PEROT FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PEROT FOUNDATION (EIN 75-6093258)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-29
- IRS object ID
- 201423029349100217
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-29T15:36:52-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800168836 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Petrus Trust Company LTA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 269014 | AddressLine1 |
| City | Plano | City |
| State | TX | State |
| ZIP Code | 75026 | 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 | 756093258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Perot Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERO | BusinessNameControlTxt |
| Phone | 9725351900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 269014 | AddressLine1 |
| City | Plano | City |
| State | TX | State |
| ZIP Code | 75026 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JYROBB III | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9725351900 | PhoneNum |
| Signature | 2014-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kami M Majni | PreparerPersonNm |
| PTIN | P01080813 | PTIN |
| Phone | 9725351900 | 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 | $82,162,619 | 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 | $20,189,255 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $578,917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $578,917 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,350 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $95,350 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $99,322 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,624 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,962,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $694,891 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $73,767 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $73,767 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,065 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,065 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $487 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $487 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,858 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,762 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $3,397 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,397 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $110,232 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94,063 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,169 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $288,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $176,647 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,955,379 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,955,379 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,244,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,132,026 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,718,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $600,732 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,629 | CashBOYAmt |
| Cash EOY | $6,953 | CashEOYAmt |
| Cash EOYFMV | $6,953 | CashEOYFMVAmt |
| Other Investments BOY | $70,854,021 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $76,724,365 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,801,637 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $164,942 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,681 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $163,261 | LandBOYAmt |
| Land EOY | $163,261 | LandEOYAmt |
| Land EOYFMV | $163,261 | LandEOYFMVAmt |
| Other Assets BOY | $4,335,768 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,190,768 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,190,768 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $75,367,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,085,347 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,162,619 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $49 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $44 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $49 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $75,367,630 | RetainedEarningBOYAmt |
| Retained Earning EOY | $81,085,303 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,367,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,085,303 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,367,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,085,347 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,367,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,718,659 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $81,086,289 | SubtotalAmt |
| Other Decreases | $986 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,085,303 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| Petrus Short Term Fund | P | $3,404 | $3,404 |
| Petrus Short Term Fund | P | $2,443 | $2,443 |
| Petrus Securities, LP | P | $80,141 | $80,141 |
| Petrus Securities, LP | P | $55,086 | $55,086 |
| Petrus Quantitative Strategies Fund - Sec 1256 ST | P | -$9,520 | -$9,520 |
| Petrus Quantitative Strategies Fund - Sec 1256 LT | P | -$14,280 | -$14,280 |
| Petrus Quantitative Strategies Fund - Sec 988 Loss | P | -$21,924 | -$21,924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,350 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,243,435 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $56,849,157 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.232957 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,505,875 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $72,374,191 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.255697 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,403,324 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $83,330,217 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.136845 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,703,694 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $92,277,734 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.126831 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,464,913 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $92,911,452 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.123396 | DistributionYr5Rt |
| Total Distribution | 0.875726 | TotalDistributionRt |
| Average Distribution | 0.175145 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $63,003,335 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,034,719 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,007 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,040,726 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,132,026 | 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 | $6,007 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,007 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,657 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,657 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,650 | OverpaymentAmt |
| Applied To ES Tax | $7,650 | 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 | JY Robb III | IndividualWithBooksNm |
| Phone | 9725351930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 W Plano Parkway | AddressLine1 |
| City | Plano | City |
| State | TX | State |
| ZIP Code | 75075 | ZIPCode |
| 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| H Ross Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | President, Director | 0.00 | $0 | $0 | $0 |
| Margot B Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Carolyn P Rathjen | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Vice Pres, Exec Director | 20.00 | $36,000 | $0 | $0 |
| John T Walter Jr | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Secretary, Director | 0.00 | $0 | $0 | $0 |
| H Ross Perot Jr | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Nancy E Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Suzanne P McGee | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Katherine P Reeves | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| Bette Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | $0 | $0 | $0 |
| J Y Robb III | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Treasurer | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Trudy Renna | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 269014 | AddressLine1 |
| City | Plano | City |
| State | TX | State |
| ZIP Code | 75026 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Administrative Assis | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $73,767 | CompensationAmt |
| Employee Benefits | $3,426 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation provides shelter for unrelated individuals who are officers of the Salvation Army | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | The Foundation provides assistance to unrelated indigent individuals | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | The Foundation provides assistance in obtaining medical care to unrelated military personnel, veterans and their families | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
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 | $63,934,463 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,962,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $63,962,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $959,442 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,003,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,150,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,150,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,007 | TotalTaxAmt |
| Distributable Before Adj | $3,144,160 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,144,160 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,144,160 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,132,026 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,132,026 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,007 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,126,019 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,144,160 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,875,565 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,130,738 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,275,164 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,905,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,427,613 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,614,095 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,132,026 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,144,160 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,987,866 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $58,601,961 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $6,875,565 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,726,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,130,738 | ExcessFromYear4Amt |
| Excess From Year3 | $7,275,164 | ExcessFromYear3Amt |
| Excess From Year2 | $14,905,015 | ExcessFromYear2Amt |
| Excess From Year1 | $10,427,613 | ExcessFromYear1Amt |
| Excess From Current Year | $11,987,866 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H Ross Perot | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Carolyn P Rathjen | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 269014 | AddressLine1 |
| City | Plano | City |
| State | TX | State |
| ZIP Code | 75026 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9725351900 | RecipientPhoneNum |
| Form And Info And Materials | Please contact the named person above for details | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Please contact the named person above for details | SubmissionDeadlinesTxt |
| Restrictions On Awards | Please contact the named person above for details | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (133 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aberg Center for Literacy | |||||||||||
| 5100 Ross Ave | Dallas | TX | 75206 | None | Public Charity | General Fund | $3,000 | ||||
| Airbourne Rangers of the Korean War | |||||||||||
| 15616 Putman Rd | Rogers | AR | 727567875 | None | Public Charity | General Fund | $2,000 | ||||
| Alley's House | |||||||||||
| 4907 Spring Ave Suite 103 | Dallas | TX | 75210 | None | Public Charity | Empowers teen mothers and their children to achieve independence through support services, education and mentoring | $5,000 | ||||
| Alonzo Lunsford - American Airlines | |||||||||||
| 14800 Frye Road | Fort Worth | TX | 76155 | None | Public Charity | Military travel expenses | $523 | ||||
| Alzheimer's AWARE | |||||||||||
| 3936 Maple Ave Ste 390 | Dallas | TX | 75219 | None | Public Charity | Medical research | $1,000 | ||||
| American Heart Association | |||||||||||
| 105 Decker Court Ste 200 | Irving | TX | 75062 | None | Public Charity | Medical research | $10,000 | ||||
| Austin Street Center | |||||||||||
| PO Box 710729 | Dallas | TX | 75371 | None | Public Charity | Programs for homeless families | $20,000 | ||||
| Bermuda Institute of Ocean Sciences | |||||||||||
| None | Public Charity | Non-profit marine research and educational institute | $50,000 | 17 Biological Station | St. Georges GE 01 | BD | |||||
| Booker T Washington High School of the Performing Arts | |||||||||||
| PO Box 192648 | Dallas | TX | 75219 | None | Public Charity | Performing arts education | $2,500 | ||||
| Boy Scouts Circle Ten Council | |||||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | None | Public Charity | Provide programs to scouts | $300,000 | ||||
| Boys & Girls Club of Greater Dallas | |||||||||||
| 4816 Worth Street | Dallas | TX | 75246 | None | Public Charity | Underwriting for Billiard Ball, benefiting Boys & Girls Club of Greater Dallas | $5,000 | ||||
| Boys & Girls Club of New York | |||||||||||
| 287 East 10th Street | New York | NY | 10009 | None | Public Charity | Tribute to Elaine Langone | $2,500 | ||||
| Bryan's House | |||||||||||
| PO Box 35868 | Dallas | TX | 75235 | None | Public Charity | General Fund | $50,000 | ||||
| Camp John Marc | |||||||||||
| 2824 Swiss Ave | Dallas | TX | 75204 | None | Public Charity | Holds, manages, and invests endowment funds of special camps for special kids | $10,000 | ||||
| Camp Summit | |||||||||||
| 1721 Campbell Road Suite 180-W | Dallas | TX | 75252 | None | Public Charity | Making a difference in the lives of children and adults with disabilities. | $1,400 | ||||
| Chase's Place | |||||||||||
| 14210 Marsh Lane | Addison | TX | 75001 | None | Public Charity | Non-Profit school for students with developmental disabilities | $5,000 | ||||
| Children's Medical Center Foundation | |||||||||||
| 2777 Stemmons at Inwood Suite 700 | Dallas | TX | 75207 | None | public Charity | Cyndi Bassel Award | $5,000 | ||||
| Children's Medical Center | |||||||||||
| 2777 Stemmons Freeway Suite 1233 | Dallas | TX | 75235 | None | Public Charity | Medical research | $5,000 | ||||
| CIA Officers Memorial Foundation | |||||||||||
| PO Box 405 | Herndon | VA | 201720405 | None | Public Charity | Sponsor of the CIA Officers Memorial Foundation fundraising dinner | $10,000 | ||||
| Circle of Support | |||||||||||
| PO Box 398994 | Dallas | TX | 75339 | None | Public Charity | Summer learning program | $35,000 | ||||
| City Square | |||||||||||
| 511 N Akard Street Ste 302 | Dallas | TX | 75201 | None | Public Charity | Social justice organization fighting the root causes of poverty | $10,000 | ||||
| Clayton Dabney Foundation for Kids with Cancer | |||||||||||
| 6500 Greenville Ave 342 | Dallas | TX | 75206 | None | Public Charity | Provide anonymous assistance to needy families of cancer victims | $10,000 | ||||
| Command and General Staff College Foundation Inc | |||||||||||
| 100 Stimson Ave Ste 1149 | Fort Leavenworth | KS | 66027 | None | Public Charity | Fund Col. Arthur D. Simons Center for the Study of Interagency Cooperation | $735,000 | ||||
| Congressional Medal of Honor Foundation | |||||||||||
| 252 North Washington Street | Falls Church | VA | 22046 | None | Public Charity | Underwrite Honor Patriot Award Dinner | $10,000 | ||||
| CONTACT Crisis Line | |||||||||||
| PO Box 800742 | Dallas | TX | 75380 | None | Public Charity | Support for Crisis Help Line Providing Emergency Assistance and Outreach | $28,000 | ||||
| Crystal Charity Ball | |||||||||||
| 30 Highland Park Village Ste 206 | Dallas | TX | 75205 | None | Public Charity | Aid & support to children's charities in Dallas County | $10,000 | ||||
| CurePSP | |||||||||||
| 30 E Padonia Road Suite 201 | Timonium | MD | 21093 | None | Public Charity | Medical research | $100,000 | ||||
| Dallas Arboretum | |||||||||||
| 8525 Garland Road | Dallas | TX | 75218 | None | Public Charity | General Fund | $2,500 | ||||
| Dallas Children's Advocacy Center | |||||||||||
| 5351 Samuell Blvd | Dallas | TX | 75228 | None | Public Charity | Support of child abuse victims | $1,000 | ||||
| Dallas Children's Theater | |||||||||||
| 5938 Skillman | Dallas | TX | 75231 | None | Public Charity | Sustainability Campaign for capital improvements and operations | $5,000 | ||||
| Dallas Historical Society | |||||||||||
| PO Box 150038 | Dallas | TX | 75315 | None | Public Charity | To explore, preserve, and instill appreciation for the diverse history of Dallas and Texas | $1,500 | ||||
| Dallas Museum of Art | |||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for art programs | $5,081,300 | ||||
| Dallas Symphony Association | |||||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support for the performing arts | $1,011,000 | ||||
| Devon Colbert Fund | |||||||||||
| 385 South Goliad | Rockwall | TX | 75087 | None | Public Charity | Firefighters' Ball Sponsorship | $1,000 | ||||
| DFW Hospital Council Foundation | |||||||||||
| 250 Decker Drive | Irving | TX | 75062 | None | Public Charity | Medical research | $104,866 | ||||
| Easter Seals | |||||||||||
| PO Box 2667 | Fort Worth | TX | 76113 | None | Public Charity | Making a difference in the lives of children and adults with disabilities | $500 | ||||
| Educational First Steps | |||||||||||
| 2804 Swiss Avenue | Dallas | TX | 75204 | None | Public Charity | Improving the quality and availability of early childhood education for economically disadvantaged children | $50,000 | ||||
| Educational Opportunities Inc | |||||||||||
| 8350 N Central Expressway Suite 775 | Dallas | TX | 75206 | None | Public Charity | Offer financial assistance and mentoring support to hundreds of graduates from Dallas public schools as they pursue higher education. | $12,200 | ||||
| Episcopal School of Dallas | |||||||||||
| 4100 Merrell Road | Dallas | TX | 75229 | None | Public Charity | Education | $50,000 | ||||
| First Presbyterian Church of Greensburg | |||||||||||
| 300 S Main Street | Greensburg | PA | 15607 | None | Public Charity | Building maintenance | $65,000 | ||||
| Friends of KERA | |||||||||||
| 3000 Harry Hines Boulevard | Dallas | TX | 75201 | None | Public Charity | General Fund | $5,000 | ||||
| Friends of the Alzheimer's Disease Center | |||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | None | Public Charity | Support of Alzheimers disease research. | $2,500 | ||||
| Friends of the Bermuda Maritime Museum Inc | |||||||||||
| None | Public Charity | Marine research | $1,000 | PO Box MA133 | Sandy's | BD | |||||
| Friends of the Dallas Public Library | |||||||||||
| 3232 McKinney Ave Suite 855 | Dallas | TX | 75204 | None | Public Charity | Support for creation of the McDermott Fine Books Center | $21,000 | ||||
| General Tommy Franks Leadership Institute and Museum | |||||||||||
| PO Box 222 | Hobart | OK | 73651 | None | Public Charity | General Fund | $3,000 | ||||
| George C Marshall Foundation | |||||||||||
| PO Box 1600 | Lexington | VA | 22450 | None | Public Charity | Marshall Foundation makes Marshall-related information and material from its extensive collections available to students, scholars and researchers | $10,000 | ||||
| GI Film Festival | |||||||||||
| 2776 South Arlington Mill Drive Ste | Arlington | VA | 22206 | None | Public Charity | General Fund | $10,000 | 810 | |||
| Girl Scouts of Northeast Texas | |||||||||||
| 6001 Summerside Dr | Dallas | TX | 75252 | None | Public Charity | Funding for 100th Anniversary Gala | $625,000 | ||||
| Goucher College | |||||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 21204 | None | Public Charity | Liberal arts education that prepares students for a life of inquiry, creativity, and critical and analytical thinking | $750,000 | ||||
| Greater Dallas Veterans | |||||||||||
| 4400 Williamsburg Road | Dallas | TX | 75220 | None | Public Charity | Support for 2012 Dallas Veterans Parade | $5,000 | ||||
| Happy Hill Farm | |||||||||||
| 3846 North Highway 144 | Granbury | TX | 76048 | None | Public Charity | Education programs for underpriviledged kids | $5,000 | ||||
| Healing Hands Ministries | |||||||||||
| PO Box 741524 | Dallas | TX | 75374 | None | Public Charity | Medical & Dental clinic for needy | $5,000 | ||||
| Highland Park Presbyterian Church | |||||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Religious organization | $40,000 | ||||
| Jubilee Park and Community Center | |||||||||||
| 907 Bank Street | Dallas | TX | 75223 | None | Public Charity | Revitalization project of a poor neighborhood near Fair Park by building a community center | $50,000 | ||||
| Junior Achievement | |||||||||||
| 1201 West Executive Drive West | Richardson | TX | 75081 | None | Public Charity | Educating students to value free enterprise and economics | $10,000 | ||||
| Junior League of Dallas | |||||||||||
| 8003 Inwood Road | Dallas | TX | 75209 | None | Public Charity | Underwrite event benefiting children's charities | $7,500 | ||||
| Juvenile Diabetes Research Foundation | |||||||||||
| 9400 N Central Expressway Suite | Dallas | TX | 75231 | none | Public Charity | To find a cure for diabetes through the support of research | $25,000 | 1201 | |||
| Knights of Heroes Foundation | |||||||||||
| 2796 Glendale Drive | Loveland | CO | 80538 | None | Public Charity | Outdoor adventure camp for the children of fallen military members | $15,000 | ||||
| Les Femmes du Monde | |||||||||||
| 25 Highland Park Village 100-555 | Dallas | TX | 75205 | None | Public Charity | Women helping youth in health and education | $500 | ||||
| LifeNet Community Behavioral Healthcare | |||||||||||
| 9708 Skillman | Dallas | TX | 75243 | None | Public Charity | Empower people to rebuild and enhance their lives | $25,000 | ||||
| Make-A-Wish Foundation | |||||||||||
| 6655 Deseo | Irving | TX | 75039 | None | Public Charity | Granting the wishes of children in North Texas battling life-threatening medical conditions | $6,000 | ||||
| March of Dimes | |||||||||||
| 12660 Coit Road Suite 200 | Dallas | TX | 75251 | None | Public Charity | Improve the health of babies by preventing birth defects, premature birth and infant mortality. | $1,000 | ||||
| Marine Corps Scholarship Foundation | |||||||||||
| 909 N Washington Street Ste 400 | Alexandria | VA | 22314 | None | Public Charity | 50th New York Letherneck Scholarship Ball | $5,000 | ||||
| Mayor's Education Programs Fund | |||||||||||
| 3963 Maple Avenue Suite 390 | Dallas | TX | 75219 | None | Public Charity | Education fund | $5,000 | ||||
| Mental Health America of Greater Dallas | |||||||||||
| 624 Good Latimer Ste 200 | Dallas | TX | 75204 | None | Public Charity | To provide mental health education | $25,000 | ||||
| Momentum Texas | |||||||||||
| 1402 Corinth Ste 115 | Dallas | TX | 75215 | None | Public Charity | Promoting non-profit entrepreneurship | $5,000 | ||||
| Mothers Against Teen Violence | |||||||||||
| PO Box 150214 | Dallas | TX | 75315 | None | Public Charity | Research and implement best practices for teen violence prevention | $5,000 | ||||
| Mount Vernon Ladies' Association | |||||||||||
| PO Box 110 | Mount Vernon | VA | 22121 | None | Public Charity | Capital campaign for Fred W. Smith National Library for the Study of George Washington | $25,000 | ||||
| Mt Vernon Library | |||||||||||
| 3600 Mount Vernon Memorial Highway | Mount Vernon | VA | 22121 | None | Public Charity | Contribution of three canvas prints: George Washinton Crossing the Delaware, George Washington Prayer at Valley Forge, and George Washington portrait | $324 | ||||
| Nasher Sculpture Center | |||||||||||
| 2001 Flora Street | Dallas | TX | 75201 | None | Public Charity | Supporting the Arts | $1,000 | ||||
| National Alliance on Mental Illness | |||||||||||
| 6510 Abrams Road Suite 568 | Dallas | TX | 75231 | None | Public Charity | Relieve effects of severe mental illnesses | $5,000 | ||||
| National Infantry Foundation | |||||||||||
| PO Box 2823 | Columbus | GA | 31902 | None | Public Charity | Building fund for a new national infantry museum & soldier center | $100,000 | ||||
| National Vietnam Veterans Foundation | |||||||||||
| 1015 North Pelham Street | Alexandria | VA | 223041905 | None | Public Charity | Support of Veterans | $10,000 | ||||
| NC State Foundation | |||||||||||
| Campus Box 7401 | Raleigh | NC | 276957401 | None | Public Charity | Educational scholarships | $40,000 | ||||
| New Friends New Life | |||||||||||
| PO Box 192378 | Dallas | TX | 75219 | None | Public Charity | Support for women to escape the sex industry and make new lives for them and their children. | $25,000 | ||||
| Nexus | |||||||||||
| 8733 La Prada Drive | Dallas | TX | 75228 | None | Public Charity | Contribution to Women's Auxiliary of Nexus 2013 Spring Luncheon | $2,000 | ||||
| North Texas Food Bank | |||||||||||
| 4500 S Cockrell Hill Road | Dallas | TX | 75236 | None | Public Charity | Food 4 Kids Backpack Program | $10,000 | ||||
| Notre Dame School | |||||||||||
| 2018 Allen Street | Dallas | TX | 75204 | None | Public Charity | School for mentally challenged children from kindergarten to vocational grades | $2,500 | ||||
| NTCUSA | |||||||||||
| PO Box 93977 | Southlake | TX | 76092 | None | Public Charity | Honoring Midshipmen and Cadets | $5,000 | ||||
| Perot Museum of Nature and Science | |||||||||||
| PO Box 151469 | Dallas | TX | 75315 | None | Public Charity | Support for capital campaign | $150,000 | ||||
| Presbyterian Children's Homes | |||||||||||
| 4407 Bee Cave Road Suite 520 | Austin | TX | 78746 | None | Public Charity | Ministry to children suffering from abuse, abandonment, and hardship | $6,903 | ||||
| Presbyterian Communities and Services Foundation | |||||||||||
| 6100 Colwell Blvd Suite 225 | Irving | TX | 75039 | None | Public Charity | Help support the the annual, capital and endowment needs of Presbyterian Communities and Services and its misistry to older adults in the Dallas area facing life-limiting illness. | $1,000 | ||||
| Prevent Blindness | |||||||||||
| 3610 Fairmount Street | Dallas | TX | 75219 | None | Public Charity | Underwriting support of Eye Ball 2013 | $1,000 | ||||
| Promise House | |||||||||||
| 224 W Page Ave | Dallas | TX | 75208 | None | Public Charity | Emergency shelter, counseling, outreach, and education for teens | $30,000 | ||||
| Pure Hope | |||||||||||
| 800 Compton Road Ste 9224 | Cincinnati | OH | 45231 | None | Public Charity | Program to promote sexual purity | $100,000 | ||||
| Reasoning Mind | |||||||||||
| 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | None | Public Charity | Not for profit organization uitilizes online and face to face instruction in order for students to learn math. | $125,006 | ||||
| Renbrook School | |||||||||||
| 2865 Albany Ave | West Hartford | CT | 061171899 | None | Public Charity | Richard H. & Barbara B McLeod Scholarship Fund | $10,000 | ||||
| Retina Foundation of the Southwest | |||||||||||
| 9600 N Central Expwy Suite 200 | Dallas | TX | 75231 | None | Public Charity | Eye research into macular degeneration, pediatric eye disorders, and genetic eye diseases | $7,500 | ||||
| Rotary Club of Dallas | |||||||||||
| 1717 North Akard St | Dallas | TX | 75201 | None | Public Charity | Support for veterans and active duty military personnel | $25,000 | ||||
| SFA Chapter Dinner XI | |||||||||||
| 18346 Fairway Oaks Square | Leesburg | VA | 20176 | None | Public Charity | Support of Special Forces and Special Operation Forces soldiers, wounded warriors and their families. | $800 | ||||
| Sky Ranch | |||||||||||
| 600 N Pearl Street Ste 640 LB 148 | Dallas | TX | 75201 | None | Public Charity | Military Family Camp | $10,000 | ||||
| SMU Maguire Center for Ethics | |||||||||||
| PO Box 750460 | Dallas | TX | 75275 | None | Public Charity | Underwriting of 2013 J. Erik Jonsson Ethics Award Luncheon | $2,000 | ||||
| SMU Meadows School of the Arts | |||||||||||
| PO Box 750356 | Dallas | TX | 75275 | None | Public Charity | Provide student scholarships recruiting the next generation of creative leadership to SMU and Dallas | $5,000 | ||||
| Southwestern Diabetic Foundation | |||||||||||
| PO Box 918 | Gainesville | TX | 76241 | None | Public Charity | Campership program | $10,000 | ||||
| Special Forces Association | |||||||||||
| PO Box 6515 | MacDill AFB | FL | 33608 | None | Public Charity | Scholarship fund | $1,500 | ||||
| Special Programs for Aging Needs | |||||||||||
| 1800 Malone St | Denton | TX | 76201 | None | Public Charity | Provide Food & Shelter to the Elderly | $10,000 | ||||
| St James Place | |||||||||||
| 352 Main Street | Great Barrington | MA | 01230 | None | Public Charity | Historic preservation of St. James Church | $20,000 | ||||
| St Philip's School and Community Center | |||||||||||
| 1600 Pennsylvania Ave | Dallas | TX | 75215 | None | Public Charity | George T. Lee Scholarship | $33,000 | ||||
| Teach for America | |||||||||||
| 350 N St Paul Street Ste 2800 | Dallas | TX | 75201 | None | Public Charity | Movement to eliminate educational inequity | $250,000 | ||||
| Texarkana College | |||||||||||
| 2500 N Robinson Road | Texarkana | TX | 75599 | None | Public Charity | TC Tomorrow Community Challenge | $1,000,000 | ||||
| Texarkana Police Department - Canine Unit | |||||||||||
| 100 North Stateline Avenue | Texarkana | TX | 75501 | None | Public Charity | General Fund | $500 | ||||
| Texas A&M University - Texarkana | |||||||||||
| PO Box 5518 | Texarkana | TX | 75505 | None | Public Charity | Engineering Professorship Endowment | $89,326 | ||||
| Texas Discovery Gardens | |||||||||||
| 3601 Martin Luther King Jr Blvd | Dallas | TX | 75315 | None | Public Charity | Destination where children and adults discover and learn to sustain the natural world. | $5,000 | ||||
| Texas Winds Musical Outreach Inc | |||||||||||
| 7038 Hunters Ridge Drive | Dallas | TX | 75248 | None | Public Charity | Programs for the ill health, economically disadvantaged, isolated seniors and at-risk children | $5,000 | ||||
| The Child Care Group | |||||||||||
| 8585 North Stemmons Freeway Ste 500 | Dallas | TX | 75247 | None | Public Charity | Provide and promote quality child care services | $20,000 | ||||
| The Council on Alcohol & Drug Abuse | |||||||||||
| 1349 Empire Central Drive Suite 800 | Dallas | TX | 75247 | None | Public Charity | General Fund | $2,500 | ||||
| The Family Place | |||||||||||
| PO Box 7999 | Dallas | TX | 75209 | None | Public Charity | Support for victims of family abuse | $2,500 | ||||
| The Global Fund for Children | |||||||||||
| 1101 Fourteenth Street NW Suite 420 | Washington | DC | 20005 | None | Public Charity | Advance the dignity of vulnerable children and youth around the world | $50,000 | ||||
| The Hockaday School | |||||||||||
| 11600 Welch Road | Dallas | TX | 752292999 | None | Public Charity | Education fund | $32,500 | ||||
| The Leukemia & Lymphoma Society | |||||||||||
| 8111 LBJ Freeway Suite 425 | Dallas | TX | 75251 | None | Public Charity | Contribution to St. Valentine's Day Luncheon and Fashion Show | $5,000 | ||||
| The Salesmanship Club | |||||||||||
| 106 E 10th Street Suite 200 | Dallas | TX | 75203 | None | Public Charity | Support the innovative education and therapeutic programs of Salesmanship Club Youth & Family Centers | $5,000 | ||||
| The Salvation Army Texarkana | |||||||||||
| 400 E 4th Street | Texarkana | TX | 71854 | None | Public Charity | Provide support for victims of domestic abuse | $30,500 | ||||
| The Salvation Army | |||||||||||
| 8787 N Stemmons Frwy Suite 800 | Dallas | TX | 75247 | None | Public Charity | Provide Support for Victims of Domestic Violence | $150,000 | ||||
| The Senior Source | |||||||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | None | Public Charity | Underwriting of 2013 Spirit of Generations Awards Luncheon | $1,500 | ||||
| The Silent Warrior Fund | |||||||||||
| 528 Main St 2 | Avon By The Sea | NJ | 07717 | None | Public Charity | Provide scholarships to former Reconnaissance Marines and their families | $2,000 | ||||
| The Sweetheart Ball | |||||||||||
| 4612 North Versailles Ave | Dallas | TX | 75209 | None | Public Charity | Supports heart research at the University of Texas Southwestern Medical Center | $10,000 | ||||
| The Volunteer Center of North Texas | |||||||||||
| 2800 Live Oak Street | Dallas | TX | 75204 | None | Public Charity | Offers programs that encourage youth to become community stakeholders with emphasis on service learning, leadership growth and development, civic engagement, academic reinforcement and career exploration. | $5,000 | ||||
| Treasure Street | |||||||||||
| 2222 Welborn Street | Dallas | TX | 75219 | None | Public Charity | Medical research | $25,000 | ||||
| UDT & Seal Museum | |||||||||||
| 3300 N Hwy A1A | Fort Pierce | FL | 34949 | None | Public Charity | Contribution of Thornton-Norris Statue | $405,457 | ||||
| Union Gospel Mission | |||||||||||
| 3211 Irving Blvd | Dallas | TX | 75247 | None | Public Charity | General Fund | $500 | ||||
| United States Air Force Academy | |||||||||||
| 3116 Academy Drive Suite 200 | USAFA | CO | 80840 | None | Public Charity | Gen. Risner Military Scholar Fund | $350,000 | ||||
| United States Naval Academy Alumni Association | |||||||||||
| 430 Lakewood | Fairview | TX | 75069 | None | Public Charity | Sponsor table for Annual Naval Academy Blue Chip Dinner | $500 | ||||
| United Way of Metropolitan Dallas | |||||||||||
| 1800 N Lamar | Dallas | TX | 75202 | None | Public Charity | Support of Humanitarian Programs in the Community | $100,000 | ||||
| University of Texas MD Anderson Cancer Center | |||||||||||
| PO Box 301439 | Houston | TX | 77230 | None | Public Charity | Medical research | $2,100,000 | ||||
| USO | |||||||||||
| PO Box 96860 | Washington | DC | 20077 | None | Public Charity | General Fund | $2,500 | ||||
| UT Southwestern Medical Service Plan - Chad Snowden | |||||||||||
| PO Box 845347 | Dallas | TX | 75284 | None | Public Charity | Military personel medical expenses | $274 | ||||
| UTSW Medical Center | |||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 753909002 | None | Public Charity | Medical research | $2,500 | ||||
| Visiting Nurse Association | |||||||||||
| 1600 Viceroy Drive Suite 400 | Dallas | TX | 75235 | None | Public Charity | Advancing nonprofit home healthcare and hospice | $2,500 | ||||
| Walking Mountains - A Science Learning Center | |||||||||||
| 82 East Beaver Creek Blvd Suite 202 | Avon | CO | 81620 | None | Public Charity | To raise environmental awareness and inspire stewardship | $5,000 | ||||
| Wednesday's Child | |||||||||||
| 2801 Swiss Ave Ste 130 | Dallas | TX | 75204 | None | Public Charity | Bring hope and healing to children in foster care | $10,000 | ||||
| Westmoreland Cultural Trust | |||||||||||
| 102 N Main Street Suite 232 | Greensburg | PA | 15601 | None | Public Charity | General Fund | $1,000 | ||||
| Westmoreland Museum of American Art | |||||||||||
| 4764 State Route 30 | Greensburg | PA | 15601 | None | Public Charity | Support of the Arts | $25,000 | ||||
| World Affairs Council | |||||||||||
| 325 North St Pail Street Suite 4200 | Dallas | TX | 75201 | None | Public Charity | Building bridges of global understanding and engagement in our community to create a more peaceful, tolerant and prosperous world | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,955,379 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $578,917 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $20,624 | ExclusionAmt |
| Related Or Exempt Function Incm | $78,698 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,350 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $694,891 | ExclusionAmt |
| Related Or Exempt Function Incm | $78,698 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $773,589 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | Income reported in column (e) is tax exempt interest income and excluded from gross income by Code Section 103. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | H Ross Perot | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 269014 | AddressLine1 |
| City | Plano | City |
| State | TX | State |
| ZIP Code | 75026 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,189,255 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in Petrus Short Term Fund | AT COST | $71,220,433 | $71,130,503 |
| Investment in Petrus Securities | AT COST | $4,934,980 | $6,141,674 |
| Investment in Petrus Quantitative Strategies Fund | AT COST | $568,952 | $529,460 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Expenses | CategoryTxt |
| Legal Fees | $487 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $487 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Russian Space Artifacts at Cost | $4,190,768 | $4,190,768 | $4,190,768 |
| Deposits | $145,000 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Book/Tax difference | Description |
| Amount | $986 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance Expense | $5,746 | $0 | $5,746 |
| Bank Charges | $513 | $513 | $0 |
| Other Expenses | $9,063 | $0 | $9,063 |
| Telephone & Utilities | $775 | $0 | $775 |
| Petrus Short Term Fund LP | $62,531 | $62,531 | $0 |
| Petrus Quantitative Strategies Fund | $490 | $490 | $0 |
| Petrus Securities LP | $30,529 | $30,529 | $0 |
| Maintenance | $585 | $0 | $585 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Tax Exempt Income | $78,698 | $0 | $78,698 |
| Other Income - Petrus Quantitative Strategies Fund | $6 | $6 | $6 |
| Other Income - Petrus Securities | $27,637 | $27,637 | $27,637 |
| Other Income - Petrus Quantitative Strategies Fund | -$2,692 | -$2,692 | -$2,692 |
| Other Income - Petrus Short Term Fund | $673 | $673 | $673 |
| Royalties | -$5,000 | -$5,000 | -$5,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Intercompany Payable | Desc |
| BOY Book Value | $49 | BOYBookValueAmt |
| EOY Book Value | $44 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tax on Net Investment Income | $18,000 | $0 | $0 |
| Property Taxes | $2,162 | $0 | $2,162 |
| Payroll Taxes | $7,600 | $0 | $7,600 |
| Foreign Taxes - PETS | $96 | $96 | $0 |
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