ANTHONY FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY FAMILY FOUNDATION (EIN 75-2681504)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-07
- IRS object ID
- 201633129349100123
- Schema version
- 2015v2.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-07T09:23:24-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cantrell & Associates PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12160 Abrams RoadLb-30Ste509 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752434523 | 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 | 752681504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 9729914484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 COIT ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA S ANTHONY | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2016-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C Michael Powell | PreparerPersonNm |
| PTIN | P01246411 | PTIN |
| Phone | 9726904233 | 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 | $4,523,151 | 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 | $3,478,557 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $166 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $166 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,375 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,612,684 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,492 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,544,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,038 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,675 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $7,901 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,901 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,491 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $465 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | -$456 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$456 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,484,484 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,453 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,528 | CashBOYAmt |
| Cash EOY | $203,302 | CashEOYAmt |
| Cash EOYFMV | $203,302 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,994 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $216,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $216,146 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $936,424 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,024,982 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,103,703 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $959,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,444,430 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,523,151 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $959,946 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,444,430 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $959,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,444,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $959,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,444,430 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $959,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,484,484 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,444,430 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,444,430 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2015-01-01 | 2015-06-30 | $3,253,233 | $3,278,656 | -$25,423 | -$25,423 |
| PUBLICLY TRADED SECURITIES | 2000-01-01 | 2015-06-30 | $27,490 | $25,891 | $1,599 | $1,599 |
| PUBLICLY TRADED SECURITIES | 2015-01-01 | 2015-06-30 | $1,546 | $1,757 | -$211 | -$211 |
| PUBLICLY TRADED SECURITIES | 2000-01-01 | 2015-06-30 | $13,234 | $13,892 | -$658 | -$658 |
| PUBLICLY TRADED SECURITIES | 2015-01-01 | 2015-06-30 | $110 | $110 | $110 | |
| PUBLICLY TRADED SECURITIES | 2000-01-01 | 2015-06-30 | $20,304 | $14,849 | $5,455 | $5,455 |
| PUBLICLY TRADED SECURITIES | 2015-01-01 | 2015-06-30 | $47,510 | $47,905 | -$395 | -$395 |
| PUBLICLY TRADED SECURITIES | 2000-01-01 | 2015-06-30 | $79,631 | $57,369 | $22,262 | $22,262 |
| PUBLICLY TRADED SECURITIES | 2015-01-01 | 2015-06-30 | $60,319 | $57,254 | $3,065 | $3,065 |
| PUBLICLY TRADED SECURITIES | 2000-01-01 | 2015-06-30 | $108,471 | $78,619 | $29,852 | $29,852 |
| Capital Gain Dividends | $836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,492 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$22,854 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $70,728 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,097,872 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06442 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,863 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,042,577 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06893 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,277 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $939,278 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05246 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $51,796 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $933,682 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05548 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,795 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $857,543 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05224 | DistributionYr5Rt |
| Total Distribution | 0.293525 | TotalDistributionRt |
| Average Distribution | 0.058705 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,696,413 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $158,293 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $565 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $158,858 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,129 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,129 | SubtotalAmt |
| Tax Based On Investment Income | $1,129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $784 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $784 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $346 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | CINDI S ANTHONY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9729914484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 COIT ROAD SUITE 970 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| R JAY ANTHONY | ||||||
| 12770 COIT ROAD STE 970 | DALLAS | TX | 75251 | PRES/DIR | 1.00 | $0 |
| CYNTHIA S ANTHONY | ||||||
| 12770 COIT ROAD STE 970 | DALLAS | TX | 75251 | VP/S/TR/DIR | 1.00 | $0 |
| JAMES KEVIN FLYNN | ||||||
| 12770 COIT ROAD STE 970 | DALLAS | TX | 75251 | Director | 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 | $2,591,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,902 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,737,475 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,737,475 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,696,413 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,821 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,821 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,129 | TotalTaxAmt |
| Distributable Before Adj | $133,692 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $133,692 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $133,692 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $49,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $49,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,692 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $454 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,059 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,808 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,398 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,719 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $46,719 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $46,719 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $37,473 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | R JAY ANTHONY | ContributingManagerNm |
| Contributing Manager | CYNTHIA S ANTHONY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANTHONY FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 COIT ROAD SUITE 970 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9729914484 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST STATING INTENDED USE OF FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PRESTON HOLLOW PRESBYTERIAN CHURCH | |||||||
| 9800 PRESTON ROAD | DALLAS | TX | 75230 | NONE | PC | UNRESTRICTED | $17,000 |
| CRYSTAL CHARITY BALL | |||||||
| 3838 OAK LAWN AVENUE | DALLAS | TX | 75219 | NONE | PC | UNRESTRICTED | $1,500 |
| GIBI CONFERENCE | |||||||
| 1901 N AKARD STREET | DALLAS | TX | 75201 | NONE | PC | UNRESTRICTED | $6,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $1,000 |
| CHRISTIAN WORKS FOR CHILDREN | |||||||
| 5440 HARVEST HILL RD 140 | DALLAS | TX | 75230 | NONE | PC | UNRESTRICTED | $1,000 |
| CRISTO REY DALLAS COLLEGE PREP | |||||||
| 1064 N ST AUGUSTINE | DALLAS | TX | 75217 | NONE | PC | UNRESTRICTED | $10,000 |
| TEXPROTECTS | |||||||
| 2904 FLOYD ST | DALLAS | TX | 75204 | NONE | PC | UNRESTRICTED | $5,000 |
| DEPAUW UNIVERSITY | |||||||
| PO BOX 37 | GREENCASTLE | IN | 46135 | NONE | PC | UNRESTRICTED | $1,000 |
| BSA Circle Ten Friends Of Scouting | |||||||
| 8605 Harry Hines | Dallas | TX | 75235 | NONE | PC | Unrestricted | $1,000 |
| Montessori Institute of North Texas | |||||||
| 13612 Midway Rd 292 | Dallas | TX | 75244 | NONE | PC | Unrestricted | $2,500 |
| Church of the Incarnation | |||||||
| 3966 McKinney Ave | Dallas | TX | 75204 | NONE | PC | UNRESTRICTED | $1,000 |
| PROMISE HOUSE INC | |||||||
| 224 West Page Ave | Dallas | TX | 75208 | NONE | PC | UNRESTRICTED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,375 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,492 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,038 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,038 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Diana L Anthony | |||||||
| 1 | 6855 Springhill DR | Niwot | CO | 80503 | $200,000 | Yes (X) | |
| Roy J and Cynthia S Anthony | |||||||
| 2 | 6022 Deloache | Dallas | TX | 75225 | $3,278,557 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 19,579.32 SHS. DODGE & COX STOCK FUND | NoncashPropertyDesc |
| Fair Market Value | $3,278,557 | FairMarketValueAmt |
| Received | 2015-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $1,675 | Amt |
| Net Investment Income | $1,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS MANAGED ACCT #559-6 | FMV | $1,134,332 | $1,159,789 |
| GOLDMAN SACHS MANAGED ACCT #672-7 | FMV | $334,675 | $341,363 |
| GOLDMAN SACHS MANAGED ACCT #673-5 | FMV | $366,822 | $365,915 |
| GOLDMAN SACHS MANAGED ACCT #675-0 | FMV | $646,805 | $664,843 |
| GOLDMAN SACHS MANAGED ACCT #676-8 | FMV | $561,124 | $598,504 |
| GOLDMAN SACHS MANAGED ACCT #687-5 | FMV | $981,224 | $973,289 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADR FEES | $504 | $504 |
| Bank Fees | $25 | $25 |
| TIMING DIFFERENCES | -$985 | -$985 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $7,901 | Amt |
| Net Investment Income | $7,901 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Diana L Anthony | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6855 Springhill DR | AddressLine1Txt |
| City | NIWOT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80503 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $465 | $465 |
| U.S. TREASURY (NET) | $1,026 |
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