STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION (EIN 47-0830375)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349100948
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T08:30:08-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHT & BRIGHT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LN STE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752255918 | 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 | 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 | 5944 LUTHER LANE SUITE 600 | 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 | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 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 | $19,903,279 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $469,655 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $469,655 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,457,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,473,512 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,457,170 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,409,471 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,409,471 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $517,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $517,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $216,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $108,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $108,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,308 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $27,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $202,537 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $178,537 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,804 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,843 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,846 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,582 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $22,636 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $22,636 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,125 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,125 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,867 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,984 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $555,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $319,947 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $201,016 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,362,959 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,362,959 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,918,616 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $319,947 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,563,975 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,401,262 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,407 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,223,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,030,665 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,030,665 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $300,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $300,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $300,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $300,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $36,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $32,986 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $32,986 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,981,826 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,712,591 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,238,156 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,694,186 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,775,424 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,232,763 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $102,072 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,363 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $73,291 | LandBOYAmt |
| Land EOY | $58,709 | LandEOYAmt |
| Land EOYFMV | $58,709 | LandEOYFMVAmt |
| Other Assets BOY | $13,414 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,321,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,920,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,903,279 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $348 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $197 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $348 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $197 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $21,321,440 | UnrestrictedBOYAmt |
| Unrestricted EOY | $18,920,178 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,321,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,920,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,321,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,920,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,321,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,401,262 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,920,178 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,920,178 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| VIEW CAPITAL - 615-13272 GAINS | P | 2012-12-31 | 2015-12-31 | $1,363,172 | $1,363,172 | $1,363,172 | |
| VIEW CAPITAL - 615-13273 LOSSES | P | 2012-12-31 | 2015-12-31 | -$16,342 | -$16,342 | $16,342 | |
| VIEW CAPITAL - 615-13274 GAINS | P | 2012-12-31 | 2015-12-31 | $28,153 | $28,153 | $28,153 | |
| VIEW CAPITAL - 615-13275 GAINS | P | 2012-12-31 | 2015-12-31 | $82,187 | $82,187 | $82,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,457,170 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,948 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,948 | SubtotalAmt |
| Tax Based On Investment Income | $3,948 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,986 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,986 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $14,038 | OverpaymentAmt |
| Applied To ES Tax | $14,038 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | 5944 LUTHER LANE SUITE 600 | 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 |
| 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 (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 | $144,000 |
| BARBARA DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/SECRETARY | 1.00 | $0 |
| CHARLES WILLIAM DURHAM II | ||||||
| 7291 WILLIAMSON ROAD | DALLAS | TX | 75214 | Director | 1.00 | $24,000 |
| JULIE DURHAM RADO | ||||||
| 4616 STANFORD | DALLAS | TX | 75209 | Director | 1.00 | $24,000 |
| PETER HENNINGSON DURHAM | ||||||
| 181 FAIRMONT ST | SAN FRANCISCO | CA | 94131 | Director | 1.00 | $24,000 |
| 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 | $19,989,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,380,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $401,695 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,771,460 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $22,771,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $341,572 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,429,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,121,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,121,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,948 | TotalTaxAmt |
| Distributable Before Adj | $1,117,546 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,117,546 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,117,546 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,563,975 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,563,975 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,563,975 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,117,546 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $140,333 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $140,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,563,975 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,117,546 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,446,429 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,586,762 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,586,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $140,333 | ExcessFromYear1Amt |
| Excess From Current Year | $1,446,429 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
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 | 5944 LUTHER LANE SUITE 600 | 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 | 5944 LUTHER LANE SUITE 600 | 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 | $2,362,959 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,362,959 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $469,655 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,409,471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,457,170 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$939,816 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,457,170 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $517,354 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BRIGHT & BRIGHT LLP | $20,350 | $21,700 | $0 | $0 |
| PREPARATION OF FORM 990-PF | $7,425 | $0 | $0 | $7,425 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2012-08-03 | $38,125 | $12,936 | SL | 0.1429 | $5,448 |
| FURNITURE AND FIXTURES | 2012-12-04 | $6,419 | $1,949 | SL | 0.1429 | $917 |
| FURNITURE AND FIXTURES | 2012-12-18 | $25,327 | $7,689 | SL | 0.1429 | $3,619 |
| FURNITURE AND FIXTURES | 2013-01-10 | $3,267 | $875 | SL | 0.1428 | $467 |
| FURNITURE AND FIXTURES | 2013-03-05 | $6,334 | $1,697 | SL | 0.1428 | $904 |
| WEB SITE COST | 2013-12-15 | $22,600 | $3,635 | SL | 0.1428 | $3,227 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $79,472 | $36,501 | $42,971 | $42,971 |
| Miscellaneous | $22,600 | $6,862 | $15,738 | $15,738 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ELLICK, JONES, BUETT, ETAL | $1,015 | $0 | $0 | $0 |
| FRASER STRYKER PC LLO | $1,936 | $0 | $0 | $0 |
| PETTIT LAW FIRM | $357 | $0 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTES/ADVANCES RECEIVABLE | Desc |
| BOY Book Value | $10,000 | BOYBookValueAmt |
| EOY Book Value | $10,000 | EOYBookValueAmt |
| EOYFMV | $10,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK CHARGES | $471 | $471 | |
| INSURANCE | -$18 | -$18 | |
| OFFICE SUPPLIES AND EXPENSES | $9,531 | $9,531 | |
| OTHER INVESTMENT INCOME (EXPENSES) | $2,867 | $2,867 | |
| PENALTIES AND INTEREST | $39 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$1,409,471 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,409,471 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE ASSISTANCE | $3,725 | $3,725 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $133,250 | $133,250 | $0 | $0 |
| MANAGEMENT FEES | $41,562 | $41,562 | $0 | $0 |
| THE DALLAS FOUNDATION | $24,000 | $0 | $0 | $24,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON 2013 NET INVESTMENT INCOME | $101 | ||
| EXCISE TAX ON 2014 NET INVESTMENT INCOME | $18,014 | ||
| FOREIGN WITHHOLDING | $997 | $997 | |
| PAYROLL TAXES AND EXPENSES | $15,692 | $7,846 | $7,846 |