STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION (EIN 47-0830375)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349103967
- 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
- Schedule B
- Accounting Fees Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T12:14:15-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751045245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHT & BRIGHT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 470830375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN H DURHAM FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 2143630211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN H DURHAM | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | G Todd Bright | PreparerPersonNm |
| PTIN | P01251013 | PTIN |
| Phone | 2143630211 | 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 | $32,727,936 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36,078 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,078 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,688 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,688 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,376,656 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,644 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $92,792 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,111,571 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,111,571 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,476,981 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,376,981 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $92,792 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $338,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $169,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $169,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,275 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $315,778 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $315,778 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $521 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $521 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,443 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,982 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,461 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $38,164 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $38,164 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $128,204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $128,204 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $856,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $508,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $348,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,307,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,307,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,163,718 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $508,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,655,683 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$686,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $868,946 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $92,792 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,367,869 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,863 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,863 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $457,495 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $784,116 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $457,495 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $457,495 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,747,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,919,941 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,543,411 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $17,162,994 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,397,510 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,496,563 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,600 | LandBldgEquipAccumDeprecAmt |
| Other Assets EOY | $138,604 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $138,604 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,062,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,005,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,727,936 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $163 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,289 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $864,869 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $865,032 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,289 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,197,664 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,999,124 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,197,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,999,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,062,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,005,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,197,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$686,737 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,684 | OtherIncreasesAmt |
| Subtotal | $21,513,611 | SubtotalAmt |
| Other Decreases | $514,487 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,999,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 250,000 US TREASURY GP6 | P | 2023-11-29 | 2024-02-29 | $250,000 | $246,650 | $3,350 | $3,350 |
| 250,000 US TREASURY GX9 | P | 2023-09-19 | 2024-03-14 | $250,000 | $243,503 | $6,497 | $6,497 |
| 250,000 US TREASURY HF7 | P | 2024-01-17 | 2024-04-11 | $250,000 | $246,925 | $3,075 | $3,075 |
| 30,000 ZUORA INC CLASS A | P | 2024-04-19 | 2024-04-29 | $295,500 | $262,495 | $33,005 | $33,005 |
| 250,000 US TREASURY HH3 | P | 2024-01-17 | 2024-05-02 | $250,000 | $246,203 | $3,797 | $3,797 |
| 200,000 US TREASURY HR1 | P | 2024-02-23 | 2024-05-23 | $200,000 | $197,380 | $2,620 | $2,620 |
| 200,000 US TREASURY JY4 | P | 2024-02-16 | 2024-05-28 | $200,000 | $197,047 | $2,953 | $2,953 |
| 250,000 US TREASURY HT7 | P | 2024-03-11 | 2024-06-06 | $250,000 | $246,843 | $3,157 | $3,157 |
| 250,000 US TREASURY ZW2 | P | 2024-03-21 | 2024-06-20 | $250,000 | $246,693 | $3,307 | $3,307 |
| 250,000 US TREASURY JU2 | P | 2024-05-03 | 2024-08-01 | $250,000 | $246,723 | $3,277 | $3,277 |
| 300,000 US TREASURY KT3 | P | 2024-07-12 | 2024-09-24 | $299,389 | $296,100 | $3,289 | $3,289 |
| 500 VANGUARD | P | 2012-12-31 | 2024-10-10 | $99,105 | $65,000 | $34,105 | $34,105 |
| 300,000 US TREASURY X5 | P | 2023-10-24 | 2024-10-17 | $203,883 | $179,418 | $24,465 | $24,465 |
| 150,000 US TREASURY X5 | P | 2023-10-24 | 2024-11-04 | $98,761 | $89,709 | $9,052 | $9,052 |
| 350,000 US TREASURY X5 | P | 2023-10-24 | 2024-11-19 | $230,018 | $209,323 | $20,695 | $20,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,644 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $92,792 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,078 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,078 | SubtotalAmt |
| Tax Based On Investment Income | $12,078 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $677 | EsPenaltyAmt |
| Tax Due | $12,755 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHT AND BRIGHT LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143630211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEPHEN H DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/PRESIDENT | 25.00 | $198,000 |
| BARBARA DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/SECRETARY | 1.00 | $35,000 |
| CHARLES WILLIAM DURHAM II | ||||||
| 7291 WILLIAMSON ROAD | DALLAS | TX | 75214 | Director | 1.00 | $35,000 |
| JULIE DURHAM RADO | ||||||
| 4616 STANFORD | DALLAS | TX | 75209 | Director | 1.00 | $35,000 |
| PETER HENNINGSON DURHAM | ||||||
| 181 FAIRMONT ST | SAN FRANCISCO | CA | 94131 | Director | 1.00 | $35,000 |
| G TODD BRIGHT | ||||||
| 5944 LUTHER LANE STE 600 | DALLAS | TX | 75225 | Treasurer | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,748,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $607,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $596,099 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,952,737 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $31,952,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $479,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,473,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,573,672 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,573,672 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,078 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,078 | TotalTaxAmt |
| Distributable Before Adj | $1,561,594 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,561,594 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,561,594 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,655,683 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,655,683 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,561,594 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,535 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,655,683 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,535 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,561,594 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,554 | RemainingDistriFromCorpusAmt |
| Total Corpus | $77,554 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $77,554 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $77,554 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WWWDURHAMFAMILYFOUNDATIONORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143630211 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE ONLINE @ (SEE ABOVE WEBSITE) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 15, MAY 15, AUGUST 15, AND NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIORITY IS GIVEN TO AGENCIES IN DALLAS-FORT WORTH,TX, NORTHERN CALIFORNA, AND OMAHA, NEBRASKA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SCHEDULE OF DONEERECIP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 DOUGLAS AVE STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL ENDOWMENT | GrantOrContributionPurposeTxt |
| Amt | $1,307,333 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,307,333 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,078 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,688 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,111,571 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $156,644 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,220,337 | ExclusionAmt |
| Related Or Exempt Function Incm | $156,644 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,376,981 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | OTHER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8805 INDIAL HILLS DRIVE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,275 | Amt |
| Net Investment Income | $8,275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $22,600 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $22,600 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| EOYFMVEOYFMVAmt | DescDesc | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| $138,604 | ||
| DISTRIBUTION REC | $138,604 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT YEAR ADJUSTMENT | $4,862 |
| NONDEDUCTIBLE EXPENSES - K-1S | $7,308 |
| PRIOR PERIOD ADJUSTMENTS | $502,317 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $981 | $981 |
| COMPUTER/SOFTWARE EXPENSES | $12,128 | $12,128 |
| DEPLETION | $22,880 | $22,880 |
| MEALS AND ENTERTAINMENT | $5,627 | $5,627 |
| MISCELLANEOUS EXPENSE | $75,150 | $75,150 |
| OFFICE EXPENSE | $373 | $373 |
| TRAVEL | $11,065 | $11,065 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,111,571 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,111,571 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $2,616 |
| TAX EXEMPT INCOME | $68 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PARTNERSHIP CONTR /DIST | Desc |
| BOY Book Value | $864,869 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $90,000 | $90,000 | $0 | $0 |
| MANAGEMENT FEES-BIRNHAM WOOD | $225,778 | $225,778 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON 2022 NET INVESTMENT INCOME | $2,520 | $2,520 | |
| PAYROLL TAXES AND EXPENSES | $24,923 | $12,462 | $12,461 |