THE JENESIS GROUP: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE JENESIS GROUP (EIN 75-6349718)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349103008
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T16:42:42-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8343 DOUGLAS AVENUE STE 400 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | 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 | 756349718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JENESIS GROUP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JENE | BusinessNameControlTxt |
| Phone | 9729994554 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E JOHN CARPENTER FRWY | AddressLine1 |
| City | IRVING | City |
| State | TX | State |
| ZIP Code | 75062 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES JENSEN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9729994554 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS MAXFIELD | PreparerPersonNm |
| PTIN | P00445178 | PTIN |
| Phone | 2143939300 | 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 | $43,972,110 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,110,734 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,110,734 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $436,552 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $436,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $436,552 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,547,286 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,547,286 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $137,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $137,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $176,119 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $176,119 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $126,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $126,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,807 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,807 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,018 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,341 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $22,352 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,720 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,720 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $34,932 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,932 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,786 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $133 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,653 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $638,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $543,065 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,743,997 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,743,997 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,382,031 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,287,062 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$834,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,500,346 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $804,370 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $503,538 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $503,538 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $158 | AcctRcvblAmt |
| Acct Rcvbl BOY | -$74 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $158 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $158 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,019,094 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $3,415,046 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,019,094 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,019,094 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $42,176,374 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,113,085 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,113,085 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $620,922 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $292,480 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $334,624 | LandBOYAmt |
| Land EOY | $328,442 | LandEOYAmt |
| Land EOYFMV | $328,442 | LandEOYFMVAmt |
| Other Assets BOY | $2,661 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,793 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,793 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,733,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,972,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,972,110 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,714 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $67,935 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,061,250 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,375,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $5,075,964 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,442,935 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $41,657,037 | CapitalStockBOYAmt |
| Capital Stock EOY | $40,529,175 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,657,037 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,529,175 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,733,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,972,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,657,037 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$834,745 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,822,292 | SubtotalAmt |
| Other Decreases | $293,117 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,529,175 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN FROM INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $436,552 | GrossSalesPriceAmt |
| Gain Or Loss | $436,552 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $436,552 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $436,552 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,904,770 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,635,267 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043652 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,719,709 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,027,241 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035077 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,281,861 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $52,816,189 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062137 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,413,372 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $54,473,630 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062661 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,161,194 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $61,637,951 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083734 | DistributionYr5Rt |
| Total Distribution | 0.287261 | TotalDistributionRt |
| Average Distribution | 0.057452 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $41,895,321 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,406,970 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,003 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,421,973 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,287,062 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,007 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,007 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $665 | EsPenaltyAmt |
| Tax Due | $5,672 | TaxDueAmt |
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 | MARISA D WILLIS | IndividualWithBooksNm |
| Phone | 9729994554 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3824 CEDAR SPRINGS ROAD 449 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752194198 | 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 | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES J JENSEN | ||||||||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 | MANAGING TRUSTEE | 30.00 | $0 | $0 | $0 |
| JANET JENSEN | ||||||||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMI JENSEN | ||||||||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JULIE JENSEN | ||||||||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEFFREY JENSEN | ||||||||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KIM TANNER | ||||||||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 | EXECUTIVE DIRECTOR | 40.00 | $137,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN DIELMAN | ||||||||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 | PORTFOLIO MANAGER | 40.00 | $77,700 | $0 | $0 |
| KRISTIN LAW | ||||||||
| 130 E JOHN CARPENTER FRWY | IRVING | TX | 75062 | EXECUTIVE ASSISTANT | 40.00 | $55,000 | $0 | $0 |
| 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 |
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 | $31,545,903 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $817,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,170,001 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,533,321 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,533,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $638,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,895,321 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,094,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,094,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,007 | TotalTaxAmt |
| Distributable Before Adj | $2,064,759 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,064,759 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,064,759 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,287,062 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,287,062 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,287,062 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,064,759 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,109,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $719,698 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $670,128 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $3,499,526 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,287,062 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,064,759 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $222,303 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,721,829 | 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 | $2,109,700 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,612,129 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $719,698 | ExcessFromYear4Amt |
| Excess From Year3 | $670,128 | ExcessFromYear3Amt |
| Excess From Current Year | $222,303 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TO ADMINISTRATOR KIM TANNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 E JOHN CARPENTER FREEWAY | AddressLine1 |
| City | IRVING | City |
| State | TX | State |
| ZIP Code | 75062 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9729994500 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN: NAME, EXEMPT STATUS, AMOUNT REQUESTED, AND PURPOSE OF GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY FOR EDUCATIONAL AND SOCIAL SERVICE PURPOSES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKING INSTITUTE | |||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL OPERATING EXPENSE | $50,000 |
| CENTER FOR YOUTH AND FAMILY SOLUTIONS | |||||||
| PO BOX 6121 | PEORIA | IL | 61601 | NONE | 501(C)(3) | GENERAL OPERATING EXPENSE | $50,000 |
| FAMILY GATEWAY INC | |||||||
| 3000 SAN JACINTO STREET | DALLAS | TX | 75204 | NONE | 501(C)(3) | GENERAL OPERATING EXPENSE | $5,000 |
| GENESYSWORKS | |||||||
| 601 JEFFERSON AVENUE SUITE 3950 | HOUSTON | TX | 77002 | NONE | 501(C)(3) | GENERAL OPERATING EXPENSE | $150,997 |
| INTERNATIONAL EXOTIC FELINE SANCTUARY INC | |||||||
| HWY 114 W | BOYD | TX | 76023 | NONE | 501(C)(3) | GENERAL OPERATING EXPENSE | $5,000 |
| MAKING A CHAMPION | |||||||
| 1820 OPA LOCKA BLVD STE 100 | OPA LOCKA | FL | 33054 | NONE | 501(C)(3) | GENERAL OPERATING EXPENSE | $21,000 |
| RECOVERY INN | |||||||
| 8620 BALTIMORE DRIVE | DALLAS | TX | 75225 | NONE | 501(C)(3) | GENERAL OPERATING EXPENSE | $20,000 |
| SMILES FOREVER ANIMAL RESCUE | |||||||
| 13 BRECKINRIDGE MILL ROAD | FINCASTLE | VA | 24090 | NONE | 501(C)(3) | GENERAL OPERATING EXPENSE | $15,000 |
| SOLID ROCK FOUNDATION | |||||||
| 4250 E CAMELBACK RD | PHOENIX | AZ | 85018 | NONE | 501(C)(3) | GENERAL OPERATING EXPENSE | $25,000 |
| WILD ANIMAL SANCTUARY | |||||||
| 1946 WCR 53 | KEENESBURG | CO | 80643 | NONE | 501(C)(3) | GENERAL OPERATING EXPENSE | $30,000 |
| YOUTH COMMUNICATION | |||||||
| 224 W 29TH ST 2ND FL | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL OPERATING EXPENSE | $50,000 |
| YOUTH RADIO | |||||||
| 1701 BROADWAY | OAKLAND | CA | 94612 | NONE | 501(C)(3) | GENERAL OPERATING EXPENSE | $1,322,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,743,997 | 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 | $1,110,734 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $436,552 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,547,286 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,547,286 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEW VERNON CAPITAL - INDIA FUND | FMV | $1,544,610 | $1,544,610 |
| INVESTMENTS IN FIXED INCOME | FMV | $24,618,612 | $24,618,612 |
| INVESTMENTS IN EQUITIES | FMV | $6,677,959 | $6,677,959 |
| INVESTMENTS IN ALTERNATIVES | FMV | $8,271,904 | $8,271,904 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND CONSULTING FEES | CategoryTxt |
| Legal Fees | $126,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $126,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID ACCOUNTS | Desc |
| BOY Book Value | $2,661 | BOYBookValueAmt |
| EOY Book Value | $7,793 | EOYBookValueAmt |
| EOYFMV | $7,793 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS | Description |
| Amount | $293,117 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND FINANCE CHARGES | $133 | $133 | $0 |
| BOARD EXPENSES | $115 | $0 | $115 |
| BOOKS/PERIODICALS AND SUBSCRIPTIONS | $418 | $0 | $418 |
| COMPUTER MAINTENANCE | $9,016 | $0 | $9,016 |
| CONTRACT LABOR | $3,000 | $0 | $3,000 |
| DUES AND MEMBERSHIPS | $75 | $0 | $75 |
| EMAIL AND WEBSITE MAINTENANCE | $11,761 | $0 | $11,761 |
| INSURANCE | $2,489 | $0 | $2,489 |
| INSURANCE - WORKMAN COMPENSATION | $597 | $0 | $597 |
| MEALS AND ENTERTAINMENT | $536 | $0 | $536 |
| MISCELLANEOUS EXPENSE | $232 | $0 | $232 |
| OFFICE EQUIPMENT AND MAINTENANCE | $4,272 | $0 | $4,272 |
| OFFICE SUPPLIES | $3,444 | $0 | $3,444 |
| POSTAGE AND SHIPPING | $228 | $0 | $228 |
| PRINTING EXPENSE | $418 | $0 | $418 |
| REGISTRATION FEES | $95 | $0 | $95 |
| REPAIR & MAINTENANCE | $2,546 | $0 | $2,546 |
| TELEPHONE AND INTERNET | $13,411 | $0 | $13,411 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $46,807 | Amt |
| Net Investment Income | $46,807 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAX | $6,341 | $0 | $6,341 |
| ACCRUED FEDERAL EXCISE TAX | $25,677 | $0 | $0 |
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