PEROT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PEROT FOUNDATION (EIN 75-6093258)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-26
- IRS object ID
- 201722999349100602
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-26T09:39:57-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756093258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Perot Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERO | 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 | JYROBB III | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9725351900 | PhoneNum |
| Signature | 2017-10-26 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $74,424,762 | 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 | $167,096 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,132,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,132,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $272,730 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $272,730 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $269,752 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,323 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,842,489 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,408,964 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $114,900 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $114,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,009 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,009 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $154 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $154 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,705 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,586 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,881 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $3,185 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,185 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $313,225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $304,829 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,515 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $473,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $311,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $150,644 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,738,491 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,738,491 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,211,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $311,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,889,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,369,180 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,097,549 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,370 | CashBOYAmt |
| Cash EOY | $51,818 | CashEOYAmt |
| Cash EOYFMV | $51,818 | CashEOYFMVAmt |
| Other Investments BOY | $77,195,051 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $69,824,509 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,018,341 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $165,516 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,681 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $163,835 | LandBOYAmt |
| Land EOY | $163,835 | LandEOYAmt |
| Land EOYFMV | $163,835 | LandEOYFMVAmt |
| Other Assets BOY | $4,190,768 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,190,768 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,190,768 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $81,602,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,230,930 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $74,424,762 | 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 | $81,602,024 | RetainedEarningBOYAmt |
| Retained Earning EOY | $74,230,930 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,602,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,230,930 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,602,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,230,930 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,602,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,369,180 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $74,232,844 | SubtotalAmt |
| Other Decreases | $1,914 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,230,930 | 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 |
|---|---|---|---|---|---|
| From K-1 - Petrus Short Term Fund | P | 2016-01-01 | 2016-12-31 | -$22,320 | -$22,320 |
| From K-1 - Petrus Short Term Fund | P | 2016-01-01 | 2016-12-31 | -$3,747 | -$3,747 |
| From K-1 - Petrus Quantitative Strategies Fund | P | 2016-01-01 | 2016-12-31 | $7,802 | $7,802 |
| From K-1 - Petrus Quantitative Strategies Fund | P | 2016-01-01 | 2016-12-31 | $2,037 | $2,037 |
| From K-1 - Petrus Quantitative Strategies Fund 1256 Loss | P | 2016-01-01 | 2016-12-31 | -$52,417 | -$52,417 |
| From K-1 - Petrus Quantitative Strategies Fund 1256 Loss | P | 2016-01-01 | 2016-12-31 | -$78,625 | -$78,625 |
| From K-1 - Petrus Special Siuations Fund | P | 2016-01-01 | 2016-12-31 | $15,541 | $15,541 |
| From K-1 - Petrus Special Siuations Fund | P | 2016-01-01 | 2016-12-31 | $75,731 | $75,731 |
| From K-1 - Petrus Special Siuations Fund 1256 Loss | P | 2016-01-01 | 2016-12-31 | -$2,405 | -$2,405 |
| From K-1 - Petrus Special Siuations Fund 1256 Loss | P | 2016-01-01 | 2016-12-31 | -$3,608 | -$3,608 |
| From K-1 - Petrus Tactical Fund LP | P | 2016-01-01 | 2016-12-31 | -$93 | -$93 |
| From K-1 - Petrus Tactical Fund LP | P | 2016-01-01 | 2016-12-31 | -$154,286 | -$154,286 |
| From K-1 - Petrus Tactical Fund LP 1256 Gain | P | 2016-01-01 | 2016-12-31 | $423 | $423 |
| From K-1 - Petrus Tactical Fund LP 1256 Gain | P | 2016-01-01 | 2016-12-31 | $635 | $635 |
| From K-1 - Petrus Dividend Basket LP | P | 2016-01-01 | 2016-12-31 | -$931 | -$931 |
| From K-1 - Petrus Dividend Basket LP | P | 2016-01-01 | 2016-12-31 | $19,658 | $19,658 |
| From K-1 - Petrus Yield Opportunity Fund LP | P | 2016-01-01 | 2016-12-31 | $11,724 | $11,724 |
| From K-1 - Petrus Yield Opportunity Fund LP | P | 2016-01-01 | 2016-12-31 | -$21,239 | -$21,239 |
| From K-1 - Petrus Securities LP | P | 2016-01-01 | 2016-12-31 | $25,303 | $25,303 |
| From K-1 - Petrus Securities LP | P | 2016-01-01 | 2016-12-31 | $498,988 | $498,988 |
| From K-1 - Petrus Securities LP 1231 Loss | P | 2016-01-01 | 2016-12-31 | -$8,435 | -$8,435 |
| From K-1 - Petrus Securities LP 1256 Loss | P | 2016-01-01 | 2016-12-31 | -$16,139 | -$16,139 |
| From K-1 - Petrus Securities LP 1256 Loss | P | 2016-01-01 | 2016-12-31 | -$24,208 | -$24,208 |
| From K-1 - Petrus Fund LP 1256 Gain | P | 2016-01-01 | 2016-12-31 | $462 | $462 |
| From K-1 - Petrus Fund LP 1256 Gain | P | 2016-01-01 | 2016-12-31 | $694 | $694 |
| From K-1 - Petrus Fund LP 1231 Gain | P | 2016-01-01 | 2016-12-31 | $12,959 | $12,959 |
| From K-1 - Petrus Securities LP | P | 2016-01-01 | 2016-12-31 | -$10,774 | -$10,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $272,730 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,580,560 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $77,859,197 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.148737 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,290,033 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $74,102,978 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084882 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,126,019 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $63,003,335 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.240083 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,243,435 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $56,849,157 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.232957 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,505,875 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $72,374,191 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.255697 | DistributionYr5Rt |
| Total Distribution | 0.962356 | TotalDistributionRt |
| Average Distribution | 0.192471 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $72,601,840 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,973,749 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,975 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,984,724 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,889,135 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,951 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,951 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,951 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,067 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $16,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $36,067 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,116 | OverpaymentAmt |
| Applied To ES Tax | $14,116 | 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 | Yes (1) | 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 |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| H Ross Perot | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | President, Director | 0.00 | $0 | $0 | $0 |
| Margot B Perot | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Carolyn P Rathjen | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Vice Pres, Exec Director | 20.00 | $36,000 | $9,275 | $0 |
| John T Walter Jr | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Secretary, Director | 0.00 | $0 | $0 | $0 |
| H Ross Perot Jr | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Nancy E Perot | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Suzanne P McGee | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Katherine P Reeves | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| Bette Perot | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Director | 0.00 | $0 | $0 | $0 |
| J Y Robb III | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Treasurer | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Trudy Renna | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Administrative Assis | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $78,900 | CompensationAmt |
| Employee Benefits | $4,734 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 provides shelter for unrelated individuals who are officers of the Salvation Army | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | The Foundation provides assistance to unrelated indigent individuals | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | The Foundation provides assistance in obtaining medical care to unrelated military personnel, veterans and their families | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
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 | $73,660,791 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,707,452 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,707,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,105,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,601,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,630,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,630,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,951 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $17,147 | IncomeTaxAmt |
| Total Tax | $39,098 | TotalTaxAmt |
| Distributable Before Adj | $3,590,994 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,590,994 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,590,994 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,889,135 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,889,135 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,889,135 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,590,994 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,905,015 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,427,613 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,987,866 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,606,153 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,701,875 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,628,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,889,135 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,590,994 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,298,141 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $52,926,663 | 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 | $14,905,015 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,021,648 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,427,613 | ExcessFromYear4Amt |
| Excess From Year3 | $11,987,866 | ExcessFromYear3Amt |
| Excess From Year2 | $2,606,153 | ExcessFromYear2Amt |
| Excess From Year1 | $7,701,875 | ExcessFromYear1Amt |
| Excess From Current Year | $5,298,141 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H Ross Perot | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Carolyn P Rathjen | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 9725351900 | 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 (113 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aberg Center for Literacy | |||||||||||
| 5100 Ross Ave | Dallas | TX | 75206 | None | Public Charity | General Fund | $5,000 | ||||
| Agape Clinic | |||||||||||
| 4105 Junius Street | Dallas | TX | 75246 | None | Public Charity | Provdies primary and specialty care to the uninsured, underinsured, and the working poor of North Texas | $25,000 | ||||
| Aging Mind Foundation | |||||||||||
| 4219 West Lovers Lane | Dallas | TX | 75209 | None | Public Charity | General Fund | $2,000 | ||||
| Alley's House | |||||||||||
| 4113 Junius Street | Dallas | TX | 75246 | None | Public Charity | Provides a nurturing, stable environment to help teen mothers overcome obstacles and become thriving women through counseling, innovative learning, and workforce development. | $15,000 | ||||
| American Fighter Aces Association | |||||||||||
| 9404 East Marginal Way South | Seattle | WA | 981084097 | None | Public Charity | AFAA 2016 Reunion | $5,000 | ||||
| Anti-Defamation League | |||||||||||
| 5720 LBJ Freeway Ste 120 | Dallas | TX | 75240 | None | Public Charity | Larry Schoenbrun Jurisprudence Award Honoring Carol Glandenning | $5,000 | ||||
| AT&T Performing Arts Center | |||||||||||
| 2403 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support of the Arts | $1,000,000 | ||||
| Austin Street Center | |||||||||||
| PO Box 710729 | Dallas | TX | 75371 | None | Public Charity | General Operation Support | $25,000 | ||||
| Barbecue Boots & Badges | |||||||||||
| 801 Easy Plano Parkway Ste 135 | Plano | TX | 75074 | None | Public Charity | Battle of the Pitmasters Police vs. Firefighters | $5,000 | ||||
| Bermuda Zoological Society | |||||||||||
| None | Public Charity | General Fund | $100,000 | PO Box FL 145 | Flatts FL | Bermuda | BD | ||||
| Big Thought | |||||||||||
| 1409 South Lamar Street Suite 1015 | Dallas | TX | 75215 | None | Public Charity | To make imagination a part of everyday learning. | $25,000 | ||||
| Black Knights Association | |||||||||||
| 358 Lake Crest Court | Weston | FL | 33326 | None | Public Charity | Fundraising campaign to relocate and complete a memorial to honor those who served with the 3rd/5th Cavalry Regiment | $12,000 | ||||
| Bomb Factory - Benefit for The Salvation Army | |||||||||||
| 2713 Canton Street | Dallas | TX | 75226 | None | Public Charity | Benefit for the Salvation Army | $2,847 | ||||
| Boy Scouts Circle Ten Council | |||||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | None | Public Charity | Provide programs to scouts | $300,000 | ||||
| Caddo Area Council BSA | |||||||||||
| 24 Lynwood Drive | Texarkana | TX | 75503 | None | Public Charity | Scout-o-rama 2016 donation | $1,000 | ||||
| Camp John Marc | |||||||||||
| 2824 Swiss Ave | Dallas | TX | 75204 | None | Public Charity | Holds, manages, and invests endowment funds of special camps for special kids | $10,000 | ||||
| Chatham Hall | |||||||||||
| 800 Chatham Hall Circle | Chatham | VA | 245313085 | None | Public Charity | Prepares girls for college and for productive lives | $5,000 | ||||
| Children's Medical Center Foundation | |||||||||||
| 2777 Stemmons Freeway Suite 700 | Dallas | TX | 75207 | None | Public Charity | Medical research | $5,000 | ||||
| City Square | |||||||||||
| 511 N Akard Street Ste 302 | Dallas | TX | 75201 | None | Public Charity | Fight the causes and effects of poverty through service, advocacy, and friendship. Working together as a community, we feed the hungry, heal the sick, house the homeless and renew hope in the heart of our city. | $25,000 | ||||
| Clayton Dabney Foundation for Kids with Cancer | |||||||||||
| 6500 Greenville Ave 342 | Dallas | TX | 75206 | None | Public Charity | Provide anonymous assistance to needy families of cancer victims | $10,000 | ||||
| Crystal Charity Ball | |||||||||||
| 3838 Oak Lawn Avenue Ste L150 | Dallas | TX | 75219 | None | Public Charity | To aid, support, and make contributions and donations to charitable, religious, or educational agencies and organizations located in Dallas County, Texas which are primarily concerned with or for the care, development or welfare of children. | $5,000 | ||||
| Dallas Arboretum | |||||||||||
| 8525 Garland Road | Dallas | TX | 75218 | None | Public Charity | To build and maintain a public venue that promotes the art, enjoyment and knowledge of horticulture, while providing opportunities for education and research | $10,000 | ||||
| Dallas Furniture Bank | |||||||||||
| PO Box 815788 | Dallas | TX | 75381 | None | Public Charity | Provides furniture to families who are ready to re-enter independent living | $5,000 | ||||
| Dallas Historical Society | |||||||||||
| PO Box 150038 | Dallas | TX | 75315 | None | Public Charity | Collects, preserves and exhibits the unique heritage of Dallas and Texas to educate and inspire present and future generations. | $5,000 | ||||
| Dallas Museum of Art | |||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for art programs | $15,000 | ||||
| Dallas Symphony Association | |||||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support for the performing arts | $32,640 | ||||
| Dallas Winds | |||||||||||
| PO Box 595026 | Dallas | TX | 75359 | None | Public Charity | Support of the Arts | $25,000 | ||||
| DME Exchange of Dallas | |||||||||||
| 12015 Shiloh Road Suite 130 | Dallas | TX | 75228 | None | Public Charity | Recycling Durable Medical Equipment for Those in Need | $10,000 | ||||
| Doctors Without Borders | |||||||||||
| 333 Seventh Avenue 2nd Floor | New York | NY | 10001 | None | Public Charity | Medical and humanitarian relief | $1,500 | ||||
| DPSTF | |||||||||||
| 5821 Airport Blvd | Austin | TX | 78752 | None | Public Charity | Serve and protect the DPS officers who serve and protect | $1,000 | ||||
| Educational Opportunities Inc | |||||||||||
| 8350 N Central Expressway Suite 775 | Dallas | TX | 75206 | None | Public Charity | Offer financial assistance and mentoring support to hundreds of graduates from Dallas public schools as they pursue higher education. | $13,200 | ||||
| Excella Health ICU Capital Campaign | |||||||||||
| 420 Pellis Road | Greensburg | PA | 15601 | None | Public Charity | Medical | $25,000 | ||||
| Family Gateway | |||||||||||
| 600 Jackson Street | Dallas | TX | 75202 | None | Public Charity | Lead the Dallas community to end child homelessness by providing inovative and comprehensive housing, social, and educaitonal programs to homeless children and their families. | $25,000 | ||||
| Ferguson Road Initiative | |||||||||||
| PO Box 570417 | Dallas | TX | 75357 | None | Public Charity | Transform Far East Dallas into a safe, beautiful, prosperous and proud community by inspiring hope and working together to achieve a shared vision | $25,000 | ||||
| First Presbyterian Church of Duncanville | |||||||||||
| 543 E Freeman Street | Duncanville | TX | 75116 | None | Public Charity | Religious | $5,000 | ||||
| First Presbyterian Church of Greensburg | |||||||||||
| 300 South Main Street | Greensburg | PA | 15601 | None | Public Charity | Religious | $65,000 | ||||
| First Presbyterian Church of Texarkana | |||||||||||
| 516 Pecan Street | Texarkana | AR | 71854 | None | Public Charity | Religious | $1,000 | ||||
| Folds of Honor | |||||||||||
| 5030 Manett Street | Dallas | TX | 75206 | None | Public Charity | Provides educational scholarships to the children and spouses of our fallen and disabled service members | $15,000 | ||||
| Foundation Fighting Blindness | |||||||||||
| 1663 Steele Street Ste 607 | Denver | CO | 80206 | None | Public Charity | Make a difference for people living with retinal diseases and discover the ways you can help. | $100,000 | ||||
| Franklin Habitat for Humanity | |||||||||||
| PO Box 120 | Franklin | TX | 77856 | None | Public Charity | Assist is building houses for those in need | $40,000 | ||||
| Frontiers of Flight Museum | |||||||||||
| 6911 Lemmon Avenue | Dallas | TX | 75209 | None | Public Charity | To create and sponsor educational programs for school and public groups in order to educate, motivate, and inspire the next generation | $25,000 | ||||
| Genesis Women's Shelter | |||||||||||
| 4411 Lemmon Ave Ste 201 | Dallas | TX | 75219 | None | Public Charity | To provide shelter, safety, counseling,and expert services to battered women and their children | $20,000 | ||||
| Girl Scouts of Northeast Texas | |||||||||||
| 6001 Summerside Dr | Dallas | TX | 75252 | None | Public Charity | Women of Distinction Luncheon | $1,005,000 | ||||
| Greater Dallas Veterans | |||||||||||
| 4400 Williamsburg Road | Dallas | TX | 75220 | None | Public Charity | Support for 2016 Dallas Veterans Parade | $5,000 | ||||
| Groundwork Dallas | |||||||||||
| 3001 Quebec Street Suite 201 | Dallas | TX | 75247 | None | Public Charity | Works to improve and maintain the Great Trinity Forest and surrounding communities | $10,000 | ||||
| Happy Hill Farm | |||||||||||
| 3846 North Highway 144 | Granbury | TX | 76048 | None | Public Charity | Education programs for underpriviledged kids | $10,000 | ||||
| Healing Hands Ministries | |||||||||||
| PO Box 741524 | Dallas | TX | 75374 | None | Public Charity | Medical & Dental clinic for needy | $5,000 | ||||
| Heart House | |||||||||||
| 8515 Park Lane Phase 1 304 | Dallas | TX | 75231 | None | Public Charity | Provides children with safety, education, and an opportunity to succeed | $2,500 | ||||
| Highland Park Presbyterian Church | |||||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Religious | $100,000 | ||||
| Interfaith Housing Coalition | |||||||||||
| 5600 Ross Avenue | Dallas | TX | 75206 | None | Public Charity | To be the hands of Christ helping families transition from homelessness to self-sufficiency and new hope | $25,000 | ||||
| JDRF Greater Dallas | |||||||||||
| 9400 N Central Expressway 1201 | Dallas | TX | 75231 | None | Public Charity | Medical research | $25,000 | ||||
| Jubilee Park and Community Center | |||||||||||
| 907 Bank Street | Dallas | TX | 75223 | None | Public Charity | Revitalization project of a poor neighborhood near Fair Park by building a community center | $100,000 | ||||
| Klyde Warren Park | |||||||||||
| 1909 Woodall Rogers Freeway Ste 403 | Dallas | TX | 75201 | None | Public Charity | To manage and operate Klyde Warren Park in order to provide free programming and educational opportunities for the enrichment of visitor's lives, showcase the multitude of cultures and talents Dallas has to offer, and to be a clean, safe, and active town square where citizens can congregate and create traditions. | $25,000 | ||||
| Leadership Freedom | |||||||||||
| 1735 Buford Hwy Ste 215-332 | Cumming | GA | 30041 | None | Public Charity | Leadership Freedom is about freeing leaders to lead higher. We help clients break away from old barriers, learn new skills, and free people to work with more passion, energy, and productivity. | $3,754 | ||||
| Marine Corps Scholarship Foundation | |||||||||||
| 909 N Washington Street Suite 400 | Alexandria | VA | 22314 | None | Public Charity | Provides scholarships to Marine Corp veterans | $100,000 | ||||
| Masterworks Foundation | |||||||||||
| None | Public Charity | Support of the arts | $20,000 | PO Box HM 1929 | Hamilton | Bermuda | BD | ||||
| Mayor's Education Programs Fund | |||||||||||
| 3963 Maple Avenue Suite 390 | Dallas | TX | 75219 | None | Public Charity | Education fund | $5,000 | ||||
| Mental Health America of Greater Dallas | |||||||||||
| 624 Good Latimer Ste 200 | Dallas | TX | 75204 | None | Public Charity | To provide mental health education | $25,000 | ||||
| Museum of the American Revolution | |||||||||||
| 123 Chestnut Street | Philadelphia | PA | 19106 | None | Public Charity | Museum support to preserve history of our nation | $200,000 | ||||
| National Infantry Foundation | |||||||||||
| PO Box 2823 | Columbus | GA | 31902 | None | Public Charity | Building fund for a new national infantry museum & soldier center | $100,000 | ||||
| Navy SEAL Foundation | |||||||||||
| 162 West 56th Street Ste 405 | New York | NY | 10019 | None | Public Charity | The Navy SEAL Foundation provides immediate and ongoing support and assistance to the Naval Special Warfare community and its families | $10,000 | ||||
| NC State Foundation | |||||||||||
| Campus Box 7401 | Raleigh | NC | 276957401 | None | Public Charity | Educational scholarships | $10,000 | ||||
| North Texas Food Bank | |||||||||||
| 4500 S Cockrell Hill Road | Dallas | TX | 75236 | None | Public Charity | Provides access to more than 190,000 meals each day for hungry children, seniors and families through a network of more than 1,000 programs and 200 Partner Agencies in a 13-county service area. | $400,000 | ||||
| Notre Dame School | |||||||||||
| 2018 Allen Street | Dallas | TX | 75204 | None | Public Charity | Education | $2,500 | ||||
| On the Road Lending | |||||||||||
| 4141 Office Parkway | Dallas | TX | 75204 | None | Public Charity | Seeks to lift the disadvantaged and working poor from poverty by providing financial education and assisting with assessing reliable transportation. | $25,000 | ||||
| Operation Once in a Lifetime | |||||||||||
| PO Box 797052 | Dallas | TX | 75379 | None | Public Charity | Education | $1,500 | ||||
| Orphan Outreach | |||||||||||
| 2001 W Plano Parkway Suite 3700 | Plano | TX | 75075 | None | Public Charity | The mission of Orphan Outreach is to glorify the Lord Jesus Christ by ministering to orphans around the world by meeting spiritual, physical, emotional and educational needs. | $2,500 | ||||
| Perot Museum of Nature and Science | |||||||||||
| PO Box 151469 | Dallas | TX | 75315 | None | Public Charity | Support for capital campaign | $125,000 | ||||
| Planned Parenthood | |||||||||||
| 7424 Greenville Ave Ste 206 | Dallas | TX | 75231 | None | Public Charity | Support of women's health | $10,000 | ||||
| Presbyterian Communities and Services Foundation | |||||||||||
| 6100 Colwell Blvd Suite 225 | Irving | TX | 75039 | None | Public Charity | Religious | $500,000 | ||||
| Raymond Larry | |||||||||||
| 708 Scottsdale Drive | Richardson | TX | 75080 | None | Individual | Support for a Vietnam veteran | $500 | ||||
| Retina Foundation of the Southwest | |||||||||||
| 9600 N Central Expwy Suite 200 | Dallas | TX | 75231 | None | Public Charity | Eye research into macular degeneration, pediatric eye disorders, and genetic eye diseases | $5,000 | ||||
| Rotary Club of Dallas | |||||||||||
| 5430 Glen Lakes Drive Suite 240 | Dallas | TX | 75231 | None | Public Charity | To provide service to others, to identify and support humanitarian projects, to promote high ethical standards, and to advance world understanding, goodwill, and peace through its fellowship of business, professional, and community leaders. | $25,000 | ||||
| ScholarShort Inc | |||||||||||
| 2904 Swiss Avenue | Dallas | TX | 75204 | None | Public Charity | Dedicated to helping at risk students complete degrees in higher education. | $3,000 | ||||
| Sergeant Reckless Memorial Fund | |||||||||||
| 5174 Village 5 | Camarillo | CA | 93012 | None | Public Charity | Dedicated to raising money to build a national monument for the amazing Korean War hero horse, Sgt Reckless, who was so heroic during the Korean War she was OFFICIALLY promoted to the rank of Staff Sergeant by the Commandant of the Marine Corps! Life Magazine has her listed as one of our greatest heroes. | $20,000 | ||||
| Sky Ranch | |||||||||||
| 600 N Pearl Street Ste 640 LB 148 | Dallas | TX | 75201 | None | Public Charity | Military Family Camp | $10,000 | ||||
| Southwestern Diabetic Foundation | |||||||||||
| PO Box 918 | Gainesville | TX | 76241 | None | Public Charity | Campership program | $10,000 | ||||
| Special Programs for Aging Needs | |||||||||||
| 1800 Malone Street | Denton | TX | 76201 | None | Public Charity | Enable people to live as fully and independently as possible by providing nutrition, transportation and other social services to seniors, people with disabilities, veterans and the public. | $10,000 | ||||
| St Phillips School and Community Center | |||||||||||
| 1600 Pennsylvania Avenue | Dallas | TX | 75215 | None | Public Charity | Education | $100,000 | ||||
| Suicide Crisis Center of North Texas | |||||||||||
| 2808 Swiss Avenue | Dallas | TX | 75204 | None | Public Charity | Aids in the prevention of suicide | $25,000 | ||||
| Texarkana College | |||||||||||
| 2500 N Robinson Road | Texarkana | TX | 75599 | None | Public Charity | Education | $1,000,000 | ||||
| Texas Winds Musical Outreach Inc | |||||||||||
| 7038 Hunters Ridge Drive | Dallas | TX | 75248 | None | Public Charity | Programs for the ill health, economically disadvantaged, isolated seniors and at-risk children | $10,000 | ||||
| TexProtects | |||||||||||
| 2904 Floyd Streetm Ste A | Dallas | TX | 75204 | None | Public Charity | To reduce and prevent child abuse and neglect through research, advocacy and education | $25,000 | ||||
| The Bridge | |||||||||||
| PO Box 710100 | Dallas | TX | 75371 | None | Public Charity | Homeless recovery ensuring that its guests have access to a variety of services that are essential to their comback from homlessness | $100,000 | ||||
| The Child Care Group | |||||||||||
| 8585 North Stemmons Freeway Ste 500 | Dallas | TX | 75247 | None | Public Charity | Provide and promote quality child care services | $25,000 | ||||
| The Cooper Institute | |||||||||||
| 12330 Preston Road | Dallas | TX | 75230 | None | Public Charity | research and education organization dedicated globally to preventive medicine | $5,000 | ||||
| The Dallas Institute of Humanities | |||||||||||
| 2719 Routh Street | Dallas | TX | 75201 | None | Public Charity | To enrich and deepen lives through the wisdom and imagination of the humanities. | $25,000 | ||||
| The Family Place | |||||||||||
| PO Box 7999 | Dallas | TX | 75209 | None | Public Charity | The Family Place empowers victims of family violence by providing safe housing, counseling and skills that create independence while building community engagement and advocating for social change to stop family violence. | $215,000 | ||||
| The Global Fund for Children | |||||||||||
| 1101 Fourteenth Street NW Suite 420 | Washington | DC | 20005 | None | Public Charity | Advance the dignity of vulnerable children and youth around the world | $50,000 | ||||
| The Hockaday School | |||||||||||
| 11600 Welch Road | Dallas | TX | 75229 | None | Public Charity | Education | $27,500 | ||||
| The Salesmanship Club | |||||||||||
| 106 E 10th Street Suite 200 | Dallas | TX | 75203 | None | Public Charity | Support the innovative education and therapeutic programs of Salesmanship Club Youth & Family Centers | $10,000 | ||||
| The Salvation Army School for Officers Training | |||||||||||
| 1032 Metropolitan Parkway | Atlanta | GA | 30310 | None | Public Charity | Provide support for officers in training | $1,000,000 | ||||
| The Salvation Army Texarkana | |||||||||||
| 400 E 4th Street | Texarkana | TX | 71854 | None | Public Charity | Provide support for victims of domestic abuse | $10,000 | ||||
| The Salvation Army | |||||||||||
| 8787 N Stemmons Frwy Suite 800 | Dallas | TX | 75247 | None | Public Charity | Provide Support for Victims of Domestic Violence | $130,000 | ||||
| The Senior Source | |||||||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | None | Public Charity | Underwriting of 2016 Spirit of Generations Awards Luncheon | $25,000 | ||||
| The Sweetheart Ball | |||||||||||
| 6801 Turtle Creek Blvd | Dallas | TX | 75205 | None | Public Charity | Medical research | $175,000 | ||||
| The Wilkinson Center | |||||||||||
| PO Box 720248 | Dallas | TX | 75372 | None | Public Charity | Provide pathways out of poverty | $10,000 | ||||
| Treasure Street | |||||||||||
| 2222 Welborn Street | Dallas | TX | 75219 | None | Public Charity | Medical research | $25,000 | ||||
| Trinity River Audobon Center | |||||||||||
| 6500 Great Trinity Forest Way | Dallas | TX | 75217 | None | Public Charity | Scissor tails and cocktails benefit for the Trinity River Audubon Center | $5,000 | ||||
| United States Air Force Academy | |||||||||||
| 3116 Academy Drive Suite 200 | USAFA | CO | 80840 | None | Public Charity | Gen. Risner Military Scholar Fund | $350,000 | ||||
| United Way of Grayson County | |||||||||||
| 713 E Brockett St | Sherman | TX | 75090 | None | Public Charity | Youth development, Sustainability, Health | $20,000 | ||||
| United Way of Metropolitan Dallas | |||||||||||
| 1800 N Lamar | Dallas | TX | 75202 | None | Public Charity | Support of Humanitarian Programs in the Community | $100,000 | ||||
| US Naval Academy Alumni Association | |||||||||||
| 247 King George Street | Annapolis | MD | 21402 | None | Public Charity | To Serve and support the United States, the Naval Service, the Naval Academy, and its alumni | $550 | ||||
| UT Southwestern Medical Center | |||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | None | Public Charity | Medical research | $2,500 | ||||
| UT Southwestern | |||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 753909009 | None | Public Charity | Medical research | $4,000 | ||||
| Vail Veterans Program | |||||||||||
| PO Box 6473 | Vail | CO | 81658 | None | Public Charity | Support of Veterans | $5,000 | ||||
| Vanderbilt University | |||||||||||
| 2301 Vanderbilt Place | Nashville | TN | 37235 | None | Public Charity | Education | $5,000 | ||||
| VFW | |||||||||||
| PO Box 8911 | Topeka | KS | 666088911 | None | Public Charity | Support struggling veterans and brave service members | $500 | ||||
| Visiting Nurse Association | |||||||||||
| 1600 Viceroy Ste 400 | Dallas | TX | 75235 | None | Public Charity | focuses on living life to its fullest and treating patients with the dignity and respect they deserve | $62,500 | ||||
| Wednesday's Child | |||||||||||
| 2801 Swiss Ave Ste 130 | Dallas | TX | 75204 | None | Public Charity | Bring hope and healing to children in foster care | $10,000 | ||||
| West Point Association of Graduates | |||||||||||
| 698 Mills Road | West Point | NY | 10996 | None | Public Charity | General Fund | $140,000 | ||||
| Westmoreland Symphony | |||||||||||
| 951 Old Salem Road | Greensburg | PA | 15601 | None | Public Charity | Support of the Arts | $50,000 | ||||
| World Affairs Council of Dallas | |||||||||||
| 325 N St Paul Street Ste 4200 | Dallas | TX | 75201 | None | Public Charity | Promote international awareness, understanding and connections to enhance the region's global stature and to prepare North Texans to thrive in our complex world | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,738,491 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,132,911 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $85,991 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,323 | ExclusionAmt |
| Related Or Exempt Function Incm | $180,438 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $272,730 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $85,991 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,408,964 | ExclusionAmt |
| Related Or Exempt Function Incm | $180,438 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,675,393 | 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 | Income reported in column (e) is tax exempt interest income and excluded from gross income by Code Section 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| H Ross Perot | ||||||
| 1 | 3000 Turtle Creek Blvd | Dallas | TX | 75219 | $166,496 | Yes (X) |
| Pat Benjamin | ||||||
| 2 | 12 Webster Ave | Cherry Hill | NJ | 08002 | $600 | 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 | AT COST | $40,894,940 | $40,947,931 |
| Investment in Petrus Securities | AT COST | $5,252,821 | $5,074,573 |
| Investment in Petrus Quantitative Strategies Fund | AT COST | $3,833,152 | $3,885,491 |
| Investment in Petrus Special Situations Fund | AT COST | $2,080,614 | $2,171,635 |
| Investment in Petrus Tactical Fund | AT COST | $580,075 | $877,465 |
| Investment in Petrus Dividend Basket | AT COST | $2,289,342 | $2,458,865 |
| Investment in Petrus Fund | AT COST | $8,942,536 | $8,759,092 |
| Investment in Petrus Yield Opportunity Fund | AT COST | $5,951,029 | $5,843,289 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Expenses | CategoryTxt |
| Legal Fees | $154 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $154 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Russian Space Artifacts at Cost | Desc |
| BOY Book Value | $4,190,768 | BOYBookValueAmt |
| EOY Book Value | $4,190,768 | EOYBookValueAmt |
| EOYFMV | $4,190,768 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax difference | Desc |
| Amt | $1,914 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance Expense | $2,018 | $0 | $2,018 |
| Office Supplies | $904 | $0 | $904 |
| Bank Charges | $601 | $601 | $0 |
| Other Expenses | $2,294 | $0 | $2,294 |
| Telephone & Utilities | $990 | $0 | $990 |
| From K-1 - Petrus Short Term Fund LP | $39,343 | $39,343 | $0 |
| From K-1 - Petrus Quantitative Strategies Fund | $16,566 | $16,566 | $0 |
| From K-1 - Petrus Securities LP | $54,348 | $54,348 | $0 |
| Maintenance | $1,309 | $0 | $1,309 |
| From K-1 - Petrus Special Situations Fund | $9,370 | $9,370 | $0 |
| From K-1 - Petrus Fund | $144,486 | $144,486 | $0 |
| From K-1 - Petrus Tactical Fund | $9,896 | $9,896 | $0 |
| From K-1 - Petrus Yield Opportunity Fund | $21,089 | $21,089 | $0 |
| From K-1 - Petrus Dividend Basket | $9,130 | $9,130 | $0 |
| Nondeductible expenses | $881 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| From K-1 - Petrus Quantitative Strategies Fund Other Income | $68,042 | $68,042 | $68,042 |
| From K-1 - Petrus Securities Tax Exempt Interest | $6,627 | $0 | $6,627 |
| From K-1 - Petrus Tactical Fund Tax Exempt Interest | $459 | $0 | $459 |
| From K-1 - Petrus Special Situations Fund Tax Exempt Interest Income | $147 | $0 | $147 |
| From K-1 - Petrus Yield Opportunity Fund Tax Exempt Interst Income | $23,357 | $0 | $23,357 |
| From K-1 - Petrus Short Term Fund Tax Exempt Interest Income | $145,778 | $0 | $145,778 |
| From K-1 - Petrus Dividend Basket Tax Exempt Interest Income | $231 | $0 | $231 |
| From K-1 - Petrus Yield Opportunity Fund Other Portfolio Income | $10,925 | $10,925 | $10,925 |
| From K-1 - Petrus Special Situations Fund Other Portfolio Income | $1,951 | $1,951 | $1,951 |
| From K-1 - Petrus Securities Other Portfolio Income | $8,761 | $8,761 | $8,761 |
| From K-1 - Petrus Securities Other Income | $861 | $861 | $861 |
| From K-1 - Petrus Short Term Fund Other Portfolio Income | $28,235 | $28,235 | $28,235 |
| From K-1 - Petrus Quantitative Strategies Fund Tax Exempt Interest | $360 | $0 | $360 |
| From K-1 - Petrus Tactical Fund Other Portfolio Income | -$121,202 | -$121,202 | -$121,202 |
| From K-1 - Petrus Dividend Basket Other income | $45 | $45 | $45 |
| From K-1 - Petrus Securities Other Income | -$6,327 | -$6,327 | -$6,327 |
| From K-1 - Petrus Fund LP | $12,032 | $12,032 | $12,032 |
| From K-1 - Petrus Fund LP Tax exempt interest | $3,479 | $0 | $3,479 |
| UBTI reported on Form 990-T | $85,991 | $0 | $85,991 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tax on Net Investment Income | $10,000 | $0 | $0 |
| Property Taxes | $2,222 | $0 | $2,222 |
| Payroll Taxes | $8,659 | $0 | $8,659 |
| Foreign Taxes - PETS | $1,508 | $1,508 | $0 |
| Foreign Taxes - Petrus Dividend Basket | $1,047 | $1,047 | $0 |
| State taxes | $238 | $0 | $0 |
| Foreign Taxes - PQSF | $41 | $41 | $0 |
| Foreign Taxes - PFND | $3,990 | $3,990 | $0 |
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