X) |
| Sarah F Perot | ||||||
| 3 | 5500 Preston Road Ste 365 | Dallas | TX | 75205 | $101,950 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in Petrus Short Term Fund LP | AT COST | $425,398 | $409,141 |
| Investment in Petrus Dividend Basket, LP | AT COST | $1,675,632 | $2,401,047 |
| Investment in Petrus Yield Opportunity Fund, LP | AT COST | $1,139,491 | $951,895 |
| Investment in Petrus Quantitative Strategies Fund, LP | AT COST | $712,680 | $679,305 |
| Investment in Petrus Special Situations Fund, LP | AT COST | $587,138 | $629,373 |
| Investment in Petrus Securities, LP | AT COST | $2,180,737 | $2,380,036 |
| Investment in Petrus Tactical Fund, LP | AT COST | $115,439 | $178,841 |
| Investment in Petrus Holding Company, LLC | AT COST | $79,984 | $1,002,726 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Organizational Costs | Desc |
| BOY Book Value | $5,250 | BOYBookValueAmt |
| EOY Book Value | $5,250 | EOYBookValueAmt |
| EOYFMV | $5,250 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Petrus Short Term Fund LP | $1,472 | $1,472 | $0 |
| Petrus Dividend Basket LP | $8,618 | $8,618 | $0 |
| Petrus Yield Opportunity Fund LP | $4,368 | $4,368 | $0 |
| Petrus Quantitative Strategies LP | $2,117 | $2,117 | $0 |
| Petrus Special Situations Fund LP | $3,487 | $3,487 | $0 |
| Petrus Securities, LP | $11,501 | $11,501 | $0 |
| Petrus Tactical Fund LP | $2,184 | $2,184 | $0 |
| Petrus Holding Company, LLC | $2,413 | $2,413 | $0 |
| Office Expense | $345 | $0 | $345 |
| Utility Expense | $1,692 | $0 | $1,692 |
| Equipment Expense | $1,053 | $0 | $1,053 |
| Repairs and Maintenance | $472 | $0 | $472 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Tax Exempt Income | $16,662 | $0 | $16,662 |
| Other Portfolio Income-Petrus Short Term Fund LP | $77 | $77 | $77 |
| Other Portfolio Income-Petrus Yield Opportunity Fund, LP | $1,987 | $1,987 | $1,987 |
| Other Portfolio Income-Petrus Quantitative Strategies LP | -$3,091 | -$3,091 | -$3,091 |
| Other Portfolio Income-Petrus Special Situations LP | $841 | $841 | $841 |
| Other Portfolio Income-Petrus Securities LP | $12,318 | $14,871 | $12,318 |
| Other Portfolio Income-Petrus Tactical Fund LP | $25 | $25 | $25 |
| Other Portfolio Income-Petrus Dividend Basket | $3 | $3 | $3 |
| UBTI reported on Form 990-T | $2,553 | $0 | $2,553 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Income Tax | $370 | $0 | $0 |
| Foreign Tax-Petrus Securities LP | $250 | $250 | $0 |
| Foreign Tax-Petrus Dividend Basket LP | $953 | $953 | $0 |
| Foreign Tax-Petrus Quantitative Strategies Fund LP | $3 | $3 | $0 |
Comments