PEROT FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PEROT FOUNDATION (EIN 75-6093258)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201503149349101320
- Schema version
- 2014v5.0
- 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
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T17:09:41-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | PO Box 269014 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75026 | 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 | 756093258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Perot Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERO | BusinessNameControlTxt |
| Phone | 9725351900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 269014 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JYROBB III | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9725351900 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kami M Majni | PreparerPersonNm |
| PTIN | P01080813 | PTIN |
| Phone | 9725351900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $92,948,906 | 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 | $15,816,710 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $526,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $526,703 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $566,163 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $566,163 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $248,462 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $90,514 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,158,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,183,380 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $79,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $79,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $59,189 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $59,189 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $143 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $143 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,218 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,089 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $3,256 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,256 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $133,619 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $117,731 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,888 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $324,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $204,565 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,085,468 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,085,468 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,409,982 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,290,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,748,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,063,431 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,953 | CashBOYAmt |
| Cash EOY | $33,574 | CashEOYAmt |
| Cash EOYFMV | $33,574 | CashEOYFMVAmt |
| Other Investments BOY | $76,724,365 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $87,441,862 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $88,561,303 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $164,942 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,681 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $163,261 | LandBOYAmt |
| Land EOY | $163,261 | LandEOYAmt |
| Land EOYFMV | $163,261 | LandEOYFMVAmt |
| Other Assets BOY | $4,190,768 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,190,768 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,190,768 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $81,085,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,829,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,948,906 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $44 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $44 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $44 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44 | 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 | $81,085,303 | RetainedEarningBOYAmt |
| Retained Earning EOY | $91,829,421 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,085,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,829,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,085,347 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,829,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,085,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,748,056 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $91,833,359 | SubtotalAmt |
| Other Decreases | $3,938 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,829,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| From K-1 - Petrus Short Term Fund | P | $1,287 | $1,287 |
| From K-1 - Petrus Short Term Fund | P | $7,611 | $7,611 |
| From K-1 - Petrus Quantitative Strategies Fund | P | $16,775 | $16,775 |
| From K-1 - Petrus Quantitative Strategies Fund | P | $87,403 | $87,403 |
| From K-1 - Petrus Securities | P | $40,896 | $40,896 |
| From K-1 - Petrus Securities | P | $399,841 | $399,841 |
| From K-1 - Petrus Special Situations Fund | P | $7,621 | $7,621 |
| From K-1 - Petrus Special Situations Fund | P | $4,729 | $4,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $566,163 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,126,019 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $63,003,335 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.240083 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,243,435 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $56,849,157 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.232957 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,505,875 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $72,374,191 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.255697 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,403,324 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $83,330,217 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.136845 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,703,694 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $92,277,734 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.126831 | DistributionYr5Rt |
| Total Distribution | 0.992413 | TotalDistributionRt |
| Average Distribution | 0.198483 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $74,102,978 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,708,181 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,634 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,718,815 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,290,033 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,269 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,269 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,269 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,650 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $27,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $34,650 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,381 | OverpaymentAmt |
| Applied To ES Tax | $13,381 | 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 | 2300 W Plano Parkway | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75075 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| H Ross Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | President, Director | 0.00 | $0 | $0 | $0 |
| Margot B Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Carolyn P Rathjen | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Vice Pres, Exec Director | 20.00 | $0 | $0 | $0 |
| John T Walter Jr | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Secretary, Director | 0.00 | $0 | $0 | $0 |
| H Ross Perot Jr | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Nancy E Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Suzanne P McGee | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Katherine P Reeves | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Bette Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| J Y Robb III | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Treasurer | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Trudy Renna | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 269014 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Administrative Assis | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $79,000 | CompensationAmt |
| Employee Benefits | $4,900 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 provides shelter for unrelated individuals who are officers of the Salvation Army | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | The Foundation provides assistance to unrelated indigent individuals | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | The Foundation provides assistance in obtaining medical care to unrelated military personnel, veterans and their families | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
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 | $75,204,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,231,450 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $75,231,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,128,472 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,102,978 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,705,149 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,705,149 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,269 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,269 | TotalTaxAmt |
| Distributable Before Adj | $3,683,880 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,683,880 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,683,880 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,290,033 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,290,033 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,290,033 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,683,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,130,738 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,275,164 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,905,015 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,427,613 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,987,866 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,726,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,290,033 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,683,880 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,606,153 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,332,549 | 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 | $7,130,738 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,201,811 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,275,164 | ExcessFromYear4Amt |
| Excess From Year3 | $14,905,015 | ExcessFromYear3Amt |
| Excess From Year2 | $10,427,613 | ExcessFromYear2Amt |
| Excess From Year1 | $11,987,866 | ExcessFromYear1Amt |
| Excess From Current Year | $2,606,153 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H Ross Perot | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Carolyn P Rathjen | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 269014 | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9725351900 | 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 (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aberg Center for Literacy | ||||||||||||
| 5100 Ross Ave | Dallas | TX | 75206 | None | Public Charity | General Fund | $1,500 | |||||
| American Cancer Society | ||||||||||||
| PO Box 22538 | Oklahoma City | OK | 731231538 | None | Public Charity | Medical research | $1,000 | |||||
| American Friends Musee d'Orsay | ||||||||||||
| 1345 Avenue of the Americas Floor | New York | NY | 10105 | None | Public Charity | Support of exhibitions, restoration projects and aquisitions, provide English translations of catalogs, and enable the art from Musee d'Orsay to travel to American museums | $10,000 | 31 | ||||
| American Heart Association | ||||||||||||
| 105 Decker Court Ste 200 | Irving | TX | 75062 | None | Public Charity | Medical research | $6,000 | |||||
| AT&T Performing Arts Center | ||||||||||||
| 2403 Flora Street 500 | Dallas | TX | 75201 | None | Public Charity | Support of the arts | $10,000 | |||||
| Austin Presbyterian Theological Seminary | ||||||||||||
| 100 East 27th St | Austin | TX | 78705 | None | Public Charity | Religious | $250,000 | |||||
| Austin Street Center | ||||||||||||
| PO Box 710729 | Dallas | TX | 75371 | None | Public Charity | Programs for homeless families | $25,000 | |||||
| Bermuda Institute of Ocean Sciences | ||||||||||||
| None | Public Charity | Non-profit marine research and educational institute | $50,000 | 17 Biological Station | St. Georges GE 01 | BD | ||||||
| Boy Scouts Circle Ten Council | ||||||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | None | Public Charity | Provide programs to scouts | $300,000 | |||||
| Bryan's House | ||||||||||||
| PO Box 35868 | Dallas | TX | 75235 | None | Public Charity | General Fund | $5,000 | |||||
| Buckner Foundation | ||||||||||||
| 700 North Pearl Street Ste 1200 | Dallas | TX | 75201 | None | Public Charity | Services for Children | $2,500 | |||||
| CC Young Retirement Community | ||||||||||||
| 4847 West Lawther Drive Ste 100 | Dallas | TX | 75214 | none | Public Charity | Meeting the needs of seniors | $7,500 | |||||
| Camp John Marc | ||||||||||||
| 2824 Swiss Ave | Dallas | TX | 75204 | None | Public Charity | Holds, manages, and invests endowment funds of special camps for special kids | $10,000 | |||||
| Camp Summit | ||||||||||||
| 1721 Campbell Road Suite 180-W | Dallas | TX | 75252 | None | Public Charity | Making a difference in the lives of children and adults with disabilities. | $10,000 | |||||
| Cary Middle School | ||||||||||||
| 3978 Killion Drive | Dallas | TX | 75220 | None | Public Charity | Education | $27,048 | |||||
| Center for Brainhealth | ||||||||||||
| 2200 West Mockingbird Lane | Dallas | TX | 75235 | None | Public Charity | Medical | $2,000 | |||||
| Children's Medical Center Foundation | ||||||||||||
| 2777 Stemmons Freeway Suite 700 | Dallas | TX | 75207 | None | Public Charity | Medical research | $15,000 | |||||
| Clayton Dabney Foundation for Kids with Cancer | ||||||||||||
| 6500 Greenville Ave 342 | Dallas | TX | 75206 | None | Public Charity | Provide anonymous assistance to needy families of cancer victims | $10,000 | |||||
| Communities in Schools | ||||||||||||
| 8700 North Stemmons Freeway | Dallas | TX | 75247 | None | Public Charity | Provides individualized support services, academic improvement, and character and confidence building to students | $5,000 | |||||
| Community Partners of Dallas | ||||||||||||
| 1215 Skiles Street | Dallas | TX | 75204 | None | Public Charity | Supporting abused and neglected children | $56,850 | |||||
| Congressional Medal of Honor Foundation | ||||||||||||
| 252 North Washington Street | Falls Church | VA | 22046 | None | Public Charity | Underwrite Honor Patriot Award Dinner | $10,000 | |||||
| CONTACT Crisis Line | ||||||||||||
| PO Box 800742 | Dallas | TX | 75380 | None | Public Charity | Support for Crisis Help Line Providing Emergency Assistance and Outreach | $26,000 | |||||
| Dallas Children's Advocacy Center | ||||||||||||
| 5351 Samuell Blvd | Dallas | TX | 75228 | None | Public Charity | Support of child abuse victims | $1,000 | |||||
| Dallas Children's Theater | ||||||||||||
| 5938 Skillman | Dallas | TX | 75231 | None | Public Charity | Sustainability Campaign for capital improvements and operations | $5,000 | |||||
| Dallas Furniture Bank | ||||||||||||
| PO Box 815788 | Dallas | TX | 75381 | None | Public Charity | Provides furniture to families who are ready to re-enter independent living | $1,000 | |||||
| Dallas Museum of Art | ||||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for art programs | $140,000 | |||||
| Dallas Rotary Club | ||||||||||||
| 5430 Glen Lakes Drive Ste 240 | Dallas | TX | 75231 | None | Public Charity | To provide service to others, to identify and support humanitarian projects, to promote high ethical standards, and to advance world understanding, goodwill, and peace through fellowship of business, professional, and community leaders. | $25,000 | |||||
| Dallas Symphony Association | ||||||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support for the performing arts | $1,025,000 | |||||
| Doctors Without Borders | ||||||||||||
| 333 Seventh Avenue 2nd Floor | New York | NY | 10001 | None | Public Charity | Medical and humanitarian relief | $1,000 | |||||
| Easter Seals | ||||||||||||
| PO Box 2667 | Fort Worth | TX | 76113 | None | Public Charity | Making a difference in the lives of children and adults with disabilities | $1,000 | |||||
| Educational First Steps | ||||||||||||
| 2804 Swiss Avenue | Dallas | TX | 75204 | None | Public Charity | Improving the quality and availability of early childhood education for economically disadvantaged children | $50,000 | |||||
| Educational Opportunities Inc | ||||||||||||
| 8350 N Central Expressway Suite 775 | Dallas | TX | 75206 | None | Public Charity | Offer financial assistance and mentoring support to hundreds of graduates from Dallas public schools as they pursue higher education. | $13,200 | |||||
| Episcopal School of Dallas | ||||||||||||
| 4100 Merrell Road | Dallas | TX | 75229 | None | Public Charity | Education | $25,000 | |||||
| Friedman & Feiger Foundation | ||||||||||||
| 5301 Spring Valley Road Ste 200 | Dallas | TX | 75254 | None | Public Charity | Benefit CitySquare's TRAC program | $5,000 | |||||
| Friends of the Bermuda Maritime Museum Inc | ||||||||||||
| None | Public Charity | Marine research | $2,500 | PO Box MA133 | Sandy's | BD | ||||||
| Friends of the Dallas Public Library | ||||||||||||
| 3232 McKinney Ave Suite 855 | Dallas | TX | 75204 | None | Public Charity | Support for creation of the McDermott Fine Books Center | $1,500 | |||||
| Frontiers of Flight Museum | ||||||||||||
| 6911 Lemmon Avenue | Dallas | TX | 75209 | None | Public Charity | Museum | $20,000 | |||||
| George Peterson - Reimburse Labwork | ||||||||||||
| 1515 Pendleton Road | Coronado | CA | 92118 | None | Individual | Medical support for Reece Peterson | $7,000 | |||||
| Girl Scouts of Northeast Texas | ||||||||||||
| 6001 Summerside Dr | Dallas | TX | 75252 | None | Public Charity | Funding for 100th Anniversary Gala | $460,000 | |||||
| Gore Range Natural Science School | ||||||||||||
| 318 Walking Mountains Lane | Avon | CO | 81620 | None | Public Charity | Education | $5,000 | |||||
| Grant Halliburton Foundation | ||||||||||||
| 6390 LBJ Freeway Ste 106 | Dallas | TX | 75240 | None | Public Charity | Teaching people how to recognize the signs of distress or suicidal crisis in a young person and how to help lead them. | $500 | |||||
| Greater Dallas Veterans | ||||||||||||
| 4400 Williamsburg Road | Dallas | TX | 75220 | None | Public Charity | Support for 2014 Dallas Veterans Parade | $5,000 | |||||
| Happy Hill Farm | ||||||||||||
| 3846 North Highway 144 | Granbury | TX | 76048 | None | Public Charity | Education programs for underpriviledged kids | $15,000 | |||||
| Healing Hands Ministries | ||||||||||||
| PO Box 741524 | Dallas | TX | 75374 | None | Public Charity | Medical & Dental clinic for needy | $5,000 | |||||
| Highland Park Presbyterian Church | ||||||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Religious organization | $40,000 | |||||
| Jubilee Park and Community Center | ||||||||||||
| 907 Bank Street | Dallas | TX | 75223 | None | Public Charity | Revitalization project of a poor neighborhood near Fair Park by building a community center | $50,000 | |||||
| Junior League of Dallas | ||||||||||||
| 8003 Inwood Road | Dallas | TX | 75209 | None | Public Charity | Underwrite event benefiting children's charities | $7,500 | |||||
| Juvenile Diabetes Research Foundation | ||||||||||||
| 9400 N Central Expressway Suite | Dallas | TX | 75231 | none | Public Charity | To find a cure for diabetes through the support of research | $25,000 | 1201 | ||||
| KERA | ||||||||||||
| 3000 Harry Hines Boulevard | Dallas | TX | 75201 | None | Public Charity | Public broadcast of educational and news programs | $10,000 | |||||
| LifeNet Community Behavioral Healthcare | ||||||||||||
| 9708 Skillman | Dallas | TX | 75243 | None | Public Charity | Empower people to rebuild and enhance their lives | $25,000 | |||||
| Lumin Education | ||||||||||||
| 924 Wayne Street | Dallas | TX | 75223 | None | Public Charity | Education | $125,000 | |||||
| Make-A-Wish Foundation | ||||||||||||
| 6655 Deseo | Irving | TX | 75039 | None | Public Charity | Granting the wishes of children in North Texas battling life-threatening medical conditions | $5,000 | |||||
| March of Dimes | ||||||||||||
| 12660 Coit Road Suite 200 | Dallas | TX | 75251 | None | Public Charity | Improve the health of babies by preventing birth defects, premature birth and infant mortality. | $2,500 | |||||
| Mass Care Task Force Fund | ||||||||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | None | Public Charity | Response to natural disasters in communities | $1,000 | |||||
| Masterworks Foundation | ||||||||||||
| None | Public Charity | Support of the arts | $17,500 | PO Box HM 1929 | Bermuda | BD | Hamilton | |||||
| Mayor's Education Programs Fund | ||||||||||||
| 3963 Maple Avenue Suite 390 | Dallas | TX | 75219 | None | Public Charity | Education fund | $5,000 | |||||
| Mental Health America of Greater Dallas | ||||||||||||
| 624 Good Latimer Ste 200 | Dallas | TX | 75204 | None | Public Charity | To provide mental health education | $25,000 | |||||
| Methodist Health System Foundation | ||||||||||||
| 1441 N Beckley Avenue | Dallas | TX | 75203 | None | Public Charity | Robert S. Folsom Leadership Award | $10,000 | |||||
| National Alliance on Mental Illness | ||||||||||||
| 6510 Abrams Road Suite 568 | Dallas | TX | 75231 | None | Public Charity | Relieve effects of severe mental illnesses | $5,000 | |||||
| National Football Foundation | ||||||||||||
| 433 Las Colinas Blvd East Ste 1130 | Irving | TX | 75039 | None | Public Charity | Promote and develop the power of amateur football in developing the qualities of leadership, sportsmanship, competitive zeal, and the drive for academic excellence in America's young people | $20,000 | |||||
| National Infantry Foundation | ||||||||||||
| PO Box 2823 | Columbus | GA | 31902 | None | Public Charity | Building fund for a new national infantry museum & soldier center | $100,000 | |||||
| National Medal of Honor Museum Foundation | ||||||||||||
| PO Box 309 | Mount Pleasant | SC | 294650309 | None | Public Charity | Preserving the history of recipients of the Medal of Honor | $250,000 | |||||
| National Vietnam Veterans Foundation | ||||||||||||
| 1015 North Pelham Street | Alexandria | VA | 223041905 | None | Public Charity | Support of Veterans | $10,000 | |||||
| NC State Foundation | ||||||||||||
| Campus Box 7401 | Raleigh | NC | 276957401 | None | Public Charity | Educational scholarships | $30,000 | |||||
| New Friends New Life | ||||||||||||
| PO Box 192378 | Dallas | TX | 75219 | None | Public Charity | Support for women to escape the sex industry and make new lives for them and their children. | $10,000 | |||||
| NTCUSA | ||||||||||||
| PO Box 93977 | Southlake | TX | 76092 | None | Public Charity | Honoring Midshipmen and Cadets | $5,000 | |||||
| Oak Hill Academy | ||||||||||||
| 9407 Midway Road | Dallas | TX | 75220 | None | Public Charity | Education support | $24,120 | |||||
| Oklahoma Military Heritage Foundation | ||||||||||||
| PO Box 30658 | Edmond | OK | 73003 | None | Public Charity | Honoring the men and women of Oklahoma who served in the Uniformed Services of the United States and those who continue to serve our country today. | $700 | |||||
| Operation Once in a Lifetime | ||||||||||||
| 221 W Parker Road 560 | Plano | TX | 75023 | None | Public Charity | Supports the needs of veterans such as financial, medical, and support for their family during deployment | $3,550 | |||||
| Perot Museum of Nature and Science | ||||||||||||
| PO Box 151469 | Dallas | TX | 75315 | None | Public Charity | Support for capital campaign | $125,000 | |||||
| Planned Parenthood | ||||||||||||
| 7424 Greenville Ave Ste 206 | Dallas | TX | 75231 | None | Public Charity | Support of women's health | $10,000 | |||||
| Presbyterian Children's Homes | ||||||||||||
| 4407 Bee Cave Road Suite 520 | Austin | TX | 78746 | None | Public Charity | Ministry to children suffering from abuse, abandonment, and hardship | $2,500 | |||||
| Pure Hope | ||||||||||||
| 800 Compton Road Ste 9224 | Cincinnati | OH | 45231 | None | Public Charity | Program to promote sexual purity | $10,000 | |||||
| Retina Foundation of the Southwest | ||||||||||||
| 9600 N Central Expwy Suite 200 | Dallas | TX | 75231 | None | Public Charity | Eye research into macular degeneration, pediatric eye disorders, and genetic eye diseases | $5,000 | |||||
| SC Special Forces Foundation | ||||||||||||
| PO Box 10270 | Fort Jackson | SC | 29207 | None | Public Charity | Promotes general welfare of the Special Forces community | $10,000 | |||||
| Sky Ranch | ||||||||||||
| 600 N Pearl Street Ste 640 LB 148 | Dallas | TX | 75201 | None | Public Charity | Military Family Camp | $10,000 | |||||
| SMU Dedman School of Law | ||||||||||||
| 3315 Daniel Avenue | Dallas | TX | 75205 | None | Public Charity | Memorial to Ray Hutchison | $1,000 | |||||
| Southern Methodist University - SMU Meadows School of the Arts | ||||||||||||
| PO Box 750356 | Dallas | TX | 75275 | None | Public Charity | Support of the performing arts | $5,000 | |||||
| Southwestern Diabetic Foundation | ||||||||||||
| PO Box 918 | Gainesville | TX | 76241 | None | Public Charity | Campership program | $10,000 | |||||
| Special Forces Association | ||||||||||||
| PO Box 6515 | MacDill AFB | FL | 33608 | None | Public Charity | Scholarship fund | $1,500 | |||||
| Special Programs for Aging Needs | ||||||||||||
| 1800 Malone St | Denton | TX | 76201 | None | Public Charity | Provide Food & Shelter to the Elderly | $10,000 | |||||
| St Philip's School and Community Center | ||||||||||||
| 1600 Pennsylvania Ave | Dallas | TX | 75215 | None | Public Charity | George T. Lee Scholarship | $45,000 | |||||
| Suicide and Crisis Center of North Texas | ||||||||||||
| 2808 Swiss Avenue | Dallas | TX | 75204 | None | Public Charity | Crisis Line budget | $25,000 | |||||
| Teach for America | ||||||||||||
| 350 N St Paul Street Ste 2800 | Dallas | TX | 75201 | None | Public Charity | Movement to eliminate educational inequity | $250,000 | |||||
| Texarkana College | ||||||||||||
| 2500 N Robinson Road | Texarkana | TX | 75599 | None | Public Charity | TC Tomorrow Community Challenge | $1,000,000 | |||||
| Texas Business Hall of Fame | ||||||||||||
| 4550 Post Oak Place Ste 342 | Houston | TX | 77027 | None | Public Charity | Recognizes the accomplishments and contributions of outstanding Texas business leaders, perpetuates and inspires the values of entrepreneurial spirit, personal integrity, and community leadership in all generations of Texans. | $1,000 | |||||
| Texas Cultural Trust | ||||||||||||
| 823 Congress Ste 707 | Austin | TX | 78701 | None | Public Charity | Underwriting of 2015 Texas Medal of Arts Awards | $10,000 | |||||
| Texas State History Museum | ||||||||||||
| PO Box 12456 | Austin | TX | 78711 | None | Public Charity | 11th Annual Independence Day Dinner Underwriting | $60,000 | |||||
| Texas Winds Musical Outreach Inc | ||||||||||||
| 7038 Hunters Ridge Drive | Dallas | TX | 75248 | None | Public Charity | Programs for the ill health, economically disadvantaged, isolated seniors and at-risk children | $5,000 | |||||
| The Child Care Group | ||||||||||||
| 8585 North Stemmons Freeway Ste 500 | Dallas | TX | 75247 | None | Public Charity | Provide and promote quality child care services | $20,000 | |||||
| The Elisa Project | ||||||||||||
| 10300 N Central Expressway Ste 330 | Dallas | TX | 75231 | None | Public Charity | Offers programs that address healthy life-style living, positive body image, self esteem, and general nutrition to students, educators, school counselors, parents, and other community organizations. | $1,000 | |||||
| The Family Place | ||||||||||||
| PO Box 7999 | Dallas | TX | 75209 | None | Public Charity | Support for victims of family abuse | $10,000 | |||||
| The Global Fund for Children | ||||||||||||
| 1101 Fourteenth Street NW Suite 420 | Washington | DC | 20005 | None | Public Charity | Advance the dignity of vulnerable children and youth around the world | $50,000 | |||||
| The Hockaday School | ||||||||||||
| 11600 Welch Road | Dallas | TX | 752292999 | None | Public Charity | Education fund | $2,500 | |||||
| The Salesmanship Club | ||||||||||||
| 106 E 10th Street Suite 200 | Dallas | TX | 75203 | None | Public Charity | Support the innovative education and therapeutic programs of Salesmanship Club Youth & Family Centers | $5,000 | |||||
| The Salvation Army Texarkana | ||||||||||||
| 400 E 4th Street | Texarkana | TX | 71854 | None | Public Charity | Provide support for victims of domestic abuse | $35,500 | |||||
| The Salvation Army | ||||||||||||
| 8787 N Stemmons Frwy Suite 800 | Dallas | TX | 75247 | None | Public Charity | Provide Support for Victims of Domestic Violence | $165,000 | |||||
| The Senior Source | ||||||||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | None | Public Charity | Underwriting of 2013 Spirit of Generations Awards Luncheon | $5,000 | |||||
| The Sweetheart Ball | ||||||||||||
| 4612 North Versailles Ave | Dallas | TX | 75209 | None | Public Charity | Supports heart research at the University of Texas Southwestern Medical Center | $15,000 | |||||
| The Wilkinson Center | ||||||||||||
| 3402 Buckner Blvd 302 | Dallas | TX | 75228 | None | Public Charity | Supports once month of programming for 80 adult learners | $5,000 | |||||
| Treasure Street | ||||||||||||
| 2222 Welborn Street | Dallas | TX | 75219 | None | Public Charity | Medical research | $25,000 | |||||
| United States Air Force Academy | ||||||||||||
| 3116 Academy Drive Suite 200 | USAFA | CO | 80840 | None | Public Charity | Gen. Risner Military Scholar Fund | $350,000 | |||||
| United Way of Grayson County | ||||||||||||
| 713 E Brockett St | Sherman | TX | 75090 | None | Public Charity | Youth development, Sustainability, Health | $10,000 | |||||
| United Way of Metropolitan Dallas | ||||||||||||
| 1800 N Lamar | Dallas | TX | 75202 | None | Public Charity | Support of Humanitarian Programs in the Community | $125,000 | |||||
| USO | ||||||||||||
| PO Box 96860 | Washington | DC | 20077 | None | Public Charity | General Fund | $2,500 | |||||
| UT Dallas - Callier Center | ||||||||||||
| 1966 Inwood Road | Dallas | TX | 75235 | None | Public Charity | Provide care to patients who are unable to afford the treatment they need to overcome speech, language, and hearing disorders | $2,000 | |||||
| UT Southwestern Medical Foundation | ||||||||||||
| 3889 Maple Avenue Suite 100 | Dallas | TX | 752193914 | None | Public Charity | Theodore Strauss Professorship in Neuro-Oncology | $1,500 | |||||
| UTSW Medical Center | ||||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 753909002 | None | Public Charity | Medical research - Eye Ball | $5,000 | |||||
| Vanderbilt University | ||||||||||||
| 2301 Vanderbilt Place | Nashville | TN | 37235 | None | Public Charity | Education | $5,000 | |||||
| Visiting Nurse Association | ||||||||||||
| 1600 Viceroy Drive Suite 400 | Dallas | TX | 75235 | None | Public Charity | Advancing nonprofit home healthcare and hospice | $2,500 | |||||
| Wednesday's Child | ||||||||||||
| 2801 Swiss Ave Ste 130 | Dallas | TX | 75204 | None | Public Charity | Bring hope and healing to children in foster care | $10,000 | |||||
| West Point Association of Graduates | ||||||||||||
| 698 Mills Road | West Point | NY | 10996 | None | Public Charity | General Fund | $140,000 | |||||
| Westmoreland Cultural Trust | ||||||||||||
| 102 N Main Street Suite 232 | Greensburg | PA | 15601 | None | Public Charity | General Fund | $1,000 | |||||
| Westmoreland Symphony | ||||||||||||
| 951 Old Salem Rd | Greensburg | PA | 15601 | None | Public Charity | General Fund | $25,000 | |||||
| World War II Foundation | ||||||||||||
| 333 White Horn Drive Suite One | Kingston | RI | 02881 | None | Public Charity | Sponsorship of D-Day veteran Ernie Corvese and his wife Delores as Ernie returns to Normandy for the first time since June 6, 1944. | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,085,468 | 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 | $526,703 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $90,514 | ExclusionAmt |
| Related Or Exempt Function Incm | $157,948 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $566,163 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,183,380 | ExclusionAmt |
| Related Or Exempt Function Incm | $157,948 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,341,328 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | Income reported in column (e) is tax exempt interest income and excluded from gross income by Code Section 103. | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| H Ross Perot | ||||||
| 1 | PO Box 269014 | Plano | TX | 75026 | $15,216,710 | Yes (X) |
| Steven Blasnik | ||||||
| 2 | 12016 Arbargee | Dallas | TX | 75230 | $600,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in Petrus Short Term Fund | AT COST | $78,707,123 | $78,548,142 |
| Investment in Petrus Securities | AT COST | $5,477,826 | $6,762,183 |
| Investment in Petrus Quantitative Strategies Fund | AT COST | $2,222,379 | $2,199,351 |
| Investment in Petrus Special Situations Fund | AT COST | $1,034,534 | $1,051,627 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Expenses | CategoryTxt |
| Legal Fees | $143 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $143 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Russian Space Artifacts at Cost | Desc |
| BOY Book Value | $4,190,768 | BOYBookValueAmt |
| EOY Book Value | $4,190,768 | EOYBookValueAmt |
| EOYFMV | $4,190,768 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax difference | Desc |
| Amt | $3,938 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance Expense | $6,124 | $0 | $6,124 |
| Office Supplies | $535 | $0 | $535 |
| Bank Charges | $618 | $618 | $0 |
| Other Expenses | $5,034 | $0 | $5,034 |
| Telephone & Utilities | $709 | $0 | $709 |
| From K-1 - Petrus Short Term Fund LP | $71,227 | $71,227 | $0 |
| From K-1 - Petrus Quantitative Strategies Fund | $3,408 | $3,408 | $0 |
| From K-1 - Petrus Securities LP | $24,869 | $24,869 | $0 |
| Maintenance | $3,486 | $0 | $3,486 |
| From K-1 - Petrus Special Situations Fund | $4,655 | $4,655 | $0 |
| Other Portolio Expenses | $12,954 | $12,954 | $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 | $157,948 | $0 | $157,948 |
| From K-1 - Petrus Quantitative Strategies Fund Other Income | $48,042 | $48,042 | $48,042 |
| From K-1 - Petrus Securities Other Income | $34,825 | $34,825 | $34,825 |
| From K-1 - Petrus Special Situations Fund Other Income | $7,647 | $7,647 | $7,647 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Intercompany Payable | Desc |
| BOY Book Value | $44 | BOYBookValueAmt |
| EOY Book Value | $44 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Property Taxes | $2,248 | $0 | $2,248 |
| Payroll Taxes | $8,841 | $0 | $8,841 |
| Foreign Taxes - PSSF | $574 | $574 | $0 |
| Foreign Taxes - PETS | $1,644 | $1,644 | $0 |
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