HILLCREST FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HILLCREST FOUNDATION (EIN 75-6007565)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2025-10-08
- IRS object ID
- 202522819349100027
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-08T13:44:02-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756007565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLCREST FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BANK OF AMERICA NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NINA BEHAN BANK OF AMERICA NA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2025-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WARNEKE | PreparerPersonNm |
| PTIN | P01294950 | PTIN |
| Phone | 2148717500 | PhoneNum |
| 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 | $180,731,696 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,686,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,671,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,752,567 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,562,008 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,752,567 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,439,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,424,230 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $605,334 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $363,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $242,134 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,042 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $35,042 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,165 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,110 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $316,779 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $231,779 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $85,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $314,936 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $84,255 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $531,983 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $67,990 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $463,993 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,844,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $771,389 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $842,279 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,985,537 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,985,537 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,829,886 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $771,389 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,827,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,609,387 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,652,841 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,978,350 | CashBOYAmt |
| Cash EOY | $2,654,817 | CashEOYAmt |
| Cash EOYFMV | $2,654,817 | CashEOYFMVAmt |
| Other Investments BOY | $134,336,570 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $142,584,578 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $178,076,879 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $142,314,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,239,395 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $180,731,696 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $141,814,920 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $144,739,395 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $500,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $500,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $142,314,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $145,239,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $142,314,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $145,239,395 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $142,314,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,609,387 | ExcessRevenueOverExpensesAmt |
| Other Increases | $315,088 | OtherIncreasesAmt |
| Subtotal | $145,239,395 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $145,239,395 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN/LOSS | P | $53,396,121 | $45,593,431 | $7,802,690 | $7,802,690 |
| CAPITAL GAIN DIVIDENDS | P | $127,765 | $127,765 | $127,765 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND ST | P | $38,122 | $38,122 | $38,122 | |
| INVESCO DB COMMODITY INDEX TRACKING FUND 1256 CONTRACTS AND STRADDLES | P | $216,010 | -$216,010 | -$216,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,752,567 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $161,974 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $161,974 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $161,974 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $202,087 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $202,087 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $40,113 | OverpaymentAmt |
| Applied To ES Tax | $40,113 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | BANK OF AMERICA NA | IndividualWithBooksNm |
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CORP-TRUSTEE | 1.00 | $605,334 | $0 | $0 |
| WW CARUTH III | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| D HAROLD BYRD III | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| SANDRA ESTESS | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| TIMOTHY R VAUGHAN | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALAN J PERKINS | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $168,737,935 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,924,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,635,311 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $181,298,081 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $181,298,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,719,471 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $178,578,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,928,931 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,928,931 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $161,974 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $161,974 | TotalTaxAmt |
| Distributable Before Adj | $8,766,957 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $40,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,806,957 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,806,957 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,827,816 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,827,816 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,806,957 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,230,661 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,827,816 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,230,661 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,597,155 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,209,802 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BANK OF AMERICAN PHILANTHROPIC SOLU | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MAIN ST 16TH FLOOR | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2142092396 | RecipientPhoneNum |
| Recipient Email Address | TX.PHILANTHROPIC@BOFA.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLY ONLINE AT WWW.BANKOFAMERICA.COM/PHILANTHROPIC/SEARCH-FOR-GRANTS. REQUIRED INFORMATION INCLUDES STATING HISTORY AND GENERAL PURPOSE OF ORGANIZATION WITH A COPY OF INTERNAL REVENUE SERVICE EXEMPTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 28, JULY 31, AND NOVEMBER 30. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE LOCATED IN THE STATE OF TEXAS AND THE PURPOSE OF THE GRANT MUST BE FOR RELIEF OF POVERTY OR FURTHERANCE OF EDUCATION OR HEALTH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ASSOCIATION FOR INDEPENDENT LIVING | |||||||
| 2826 STOREY LANE | DALLAS | TX | 75220 | PC | CAPITAL IMPROVEMENT NEEDS FOR OUR CAMPUS | $50,000 | |
| AUSTIN STREET CENTER | |||||||
| PO BOX 710729 | DALLAS | TX | 753710729 | PC | SISTERHOOD BUILDING REFRESH | $25,000 | |
| AUTISTIC TREATMENT CENTER INC | |||||||
| 11651 PLANO ROAD SUITE 100 | DALLAS | TX | 75243 | PC | RENOVATIONS FOR A GROUP HOME FOR DEVELOPMENTALLY DISABLED INDIVIDUALS IN DALLAS, TX. | $50,000 | |
| ABILITY CONNECTION TEXAS | |||||||
| 7880 BENT BRANCH DRIVE SUITE 150 | IRVING | TX | 75063 | PC | PURCHASE OF A WHEELCHAIR-ACCESSIBLE VEHICLE FOR MEMBER TRANSPORTATION | $90,000 | |
| BEHIND EVERY DOOR MINISTRIES INC | |||||||
| 4849 GREENVILLE AVE SUITE 100 | DALLAS | TX | 75206 | PC | CEDAR CREST COMMUNITY CENTER CHAPEL AUDIO/VISUAL BUILD OUT | $50,000 | |
| BOYS & GIRLS CLUBS OF GREATER DALLAS INC | |||||||
| 4816 WORTH ST | DALLAS | TX | 75246 | PC | TRANSPORTATION EXPANSION FOR BGCD YOUTH: ACQUISITION OF TWO 15-PASSENGER VANS | $50,000 | |
| CAFE MOMENTUM | |||||||
| 1510 PACIFIC AVE | DALLAS | TX | 75201 | PC | DREAM BEYOND: CAFE MOMENTUM FLAGSHIP | $125,000 | |
| CHILD PROTECTIVE SERVICES COMMUNITY PARTNERS INC | |||||||
| 7950 ELMBROOK DR | DALLAS | TX | 75247 | PC | RAINBOW ROOM PROGRAM | $35,000 | |
| CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||
| 2777 STEMMONS FREEWAY SUITE 1700 | DALLAS | TX | 75207 | PC | NEW DALLAS PEDIATRIC HOSPITAL CAMPUS | $500,000 | |
| CITY HOUSE INC | |||||||
| 830 CENTRAL PARKWAY SUITE 350 | PLANO | TX | 75074 | PC | CAPITAL IMPROVEMENTS FOR HOMELESS CHILDREN'S EMERGENCY SHELTER | $50,000 | |
| CITYSCAPE SCHOOLS INC | |||||||
| 630 TEXAS ST | DALLAS | TX | 75204 | PC | SECURITY ENHANCEMENT FOR CITYSCAPE SCHOOLS | $250,000 | |
| COMMUNITY HOMES FOR ADULTS INC (CHAI) | |||||||
| 11615 FOREST CENTRAL DR STE 100 | DALLAS | TX | 75243 | PC | HONORARIUM GRANT - ALAN PERKINS | $15,000 | |
| CORNERSTONE MINISTRIES INC | |||||||
| 3933 CO RD 317 | MCKINNEY | TX | 75069 | PC | PROVIDING LIFE-LONG HOUSING AND DAY PROGRAMMING FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | $100,000 | |
| CRISTO REY DALLAS HIGH SCHOOL INC | |||||||
| 9701 SAN LEON AVE | DALLAS | TX | 75217 | PC | CRISTO REY DALLAS CORPORATE WORK STUDY PROJECT (CWSP) | $140,000 | |
| DALLAS 24 HOUR CLUB INC | |||||||
| 4636 ROSS AVENUE | DALLAS | TX | 75204 | PC | DALLAS 24 HOUR CLUB CAMPUS EXPANSION | $100,000 | |
| DALLAS ACADEMY | |||||||
| 950 TIFFANY WAY | DALLAS | TX | 75218 | PC | SCHOOL TRANSPORTATION FOR STUDENTS WITH LEARNING DISABILITIES | $25,000 | |
| DALLAS AFTERSCHOOL | |||||||
| 3900 WILLOW ST STE 110 | DALLAS | TX | 75226 | PC | PROGRAM QUALITY INITIATIVE (PQI) KITS | $10,000 | |
| DALLAS AREA HABITAT FOR HUMANITY INC | |||||||
| 2800 N HAMPTON ROAD | DALLAS | TX | 75212 | PC | PURCHASE BOX TRUCK, CONSTRUCTION SUPPLIES AND/OR PURCHASE OF MAIN OFFICE BUILDING | $150,000 | |
| DALLAS BAPTIST UNIVERSITY | |||||||
| 3000 MOUNTAIN CREEK PARKWAY | DALLAS | TX | 75211 | PC | COLLINS LEARNING CENTER RENOVATIONS | $400,000 | |
| DALLAS BLACK DANCE THEATRE | |||||||
| PO BOX 131290 | DALLAS | TX | 75313 | PC | NEW ACADEMY DANCE STUDIO | $50,000 | |
| DALLAS CASA | |||||||
| 2757 SWISS AVE | DALLAS | TX | 75204 | PC | DALLAS CASA UPDATED DIGITAL TRAINING ROOM | $40,000 | |
| DALLAS EDUCATION FOUNDATION | |||||||
| 9400 N CENTRAL EXPRESSWAY SUITE | DALLAS | TX | 752315080 | PC | MOBILE CAREER EXPLORATION TRAILER - CAREER CONNECTED LEARNING IN DALLAS ISD TO BUILD A BRIDGE TO ECONOMIC MOBILITY | $90,000 | 1310 MAILBOX 19 |
| DALLAS FOUNDATION - FOR OAK CLIFF | |||||||
| 907 E LEDBETTER DRIVE | DALLAS | TX | 75216 | PC | FOR OAK CLIFF COMMUNITY CAMPUS REPAIR AND IMPROVEMENTS | $60,000 | |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 300 N HOUSTON ST | DALLAS | TX | 75202 | PC | FOR ANTISEMITISM PANELS / HONORARIUM GRANT - ALAN PERKINS | $50,000 | |
| DALLAS INTERNATIONAL UNIVERSITY | |||||||
| 7500 WEST CAMP WISDOM ROAD | DALLAS | TX | 75236 | PC | DIU GLOBAL LAUNCH! FOR COMPUTERS | $20,000 | |
| DALLAS METHODIST HOSPITALS FOUNDATION INC | |||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | PC | WOMEN'S AND CHILDREN'S SERVICES: SCHENKEL TOWER 3RD FLOOR TRANSFORMATION, LABOR AND DELIVERY UNIT AT METHODIST DALLAS MEDICAL CENTER | $500,000 | |
| DALLAS SERVICES | |||||||
| 5442 LA SIERRA DR | DALLAS | TX | 75231 | PC | VISUAL FIELD ANALYZER FOR THE REDBIRD/SOUTH DALLAS VISION CLINIC | $35,000 | |
| DELIVERFUND | |||||||
| 3000 PEGASUS PARK DRIVE SUITE | DALLAS | TX | 75247 | PC | TECHNOLOGY HARDWARE (12 COMPUTERS AND SERVER EQUIPMENT) | $50,000 | 709-01 |
| ENVISION DALLAS LIGHTHOUSE FOUNDATION | |||||||
| 610 N MAIN 4TH FLOOR | WICHITA | KS | 672033618 | PC | EARLY CHILD DEVELOPMENT CENTER EQUIPMENT - PLAYGROUND | $50,000 | |
| EPISCOPAL CHURCH OF THE GOOD SHEPHERD OF DALLAS | |||||||
| 11110 MIDWAY ROAD | DALLAS | TX | 75229 | PC | FIT FOR OUR FUTURE - SECURITY INITIATIVE | $100,000 | |
| EQUEST | |||||||
| PO BOX 171779 | DALLAS | TX | 752171163 | PC | INFRASTRUCTURE, TECHNOLOGY, AND SECURITY | $50,000 | |
| FAMILY COMPASS | |||||||
| 4210 JUNIUS STREET 2ND FLOOR | DALLAS | TX | 752461429 | PC | 2024 FAMILY COMPASS TECHNOLOGY NEEDS | $20,000 | |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1610 S MALCOLM X BLVD | DALLAS | TX | 75226 | GROUP | THE STEWPOT ACQUISITION OF CITYSQUARE'S OPPORTUNITY CENTER | $125,000 | |
| FOOD FOUNDATION DBA HUNGER BUSTERS | |||||||
| 3116 SYLVAN AVE | DALLAS | TX | 75212 | PC | PHASE ONE OF CAPITAL CAMPAIGN TO BUILD COMMUNITY SPACE TO FEED 4X MORE CHILDREN | $150,000 | |
| FOR THE NATIONS REFUGEE OUTREACH | |||||||
| 414 S PURDUE | GARLAND | TX | 75042 | PC | NEW 15 PASSENGER VAN FOR CRITICAL SERVICES | $65,000 | |
| FOUNDATION FOR THE CALLIER CENTER AND COMMUNICATION DISORDERS | |||||||
| 1966 INWOOD ROAD | DALLAS | TX | 75235 | PC | HEARING OPPORTUNITIES FOR PEDIATRIC EQUITY (HOPE) PROJECT | $100,000 | |
| FRIENDS OF SKY RANCH INC | |||||||
| 7616 LBJ FREEWAY SUITE 500 | DALLAS | TX | 75251 | PC | FELLOWS HOUSING | $100,000 | |
| FRONTIERS OF FLIGHT MUSEUM INC | |||||||
| 6911 LEMMON AVE | DALLAS | TX | 75209 | PC | HILLCREST FOUNDATION AND FRONTIERS OF FLIGHT CLASSROOM RENOVATION (HVAC) | $75,000 | |
| GASTON CHRISTIAN CENTER | |||||||
| 8515 GREENVILLE AVENUE | DALLAS | TX | 75243 | SO | GASTON CHRISTIAN CENTER - SUSTAINING THE FUTURE | $75,000 | |
| GIRL SCOUTS OF NORTHEAST TEXAS | |||||||
| 6001 SUMMERSIDE DRIVE STE 101 | DALLAS | TX | 75252 | PC | SOUTHERN SECTOR DREAMLAB FOR GIRL SCOUTS | $200,000 | |
| GOODWILL INDUSTRIES OF DALLAS INC | |||||||
| 3020 N WESTMORELAND ST | DALLAS | TX | 75212 | PC | NOW AND FOREVER CAMPAIGN | $200,000 | |
| HEALING HANDS MINISTRIES INC | |||||||
| 5750 PINELAND DRIVE SUITE 300 | DALLAS | TX | 75231 | PC | HHM HEALTH PROGRAM EXPANSION VIA A MOBILE PEDIATRIC CLINIC | $150,000 | |
| HELPING EVERYONE REACH OUTSTANDING EDUCATIONAL SUCCESS (HEROES) | |||||||
| 101 S COIT RD STE 36-348 | RICHARDSON | TX | 75080 | PC | HEROES - INFRASTRUCTURE ENHANCEMENTS FOR YEAR-ROUND PROGRAMS FOR INDIVIDUALS WITH DISABILITIES | $60,000 | |
| HOLY TRINITY CATHOLIC SCHOOL | |||||||
| 3815 OAK LAWN AVE | DALLAS | TX | 752190869 | PC | REPLACEMENT OF HVAC CHILLER | $75,000 | |
| HOPE CLINIC OF GARLAND INC | |||||||
| 800 S 6TH ST | GARLAND | TX | 75040 | PC | HOPE CLINIC OF GARLAND'S COMPREHENSIVE PROGRAM, PROVIDING EQUITABLE HEALTH CARE FOR THE UNDERSERVED COMMUNITY. | $20,000 | |
| INCARNATION PLACE INC | |||||||
| PO BOX 25323 | DALLAS | TX | 75225 | PC | FURNISHINGS AND EQUIPMENT FOR A COMMUNITY CENTER, MEETING SPACES, AND OFFICES | $25,000 | |
| ITS A SENSORY WORLD INC | |||||||
| 13617 NEUTRON RD | DALLAS | TX | 75244 | PC | IT'S A SENSORY WORLD COMMUNITY BUS | $60,000 | |
| LIFE SCHOOL OF DALLAS | |||||||
| 132 E OVILLA ROAD SUITE A | RED OAK | TX | 75154 | PC | PURCHASE OF SPECIAL EDUCATION BUS | $50,000 | |
| LOS BARRIOS UNIDOS COMMUNITY CLINIC INC | |||||||
| 809 SINGLETON BOULEVARD | DALLAS | TX | 75212 | PC | THE PURCHASE OF 6 BILIRUBINOMETER (JAUNDICE METER FOR NEWBORNS) | $50,000 | |
| MY POSSIBILITIES | |||||||
| 3601 MAPLESHADE LN | PLANO | TX | 75075 | PC | CAFE RENOVATION TO SUPPORT THE AGING HIPSTER PROGRAM AT MY POSSIBILITIES | $150,000 | |
| NASHER SCULPTURE CENTER | |||||||
| 2001 FLORA ST | DALLAS | TX | 75201 | PC | INTERPRETIVE EQUIPMENT UPGRADES: CLASSROOM FURNITURE & PROJECTOR | $35,000 | |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | PC | HUMANITARIAN GRANT - TO BE DISTRIBUTED TO QUALIFYING ORGANIZATIONS | $250,000 | |
| NOTRE DAME OF DALLAS SCHOOLS INC | |||||||
| 2018 ALLEN ST | DALLAS | TX | 75204 | PC | MISSION IN MOTION: ACCESS TO JOBS ACROSS DALLAS FOR STUDENTS WITH DISABILITIES | $60,000 | |
| ONE MANS TREASURE | |||||||
| 519 I-30 E PMB 211 | ROCKWALL | TX | 75087 | PC | SUPPORT FOR REENTRY HEADQUARTERS RELOCATION TO DALLAS - BUILD OUT COSTS & IT INFRASTRUCTURE | $50,000 | |
| OPERATION KINDNESS | |||||||
| 3201 EARHART DR | CARROLLTON | TX | 75006 | PC | CAT WING RENOVATION | $50,000 | |
| PARKLAND FOUNDATION | |||||||
| 1341 W MOCKINGBIRD LANE 1100 E | DALLAS | TX | 75247 | PC | RICHLAND HEALTH CENTER AT DALLAS COLLEGE: EXPANDING HEALTHCARE ACCESS IN DALLAS COUNTY | $500,000 | |
| PEROT MUSEUM OF NATURE AND SCIENCE | |||||||
| 2201 N FIELD ST | DALLAS | TX | 75201 | PC | PEROT MUSEUM CHILDREN'S MUSEUM TRANSFORMATION | $200,000 | |
| POETIC | |||||||
| PO BOX 132633 | DALLAS | TX | 75313 | PC | POETIC CAPITAL | $15,000 | |
| RAINBOW DAYS INC | |||||||
| 12221 MERIT DRIVE SUITE 1700 | DALLAS | TX | 75251 | PC | STAFF & OFFICE INFRASTRUCTURE EXPANSION | $30,000 | |
| READING PARTNERS | |||||||
| 7950 ELMBROOK DR | DALLAS | TX | 75247 | PC | TECHNOLOGY FOR READING PARTNERS LITERACY INTERVENTION FOR SYSTEMICALLY DISADVANTAGED NORTH TEXAS K-3 STUDENTS | $20,000 | |
| ROCKWALL COUNTY HELPING HANDS | |||||||
| 950 WILLIAMS STREET BUILDING B | ROCKWALL | TX | 75087 | PC | ROCKWALL COUNTY HELPING HANDS ONE CAPITAL CAMPAIGN | $150,000 | |
| RONALD MCDONALD HOUSE OF DALLAS INC | |||||||
| 4707 BENGAL ST | DALLAS | TX | 75235 | PC | SECURITY UPGRADES FOR RONALD MCDONALD HOUSE OF DALLAS | $100,000 | |
| SAMARITAN INN INC | |||||||
| 1725 N MCDONALD ST | MCKINNEY | TX | 75071 | PC | EXPAND PAWS (PETS ARE WELCOME TO STAY) TO PROVIDE MORE SPACE FOR DOGS, DEDICATED HOUSING FOR CATS, AND ENHANCED PET-FRIENDLY FACILITIES, ENSURING UNHOUSED INDIVIDUALS CAN STAY WITH THEIR BELOVED COMPANIONS, FOSTERING STABILITY AND HOPE. | $35,000 | |
| SENIOR CITIZENS OF GREATER DALLAS INC (THE SENIOR SOURCE) | |||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 752190869 | PC | STRATEGIC FINANCIAL MANAGEMENT UPGRADE WITH FINANCIAL EDGE AND PAYCOR | $50,000 | |
| SHAKESPEARE FESTIVAL OF DALLAS | |||||||
| 1250 MAJESTY DR | DALLAS | TX | 75247 | GROUP | AMPLIFYING EDUCATION: MODERNIZING SOUND AND LIGHTING | $50,000 | |
| SOCIETY OF ST VINCENT DE PAUL DIOCESAN COUNCIL OF DALLAS INC | |||||||
| 3826 GILBERT AVE | DALLAS | TX | 75219 | PC | TECHNOLOGY UPGRADES TO SUPPORT SYSTEMIC CHANGE THAT IMPROVES THE HEALTH OF NORTH TEXANS | $25,000 | |
| SOUTHWEST TRANSPLANT ALLIANCE INC | |||||||
| 8190 MANDERVILLE LN | DALLAS | TX | 75231 | PC | STA PERFUSION TRANSPORT VEHICLE | $74,000 | |
| ST PHILIP & ST AUGUSTINE CATHOLIC ACADEMY | |||||||
| 8151 MILITARY PARKWAY | DALLAS | TX | 75227 | PC | FEED THE CHILDREN | $75,000 | |
| ST PHILIP'S SCHOOL & COMMUNITY CENTER | |||||||
| 1600 PENNSYLVANIA AVENUE | DALLAS | TX | 75215 | PC | MOODY PERFORMING & FINE ARTS PAVILION | $250,000 | |
| TEXAS BAPTIST MEN | |||||||
| 5351 CATRON DR | DALLAS | TX | 75227 | PC | BUILDING DISASTER RELIEF CAPACITY TO MEET THE INCREASING DEMAND OF THOSE AFFECTED BY THE GROWING NUMBER OF DISASTERS. | $50,000 | |
| TEXAS WOMANS UNIVERSITY FOUNDATION | |||||||
| PO BOX 425618 | DENTON | TX | 76204 | PC | PURCHASE OF HIGH-FIDELITY SIMULATION MANNEQUINS FOR NURSING EDUCATION AT TWU DALLAS | $100,000 | |
| THE CENTER FOR INTEGRATIVE COUNSELING AND PSYCHOLOGY | |||||||
| 4305 MACARTHUR AVE | DALLAS | TX | 75209 | PC | BUILDING FOR THE FUTURE: THE CENTER'S CAPITAL NEEDS: SECURITY IMPROVEMENTS | $100,000 | |
| THE COVENANT KNIGHTS SCHOOL | |||||||
| 7300 VALLEY VIEW LN | DALLAS | TX | 75240 | PC | THE PAVING THE WAY CAMPAIGN | $50,000 | |
| THE LOOP DALLAS | |||||||
| 3000 PEGASUS PARK DR SUITE 744 | DALLAS | TX | 75247 | PC | THE LOOP DALLAS: THE LAST TWO MILES | $75,000 | |
| THE MEN OF NEHEMIAH INC | |||||||
| 2010 AL LIPSCOMB WAY | DALLAS | TX | 75215 | PC | BUILDING FUTURES EXPANSION PROJECT | $100,000 | |
| THE REAL ESTATE COUNCIL COMMUNITY INVESTORS | |||||||
| 3100 MCKINNON STREET 1150 | DALLAS | TX | 75201 | PC | MILL CITY MINOR HOME REPAIR PROGRAM | $75,000 | |
| UGM OF DALLAS | |||||||
| 3211 IRVING BOULEVARD | DALLAS | TX | 75247 | PC | NEW PLAYGROUND FOR CENTER OF HOPE WOMEN & CHILDREN'S CENTER | $50,000 | |
| UNITED TO LEARN | |||||||
| 3000 PEGASUS PARK DR STE 940 | DALLAS | TX | 75247 | PC | UNITED TO LEARN'S COMMUNITY CAMPUS DAY: ENHANCING LEARNING ENVIRONMENTS FOR CHILDREN IN DALLAS ISD'S HIGHEST NEED ELEMENTARY SCHOOLS | $25,000 | |
| VISITING NURSE ASSOCIATION OF TEXAS | |||||||
| 1420 W MOCKINGBIRD LANE STE 700 | DALLAS | TX | 75247 | PC | VNA HAGGERTY KITCHEN FUND | $50,000 | |
| VISUAL AID VOLUNTEERS INC | |||||||
| 617 W STATE ST | GARLAND | TX | 75040 | PC | REPLACE EMBOSSER | $40,000 | |
| VOLUNTEERNOW | |||||||
| 2800 LIVE OAK STREET | DALLAS | TX | 75204 | PC | UPGRADING VOLUNTEERNOW'S DONATED GOODS PROGRAM VEHICULAR FLEET | $75,000 | |
| WAY BACK HOUSE INC | |||||||
| PO BOX 832407 | RICHARDSON | TX | 750832407 | PC | CAPITAL IMPROVEMENTS TO AID CAPACITY BUILDING | $31,537 | |
| VOGEL ALCOVE | |||||||
| 1738 GANO ST | DALLAS | TX | 75215 | PC | HONORARIUM GRANT - ALAN PERKINS | $35,000 | |
| YOUNG WOMENS PREPARATORY NETWORK | |||||||
| 1722 ROUTH ST STE 720 | DALLAS | TX | 752012513 | PC | ROOM FOR SUCCESS: COLLEGE ADVISING OFFICES FINISH OUT AT THE IRMA LERMA RANGEL YOUNG WOMEN'S LEADERSHIP SCHOOL (RANGEL) AND THE YOUNG WOMEN'S STEAM ACADEMY AT BALCH SPRINGS (YWSA) | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,985,537 | 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 | $4,686,666 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,752,567 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | $40 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,439,273 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,439,273 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LANE GORMAN TRUBITT LLC | $38,600 | $23,160 | $15,440 |
| TAX REVIEW FEE - BOA | $1,675 | $1,005 | $670 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA AS CORPORATE TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINSTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME SECURITIES | AT COST | $40,977,485 | $40,814,859 |
| EQUITY SECURITIES | AT COST | $69,517,337 | $101,342,930 |
| ALTERNATIVE INVESTMENTS | AT COST | $32,089,756 | $35,919,090 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOLLAND & KNIGHT LLP | CategoryTxt |
| Legal Fees | $35,042 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,042 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANTMAKING EXPENSE | $452,727 | $0 | $452,727 |
| PARTNERSHIP EXPENSES | $47,834 | $47,834 | $0 |
| INSURANCE | $28,167 | $16,901 | $11,266 |
| OTHER INVESTMENT FEE | $3,070 | $3,070 | $0 |
| INVESTMENT EXPENSES | $185 | $185 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP TO TAX DIFFERENCES | Desc |
| Amt | $315,088 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT CONSULTING - KAREN SHUFORD | $35,000 | $0 | $35,000 |
| INVESTMENT ADVISORY FEES | $231,779 | $231,779 | $0 |
| EPIC BOUND - MANUSCRIPT | $50,000 | $0 | $50,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ESTIMATES | $230,681 | $0 | $0 |
| FOREIGN TAXES | $84,255 | $84,255 | $0 |
Comments