PEROT FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PEROT FOUNDATION (EIN 75-6093258)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-24
- IRS object ID
- 201602379349100010
- Schema version
- 2015v2.1
- 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
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-24T16:04:47-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | PO Box 269014 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | PO Box 269014 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JYROBB III | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9725351900 | PhoneNum |
| Signature | 2016-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kami M Majni | PreparerPersonNm |
| PTIN | P01080813 | PTIN |
| Phone | 9725351900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $81,264,051 | 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 | $582,127 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $449,101 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $449,101 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $355,647 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $355,647 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $183,589 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,177 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,570,464 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $834,925 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $117,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $117,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,245 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,245 | PensionEmplBnftDsbrsChrtblAmt |
| Taxes Rev And Expnss | $84,425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,896 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,529 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $3,199 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,199 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $163,875 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $145,355 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,520 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $397,944 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $147,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $179,693 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,400,867 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,400,867 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,798,811 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $147,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,580,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,228,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $687,674 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,574 | CashBOYAmt |
| Cash EOY | $52,370 | CashEOYAmt |
| Cash EOYFMV | $52,370 | CashEOYFMVAmt |
| Other Investments BOY | $87,441,862 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,195,051 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $76,857,078 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $165,516 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,681 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $163,261 | 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 | $91,829,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,602,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,264,051 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $44 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $44 | 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 | $91,829,421 | RetainedEarningBOYAmt |
| Retained Earning EOY | $81,602,024 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,829,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,602,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,829,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,602,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,829,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,228,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $950 | OtherIncreasesAmt |
| Subtotal | $81,602,024 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,602,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| From K-1 - Petrus Securities | P | $71,235 | $71,235 |
| From K-1 - Petrus Securities | P | $287,959 | $287,959 |
| From K-1 - Petrus Quantitative Strategies Fund | P | $49,563 | $49,563 |
| From K-1 - Petrus Quantitative Strategies Fund | P | $93 | $93 |
| From K-1 - Petrus Tactical Fund | P | $9 | $9 |
| From K-1 - Petrus Tactical Fund | P | -$13,792 | -$13,792 |
| From K-1 - Petrus Special Situations Fund | P | $51,552 | $51,552 |
| From K-1 - Petrus Special Situations Fund | P | $54,426 | $54,426 |
| From K-1 - Petrus Yield Opportunity Fund | P | $44 | $44 |
| From K-1 - Petrus Yield Opportunity Fund | P | $986 | $986 |
| From K-1 - Petrus Short Term Fund | P | $1,586 | $1,586 |
| From K-1 - Petrus Short Term Fund | P | $1,291 | $1,291 |
| From K-1 - Petrus Tactical Fund Short Term 1256 | P | $3,890 | $3,890 |
| From K-1 - Petrus Tactical Fund Long Term 1256 | P | $5,834 | $5,834 |
| From K-1 - Petrus Special Situations Fund Section 1231 Gain | P | $150 | $150 |
| From K-1 - Petrus Securities Section 1231 Gain | P | -$460 | -$460 |
| From K-1 - Petrus Tactical Fund Section 988 Loss | P | -$65,445 | -$65,445 |
| From K-1 - Petrus Tactical Fund Net Swap Loss | P | -$93,274 | -$93,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $355,647 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,290,033 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $74,102,978 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084882 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,126,019 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $63,003,335 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.240083 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,243,435 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $56,849,157 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.232957 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,505,875 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $72,374,191 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.255697 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,403,324 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $83,330,217 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.136845 | DistributionYr5Rt |
| Total Distribution | 0.950464 | TotalDistributionRt |
| Average Distribution | 0.190093 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $77,859,197 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,800,488 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,877 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,807,365 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,580,560 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,140 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $34,140 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,387 | OverpaymentAmt |
| Applied To ES Tax | $20,067 | 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 | 2300 W Plano Parkway | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75075 | 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 | Yes (1) | 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 | ||||||||
| PO Box 269014 | Plano | TX | 75026 | President, Director | 0.00 | $0 | $0 | $0 |
| Margot B Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Carolyn P Rathjen | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Vice Pres, Exec Director | 20.00 | $36,000 | $0 | $0 |
| John T Walter Jr | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Secretary, Director | 0.00 | $0 | $0 | $0 |
| H Ross Perot Jr | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Nancy E Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Suzanne P McGee | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Katherine P Reeves | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Bette Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| J Y Robb III | ||||||||
| PO Box 269014 | Plano | TX | 75026 | 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 | PO Box 269014 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Administrative Assis | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $81,200 | CompensationAmt |
| Employee Benefits | $29,245 | 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 | $79,002,501 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,369 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,044,870 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,044,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,185,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $77,859,197 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,892,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,892,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,753 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $522 | IncomeTaxAmt |
| Total Tax | $14,275 | TotalTaxAmt |
| Distributable Before Adj | $3,878,685 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,878,685 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,878,685 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,580,560 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,580,560 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,580,560 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,878,685 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,275,164 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,905,015 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,427,613 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,987,866 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,606,153 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,201,811 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,580,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,878,685 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,701,875 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,903,686 | 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 | $7,275,164 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,628,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,905,015 | ExcessFromYear4Amt |
| Excess From Year3 | $10,427,613 | ExcessFromYear3Amt |
| Excess From Year2 | $11,987,866 | ExcessFromYear2Amt |
| Excess From Year1 | $2,606,153 | ExcessFromYear1Amt |
| Excess From Current Year | $7,701,875 | 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 | PO Box 269014 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75026 | 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 (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aberg Center for Literacy | ||||||||||||
| 5100 Ross Ave | Dallas | TX | 75206 | None | Public Charity | General Fund | $7,500 | |||||
| Airpower Foundation | ||||||||||||
| PO Box 8728 | Fort Worth | TX | 76124 | None | Public Charity | Raising Funds to assist in welfare and morale at the naval air station/joint reserve base in Fort Worth, TX and other US Military Units | $10,000 | |||||
| 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. | $5,000 | |||||
| Alzheimer's AWARE | ||||||||||||
| 25 Highland Park Village Ste | Dallas | TX | 75205 | None | Public Charity | Medical research | $5,000 | 100-485 | ||||
| American Heart Association | ||||||||||||
| 105 Decker Court Ste 200 | Irving | TX | 75062 | None | Public Charity | Medical research | $25,000 | |||||
| Austin Presbyterian Theological Seminary | ||||||||||||
| 100 East 27th St | Austin | TX | 78705 | None | Public Charity | Religious | $250,000 | |||||
| Bermuda Hospital Charitable Trust | ||||||||||||
| None | Public Charity | Medical | $250,000 | PO Box HM 2273 | Hamilton | BD | ||||||
| Bermuda Institute of Ocean Sciences | ||||||||||||
| None | Public Charity | Non-profit marine research and educational institute | $50,000 | 17 Biological Station | BD | St. Georges GE 01 | ||||||
| Boy Scouts Circle Ten Council | ||||||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | None | Public Charity | Provide programs to scouts | $300,000 | |||||
| Buckner Foundation | ||||||||||||
| 700 North Pearl Street Ste 1200 | Dallas | TX | 75201 | None | Public Charity | Services for Children | $5,000 | |||||
| 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 our rigorous educational program encourages intellectual growth, creativity, and personal responsibility we foster the intellect and character of each student and, through our honor code, live in a community of trust grounded in its episcopal heritage, the school welcomes students of all faiths and backgrounds | $1,000 | |||||
| Children's Medical Center Foundation | ||||||||||||
| 2777 Stemmons Freeway Suite 700 | Dallas | TX | 75207 | None | Public Charity | Medical research | $15,000 | |||||
| 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. | $10,000 | |||||
| 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 | |||||
| Community Partners of Dallas | ||||||||||||
| 1215 Skiles Street | Dallas | TX | 75204 | None | Public Charity | Supporting abused and neglected children | $30,500 | |||||
| Compassion and Choices | ||||||||||||
| 4155 E Jewell Avenue Ste 200 | Denver | CO | 80222 | None | Public Charity | Working to improve care and expand choice at the end of life | $1,500 | |||||
| Council on Alcohol & Drug Abuse | ||||||||||||
| 1349 Empire Central Drive Ste 800 | Dallas | TX | 75247 | None | Public Charity | To improve our communities health, safety and productivity by reducing the incidence and impact of alcohol and drug abuse. | $5,000 | |||||
| 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. | $10,000 | |||||
| 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 | $6,000 | |||||
| Dallas Arts District Foundation | ||||||||||||
| 750 St Paul Street Ste 1150 | Dallas | TX | 75201 | None | Public Charity | To enhance the value of the citys creative and economic life by engaging artistic, educational and commercial neighbors through excellent design, practices and programs | $25,000 | |||||
| Dallas Children's Advocacy Center | ||||||||||||
| 5351 Samuell Blvd | Dallas | TX | 75228 | None | Public Charity | Support of child abuse victims | $5,000 | |||||
| Dallas Children's Theater | ||||||||||||
| 5938 Skillman | Dallas | TX | 75231 | None | Public Charity | Sustainability Campaign for capital improvements and operations | $5,000 | |||||
| Dallas Furniture Bank | ||||||||||||
| PO Box 815788 | Dallas | TX | 75381 | None | Public Charity | Provides furniture to families who are ready to re-enter independent living | $1,000 | |||||
| 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. | $10,000 | |||||
| Dallas LIFE | ||||||||||||
| PO Box 130116 | Dallas | TX | 75313 | None | Public Charity | To provide a place where homeless men, women and children can receive help and hope during their time of need | $5,000 | |||||
| Dallas Museum of Art | ||||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for art programs | $125,000 | |||||
| Dallas Rotary Club | ||||||||||||
| 5430 Glen Lakes Drive Ste 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 fellowship of business, professional, and community leaders. | $25,000 | |||||
| Dallas Summer Musicals | ||||||||||||
| PO Box 710336 | Dallas | TX | 75230 | None | Public Charity | Produces, presents and promotes excellence in live musical theatre with year-round performances for diverse audiences of all ages, impacting the lives of children and families through community outreach and education, and enriching the cultural landscape of Dallas/Fort Worth, North Texas and the Southwest Region | $5,000 | |||||
| Dallas Symphony Association | ||||||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support for the performing arts | $5,025,000 | |||||
| Disabled American Veterans | ||||||||||||
| PO Box 14301 | Cincinnati | OH | 45250 | None | Public Charity | Empowering veterans to lead high-quality lives with respect and dignity | $3,000 | |||||
| Doctors Without Borders | ||||||||||||
| 333 Seventh Avenue 2nd Floor | New York | NY | 10001 | None | Public Charity | Medical and humanitarian relief | $3,500 | |||||
| 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. | $19,200 | |||||
| Excella Health ICU Capital Campaign | ||||||||||||
| 420 Pellis Road | Greensburg | PA | 15601 | None | Public Charity | Medical | $75,000 | |||||
| First Prebyterian Church of Duncanville | ||||||||||||
| 543 E Freeman Street | Duncanville | TX | 75116 | None | Public Charity | Religious | $5,000 | |||||
| Foundation for Brain Health Advances | ||||||||||||
| 2200 West Mockingbird Lane | Dallas | TX | 75235 | None | Public Charity | Medical research | $10,000 | |||||
| Friends of the Dallas Public Library | ||||||||||||
| 3232 McKinney Ave Suite 855 | Dallas | TX | 75204 | None | Public Charity | Support for creation of the McDermott Fine Books Center | $1,500 | |||||
| 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 | $15,000 | |||||
| Girl Scouts of Northeast Texas | ||||||||||||
| 6001 Summerside Dr | Dallas | TX | 75252 | None | Public Charity | Women of Distinction Luncheon | $10,000 | |||||
| Girls Inc | ||||||||||||
| 2040 Empire Central Drive | Dallas | TX | 75235 | None | Public Charity | To awaken the potential in girls and young women and empower them to become strong, smart, and bold women who positively contribute to our communities | $2,500 | |||||
| Grant Halliburton Foundation | ||||||||||||
| 6390 LBJ Freeway Ste 106 | Dallas | TX | 75240 | None | Public Charity | Teaching people how to recognize the signs of distress or suicidal crisis in a young person and how to help lead them. | $5,000 | |||||
| Greater Dallas Veterans | ||||||||||||
| 4400 Williamsburg Road | Dallas | TX | 75220 | None | Public Charity | Support for 2014 Dallas Veterans Parade | $5,000 | |||||
| Happy Hill Farm | ||||||||||||
| 3846 North Highway 144 | Granbury | TX | 76048 | None | Public Charity | Education programs for underpriviledged kids | $129,000 | |||||
| Healing Hands Ministries | ||||||||||||
| PO Box 741524 | Dallas | TX | 75374 | None | Public Charity | Medical & Dental clinic for needy | $5,000 | |||||
| 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 | $50,000 | |||||
| Junior League of Dallas | ||||||||||||
| 8003 Inwood Road | Dallas | TX | 75209 | None | Public Charity | Underwrite event benefiting children's charities | $7,500 | |||||
| Juvenile Diabetes Research Foundation | ||||||||||||
| 9400 N Central Expressway Suite | Dallas | TX | 75231 | None | Public Charity | To find a cure for diabetes through the support of research | $30,000 | 1201 | ||||
| KERA | ||||||||||||
| 3000 Harry Hines Boulevard | Dallas | TX | 75201 | None | Public Charity | Public broadcast of educational and news programs | $10,000 | |||||
| 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 | |||||
| LIFT | ||||||||||||
| 1610 S Malcolm X Blvd Ste 320 | Dallas | TX | 75226 | None | Public Charity | To enhance lives and strengthen communities by teaching adults to read | $1,500 | |||||
| Linz Award | ||||||||||||
| PO Box 12707 | Dallas | TX | 75225 | None | Public Charity | Honors a citizen or married couple whose civic or humanitarian effors created the greatest benefit to the city of Dallas | $2,500 | |||||
| Lumin Education | ||||||||||||
| 924 Wayne Street | Dallas | TX | 75223 | None | Public Charity | Education | $5,000 | |||||
| March of Dimes | ||||||||||||
| 12660 Coit Road Suite 200 | Dallas | TX | 75251 | None | Public Charity | Improve the health of babies by preventing birth defects, premature birth and infant mortality. | $10,000 | |||||
| Masterworks Foundation | ||||||||||||
| None | Public Charity | Support of the arts | $25,000 | PO Box HM 1929 | Hamilton | BD | Bermuda | |||||
| Mayor's Education Programs Fund | ||||||||||||
| 3963 Maple Avenue Suite 390 | Dallas | TX | 75219 | None | Public Charity | Education fund | $5,000 | |||||
| Medal of Honor Museum Foundation | ||||||||||||
| PO Box 309 | Mount Pleasant | SC | 29465 | None | Public Charity | To preserve and present the extraordinary stories of individuals who reached the highest level of recognition in service to the nation; to inspire current and future generations about ideals of integrity, courage, patrioutism, leadership and sacrifice; to help visitors understand the meaning and price of freedom, and to encourage them to embrace their reponsibilites as citizens in a democracy. | $4,000 | |||||
| Mental Health America of Greater Dallas | ||||||||||||
| 624 Good Latimer Ste 200 | Dallas | TX | 75204 | None | Public Charity | To provide mental health education | $25,000 | |||||
| Momentous Institute | ||||||||||||
| 106 E Tenth Street | Dallas | TX | 75203 | None | Public Charity | Works to build and repair social emotional health in children and families who experience toxic stress due to poverty or trauma | $5,000 | |||||
| Nasher Sculture Center | ||||||||||||
| 2001 Flora Street | Dallas | TX | 75201 | None | Public Charity | To be the international focal point and catalyst for the study, installation, conservation and appreciation of modern & contemporary sculpture. | $2,500 | |||||
| National Alliance on Mental Illness | ||||||||||||
| 6510 Abrams Road Suite 568 | Dallas | TX | 75231 | None | Public Charity | Relieve effects of severe mental illnesses | $5,000 | |||||
| National Infantry Foundation | ||||||||||||
| PO Box 2823 | Columbus | GA | 31902 | None | Public Charity | Building fund for a new national infantry museum & soldier center | $100,000 | |||||
| NC State Foundation | ||||||||||||
| Campus Box 7401 | Raleigh | NC | 276957401 | None | Public Charity | Educational scholarships | $20,000 | |||||
| New Friends New Life | ||||||||||||
| PO Box 192378 | Dallas | TX | 75219 | None | Public Charity | Support for women to escape the sex industry and make new lives for them and their children. | $10,000 | |||||
| New York Landmark Conservancy | ||||||||||||
| One Whitehall Street | New York | NY | 10004 | None | Public Charity | Living Landmarks Gala | $5,000 | |||||
| Notre Dame School | ||||||||||||
| 2018 Allen Street | Dallas | TX | 75204 | None | Public Charity | Education | $151,000 | |||||
| NTCUSA | ||||||||||||
| PO Box 93977 | Southlake | TX | 76092 | None | Public Charity | Honoring Midshipmen and Cadets | $5,000 | |||||
| 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 | |||||
| Parkland Foundation | ||||||||||||
| 2777 North Stemmons Freeway | Dallas | TX | 75207 | None | Public Charity | Medical | $1,000,000 | |||||
| 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 | |||||
| Plano Children's Medical Center | ||||||||||||
| 1407 14th Street | Plano | TX | 75074 | None | Public Charity | Medical | $6,299 | |||||
| POW Association | ||||||||||||
| 1450 5th Street East Hangar 12 | Randolph AFB | TX | 78150 | None | Public Charity | Support for veterans | $130 | |||||
| Ranger Memorial Foundation | ||||||||||||
| 3 Prospect Place | Kearny | NJ | 07032 | None | Public Charity | Honoring Veterans | $8,795 | |||||
| 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 | |||||
| Ryan Anthony Foundation | ||||||||||||
| 2512 Boll Street | Dallas | TX | 75204 | None | Public Charity | Cancer Blows fundraiser | $5,000 | |||||
| Shawn Manning - American Airlines F | ||||||||||||
| PO Box 730052 | Dallas | TX | 75373 | None | Individual | Ft. Hood shooting victim transportation to Dallas for medical treatment at UT Southwestern | $4,008 | |||||
| Sky Ranch | ||||||||||||
| 600 N Pearl Street Ste 640 LB 148 | Dallas | TX | 75201 | None | Public Charity | Military Family Camp | $10,000 | |||||
| SMU | ||||||||||||
| PO Box 750460 | Dallas | TX | 75275 | None | Public Charity | Education | $25,000 | |||||
| South Dallas Business & Professional Women's Club | ||||||||||||
| 1209 Holly Hill Drive | Grand Prairie | TX | 75052 | None | Public Charity | To create and develop opportunities and encourage training in the business and professional worlds for women and youth; while fostering united action for improved social and civic conditions through activities in the United States and Africa | $1,000 | |||||
| Southwestern Diabetic Foundation | ||||||||||||
| PO Box 918 | Gainesville | TX | 76241 | None | Public Charity | Campership program | $10,000 | |||||
| Special Forces Association | ||||||||||||
| PO Box 6515 | MacDill AFB | FL | 33608 | None | Public Charity | Scholarship fund | $1,500 | |||||
| Texarkana College | ||||||||||||
| 2500 N Robinson Road | Texarkana | TX | 75599 | None | Public Charity | Education | $1,000,000 | |||||
| Texas Health Resources Foundation | ||||||||||||
| PO Box 200038 | Arlington | TX | 76006 | None | Public Charity | Medical | $10,000 | |||||
| Texas State History Museum | ||||||||||||
| PO Box 12456 | Austin | TX | 78711 | None | Public Charity | 11th Annual Independence Day Dinner Underwriting | $5,000 | |||||
| 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 | $2,500 | |||||
| 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 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 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 | $5,000 | |||||
| The Salvation Army Texarkana | ||||||||||||
| 400 E 4th Street | Texarkana | TX | 71854 | None | Public Charity | Provide support for victims of domestic abuse | $43,125 | |||||
| The Salvation Army | ||||||||||||
| 8787 N Stemmons Frwy Suite 800 | Dallas | TX | 75247 | None | Public Charity | Provide Support for Victims of Domestic Violence | $137,500 | |||||
| The Senior Source | ||||||||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | None | Public Charity | Underwriting of 2013 Spirit of Generations Awards Luncheon | $5,000 | |||||
| Treasure Street | ||||||||||||
| 2222 Welborn Street | Dallas | TX | 75219 | None | Public Charity | Medical research | $25,000 | |||||
| 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 | $10,000 | |||||
| United Way of Metropolitan Dallas | ||||||||||||
| 1800 N Lamar | Dallas | TX | 75202 | None | Public Charity | Support of Humanitarian Programs in the Community | $1,210,000 | |||||
| Uplift Education | ||||||||||||
| 1825 Market Center Blvd Ste 500 | Dallas | TX | 75207 | None | Public Charity | Education | $31,760 | |||||
| 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 | |||||
| Vail Veterans Program | ||||||||||||
| PO Box 6473 | Vail | CO | 81658 | None | Public Charity | Support of Veterans | $1,000 | |||||
| Vanderbilt University | ||||||||||||
| 2301 Vanderbilt Place | Nashville | TN | 37235 | None | Public Charity | Education | $5,000 | |||||
| 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 | |||||
| Women for Women International | ||||||||||||
| PO Box 9224 | Central Islip | NY | 11722 | None | Public Charity | Provides women survivors of war, civil strife and other conflicts with the tools and resources to move from crisis and poverty to stability and self-sufficiency, thereby promoting civil societies | $1,500 | |||||
| Woodall Rogers Park Foundation | ||||||||||||
| 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. | $5,000 | |||||
| Wounded Warrior Project | ||||||||||||
| PO Box 758540 | Topeka | KS | 66675 | None | Public Charity | Support of Veterans | $1,000 | |||||
| YWCA | ||||||||||||
| 4144 North Central Expressway Ste | Dallas | TX | 75204 | None | Public Charity | Empowering women by removing barriers to self-sufficiency | $25,000 | 580 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,400,867 | 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 | $449,101 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,177 | ExclusionAmt |
| Related Or Exempt Function Incm | $153,412 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,647 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $834,925 | ExclusionAmt |
| Related Or Exempt Function Incm | $153,412 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $988,337 | 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 | PO Box 269014 | Plano | TX | 75026 | $182,127 | Yes (X) |
| Steven Blasnik | ||||||
| 2 | 12016 Arbargee | Dallas | TX | 75230 | $400,000 | 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 | $45,344,355 | $45,253,213 |
| Investment in Petrus Securities | AT COST | $8,661,043 | $8,664,552 |
| Investment in Petrus Quantitative Strategies Fund | AT COST | $3,860,447 | $3,770,068 |
| Investment in Petrus Special Situations Fund | AT COST | $1,952,565 | $1,924,141 |
| Investment in Petrus Tactical Fund | AT COST | $644,269 | $763,495 |
| Investment in Petrus Dividend Basket | AT COST | $2,409,098 | $2,387,404 |
| Investment in Petrus Fund | AT COST | $8,779,450 | $8,562,657 |
| Investment in Petrus Yield Opportunity Fund | AT COST | $5,543,824 | $5,531,548 |
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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance Expense | $3,167 | $0 | $3,167 |
| Office Supplies | $566 | $0 | $566 |
| Bank Charges | $465 | $465 | $0 |
| Other Expenses | $2,660 | $0 | $2,660 |
| Telephone & Utilities | $653 | $0 | $653 |
| From K-1 - Petrus Short Term Fund LP | $49,573 | $49,573 | $0 |
| From K-1 - Petrus Securities LP | $29,093 | $29,093 | $0 |
| Maintenance | $11,474 | $0 | $11,474 |
| From K-1 - Petrus Special Situations Fund | $6,857 | $6,857 | $0 |
| Other Portolio Expenses | $22,773 | $22,773 | $0 |
| From K-1 - Petrus Fund | $20,188 | $20,188 | $0 |
| From K-1 - Petrus Tactical Fund | $4,762 | $4,762 | $0 |
| From K-1 - Petrus Yield Opportunity Fund | $5,877 | $5,877 | $0 |
| From K-1 - Petrus Dividend Basket | $5,767 | $5,767 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| From K-1 - Petrus Securities Tax Exempt Interest | $783 | $0 | $783 |
| From K-1 - Petrus Tactical Fund Tax Exempt Interest | $498 | $0 | $498 |
| From K-1 - Petrus Special Situations Fund Tax Exempt Interest Income | $929 | $0 | $929 |
| From K-1 - Petrus Yield Opportunity Fund Tax Exempt Interst Income | $5,880 | $0 | $5,880 |
| From K-1 - Petrus Short Term Fund Tax Exempt Interest Income | $145,244 | $0 | $145,244 |
| From K-1 - Petrus Dividend Basket Tax Exempt Interest Income | $78 | $0 | $78 |
| From K-1 - Petrus Yield Opportunity Fund Other Portfolio Income | $75 | $75 | $75 |
| From K-1 - Petrus Special Situations Fund Other Portfolio Income | $11,628 | $11,628 | $11,628 |
| From K-1 - Petrus Securities Other Portfolio Income | $31,247 | $31,247 | $31,247 |
| From K-1 - Petrus Securities Other Income | -$1,173 | -$1,173 | -$1,173 |
| From K-1 - Petrus Special Situations Fund Oil & Gas Income | -$12 | -$12 | -$12 |
| From K-1 - Petrus Quantitative Strategies Fund Other Income | -$11,588 | -$11,588 | -$11,588 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax difference | Desc |
| Amt | $950 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Intercompany Payable | Desc |
| BOY Book Value | $44 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tax on Net Investment Income | $71,000 | $0 | $0 |
| Property Taxes | $2,157 | $0 | $2,157 |
| Payroll Taxes | $9,010 | $0 | $9,010 |
| Foreign Taxes - PETS | $1,643 | $1,643 | $0 |
| Foreign Taxes - Petrus Dividend Basket | $253 | $253 | $0 |
| State taxes | $362 | $0 | $362 |
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