MIKE & MARY TERRY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MIKE & MARY TERRY FAMILY FOUNDATION (EIN 75-2902847)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349105391
- Schema version
- 2024v5.2
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:42:04-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900525804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVILLE CPAS AND ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET SUITE 1900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752902847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MIKE AND MARY TERRY FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIKE | BusinessNameControlTxt |
| Phone | 2143681550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12240 INWOOD RD STE 300 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75244 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL F TERRY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2143681550 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL DELAUGHTER CPA | PreparerPersonNm |
| PTIN | P00051327 | PTIN |
| Phone | 2149229727 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,575,556 | 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 | $576,286 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $168,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $615,821 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,333,181 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $615,821 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,360,549 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $784,263 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,409 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,653 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,016 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,344 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $216,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $835,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $835,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,051,772 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $835,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $308,777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $784,263 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,827 | CashBOYAmt |
| Cash EOY | $33 | CashEOYAmt |
| Cash EOYFMV | $33 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $94,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $94,921 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $400 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,313,462 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,275,565 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,470,602 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $10,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,420,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,380,519 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,575,556 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,974 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,077 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $10,417 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,910 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,391 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,987 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,404,827 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,372,532 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,404,827 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,372,532 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,420,218 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,380,519 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,404,827 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $308,777 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,713,604 | SubtotalAmt |
| Other Decreases | $341,072 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,372,532 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JPM #7006 | P | 2024-12-31 | $570,919 | $564,512 | $6,407 | $6,407 |
| JPM #7006 | P | 2024-12-31 | $1,177,155 | $966,530 | $210,625 | $210,625 |
| JPM #7006 | P | 2024-12-31 | $607 | $607 | $607 | |
| JPM #7009 | P | 2024-12-31 | $18,884 | $16,740 | $2,144 | $2,144 |
| JPM #7009 | P | 2024-12-31 | $333,939 | $169,227 | $164,712 | $164,712 |
| JPM #7009 | P | 2024-12-31 | $228,989 | $351 | $228,638 | $228,638 |
| JPM #7006 | P | 2024-12-31 | $2,688 | $2,688 | $2,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $615,821 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,901 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,901 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,901 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,048 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,048 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $488 | EsPenaltyAmt |
| Overpayment | $8,659 | OverpaymentAmt |
| Applied To ES Tax | $8,659 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.TERRYFAMILYFOUNDATION.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MIKE AND MARY TERRY FAMILY FOUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143681550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12240 INWOOD RD STE 300 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75244 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL F TERRY | ||||||||
| 12240 INWOOD RD STE 300 | DALLAS | TX | 75244 | VICE PRESIDENT & TREASURER | 4.00 | $0 | $0 | $0 |
| MARY D TERRY | ||||||||
| 12240 INWOOD RD STE 300 | DALLAS | TX | 75244 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MELISSA T PRIDMORE | ||||||||
| 12240 INWOOD RD STE 300 | DALLAS | TX | 75244 | PRESIDENT | 7.00 | $0 | $0 | $0 |
| MICHAEL F TERRY JR | ||||||||
| 12240 INWOOD RD STE 300 | DALLAS | TX | 75244 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| TRAVIS TERRY | ||||||||
| 12240 INWOOD RD STE 300 | DALLAS | TX | 75244 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| CHRISTINA COLLINS | ||||||||
| 12240 INWOOD RD STE 300 | DALLAS | TX | 75244 | EXECUTIVE DIRECTOR | 40.00 | $120,000 | $9,976 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,550,907 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,617,571 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,617,571 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,518,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $325,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $325,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,901 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,901 | TotalTaxAmt |
| Distributable Before Adj | $315,014 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $315,014 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $315,014 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $835,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $835,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $315,014 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $859,195 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $617,681 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $686,452 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $590,847 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $510,063 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,264,238 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $835,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $315,014 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $520,586 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,784,824 | 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 | $859,195 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,925,629 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $617,681 | ExcessFromYear4Amt |
| Excess From Year3 | $686,452 | ExcessFromYear3Amt |
| Excess From Year2 | $590,847 | ExcessFromYear2Amt |
| Excess From Year1 | $510,063 | ExcessFromYear1Amt |
| Excess From Current Year | $520,586 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUDUBON TEXAS | |||||||
| 2407 S CONGRESS AVE STE 477 | AUSTIN | TX | 78704 | N/A | PUBLIC CHARITY | COMMUNITY | $500 |
| HOUSING FORWARD | |||||||
| 3000 PEGASUS PARK DR STE 1020 | DALLAS | TX | 75247 | N/A | PUBLIC CHARITY | COMMUNITY | $40,000 |
| JESUIT COLLEGE PREP SCHOOL FOUNDATION | |||||||
| 12345 INWOOD ROAD | DALLAS | TX | 75244 | N/A | PUBLIC CHARITY | EDUCATION | $80,000 |
| ST RITA SCHOOL ENDOWMENT FUND | |||||||
| 12521 INWOOD RD | DALLAS | TX | 75244 | N/A | PUBLIC CHARITY | COMMUNITY | $200,000 |
| METROCREST SERVICES | |||||||
| 1145 N JOSEY LN | CARROLLTON | TX | 75006 | N/A | PUBLIC CHARITY | COMMUNITY | $15,000 |
| TRANSITION RESOURCE ACTION CENTER | |||||||
| PO BOX 140024 | DALLAS | TX | 75226 | N/A | PUBLIC CHARITY | COMMUNITY | $15,000 |
| URSULINE ACADEMY OF DALLAS | |||||||
| 4900 WALNUT HILL LN | DALLAS | TX | 75229 | N/A | PUBLIC CHARITY | COMMUNITY | $92,500 |
| COMMIT2DALLAS | |||||||
| 3000 PEGASUS PARK DRIVE SUITE 900 | DALLAS | TX | 75247 | N/A | PUBLIC CHARITY | COMMUNITY | $25,000 |
| CHILD POVERTY ACTION LAB | |||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | N/A | PUBLIC CHARITY | COMMUNITY | $50,000 |
| CATHOLIC FOUNDATION | |||||||
| 12222 MERIT DRIVE SUITE 850 | DALLAS | TX | 75251 | N/A | PUBLIC CHARITY | COMMUNITY | $11,000 |
| ST VINCENT DE PAUL NORTH TEXAS | |||||||
| 3826 GILBERT AVENUE | DALLAS | TX | 75219 | N/A | PUBLIC CHARITY | COMMUNITY | $25,000 |
| DALLAS STREET CHOIR | |||||||
| PO BOX 222052 | DALLAS | TX | 75222 | N/A | PUBLIC CHARITY | COMMUNITY | $6,500 |
| FOR OAK CLIFF | |||||||
| 907 E LEDBETTER DRIVE | DALLAS | TX | 75216 | N/A | PUBLIC CHARITY | COMMUNITY | $1,000 |
| FIRST PRESBYTERIAN CHURCH COMMUNITIES MINISTRIES | |||||||
| 1835 YOUNG ST | DALLAS | TX | 75201 | N/A | PUBLIC CHARITY | COMMUNITY | $25,000 |
| REEL RECOVERY | |||||||
| PO BOX 1942 | AZLE | TX | 76098 | N/A | PUBLIC CHARITY | COMMUNITY | $500 |
| COMMUNITITES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | N/A | PUBLIC CHARITY | COMMUNITY | $1,000 |
| VOGEL ALCOVE | |||||||
| 1738 GANO | DALLAS | TX | 75215 | N/A | PUBLIC CHARITY | COMMUNITY | $1,000 |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | N/A | PUBLIC CHARITY | EDUCATION | $1,500 |
| BACHMAN LAKE TOGETHER | |||||||
| 9507 OVERLAKE DR | DALLAS | TX | 75220 | N/A | PUBLIC CHARITY | COMMUNITY | $10,000 |
| BUILDERS OF HOPE COMMUNITY DEVELOPMENT | |||||||
| PO BOX 224723 | DALLAS | TX | 75202 | N/A | PUBLIC CHARITY | COMMUNITY | $30,000 |
| FAMILY GATEWAY | |||||||
| 1421 W MOCKINGBIRD LN STE C | DALLAS | TX | 75247 | N/A | PUBLIC CHARITY | COMMUNITY | $57,000 |
| TRINITY PARK CONSERVANCY | |||||||
| 305 W COMMERCE ST SUITE 105 | DALLAS | TX | 75208 | N/A | PUBLIC CHARITY | COMMUNITY | $30,000 |
| TOUCHDOWN CLUB OF DALLAS | |||||||
| 6000 PRESTON RD | DALLAS | TX | 75205 | N/A | PUBLIC CHARITY | COMMUNITY | $1,500 |
| TEACH FOR AMERICA | |||||||
| PO BOX 411139 | BOSTON | MA | 02241 | N/A | PUBLIC CHARITY | EDUCATION | $25,000 |
| ROMAN CATHOLIC DIOCESE OF DALLAS | |||||||
| PO BOX 190507 | DALLAS | TX | 75219 | N/A | PUBLIC CHARITY | COMMUNITY | $76,600 |
| TRINITY CHRISTIAN ACADEMY | |||||||
| 17001 ADDISON ROAD | ADDISON | TX | 75001 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 |
| ST MARY OF CARMEL CATHOLIC SCHOOL | |||||||
| 1716 SINGLETON BLVD | DALLAS | TX | 75212 | N/A | PUBLIC CHARITY | COMMUNITY | $2,500 |
| DWELL WITH DIGNITY | |||||||
| 1127 CONVEYOR LN | DALLAS | TX | 75247 | N/A | PUBLIC CHARITY | COMMUNITY | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $835,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,442 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $615,821 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $784,263 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $784,263 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE AND MARY TERRY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12240 INWOOD RD STE 300 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $576,286 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICALLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $451,857 | FairMarketValueAmt |
| Received | 2024-10-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN EQUITIES | StockNm |
| EOY Book Value | $5,275,565 | EOYBookValueAmt |
| EOYFMV | $6,470,602 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TERRY FAMILY HERITAGE VIDEO | Desc |
| BOY Book Value | $10,000 | BOYBookValueAmt |
| EOY Book Value | $10,000 | EOYBookValueAmt |
| EOYFMV | $10,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARK TO MARKET ADJUSTMENT | Desc |
| Amt | $341,072 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $21,325 | $0 | $0 | $0 |
| OFFICE EXPENSE | $41 | $0 | $0 | $0 |
| MEALS & ENTERTAINMENT | $2,072 | $0 | $0 | $0 |
| PAYROLL PROCESSING FEES | $1,484 | $0 | $0 | $0 |
| ESTMATE TAX PAYMENTS | $3,500 | $0 | $0 | $0 |
| MANAGEMENT FEES | $36,036 | $0 | $0 | $0 |
| EMPLOYEE TRAINING | $836 | $0 | $0 | $0 |
| POSTAGE & DELIVERY | $50 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| INTERNAL PAYABLES | $10,017 | $2,510 |
| EMPLOYEE LIABILITY | $400 | $400 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,653 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $3,221 | $0 | $0 | $0 |
| PAYROLL TAXES | $8,795 | $0 | $0 | $0 |
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