JANE BOSART FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JANE BOSART FOUNDATION (EIN 20-5804177)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-18
- IRS object ID
- 201522309349100712
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-18T11:53:30-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRON A PARKER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SOUTH CENTER STREET | AddressLine1Txt |
| City | FORNEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75126 | 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 | 205804177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE BOSART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 2143439119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8525 FERNDALE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG KENNY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2143439119 | PhoneNum |
| Signature | 2015-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BYRON A PARKER CPA | PreparerPersonNm |
| Phone | 9725640247 | PhoneNum |
| Preparation | 2015-08-18 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $2,640,155 | 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 | $362,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $38,549 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,549 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,013 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,013 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $398,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,536 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $257 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,367 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,367 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,624 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $334,424 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,286 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $350,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,853 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,243,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,816,686 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,524,404 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $45,277 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $49,898 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,593,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,927,816 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,640,155 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,593,392 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,927,816 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,593,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,927,816 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,593,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,927,816 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,593,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $334,424 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,927,816 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,927,816 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,990 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,512,416 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073386 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,450 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $519,986 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048944 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,041 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $453,943 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061772 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,302 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $254,937 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087480 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,411 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $212,913 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058291 | DistributionYr5Rt |
| Total Distribution | 0.329873 | TotalDistributionRt |
| Average Distribution | 0.065975 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,092,537 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $138,055 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $363 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $138,418 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,624 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $726 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $726 | SubtotalAmt |
| Tax Based On Investment Income | $726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $646 | AppliedToEsTaxAmt |
| Total Payments And Credits | $726 | TotalPaymentsAndCreditsAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | H CRAIG KINNEY | IndividualWithBooksNm |
| Phone | 2143439119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8525 FERNDALE SUITE 204 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| H CRAIG KINNEY | ||||||||
| 8525 FERNDALE ROAD 204 | DALLAS | TX | 75238 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR CHERYL KINNEY | ||||||||
| 8525 FERNDALE ROAD 204 | DALLAS | TX | 75238 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JANE IE KINNEY | ||||||||
| 8525 FERNDALE ROAD 204 | DALLAS | TX | 75238 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SHIRLEY C KINNEY | ||||||||
| 8525 FERNDALE ROAD 204 | DALLAS | TX | 75238 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| SHIRLEY C KINNEY | ||||||||
| 8525 FERNDALE ROAD 204 | DALLAS | TX | 75238 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| WALLIS R KINNEY | ||||||||
| 8525 FERNDALE ROAD 204 | DALLAS | TX | 75238 | DIRECTOR | 0.25 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,020,489 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,117 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,124,403 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,124,403 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,866 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,092,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $726 | TotalTaxAmt |
| Distributable Before Adj | $103,901 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,901 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,901 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,624 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $63,624 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $63,624 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,901 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,793 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,851 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,462 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $258 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,253 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,624 | QualifyingDistributionsAmt |
| Applied To Current Year | $63,624 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $40,277 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $40,277 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,976 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,976 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $12,976 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CRAIG KINNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE TAFT SCHOOL | ||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | PUBLICCHARITY | SCHOLARSHIPS | $60,912 |
| FOSTER CARE TO SUCCESS | ||||||
| 21351 GENTRY DRIVE STE 130 | STERLING | VA | 20166 | PUBALICCHARITY | GENERAL FUND | $2,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,367 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,549 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,549 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,549 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| H CRAIG KINNEY | ||||||
| 1 | 8525 FERNDALE 304 | DALLAS | TX | 75235 | $325,000 | Yes (X) |
| JANE IE KINNEY | ||||||
| 2 | 8525 FERNDALE 304 | DALLAS | TX | 75235 | $35,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BYRON A. PARKER, CPA PREPARE 990-PF | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7700 SHS ORACLE CORP | $186,793 | $346,269 |
| 4900 SHS APPLE INC | $352,739 | $540,862 |
| 7000 SHS MICROSOFT CORP | $206,358 | $325,150 |
| 3400 SHS ROSS STORES INC | $197,474 | $320,484 |
| 4400 SHS WALMART STORES INC | $299,736 | $377,872 |
| 900 ACTAVIS PLC | $204,668 | $231,669 |
| 1200 AMERICAN EXPRESS | $103,028 | $111,648 |
| 5000 METLIFE INC | $265,890 | $270,450 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INTEREST IN TGE INDUSTRIAL SERVICES LLC | CategoryOrItemTxt |
| Book Value | $45,277 | BookValueAmt |
| EOYFMV | $49,898 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CHARITABLE CONTRIBUTIONS SCH. K-1 | $7 | $7 |
| NONDEDUCTIBLE PARTNERSHIP EXP. | $203 | |
| IRS PENALTY AND INTEREST | $35 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS FROM PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | -$2,013 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$2,013 | NetInvestmentIncomeAmt |