CHARLES S & RUTH C SHARP FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES S & RUTH C SHARP FOUNDATION INC (EIN 75-6045366)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-07
- IRS object ID
- 201520979349100607
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-07T10:47:54-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752009214 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLA MARLOWE COUTANT & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8150 N CENTRAL EXPRESSWAY STE 1620 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752061986 | 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 | 756045366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH C AND CHARLES S SHARP FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 9722216202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 560397 | AddressLine1Txt |
| City | THE COLONY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH ALTSHULER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9722216202 | PhoneNum |
| Signature | 2015-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES P MARLOWE | PreparerPersonNm |
| PTIN | P00542466 | PTIN |
| Phone | 2143738117 | 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 | $14,552,255 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $536 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $536 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $164,559 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $164,559 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,119,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,244,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,119,622 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $156,708 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $156,708 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,441,425 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,441,425 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $33,916 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $33,916 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,947 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,210 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,737 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,099 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,099 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,537 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,942 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,595 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,822 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,336 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $190,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,073 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,584 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,719,062 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,719,062 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,909,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,073 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,761,646 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,531,706 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,293,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $136,308 | CashBOYAmt |
| Cash EOY | $161,601 | CashEOYAmt |
| Cash EOYFMV | $161,601 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,664,836 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,092,248 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,092,248 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $559 | AcctRcvblAmt |
| Acct Rcvbl BOY | $589 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $559 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $559 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,095,592 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $452,139 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,095,592 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,095,592 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,473,831 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,494,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,153,073 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $496,300 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $320,728 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $319,133 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,634,278 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,281,656 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,714,125 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,192 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,924 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,924 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,864,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,463,164 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,552,255 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $249 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $67,234 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $249 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,234 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,864,224 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,395,930 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,864,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,395,930 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,864,473 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,463,164 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,864,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,531,706 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,395,930 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,395,930 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (73 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 500 BCE INC | 2013-08-20 | 2014-01-31 | $21,015 | $20,444 | $571 | $571 |
| 500 INTEL CORP | 2013-08-20 | 2014-04-16 | $13,412 | $11,355 | $2,057 | $2,057 |
| 750 INTEL CORP | 2013-08-20 | 2014-05-09 | $19,846 | $17,033 | $2,813 | $2,813 |
| 100 PROSHARES TR PROSHARES ULTRASHORT | 2014-05-12 | 2014-05-09 | $2,743 | $2,903 | -$160 | -$160 |
| 600 QUALITY SYSTEMS INC | 2013-04-19 | 2014-04-16 | $9,396 | $10,619 | -$1,223 | -$1,223 |
| 200 ROYAL DUTCH SHELL PLC | 2013-08-20 | 2014-04-16 | $15,990 | $13,342 | $2,648 | $2,648 |
| 100 ROYAL DUTCH SHELL PLC | 2013-08-20 | 2014-05-09 | $8,675 | $6,671 | $2,004 | $2,004 |
| 200 BCE INC | 2012-05-25 | 2014-01-31 | $8,406 | $7,858 | $548 | $548 |
| 400 BCE INC | 2012-05-25 | 2014-05-09 | $17,928 | $15,717 | $2,211 | $2,211 |
| 750 INTEL CORP | 2012-12-07 | 2014-05-09 | $19,846 | $15,142 | $4,704 | $4,704 |
| 100 PAYCHEX INC | 2014-05-09 | $4,071 | $3,128 | $943 | $943 | |
| 1200 QUALITY SYSTEMS INC | 2013-03-27 | 2014-04-16 | $18,792 | $21,593 | -$2,801 | -$2,801 |
| 300 TOTAL SA-SPONSORED ADR | 2011-06-07 | 2014-05-09 | $21,456 | $16,863 | $4,593 | $4,593 |
| 700 WATERFURANCE RENEWABLE ENERGY INC | 2012-06-08 | 2014-05-09 | $15,554 | $11,542 | $4,012 | $4,012 |
| 200 AMERIGAS PARTNERS | 2014-04-16 | $8,824 | $4,657 | $4,167 | $4,167 | |
| 500 AMERIGAS PARTNERS | 2014-05-09 | $22,515 | $11,164 | $11,351 | $11,351 | |
| 1000 AT&T INC | 2014-05-09 | $36,329 | $24,482 | $11,847 | $11,847 | |
| 350 DU PONT E I DE NEMOURS & CO | 2008-12-01 | 2014-01-16 | $22,345 | $8,014 | $14,331 | $14,331 |
| 100 ELI LILLY & CO | 2008-12-01 | 2014-04-16 | $5,979 | $3,183 | $2,796 | $2,796 |
| 500 ELI LILLY & CO | 2014-05-09 | $29,898 | $15,049 | $14,849 | $14,849 | |
| 600 GARMIN LTD | 2014-01-31 | 2014-01-31 | $27,153 | $12,515 | $14,638 | $14,638 |
| 200 GARMIN LTD | 2009-01-06 | 2014-04-16 | $11,124 | $4,172 | $6,952 | $6,952 |
| 200 GARMIN LTD | 2014-05-09 | 2014-05-09 | $11,148 | $3,035 | $8,113 | $8,113 |
| 200 GLAXO SMITHKLINE PLC ADR | 2014-04-16 | $10,548 | $7,468 | $3,080 | $3,080 | |
| 500 GLAXO SMITHKLINE PLC ADR | 2009-03-10 | 2014-05-09 | $27,395 | $13,984 | $13,411 | $13,411 |
| 100 KIMBERLY CLARK CORP | 2014-01-16 | $10,573 | $4,670 | $5,903 | $5,903 | |
| 200 KIMBERLY CLARK CORP | 2014-01-31 | $21,818 | $8,981 | $12,837 | $12,837 | |
| 400 LEGGET & PLATT INCORPORATED | 2014-01-31 | $12,065 | $5,800 | $6,265 | $6,265 | |
| 600 LEGGET & PLATT INCORPORATED | 2008-12-01 | 2014-05-09 | $20,034 | $8,284 | $11,750 | $11,750 |
| 350 MAGELLAN MIDSTREAM PARTNERS LP | 2014-01-17 | $21,945 | $6,616 | $15,329 | $15,329 | |
| 100 MAGELLAN MIDSTREAM PARTNERS LP | 2009-03-10 | 2014-01-31 | $6,636 | $1,790 | $4,846 | $4,846 |
| 300 MAGELLAN MIDSTREAM PARTNERS LP | 2009-03-10 | 2014-05-09 | $23,351 | $5,445 | $17,906 | $17,906 |
| 1000 MAXIM INTEGRATED PRODUCTS INC | 1996-08-28 | 2014-01-31 | $30,215 | $7,563 | $22,652 | $22,652 |
| 600 MAXIM INTEGRATED PRODUCTS INC | 1996-08-28 | 2014-05-09 | $19,072 | $4,538 | $14,534 | $14,534 |
| 200 MERCK & CO INC | 1992-12-31 | 2014-01-16 | $10,492 | $1,235 | $9,257 | $9,257 |
| 800 MERCK & CO INC | 1992-12-31 | 2014-01-31 | $42,450 | $4,939 | $37,511 | $37,511 |
| 600 MICROCHIP TECHNOLOGY INC | 2014-01-17 | $27,811 | $9,068 | $18,743 | $18,743 | |
| 200 MICROCHIP TECHNOLOGY INC | 2009-05-14 | 2014-04-16 | $9,282 | $2,903 | $6,379 | $6,379 |
| 300 MICROCHIP TECHNOLOGY INC | 2009-05-14 | 2014-05-09 | $14,167 | $4,354 | $9,813 | $9,813 |
| 700 PAYCHEX INC | 2014-05-09 | $28,496 | $15,661 | $12,835 | $12,835 | |
| 400 PFIZER INC | 2008-12-01 | 2014-01-31 | $12,170 | $6,239 | $5,931 | $5,931 |
| 600 PFIZER INC | 2014-05-09 | $17,498 | $7,826 | $9,672 | $9,672 | |
| 500 PLAINS ALL AMERICAN PIPELINE | 2009-11-23 | 2014-01-31 | $25,220 | $14,162 | $11,058 | $11,058 |
| 300 PLAINS ALL AMERICAN PIPELINE LP | 2009-11-23 | 2014-05-09 | $17,077 | $8,627 | $8,450 | $8,450 |
| 1000 PROSHARES TR PROSHARES ULTRASHORT | 2014-05-09 | 2014-05-09 | $27,979 | $98,320 | -$70,341 | -$70,341 |
| 900 PROSHARES TR PROSHARES ULTRASHORT | 2014-05-12 | 2014-05-09 | $24,687 | $88,488 | -$63,801 | -$63,801 |
| 400 ROYAL DUTCH SHELL PLC | 2014-05-09 | $34,702 | $18,725 | $15,977 | $15,977 | |
| 350 SUNOCO LOGISTICS PARTNERS | 2009-03-10 | 2014-01-31 | $27,395 | $9,092 | $18,303 | $18,303 |
| 150 SUNOCO LOGISTICS PARTNERS LP | 2009-03-10 | 2014-01-16 | $11,137 | $3,831 | $7,306 | $7,306 |
| 300 VERIZON COMMUNICATIONS INC | 2008-12-01 | 2014-01-31 | $14,423 | $8,714 | $5,709 | $5,709 |
| 400 VERIZON COMMUNICATIONS INC | 2014-05-09 | $19,301 | $10,671 | $8,630 | $8,630 | |
| 4700 KINDER MORGAN INC | 2013-09-04 | 2014-02-04 | $157,906 | $172,916 | -$15,010 | -$15,010 |
| 1000 MOSAIC CO | 2013-07-30 | 2014-02-10 | $46,776 | $42,209 | $4,567 | $4,567 |
| 45000 PENNEY J C INC | 2013-08-09 | 2014-07-01 | $45,450 | $40,725 | $4,725 | $4,725 |
| 1200 APPLE INC | 2012-12-14 | 2014-06-24 | $109,678 | $87,675 | $22,003 | $22,003 |
| 400 CHECK POINT SOFTWARE TECH LTD | 2010-06-29 | 2014-03-18 | $27,568 | $18,297 | $9,271 | $9,271 |
| 2400 CISCO SYS INC | 2006-08-08 | 2014-06-24 | $58,947 | $52,877 | $6,070 | $6,070 |
| 2700 CISCO SYS INC | 2006-08-08 | 2014-06-24 | $66,540 | $47,151 | $19,389 | $19,389 |
| 13500 CISCO SYS INC | 2014-07-16 | $350,325 | $224,516 | $125,809 | $125,809 | |
| 2000 ENERGY TRANSFER EQUITY LP | 2006-03-01 | 2014-06-24 | $109,692 | $35,920 | $73,772 | $73,772 |
| 2500 ENTERPRISE PRODS PARTNERS LP | 1999-11-19 | 2014-06-24 | $191,977 | $25,632 | $166,345 | $166,345 |
| 1300 EXXON MOBIL CORP | 2007-08-22 | 2014-02-04 | $116,737 | $82,509 | $34,228 | $34,228 |
| 500 EXXON MOBIL CORP | 2014-04-15 | $48,760 | $31,667 | $17,093 | $17,093 | |
| 400 EXXON MOBIL CORP | 2007-08-22 | 2014-06-24 | $41,423 | $24,340 | $17,083 | $17,083 |
| 60 GOOGLE INC | 2011-06-17 | 2014-06-24 | $34,278 | $15,356 | $18,922 | $18,922 |
| 260000 JAKKS PAC INC CONV UNSECD SR NT 4.500% 11/01/14 | 2014-11-04 | $260,000 | $249,175 | $10,825 | $10,825 | |
| 1500 NOBLE ENERGY INC | 1999-10-29 | 2014-06-24 | $117,251 | $9,534 | $107,717 | $107,717 |
| 700 ORACLE CORP | 2014-02-04 | $25,129 | $16,475 | $8,654 | $8,654 | |
| 3000 ORACLE CORP | 2008-06-24 | 2014-06-24 | $123,543 | $67,531 | $56,012 | $56,012 |
| 600 ORACLE CORP | 2008-06-24 | 2014-06-24 | $24,613 | $13,506 | $11,107 | $11,107 |
| 215000 PENNEY J C INC | 2012-12-06 | 2014-07-01 | $217,150 | $206,400 | $10,750 | $10,750 |
| 1400 QUALCOMM INC | 1998-01-14 | 2014-06-24 | $111,298 | $4,064 | $107,234 | $107,234 |
| 400 SOUTHWESTERN ENERGY CO | 2007-08-22 | 2014-06-24 | $18,612 | $7,465 | $11,147 | $11,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,119,622 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,630,373 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,865,457 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.126725 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,142,609 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,130,742 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087018 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,549,719 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,114,508 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.109796 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,050,163 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,242,376 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.134504 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,526,903 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,107,558 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.108233 | DistributionYr5Rt |
| Total Distribution | 0.566276 | TotalDistributionRt |
| Average Distribution | 0.113255 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,142,075 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,488,406 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,934 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,501,340 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,761,646 | 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 | $12,934 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,934 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,934 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,924 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,924 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,990 | OverpaymentAmt |
| Applied To ES Tax | $2,990 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENN DAVIS MCFARLAND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2148712772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 COLE AVE STE 504 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RUTH SHARP ALTSHULER | ||||||||
| LB 24 2626 COLE AVE | DALLAS | TX | 75204 | PRESIDENT & DIRECTOR | 4.00 | $0 | $0 | $0 |
| SALLY S HARRIS | ||||||||
| LB 24 2626 COLE AVE | DALLAS | TX | 75204 | VICE PRESIDENT & DIRECTOR | 4.00 | $0 | $0 | $0 |
| SUSAN F SHARP | ||||||||
| LB 24 2626 COLE AVE | DALLAS | TX | 75204 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,314,473 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,027,735 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,342,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,342,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,142,075 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $657,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $657,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,934 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $929 | IncomeTaxAmt |
| Total Tax | $13,863 | TotalTaxAmt |
| Distributable Before Adj | $643,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $643,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $643,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,761,646 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,761,646 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,934 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,748,712 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $643,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $831,301 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,311,322 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $854,110 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $492,229 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,019,289 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,508,251 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,761,646 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $643,241 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,118,405 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,626,656 | 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 | $831,301 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,795,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,311,322 | ExcessFromYear4Amt |
| Excess From Year3 | $854,110 | ExcessFromYear3Amt |
| Excess From Year2 | $492,229 | ExcessFromYear2Amt |
| Excess From Year1 | $1,019,289 | ExcessFromYear1Amt |
| Excess From Current Year | $1,118,405 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (134 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN AMERICAN MUSEUM | ||||||||
| 3536 GRAND AVE | DALLAS | TX | 75210 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| ALBERT SCHWEITZER FOUNDATION | ||||||||
| 109 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| ALDREDGE HOUSE FOUNDATION PRESERVATION | ||||||||
| 5500 SWISS AVE | DALLAS | TX | 75214 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| ALL STARS PROJECT OF DALLAS | ||||||||
| 1835 YOUNG ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| ALLEY'S HOUSE | ||||||||
| 4113 JUNIUS ST | DALLAS | TX | 75246 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $3,000 | |
| AMERICAN RED CROSS | ||||||||
| 4800 HARRY HINES BLVD | DALLAS | TX | 75235 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $20,000 | |
| ANGUILLA PROGRESSIVE ASSOCIATION OF NY | ||||||||
| 579 MINEOLA AVE CARLE PL | NEW YORK | NY | 11514 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| ANITA MARTINEZ BALLET FOLKORIECO | ||||||||
| 4422 LIVE OAK ST | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| ARTREACH | ||||||||
| 2800 N HENDERSON AVE | DALLAS | TX | 75206 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $200 | |
| AT & T PERFORMING ARTS CENTER | ||||||||
| 2403 FLORA ST STE 500 | DALLAS | TX | 01230 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $7,500 | |
| ATTITUDES & ATTIRE | ||||||||
| 2050 N STEMMONS FWY | DALLAS | TX | 75207 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,500 | |
| AVANCE | ||||||||
| 2060 SINGLETON BLVD STE 103 | DALLAS | TX | 75212 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| BAYLOR HEALTH CARE FOUNDATION | ||||||||
| 3500 GASTON AVE | DALLAS | TX | 75246 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $65,000 | |
| BERKSHIRE PLAYWRIGHTS LAB | ||||||||
| PO BOX 118 | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,404 | |
| BERKSHIRE SOUTH COMMUNITY CENTER | ||||||||
| CRISSEY RD | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| BROTHER BILLS HELPING HAND | ||||||||
| 3906 N WESTMORELAND RD | DALLAS | TX | 75212 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| CAMP SUMMIT | ||||||||
| 17210 CAMPBELL RD STE 180 | DALLAS | TX | 75252 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| C C YOUNG | ||||||||
| 4847 W LAWTHER DR STE 100 | DALLAS | TX | 75214 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| CENTER FOR BRAIN HEALTH | ||||||||
| 2200 W MOCKINGBIRD LN | DALLAS | TX | 75235 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| CHIAPAS INTERNATIONAL | ||||||||
| 2284 VANTAGE ST | DALLAS | TX | 75207 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| CHILDREN AT RISK | ||||||||
| 3625 N HALL ST STE 760 | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| CHRIST CHURCH | ||||||||
| 6500 FREDERICA RD | ST SIMONS ISLAND | GA | 31522 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 1422 EUCLID AVE STE 1300 | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| COLLIER CARES | ||||||||
| 2335 TAMIAMI TR STE 504 | NAPLES | FL | 34103 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $25,000 | |
| CONTACT CRISIS LINE | ||||||||
| PO BOX 800742 | DALLAS | TX | 75380 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| CRESCENDO INC | ||||||||
| PO BOX 245 | LAKEVILLE | CT | 06039 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| CROW COLLECTION OF ASIAN ART | ||||||||
| 2010 FLORA ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| CRYSTAL CHARITY BALL | ||||||||
| 30 1/2 HIGHLAND PARK VILLAGE STE | DALLAS | TX | 75205 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $15,000 | 206 |
| DALLAS ALUMNAE CLUB OF PI BETA PHI | ||||||||
| 1154 TOWN COUNTRY COMMON DR | TOWN COUNTRY | MO | 63017 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $100 | |
| DALLAS ARBORETUM | ||||||||
| 8525 GARLAND RD | DALLAS | TX | 75218 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| DALLAS BAPTIST UNIVERSITY | ||||||||
| 3000 MONUTAIN CRREK PKY | DALLAS | TX | 75211 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $35,000 | |
| DALLAS CHILDREN'S ADVOCACY | ||||||||
| 5351 SAMUEL BLVD | DALLAS | TX | 75228 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| DALLAS FURNITURE BANK | ||||||||
| 1417 UPFIELD DR | CARROLLTON | TX | 75006 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| DALLAS HERITAGE VILLAGE | ||||||||
| 1515 HARWOOD ST | DALLAS | TX | 75215 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,250 | |
| DALLAS HISTORICAL SOCIETY | ||||||||
| 3939 GRAND AVE | DALLAS | TX | 75210 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| DALLAS MUSEUM OF ART | ||||||||
| 1717 N HARWOOD ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $15,000 | |
| DALLAS SUMMER MUSICALS | ||||||||
| 909 1ST AVE | DALLAS | TX | 75210 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $22,500 | |
| DALLAS SYMPHONY ORCHESTRA | ||||||||
| 2301 FLORA ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| DALLAS THEATER CENTER | ||||||||
| 2400 FLORA ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| DALLAS WOMEN'S CLUB FOUNDATION | ||||||||
| 8150 N CENTRAL EXPY | DALLAS | TX | 75206 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| DALLAS ZOOLOGICAL SOCIETY | ||||||||
| 650 S RL THORTON FWY | DALLAS | TX | 75203 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,500 | |
| DALLLAS COUNTY MEDICAL SOCIETY ALLIANCE | ||||||||
| 5500 SWISS AVE | DALLAS | TX | 75214 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $80 | |
| EDUCATIONAL OPPORTUNITIES INC | ||||||||
| 8350 N CENTRAL EXPY | DALLAS | TX | 75206 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| EQUEST | ||||||||
| 3800 TROY RD | WYLIE | TX | 75098 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,500 | |
| FAMILY GATEWAY | ||||||||
| 600 JACKSON ST | DALLAS | TX | 75202 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| FOUNDATION FOR RESPONSIBLE TELEVISION | ||||||||
| 2904 FLOYD ST | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| FRIEDMAN & FEIGER FOUNDATION | ||||||||
| 5301 SPING VALLEY RD STE 200 | DALLAS | TX | 75254 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| FRIENDS OF KERA | ||||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| FRIENDS OF AMERICAN UNIVERSITY OF AFGHANISTAN | ||||||||
| 1901 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $15,000 | |
| INTERFAITH HOUSING COALITION | ||||||||
| 5600 ROSS AVE | DALLAS | TX | 75206 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| FRIENDS OF DALLAS PUBLIC LIBRARY | ||||||||
| 1515 YOUNG ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,000 | |
| FRIENDS OF FAIR PARK | ||||||||
| 1121 1ST AVE | DALLAS | TX | 75210 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| FRIENDS OF THE DALLAS POLICE DEPARTMENT | ||||||||
| 12455 WOOD MANOR CR | DALLAS | TX | 75234 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| GALAXY COUNSELING CENTER | ||||||||
| 1025 S JUPITER RD | GARLAND | TX | 75042 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| GENESIS ALLIANCE | ||||||||
| 10805 WALNUT HILL LN | DALLAS | TX | 75238 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $100 | |
| GENESIS WOMEN'S SHELTER | ||||||||
| 4411 LEMMON AVE STE 201 | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $20,000 | |
| GIRL SCOUTS OF NORTHEAST TEXAS | ||||||||
| 6001 SUMMERSIDE DR STE 101 | DALLAS | TX | 75252 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $15,000 | |
| GIRLS INC | ||||||||
| 2040 EMPIRE CENTRAL DR | DALLAS | TX | 75235 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| GOLDEN GATES FUNERAL HOME | ||||||||
| 4155 S RL THORNTON FWY | DALLAS | TX | 75224 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $3,600 | |
| GRACE UNITED METHODIST CHURCH | ||||||||
| 4105 JUNIUS ST | DALLAS | TX | 75246 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| HAVE JUSTICE WILL TRAVEL INC | ||||||||
| 9580 VERMONT RT 113 | VERSHIRE | VT | 05079 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| HERE | ||||||||
| 145 SIXTH AVE | NY | NY | 10013 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| HIGHLAND PARK UNITED METHODIST CHURCH | ||||||||
| 3300 MOCKINGBIRD LN | DALLAS | TX | 75205 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $100,000 | |
| HOCKADAY SCHOOL | ||||||||
| 11600 WELCH RD | DALLAS | TX | 75229 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $15,000 | |
| INDEPENDENT INSTITUTE | ||||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| IN-SYNC EXOTICS | ||||||||
| PO BOX 968 | WYLIE | TX | 75098 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $65,000 | |
| INTERFAITH HOUSING COALITION | ||||||||
| 5600 ROSS AVE | DALLAS | TX | 75206 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| JR LEAGUE OF DALLAS | ||||||||
| 8003 INWOOD RD | DALLAS | TX | 75209 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $3,500 | |
| JULIETTE FOWLER COMMUNITIES | ||||||||
| 1234 ABRAMS RD | DALLAS | TX | 75214 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| LAUNCHABILITY | ||||||||
| 4350 SIGMA RD STE 100 | DALLAS | TX | 75244 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| LIBRARY OF CONGRESS | ||||||||
| 101 INDEPENDENCE AVE SE | WASHINGTON | DC | 20540 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $25,000 | |
| EAST DALLAS COMMUNITY SCHOOL | ||||||||
| 924 WAYNE ST | DALLAS | TX | 75223 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| MAHAUVE ARTS CENTER | ||||||||
| 14 CASTLE ST | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 6655 DESEO | IRVING | TX | 75039 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| MEADOWS MUSEUM | ||||||||
| 5400 BISHOP BLVD | DALLAS | TX | 75205 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $26,000 | |
| MENTAL HEALTH AMERICA OF GREATER DALLAS | ||||||||
| 624 N GOOD LATIMER EXPY | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| METHODIST HEALTH SYSTEM FOUNDATION | ||||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| METROCARE SERVICES | ||||||||
| 1380 RIVER BEND DR | DALLAS | TX | 75247 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| NASHER SCULPTURE CENTER | ||||||||
| 2001 FLORA ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| NEW FRIENDS NEW LIFE | ||||||||
| PO BOX 192378 | DALLAS | TX | 75209 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| NON-GALA EVENT | ||||||||
| 4113 STANHOPE | DALLAS | TX | 75205 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| NORTH TEXAS FOOD BANK | ||||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75236 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $7,500 | |
| NORTHHAVEN UNITED METHODISTCHURCH | ||||||||
| 11211 PRESTON RD | DALLAS | TX | 75230 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| NOTRE DAME SCHOOL | ||||||||
| 2018 ALLEN ST | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $6,000 | |
| OUR FRIENDS PLACE | ||||||||
| 2501 OAK LAWN AVE | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| PARTNERS FOR SACRED PLACES | ||||||||
| 6040 CAMP BOWIE BLVD STE 62 | FT WORTH | TX | 76116 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,500 | |
| PEACEMAKERS INC | ||||||||
| 4015 NORMANDY AVE | DALLAS | TX | 75205 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| PEROT MUSEUM OF NATURE & SCIENCE L | ||||||||
| 2201 N FIELD ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| PHOENIX HOUSE | ||||||||
| 2345 REAGAN ST | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $15,000 | |
| PI BETA PHI FOUNDATION | ||||||||
| 1154 TOWN COUNTRY COMMON DR | TOWN COUNTRY | MO | 63017 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| PLANNED LIVING ASSISTANCE NETWORK (PLAN) | ||||||||
| 13151 EMILY RD STE 240 | DALLAS | TX | 75240 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $20,000 | |
| PLANNED PARENTHOOD | ||||||||
| 7424 GREENVILLE AVE STE 206 | DALLAS | TX | 75231 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| REDEEMER SEMINARY | ||||||||
| 6060 N CENTRAL EXPY STE 700 | DALLAS | TX | 75206 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $8,000 | |
| RESOURCE CENTER DALLAS FOUNDATION | ||||||||
| 2701 REAGAN ST | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $12,500 | |
| RONALD MCDONALD HOUSE OF DALLAS | ||||||||
| 4707 BENGAL ST | DALLAS | TX | 75235 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| SMWRIGHT FOUNDATION | ||||||||
| 9213 SOVEREIGN ROW | DALLAS | TX | 75247 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| SALVATION ARMY | ||||||||
| 5554 HARRY HINES BLVD | DALLAS | TX | 75235 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $113,000 | |
| SALVATION ARMY NATIONAL ADVISORY BOARD | ||||||||
| 615 SLATERS LN | ALEXANDRIA | VA | 22313 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| SALVATION ARMY OF GREATER NEW YORK | ||||||||
| 120 W 14TH ST | NEW YORK | NY | 10011 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $45,000 | |
| SALVATION ARMY WOMEN'S AUXILIARY | ||||||||
| PO BOX 36026 | DALLAS | TX | 75235 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,250 | |
| SAMMONS CENTER FOR THE ARTS | ||||||||
| 3636 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| THE SENIOR SOURCE | ||||||||
| 3910 HARRY HINE BLVD | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| SOUTHERN METHODIST UNIVERSITY | ||||||||
| 6425 BOAZ LN | DALLAS | TX | 75205 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $355,833 | |
| SOUTHERN METHODIST UNIVERSITY GODBY LECTURE SERIES | ||||||||
| 6425 BOAZ LN | DALLAS | TX | 75205 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| SOUTHWEST JEWISH CONGRESS | ||||||||
| 11311 N CENTRAL EXPY | DALLAS | TX | 75243 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| ST LUKE AME CHURCH | ||||||||
| 521 W AVE E | GARLAND | TX | 75040 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $7,100 | |
| ST PHILLIPS SCHOOL & COMMUNITY CENTER | ||||||||
| 1600 PENNSYLVANIA AVE | DALLAS | TX | 75215 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| SUICIDE & CRISIS CENTER OF NORTH TEXAS | ||||||||
| 2808 SWISS AVE | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| SWEETHEART BALL | ||||||||
| 3318 BEVERLY DR | DALLAS | TX | 75205 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| T BAR M RACQUET CLUB | ||||||||
| 6060 DILBECK LN | DALLAS | TX | 75240 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $3,800 | |
| TABNERACLE BAPTIST CHURCH | ||||||||
| 3403 MCBROOM ST | DALLAS | TX | 75212 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| TACA BOARD OF GOVERNORS | ||||||||
| 1722 ROUTH ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| TEACH FOR AMERICA | ||||||||
| 600 N PEARL ST STE 2300 | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $10,000 | |
| THE ALBERT SCHWEITZER FELLOWSHIP | ||||||||
| 109 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| THE DALLAS WOMEN'S FORUM | ||||||||
| 4607 ROSS AVE | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| THE FAMILY PLACE | ||||||||
| 11722 MARSH LN STE 354 | DALLAS | TX | 75229 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,000 | |
| THE MOUNT | ||||||||
| 2 PLUNKETT ST | LENOX | MA | 01240 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $1,500 | |
| THE SIXTH FLOOR MUSEUM AT DEALY PLAZA | ||||||||
| 411 ELM ST | DALLAS | TX | 75202 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $500 | |
| THE STEWPOT ALLIANCE | ||||||||
| 1835 YOUNDG ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| THEATER THREE | ||||||||
| 2800 ROUTH ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $5,000 | |
| TRINITY LIME ROCK EPISCOPAL CHURCH | ||||||||
| 484 LIME ROCK RD | LAKEVILLE | CT | 06039 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $6,000 | |
| UNITED WAY OF METROPOLITAN DALLAS | ||||||||
| 1800 N LAMAR ST | DALLAS | TX | 75202 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $100,000 | |
| UNIVERSITY OF TEXAS AT DALLAS | ||||||||
| 800 W CAMPBELL RD | RICHARDSON | TX | 75080 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $25,000 | |
| UNIVERSITY OF TEXAS SOUTHWESTERN | ||||||||
| 1801 INWOOD RD | DALLAS | TX | 75235 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $50,020 | |
| UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL FOUNDATION | ||||||||
| 3963 MAPLE AVE STE 100 | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| VETERAN OF FORIGEN WARS | ||||||||
| 9179 GARLAND RD | DALLAS | TX | 75218 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $200 | |
| VICKERY MEADOW LEARNING CENTER | ||||||||
| 6329 RIDGECREST RD | DALLAS | TX | 75231 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| VISITING NURSES ASSOCIATION | ||||||||
| 1600 VICEROY DR STE 400 | DALLAS | TX | 75235 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $46,000 | |
| VOLUNTEER CENTER OF N TEXAS | ||||||||
| 2800 LIVE OAK ST | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $20,000 | |
| WOMEN ACTION & THE MEDIA | ||||||||
| 7 TEMPLE ST | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $375 | |
| WILKINSON CENTER | ||||||||
| 5200 BRYAN ST | DALLAS | TX | 75206 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $7,500 | |
| WORLD AFFAIRS COUNCIL | ||||||||
| 325 N ST PAUL ST STE 4200 | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $250 | |
| YWCA | ||||||||
| 4144 N CENTRAL EXPY STE 580 | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT CHARITABLE ACTIVITIES | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,719,062 | 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 | $536 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,559 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $149,945 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,763 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,119,622 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $149,945 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,291,480 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,441,425 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHARLES S SHARP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 COLE AVE STE 540 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,947 | Amt |
| Net Investment Income | $8,210 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,737 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US CORPORATE BONDS | BondNm |
| EOY Book Value | $320,728 | EOYBookValueAmt |
| EOYFMV | $319,133 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US CORPORATE SECURITIES | StockNm |
| EOY Book Value | $3,494,856 | EOYBookValueAmt |
| EOYFMV | $6,153,073 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FOREIGN CORPORATE SECURITIES | AT COST | $2,244,797 | $2,589,593 |
| PASS-THROUGH INVESTMENTS | AT COST | $36,859 | $2,124,532 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX DEPOSITS | Desc |
| BOY Book Value | $6,192 | BOYBookValueAmt |
| EOY Book Value | $15,924 | EOYBookValueAmt |
| EOYFMV | $15,924 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $3,336 | $0 | $3,336 |
| INVESTMENT EXPENSES | $10,822 | $10,822 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PASS-THROUGH INVESTMENTS | $149,945 | $149,945 | $149,945 |
| PIONEER NATURAL RESRC USA INC, NET | $8,329 | $8,329 | $8,329 |
| ASSET BASIS ADJUSTMENTS | -$1,566 | -$1,566 | -$1,566 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS-THROUGH INVESTMENT NEGATIVE CAPITAL BALANCE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $67,234 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANGEMENT FEES | CategoryTxt |
| Amt | $108,099 | Amt |
| Net Investment Income | $108,099 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES PAID ON FOREIGN INVESTMENT INCOME | $4,237 | $4,237 | $0 |
| TAXES PAID ON ROYALTY PROPERTY | $247 | $247 | $0 |
| EXCISE TAX | $16,458 | $16,458 | $0 |
| PAYROLL TAXES | $2,595 | $0 | $2,595 |
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