DORSET FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DORSET FOUNDATION INC (EIN 75-6013384)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-10
- IRS object ID
- 201603159349100885
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T17:22:00-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751964770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAMI LINDSEY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N CROCKETT STREET SUITE 100 | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75090 | 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 | 756013384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSET FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORS | BusinessNameControlTxt |
| Phone | 9038922887 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 N CAP OF TX HWY | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE Q PIPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9038922887 | PhoneNum |
| Signature | 2016-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAROLD P CHIP ADAMI JR | PreparerPersonNm |
| PTIN | P01285116 | PTIN |
| Phone | 9038922727 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,963,148 | 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 |
| Interest On Sav Rev And Expnss | $7,640 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,640 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $176,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,116 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $207,850 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $929,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,850 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,241 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,241 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $394,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $394,847 | 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 | $250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,141 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,141 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,141 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,576 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,576 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,576 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,986 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,986 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,986 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,953 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,953 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $206,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $206,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,953 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,953 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $240,953 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $153,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $359,894 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $916,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $916,714 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $20,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,643,611 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,046,434 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,046,434 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,688,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,963,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,963,148 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,688,766 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,963,148 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,688,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,963,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,688,766 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,963,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,688,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $153,894 | ExcessRevenueOverExpensesAmt |
| Other Increases | $120,488 | OtherIncreasesAmt |
| Subtotal | $2,963,148 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,963,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO VARIOUS | P | $21,084 | $21,750 | -$666 | -$666 | ||
| WELLS FARGO VARIOUS | P | $422,768 | $455,290 | -$32,522 | -$32,522 | ||
| WELLS FARGO ROYAL DUTCH | P | $92,644 | $94,000 | -$1,356 | -$1,356 | 2002-12-09 | 2015-12-30 |
| WELLS FARGO SIGMA ALDRICH | P | $325,500 | $80,052 | $245,448 | $245,448 | 2006-05-15 | 2015-11-18 |
| WELLS FARGO TARGET CORP | P | $64,937 | $67,991 | -$3,054 | -$3,054 | 2011-11-21 | 2015-12-30 |
| WELLS FARGO NONDIV DISTRIB | P | $3,050 | $3,050 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,850 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,198 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,198 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,198 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $7,198 | TaxDueAmt |
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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANE Q PIPER | IndividualWithBooksNm |
| Phone | 5123285626 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 N CAP OF TX HWY | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARTHA Q SANDERSON | ||||||||
| 2309 TURTLE CREEK | SHERMAN | TX | 75092 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JANE Q PIPER | ||||||||
| 34 TANGLEWOOD DR | DURANGO | CO | 81301 | VICE PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| KAY ELLEN KIRBY | ||||||||
| 1209 WESTERN HILLS DR | SHERMAN | TX | 75092 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JUDGE JIM FALLON | ||||||||
| 1204 S CROCKETT | SHERMAN | TX | 75090 | BOARD MEMBER | 0.00 | $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 | THIS FOUNDATION DOES NOT PROVIDE FUNDS FOR ANY DIRECT CHARITABLE ACTIVITY, BUT RATHER CONTRIBUTES TO EXEMPT CHARITABLE ORGANIZATIONS FOR THEIR USE IN FURTHERANCE OF THEIR EXEMPT PURPOSES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $4,948,093 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $470,934 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,419,027 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,419,027 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,337,742 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $266,887 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $266,887 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,198 | TotalTaxAmt |
| Distributable Before Adj | $259,689 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $259,689 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $259,689 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $240,953 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $240,953 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $240,953 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $202,359 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $240,953 | QualifyingDistributionsAmt |
| Applied To Year1 | $202,359 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,594 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $221,095 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE QUENTAN PIPER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 TANGLEWOOD DR | AddressLine1Txt |
| City | DURANGO | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5123285626 | RecipientPhoneNum |
| Form And Info And Materials | LETTERS DESCRIBING THE ORGANIZATION AND NATURE OF THE REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN COLLEGE | |||||||
| 900 N GRAND | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| BEHAVIOR CONCEPTS | |||||||
| 115 S TRAVIS ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| BOYS AND GIRLS CLUB | |||||||
| 1500 N LUCKETT | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONSTO ASSIST IN OPERATIONS | $12,000 |
| CASA OF GRAYSON COUNTY INC | |||||||
| 1518 S AUSTIN ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| CHILD AND FAMILY GUIDANCE CENTER | |||||||
| 804 E PECAN GROVE RD | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| CHILDRENS ADVOCACY CENTER | |||||||
| 910 COTTONWOOD | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| CRISIS CENTER | |||||||
| P O BOX 2112 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 401 N ELM | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $1,500 |
| FOUR RIVERS OUTREACH | |||||||
| 210 S RUSK ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $12,000 |
| GRAND CENTRAL STATION | |||||||
| P O BOX 3173 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| GRAYSON COUNTY COLLEGE | |||||||
| 6101 GRAYSON DR | DENISON | TX | 75020 | NONE | PUBLIC | TO FUND FUTURE SCHOLARSHIPS | $10,000 |
| GRAYSON COUNTY SHELTER | |||||||
| 331 W MORTON | DENISON | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| HOME HOSPICE | |||||||
| 505 W CENTER ST | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| HOUSE OF ELI | |||||||
| 123 RICKETTS | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| MASTERKEY MINISTRIES | |||||||
| 209 S FM 1417 | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| NORTH TX YOUTH CONNECTION | |||||||
| P O BOX 1625 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| PAYNE CHAPEL | |||||||
| 701 N EAST ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| REHABILITATION CENTER | |||||||
| 1216 HILLCREST | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| SHERMAN EDUCATION FUND | |||||||
| P O BOX 1176 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| SHERMAN MUSEUM | |||||||
| 301 S WALNUT | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| ST STEPHEN'S EPISCOPAL CHURCH | |||||||
| 401 S CROCKETT | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $1,500 |
| TEXAS CASA | |||||||
| 1501 W ANDERSON LN | AUSTIN | TX | 78746 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| WARM FUZZIES | |||||||
| 804 E PECAN GROVE RD | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $500 |
| WOMEN ROCK | |||||||
| 223 E HOUSTON | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| CALLIE CLINIC | |||||||
| 303 SUNSET BLVD | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| ST MARYS CATHOLIC CHURCH | |||||||
| 727 S TRAVIS | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $1,500 |
| SHARE TAKE IT TO THE STREETS | |||||||
| 123 N RUSK ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $206,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,640 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $176,116 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,241 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $207,850 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $394,847 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $394,847 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE INCOME CONTRIBUTED IMPORTANTLY TO THE ACCOMPLISHMENT OF THE |
| 4 | EXEMPT PURPOSE BY MAINTAINING THE CORPUS OF THE FOUNDATION TO |
| 7 | FURTHER CHARITABLE GIVING BY THE FOUNDATION TO EXEMPT ORGANIZATIONS |
| 8 | IN NEED. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,046,434 | EOYBookValueAmt |
| EOYFMV | $2,046,434 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT SERVICES | $2,400 | $2,400 | $2,400 |
| OFFICE SUPPLIES | $586 | $586 | $586 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BBC&D ENTERPRISES | $237 | $237 | $237 |
| JETTA OPER | $1,792 | $1,792 | $1,792 |
| MILAGRO EXPL | $76 | $76 | $76 |
| PLAINS MKTG | $170 | $170 | $170 |
| TROY JACO | $21 | $21 | $21 |
| ROBERTS HAMMACK | $11 | $11 | $11 |
| SILVER CREEK | $934 | $934 | $934 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VERSUS 1099 COST DIFFERENCE | Desc |
| Amt | $120,488 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $30,141 | Amt |
| Net Investment Income | $30,141 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,141 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,128 | $1,128 | $1,128 |
| ROYALTY TAXES | $170 | $170 | $170 |
| AD VALOREM TAXES | $278 | $278 | $278 |
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