CRAIG AND KATHRYN HALL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CRAIG AND KATHRYN HALL FOUNDATION (EIN 38-2275211)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-04-09
- IRS object ID
- 201510999349100601
- Schema version
- 2013v4.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-09T09:18:45-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382275211 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG AND KATHRYN HALL FOUNDATION-AKA | BusinessNameLine1 |
| Business Name Line2 | HALL CABERNET COOKOFF/HALL NAPA COM FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAI | BusinessNameControlTxt |
| Phone | 9723771100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 GAYLORD PKWY SUITE 100 | AddressLine1 |
| City | FRISCO | City |
| State | TX | State |
| ZIP Code | 75034 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIJETTA HALL WALLER | PersonNm |
| Person Title | PRESIDENT/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9723771100 | PhoneNum |
| Signature | 2015-04-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,033,340 | 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 | $4,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,469 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,469 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,426 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,007 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,007 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,007 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,558 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $109,960 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,902 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $55,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,015 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,015 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,163 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,115 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,588 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,699 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,063 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,703 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $739,993 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $739,993 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $820,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,063 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $801,696 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$710,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,839 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,075,176 | CashBOYAmt |
| Cash EOY | $680,859 | CashEOYAmt |
| Cash EOYFMV | $680,859 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,132,346 | SavAndTempCashInvstBOYAmt |
| Prepaid Expenses BOY | $198 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,307,733 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,352,481 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,707,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,988,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,033,340 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $2,707,720 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,988,592 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,707,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,988,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,707,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,988,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,707,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$710,732 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,996,988 | SubtotalAmt |
| Other Decreases | $8,396 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,988,592 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| FROM PARTNERSHIP K-1 | P | $19,918 | $19,918 | $19,918 |
| FROM PARTNERSHIP K-1 | P | $30,089 | $30,089 | $30,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,007 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $626,938 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,446,462 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.181908 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $502,805 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,871,830 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.129862 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $645,814 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,240,060 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.123246 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $515,144 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,541,884 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060308 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $652,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,399,661 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.120795 | DistributionYr5Rt |
| Total Distribution | 0.616119 | TotalDistributionRt |
| Average Distribution | 0.123224 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,584,482 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $318,470 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $518 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $318,988 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $801,696 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $518 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $518 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $518 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $592 | AppliedToEsTaxAmt |
| Total Payments And Credits | $592 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $74 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $74 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD BRAUN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9723771100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 GAYLORD PKWY STE 100 | AddressLine1 |
| City | FRISCO | City |
| State | TX | State |
| ZIP Code | 75034 | ZIPCode |
| 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 | 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 (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRIJETTA HALL WALLER | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | PRESIDENT/TRUSTEE | 25.00 | $55,000 | $0 | $0 |
| DAVID H CAIN | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | SECRETARY/TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRYAN TOLBERT | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | TREASURER/VICE PRES OF FIN | 1.00 | $0 | $0 | $0 |
| KATHRYN WALT HALL | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CRAIG HALL | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KRISTINA HAHSLER | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER CAIN | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HALL FINANICAL GROUP | |||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | PAYROLL SERVICE FEE | $4,115 |
| WINSTEAD PC | |||||
| 1201 ELM ST 5400 | DALLAS | TX | 75270 | LEGAL FEES | $375 |
| CORPORATION SERVICE COMPANY | |||||
| 2711 CENTERVILLE RD 400 | WILMINGTON | TX | 19808 | REPRESENTATIVE SERVICES | $149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,673,877 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $949,963 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,623,840 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,623,840 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,584,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,224 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,224 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $518 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,407 | IncomeTaxAmt |
| Total Tax | $1,925 | TotalTaxAmt |
| Distributable Before Adj | $127,299 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $127,299 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $127,299 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $801,696 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $801,696 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $518 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $801,178 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,299 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $383,541 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $88,050 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $390,711 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $309,213 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $454,747 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,626,262 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $801,696 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $127,299 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $674,397 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,300,659 | 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 | $383,541 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,917,118 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,050 | ExcessFromYear4Amt |
| Excess From Year3 | $390,711 | ExcessFromYear3Amt |
| Excess From Year2 | $309,213 | ExcessFromYear2Amt |
| Excess From Year1 | $454,747 | ExcessFromYear1Amt |
| Excess From Current Year | $674,397 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIJETTA HALL WALLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 GAYLORD PKWY STE 100 | AddressLine1 |
| City | FRISCO | City |
| State | TX | State |
| ZIP Code | 75034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9723771100 | RecipientPhoneNum |
| Recipient Email Address | BWALLER@CKHALLFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | COMPLETE APPLICATION FORM OR SUBMIT WRITTEN MATERIALS. MATERIALS SHOULD INCLUDE GRANT AMOUNT, PURPOSE OF GRANT, ORGANIZATION MISSION AND ADDITIONAL DETAILS ABOUT REQUIEST (OTHER FUNDING SOURCES, ETC.) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES. GRANTS ARE REVIEWED ON A ROLLING BASIS APPROXIMATELY ONCE PER QUARTER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO SUBMISSIONS FROM NORTH TEXAS AND NAPA VALLEY, CA GEOGRAPHIC AREAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALDO LEOPOLD NATURE CENTER | |||||||||||
| 330 FEMRITE DRIVE | MONONA | WI | 53716 | NONE | 501(C)(3) | NATURE CENTER SERVICE FOR COMMUNITY | $500 | ||||
| AUSTRIAN AMERICAN EDUCATIONAL COMMISSIONFULBRIGHT COMMISSION | |||||||||||
| NONE | 501(C)(3) | SCHOLARHSIP SUPPORT | $37,858 | QUARTIER21/MQ MUSEUMPLATZ 1 | VIENNA | AU | |||||
| BEST BUDDIES | |||||||||||
| 2904 FLOYD ST | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT PROGRAM TO FRIENDSHIP WITH EMPLOYMENT AND LEADERSHIP FOR PEOPLE WITH DISABILITES | $9,315 | ||||
| BIG BROTHERS BIG SISTERS OF THE NORTH BAY | |||||||||||
| 1618 2ND ST | SAN RAFAEL | CA | 94901 | NONE | 501(C)(3) | PROVIDE CHILDREN FACING ADVERSITY WITH PROFESSIONAL SUPPORT AND RELATIONSHIPS | $1,000 | ||||
| BLACK TIE DINNER INC | |||||||||||
| 3824 CEDAR SPRINGS 335 | DALLAS | TX | 75219 | NONE | 501(C)(3) | FUNDRAISER FOR GAY & LESBIAN COMMUNITY | $196 | ||||
| BOYS & GIRLS CLUBS OF NAPA VALLEY | |||||||||||
| 1515 PUEBLO AVE | NAPA | CA | 94558 | NONE | 501(C)(3) | SUPPORT EDUCATIONAL PROGRAMS FOR TODAY'S YOUTH | $2,500 | ||||
| CHILDREN'S HOSPITAL & RESEARCH CENTER | |||||||||||
| 747 52ND ST | OAKLAND | CA | 94609 | NONE | 501(C)(3) | SUPPORT CHILDREN'S HOSPITAL | $1,000 | ||||
| CHILDREN'S THEATER OF MADISON | |||||||||||
| 228 STATE ST | MADISON | WI | 53703 | NONE | 501(C)(3) | PERFORMING ARTS SUPPORT | $500 | ||||
| CLINIC OLE FOUNDATION | |||||||||||
| 1141 PEAR TREE LANE STE 100 | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM TO PROVIDE HEALTH CARE TO AGRICULTURAL WORKERS IN NAPA COUNTY | $1,000 | ||||
| CLINTON FOUNDATION | |||||||||||
| 1271 AVE OF THE AMERICAS 42ND FLOOR | NEW YORK | NY | 10020 | NONE | 501(C)(3) | GLOBAL HEALTH PROGRAMS | $5,000 | ||||
| COMMUNITY ACTION OF NAPA VALLEY | |||||||||||
| 2310 LAUREL ST | NAPA | CA | 94559 | NONE | 501(C)(3) | HELP INCREASE SELF-DETERMINATION & SELF-SUFFICIENCY FOR LOW-INCOME FAMILIES | $8,300 | ||||
| COMMUNITY RESCOURCES FOR CHILDREN | |||||||||||
| 3299 CLAREMONT WAY STE 1 | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM TO PROVIDE EARLY CARE AND EDUCATION OF CHILDREN | $4,000 | ||||
| COPE FAMILY CENTER | |||||||||||
| 1340 4TH ST | NAPA | CA | 94559 | NONE | 501(C)(3) | SUPPORT & GUIDANCE FOR PARENTS AND FAMILIES | $1,000 | ||||
| CRYSTAL CHARITY BALL | |||||||||||
| 3838 OAK LAWN AVE STE L150 | DALLAS | TX | 75219 | NONE | 501(C)(3) | FUNDRAISING EVENT TO SUPPORT CONTRIBUTIONS TO CHILDREN'S CHARITIES IN DALLAS COUNTY | $10,000 | ||||
| DALLAS CAN DO BETTER | |||||||||||
| 6801 GAYLORD PARKWAY | FRISCO | TX | 75034 | NONE | 501(C)(3) | SUPPORT FOR EXONEREES | $5,000 | ||||
| DALLAS MUSEUM OF ART | |||||||||||
| 1717 N HARDWOOD ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT THE ART COLLECTION AND EDUCATION | $1,783 | ||||
| DALLAS SYMPHONEY ORCHESTRA | |||||||||||
| 2301 FLORA ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT THE SYMPHONY | $21,600 | ||||
| DO IT FOR THE LOVE FOUNDATION | |||||||||||
| P O BOX 6281 | NAPA | CA | 94581 | NONE | 501(C)(3) | SUPPORT GRANTS FOR WISHES OF PEOPLE LIVING WITH LIFE-THREATENING ILLNESSES | $1,000 | ||||
| FAMILY HOUSE INC | |||||||||||
| 50 IRVING ST | SAN FRANCISCO | CA | 94122 | NONE | 501(C)(3) | SUPPORT HOME AWAY FROM HOME FOR FAMILIES OF CHILDREN WITH CANCER | $1,000 | ||||
| FRISCO FAMILY YMCA | |||||||||||
| 3415 W MAIN ST | FRISCO | TX | 75034 | NONE | 501(C)(3) | SUPPORT PROGRAM FOR FRISCO COMMUNITY | $2,000 | ||||
| GRACE CATHERDRAL CHURCH | |||||||||||
| 1100 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | NONE | 501(C)(3) | SUPPORT PROGRAM FOR FRISCO COMMUNITY | $1,000 | ||||
| SONOMA STATE UNIVERSITY GREEN MUSIC CENTER | |||||||||||
| 1801 COTATI AVE | ROHNERT PARK | CA | 94928 | NONE | 501(C)(3) | PROGRAMS AND OPERATIONS FOR GREEN MUSIC CENTER | $50,000 | ||||
| HORATIO ALGER ASSOCIATION | |||||||||||
| 99 CANAL CENTER PLAZA SUITE 320 | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | SUPPORT FOR SCHOLARSHIPS AND EDUCATION | $123,046 | ||||
| JEWISH FEDERATION OF GREATER DALLAS | |||||||||||
| 7800 NORTHHAVEN RD | DALLAS | TX | 75230 | NONE | 501(C)(3) | SUPPORT FOR JEWISH COMMUNITY | $60,000 | ||||
| JOSEPH GOMOLL FOUNDATION | |||||||||||
| P O BOX 346 | SUN PRAIRIE | WI | 53590 | NONE | 501(C)(3) | RAISE AWARENESS FOR EPILEPSY RESEARCH & PROGRAM SERVICES FOR CHILDREN | $500 | ||||
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||||||
| 9400 N CENTRAL EXPRESSWAY STE 1201 | DALLAS | TX | 75231 | NONE | 501(C)(3) | SUPPORT MEDICAL RESEARCH FOR DIABETES | $2,500 | ||||
| KEEP MEMORY ALIVE | |||||||||||
| 888 W BONNEVILLE AVE | LA VEGAS | NV | 89106 | NONE | 501(C)(3) | SUPPORT PROGRAM COMMITTED TO FAMILIES WITH BRAIN DISORDERS | $10,000 | ||||
| LAND TRUST OF NAPA COUNTY | |||||||||||
| 1700 SOSCOL AVE SUITE 20 | NAPA | CA | 94559 | NONE | 501(C)(3) | ENVIRONMENTAL PRESERVATION AND EDUCATION | $5,000 | ||||
| LIFT INC | |||||||||||
| 800 7TH ST NW STE 300 | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | SUPPORT FOR POVERTY AND HOMELESS PROGRAMS | $3,000 | ||||
| LONE STAR CASA | |||||||||||
| 108 KENWAY ST | ROCKWALL | TX | 75087 | NONE | 501(C)(3) | ADVOCATES FOR THE CHILDREN OF ROCKWAY & KAUFMAN COUNTIES OF TX | $1,000 | ||||
| LOS BARRIOS UNIDOS COMMUNITY CLINIC | |||||||||||
| 809 SINGLETON BLVD | DALLAS | TX | 75212 | NONE | 501(C)(3) | COMMUNITY MEDICAL CLINIC FOR WEST DALLAS NEIGHBORHOODS | $1,000 | ||||
| MARIN ORGANIC | |||||||||||
| P O BOX 962 | POINT REYES STATION | CA | 94956 | NONE | 501(C)(3) | FUND PROGRAMS THAT PARTNER LOCAL FARMERS TO PROMOTE ORGANIC AGRICULTURE | $1,000 | ||||
| MIDWEST ENVIRONMENTAL ADVOCATES | |||||||||||
| 612 W MAIN ST | MADISON | WI | 53703 | NONE | 501(C)(3) | SUPPORT LAW CENTER THAT WORKS FOR HEALTHY WATER, AIR, AND LAND | $800 | ||||
| MILES OF FREEDOM | |||||||||||
| 2922 MARTIN LUTHER KING BLVD BLDG A | DALLAS | TX | 75315 | NONE | 501(C)(3) | SUPPORT PROGRAM TO BRIDGE THE GAP FROM PRISON TO PROMISE | $2,000 | STE 115 | |||
| NAPA EMERGENCY WOMEN'S SERVICES | |||||||||||
| 1141 PEAR TREE LANE | NAPA | CA | 94558 | NONE | 501(C)(3) | SUPPORT PROGRAM FOR DOMISTIC VIOLENCE OR SEXUAL ASSAULT | $1,000 | ||||
| NAPA HUMANE | |||||||||||
| 3265 CALIFORNIA BLVD | NAPA | CA | 94558 | NONE | 501(C)(3) | PROMOTE WELFARE OF ANIMALS | $8,300 | ||||
| NAPA VALLEY FESTIVAL ASSOCIATION | |||||||||||
| 1556 FIRST ST STE 103A | NAPA | CA | 94559 | NONE | 501(C)(3) | SUPPORT FESTIVAL DEL SOLE MUSIC & PERFORMANCE PROGRAMS | $71,620 | ||||
| NAPA VALLEY HOSPICE & ADULT SERVICES | |||||||||||
| 444 SOUTH JEFFERSON ST | NAPA | CA | 94559 | NONE | 501(C)(3) | PROVIDE HEALTHCARE & RESOURCES FOR PERSONS WITH CHRONIC CONDITIONS | $8,300 | ||||
| NAPA VALLEY VINE TRAIL COALITION | |||||||||||
| P O BOX 93 | ST HELENA | CA | 94574 | NONE | 501(C)(3) | SUPPORT BUILDING WALKING/BIKING TRAIL SYSTEM FOR NAPA VALLEY | $5,000 | ||||
| NAPA VALLEY YOUTH ADVOCACY-FOOD FOR LOVE | |||||||||||
| P O BOX 137 | ST HELENA | CA | 94508 | NONE | 501(C)(3) | SUPPORT PROGRAMS FOR YOUTH AND THEIR FAMILIES | $1,000 | ||||
| NATIONAL DEMOCRATIC INSTITUTE | |||||||||||
| 455 MASSACHUSETTS AVE NW 8TH FLOOR | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | PROGRAM WORKING TO STRENGHTEN DEMOCRATIC INSTITIUTIONS WORLDWIDE | $24,960 | ||||
| NFTE GREATER DALLAS | |||||||||||
| 120 WALL ST 18TH FLOOR | NEW YORK | NY | 10005 | NONE | 501(C)(3) | PROVIDE PROGRAMS INSPIRING YOUNG PEOPLE FROM LOW-INCOME COMMUNITIES STAY IN SCHOOL & RECOGNIZE BUSINESS OPPORTUNITIES | $5,000 | ||||
| NIMBUS ART | |||||||||||
| 649 MAIN ST | ST HELENA | CA | 94574 | NONE | 501(C)(3) | PROGRAM TO NUTURE & FOSTER CREATIVE EXPRESSIONS & BUILD A SENSE OF COMMUNITIY | $1,000 | ||||
| NORTH TEXAS FOOD BANK | |||||||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75236 | NONE | 501(C)(3) | PROVIDES FOOD AND MEALS FOR HUNGRY FAMILIES IN NORTH TEXAS | $30,000 | ||||
| NORTHWESTERN UNIVERSITY | |||||||||||
| 1201 DAVIS ST | EVANSTON | IL | 60208 | NONE | 501(C)(3) | SUPPORT OF LIBRARY ANNUAL FUND | $2,500 | ||||
| PLANNED PARENTHOOD OF WISCONSIN | |||||||||||
| 302 N JACKSON ST | MILWAUKEE | WI | 53202 | NONE | 501(C)(3) | SUPPORT WOMEN TO MANAGE THEIR SEXUAL & REPRODUCTIVE HEALTH | $2,755 | ||||
| PROMISE HOUSE | |||||||||||
| 224 W PAGE AVE | DALLAS | TX | 75208 | NONE | 501(C)(3) | PROGRAM TO END YOUTH HOMELESSNESS | $1,000 | ||||
| SPITIT OF UNITY NAPA DBA PUETAS ABIERTAS COMMUNITY RESOURCE | |||||||||||
| 952 NAPA ST | NAPA | CA | 94559 | NONE | 501(C)(3) | PROGRAM TO WORK WITH LATINOS ACHIEVE HEALTHY LIVING, SELF-SUFFICIENCY AND OPPORTUNITIES | $1,000 | ||||
| SALESMANSHIP CLUB | |||||||||||
| 106 E 10TH ST STE 200 | DALLAS | TX | 75203 | NONE | 501(C)(3) | PROGRAM DEDICATED TO HELP TROUBLED CHILDREN & THEIR FAMILIES | $5,000 | ||||
| SAVE THE BAY | |||||||||||
| 1330 BROADWAY STE 1800 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | SUPPORT TO SAVE THE SAN FRANCISCO BAY | $1,000 | ||||
| SONOMA STATE UNIVERSITY | |||||||||||
| 1801 COTATI AVE | ROHNERT PARK | CA | 94928 | NONE | 501(C)(3) | SUPPORT FOR GREEN MUSIC CENTER | $4,360 | ||||
| SOUTHERN METHODIST UNIVERSITY | |||||||||||
| P O BOX 7501000 | DALLAS | TX | 75275 | NONE | 501(C)(3) | EDUCATION SUPPORT | $20,000 | ||||
| ST HELENA HOSPITAL FOUNDATION | |||||||||||
| 10 WOODLAND RD | ST HELENA | CA | 94574 | NONE | 501(C)(3) | SUPPORT ST HELENA HOSPITAL | $8,300 | ||||
| TITAS | |||||||||||
| 2100 ROSS AVE STE 650 | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT EDUCATION OUTREACH AND DANCEAND MUSIC PERFORMANCES OF NORTH TEXAS | $5,000 | ||||
| UW FOUNDATION | |||||||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | 501(C)(3) | SUPPORT REASERCH ON HEALTH OF MINDS | $1,000 | ||||
| VNA TEXAS | |||||||||||
| 1600 VICEROY DR STE 400 | DALLAS | TX | 75235 | NONE | 501(C)(3) | HELP ELDERLY LIVE IN HOPICE CARE | $10,000 | ||||
| VOGEL ALCOVE | |||||||||||
| 1738 GANO ST | DALLAS | TX | 75215 | NONE | 501(C)(3) | IT PROVIDES CHILD DEVELOPMENT FOR DALLAS KIDS OF POVERTY | $5,000 | ||||
| WOMEN'S AUXILIARY TO CHILDRENS MED CENTER | |||||||||||
| 1705 BURNING TREE | PLANO | TX | 75093 | NONE | 501(C)(3) | SUPPORT THE CHILDREN'S MEDICAL CENTER | $3,000 | ||||
| WOODALL RODGERS PARK FOUNDATION | |||||||||||
| 1909 WOODALL RODGERS FREEWAY 100 | DALLAS | TX | 75201 | NONE | 501(C)(3) | PUBLIC PARK CAPITAL CAMPAIGN | $125,000 | ||||
| WOODLAND MONTESSORI SCHOOL | |||||||||||
| 1124 COLBY ST | MADISON | WI | 53716 | NONE | 501(C)(3) | SUPPORT PROGRAM OF CHILDREN'S EDUCATION | $1,000 | ||||
| YOUNG ENTREPRENEURS ACADAMY | |||||||||||
| 175 CORPORATE WOODS STE 130 | ROCHESTER | NY | 14623 | NONE | 501(C)(3) | ENTREPRENURIAL EDUCATION PROGRAMS FOR YOUTH | $10,000 | ||||
| IF GIVEN A CHANCE | |||||||||||
| P O BOX 2607 | NAPA | CA | 94558 | NONE | 501(C)(3) | HELP HIGH SCHOOL GRADUATES OVERCOME EXTRAORDINARY CHALLENGES | $1,000 | ||||
| ST HELENA ROTARY FOUNDATION | |||||||||||
| P O BOX 211 | ST HELENA | CA | 94574 | NONE | 501(C)(3) | WATER TANKS FOR KENYA | $1,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $739,993 | 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 | $1,469 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,426 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,007 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| FLOWTHRY PARTNERSHIP INCOME | 14 | $7,363 | ||
| FUNDRAISING EVENT-CABERNET COOKOFF BENEFITING NAPA CHARITIES | 722210 | $30,005 | ||
| EVENT QUALIFIED SPONSORSHIP | 06 | $13,190 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $30,005 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $73,986 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,460 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST & DIVIDEND INCOME EXCLUDED, USED FOR CHARITABLE CONTRIBUTIONS |
| 4 | INTEREST & DIVIDEND INCOME EXCLUDED, USED FOR CHARITABLE CONTRIBUTIONS |
| 7 | FUNDRAISING EVENT TO BENEFIT CHARITIES |
| 8 | FLOWTHRU PARTNRSHIP INCOME - USED FOR CHARITABLE CONTRIBUTIONS |
| 9 | GAIN ON SALE OF SECURITIES - USED FOR CHARITABLE CONTRIBUTIONS |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENT - STOCKS | FMV | $557,733 | $565,231 |
| INVESTMENT - DEUTSCHE BANK CROCI FUND | FMV | $750,000 | $787,250 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| EXCISE TAX | $265 |
| NONDEDUCTIBLE EXPENSES | $8,131 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE FEE | $2,017 | $0 | $2,017 |
| LEGAL EXPENSES | $571 | $0 | $571 |
| FUNDRAISING EVENT RELATED EXPENSES | $15,933 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FLOWTHRY PARTNERSHIP INCOME | $7,363 | $7,363 |
| FUNDRAISING EVENT-CABERNET COOKOFF BENEFITING NAPA CHARITIES | $30,005 | $30,005 |
| EVENT QUALIFIED SPONSORSHIP | $13,190 | $13,190 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PER K-1-FOREIGN TAX PAID | $48 | $48 | $0 |
| PAYROLL TAXES | $4,115 | $0 | $4,115 |
Comments