GROVE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GROVE FAMILY FOUNDATION (EIN 84-3919964)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349102221
- 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
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T13:43:56-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752599166 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMER FUQUA & HUFF PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2435 N CENTRAL EXPRESSWAY STE 700 | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75080 | 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 | 843919964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROVE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROV | BusinessNameControlTxt |
| Phone | 2143525441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4011 COCHRAN CHAPEL ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOBIN GROVE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2143525441 | PhoneNum |
| Signature | 2025-11-10 | 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 | JILL KUBICKI | PreparerPersonNm |
| PTIN | P00746055 | PTIN |
| Phone | 2144738000 | PhoneNum |
| Preparation | 2025-11-10 | 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 | $2,335,476 | 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 | $175,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,223 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,223 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,414 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,234 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $441,270 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,234 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $242,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,871 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,399 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,399 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,517 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,517 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,666 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $189,138 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $189,138 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,666 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $189,138 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,205 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,593 | CashBOYAmt |
| Cash EOY | $114,491 | CashEOYAmt |
| Cash EOYFMV | $114,491 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,780,035 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,715,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,220,985 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,787,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,830,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,335,476 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,787,628 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,830,279 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,787,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,830,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,787,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,830,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,787,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $584 | OtherIncreasesAmt |
| Subtotal | $1,830,279 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,830,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $125,798 | $125,152 | $646 | $646 |
| PUBLICLY TRADED SECURITIES | $315,472 | $287,884 | $27,588 | $27,588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,234 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $646 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $781 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $781 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $781 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $197 | 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 | TOBIN C GROVE | IndividualWithBooksNm |
| Phone | 2143525441 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4011 COCHRAN CHAPEL ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75209 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| TOBIN C GROVE | ||||||||
| 4011 COCHRAN CHAPEL ROAD | DALLAS | TX | 75209 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DAWN C GROVE | ||||||||
| 4011 COCHRAN CHAPEL ROAD | DALLAS | TX | 75209 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JOHN WARREN | ||||||||
| 3131 MCKINNEY AVE SUITE 600 | DALLAS | TX | 75204 | DIRECTOR | 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 |
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 | $2,121,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,138,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,138,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,106,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,328 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,328 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $781 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $781 | TotalTaxAmt |
| Distributable Before Adj | $104,547 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,547 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,547 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $189,138 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $189,138 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,547 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $26,367 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $72,994 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $20,652 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $120,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $189,138 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,547 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,591 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $204,604 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $204,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,367 | ExcessFromYear4Amt |
| Excess From Year3 | $72,994 | ExcessFromYear3Amt |
| Excess From Year1 | $20,652 | ExcessFromYear1Amt |
| Excess From Current Year | $84,591 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TOBIN C GROVE | ContributingManagerNm |
| Contributing Manager | DAWN C GROVE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BROADWAY DALLAS FKA DALLAS SUMMER MUSICALS | ||||||
| 909 1ST AVENUE | DALLAS | TX | 75210 | PC | SUPPORT FOR THE ARTS IN DALLAS | $1,500 |
| CAMP JOHN MARC | ||||||
| 4925 GREENVILLE AVE SUITE 400 | DALLAS | TX | 75206 | PC | SUPPORT PROGRAM THAT BENEFITS CHILDREN WITH CHRONIC MEDICAL AND PHYSICAL CHALLENGES | $1,950 |
| CHILDREN'S MEDICAL CENTER | ||||||
| 1935 MEDICAL DISTRICT DR | DALLAS | TX | 75235 | PC | SUPPORT HOSPITAL IN IMPROVING HEALTH AND WELLNESS ACROSS THE NORTH TEXAS COMMUNITY | $500 |
| DIAN FOSSEY GORILLA FUND | ||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | PC | SUPPORT PROGRAM THAT SAVES RWANDA GORILLAS AND THE ECOSYSTEMS IN WHICH THEY LIVE IN | $25,000 |
| HOCKADAY SCHOOL | ||||||
| 11600 WELCH RD | DALLAS | TX | 75229 | PC | SUPPORT HOCKADAY SCHOOL ACADEMICS | $5,000 |
| HOPE SUPPLY CO | ||||||
| 10480 SHADY TRAIL 104 | DALLAS | TX | 75220 | PC | SUPPORT CRITICAL NEEDS FOR HOMELESS AND AT RISK CHILDREN | $2,000 |
| KINGDOWN COLLEGIATE ACADEMY | ||||||
| 1821 W CAMP WISDOM RD | DALLAS | TX | 75232 | PC | SUPPORT KINGDOWN COLLEGIATE ACADEMY TO PROVIDE SUPERIOR COLLEGIATE EDUCATION TO STUDENTS | $2,496 |
| LEUKEMIA LYMPHOMA SOCIETY | ||||||
| 8111 LYNDON B JOHNSON FWY 425 | DALLAS | TX | 75251 | PC | SUPPORT CANCER RESEARCH TO CURE BLOOD CANCERS AND IMPROVE THE QUALITY OF LIFE FOR PATIENTS AND THEIR FAMILIES | $500 |
| LIVING JOURNEYS | ||||||
| 300 BELLEVIEW 3B | MT CRESTED BUTTE | CO | 81224 | PC | SUPPORT FOR CANCER PATIENTS | $5,000 |
| MICHAEL J FOX FOUNDATION | ||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 101634777 | PC | SUPPORT PROMISING RESEARCH WITH A GOAL TO SIGNIFICANTLY IMPROVE THE LIVES OF PEOPLE WITH PARKINSON'S DISEASE | $25,000 |
| PENN STATE THON | ||||||
| 227D HUB | UNIVERSITY PARK | PA | 16802 | PC | PROVIDING SUPPORT TO FAMILIES BATTLING CHILDHOOD CANCER | $309 |
| REED COLLEGE ANNUAL FUND | ||||||
| 3203 SOUTHEAST WOODSTOCK BOULEVARD | PORTLAND | OR | 972028199 | PC | EDUCATIONAL SUPPORT FOR REED COLLEGE IN PORTLAND, OREGON | $25,300 |
| RONALD MCDONALD HOUSE | ||||||
| 4707 BENGAL ST | DALLAS | TX | 75212 | PC | PROVIDING FAMILIES WITH BETTER ACCESS TO THE CARE THEIR SICK CHILD NEEDS | $10,000 |
| SMU COX REAL ESTATE IMPACT FUND | ||||||
| PO BOX 750333 | DALLAS | TX | 752750333 | PC | EDUCATIONAL SUPPORT-REAL ESTATE CURRICULUM AT SMU | $83,333 |
| SPCA | ||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | PC | SUPPORT LOCAL SPCA AND ITS MISSION TO HELP ANIMALS | $500 |
| ST JUDES CHILDREN'S HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | SUPPORT HOSPITAL IN ITS MISSION TO TREAT AND DEFEAT CHILDHOOD CANCER AND OTHER LIFE-THREATENING DISEASES | $250 |
| YOUTH WITH A MISSION | ||||||
| PO BOX 603 | BENTONVILLE | AR | 72712 | PC | SUPPORT TO BUILD HOMES IN AREAS WITH HIGH POVERTY LEVELS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $189,138 | 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 | $1,223 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,234 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $67,871 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,871 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $562 |
| IRS TAX REFUND | $22 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT FEES | CategoryTxt |
| Amt | $6,399 | Amt |
| Net Investment Income | $6,399 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| JP MORGAN #4006 - FOREIGN TAXES PAID | $1,281 | $1,281 | $0 | $0 |
| NET INVESTMENT TAX PAID | $1,236 | $1,236 | $0 | $0 |
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