STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION (EIN 47-0830375)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349101456
- Schema version
- 2016v3.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T08:41:29-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 2017-11-15 | 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 | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,807,955 | 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 | $1,200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $303,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $303,356 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $422,498 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,017,125 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $422,498 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $686,260 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $686,260 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,612,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,412,114 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4 | TotalAdjNetIncmAmt |
| 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 | $1,500 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $27,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $193,465 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $181,465 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,138 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,749 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,441 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,649 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $11,817 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $11,817 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,326 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,326 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,354 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $353 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,001 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $497,774 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $317,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $170,460 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,596,393 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,596,393 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,094,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $317,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,766,853 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $517,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,094,897 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,030,665 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,731,559 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,731,559 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $300,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $300,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $300,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $300,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $32,986 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $82,010 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $82,010 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,712,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,429,090 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,207,821 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,775,424 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,901,855 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,464,057 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,092 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $58,709 | LandBOYAmt |
| Land EOY | $12,508 | LandEOYAmt |
| Land EOYFMV | $12,508 | LandEOYFMVAmt |
| Other Assets BOY | $10,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,001 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,920,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,467,023 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,807,955 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $197 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $90 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $197 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,920,178 | UnrestrictedBOYAmt |
| Unrestricted EOY | $19,466,933 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,920,178 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,466,933 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,920,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,467,023 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,920,178 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $517,947 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,808 | OtherIncreasesAmt |
| Subtotal | $19,466,933 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,466,933 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| 203.574 HARDING LOEVNER FRONTIER EMRG MKTS | P | 2015-12-18 | 2016-03-04 | $1,419 | $1,419 | |||
| 411.772 IVA FUND WORLDWIDE I | P | 2015-12-16 | 2016-06-14 | $6,765 | $6,761 | $4 | $4 | |
| 100,000.000 ALCOA INC SENIOR NOTE | P | 2010-12-30 | 2016-12-30 | $100,428 | $100,077 | $351 | $351 | |
| 2,000.000 APPLE INC | P | 2012-12-31 | 2016-12-05 | $217,995 | $208,680 | $9,315 | $9,315 | |
| 150,000.000 CASH AMER INTL INC SENIOR NOTE | P | 2014-05-07 | 2016-09-01 | $161,602 | $150,676 | $10,926 | $10,926 | |
| 210,000.000 CISCO SYSTEMS INC SENIOR NOTE | P | 2008-09-24 | 2016-02-22 | $210,000 | $207,131 | $2,869 | $2,869 | |
| 163,132.137 FEDERATED STRATEGIC VALUE DIV INST | P | 2012-12-31 | 2016-06-14 | $1,000,000 | $554,920 | $445,080 | $445,080 | |
| 42,000.000 FORTUNE BRANDS INC SENIOR NOTE | P | 2012-12-31 | 2016-01-15 | $42,000 | $42,001 | -$1 | -$1 | |
| 17,693.943 HARDING LOEVNER FRONTIER EMRG MKTS I | P | 2012-12-31 | 2016-03-04 | $123,327 | $152,696 | -$29,369 | -$29,369 | |
| 24,866.842 IVA FUNDS WORLDWIDE I | P | 2012-12-31 | 2016-06-14 | $408,562 | $424,037 | -$15,475 | -$15,475 | |
| 5,717.553 NUVEEN PREFERRED SECURITIES I | P | 2014-05-20 | 2016-03-04 | $93,997 | $100,004 | -$6,007 | -$6,007 | |
| 229,000.000 OMNICOM GROUP INC SENIOR NOTE | P | 2012-12-31 | 2016-04-15 | $229,000 | $228,676 | $324 | $324 | |
| 0.193 PLAINS GP HOLDINGS LP COM CL A | P | 2014-08-01 | 2016-12-06 | $6 | $14 | -$8 | -$8 | |
| 100,000.000 UNITED STATES STEEL CORP SENIOR NOTE | P | 2011-03-23 | 2016-06-09 | $104,993 | $100,308 | $4,685 | $4,685 | |
| 3,100.000 WISDOMTREE JAPAN HEDGED EQUITY FUND | P | 2012-12-31 | 2016-06-16 | $120,804 | $150,498 | -$29,694 | -$29,694 | |
| CSMC MTG TRUST-PRINCIPAL PAYMENT | P | 2012-12-31 | 2016-12-31 | $8,234 | $8,234 | |||
| FNMA PASS-THRU LNG 30 YEAR-PRINCIPAL PAY | P | 2012-12-31 | 2016-12-31 | $22,112 | $22,112 | |||
| 2,000.000 REVANCE THERAPEUTICS INC COM | P | 2012-12-31 | 2016-11-15 | $37,000 | $34,580 | $2,420 | $2,420 | |
| PROVINCIA DE BUENOS AIRES-PRINCIPAL PAY | P | 2012-12-31 | 2016-04-20 | $10,000 | $10,000 | |||
| COMPANIA LATINO AMERICA-PRINCIPAL PAY | P | 2012-12-31 | 2016-08-24 | $50,251 | $50,251 | |||
| FEDERATED STRATEGIC-CAP GAIN DISTR | P | 2012-12-31 | 2016-12-05 | $22,962 | $22,962 | $22,962 | ||
| VERSUS CAPITAL-CAP GAIN DISTR | P | 2012-12-31 | 2016-12-31 | $668 | $668 | $668 | ||
| FURNITURE AND FIXTURES | P | 2012-08-03 | 2016-01-01 | $45,000 | $79,472 | $3,448 | $3,448 | $37,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $422,498 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,898 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,898 | SubtotalAmt |
| Tax Based On Investment Income | $21,898 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,038 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,038 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $154 | EsPenaltyAmt |
| Tax Due | $8,014 | 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 | $17,743,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,181,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $404,518 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,329,109 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $19,329,109 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $289,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,039,172 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $951,959 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $951,959 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,898 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,898 | TotalTaxAmt |
| Distributable Before Adj | $930,061 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $930,061 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $930,061 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,766,853 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,766,853 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,766,853 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $930,061 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $140,333 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,446,429 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,586,762 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,766,853 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $930,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $836,792 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,423,554 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,423,554 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $140,333 | ExcessFromYear2Amt |
| Excess From Year1 | $1,446,429 | ExcessFromYear1Amt |
| Excess From Current Year | $836,792 | ExcessFromCurrentYearAmt |
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 | $1,596,393 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,596,393 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $303,356 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $686,260 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $422,498 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $989,616 | ExclusionAmt |
| Related Or Exempt Function Incm | $422,498 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,412,114 | 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 | $1,200,000 | 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 | $17,650 | $17,650 | $0 | $0 |
| PREPARATION OF FORM 990-PF | $9,875 | $0 | $0 | $9,875 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2012-08-03 | $38,125 | $18,384 | SL | 0.1428 | $681 |
| FURNITURE AND FIXTURES | 2012-12-04 | $6,419 | $2,866 | SL | 0.1428 | $115 |
| FURNITURE AND FIXTURES | 2012-12-18 | $25,327 | $11,308 | SL | 0.1428 | $452 |
| FURNITURE AND FIXTURES | 2013-01-10 | $3,267 | $1,342 | SL | 0.1429 | $58 |
| FURNITURE AND FIXTURES | 2013-03-05 | $6,334 | $2,601 | SL | 0.1429 | $113 |
| WEB SITE COST | 2013-12-15 | $22,600 | $6,862 | SL | 0.1429 | $3,230 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | Cost Or Other BasisCostOrOtherBasisAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $3,230 | $3,230 | ||
| Miscellaneous | $6,862 | $15,738 | $22,600 | $12,508 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRASER STRYKER PC LLO | CategoryTxt |
| Legal Fees | $1,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 |
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 | $1,764 | $1,764 | |
| INSURANCE | -$6 | -$6 | |
| MEALS AND ENTERTAINMENT | $2,236 | $2,236 | |
| OTHER INVESTMENT EXPENSES | $353 | $353 | |
| POSTAGE AND DELIVERY | $7 | $7 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $686,260 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $686,260 | 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 | $17,158 | $17,158 | $0 | $0 |
| MANAGEMENT FEES | $164,307 | $164,307 | $0 | $0 |
| THE DALLAS FOUNDATION | $12,000 | $0 | $0 | $12,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON 2015 NET INVESTMENT INCOME | $3,948 | ||
| FOREIGN WITHHOLDING | $1,995 | $1,995 | |
| PAYROLL TAXES AND EXPENSES | $15,508 | $7,754 | $7,754 |
| PROPERTY TAXES | $687 | $687 |