NASHER FOUNDATION 101796: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NASHER FOUNDATION 101796 (EIN 75-2674048)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-16
- IRS object ID
- 201632299349100113
- Schema version
- 2014v6.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-16T12:38:04-07:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRON A PARKER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SOUTH CENTER STREET | AddressLine1Txt |
| City | FORNEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752674048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NASHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NASH | BusinessNameControlTxt |
| Phone | 9725640247 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SOUTH CENTER STREET | AddressLine1Txt |
| City | FORNEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BYRON A PARKER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9725640247 | PhoneNum |
| Signature | 2016-02-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BYRON A PARKER CPA | PreparerPersonNm |
| Phone | 9725640247 | PhoneNum |
| Preparation | 2016-08-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $152,112,143 | 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 | $5,309,899 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,198 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,198 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,198 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,121,030 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,283,530 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,283,530 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,213,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,439,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,213,177 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $162,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $162,500 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $162,500 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,807,804 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,660,405 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,447,228 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $12,696 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,647 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,647 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,049 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $9,360 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,360 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $591,038 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $591,038 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $591,038 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $12,626 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,626 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $12,626 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,577,957 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $227,604 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $225,722 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,440,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $614,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $614,671 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $246,131 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,940,641 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $614,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $614,671 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,746,131 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $867,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,045,734 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,832,557 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,935 | CashBOYAmt |
| Cash EOY | $144,560 | CashEOYAmt |
| Cash EOYFMV | $144,560 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,062,626 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,014,066 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,014,066 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $11,073,303 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,464,080 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,486,491 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $37,450,744 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,342,129 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,108,055 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,263,857 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,721,930 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,679,695 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $5,238,839 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $2,058,545 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $2,055,744 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $22,254,410 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,195,504 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,727,093 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $68,797,460 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,852,314 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $52,237,774 | LandBOYAmt |
| Land EOY | $48,945,146 | LandEOYAmt |
| Land EOYFMV | $48,945,146 | LandEOYFMVAmt |
| Other Assets BOY | $2,831,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,831,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,951,293 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $145,467,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $144,717,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $152,112,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $145,467,988 | RetainedEarningBOYAmt |
| Retained Earning EOY | $144,717,460 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $145,467,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $144,717,460 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $145,467,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $144,717,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $145,467,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $867,163 | ExcessRevenueOverExpensesAmt |
| Subtotal | $146,335,151 | SubtotalAmt |
| Other Decreases | $1,617,691 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $144,717,460 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-09-30 | AcquiredDt |
| Sold | 2015-09-30 | SoldDt |
| Gross Sales Price | $1,213,177 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,213,177 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $1,213,177 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,213,177 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,944,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $99,367,425 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069891 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,082,519 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $95,721,751 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,552,117 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $94,538,972 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058728 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,050,522 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $71,478,430 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070658 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,973,978 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $65,508,115 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075929 | DistributionYr5Rt |
| Total Distribution | 0.338750 | TotalDistributionRt |
| Average Distribution | 0.067750 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $99,848,767 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,764,754 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,457 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,795,211 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,746,131 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,915 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60,915 | SubtotalAmt |
| Tax Based On Investment Income | $60,915 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,765 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $67,765 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$67,765 | OriginalReturnOverpaymentAmt |
| Overpayment | $6,850 | OverpaymentAmt |
| Applied To ES Tax | $6,850 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 |
| Individual With Books | CARLA BOOTHE | IndividualWithBooksNm |
| Phone | 2143691234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8080 NORTH CENTRAL EXPWY SUITE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHAN STAMAS | ||||||||
| 325 EVANDALE ROAD | SCARSDALE | NY | 10583 | DIR; BD CHM | 2.00 | $0 | $0 | $0 |
| DAVID H HAEMISEGGER | ||||||||
| PO BOX 829007 | DALLAS | TX | 75382 | DIR; PRES. | 5.00 | $0 | $0 | $0 |
| NANCY N HAEMISEGGER | ||||||||
| PO BOX 829007 | DALLAS | TX | 75382 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOHN G HEIMAN | ||||||||
| 131 EAST 66TH STREET APT 2/3D | NEW YORK | NY | 10021 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ANDREA NASHER | ||||||||
| 6355 W NORTHWEST HWY | DALLAS | TX | 75225 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ELLIOT R CATTARULLA | ||||||||
| 8080 N CENTRAL EXPWY LB 40 | DALLAS | TX | 75206 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| WILLIAM JORDAN | ||||||||
| 3601 TURTLE CREEK BLVD | DALLAS | TX | 75219 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BYRON A PARKER CPA | ||||||||
| 500 SOUTH CENTER STREET | FORNEY | TX | 75126 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION EXPENDED FUNDS DURING 2014 RELATING TO THE OPERATIONOF A SCULPTURE CENTER OPEN TO THE PUBLIC IN THE ARTS DISTRICT OF DALLASTEXAS. THERE WERE 134,655 VISITORS DURING THE CURRENT TAX YEAR. | Description1Txt |
| Expenses1 | $129,283 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $87,448,395 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,353,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,567,255 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,369,307 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $101,369,307 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,520,540 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,848,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,992,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,746,131 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,746,131 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,746,131 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $5,746,131 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $5,746,131 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,746,131 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,746,131 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,746,131 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,832,557 | CurrentYearAmt |
| Year1 | $1,842,181 | Year1Amt |
| Year2 | $2,326,166 | Year2Amt |
| Year3 | $2,093,196 | Year3Amt |
| Total | $8,094,100 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,557,673 | CurrentYearAmt |
| Year1 | $1,565,854 | Year1Amt |
| Year2 | $1,977,241 | Year2Amt |
| Year3 | $1,779,217 | Year3Amt |
| Total | $6,879,985 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,746,131 | CurrentYearAmt |
| Year1 | $6,944,850 | Year1Amt |
| Year2 | $6,082,519 | Year2Amt |
| Year3 | $5,552,117 | Year3Amt |
| Total | $24,325,617 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,746,131 | CurrentYearAmt |
| Year1 | $6,944,850 | Year1Amt |
| Year2 | $6,082,519 | Year2Amt |
| Year3 | $5,552,117 | Year3Amt |
| Total | $24,325,617 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $3,312,277 | Year1Amt |
| Year2 | $3,190,725 | Year2Amt |
| Year3 | $3,151,299 | Year3Amt |
| Total | $9,654,301 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAYMOND D NASHER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NASHER SCULPTURE CENTER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 FLORA | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUB. CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS EXPENSE PAYMENTS | GrantOrContributionPurposeTxt |
| Amt | $5,500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,500,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,198 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,121,030 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $1,213,177 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,497,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,497,905 | 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 | RAYMOND D NASHER MANAGEMENT TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 831041 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,309,899 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LANE, GORMAN, TRUBITT, L.L.P. AUDIT BOOKS RECORDS AND RELATED MATTERS | $15,050 | $7,525 | $7,525 | $7,525 |
| BYRON A. PARKER, CPA TAX RETURN PREP; CONSULT. | $3,670 | $1,835 | $1,835 | $1,835 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | Purchased | $859,539 | $859,539 | |
| SALES OF PUBLICLY TRADED SECURITIES | Purchased | -$160,901 | $160,901 | |
| SALES OF PUBLICLY TRADED SECURITIES | Purchased | $45,169 | $45,169 | |
| SALES OF PUBLICLY TRADED SECURITIES | Purchased | -$57,793 | $57,793 | |
| SALES OF PUBLICLY TRADED SECURITIES | Purchased | $303,913 | $303,913 | |
| SALES OF PUBLICLY TRADED SECURITIES | Purchased | $223,537 | $223,537 | |
| SALES OF PUBLICLY TRADED SECURITIES | Purchased | -$7,206 | $7,206 | |
| SALES OF PUBLICLY TRADED SECURITIES | Purchased | $6,919 | $6,919 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO ACCOUNT AGG732981 | $2,862,031 | $2,810,417 |
| J.P. MORGAN ACCOUNT V37314305 | $14,859,899 | $14,869,278 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| J.P. MORGAN ACCOUNT V65443000 | $5,559,053 | $5,921,622 |
| FIRST MANHATTAN | $6,573,521 | $10,246,532 |
| WELLS FARGO ACCOUNT AGG732981 | $12,978,142 | $13,441,458 |
| J.P. MORGAN ACCOUNT V65989002 | $5,101,363 | $6,132,461 |
| J.P. MORGAN ACCOUNT N96638007 | $604,927 | $555,487 |
| J.P. MORGAN ACCOUNT N96636001 | $457,511 | $366,746 |
| J.P. MORGAN ACCOUNT V37314008 | $11,874,246 | $14,250,383 |
| J.P. MORGAN ACCOUNT V37314008--RECEIVABLE | $193,366 | $193,366 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,111,061 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,122,768 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $353,019 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $363,723 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO ACCOUNT AGG732981--DOMESTIC MUTUAL FUNDS, FIXED INCOME | $5,273,830 | $5,075,102 |
| WELLS FARGO ACCOUNT AGG732981--INTN'L MUTUAL FUNDS, FIXED INCOME | $1,408,003 | $1,239,617 |
| WELLS FARGO ACCOUNT AGG732981--OTHER, FIXED INCOME | $257,960 | $251,510 |
| WELLS FARGO ACCOUNT AGG732981--REITS | $1,206,054 | $1,346,027 |
| WELLS FARGO ACCOUNT AGG732981--REAL ASSET FUNDS | $1,566,775 | $1,069,642 |
| J.P. MORGAN ACCOUNT N96636001--ALTERNATIVE INVESTMENTS | $117,377 | $88,141 |
| J.P. MORGAN ACCOUNT V37314008 | $1,649,999 | $1,960,348 |
| J.P. MORGAN ACCOUNT V37314008--BOND MUTUAL FUNDS | $2,715,506 | $2,696,706 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|
| LAND COST- SCULPTURE CENTER | $6,718,670 | $6,718,670 | |
| BUILDING | $47,665,874 | $33,368,289 | $14,297,585 |
| ELECTRONIC EQUIPMENT | $273,216 | $273,216 | |
| EQUIPMENT--10 YEAR | $343,397 | $343,397 | |
| EQUIPMENT--5 YEAR | $27,379 | $27,379 | |
| FURNITURE AND FIXTURES--15 YEAR | $1,111,993 | $226,233 | $885,760 |
| FURNITURE AND FIXTURES--5 YEAR | $30,430 | $30,430 | |
| GARDEN | $11,705,282 | $8,193,784 | $3,511,498 |
| SIGNAGE | $11,572 | $8,086 | $3,486 |
| STREETSCAPE | $580,768 | $406,538 | $174,230 |
| PATENT | $63,493 | $23,546 | $39,947 |
| WEBSITE | $98,040 | $98,040 | |
| SOFTWARE | $145,540 | $145,540 | |
| CONSERVATION TRUCK | $21,806 | $21,806 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| POWELL & COLEMAN LLC MISC. LEGAL SVCS. | $1,647 | $1,647 | $1,647 | |
| LITTLE, PEDERSON & FANKHAUSER MISC. LEGAL SVCS. | $11,049 | $11,049 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART/SCULPTURE | $2,831,500 | $2,831,500 | $2,831,500 |
| ACCRUED INCOME | $119,793 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART/SCULPTURE | $2,831,500 | $2,831,500 | $2,831,500 |
| ACCRUED INCOME | $119,793 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART/SCULPTURE | $2,831,500 | $2,831,500 | $2,831,500 |
| ACCRUED INCOME | $119,793 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUST TAX DEPRECIATION | $1,616,469 |
| MISCELLANEOUS ADJUSTMENTS | $1,222 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEE | $586 | $586 |
| BOARD OF DIRECTORS MEETING EXPENSES | $2,388 | $2,388 |
| CONSERVATION EXPENSES | $3,165 | $3,165 |
| ART STORAGE EXPENSES | $107,058 | $107,058 |
| ART INSURANCE | $70,138 | $70,138 |
| OTHER INSURANCE | $6,354 | $6,354 |
| CONTRACT LABOR | $77,493 | $77,493 |
| REVERSE ACCRUALS | -$69,283 | -$71,165 |
| MUSEUM TOWER ISSUE EXPENSES | $29,705 | $29,705 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST ON INSTALLMENT NOTE | Desc |
| Revenue And Expenses Per Books | $162,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $162,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $162,500 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| US TRUST CO INVESTMENT MANAGEMENT FEES | $6,760 | $6,760 | $6,760 |
| JP MORGAN INVESTMENT MANAGEMENT FEES | $78,026 | $78,026 | $78,026 |
| JP MORGAN INVESTMENT MANAGEMENT FEES | $53,937 | $53,937 | $53,937 |
| FIRST MANHATTAN INVESTMENT MANAGEMENT FEES | $121,689 | $121,689 | $121,689 |
| JP MORGAN INVESTMENT MANAGEMENT FEES | $95,138 | $95,138 | $95,138 |
| JP MORGAN INVESTMENT MANAGEMENT FEES | $66,215 | $66,215 | $66,215 |
| JP MORGAN INVESTMENT MANAGEMENT FEES | $2,345 | $2,345 | $2,345 |
| JP MORGAN INVESTMENT MANAGEMENT FEES | $2,998 | $2,998 | $2,998 |
| WELLS FARGO INVESTMENT MANAGEMENT FEES | $163,930 | $163,930 | $163,930 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAXES | CategoryTxt |
| Amt | $12,626 | Amt |
| Net Investment Income | $12,626 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,626 | AdjustedNetIncomeAmt |
Comments