DORSET FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DORSET FOUNDATION INC (EIN 75-6013384)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2016-01-28
- IRS object ID
- 201630289349100603
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-28T14:05:06-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751964770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAMI LINDSEY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N CROCKETT STREET SUITE 100 | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756013384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORSET FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORS | BusinessNameControlTxt |
| Phone | 9038922887 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 N CAP OF TX HWY | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE Q PIPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9038922887 | PhoneNum |
| Signature | 2016-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAROLD P CHIP ADAMI JR | PreparerPersonNm |
| PTIN | P01285116 | PTIN |
| Phone | 9038922727 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,688,766 | 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 | $7,643 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,643 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $141,117 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $141,117 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $130,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $279,640 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $130,302 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $45,978 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $45,978 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $325,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $325,040 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,456 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,456 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,456 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,416 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,416 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,416 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,741 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,741 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,741 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,188 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,188 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $189,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $189,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,188 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,188 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $240,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,155 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $20,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $20,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $20,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,581,485 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,643,611 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,643,611 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,603,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,688,766 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,688,766 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,603,914 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,688,766 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,603,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,688,766 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,603,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,688,766 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,603,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,852 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,688,766 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,688,766 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO BEAM INC | P | 2003-06-30 | 2014-05-01 | $108,550 | $50,664 | $57,886 | $57,886 |
| WELLS FARGO BEAM INC | P | 2003-06-30 | 2014-05-01 | $88,594 | $41,342 | $47,252 | $47,252 |
| WELLS FARGO BEAM INC | P | 2005-03-01 | 2014-05-01 | $79,325 | $57,332 | $21,993 | $21,993 |
| WELLS FARGO CAP GAINS | P | $107 | $107 | $107 | |||
| WELLS FARGO NONDIV DISTRIB | P | $3,064 | $3,064 | $3,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $130,302 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,477 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,477 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,477 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $65 | EsPenaltyAmt |
| Tax Due | $5,542 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANE Q PIPER | IndividualWithBooksNm |
| Phone | 5123285626 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 N CAP OF TX HWY | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARTHA Q SANDERSON | ||||||||
| 2309 TURTLE CREEK | SHERMAN | TX | 75092 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JANE Q PIPER | ||||||||
| 4816 FAST FOX TR | AUSTIN | TX | 78746 | VICE PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| KAY ELLEN KIRBY | ||||||||
| 1209 WESTERN HILLS DR | SHERMAN | TX | 75092 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JUDGE JIM FALLON | ||||||||
| 1204 S CROCKETT | SHERMAN | TX | 75090 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THIS FOUNDATION DOES NOT PROVIDE FUNDS FOR ANY DIRECT CHARITABLE ACTIVITY, BUT RATHER CONTRIBUTES TO EXEMPT CHARITABLE ORGANIZATIONS FOR THEIR USE IN FURTHERANCE OF THEIR EXEMPT PURPOSES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,339,099 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,792 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,362,891 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,362,891 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,443 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,282,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $264,122 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $264,122 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,477 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,477 | TotalTaxAmt |
| Distributable Before Adj | $258,645 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $258,645 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $258,645 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $240,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $240,188 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $240,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $258,645 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $183,902 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $240,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $183,902 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $202,359 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE QUENTAN PIPER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4816 FAST FOX TR | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5123285626 | RecipientPhoneNum |
| Form And Info And Materials | LETTERS DESCRIBING THE ORGANIZATION AND NATURE OF THE REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN COLLEGE | |||||||
| 900 N GRAND | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| BEHAVIOR CONCEPTS | |||||||
| 115 S TRAVIS ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| BOYS AND GIRLS CLUB | |||||||
| P O BOX 452 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONSTO ASSIST IN OPERATIONS | $12,000 |
| CASA OF GRAYSON COUNTY INC | |||||||
| 100 N TRAVIS | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| CHILD AND FAMILY GUIDANCE CENTER | |||||||
| 8915 HARRY HINES BLVD | DALLAS | TX | 75235 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| CHILDRENS ADVOCACY CENTER | |||||||
| P O BOX 1277 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| CRISIS CENTER | |||||||
| P O BOX 2112 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $15,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 401 N ELM | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $1,500 |
| FOUR RIVERS OUTREACH | |||||||
| 210 S RUSK ST | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $12,000 |
| GRAND CENTRAL STATION | |||||||
| P O BOX 3173 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| GRAYSON COUNTY COLLEGE SCHOLARSHIP FUND | |||||||
| 6101 GRAYSON DR | DENISON | TX | 75020 | NONE | PUBLIC | TO FUND FUTURE SCHOLARSHIPS | $10,000 |
| GRAYSON COUNTY SHELTER | |||||||
| P O BOX 1805 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| HOME HOSPICE | |||||||
| 505 W CENTER ST | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| MASTERKEY MINISTRIES | |||||||
| 209 S 1417 | SHERMAN | TX | 75092 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| NORTH TEXAS YOUTH CONNECTION | |||||||
| P O BOX 1625 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| PAYNE CHAPEL AME | |||||||
| P O BOX 2731 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| REHABILITATION CENTER | |||||||
| P O BOX 453 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| SHERMAN EDUCATION FUND | |||||||
| 120 W KING | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| SHERMAN MUSEUM | |||||||
| 301 S WALNUT | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| ST MARY'S CATHOLIC CHURCH | |||||||
| 727 S CROCKETT | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $1,500 |
| ST STEPHEN'S EPISCOPAL CHURCH | |||||||
| 401 S CROCKETT | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $1,500 |
| TEXAS CASA | |||||||
| 1501 W ANDERSON LN | AUSTIN | TX | 78746 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| WARM FUZZIES | |||||||
| 1707 TEXOMA PKWY | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $500 |
| YOUR HEALTH CENTER | |||||||
| P O BOX 1805 | SHERMAN | TX | 75091 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $10,000 |
| WOMEN ROCK | |||||||
| 207 N TRAVIS | SHERMAN | TX | 75090 | NONE | PUBLIC | TO ASSIST IN OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $189,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,643 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $141,117 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45,978 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $130,302 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $325,040 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $325,040 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE INCOME CONTRIBUTED IMPORTANTLY TO THE ACCOMPLISHMENT OF THE |
| 4 | EXEMPT PURPOSE BY MAINTAINING THE CORPUS OF THE FOUNDATION TO |
| 7 | FURTHER CHARITABLE GIVING BY THE FOUNDATION TO EXEMPT ORGANIZATIONS |
| 8 | IN NEED. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,575 | Amt |
| Net Investment Income | $2,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $2,643,611 | EOYBookValueAmt |
| EOYFMV | $2,643,611 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT SERVICES | $8,912 | $8,912 | $8,912 |
| OFFICE SUPPLIES | $5,829 | $5,829 | $5,829 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AKG OPER | $139 | $139 | $139 |
| JETTA OPER | $37,417 | $37,417 | $37,417 |
| MILAGRO EXPL | $76 | $76 | $76 |
| NOBLE ENERGY | $99 | $99 | $99 |
| OXY USA | $6,279 | $6,279 | $6,279 |
| PLAINS MKTG | $422 | $422 | $422 |
| ROBERTS HAMMACK | $35 | $35 | $35 |
| SILVER CREEK | $1,461 | $1,461 | $1,461 |
| TROY JACO | $50 | $50 | $50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $29,456 | Amt |
| Net Investment Income | $29,456 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,456 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,116 | $1,116 | $1,116 |
| ROYALTY TAXES | $2,092 | $2,092 | $2,092 |
| AD VALOREM TAXES | $1,208 | $1,208 | $1,208 |
Comments