BETA

GAYDEN FAMILY FOUNDATION TR: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
GAYDEN FAMILY FOUNDATION TR (EIN 75-6563143)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-21
IRS object ID
201522029349100762
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-07-21T16:19:01-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 4000AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN756563143EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Gayden Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% STACY BROCKInCareOfNm
Business Name ControlGAYDBusinessNameControlTxt
Phone9727018377PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113727 Noel RoadAddressLine1Txt
Address Line2Suite 1200AddressLine2Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75240ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM K GAYDENPersonNm
Person TitleTrusteePersonTitleTxt
Phone9727018377PhoneNum
Signature2015-07-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER LYNCHPreparerPersonNm
PTINP01255855PTIN
Phone3176817436PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,076,026FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,442,070ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$245InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$245InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$696,401DividendsRevAndExpnssAmt
Dividends Net Invst Incm$696,401DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,563,261NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,343,367GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,563,261CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,701,977TotalRevAndExpnssAmt
Total Net Invst Incm$2,259,907TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,685OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,685OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$39,391TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15,391TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$51,576TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,826TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,877,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,877,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,929,326TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,826TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,880,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,772,651ExcessRevenueOverExpensesAmt
Net Investment Income$2,235,081NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,100,921SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,331,567SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,331,567SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$31,267,118OtherInvestmentsBOYAmt
Other Investments EOY$33,744,459OtherInvestmentsEOYAmt
Other Investments EOYFMV$33,744,459OtherInvestmentsEOYFMVAmt
Total Assets BOY$33,368,039TotalAssetsBOYAmt
Total Assets EOY$36,076,026TotalAssetsEOYAmt
Total Assets EOYFMV$36,076,026TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$33,368,039CapitalStockBOYAmt
Capital Stock EOY$36,076,026CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$33,368,039TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,076,026TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$33,368,039TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,076,026TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,368,039TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,772,651ExcessRevenueOverExpensesAmt
Other Increases$1,269,162OtherIncreasesAmt
Subtotal$37,409,852SubtotalAmt
Other Decreases$1,333,826OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$36,076,026TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TOTAL LONG TERM CAPITAL GAIN$2,986,765$1,420,092$1,566,673$1,566,673
TOTAL SHORT TERM CAPITAL GAIN$356,602$360,014-$3,412-$3,412
FieldValueIRS element (for citing)
Capital Gain Net Income$1,563,261CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,541,300AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$31,481,364NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048959DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,167,747AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$24,519,112NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047626DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,132,469AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$22,631,631NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050039DistributionYr3Rt
Adjusted Qlfy Distri Yr4$926,663AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$18,970,552NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048847DistributionYr4Rt
Adjusted Qlfy Distri Yr5$460,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,477,153NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.031774DistributionYr5Rt
Total Distribution0.227245TotalDistributionRt
Average Distribution0.045449AverageDistributionRt
Net Vl Noncharitable Assets$34,543,786NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,569,981AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$22,351NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,592,332AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,880,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$22,351InvestmentIncomeExciseTaxAmt
Subtotal$22,351SubtotalAmt
Tax Based On Investment Income$22,351TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$25,531EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$25,531TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$3,180OverpaymentAmt
Applied To ES Tax$3,180AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STACY BROCKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9726281678PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113727 NOEL ROAD SUITE 1200AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75240ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM K GAYDEN
13727 NOEL ROAD 1200DALLASTX75240CO-TRUSTEE1.0$0$0$0
CYNTHIA N GAYDEN
13727 NOEL ROAD 1200DALLASTX75240CO-TRUSTEE1.0$0$0$0
ELIZABETH G WILLIAMS
13727 NOEL ROAD 1200DallasTX75240CO-TRUSTEE1.0$0$0$0
KATHERINE G KEENAN
13727 NOEL ROAD 1200DallasTX75240CO-TRUSTEE1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$32,538,423AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,531,410AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,069,833TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$35,069,833AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$526,047CashDeemedCharitableAmt
Net Vl Noncharitable Assets$34,543,786NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,727,189MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,727,189MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,351TaxBasedOnInvestmentIncomeAmt
Total Tax$22,351TotalTaxAmt
Distributable Before Adj$1,704,838DistributableBeforeAdjAmt
Distributable Before Ded$1,704,838DistributableBeforeDedAmt
Distributable As Adjusted$1,704,838DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,880,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,880,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$22,351PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,858,149AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,704,838DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$28,081ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,297ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$40,378TotalExcessDistributionCyovAmt
Qualifying Distributions$1,880,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,704,838AppliedToCurrentYearAmt
Remaining Distri From Corpus$175,662RemainingDistriFromCorpusAmt
Total Corpus$216,040TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$216,040ExcessDistriCyovToNextYrAmt
Excess From Year3$28,081ExcessFromYear3Amt
Excess From Year2$12,297ExcessFromYear2Amt
Excess From Current Year$175,662ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM K GAYDENContributingManagerNm
Contributing ManagerCYNTHIA N GAYDENContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION GREATER DALLAS CHAPTER
4144 N CENTRAL EXPRESSWAYSUITE 750DALLASTX75204NONEPCGENERAL FUNDING$10,000
AUSTIN PRESBYTERIAN THEOLOGICAL SEMINARY
100 EAST 27TH STREETAUSTINTX78705NONEPCWEAVING PROMISE & PRACTICE INTO MINISTRY CAMPAIGN$650,000
AUSTIN STREET SHELTER
PO Box 710729DALLASTX75371NONEPCGENERAL FUNDING$10,000
Bo's Place
10050 Buffalo SpeedwayHoustonTX77054NONEPCGeneral Funding$5,000
CASETA
PO Box 667487HoustonTX77266NONEPCGENERAL FUNDING$5,000
CHILDREN'S MEDICAL CENTER
2777 STEMMONS FREEWAYSTE 1025DALLASTX75207NONEPCGENERAL FUNDING/FOOD ALLERGY RESEARCH$160,000
DALLAS CASA
2815 GASTON AVENUEDALLASTX75226NONEPCGENERAL FUNDING$15,000
THE DALLAS WOMAN'S CLUB FOUNDATION
7000 PARK LANEDALLASTX75225NONEPCSCHOLARSHIP$5,000
FOOD ALLERGY & ANAPHYLAXIS NETWORK
7925 JONES BRANCH DRSUITE 1100MCLEANVA22102NONEPCGENERAL FUNDING$25,000
GENESIS WOMAN'S SHELTER
4411 Lemmon Ave Ste 201DALLASTX75219NONEPCGENERAL FUNDING$30,000
HIGHLAND PARK PRESBYTERIAN CHURCH
3821 UNIVERSITY BLVDDALLASTX75205NONEPCGENERAL FUNDING$200,000
HOCKADAY SCHOOL
11600 WELCH ROADDALLASTX75229NONEPCANNUAL FUND$1,750
HUMANE SOCIETY OF NORTH TEXAS
1840 EAST LANCASTERFORT WORTHTX76103NONEPCGENERAL FUNDING$15,000
INTOUCH MINISTRIES
PO BOX 620362ATLANTAGA30362NONEPCGENERAL FUNDING$10,000
Make a Wish Foundation of the Texas Gulf Coast
Louisiana1604 BissonnetHOUSTONTX77005NONEPCGENERAL FUNDING$5,000
NATIONAL ECZEMA ASSOCIATION
4460 REDWOOD HIGHWAYSuite 16 - Box DSAN RAFAELCA949031953NONEPCGENERAL FUNDING$25,000
Nehemiah Center Inc
5015 FanninHoustonTX77004NONEPCGENERAL FUNDING$10,000
North Texas Food Bank
4500 S Cockrell Hill RdDallasTX75236NonePCGeneral Funding$25,000
Operation Kindness
3201 Earhart DriveCarrolltonTX75006NonePCGeneral Funding$15,000
PANHANDLE PLAINS HISTORICAL SOCIETY
2503 FOURTH AVENUEWTAMU Box 60967CANYONTX79016NONEPCMUSEUM$26,000
PRESBYTERIAN SCHOOL
5300 MAIN STREETHOUSTONTX77004NONEPCGENERAL FUNDING$25,000
SALVATION ARMY
8787 N Stemmons FreewaySUITE 800DALLASTX75247NONEPCGENERAL FUNDING$200,000
SPCA OF TEXAS
2400 LONE STAR DRDALLASTX75212NONEPCGENERAL FUNDING$10,000
THE STEWPOT
408 PARK AVENUEDALLASTX75201NONEPCGENERAL FUNDING$25,000
STRAYDOG INC
PO BOX 1465GUN BARREL CITYTX75147NONEPCGENERAL FUNDING$25,000
TRINITY RIVER AUDUBON CENTER
6500 GREAT TRINITY FOREST WAYDALLASTX75217NONEPCGENERAL FUNDING$20,000
UNITED WAY OF METROPOLITAN DALLAS INC
901 ROSS AVENUEDALLASTX75202NONEPCGENERAL FUNDING$15,000
VISITING NURSES ASSOCIATION
1440 W MOCKINGBIRD LANESUITE 500DALLASTX752474929NONEPCMEALS ON WHEELS$25,000
VOICE OF HOPE
4120 GENTRY DRIVEDALLASTX75212NONEPCGENERAL FUNDING$5,000
YOUTH BELIEVING IN CHANGE
8574 STULTS ROADDALLASTX75243NONEPCGENERAL FUNDING$30,000
Trinity Christian Academy
17480 Dallas Pkwy Ste 115DallasTX75287NONEPCGeneral Funding$20,000
CAMPUS CRUSADE FOR CHRIST
PO BOX 628222ORLANDOFL32832NONEPCGENERAL FUNDING$2,500
CARNEGIE INSTITUTION OF WASHINGTON
1530 P STREET NWWASHINGTONDC20005NONEPCGENERAL FUNDING/RICHARD MESERVE PUBLIC SERVICE AWARD FUND$35,000
CRYSTAL CHARITY BALL
3838 OAK LAWN AVESTE L150DALLASTX75219NONEPCCAFE MOMENTUM$15,000
DOCTORS WITHOUT BORDERS USA
PO BOX 5030HAGERSTOWNMD217415030NONEPCGENERAL FUNDING$10,000
EPISCOPAL HIGH SCHOOL
4650 BISSONNETBELLAIRETX77401NONEPCGENERAL FUNDING$10,000
JONATHAN'S PLACE
PO BOX 140085DALLASTX75214NONEPCGENERAL FUNDING$5,000
KAPPA ALPHA THEATA FOUNDATION
8740 FOUNDERS RDINDIANAPOLISIN46268NONEPCEDUCATIONAL SCHOLARSHIP/ENDOWMENT FUND$100,000
PASTORAL COUNSELING CENTER
4525 LEMMON AVESTE 200DALLASTX75219NONEPCGENERAL FUNDING$2,500
PATAGONIAN LAND CONSERVATION TRUST
225 N NINTH STREETSUITE 810BOISEID83702NONEPCGENERAL FUNDING$10,000
THE SENIOR SOURCE
3910 HARRY HINES BLVDDALLASTX75219NONEPCGENERAL FUNDING$1,000
TEXAS ART COLLECTORS ORGANIZATION TACO
6466 MEADOW ROADDALLASTX75230NONEPCEXHIBITION PUBLICATION/GRAUER RESEARCH & PUBLICATION ENDOWMENT$19,000
DALLAS MUSEUM OF ART
1717 NORTH HARWOODDALLASTX75201NONEPCEARLY TEXAS ART RESEARCH ASSOCIATE$15,000
ART MUSEUM OF SOUTH TEXAS
1902 N SHORELINECORPUS CHRISTITX78401NONESO IEXHIBITION CATALOG$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,877,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$245ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$696,401ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,563,261ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,259,907ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,259,907TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMr Mrs WILLIAM K GAYDENContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16230 DELOACHE AVENUEAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,442,070TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
110,000 Shrs CH Robinson Worldwide, Inc.$564,2002014-01-08
111,000 Shrs Cenovus Energy$294,8552014-01-22
13,000 Shrs Wabtec$224,2652014-05-21
110,000 Shrs Sigma Aldrich$1,358,7502014-10-08

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$5,500Amt
Net Investment Income$2,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,750DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD SMALL CAP$835,098$835,098
DODGE & COX INTERNATIONAL$1,962,790$1,962,790
CAPITAL COUNSEL$2,201,570$2,201,570
TIFF$1,709,109$1,709,109
FIDELITY SPARTAN 500$2,713,954$2,713,954
FIDELITY SPARTAN INTL$4,581,706$4,581,706
DFA US SMALL CAP$2,086,691$2,086,691
DFA EMERGING MARKETS VALUE$333,903$333,903
DFA INTERNATIONAL SMALL CAP$206,621$206,621
ISHARES S&P 500$900,919$900,919
VANGUARD INSTITUTIONAL$13,094,733$13,094,733
BLACKROCK$3,117,365$3,117,365

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BASIS ADJUSTMENT ON CONTRIBUTED STOCK$1,333,827
ACCRUED INCOME-$1

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED BOOK GAIN ON STOCKDesc
Amt$1,269,162Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$6,685Amt
Net Investment Income$6,685NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX WITHHOLDING$15,391$15,391
FEDERAL TAX PAYMENTS$24,000

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