ANTHONY FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY FAMILY FOUNDATION (EIN 75-2681504)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-27
- IRS object ID
- 201401479349100360
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-27T12:03:14-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cantrell & Associates PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12160 Abrams RoadLb-30Ste509 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752434523 | 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 | 752681504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 9729914484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 COIT ROAD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75251 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA S ANTHONY | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2014-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John M Ellis | PreparerPersonNm |
| PTIN | P01246341 | PTIN |
| Phone | 9726904233 | 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 | $1,115,479 | 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 |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,616 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $323,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,074 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $66,705 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,705 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $8,150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,150 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,809 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,809 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $186 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $186 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,660 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,965 | CashBOYAmt |
| Cash EOY | $11,792 | CashEOYAmt |
| Cash EOYFMV | $11,792 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,326 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,326 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $937,165 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $927,193 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,088,361 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $973,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $954,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,115,479 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $973,051 | CapitalStockBOYAmt |
| Capital Stock EOY | $954,311 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $973,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $954,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $973,051 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $954,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $973,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,740 | ExcessRevenueOverExpensesAmt |
| Subtotal | $954,311 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $954,311 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt |
|---|---|
| Capital Gain Dividends | |
| $1,579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,074 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,745 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,277 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $939,278 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05246 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,796 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $933,682 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05548 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,795 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $857,543 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05224 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,402 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $742,070 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04906 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,625 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $963,335 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02971 | DistributionYr5Rt |
| Total Distribution | 0.23894 | TotalDistributionRt |
| Average Distribution | 0.04779 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,042,577 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,824 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $537 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,361 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,400 | 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 | $537 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $537 | SubtotalAmt |
| Tax Based On Investment Income | $537 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Overpayment | $851 | OverpaymentAmt |
| Applied To ES Tax | $540 | AppliedToESTaxAmt |
| Refund | $311 | RefundAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | CINDI S ANTHONY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9729914484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 COIT ROAD SUITE 970 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75251 | 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 | false | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| R JAY ANTHONY | ||||||
| 12770 COIT ROAD STE 970 | DALLAS | TX | 75251 | PRES/DIR | 1.00 | $0 |
| CYNTHIA S ANTHONY | ||||||
| 12770 COIT ROAD STE 970 | DALLAS | TX | 75251 | VP/S/TR/DIR | 1.00 | $0 |
| JAMES KEVIN FLYNN | ||||||
| 12770 COIT ROAD STE 970 | DALLAS | TX | 75251 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,024,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,058,454 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,058,454 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,877 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,042,577 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $537 | TotalTaxAmt |
| Distributable Before Adj | $51,592 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,592 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,592 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $72,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $537 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,863 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,592 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $454 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,059 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,513 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,400 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,592 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,808 | RemainingDistriFromCorpusAmt |
| Total Corpus | $29,321 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $29,321 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $454 | ExcessFromYear2Amt |
| Excess From Year1 | $8,059 | ExcessFromYear1Amt |
| Excess From Current Year | $20,808 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | R JAY ANTHONY | ContributingManagerNm |
| Contributing Manager | CYNTHIA S ANTHONY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANTHONY FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12770 COIT ROAD SUITE 970 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9729914484 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST STATING INTENDED USE OF FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRESTON HOLLOW PRESBYTERIAN CHURCH | |||||||||||
| 9800 PRESTON ROAD | DALLAS | TX | 75230 | NONE | PC | UNRESTRICTED | $25,000 | ||||
| VICKERY MEADOW LEARNING CENTER | |||||||||||
| 6329 RIDGECREST | DALLAS | TX | 75231 | NONE | PC | UNRESTRICTED | $3,500 | ||||
| CRYSTAL CHARITY BALL | |||||||||||
| 3838 OAK LAWN AVENUE | DALLAS | TX | 75219 | NONE | PC | UNRESTRICTED | $1,000 | ||||
| CASSADY SCHOOL | |||||||||||
| 9500 N PENNSYLVANIA AVE | THE VILLAGE | OK | 73120 | NONE | PC | UNRESTRICTED | $300 | ||||
| MULTIPLE SCLEROSIS SOCIETY | |||||||||||
| 2105 LUNA RD | CARROLLTON | TX | 75006 | NONE | PC | UNRESTRICTED | $2,500 | ||||
| DUKE UNIV FUQUA SCHOOL OF BUSINESS | |||||||||||
| 100 FUQUA DRIVE | DURHAM | NC | 27708 | NONE | PC | UNRESTRICTED | $2,000 | ||||
| CONNEMARA CONSERVANCY | |||||||||||
| 10005 TECHNOLOGY BLVD W | DALLAS | TX | 75220 | NONE | PC | UNRESTRICTED | $500 | ||||
| THE BROOKWOOD COMMUNITY | |||||||||||
| 1752 FM 1 | BROOKSHIRE | TX | 77423 | NONE | PC | UNRESTRICTED | $2,500 | ||||
| GIBI CONFERENCE | |||||||||||
| 1901 N AKARD STREET | DALLAS | TX | 75201 | NONE | PC | UNRESTRICTED | $6,000 | ||||
| EAST DALLAS COMMUNITY SCHOOL | |||||||||||
| 924 WAYNE ST | DALLAS | TX | 75223 | NONE | PC | UNRESTRICTED | $1,000 | ||||
| UNIV OF NORTH TEXAS FOUNDATION | |||||||||||
| 1155 UNION CIRCLE 311250 | DENTON | TX | 76203 | NONE | PC | UNRESTRICTED | $250 | ||||
| AMERICAN RED CROSS | |||||||||||
| 4800 HARRY HINES BLVD | DALLAS | TX | 75235 | NONE | PC | UNRESTRICTED | $2,500 | ||||
| DAVIDSON COLLEGE | |||||||||||
| 405 N MAIN ST | DAVIDSON | NC | 28305 | NONE | PC | UNRESTRICTED | $100 | ||||
| DALLAS SYMPHONY | |||||||||||
| 2301 FLORA ST | DALLAS | TX | 75201 | NONE | PC | UNRESTRICTED | $250 | ||||
| UNITED WAY | |||||||||||
| 1800 N LAMAR ST | DALLAS | TX | 75202 | NONE | PC | UNRESTRICTED | $1,000 | ||||
| EXODUS MINISTRIES | |||||||||||
| 4630 MUNGER AVE | DALLAS | TX | 75204 | NONE | PC | UNRESTRICTED | $250 | ||||
| DOCTORS WITHOUT BORDERS | |||||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $500 | ||||
| NORTH TEXAS FOOD BANK | |||||||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PC | UNRESTRICTED | $1,000 | ||||
| CROSS INTERNATIONAL | |||||||||||
| 600 SW THIRD STREET SUITE 2201 | POMPANO BEACH | FL | 33060 | NONE | PC | UNRESTRICTED | $500 | ||||
| ELEVATE LIFE CHURCH | |||||||||||
| 8500 TEEL PKWY | FRISCO | TX | 75034 | NONE | PC | UNRESTRICTED | $500 | ||||
| CHRISTIAN WORKS FOR CHILDREN | |||||||||||
| 5440 HARVEST HILL RD 140 | DALLAS | TX | 75230 | NONE | PC | UNRESTRICTED | $1,000 | ||||
| CHILDREN OF UGANDA | |||||||||||
| PO BOX 659 | CHARLES TOWN | WV | 25414 | NONE | PC | UNRESTRICTED | $10,000 | ||||
| USO WARRIOR CENTER AT LANDSTUHL | |||||||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | NONE | PC | UNRESTRICTED | $250 | ||||
| JESUIT CHALLENGE DRIVE | |||||||||||
| 12345 INWOOD ROAD | DALLAS | TX | 75244 | NONE | PC | UNRESTRICTED | $1,000 | ||||
| ABLE CHILD AFRICA | |||||||||||
| NONE | PC | UNRESTRICTED | $9,000 | SOUTHBANK HOUSE BLACK PRINCE RD | LONDON | UK | SE1 7SJ | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,616 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,074 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,705 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,705 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS MANAGED ACCT #559-6 | FMV | $175,084 | $199,755 |
| GOLDMAN SACHS MANAGED ACCT #672-7 | FMV | $90,493 | $111,426 |
| GOLDMAN SACHS MANAGED ACCT #673-5 | FMV | $110,277 | $128,318 |
| GOLDMAN SACHS MANAGED ACCT #675-0 | FMV | $164,478 | $213,318 |
| GOLDMAN SACHS MANAGED ACCT #676-8 | FMV | $159,089 | $219,517 |
| GOLDMAN SACHS MANAGED ACCT #687-5 | FMV | $227,772 | $216,027 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $186 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $186 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $8,150 | Amt |
| Net Investment Income | $8,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $936 | $936 |
| U.S. TREASURY | $2,873 | $2,873 |
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