THE@SARAH AND ROSS PEROT JR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE@SARAH AND ROSS PEROT JR FOUNDATION (EIN 43-1964344)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202513099349100241
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T10:30:52-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800168836 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Petrus Trust Company LTA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 | 431964344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sarah and Ross Perot Jr Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 9725351900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J Y Robb III | PersonNm |
| Person Title | Asst. Secretary | PersonTitleTxt |
| Phone | 9725351900 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren A Berryman | PreparerPersonNm |
| PTIN | P01534750 | PTIN |
| Phone | 9725351900 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| 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 | $15,639,263 | 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 | $268,420 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,323 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,323 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $757,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $757,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,784 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $55,784 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,581 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,557 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,116,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $825,587 | 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 |
| Taxes Rev And Expnss | $17,199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $199 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $177,687 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,824 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $194,886 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,748,357 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,748,357 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,943,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,748,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,827,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $806,564 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $117,506 | CashBOYAmt |
| Cash EOY | $186,401 | CashEOYAmt |
| Cash EOYFMV | $186,401 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $6,000 | AcctRcvblBOYAmt |
| Other Investments BOY | $14,837,552 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,947,445 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,452,862 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,961,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,133,846 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,639,263 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $14,961,058 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,133,846 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,961,058 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,133,846 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,961,058 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,133,846 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,961,058 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,827,212 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,133,846 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,133,846 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PVNT K1 STCG | P | 2024-01-01 | 2024-12-31 | $5,033 | $5,033 |
| PVNT K1 LTCG | P | 2024-01-01 | 2024-12-31 | $43,274 | $43,274 |
| PEPI K1 STCG | P | 2024-01-01 | 2024-12-31 | $805 | $805 |
| PEPI K1 LTCG | P | 2024-01-01 | 2024-12-31 | $7,220 | $7,220 |
| PHC K1 STCG | P | 2024-01-01 | 2024-12-31 | -$11 | -$11 |
| PHC K1 LTCG | P | 2024-01-01 | 2024-12-31 | -$3 | -$3 |
| PSTF K1 STCG | P | 2024-01-01 | 2024-12-31 | -$431 | -$431 |
| PSTF K1 LTCG | P | 2024-01-01 | 2024-12-31 | -$103 | -$103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,784 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,211 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,211 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,707 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,707 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $130 | EsPenaltyAmt |
| Overpayment | $3,366 | OverpaymentAmt |
| Applied To ES Tax | $3,366 | 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 | 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 | JY Robb III | IndividualWithBooksNm |
| Phone | 9725351930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Turtle Creek Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| Henry Ross Perot Jr | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee, Vice President/Tr | 0.00 | $0 | $0 | $0 |
| Sarah F Perot | ||||||||
| 2929 Carlisle Street Suite 370 | Dallas | TX | 75204 | Trustee, President/Sec. | 20.00 | $0 | $0 | $0 |
| Darcy Glen Anderson | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee | 0.00 | $0 | $0 | $0 |
| J Y Robb III | ||||||||
| 3000 Turtle Creek Blvd | Dallas | TX | 75219 | Trustee, Asst. Secretary | 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 | The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities. | 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 | $16,786,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $142,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,928,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,928,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $253,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,674,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $833,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $833,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,211 | TotalTaxAmt |
| Distributable Before Adj | $822,536 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $822,536 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $822,536 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,748,357 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,748,357 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $822,536 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,210,553 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $883,927 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $9,013,333 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,113,058 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,220,871 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,748,357 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $822,536 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,925,821 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,146,692 | 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 | $4,210,553 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,936,139 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $883,927 | ExcessFromYear4Amt |
| Excess From Year2 | $9,013,333 | ExcessFromYear2Amt |
| Excess From Year1 | $23,113,058 | ExcessFromYear1Amt |
| Excess From Current Year | $4,925,821 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Henry Ross Perot Jr | ContributingManagerNm |
| Contributing Manager | Sarah F Perot | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kristen Garcia | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Carlisle Street Suite 370 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2145282225 | RecipientPhoneNum |
| Form And Info And Materials | Please contact the named person above for details | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Please contact the named person above for details | SubmissionDeadlinesTxt |
| Restrictions On Awards | Please contact the named person above for details | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 457 FS Booster Club | |||||||
| 1790 Military Parkway | Fort Worth | TX | 76114 | NONE | Public Charity | Humanitarian | $5,457 |
| Bara Church | |||||||
| 301 Trophy Lake Dr Unit 136 | Trophy Club | TX | 76262 | NONE | Public Charity | Religious Support | $20,000 |
| Beacon Hill Preparatory Institute | |||||||
| 1402 Corinth St Ste 257 | Dallas | TX | 75215 | NONE | Public Charity | Educational Support | $1,000 |
| Blair House Foundation | |||||||
| PO Box 27208 | Washington DC | DC | 20038 | NONE | Public Charity | Humanitarian | $1,250,000 |
| Communities Foundation of Texas | |||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | NONE | Public Charity | Humanitarian | $10,000 |
| Denison Ministries | |||||||
| 17304 Preston Road Ste 1060 | Dallas | TX | 75252 | NONE | Public Charity | Religious Support | $100,000 |
| Fellowship of Fathers Foundation | |||||||
| 6107 Park Lane | Dallas | TX | 75225 | NONE | Public Charity | Humanitarian | $50,000 |
| Foster's Outriders Foundation | |||||||
| PO Box 9790 | Jackson | WY | 83002 | NONE | Public Charity | Humanitarian | $15,000 |
| Free to Choose Network | |||||||
| 2002 Filmore Ave | Erie | PA | 16506 | NONE | Public Charity | Support of the Arts | $25,000 |
| George W Bush Presidential Center | |||||||
| 2943 SMU Blvd | Dallas | TX | 75205 | NONE | Public Charity | Humanitarian | $84,000 |
| Highland Park Presbyterian Church | |||||||
| 3821 University Blvd | Dallas | TX | 752071710 | NONE | Public Charity | Religious Support | $12,500 |
| Highland Park Presbyterian Church | |||||||
| 3821 University Blvd | Dallas | TX | 752071710 | NONE | Public Charity | Religious Support | $12,500 |
| Highland Park Presbyterian Church | |||||||
| 3821 University Blvd | Dallas | TX | 752071710 | NONE | Public Charity | Religious Support | $1,000 |
| Highland Park Presbyterian Church | |||||||
| 3821 University Blvd | Dallas | TX | 752071710 | NONE | Public Charity | Religious Support | $12,500 |
| Highland Park Presbyterian Church | |||||||
| 3821 University Blvd | Dallas | TX | 752071710 | NONE | Public Charity | Religious Support | $12,500 |
| Highland Park Presbyterian Church | |||||||
| 3821 University Blvd | Dallas | TX | 752071710 | NONE | Public Charity | Religious Support | $100,000 |
| Hope Unlimited | |||||||
| 3419 Westminster Ave Ste 195 | Dallas | TX | 75205 | NONE | Public Charity | Humanitarian | $1,000 |
| Library of Congress | |||||||
| 101 Independence Ave SE | Washington DC | DC | 205401400 | NONE | Public Charity | Support of the Arts | $25,000 |
| Make-A-Wish Foundation | |||||||
| 343 NW 6th St | Miami | FL | 33136 | NONE | Public Charity | Humanitarian | $25,000 |
| Methodist Health System Foundation | |||||||
| 1441 N Beckley Ave | Dallas | TX | 75203 | NONE | Public Charity | Support of Medical Field | $10,000 |
| National Air and Space Museum | |||||||
| PO Box 37012 MRC 310 | Washington DC | DC | 200137012 | NONE | Public Charity | Support of the Arts | $5,000 |
| Pantego Christian Academy | |||||||
| 2201 W Park Row | Arlington | TX | 76013 | NONE | Public Charity | Religious Support | $1,000 |
| Parks for Downtown Dallas | |||||||
| 901 Main St Ste 360 | Dallas | TX | 75202 | NONE | Public Charity | Support of Public Parks | $1,000,000 |
| Project Unity | |||||||
| PO Box 224486 | Dallas | TX | 75222 | NONE | Public Charity | Humanitarian | $2,500 |
| Southern Methodist University Meadows Museum | |||||||
| PO Box 750402 | Dallas | TX | 752750402 | NONE | Public Charity | Educational Support | $500 |
| Southern Methodist University | |||||||
| PO Box 750402 | Dallas | TX | 752750402 | NONE | Public Charity | Educational Support | $5,000 |
| Southern Methodist University | |||||||
| PO Box 750402 | Dallas | TX | 752750402 | NONE | Public Charity | Educational Support | $10,000 |
| St Mark's School of Texas | |||||||
| 10600 Preston Rd | Dallas | TX | 752304047 | NONE | Public Charity | Educational Support | $25,000 |
| St Mark's School of Texas | |||||||
| 10600 Preston Rd | Dallas | TX | 752304047 | NONE | Public Charity | Educational Support | $2,000,000 |
| St Philip's School and Community Center | |||||||
| 1600 Pennsylvania Ave | Dallas | TX | 75215 | NONE | Public Charity | Educational Support | $100,000 |
| TACA | |||||||
| 1722 Routh St Ste 800 | Dallas | TX | 75201 | NONE | Public Charity | Support of the Arts | $3,900 |
| Texas Scottish Rite Hospital for Children | |||||||
| 2222 Welborn St | Dallas | TX | 75219 | NONE | Public Charity | Humanitarian | $15,000 |
| Texas Tech Foundation | |||||||
| PO Box 45025 | Lubbock | TX | 794095025 | NONE | Public Charity | Educational Support | $1,000 |
| The Alliance for Choice in Education | |||||||
| 5251 DTC Parkway Ste 1150 | Greenwood Village | CO | 80111 | NONE | Public Charity | Educational Support | $200,000 |
| The Lone Star Flight Museum | |||||||
| 11551 Aerospace Ave | Houston | TX | 77034 | NONE | Public Charity | Support of the Arts | $5,000 |
| The Portrait Society of America | |||||||
| PO Box 11272 | Tallahassee | FL | 32301 | NONE | Public Charity | Support of the Arts | $2,000 |
| The Salvation Army of North Texas | |||||||
| PO Box 36006 | Dallas | TX | 75235 | NONE | Public Charity | Humanitarian | $100,000 |
| The Salvation Army of North Texas | |||||||
| PO Box 36006 | Dallas | TX | 75235 | NONE | Public Charity | Humanitarian | $100,000 |
| The Unit Foundation | |||||||
| PO Box 1281 | Vass | NC | 28394 | NONE | Public Charity | Veteran Support | $125,000 |
| United Way of Metropolitan Dallas | |||||||
| 1800 N Lamar | Dallas | TX | 75202 | NONE | Public Charity | Humanitarian | $25,000 |
| Young America's Foundation | |||||||
| 11480 Commerce Park Dr 6th Floor | Reston | VA | 20191 | NONE | Public Charity | Humanitarian | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,748,357 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,323 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $757,923 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,224 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,784 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Other Income - Petrus Venture Fund | 14 | -$38,887 |
| Other Income - PEPI Capital | 14 | $46,244 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $847,611 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $847,611 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Henry Ross Perot Jr | ||||||
| 1 | 3000 Turtle Creek Blvd | Dallas | TX | 75219 | $130,766 | Yes (X) |
| SFP Inc | ||||||
| 2 | 5500 Preston Road Ste 365 | Dallas | TX | 75205 | $15,715 | Yes (X) |
| Sarah F Perot | ||||||
| 3 | 5500 Preston Road Ste 365 | Dallas | TX | 75205 | $121,939 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in Petrus Short Term Fund LP | AT COST | $2,326,098 | $2,339,142 |
| Investment in Petrus Holding Company, LLC | AT COST | $412,375 | $7 |
| Investment in PEPI Capital, LP | AT COST | $4,229,229 | $4,953,491 |
| Investment in Petrus Venture Funds, LP | AT COST | $2,516,977 | $2,910,061 |
| Investment in HWGAA, LP | AT COST | $227,299 | $5,023,192 |
| Investment in Petrus QOF I, LP | AT COST | $235,467 | $226,969 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Petrus Venture Fund LP | $7,580 | $7,580 | $0 |
| PEPI Capital LP | $11,244 | $11,244 | $0 |
| Office Expense | $1,629 | $0 | $0 |
| Rent Expense | $14,086 | $0 | $0 |
| Nondeductible Expenses | $136,970 | $0 | $0 |
| Professional Fees | $6,178 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Tax Exempt Income | $22,024 | $0 | $22,024 |
| PDIV Incentive Allocation Clawback | $200 | $200 | $200 |
| Other Income - Petrus Venture Fund | -$38,887 | -$38,887 | -$38,887 |
| Other Income - PEPI Capital | $46,244 | $46,244 | $46,244 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax-Petrus Venture Fund LP | $199 | $199 | $0 |
| Federal Income Tax | $17,000 | $0 | $0 |
Comments