TED AND SHANNON SKOKOS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TED AND SHANNON SKOKOS FOUNDATION (EIN 26-2190216)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201631339349102108
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T13:13:02-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201776739 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMS COX PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 CANTRELL ROAD SUITE 301 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72212 | 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 | 262190216 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TED AND SHANNON SKOKOS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEDA | BusinessNameControlTxt |
| Phone | 2145997979 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 670219 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 753670219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TED SKOKOS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2145997979 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY ELLEN IRONS | PreparerPersonNm |
| PTIN | P00626271 | PTIN |
| Phone | 5012275800 | PhoneNum |
| Preparation | 2016-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,100,261 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $355,930 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $355,930 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $198,054 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $198,054 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $68,530 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$71,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,813,908 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $135,890 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $135,890 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $619,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $689,874 | 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 |
| Legal Fees Rev And Expnss | $25,753 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $25,753 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,231 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,616 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,615 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,389 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,389 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $87,997 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $74,997 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $96,979 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $96,979 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35,838 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,838 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $311,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $291,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,615 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $571,187 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $291,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $266,615 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $398,302 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,757 | CashBOYAmt |
| Cash EOY | $92,375 | CashEOYAmt |
| Cash EOYFMV | $92,375 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $423,992 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,075,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,075,358 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $4,385,252 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,236,195 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,167,865 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $3,798,887 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $6,593,879 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,535,269 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,764,663 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,211,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,939,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,100,261 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $83,190 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,570 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $83,190 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,570 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,128,577 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,933,627 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,128,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,933,627 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,211,767 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,939,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,128,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,361 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,176,938 | SubtotalAmt |
| Other Decreases | $243,311 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,933,627 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $887,544 | $804,182 | $83,362 | $83,362 | |
| PUBLICLY TRADED SECURITIES | P | $2,453,759 | $2,556,698 | -$102,939 | -$102,939 | |
| PUBLICLY TRADED SECURITIES | P | $6,430,379 | $6,549,324 | -$118,945 | -$118,945 | |
| PUBLICLY TRADED SECURITIES | P | $1,374,089 | $1,374,301 | -$212 | -$212 | |
| PUBLICLY TRADED SECURITIES | P | $2,514,697 | $2,503,783 | $10,914 | $10,914 | |
| PUBLICLY TRADED SECURITIES | P | $153,440 | $10,897 | $142,543 | $142,543 | |
| P | $4,595,668 | $4,009,510 | $984,070 | $984,070 | $397,912 | |
| P | $243,596 | $210,621 | $52,161 | $52,161 | $19,186 | |
| P | $156,837 | $130,084 | $33,584 | $33,584 | $6,831 | |
| P | $3,899 | $3,227 | $835 | $835 | $163 | |
| P | $208,932 | -$156,699 | -$156,699 | $52,233 | ||
| INVESTMENT IN VHS | P | $1,000,000 | -$1,000,000 | -$1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$71,326 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $178,779 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,164,381 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.013581 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $163,360 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,718,843 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.012844 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,214,806 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,963,772 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086997 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,880,821 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,202,195 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109336 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,691,847 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,808,849 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095000 | DistributionYr5Rt |
| Total Distribution | 0.317758 | TotalDistributionRt |
| Average Distribution | 0.063552 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,431,316 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $853,587 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,983 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $857,570 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $266,615 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,966 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,966 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,966 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $5,015 | OverpaymentAmt |
| Applied To ES Tax | $5,015 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | WWW.SKOKOSFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | MARY ELLEN IRONS JPMS COX PLLC | IndividualWithBooksNm |
| Phone | 5019757160 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 CANTRELL ROAD SUITE 301 | AddressLine1Txt |
| City | LITTLE ROCK | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72212 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| THEODORE C SKOKOS | ||||||||
| PO BOX 191889 | DALLAS | TX | 75219 | DIRECTOR/PRESIDENT | 5.00 | $0 | $0 | $0 |
| SHANNON B SKOKOS | ||||||||
| PO BOX 191889 | DALLAS | TX | 75219 | DIRECTOR/TREASURER | 5.00 | $0 | $0 | $0 |
| MARY ELLEN IRONS | ||||||||
| 33 DEAUVILLE CIRCLE | LITTLE ROCK | AR | 72223 | DIRECTOR/SECRETARY | 1.00 | $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 |
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 | $13,015,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $619,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,635,854 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,635,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,431,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $671,566 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $671,566 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,966 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,966 | TotalTaxAmt |
| Distributable Before Adj | $663,600 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $663,600 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $663,600 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $266,615 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $266,615 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $266,615 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $663,600 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $585,072 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,027,245 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $524,115 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $2,136,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $266,615 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $266,615 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $396,985 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $396,985 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,739,447 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $188,087 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,551,360 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,027,245 | ExcessFromYear4Amt |
| Excess From Year3 | $524,115 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THEODORE C SKOKOS | ContributingManagerNm |
| Contributing Manager | SHANNON B SKOKOS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE TED AND SHANNON SKOKOS FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 191889 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5019757160 | RecipientPhoneNum |
| Form And Info And Materials | ALL GRANT REQUESTS MUST BE IN WRITING AND SUBMITTED TO THE FOUNDATION'S ADDRESS OF RECORD. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DALLAS OPERA | |||||||
| 2403 FLORA STREET SUITE 500 | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| DALLAS THEATRE CENTER | |||||||
| 2400 FLORA STREET | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | GENERAL FUND | $75,000 |
| DALLAS CENTER FOR PERFORMING ARTS FOUNDATION | |||||||
| 2100 ROSS AVENUE SUITE 650 | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| MISS ARKANSAS FOUNDATION | |||||||
| 659 OUACHITA AVENUE | HOT SPRINGS | AR | 71901 | NONE | PUBLIC CHARITY | SCHOLARSHIP FUND | $10,000 |
| DENISON FORUM ON TRUTH & CULTURE | |||||||
| 17304 PRESTON RD SUITE 1060 | DALLAS | TX | 75252 | NONE | PUBLIC CHARITY | GENERAL FUND | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,930 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $68,530 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $135,890 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$71,326 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $489,024 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $489,024 | TotalIncomeProducingActyAmt |
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 EXPENSES | CategoryTxt |
| Amt | $13,231 | Amt |
| Net Investment Income | $6,616 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,615 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | LEASING COMMISSIONS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2013-09-01 | AcquiredCompletedOrExpendedDt |
| Amortized | $208,932 | AmortizedAmt |
| Deduction For Prior Years | $33,429 | DeductionForPriorYearsAmt |
| Amortization Period | 100.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $18,804 | CurrentYearAmortizationAmt |
| Net Investment Income | $18,804 | NetInvestmentIncomeAmt |
| Total Amortization | $52,233 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| MARYLAND WAREHOUSE | 2011-11-01 | $3,800,460 | $308,585 | SL | 39.000000000000 | $89,327 | $89,327 |
| MARYLAND WAREHOUSE IMPROVEMENTS | 2012-03-15 | $199,540 | $14,496 | SL | 39.000000000000 | $4,690 | $4,690 |
| HVAC | 2013-10-10 | $122,950 | $3,941 | SL | 39.000000000000 | $2,890 | $2,890 |
| HVAC | 2013-11-15 | $3,050 | $91 | SL | 39.000000000000 | $72 | $72 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS CORPORATE FIXED INCOME | BondNm |
| EOY Book Value | $3,236,195 | EOYBookValueAmt |
| EOYFMV | $3,167,865 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS | AT COST | $8,440,134 | $8,269,528 |
| INVEST IN TERRACINA INV., LLC | AT COST | $495,135 | $495,135 |
| LEASING COMMISSIONS NET OF AMORTIZATION | AT COST | $0 | $0 |
| INVEST IN VASC. HEALTH SCI.LLC | AT COST | $600,000 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $25,753 | LegalFeesAmt |
| Net Investment Income | $25,753 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS | Desc |
| Amt | $243,311 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LOSS ON PASSTHROUGH - TERRACINA | $3,223 | $3,223 | $0 |
| BANK FEES | $70 | $70 | $0 |
| INSURANCE | $217 | $217 | $0 |
| REPAIRS & MAINTENANCE | $10,344 | $10,344 | $0 |
| SECURITY | $3,180 | $3,180 | $0 |
| AMORTIZATION | $18,804 | $18,804 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GOLDMAN SACHS STCG DISTRIBUTIONS | $98,306 | $98,306 | $98,306 |
| GOLDMAN SACHS LTCG DISTRIBUTIONS | $37,583 | $37,583 | $37,583 |
| GOLDMAN SACHS MISC INCOME | $1 | $1 | $1 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| TENANT SECURITY DEPOSIT | $39,273 | $0 |
| TENANT ESCROW DEPOSIT | $43,917 | $0 |
| DUE TO TED C. SKOKOS | $0 | $5,570 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $51,389 | Amt |
| Net Investment Income | $51,389 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $13,000 | $0 | $0 |
| PROPERTY TAXES | $74,997 | $74,997 | $0 |
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