M R AND EVELYN HUDSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- M R AND EVELYN HUDSON FOUNDATION (EIN 48-1107753)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-19
- IRS object ID
- 202532929349100153
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-19T11:57:03-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evelyn H Moses CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3602 Bryn Mawr Dr | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 481107753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M R and Evelyn Hudson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MRAN | BusinessNameControlTxt |
| Phone | 8174314800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2110 | AddressLine1Txt |
| City | Keller | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76244 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M K Larson | PersonNm |
| Person Title | Pres./Director | PersonTitleTxt |
| Signature | 2025-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evelyn H Moses | PreparerPersonNm |
| PTIN | P01400635 | PTIN |
| Phone | 2143612323 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $115,671,573 | 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 |
| Interest On Sav Rev And Expnss | $129,244 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $129,244 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,453,706 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,453,706 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,000,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,000,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $941,920 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,380,301 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,333,193 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,380,301 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,963,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,963,251 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $367,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,255 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $341,245 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $184,743 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $184,743 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $291,682 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,184 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $280,498 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $213,968 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $191,261 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,708 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $161,821 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $62,744 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $29,077 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $53,403 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $164 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $34,481 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,724 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $32,757 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $46,500 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,412 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $45,017 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $168,614 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $76,065 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $92,279 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,528,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $373,784 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,031,299 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,828,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $373,784 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,331,299 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$865,411 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,589,467 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,312 | CashBOYAmt |
| Cash EOY | $1,743 | CashEOYAmt |
| Cash EOYFMV | $1,743 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,952,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,058,993 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,058,993 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $746,472 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $428,373 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $428,159 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,521,140 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,723,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,806,175 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,729,071 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,454,030 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,429,900 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $24,945,503 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $903 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $24,940,258 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $24,944,600 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $43,583,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $27,000,120 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,460,808 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,508,886 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,291,157 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,436,440 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $901,306 | LandBOYAmt |
| Land EOY | $854,717 | LandEOYAmt |
| Land EOYFMV | $854,717 | LandEOYFMVAmt |
| Total Assets BOY | $77,792,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,927,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,671,573 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $171 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $293 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $171 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $293 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $77,792,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $76,926,789 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,792,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $76,926,789 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,792,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $76,927,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,792,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$865,411 | ExcessRevenueOverExpensesAmt |
| Subtotal | $76,926,789 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $76,926,789 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| publicly traded securities | P | 2001-01-01 | 2024-12-31 | $13,148,627 | $10,952,892 | $2,195,735 | $2,195,735 |
| long-term capital gain dist. | P | 2001-01-01 | 2024-12-31 | $177,715 | $177,715 | $177,715 | |
| short-term capital gain dist. | P | 2024-01-01 | 2024-12-31 | $6,851 | $6,851 | $6,851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,380,301 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,851 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $63,794 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $63,794 | SubtotalAmt |
| Tax Based On Investment Income | $63,794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $89,098 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $89,098 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25,304 | OverpaymentAmt |
| Applied To ES Tax | $25,304 | 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 | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.thehudsonfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer Gillam | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8174314800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2110 | AddressLine1Txt |
| City | Keller | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76244 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| M K Larson | |||||||
| P O Box 2110 | Keller | TX | 76244 | Pres./Director | 40.00 | $247,500 | $82,505 |
| Jesse Larson | |||||||
| P O Box 2110 | Keller | TX | 76244 | VP/Grants Anal | 40.00 | $120,000 | $45,064 |
| Amy Coopman | |||||||
| P O Box 2110 | Keller | TX | 76244 | Director | 1.00 | $0 | |
| Amy Meadows | |||||||
| P O Box 2110 | Keller | TX | 76244 | Secretary/Dir | 1.00 | $0 | |
| Frank Merrick deceased | |||||||
| P O Box 2110 | Keller | TX | 76244 | Chairman/Dir | 1.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Sarah McManic | |||||||
| P O Box 2110 | Keller | TX | 76244 | Design/IT | 40.00 | $70,649 | $33,978 |
| Jennifer Gilliam | |||||||
| P O Box 2110 | Keller | TX | 76244 | Controller | 40.00 | $69,300 | $55,239 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CapFinancial Partners LLC | |||||
| 4208 Six Forks Rd Ste 1700 | Raleigh | NC | 27609 | Asset management | $61,321 |
| Pinnacle Associates Ltd | |||||
| 335 Madison Ave Ste 1100 | New York | NY | 10017 | Asset management | $56,892 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $66,487,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,983,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,583,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,053,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $114,053,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,710,808 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $112,343,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,617,153 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,617,153 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63,794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $63,794 | TotalTaxAmt |
| Distributable Before Adj | $5,553,359 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,553,359 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,553,359 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,331,299 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $6,650 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,337,949 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,553,359 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $269,074 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $269,074 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,337,949 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,337,949 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $215,410 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $215,410 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,664 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $53,664 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $53,664 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 29 Pieces | |||||||
| 6327 Vickery Blvd | Dallas | TX | 75214 | N/A | PC | Funds will provide support for the building of the 29 Pieces art sculptures and/or developing and facilitating training methodolgy for the Artist Making a Kinder World curriculum and professional development. | $45,000 |
| The Actors Conservatory Theatre | |||||||
| 925 Tartan Trail | Highland Village | TX | 75077 | N/A | PC | Funds will provide support for production expenses, including costumes, sets, props, scripts, royalties, director stipends, printing, technical supplies, and upstage lighting. | $45,000 |
| Bachman Lake Together | |||||||
| 9507 Overlake Drive | Dallas | TX | 75220 | N/A | PC | Funds will provide support for general operating to allow for expansion of the parent leadership program and enrichment of the internal organization. | $25,000 |
| Birdville Independent School Distri | |||||||
| 6125 East Belknap | Haltom City | TX | 76117 | N/A | GOV | Funds will provide support for work with secondary campuses, Camp Connect, Strength Explorers Assessment and the Innovation Lab. | $75,000 |
| Bishop Dunne Catholic School | |||||||
| 3900 Rugged Drive | Dallas | TX | 75224 | N/A | PC | Funds will provide support for LitFest on April 9, 2024, and future literacy events. | $20,000 |
| Botanical Research Institute of Tex | |||||||
| 1700 University Drive | Fort Worth | TX | 76107 | N/A | PC | Funds will support the Lightscape installation and the Family Garden. | $75,000 |
| Boys Girls Clubs of Greater Tarrant | |||||||
| 3218 East Belknap | Fort Worth | TX | 76111 | N/A | PC | Funds will provide support for general operations and/or summer services. | $50,000 |
| Cafe Momentum | |||||||
| 1510 Pacific Avenue | Dallas | TX | 75201 | N/A | PC | Funds will support the internship education support program. | $25,000 |
| Candid | |||||||
| P O Box 22799 | New York | NY | 10087 | N/A | PC | Funds support the initiatives of Candid in their support of the philanthropic community. | $2,801 |
| Catch Up Read | |||||||
| 12222 Merit Dr Suite 110 | Dallas | TX | 75251 | N/A | PC | Funds will support advanced teacher training and tutoring in reading for elementary students. | $35,000 |
| CCC Leadership Program Inc | |||||||
| 4114 Cascade Sky Drive | Arlington | TX | 76005 | N/A | PC | Funds to support women's retreat, November 2024, POS/CCC reunion, the table of 8 and book concept, and professional development opportunities. | $100,000 |
| Christ's Haven for Children | |||||||
| 4200 Keller Haslet Road | Keller | TX | 76244 | N/A | PC | Funds will provide support for the Residential Program. | $35,000 |
| City of Roanoke | |||||||
| 308 S Walnut Street | Roanoke | TX | 76262 | N/A | GOV | Funds will provide support for Roanoke Public Library's efforts to transform areas of the facility and a baby-sitting certification course. | $45,000 |
| City Year Inc | |||||||
| 3000 Pegasus Park Drive Ste 730 | Dallas | TX | 75247 | N/A | PC | Funds will provide support for initiatives to partner with educators in Dallas to address the lack of educational opportunities for students. | $45,000 |
| Communities in Schools Gr Tarrant C | |||||||
| 5601 Bridge Street 501 | Fort Worth | TX | 76112 | N/A | PC | Funds support general operating expenses. | $50,000 |
| The Concilio | |||||||
| 650 Fort Worth Ave Ste 250 | Dallas | TX | 75208 | N/A | PC | Funds will provide support for building team capacity and work on the State of the Latino Report. | $50,000 |
| Cristo Rey Fort Worth Catholic HS | |||||||
| 2633 Altamesa Blvd | Fort Worth | TX | 76133 | N/A | PC | Funds will support general operations. | $25,000 |
| Dallas Arboretum and Botanical Soci | |||||||
| 8525 Garland Road | Dallas | TX | 75218 | N/A | PC | Funds will support activities in the Christmas village. | $50,000 |
| Dallas Foundation A TX Nonprofit Co | |||||||
| 3000 Pegasus Park Drive Suite 930 | Dallas | TX | 75247 | N/A | PC | Funds will support AURORA, the sixth biennial exhibition: Future Present Past on November 9, 2024. | $50,000 |
| Dallas Spark | |||||||
| 1409 Botham Jean Blvd Suite 004 | Dallas | TX | 75215 | N/A | PC | Funds will provide support for general operations with the goal to increase on-site attendance numbers. | $75,000 |
| Dallas Theater Center | |||||||
| 2400 Flora St | Dallas | TX | 75201 | N/A | PC | Funds will provide support for the Project Discovery program. | $25,000 |
| First3Years | |||||||
| 15851 Dallas Parkway 106 | Addison | TX | 75001 | N/A | PC | Funds will provide support for professional and parent education programs in the Dallas-Fort Worth Metroplex. | $25,000 |
| Fort Worth Zoological Association I | |||||||
| 1989 Colonial Parkway | Fort Worth | TX | 76100 | N/A | PC | Funds will provide support for Zoo Summer Camp which includes the silent disco experience. | $50,000 |
| Friends of the Keller Library | |||||||
| P O Box 151 | Keller | TX | 76244 | N/A | PC | Funds will support hosting One Book One City, and continued support for the Late Night at the Library series events. | $35,000 |
| GEMS Camp | |||||||
| 1408 N Riverfront Blvd 249 | Dallas | TX | 75207 | N/A | PC | Funds will provide support for general operations, programming, and professional development. | $35,000 |
| Girl Scouts of Northeast Texas | |||||||
| 6001 Summerside Drive Ste 101 | Dallas | TX | 75252 | N/A | PC | Funds will support professional development, the re-imagination work, and increase accessibility for camps and service centers to girls in North Texas. | $50,000 |
| House of Shine Inc | |||||||
| 334 S Barton St | Grapevine | TX | 76051 | N/A | PC | Funds support the table of 8 and/or circle concept that results in meaningful community experiences. | $17,071 |
| House of Shine Inc | |||||||
| 334 S Barton St | Grapevine | TX | 76051 | N/A | PC | Funds will provide support for season ten of Rise and Shine, the student entrepreneurship experience, update to shine benches, and creative innovations. | $125,000 |
| Institute for Creation Research | |||||||
| 1806 Royal Lane | Dallas | TX | 75229 | N/A | PC | Funds will provide support for field trips for youth to ICR Discovery Center and other events. | $25,000 |
| Johnson County Community College Fn | |||||||
| 12345 College Blvd MTC 221 | Overland Park | KS | 66210 | N/A | PC | Funds will support the Midwest Trust Center, performing arts series, the Nerman Museum programming, and KidsJam Fest. | $50,000 |
| Leadership Women Inc | |||||||
| 10455 N Central Expwy 109-231 | Dallas | TX | 75231 | N/A | PC | Funds will provide support for Leadership Women programs, and leadership development within the internal team. | $50,000 |
| The Learning Center of N Texas-Link | |||||||
| 101 Summit Ave Suite 612 | Fort Worth | TX | 76102 | N/A | PC | Funds will support professional development, evaluation programming and contributing to the Sliding Scale iniative. | $50,000 |
| Lumin Education | |||||||
| 924 Wayne Street | Dallas | TX | 75223 | N/A | PC | Funds will provide support for the pregnancy to three year-old programs at Bachman Lake, professional development, and new leadership at Lumin Education. | $75,000 |
| Marriage Today dba XO Marriage | |||||||
| 1021 Grace Lane | Southlake | TX | 76092 | N/A | PC | Funds will support the 2025 XO Marriage Conference and Next Generation Initiatives. | $100,000 |
| Momentous Institute | |||||||
| 106 E Tenth Street | Dallas | TX | 75203 | N/A | SO I | Funds will provide support for the Changing the Odds Conference on October 4, 2024. | $35,000 |
| Montessori Training Res Ctr Dallas | |||||||
| 4006 Belt Line Rd Ste 100 | Addison | TX | 75001 | N/A | PC | Funds will be used to support continuing education. | $25,000 |
| Museum of the Bible | |||||||
| 7507 SW 44th Street | Oklahoma City | OK | 73179 | N/A | PC | Funds will support general operating expenses. | $75,000 |
| North Texas Performing Arts | |||||||
| 6121 W Park Blvd B216 | Plano | TX | 75093 | N/A | PC | Funds will support youth productions, expansion of video and film, Starcatchers Troupe, and "Improv" Troupe. | $75,000 |
| North Texas Public Broadcasting Inc | |||||||
| P O Box 650823 | Dallas | TX | 75265 | N/A | PC | Funds will support the spring and fall Kids Fest events. | $45,000 |
| Out Loud Dallas | |||||||
| 3137 Irving Blvd Suite 313 | Dallas | TX | 75247 | N/A | PC | Funds will support Outloud Voices programming and Illuminated Voices. | $100,000 |
| Pastors 411 Foundation | |||||||
| P O Box 19510 | Lenexa | KS | 66285 | N/A | PC | Funds will support summer and fall programming in the Kansas City, Kansas area, and leadership development. | $40,000 |
| Perot Museum of Nature and Science | |||||||
| 2201 North Field Street | Dallas | TX | 75201 | N/A | PC | Funds will provide support towards the Toshiko Horiuchi Indoor climbing structure in Moody Family Children's Museum. | $275,000 |
| Philanthropy Roundtable | |||||||
| 1120 20th Street NW Suite 550 S | Washington | DC | 20036 | N/A | PC | Funds support the initiatives of Philanthropy Roundtable. | $5,128 |
| The Rabbit Hole KC | |||||||
| 919 E 14th Ave | North Kansas City | MO | 64116 | N/A | PC | Funds will provide support for continued build-out and operations. | $275,000 |
| Readers 2 Leaders | |||||||
| P O Box 195076 | Dallas | TX | 75219 | N/A | PC | Funds will provide support for the essential early literacy initiatives, specifically the out-of-school time programs during after school and summer camp | $25,000 |
| Reading Partners | |||||||
| 7950 Elmbrook Dr | Dallas | TX | 75247 | N/A | PC | Funds will support programs, technology, and operational costs for supporting students. | $25,000 |
| Stand Ministries | |||||||
| 1540 Keller Parkway Suite 108 241 | Keller | TX | 76248 | N/A | PC | Funds will support the sublease for a new location and expenditures as it relates to the new space. | $100,000 |
| Stand Ministries | |||||||
| 1540 Keller Parkway Suite 108 241 | Keller | TX | 76248 | N/A | PC | Funds will provide support for general operations, earnest money and expenditures as it relates to the new space. | $125,000 |
| Stepping Stones Foundation | |||||||
| 131 Taylor Street | Keller | TX | 76248 | N/A | PC | Funds will support Project Perseverance, educational needs of young people, and the mentoring program. | $25,000 |
| SustainED Leaders | |||||||
| 10533 Verna Trail W | Fort Worth | TX | 76108 | N/A | PC | Funds will support district partnerships and to expand the team. | $100,000 |
| Teach for America Inc | |||||||
| 3000 Pegasus Park Drive Suite 1045 | Dallas | TX | 75247 | N/A | PC | Funds will support general operating expenses. | $25,000 |
| Texas Ballet Theater Inc | |||||||
| P O Box 123290 | Fort Worth | TX | 76121 | N/A | PC | Funds will support the 2024-2025 Texas Ballet Theater season at large. | $50,000 |
| United Way of Metropolitan Dallas | |||||||
| 1800 North Lamar St | Dallas | TX | 75202 | N/A | PC | Funds will provide support for Once Upon a Month in the Dallas community. | $20,000 |
| Uplift Education | |||||||
| 3000 Pegasus Park Dr Suite 1100 | Dallas | TX | 75247 | N/A | PC | Funds will support the Voyager 1 program and experimentation in character education. | $50,000 |
| Vickery Meadow Youth Development Fn | |||||||
| 7110 Holly Hill Drive | Dallas | TX | 75231 | N/A | PC | Funds will support general operating expenses. | $35,000 |
| Young Life Northeast Texas Region | |||||||
| 11300 N Central Expwy Suite 600 | Dallas | TX | 75243 | N/A | PC | Funds will help support LoneHollow Ranch Free Time Activities and WyldLife Event upgrades. | $210,000 |
| Young Life Northeast Texas Region | |||||||
| 11300 N Central Expwy Suite 600 | Dallas | TX | 75243 | N/A | PC | Funds will provide support for program expenses. | $100,000 |
| American Indian Youth Running Stron | |||||||
| 500 N Street 24 | Sacramento | CA | 95814 | N/A | PC | Funds will provide support for the water program on Pine Ridge and the Yuchi Language Project in Sapulpa, OK. | $25,000 |
| Association of Missouri Mediators | |||||||
| 2480 Martin Road | Smithville | MO | 64089 | N/A | PC | Funds will help support education and the promotion of mediation across the state of Missouri. | $10,000 |
| AWL Foundation | |||||||
| 210 SW Market Street Suite 206 | Lee Summit | MO | 64063 | N/A | PC | Funds will help support the AWL Foundation Fund helping to cover cost of educational and professional opportunities. | $10,000 |
| The Commit Partnership | |||||||
| 3000 Pegasus Park Dr Suite 900 | Dallas | TX | 75247 | N/A | PC | Funds will support Commit Partnership to work on metrics over a five year time horizon 2023-2028 that will improve the path to economic mobility for children in Dallas County. | $50,000 |
| Communities Foundation of Texas | |||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | N/A | PC | Funds will support the Law Enforcement Training Center Fund at UNT Dallas for the development and construction of a law enforcement training facility on the campus of the University of North Texas at Dallas. | $25,000 |
| Dallas Zoological Society | |||||||
| 506 S Marsalis Ave | Dallas | TX | 75203 | N/A | PC | Funds will support general operating expenses. | $15,000 |
| Destined for Victory Ministries Bay | |||||||
| P O Box 1767 | Fremont | CA | 94538 | N/A | PC | Funding will support Destined for Victory to reach more people through radio, TV, and internet platforms and operating expenses. | $25,000 |
| Doug Miller Don Sanders Scholarship | |||||||
| 5202 Indigo Street | Houston | TX | 77096 | N/A | PC | Funds will support scholarships for low income students who will be the first in their families to attend college. | $15,000 |
| First Assembly of God Church-Ark Ci | |||||||
| 3125 North Summit St | Arkansas City | KS | 67005 | N/A | PC | Funds will support the annual women's conference, youth camps, trips and reaching the community. | $50,000 |
| Heartland Center for Jobs and Freed | |||||||
| 4120A Baltimore Ave | Kansas City | MO | 64111 | N/A | PC | Funds will support free legal representation and education to low-wage workers and tenants through the programs offered by Heartland Center for Jobs and Freedom. | $20,000 |
| Homeless Alliance | |||||||
| 1724 NW 4th Street | Oklahoma City | OK | 73106 | N/A | PC | Funds will support the ongoing operations of the Day Shelter. | $50,000 |
| Housing Forward | |||||||
| 3000 Pegasus Park Dr Suite 1020 | Dallas | TX | 75247 | N/A | PC | Funds will support the Street To Home Initiative. | $30,000 |
| Kansas City Metropolitan Bar Founda | |||||||
| 2300 Main St Ste 100 | Kansas City | MO | 64108 | N/A | PC | Funds will help KCMBF continue to grow and expand its reach and impact in the community as well as expanding its Legal Connection programs. | $30,000 |
| Kansas University Endowment Associa | |||||||
| 11300 Corporate Ave Suite 240 | Lenexa | KS | 66219 | N/A | PC | Funds will support a new global destination cancer center and help strengthen the care offered to cancer patients. | $25,000 |
| Kansas University Endowment Associa | |||||||
| 11300 Corporate Ave Suite 240 | Lenexa | KS | 66219 | N/A | PC | Funds will help hire and support a Graduate Assistant as part of the student experience team. | $25,000 |
| Meadows Mental Health Policy Instit | |||||||
| 3003 Swiss Avenue | Dallas | TX | 75204 | N/A | PC | Funds will support leadership of Meadows Mental Health Policy Institute of Texas to improve access to high-quality mental health care. | $10,000 |
| Milestone Church | |||||||
| 201 Mt Gilead Road | Keller | TX | 76248 | N/A | PC | Funding will support the Elevate Student Ministry High School Camp at LoneHollow Ranch, Milestone College, and Next Gen Summer Leadership. | $75,000 |
| Momentous Institute | |||||||
| 106 E Tenth Street | Dallas | TX | 75203 | N/A | SOI | Funds will support work in social emotional health through Momentous Institute's Therapeutic Services and programming. | $10,000 |
| National Institute for Workers' Rig | |||||||
| 1800 Sutter Street Suite 210 | Concord | CA | 94520 | N/A | PC | Funds will support the Institute's ongoing programs, which are designed to help achieve equal employment opportunity for all. | $15,000 |
| Oklahoma Hall of Fame | |||||||
| 1400 Classen Drive | Oklahoma | OK | 73106 | N/A | PC | Funds will support general operations. | $125,000 |
| The Rensselaerville Institute | |||||||
| P O Box 187 | Lynbrook | NY | 11563 | N/A | PC | Funds will support Leadership Strategic Planning for increasing R.I.'s program targets: Turnaround schools, Turnaround principals and partneship organizations. | $25,000 |
| Southern Gateway Public Green Found | |||||||
| 633 W Davis St 227 | Dallas | TX | 75208 | N/A | PC | Funds will support the construction of Phase 1 of Southern Gateway Park. | $25,000 |
| SustainED Leaders | |||||||
| 10533 Verna Trail W | Fort Worth | TX | 76108 | N/A | PC | Funds will support the 50/50 partnership with Dallas ISD for the 2024-2025 school year. | $50,000 |
| TACA Inc | |||||||
| 1722 Routh Street Suite 800 | Dallas | TX | 75201 | N/A | PC | Funds will support TACA's mission, programming, and operations. | $25,000 |
| Ursaline Academy of Dallas Inc | |||||||
| 4900 Walnut Hill Lane | Dallas | TX | 75229 | N/A | PC | Funds will contribute to the Ursaline Fund. | $10,000 |
| Vickery Meadow Youth Development Fn | |||||||
| 7110 Holly Hill Drive | Dallas | TX | 75231 | N/A | PC | Funds will support the implementation of the EAGLE Scholars college readiness program. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,300,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,244 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,453,706 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $941,920 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,380,301 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,905,171 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,905,171 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation & consulting | CategoryTxt |
| Amt | $5,950 | Amt |
| Net Investment Income | $2,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,975 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Downtown Dallas Parks Conservancy | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 Main Street Suite 609 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-10-02 | GrantDt |
| Grant | $32,500 | GrantAmt |
| Purpose Of Grant | Downtown Dallas Parks Operations and Maintenance Strategy | PurposeOfGrantTxt |
| Expended By Grantee | $6,175 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | No | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 5/5/25 | DatesOfReportsByGranteeTxt |
| Results Of Verification | The Foundation reviewed the grant report submitted by the grantee but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Publicly traded corporate bonds | BondNm |
| EOY Book Value | $15,454,030 | EOYBookValueAmt |
| EOYFMV | $14,429,900 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly traded corporate stocks | StockNm |
| EOY Book Value | $5,723,818 | EOYBookValueAmt |
| EOYFMV | $10,806,175 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $428,373 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $428,159 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $6,400 | $903 | $5,497 | |
| Land | $24,939,103 | $24,939,103 | $43,583,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Publicly traded mutual funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $25,460,808 | BookValueAmt |
| EOYFMV | $41,508,886 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $43,676 | $43,676 | ||
| Furniture and Fixtures | $166,030 | $159,802 | $6,228 | $6,228 |
| Machinery and Equipment | $72,170 | $69,597 | $2,573 | $2,573 |
| Buildings | $1,971,253 | $1,163,365 | $807,888 | $807,888 |
| Land | $38,028 | $38,028 | $38,028 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Auto expenses | $1,982 | $99 | $1,883 |
| Bank charges | $355 | $355 | |
| Board acknowledgement | $2,114 | $106 | $2,008 |
| Computer and internet expenses | $4,800 | $240 | $4,560 |
| Contract landscaping and other | $17,812 | $2,546 | $15,266 |
| Insurance | $24,796 | $1,240 | $23,556 |
| Investment land expenses | $11,249 | $11,249 | |
| Meetings/convenings | $10,822 | $271 | $10,281 |
| Memberships and fees | $3,339 | $167 | $3,172 |
| Miscellaneous | $795 | $40 | $755 |
| Office supplies | $9,395 | $470 | $8,925 |
| Postage and delivery | $995 | $50 | $945 |
| Printing and copying | $1,422 | $71 | $1,351 |
| Publications and subscriptions | $1,078 | $54 | $1,024 |
| Rental Expenses | $58,080 | $58,080 | |
| Repairs | $15,069 | $753 | $14,316 |
| Royal Holdings | $51 | $51 | |
| Telephone | $4,460 | $223 | $4,237 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CapFinancial Partners LLC | $61,321 | $61,321 | $0 | $0 |
| Empower Trust Company | $3,530 | $177 | $0 | $3,354 |
| Insperity human resources admin. | $19,841 | $487 | $0 | $19,354 |
| Schwab Crossroads Investment Mgmt | $5,002 | $5,002 | $0 | $0 |
| UMB Crossroads investment mgmt | $36,839 | $36,839 | $0 | $0 |
| UMB Custodian fees | $30,543 | $30,543 | $0 | $0 |
| UMB Pinnacle investment mgmt | $56,892 | $56,892 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise taxes paid | $70,000 | ||
| Property taxes 635 Randoll Mill Rd | $61,214 | $61,214 | |
| Property taxes 675 Randoll Mill Rd | $30,607 | $1,530 | $29,077 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Royal LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2110 | AddressLine1Txt |
| City | Keller | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320404588 | EIN |
| Desc | Distribution of capital | Desc |
| Amt | $1,000,139 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,139 | TotalAmt |
Comments