THE HAL AND DIANE BRIERLEY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE HAL AND DIANE BRIERLEY FOUNDATION (EIN 75-6563187)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-01
- IRS object ID
- 201703059349100020
- Schema version
- 2016v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-01T16:59:06-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 NORTH PEARL ST SUITE 1700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 | 756563187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hal & Diane Brierley Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHARLES CHEATHAM | InCareOfNm |
| Business Name Control | HAL& | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3889 Maple Avenue Suite Ste 510 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES CHEATHAM | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 2143478921 | PhoneNum |
| Signature | 2017-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laurie B Elmore CPA | PreparerPersonNm |
| PTIN | P00228866 | PTIN |
| Phone | 2149697007 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.118.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75236020173055000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-01 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F8F73465BBAF2FE7088E0176A90B255CA3163917 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 37DCE9AB0DA775448F3C9571DEE23594A0F4E50B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $16,529,964 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,049 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,049 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,831 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,880 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,880 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $65 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,665 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,665 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,153,673 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,153,673 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,155,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,665 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,153,673 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,112,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,215 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,732,461 | CashBOYAmt |
| Cash EOY | $16,529,964 | CashEOYAmt |
| Cash EOYFMV | $16,529,964 | CashEOYFMVAmt |
| Corporate Stock BOY | $20,507 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $19,752,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,529,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,529,964 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $19,752,968 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,529,964 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,752,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,529,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,752,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,529,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,752,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,112,458 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,640,510 | SubtotalAmt |
| Other Decreases | $110,546 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,529,964 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 500 SHARES AMERIPRISE FINANCIAL | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Sold | 2016-01-22 | SoldDt |
| Gross Sales Price | $46,338 | GrossSalesPriceAmt |
| Cost Or Other Basis | $20,507 | CostOrOtherBasisAmt |
| Gain Or Loss | $25,831 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $25,831 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,831 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,535,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,846,540 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.173514 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $488,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,759,529 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084729 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,458,116 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018393 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $91,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,434,728 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037581 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $148,093 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $277,971 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.532764 | DistributionYr5Rt |
| Total Distribution | 0.846981 | TotalDistributionRt |
| Average Distribution | 0.169396 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,698,514 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,167,453 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $412 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,167,865 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,153,673 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $824 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $824 | SubtotalAmt |
| Tax Based On Investment Income | $824 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $176 | OverpaymentAmt |
| Applied To ES Tax | $176 | AppliedToESTaxAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 | CHARLES CHEATHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143478921 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3889 MAPLE AVENUE SUITE 510 | AddressLine1Txt |
| City | dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| HAROLD M BRIERLEY | |||||||||
| 3889 Maple Avenue | DALLAS | TX | 75219 | DIRECTOR | 0 | $0 | $0 | $0 | |
| DIANE M WALDEN BRIERLEY | |||||||||
| 3889 Maple Avenue | DALLAS | TX | 75219 | DIRECTOR | 0 | $0 | $0 | $0 | |
| CHARLES CHEATHAM | |||||||||
| 3889 Maple Avenue | DALLAS | TX | 75219 | DIRECTOR | 0 | $0 | $0 | $0 | suite 510 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ONLY CHARITABLE ACTIVITY DURING THE TAX YEAR WAS THE DIRECT CASH CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS. | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,956,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,983,263 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,983,263 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $284,749 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,698,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $934,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $934,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $824 | TotalTaxAmt |
| Distributable Before Adj | $934,102 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $934,102 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $934,102 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,153,673 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,153,673 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,153,673 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $934,102 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $148,100 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $590,861 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $200,024 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,197,671 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,136,656 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,153,673 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $934,102 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,219,571 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,356,227 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $148,100 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,208,127 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $590,861 | ExcessFromYear4Amt |
| Excess From Year2 | $200,024 | ExcessFromYear2Amt |
| Excess From Year1 | $1,197,671 | ExcessFromYear1Amt |
| Excess From Current Year | $2,219,571 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HAROLD M AND DIANE M BRIERLEY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | harold brierley | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3889 Maple Avenue Suite 510 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143478921 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Dallas Zoological Society | ||||||||
| 650 SD RL Thornton Fwy | Dallas | TX | 75203 | NONE | PC | CHARITABLE | $10,000 | |
| Orchestra of New Spain | ||||||||
| 10260 N CENTRAL EXPY 276 | DALLAS | TX | 75231 | None | PC | CHARITABLE | $20,000 | |
| TITAS | ||||||||
| 700 N PEARL STREET SUITE 1800 | DALLAS | TX | 75201 | none | PC | CHARITABLE | $5,000 | |
| BTW Advisory Board | ||||||||
| 2501 FLORA STREET | DALLAS | TX | 75201 | NONE | PC | CHARITABLE | $5,000 | |
| Regis College | ||||||||
| 235 WELLESLEY ST | WESTON | MA | 02493 | none | PC | CHARITABLE | $25,000 | |
| March of Dimes | ||||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | none | PC | CHARITABLE | $5,000 | |
| Shakespeare Dallas | ||||||||
| 1250 MAJESTY DRIVE | DALLAS | TX | 75247 | none | PC | CHARITABLE | $35,000 | |
| Junior Players | ||||||||
| 4054 MCKINNEY AVE 104 | DALLAS | TX | 75204 | none | PC | CHARITABLE | $10,000 | |
| Dallas Theater Center | ||||||||
| 2400 FLORA STREET | DALLAS | TX | 75201 | none | PC | CHARITABLE | $530,000 | |
| Southern Methodist University | ||||||||
| 6425 BOAZ LANE | DALLAS | TX | 75205 | none | PC | CHARITABLE | $1,055,000 | |
| North Texas Food Bank | ||||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | none | PC | CHARITABLE | $67,173 | |
| Baylor Health Care Systems Foundation | ||||||||
| 3500 GASTON ROAD | DALLAS | TX | 752462017 | none | PC | CHARITABLE | $1,250,000 | |
| Second Thought Theater | ||||||||
| 3839 McKinney Ave Ste 155-452 | Dallas | TX | 75204 | None | PC | Charitable | $10,000 | |
| Womens BoardThe Dallas Opera | ||||||||
| 2403 Flora Street Suite 500 | Dallas | TX | 75201 | none | PC | charitable | $1,000 | |
| Leukemia & Lymphoma Society | ||||||||
| Donor Services | Washington | DC | 20090 | none | PC | charitable | $5,000 | PO Box 98018 |
| Dallas Film Society | ||||||||
| 110 Leslie Street | Dallas | TX | 75207 | none | PC | charitable | $25,000 | Suite 200 |
| Goodwill Industries of Dallas | ||||||||
| 3020 N Westmoreland Rd | Dallas | TX | 75212 | none | PC | charitable | $1,000 | |
| Anti-Defamation Leage | ||||||||
| 5720 Lyndon B Johnson Fwy | Dallas | TX | 75240 | none | PC | charitable | $6,000 | |
| The Senior Source | ||||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | none | PC | charitable | $5,000 | |
| Aging Mind Foundation | ||||||||
| 1918 N Olive St 2301 | Dallas | TX | 75201 | none | PC | charitable | $1,000 | |
| Gil Taylor Depression Awareness Alliance | ||||||||
| PO Box 195789 | Dallas | TX | 75219 | none | PC | charitable | $2,500 | |
| Dian Fossey Gorilla Fund International | ||||||||
| 800 Cherokee Ave SE | Atlanta | GA | 30315 | none | PC | charitable | $10,000 | |
| Dallas Historical Society | ||||||||
| 3939 E Grand Ave | Dallas | TX | 75210 | none | PC | charitable | $10,000 | |
| Texas Winds | ||||||||
| 6211 W Northwest Hwy | Dallas | TX | 75225 | none | PC | charitable | $10,000 | Suite C250-B |
| TACA | ||||||||
| 2222 Martin St | Irvine | CA | 92612 | none | PC | charitable | $50,000 | Suite 140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,153,673 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $42,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,880 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMERIPRISE FINANCIAL 500 SH | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIT EXPENSE | Desc |
| Amt | $110,546 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISC EXPENSES | Desc |
| Revenue And Expenses Per Books | $65 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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