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PATRICK & BEATRICE HAGGERTY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PATRICK & BEATRICE HAGGERTY FOUNDATION (EIN 75-2076387)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201743199349100344
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-15T08:41:06-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN900525804PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAVILLE DODGEN & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 N PEARL STREET SUITE 1100AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752076387EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICK & BEATRICE HAGGERTY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPATRBusinessNameControlTxt
Phone2143611921PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14712 SHADYWOOD LANEAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICK HAGGERTYPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone2143611921PhoneNum
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ CLINTON PUGH CPAPreparerPersonNm
PTINP00162549PTIN
Phone2149229727PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.60.72.146IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-14IPDt
IP Tm14:39:18IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id04E6482E7337DCCEA33184251A7F2C03DE87EA77AtSubmissionCreationDeviceId
At Submission Filing Device Id37F14EAB54AE8D7A8111A0B9A8E06E06A4CCB58CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,073,483FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,101ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$287,893DividendsRevAndExpnssAmt
Dividends Net Invst Incm$281,357DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$191,648NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,530,888GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$191,648CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$48,387OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$48,387OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$542,029TotalRevAndExpnssAmt
Total Net Invst Incm$521,392TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,870AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,718AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,153AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$94,393OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,318OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$66,075OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,405TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,362TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$29,248OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,690OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$18,558OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$135,916TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,088TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$89,786TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$645,601ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$645,601ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$781,517TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,088TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$735,387TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$239,488ExcessRevenueOverExpensesAmt
Net Investment Income$475,304NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$42,672CashBOYAmt
Cash EOY$62,682CashEOYAmt
Cash EOYFMV$62,682CashEOYFMVAmt
Sav And Temp Cash Invst BOY$390,873SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,816,903SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,816,903SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,759,787CorporateStockBOYAmt
Corporate Stock EOY$8,773,774CorporateStockEOYAmt
Corporate Stock EOYFMV$8,773,774CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,158,853CorporateBondsBOYAmt
Corporate Bonds EOY$1,970,375CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,970,375CorporateBondsEOYFMVAmt
Other Investments BOY$2,800,827OtherInvestmentsBOYAmt
Other Investments EOY$2,449,749OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,449,749OtherInvestmentsEOYFMVAmt
Total Assets BOY$14,153,012TotalAssetsBOYAmt
Total Assets EOY$15,073,483TotalAssetsEOYAmt
Total Assets EOYFMV$15,073,483TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$14,153,012RetainedEarningBOYAmt
Retained Earning EOY$15,073,483RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,153,012TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,073,483TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,153,012TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,073,483TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,153,012TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$239,488ExcessRevenueOverExpensesAmt
Other Increases$1,159,959OtherIncreasesAmt
Subtotal$15,073,483SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,073,483TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
US TRUST #4641$3,417,055$3,394,985$31,195$31,195
US TRUST #4641$6,061,946$5,957,189$108,566$108,566
CAPITAL GAINS DIVIDENDS$51,887$51,887$51,887P
FieldValueIRS element (for citing)
Capital Gain Net Income$191,648CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$713,156AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$14,825,957NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048102DistributionYr1Rt
Adjusted Qlfy Distri Yr2$687,747AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$14,902,712NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046149DistributionYr2Rt
Adjusted Qlfy Distri Yr3$607,907AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$13,865,442NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043843DistributionYr3Rt
Adjusted Qlfy Distri Yr4$675,405AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,885,030NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052418DistributionYr4Rt
Adjusted Qlfy Distri Yr5$596,213AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$13,459,724NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044296DistributionYr5Rt
Total Distribution0.234808TotalDistributionRt
Average Distribution0.046962AverageDistributionRt
Net Vl Noncharitable Assets$14,506,943NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$681,275AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,753NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$686,028AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$735,387QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,753InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,753SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,753TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,567EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,567TotalPaymentsAndCreditsAmt
Es Penalty$57EsPenaltyAmt
Tax Due$1,243TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPATRICK E HAGGERTYIndividualWithBooksNm
Phone2143611921PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14712 SHADYWOOD LANEAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75209ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICK E HAGGERTY
4712 SHADYWOOD LANEDALLASTX75209CHAIRMAN/CEO1.00$0$0$0
MICHAEL HAGGERTY
2003 LAKESHORE DRIVEAUSTINTX78746SECRETARY/TREASURER1.00$0$0$0
PEGGY KELSEY
4712 SHADYWOOD LANEDALLASTX75209DIRECTOR1.00$0$0$0
TERESA HAGGERTY PARRAVANO
6434 MIMOSADALLASTX75230DIRECTOR1.00$0$0$0
ROBERT MOOSEY
1409 10TH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,901,931AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$825,930AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,727,861TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,727,861AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$220,918CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,506,943NetVlNoncharitableAssetsAmt
Minimum Investment Return$725,347MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$725,347MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,753TaxBasedOnInvestmentIncomeAmt
Total Tax$4,753TotalTaxAmt
Distributable Before Adj$720,594DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$720,594DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$720,594DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$735,387ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$735,387QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,753PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$730,634AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$720,594DistributableAsAdjustedAmt
Undistributed Income PY$735,083UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$735,387QualifyingDistributionsAmt
Applied To Year1$735,083AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$304AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$720,290UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTIST OUTREACH
10000 NORTH CENTRAL EXPWY STE 400DALLASTX75231PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$5,000
CARITAS OF AUSTIN
PO BOX 1947AUSTINTX78767PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$3,250
CASA
2757 SWISS AVEDALLASTX75204PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$25,000
CHILDREN'S HEALTH
2777 STEMMONS FREEWAY SUITE 700DALLASTX75207SO-DPCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$125,000
CHRIST THE KING
8017 PRESTON ROADDALLASTX75225PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$1,625
CISTERCIAN PREPARATORY SCHOOL
3660 CISTERCIAN ROADIRVINGTX75039NCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$255,000
CITYSQUARE
511 N AKARD STREET SUITE 302DALLASTX75201PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$10,000
CLAYTON DABNEY
6500 GREENVILLE AVE SUITE 342DALLASTX75206SO-DPCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$3,500
COMMUNITY PARTNERS
1215 SKILES STREETDALLASTX75204PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$5,000
CROSSROADS AT BIG CREEK
PO BOX 608STURGEON BAYWI54235PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$2,875
CRYSTAL CHARITY BALL
3838 OAK LAWN AVENUE SUITE L150DALLASTX75219PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$5,000
DIVINE SAVIOR HOLY ANGELS HIGH SCHOOL
4257 N 100TH STREETMILWAUKEEWI53222NCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$3,000
DOOR COUNTY MEDICAL CENTER
323 SOUTH 18TH AVESTURGEON BAYWI54235SO-DPCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$5,000
DOOR COUNTY YMCA
1900 MICHIGAN STSTURGEON BAYWI54235PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$5,000
FAMILY PLACE
PO BOX 7999DALLASTX75209PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$61,000
HOCKADAY SCHOOL
11600 WELCH ROADDALLASTX75229PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$3,000
LEGAL HOSPICE OF TEXAS
1825 MARKET CENTER BLVD SUITE 550DALLASTX75207PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$2,500
MARQUETTE UNIVERSITY HIGH SCHOOL
3401 WISCONSIN AVEMILWAUKEEWI53208PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$3,000
MARQUETTE UNIVERSITY HAGGERTY MUSEUM
PO BOX 1881MILWAUKEEWI53201PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$25,000
NOTRE DAME SCHOOL
2018 ALLEN STREETDALLASTX75204SO-DPCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$15,000
OUR LADY OF PERPETUAL HELP
7625 CORTLAND AVEDALLASTX75235NCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$12,000
PARAMOUNT THEATRE
713 CONGRESS AVEAUSTINTX78701PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$10,000
PENINSULA PLAYERS
4351 PENNINSULA PLAYERS RDFISH CREEKWI54212PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$5,000
PENINSULA SCHOOL OF THE ARTS
PO BOX 304FISH CREEKWI55212PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$2,375
POINTLESS THEATRE
PO BOX 43033WASHINGTONDC20010PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$2,000
SANTA CLARA CATHOLIC SCHOOL
321 CALUMET AVEDALLASTX75211NCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$16,476
SOME
71 O STREET NWWASHINGTONDC20001PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$2,625
SOUTHWESTERN DIABETIC FOUNDATION
PO BOX 918GAINSVILLETX76241PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$5,000
SSP LEARNING CENTER
PO BOX 41213AUSTINTX78704PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$3,250
UNIVERSITY OF DALLAS
1845 E NORTHGATE DRIVEIRVINGTX75062NCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$10,000
URBAN ROOTS
4900 GONZALES STAUSTINTX78702PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$3,250
VNA
1600 VICEROY DR SUITE 400DALLASTX75235PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$5,000
WOMEN'S FUND OF DOOR COUNTY
PO BOX 802STURGEON BAYWI54235PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$2,000
YOUNG WOMEN'S PREPARATORY NETWORK
2804 SWISS AVENUEDALLASTX75204PCCHARITABLE - FOR GENERAL OPERATIONS OF AGENCY$2,875
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$645,601TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$287,893ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$48,387ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$191,648ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$527,928ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$527,928TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPATRICK HAGGERTYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14712 SHADYWOOD LANEAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75209ZIPCd
FieldValueIRS element (for citing)
Total Contributions$14,101TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,870Amt
Net Investment Income$1,718NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,153DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,970,375EOYBookValueAmt
EOYFMV$1,970,375EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$8,773,774EOYBookValueAmt
EOYFMV$8,773,774EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,449,749BookValueAmt
EOYFMV$2,449,749EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSE$220$220$0
OFFICE EXPENSE$1,553$0$1,553
BOARD MEETING EXPENSE$4,415$2,208$2,207
PORTFOLIO DEDUCTIONS$8,262$8,262$0
ADMINISTRATOR FEES$14,798$0$14,798

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXCELSIOR PRIVATE MARKETS FUND II$40,500$40,500$40,500
EXCELSIOR PRIVATE MARKETS FUND III$6,719$6,719$6,719
MASSEY ENERGY COMPANY$340$340$340
PSYCHIATRIC SOLUTIONS, INC.$514$514$514
CELERA CORPORATION SECURITIES LITIGATION$314$314$314

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFMV ADJUSTMENTDesc
Amt$1,159,959Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$94,393Amt
Net Investment Income$28,318NetInvestmentIncomeAmt
Disbursements Charitable Prps$66,075DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$5,362$5,362$0
INCOME TAX EXPENSE$43$0$0

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