BERRY R COX FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BERRY R COX FAMILY FOUNDATION (EIN 75-2864400)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349105909
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:49:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino Advisory LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N Dallas Parkway Suite 600 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752864400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry R Cox Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERR | BusinessNameControlTxt |
| Phone | 2142203612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 McKinney Avenue 1700 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Justin Cox | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2142203612 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelly M Gillette | PreparerPersonNm |
| PTIN | P00548846 | PTIN |
| Phone | 9726611843 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,606,901 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $214,737 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $214,737 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,666 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,251,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,666 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,096 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,096 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $348,499 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $348,499 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,497 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,498 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,513 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,513 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $554 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $554 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,498 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $527,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $527,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $546,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $535,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$198,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $337,935 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,675 | CashBOYAmt |
| Cash EOY | $10,793 | CashEOYAmt |
| Cash EOYFMV | $10,793 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,783,729 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,992,601 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,992,601 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,991,560 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,989,664 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,989,664 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $613,843 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $613,843 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,804,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,606,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,606,901 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $11,953,753 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $11,953,753 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$6,148,789 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$6,346,852 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,804,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,606,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,804,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,606,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,804,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$198,063 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,606,901 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,606,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Builders Firstsource Inc | P | 2024-05-07 | 2024-05-24 | $182,002 | $179,383 | $2,619 | $2,619 |
| Core and Main Inc | P | 2025-01-01 | 2025-12-31 | $427,085 | $354,107 | $72,978 | $72,978 |
| Lamb Weston Hldgs | P | 2024-04-04 | 2024-05-24 | $284,792 | $284,800 | -$8 | -$8 |
| Paramount Resources Ltd | P | 2024-01-29 | 2024-05-07 | $357,140 | $300,063 | $57,077 | $57,077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,666 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,697 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,697 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,697 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,178 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,178 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $31,481 | OverpaymentAmt |
| Applied To ES Tax | $31,481 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry R Cox Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142203612 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 McKinney Ave Ste 1700 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Berry R Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee | 1.00 | $0 | $0 | $0 |
| Jeanne T Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee | 1.00 | $0 | $0 | $0 |
| Justin B Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee/Pres/Treas | 1.00 | $0 | $0 | $0 |
| John GT Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee | 1.00 | $0 | $0 | $0 |
| Kara Jenkins | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Secretary | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $265,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,591,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,078,491 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,935,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,935,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,846,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $292,320 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $292,320 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,697 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,697 | TotalTaxAmt |
| Distributable Before Adj | $287,623 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $287,623 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $287,623 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $535,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $535,998 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $287,623 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $87,567 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $144,810 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,490 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $626,380 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $915,247 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $535,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $287,623 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $248,375 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,163,622 | 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 | $87,567 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,076,055 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $144,810 | ExcessFromYear4Amt |
| Excess From Year3 | $56,490 | ExcessFromYear3Amt |
| Excess From Year1 | $626,380 | ExcessFromYear1Amt |
| Excess From Current Year | $248,375 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Berry R Cox | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Council on Foreign Relations | |||||||
| 58 East 68th Street | New York | NY | 10065 | N/A | PC | General Fund | $20,000 |
| Greater Houston Community Foundation | |||||||
| 515 Post Oak Blvd Ste 1000 | Houston | TX | 77027 | N/A | PC | Friedkin Disaster Relief Fund | $1,000 |
| Go Texan Henderson County | |||||||
| 11133 County Road 3810 | Athens | TX | 75752 | N/A | PC | General Fund | $2,000 |
| Highland Park Presbyterian Day School | |||||||
| 3821 University Blvd | Dallas | TX | 75205 | N/A | PC | General Fund | $1,000 |
| Highland Park United Methodist | |||||||
| 3300 Mockingbird Ln | Dallas | TX | 75205 | N/A | PC | Munger Place Church | $15,000 |
| S M Wright Foundation | |||||||
| 9213 Soverign Row | Dallas | TX | 75247 | N/A | PC | General Fund | $750 |
| Southern Methodist University | |||||||
| PO Box 750402 | Dallas | TX | 75275 | N/A | PC | Taos Fund | $4,000 |
| Southern Methodist University | |||||||
| PO Box 750402 | Dallas | TX | 75275 | N/A | PC | Simmons School | $3,500 |
| Southern Methodist University | |||||||
| PO Box 750402 | Dallas | TX | 75275 | N/A | PC | Timothy Lee Morrison Foundation | $250 |
| Texas Park and Wildlife Foundation | |||||||
| 2914 Swiss Avenue | Dallas | TX | 75204 | N/A | PC | General Fund | $10,000 |
| Texas Tech Foundation | |||||||
| 3601 4th Street MS 6238 | Lubbock | TX | 79430 | N/A | PC | Laura Bush Institute for Women's Health Fund for Excellence | $5,000 |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | N/A | PC | Hoover Institution | $210,000 |
| Union Development Corporation | |||||||
| PO Box 224486 | Dallas | TX | 75222 | N/A | PC | Project Unity | $5,000 |
| University of Texas System | |||||||
| 2200 W Mockingbird Lane | Dallas | TX | 75235 | N/A | PC | Pediatric Campus | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $527,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214,737 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,096 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,666 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $348,499 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $348,499 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Audit Fees | $14,700 | $7,350 | $7,350 |
| Tax Fees | $2,295 | $1,147 | $1,148 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $613,843 | EOYBookValueAmt |
| EOYFMV | $613,843 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,989,664 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,989,664 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividends Charged | Desc |
| Revenue And Expenses Per Books | $554 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $554 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Revenue And Expenses Per Books | $1,096 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,096 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,096 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JP Morgan Chase Safekeeping Fees | $1,300 | $1,300 | $0 |
| Legal Fees | $213 | $213 | $0 |
Comments