FRANK BRACKEN JR FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FRANK BRACKEN JR FAMILY FOUNDATION INC (EIN 26-2018985)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201431329349102803
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T17:38:18-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COSCIA GREILICH LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 DALLAS PARKWAY SUITE 300 | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75093 | 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 | 262018985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frank Bracken Jr Family Foundation Inc | BusinessNameLine1 |
| Business Name Line2 | C/O True North Advisors | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELLEN PAWKETT | InCareOfNm |
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 2143607350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N Central Expressway | AddressLine1 |
| Address Line2 | Suite 725 | AddressLine2 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75206 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK BRACKEN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2143607350 | PhoneNum |
| Signature | 2014-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENNETT C RICHARDSON | PreparerPersonNm |
| Phone | 9727480300 | PhoneNum |
| Preparation | 2014-05-04 | PreparationDt |
| 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 | $534,723 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,859 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,859 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,818 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,396 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,255 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,255 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,000 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,525 | TravConfMeetingRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,155 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,215 | CashBOYAmt |
| Cash EOY | $26,108 | CashEOYAmt |
| Cash EOYFMV | $26,108 | CashEOYFMVAmt |
| Other Investments BOY | $477,208 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $508,615 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $508,615 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $478,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $534,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $534,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $478,423 | RetainedEarningBOYAmt |
| Retained Earning EOY | $534,723 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $478,423 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $534,723 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $478,423 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $534,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $478,423 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $42,670 | OtherIncreasesAmt |
| Subtotal | $534,723 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $534,723 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1.502 PIMCO EMER MKTS | 2012-02-29 | 2013-01-30 | $16 | $16 | |||
| 19.598 VANGUARD CAPITAL OPPTY | 2013-11-01 | $896 | $661 | $235 | $235 | ||
| 856.32 VANGUARD INTERM TERM | $8,585 | $8,791 | -$206 | -$206 | |||
| 1025.605 VANGUARD SHORT TERM | 2013-12-05 | $11,000 | $11,086 | -$86 | -$86 | ||
| 440.81 COLUMBIA ACORN FND | $15,000 | $10,042 | $4,958 | $4,958 | |||
| 196.114 DODGE & COX INTL STOCK | 2005-11-03 | 2013-02-22 | $7,000 | $7,309 | -$309 | -$309 | |
| 33.626 DODGE & COX STOCK FND | 2013-10-09 | $5,000 | $3,572 | $1,428 | $1,428 | ||
| 183.023 HARBOR CAP APPREC FND | 2012-10-31 | 2013-11-01 | $10,000 | $7,596 | $2,404 | $2,404 | |
| 83.114 HARBOR INTL FND | 2013-10-25 | $5,985 | $3,713 | $2,272 | $2,272 | ||
| 439.367 PERKINS MID CAP | 2013-02-22 | $10,000 | $6,226 | $3,774 | $3,774 | ||
| 224.487 PIMCO EMER MKTS | 2011-05-04 | 2013-01-30 | $2,369 | $2,514 | -$145 | -$145 | |
| 1362.827 SMITH GRP LRG CAP | 2013-02-22 | $13,000 | $8,649 | $4,351 | $4,351 | ||
| 502.86 VANGUARD CAP OPPTY FD | $20,515 | $11,247 | $9,268 | $9,268 | |||
| CAPITAL GAIN DIVIDENDS | $10,452 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,396 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $481,540 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065415 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $489,614 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030636 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $96,688 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $497,333 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.194413 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $478,971 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.108566 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $595,320 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.138581 | DistributionYr5Rt |
| Total Distribution | 0.537611 | TotalDistributionRt |
| Average Distribution | 0.107522 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $501,818 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,956 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $402 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,358 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $803 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $803 | SubtotalAmt |
| Tax Based On Investment Income | $803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $320 | TotalPaymentsAndCreditsAmt |
| Tax Due | $483 | TaxDueAmt |
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 | false | 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 | ELLEN PAWKETT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143607350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 N CENTRAL EXPRESSWAY SUITE 72 | AddressLine1 |
| City | DALLAs | City |
| State | TX | State |
| ZIP Code | 752061609 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Frank D Bracken JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 Kennington Court | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75248 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | 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 | $465,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,860 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $38,059 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $509,460 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $509,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,642 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $501,818 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $803 | TotalTaxAmt |
| Distributable Before Adj | $24,288 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,288 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,288 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,000 | 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 | $25,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $25,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,288 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $60,371 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,940 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $72,445 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $7,823 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $168,579 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $24,288 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $712 | RemainingDistriFromCorpusAmt |
| Total Corpus | $169,291 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $60,371 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $108,920 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,940 | ExcessFromYear4Amt |
| Excess From Year3 | $72,445 | ExcessFromYear3Amt |
| Excess From Year1 | $7,823 | ExcessFromYear1Amt |
| Excess From Current Year | $712 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| (UNT) Emerald Eagle Scholoras | |||||||
| 1155 Union Cirlce 311250 | Denton | TX | 762035017 | NONE | EDUCATIONAL ASSISTANCE | $10,000 | |
| BIG BROTHERS BIG SISTERS OF AMERICA | |||||||
| 2900 LIVE OAK | DALLAS | TX | 75204 | NONE | TO PROVIDE CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING, PROFESSIONALLY SUPPORTED 1-TO-1 RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER | $10,000 | |
| TEXAS BAPTISTS | |||||||
| 333 NORTH WASHINGTON | DALLAS | TX | 752461798 | RELIGIOUS SUPPORT | $5,000 | PC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,859 | 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 | $38,396 | 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 | $46,255 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,255 | 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 FEES | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
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 (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOND FUNDS | FMV | $100,072 | $100,072 |
| EQUITY FUNDS | FMV | $365,141 | $365,141 |
| OTHER ASSETS | FMV | $43,402 | $43,402 |
Land Etc Schedule2 LandEtcSchedule2
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN VALUE OF INVESTMENTS | Description |
| Amount | $42,670 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |