BETA

THE HAL AND DIANE BRIERLEY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE HAL AND DIANE BRIERLEY FOUNDATION (EIN 75-6563187)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-02
IRS object ID
201633079349100638
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-02T15:06:10-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 NORTH PEARL ST SUITE 1700AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN756563187EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hal & Diane Brierley FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CHARLES CHEATHAMInCareOfNm
Business Name ControlHAL&BusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14324 ST JOHNS DRIVEAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752054335ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES CHEATHAMPersonNm
Person TitleDirectorPersonTitleTxt
Phone2147435555PhoneNum
Signature2016-11-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLaurie B Elmore CPAPreparerPersonNm
PTINP00228866PTIN
Phone2149697007PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,785,924FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$856InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$856InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,296DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,296DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,249,144NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,249,144GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,249,144CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$20,251,296TotalRevAndExpnssAmt
Total Net Invst Incm$5,251,296TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,354AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,354AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,404TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,404TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,535,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,535,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,536,404TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,404TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,535,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,714,892ExcessRevenueOverExpensesAmt
Net Investment Income$5,249,892NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,017,569CashBOYAmt
Cash EOY$19,732,461CashEOYAmt
Cash EOYFMV$19,732,461CashEOYFMVAmt
Corporate Stock BOY$20,507CorporateStockBOYAmt
Corporate Stock EOY$20,507CorporateStockEOYAmt
Corporate Stock EOYFMV$53,463CorporateStockEOYFMVAmt
Total Assets BOY$1,038,076TotalAssetsBOYAmt
Total Assets EOY$19,752,968TotalAssetsEOYAmt
Total Assets EOYFMV$19,785,924TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,038,076RetainedEarningBOYAmt
Retained Earning EOY$19,752,968RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,038,076TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,752,968TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,038,076TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,752,968TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,038,076TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,714,892ExcessRevenueOverExpensesAmt
Subtotal$19,752,968SubtotalAmt
Tot Net Ast Or Fund Balances EOY$19,752,968TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property500000 SHARES RESEARCH NOW INCPropertyDesc
How AcquiredDHowAcquiredCd
Sold2015-03-20SoldDt
Gross Sales Price$5,249,144GrossSalesPriceAmt
Gain Or Loss$5,249,144GainOrLossAmt
Gains Minus Excess Or Losses$5,249,144GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,249,144CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$488,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,759,529NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.084729DistributionYr1Rt
Adjusted Qlfy Distri Yr2$82,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,458,116NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.018393DistributionYr2Rt
Adjusted Qlfy Distri Yr3$91,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,434,728NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037581DistributionYr3Rt
Adjusted Qlfy Distri Yr4$148,093AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$277,971NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.532764DistributionYr4Rt
Adjusted Qlfy Distri Yr5$127,250AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$410,937NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.309658DistributionYr5Rt
Total Distribution0.983125TotalDistributionRt
Average Distribution0.196625AverageDistributionRt
Net Vl Noncharitable Assets$8,846,540NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,739,451AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$52,499NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,791,950AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,535,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$104,998InvestmentIncomeExciseTaxAmt
Subtotal$104,998SubtotalAmt
Tax Based On Investment Income$104,998TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$1,000AppliedToEsTaxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Tax Due$103,998TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addressn/aWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHARLES CHEATHAMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2147435555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15465 LEGACY DRIVE SUITE 300AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HAROLD M BRIERLEY
4324 ST JOHNS DRIVEDALLASTX752054335DIRECTOR0$0$0$0
DIANE M WALDEN BRIERLEY
4324 ST JOHNS DRIVEDALLASTX752054335DIRECTOR0$0$0$0
CHARLES CHEATHAM
5465 LEGACY DRIVE SUITE 300PlanoTX75024DIRECTOR0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ONLY CHARITABLE ACTIVITY DURING THE TAX YEAR WAS THE DIRECT CASH CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS.Description1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,651,840AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,329,419AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,981,259TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,981,259AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$134,719CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,846,540NetVlNoncharitableAssetsAmt
Minimum Investment Return$442,327MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$442,327MinimumInvestmentReturnAmt
Tax Based On Investment Income$104,998TaxBasedOnInvestmentIncomeAmt
Total Tax$104,998TotalTaxAmt
Distributable Before Adj$337,329DistributableBeforeAdjAmt
Distributable Before Ded$337,329DistributableBeforeDedAmt
Distributable As Adjusted$337,329DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,535,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,535,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,535,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$337,329DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$106,703ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$148,100ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$590,861ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$200,024ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,045,688TotalExcessDistributionCyovAmt
Qualifying Distributions$1,535,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$337,329AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,197,671RemainingDistriFromCorpusAmt
Total Corpus$2,243,359TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$106,703ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,136,656ExcessDistriCyovToNextYrAmt
Excess From Year4$148,100ExcessFromYear4Amt
Excess From Year3$590,861ExcessFromYear3Amt
Excess From Year1$200,024ExcessFromYear1Amt
Excess From Current Year$1,197,671ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHAROLD M AND DIANE M BRIERLEYContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient Personharold brierleyRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13889 Maple Avenue Suite 510AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75219ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2147608700RecipientPhoneNum
Form And Info And MaterialsAVAILABLE UPON REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Dallas Zoological Society
650 SD RL Thornton FwyDallasTX75203NONEPCCHARITABLE$11,000
Vogel Alcove
1738 Gano StdallasTX75215NONEPCCHARITABLE$3,000
Heroes and Handbags
1701 GATEWAY BLVDRICHARDSONTX75080NONEPCCHARTIABLE$5,000SUITE 410
Women That Soar
C/O 4324 ST JOHNS DRIVEDALLASTX75205nonePCCHARITABLE$10,000
Orchestra of New Spain
10260 N CENTRAL EXPY 276DALLASTX75231NonePCCHARITABLE$10,000
TITAS
700 N PEARL STREET SUITE 1800DALLASTX75201nonePCCHARITABLE$5,000
BTW Advisory Board
2501 FLORA STREETDALLASTX75201NONEPCCHARITABLE$2,500
Callier Cares
1966 INWOOD ROADDALLASTX75235nonePCCHARITABLE$1,000
Dallas Symphony Orchestra
23601 FLORA STREETDALLASTX75201nonePCCHARITABLE$12,500
Rogers Wildlife Rehab Center
1430 E CLEVELAND STHUTCHINSTX75141NONEPCCHARITABLE$2,500
Dallas Summer Musicals
909 FIRST AVENUEDALLASTX75210nonePCCHARITABLE$5,000
Greater Dallas Youth Orchestra
3630 HARRY HINES BLVDDALLASTX75219nonePCCHARITABLE$5,000
Equest
811 E PEMBERTON HILL ROAD BLDG 4DALLASTX75217nonePCCHARITABLE$10,000
Aware
C/O 4324 ST JOHNS DRIVEDALLASTX75205nonePCCHARITABLE$10,000
Flying Horses Booker T Washington
2501 FLORA STREETDALLASTX75201NONEPCCHARITABLE$2,500
UT Southwestern
5323 HARRY HINES BLVDDALLASTX75390nonePCCHARITABLE$50,000
Fine Arts Chamber Players
3630 HARRY HINES BLVDDALLASTX75219nonePCCHARITABLE$2,500
Regis College
235 WELLESLEY STWESTONMA02493nonePCCHARITABLE$25,000
Senior Source
3910 HARRY HINES BLVDDALLASTX75219nonePCCHARITABLE$5,000
March of Dimes
1275 MAMARONECK AVENUEWHITE PLAINSNY10605nonePCCHARITABLE$5,000
SPCA
2400 LONE STAR DRIVEDALLASTX75212nonePCCHARITABLE$5,000
American Red Cross
4800 HARRY HINES BLVDDALLASTX75235nonePCCHARITABLE$10,000
Perot Museum of Nature and Science
2201 N FIELD STREETDALLASTX75201nonePCCHARITABLE$12,500
Shakespeare Dallas
1250 MAJESTY DRIVEDALLASTX75247nonePCCHARITABLE$20,000
Junior Players
4054 MCKINNEY AVE 104DALLASTX75204nonePCCHARITABLE$10,000
Dallas Theater Center
2400 FLORA STREETDALLASTX75201nonePCCHARITABLE$20,000
St Paul Medical Foundation
6201 HARRY HINESDALLASTX75219nonePCCHARITABLE$5,000
SMU Tower Gift
6425 BOAZ LANEDALLASTX75205nonePCCHARITABLE$5,000
North Texas Food Bank
4500 S COCKRELL HILL ROADDALLASTX75236nonePCCHARITABLE$10,000
The Salvation Army Women's Auxiliary
5554 HARRY HINES BLVDDALLASTX75219nonePCCHARITABLE$5,000
Baylor Health Care Systems Foundation
3500 GASTON ROADDALLASTX752462017nonePCCHARITABLE$1,250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,535,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$856ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,296ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,249,144ExclusionAmt
FieldValueIRS element (for citing)
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,251,296ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,251,296TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,354Amt
Net Investment Income$1,354NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAMERIPRISE FINANCIAL 500 SHStockNm
EOY Book Value$20,507EOYBookValueAmt
EOYFMV$53,463EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER MISC EXPENSESDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Net Investment Income$50NetInvestmentIncomeAmt

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