GAYDEN FAMILY FOUNDATION TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GAYDEN FAMILY FOUNDATION TR (EIN 75-6563143)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401359349102410
- Schema version
- 2013v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T15:19:27-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 VICTORY AVENUE SUITE 2000 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756563143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gayden Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STACY BROCK | InCareOfNm |
| Business Name Control | GAYD | BusinessNameControlTxt |
| Phone | 9727018377 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13727 Noel Road | AddressLine1 |
| Address Line2 | Suite 1200 | AddressLine2 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75240 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Gayden | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-05-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stewart Goodson | PreparerPersonNm |
| Phone | 2149698000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,368,039 | 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 | $240,850 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $340 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $340 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $578,042 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $578,042 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,035,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,928,688 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,035,297 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,854,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,613,679 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,613 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $33,176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,403 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $422 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $184 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $42,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,554,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,554,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,596,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,557,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $257,568 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,594,979 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,027,427 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,100,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,100,921 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $25,216,910 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,267,118 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,267,118 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,244,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,368,039 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,368,039 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $28,244,337 | CapitalStockBOYAmt |
| Capital Stock EOY | $33,368,039 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,244,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,368,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,244,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,368,039 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,244,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $257,568 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,047,551 | OtherIncreasesAmt |
| Subtotal | $33,549,456 | SubtotalAmt |
| Other Decreases | $181,417 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,368,039 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| TOTAL LONG TERM CAPITAL GAIN DIVIDENDS | $168,815 | |||
| PUBLICLY TRADED SECURITIES | $866,482 | $3,928,688 | $3,062,206 | $866,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,035,297 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,167,747 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,519,112 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047626 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,132,469 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,631,631 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050039 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $926,663 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,970,552 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048847 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $460,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,477,153 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031774 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $721,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,514,015 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043693 | DistributionYr5Rt |
| Total Distribution | 0.221979 | TotalDistributionRt |
| Average Distribution | 0.044396 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,481,364 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,397,647 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,950 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,413,597 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,557,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $15,950 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,950 | SubtotalAmt |
| Tax Based On Investment Income | $15,950 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $1,531 | OverpaymentAmt |
| Applied To ES Tax | $1,531 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACY BROCK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9726281678 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13727 NOEL ROAD SUITE 1200 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75240 | ZIPCode |
| 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM K GAYDEN | ||||||
| 13727 NOEL ROAD 1200 | DALLAS | TX | 75240 | CO-TRUSTEE | 0 | $0 |
| CYNTHIA N GAYDEN | ||||||
| 13727 NOEL ROAD 1200 | DALLAS | TX | 75240 | CO-TRUSTEE | 0 | $0 |
| ELIZABETH G WILLIAMS | ||||||
| 13727 NOEL ROAD 1200 | Dallas | TX | 75240 | CO-TRUSTEE | 0 | $0 |
| KATHERINE G KEENAN | ||||||
| 13727 NOEL ROAD 1200 | Dallas | TX | 75240 | CO-TRUSTEE | 0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,812,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,148,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,960,776 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,960,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $479,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,481,364 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,574,068 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,574,068 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,950 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,950 | TotalTaxAmt |
| Distributable Before Adj | $1,558,118 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,558,118 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,558,118 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,557,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,557,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,950 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,541,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,558,118 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $28,949 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,297 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,246 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,557,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,557,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $868 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $868 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,378 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $40,378 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $28,081 | ExcessFromYear2Amt |
| Excess From Year1 | $12,297 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM K GAYDEN | ContributingManagerNm |
| Contributing Manager | CYNTHIA N GAYDEN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION OF GREATER DALLAS | ||||||||
| 4144 N CENTRAL EXPRESSWAY | SUITE 750 | DALLAS | TX | 75204 | NONE | PC | GENERAL FUNDING | $10,000 |
| AUSTIN PRESBYTERIAN THEOLOGICAL SEMINARY | ||||||||
| 100 EAST 27TH STREET | AUSTIN | TX | 78705 | NONE | PC | GENERAL FUNDING | $370,000 | |
| AUSTIN STREET SHELTER | ||||||||
| PO Box 710729 | DALLAS | TX | 75371 | NONE | PC | GENERAL FUNDING | $10,000 | |
| BAYLOR HEALTH CARE SYSTEM FOUNDATION | ||||||||
| 3600 GASTON AVENUE | BARNETT TOWER SUITE 100 | DALLAS | TX | 75246 | NONE | PC | GENERAL FUNDING | $5,000 |
| Bo's Place | ||||||||
| 10050 Buffalo Speedway | Houston | TX | 77054 | NONE | PC | General Funding | $5,000 | |
| CASETA | ||||||||
| PO Box 667487 | Houston | TX | 77266 | NONE | PC | GENERAL FUNDING | $5,000 | |
| CHILDREN'S MEDICAL CENTER | ||||||||
| 2777 STEMMONS FREEWAY | DALLAS | TX | 75207 | NONE | PC | GENERAL FUNDING/FOOD ALLERGY RESEARCH | $160,000 | |
| DALLAS CASA | ||||||||
| 2815 GASTON AVENUE | DALLAS | TX | 75226 | NONE | PC | GENERAL FUNDING | $15,000 | |
| Dallas Children's Advocacy Center | ||||||||
| 3611 Swiss Ave | SUITE 107 | Dallas | TX | 75204 | NONE | PC | General Funding | $10,000 |
| THE DALLAS WOMAN'S CLUB FOUNDATION | ||||||||
| 7000 PARK LANE | DALLAS | TX | 75225 | NONE | PC | SCHOLARSHIP | $5,000 | |
| FOOD ALLERGY & ANAPHYLAXIS NETWORK | ||||||||
| 11781 Lee Jackson Highway | FAIRFAX | VA | 22033 | NONE | PC | GENERAL FUNDING | $25,000 | |
| GENESIS WOMAN'S SHELTER | ||||||||
| 4411 Lemmon Ave Ste 201 | DALLAS | TX | 75219 | NONE | PC | GENERAL FUNDING | $27,500 | |
| GEORGE W BUSH PRESIDENTIAL CENTER | ||||||||
| 2943 SMU Blvd | DALLAS | TX | 75205 | NONE | PC | GENERAL FUNDING | $10,000 | |
| HIGHLAND PARK PRESBYTERIAN DAY SCHOOL | ||||||||
| 3821 UNIVERSITY BLVD | DALLAS | TX | 75205 | NONE | PC | GENERAL FUNDING | $25,000 | |
| HIGHLAND PARK PRESBYTERIAN CHURCH | ||||||||
| 3821 UNIVERSITY BLVD | DALLAS | TX | 75205 | NONE | PC | GENERAL FUNDING | $100,000 | |
| HOCKADAY SCHOOL | ||||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | NONE | PC | ANNUAL FUND | $1,750 | |
| HUMANE SOCIETY OF NORTH TEXAS | ||||||||
| 1830 EAST LANCASTER | SUITE 16 - BOX D | FORT WORTH | TX | 76103 | NONE | PC | GENERAL FUNDING | $15,000 |
| INTOUCH MINISTRIES | ||||||||
| PO BOX 620362 | 30362 | ATLANTA | GA | 30357 | NONE | PC | GENERAL FUNDING | $11,000 |
| Livada Orphan Care | ||||||||
| 2001 W Plano Pkwy STE 3430 | Plano | TX | 75075 | NONE | PC | GENERAL FUNDING | $1,000 | |
| MAD FOR PLAID (HIGHLAND PARK EDUCATION FOUNDATION) | ||||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75205 | NONE | PC | GENERAL FUNDING | $5,000 | |
| Make a Wish Foundation | ||||||||
| 1604 Bissonnet | HOUSTON | TX | 77005 | NONE | PC | GENERAL FUNDING | $5,000 | |
| NATIONAL ECZEMA ASSOCIATION | ||||||||
| 4460 REDWOOD HIGHWAY | Suite 16 - Box D | SAN RAFAEL | CA | 949031953 | NONE | PC | GENERAL FUNDING | $25,000 |
| Nehemiah Center Inc | ||||||||
| 5015 Fannin | Houston | TX | 77004 | NONE | PC | GENERAL FUNDING | $10,000 | |
| North Texas Food Bank | ||||||||
| 4500 S Cockrell Hill Rd | Dallas | TX | 75236 | None | PC | General Funding | $25,000 | |
| Operation Kindness | ||||||||
| 3201 Earhart Drive | Carrollton | TX | 75006 | None | PC | General Funding | $15,000 | |
| PANHANDLE PLAINS HISTORICAL SOCIETY | ||||||||
| 2503 FOURTH AVENUE | WTAMU Box 60967 | CANYON | TX | 79016 | NONE | PC | MUSEUM | $21,500 |
| PRESBYTERIAN SCHOOL | ||||||||
| 5300 MAIN STREET | HOUSTON | TX | 77004 | NONE | PC | GENERAL FUNDING | $15,000 | |
| Reading & Radio Resource | ||||||||
| 2007 Randall Street | Dallas | TX | 75201 | None | PC | GENERAL FUNDING | $15,000 | |
| SALVATION ARMY | ||||||||
| 8787 N Stemmons Freeway | SUITE 800 | DALLAS | TX | 75247 | NONE | PC | GENERAL FUNDING | $200,000 |
| SOUTHWESTERN MEDICAL FOUNDATION | ||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 753909009 | NONE | PC | GENERAL FUNDING | $200,000 | |
| SPCA OF TEXAS | ||||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | NONE | PC | GENERAL FUNDING | $10,000 | |
| THE STEWPOT | ||||||||
| 408 PARK AVENUE | DALLAS | TX | 75201 | NONE | PC | GENERAL FUNDING | $25,000 | |
| STRAYDOG INC | ||||||||
| PO BOX 1465 | GUN BARREL CITY | TX | 75147 | NONE | PC | GENERAL FUNDING | $25,000 | |
| Texas State Historical Association | ||||||||
| 1155 Union Circle 311580 | Denton | TX | 762035017 | NONE | PC | General Funding | $10,000 | |
| TREASURE STREET | ||||||||
| TEXAS SCOTTISH RITE HOSPITAL | 2222 Welborn Street | DALLAS | TX | 75219 | NONE | PC | GENERAL FUNDING | $5,000 |
| TRINITY RIVER AUDUBON CENTER | ||||||||
| 6500 S LOOP 12 | DALLAS | TX | 75217 | NONE | PC | GENERAL FUNDING | $15,000 | |
| UNITED WAY OF METROPOLITAN DALLAS | ||||||||
| 901 ROSS AVENUE | DALLAS | TX | 75202 | NONE | PC | GENERAL FUNDING | $15,000 | |
| VISITING NURSES ASSOCIATION | ||||||||
| 1440 W MOCKINGBIRD LANE | DALLAS | TX | 752474929 | NONE | PC | MEALS ON WHEELS | $25,000 | |
| VOICE OF HOPE | ||||||||
| 4120 GENTRY LANE | DALLAS | TX | 75212 | NONE | PC | GENERAL FUNDING | $5,000 | |
| YOUTH BELIEVING IN CHANGE | ||||||||
| 8574 STULTS ROAD | DALLAS | TX | 75243 | NONE | PC | GENERAL FUNDING | $10,000 | |
| BIG THOUGHT | ||||||||
| 2501 Oak Lawn Ave Ste 550 | Dallas | TX | 75219 | NONE | PC | General Funding | $1,000 | |
| Cure Alzheimer's Fund | ||||||||
| 34 Washington St Ste 200 | Wellesley Hills | MA | 02481 | NONE | PC | General Funding | $10,000 | |
| Episcopal High School | ||||||||
| 4650 Bissonnet | Bellaire | TX | 77401 | NONE | PC | GENERAL FUNDING | $10,000 | |
| Fractured Atlas | ||||||||
| 248 West 35th St | 10th Floor | New York | NY | 10001 | NONE | PC | Pastel Poet of the Texas Plains | $5,000 |
| Friends of KERA & KXT | ||||||||
| 3000 Harry Hines Blvd | Dallas | TX | 75201 | NONE | PC | General Funding | $1,000 | |
| JDRF | ||||||||
| 8700 Crownhill Blvd Ste 803 | San Antonio | TX | 78209 | NONE | PC | General Funding | $10,000 | |
| The Old Jail Art Center | ||||||||
| 201 South Second St | Albany | TX | 76430 | NONE | PC | Catalogue Support/Lucien Abrams Exhibition | $5,000 | |
| Trinity Christian Academy | ||||||||
| 17480 Dallas Pkwy Ste 115 | Dallas | TX | 75287 | NONE | PC | General Funding | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,554,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $340 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $578,042 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,035,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,613,679 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,613,679 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MR MRS WILLIAM K GAYDEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6230 DELOACHE AVENUE | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $240,850 | 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 | 1,000 Shares Mettler-Toledo | NoncashPropertyDesc |
| Fair Market Value | $240,850 | FairMarketValueAmt |
| Received | 2013-09-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SMALL CAP | $776,827 | $776,827 |
| VANGUARD TOTAL BOND MARKET | $0 | $0 |
| DODGE & COX INTERNATIONAL | $1,961,279 | $1,961,279 |
| CAPITAL COUNSEL | $2,031,269 | $2,031,269 |
| TIFF | $1,692,143 | $1,692,143 |
| FIDELITY SPARTAN 500 | $2,388,549 | $2,388,549 |
| FIDELITY SPARTAN INTL | $4,841,696 | $4,841,696 |
| DFA US SMALL CAP | $1,997,997 | $1,997,997 |
| DFA EMERGING MARKETS VALUE | $105,075 | $105,075 |
| DFA INTERNATIONAL SMALL CAP | $154,099 | $154,099 |
| ISHARES S&P 500 | $793,097 | $793,097 |
| VANGUARD INSTITUTIONAL | $11,521,671 | $11,521,671 |
| BLACKROCK | $3,003,416 | $3,003,416 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BASIS ADJUSTMENT ON CONTRIBUTED STOCK | $179,264 |
| ACCRUED INCOME | $2,153 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PENALTY | $238 | |
| BOND PREM AMORT CALC BY BROKER | $184 | $184 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED BOOK GAIN ON STOCK | Description |
| Amount | $5,047,551 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,613 | Amt |
| Net Investment Income | $3,613 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHOLDING | $12,403 | $12,403 |
| FEDERAL TAX PAYMENTS | $20,773 |
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