EUGENE MCDERMOTT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EUGENE MCDERMOTT FOUNDATION (EIN 23-7237919)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-01-13
- IRS object ID
- 202610139349101021
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-13T16:21:50-05:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752069885 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen E Barnett CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4606 Park Springs Blvd Ste 120 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237237919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Eugene McDermott Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Mary McDermott Cook | InCareOfNm |
| Business Name Control | EUGE | BusinessNameControlTxt |
| Phone | 2143699222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1937 Malone Cliff View | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY MCDERMOTT COOK | PersonNm |
| Person Title | Pres Trustee | PersonTitleTxt |
| Phone | 2143699222 | PhoneNum |
| Signature | 2026-01-05 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OWEN E BARNETT | PreparerPersonNm |
| PTIN | P00500582 | PTIN |
| Phone | 2148550670 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $204,713,403 | 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 | $27,287 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,341,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,310,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,914,325 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,463,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,914,325 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $62,290 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $62,290 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,345,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,286,974 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $34,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,687 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $756,962 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $700,640 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $56,322 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $503 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $503 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $353,379 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,321 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,163,094 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $743,527 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,509 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,464,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,464,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,627,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $743,527 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,559,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,281,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,543,447 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,712 | CashBOYAmt |
| Cash EOY | $19,097 | CashEOYAmt |
| Cash EOYFMV | $19,097 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,848,524 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,880,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,880,480 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $21,048,006 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,920,301 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,896,954 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $100,994,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $84,206,014 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $150,204,498 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,840,004 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,581,959 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,637,310 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,446,847 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,374,792 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,075,064 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $165,197,833 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,982,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $204,713,403 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $165,670,357 | CapitalStockBOYAmt |
| Capital Stock EOY | $130,982,643 | CapitalStockEOYAmt |
| Retained Earning BOY | -$472,524 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $165,197,833 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,982,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $165,197,833 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,982,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $165,197,833 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,281,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,066,511 | OtherIncreasesAmt |
| Subtotal | $130,982,643 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $130,982,643 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly traded securities | $67,330,970 | $56,549,348 | $10,781,622 | $10,781,622 |
| CHCP Global Securities LP - K-1 | $4,132,703 | $4,132,703 | $4,132,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,914,325 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $285,554 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $285,554 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $285,554 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $307,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $307,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,446 | OverpaymentAmt |
| Applied To ES Tax | $21,446 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | Mary M Cook | IndividualWithBooksNm |
| Phone | 2143699222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1937 Malone Cliff View | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Mary McDermott Cook | ||||||||
| 1942 Malone Cliff View | Dallas | TX | 75208 | Pres Trustee | 10.00 | $0 | $0 | $0 |
| J H Cullum Clark | ||||||||
| 53443 Waneta | Dallas | TX | 75209 | Trustee | 1.00 | $0 | $0 | $0 |
| Patricia Brown | ||||||||
| 4303 Glenleigh Drive | Dallas | TX | 75220 | Assistant Sec | 20.00 | $34,000 | $0 | $0 |
| Sam Self | ||||||||
| 6918 Oak Manor Drive | Dallas | TX | 75230 | Trustee | 1.00 | $0 | $0 | $0 |
| Liza Lee | ||||||||
| 3740 Holland Avenue D | Dallas | TX | 75219 | Trustee | 1.00 | $0 | $0 | $0 |
| Joe Hubach | ||||||||
| 4311 W Lawther | Dallas | TX | 75214 | Trustee | 1.00 | $0 | $0 | $0 |
| Grace Cook | ||||||||
| 1503 Corto | Dallas | TX | 752183208 | Trustee | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bank of America Private Bank | |||||
| 901 Main St 19th Floor | Dallas | TX | 752023714 | AgencyInvestment | $176,610 |
| CH Investment Partners | |||||
| 3953 Maple Avenue Suite 250 | Dallas | TX | 75219 | Investment manager | $209,575 |
| UBS Financial Services Inc | |||||
| 7250 Dallas Parkway 12th Floor | Dallas | TX | 752044920 | Investment manager | $150,911 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $214,743,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $214,762,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $214,762,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,221,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $211,541,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,577,063 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,577,063 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $285,554 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $285,554 | TotalTaxAmt |
| Distributable Before Adj | $10,291,509 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,291,509 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,291,509 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,559,509 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $55,559,509 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,291,509 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,347,669 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,958,117 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,066,699 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,477,990 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,496,807 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,347,282 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,559,509 | QualifyingDistributionsAmt |
| Applied To Current Year | $10,291,509 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,268,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $118,615,282 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,347,669 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $111,267,613 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,958,117 | ExcessFromYear4Amt |
| Excess From Year3 | $3,066,699 | ExcessFromYear3Amt |
| Excess From Year2 | $7,477,990 | ExcessFromYear2Amt |
| Excess From Year1 | $49,496,807 | ExcessFromYear1Amt |
| Excess From Current Year | $45,268,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Mary McDermott Cook | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1937 Malone Cliff View | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143699222 | RecipientPhoneNum |
| Form And Info And Materials | No prescribed form required | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (140 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Red Cross - DFW Chapter | ||||||
| 2055 Kendall Drive | Dallas | TX | 75235 | PC | For Disaster Relief in Dallas | $250,000 |
| Arts Mission Oak Cliff | ||||||
| 410 S Windomere Ave | Dallas | TX | 75208 | PC | For the Production of Hair | $30,000 |
| Ascend Dallas | ||||||
| 4201 Spring Valley Rd Suite 1400 | Dallas | TX | 75244 | PC | For Economic Advancement Program | $100,000 |
| ATT Performing Arts Center | ||||||
| 700 North Pearl Street Suite N1800 | Dallas | TX | 75201 | PC | For Events and Programming | $200,000 |
| ATT Performing Arts Center | ||||||
| 700 North Pearl Street Suite N1800 | Dallas | TX | 75201 | PC | For Programming and Events | $250,000 |
| Big Thought | ||||||
| 1409 Botham Jean Blvd Ste 1015 | Dallas | TX | 752156863 | PC | For General Support | $250,000 |
| Black Tie Dinner Inc | ||||||
| 3824 Cedar Springs Road Ste 335 | Dallas | TX | 75219 | PC | For Gala | $100,000 |
| Braniff Airways Foundation Inc | ||||||
| P O Box 610646 2200 Braniff Blvd | Dallas | TX | 75261 | PC | For Art Collection Public Project | $25,000 |
| Bruce Wood Dance Co Inc | ||||||
| 3630 Harry Hines Blvd Box 36 | Dallas | TX | 75219 | PC | For Dancers Health Insurance | $50,000 |
| Compass School of Texas | ||||||
| 5414 W Northwest Hwy | Dallas | TX | 752203903 | PC | For Curriculum Development | $1,500,000 |
| Dallas Arboretum and Botanical | ||||||
| Gardens 8525 Garland Rd | Dallas | TX | 75218 | PC | For Visitor Education Pavilion | $750,000 |
| Dallas Contemporary | ||||||
| 161 Glass St | Dallas | TX | 75207 | PC | For Free Admission | $100,000 |
| Dallas Foundation | ||||||
| 3000 Pegasus Park Dr Ste 930 | Dallas | TX | 75247 | PC | For AURORA for Operations | $250,000 |
| Dallas Museum of Art | ||||||
| 1717 N Harwood St | Dallas | TX | 75201 | PC | For Collections Gala | $100,000 |
| Dallas Museum of Art | ||||||
| 1717 N Harwood St | Dallas | TX | 75201 | PC | For Junior Associates | $25,000 |
| Dallas Symphony Orchestra | ||||||
| 2301 Flora Street | Dallas | TX | 75201 | PC | For 3rd Annual YP X Event | $40,000 |
| Dallas Symphony Orchestra | ||||||
| 2301 Flora Street | Dallas | TX | 75201 | PC | For Ring Cycle and Operations | $1,000,000 |
| Dallas Theater Center | ||||||
| 2400 Flora St | Dallas | TX | 75201 | PC | For Centerstage | $15,000 |
| Dallas Zoological Society | ||||||
| 650 S RL Thornton Freeway | Dallas | TX | 75203 | PC | For Zoo to Do | $200,000 |
| Ecolife Conservation | ||||||
| 2810 Pio Pico Dr | Carlsbad | CA | 920081521 | PC | For Monarch Butterfly Conservation | $50,000 |
| Friends of Warren Ferris Cemetery | ||||||
| 1609 Saint Francis Ave | Dallas | TX | 752184369 | PC | For Constellation of Living Memorials Program | $50,000 |
| Gensis Womens Shelter Support | ||||||
| 2023 Lucas Dr | Dallas | TX | 75219 | PC | For Womens Services | $25,000 |
| Girl Scouts of Northeast Texas | ||||||
| 6001 Summerside Dr Ste 101 | Dallas | TX | 75252 | PC | For Programs | $50,000 |
| Greenspace Dallas | ||||||
| 9200 Chancellor Row | Dallas | TX | 75247 | PC | For Operations | $250,000 |
| Keep America Beautiful Inc | ||||||
| 1010 Washington Blvd | Stamford | CT | 069012202 | PC | For Operations in Texas | $100,000 |
| My Possibilities | ||||||
| 3601 Mapleshade Lane | Plano | TX | 75075 | PC | For Operations | $250,000 |
| Nasher Sculpture Center | ||||||
| 2001 Flora Street | Dallas | TX | 75201 | PC | For Nasher Prize | $50,000 |
| Natl Tr for Historic Preservation | ||||||
| 600 14th St NW Ste 500 | Washington | DC | 200052011 | PC | For Operations | $25,000 |
| Nexus Recovery Center Incorporated | ||||||
| 8733 La Prada Drive | Dallas | TX | 75228 | PC | For Operations | $150,000 |
| OutLoud Dallas | ||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | PC | For Programs | $150,000 |
| Perot Museum of Nature and Science | ||||||
| 2201 N Field St | Dallas | TX | 75201 | PC | For Operations | $50,000 |
| Reader 2 Leaders | ||||||
| PO Box 195076 | Dallas | TX | 75219 | PC | For Operations | $100,000 |
| Resource Center of Dallas Inc | ||||||
| 5750 Cedar Springs Road | Dallas | TX | 75235 | PC | To Change Landscape ofHealthcare for LGBTQIA | $3,000,000 |
| Ronald McDonald House of Dallas Inc | ||||||
| 4707 Bengal St | Dallas | TX | 75235 | PC | For Operations | $25,000 |
| Skateparks for Dallas | ||||||
| 6904 Bob O Link Dr | Dallas | TX | 752143236 | PC | For Westmoreland Skate Park | $150,000 |
| Southern Gateway Public Green Fnd | ||||||
| 633 W Davis St Ste 227 | Dallas | TX | 75208 | PC | For Construction of Park | $5,000,000 |
| St Phillips School Comm Center | ||||||
| 1600 Pennsylvania Ave | Dallas | TX | 75215 | PC | For Destiny Award Luncheon | $40,000 |
| Suicide Crisis Center of N Texas | ||||||
| 2808 Swiss Ave | Dallas | TX | 75204 | PC | For Teens Can Survive Program | $20,000 |
| TACA Inc | ||||||
| 1722 Routh Street | Dallas | TX | 75201 | PC | For 2025 Silver Cup Award | $25,000 |
| TACA Inc | ||||||
| 1722 Routh Street | Dallas | TX | 75201 | PC | For Core Programs | $500,000 |
| Teach for America Inc | ||||||
| 3000 Pegasus Park Dr Ste 1045 | Dallas | TX | 75247 | PC | For Operations | $175,000 |
| Texas Tree Foundation | ||||||
| 3000 Pegasus Park Drive Ste 740 | Dallas | TX | 75247 | PC | For Cool Schools | $1,000,000 |
| Texas Jazz Band | ||||||
| 440 Lakewood Dr | Fairview | TX | 75069 | PC | For Three Conserts | $14,000 |
| The Cedars Union | ||||||
| 1219 S Ervay | Dallas | TX | 75215 | PC | For Operations | $500,000 |
| TITASDANCE UNBOUND | ||||||
| 700 N Pearl St Ste N1800 | Dallas | TX | 75201 | PC | For Capacity Building Campaign | $50,000 |
| Turtle Creek Chorale | ||||||
| 3630 Harry Hines Blvd Ste 360 | Dallas | TX | 75219 | PC | For Rhapsody Gala | $100,000 |
| U S A Film Festival | ||||||
| 6116 N Central Expressway Ste 105 | Dallas | TX | 75206 | PC | For KidFilm | $6,000 |
| United Way of Metropolitan Dallas | ||||||
| 1800 North Lamar | Dallas | TX | 75202 | PC | For Social Innovation Lab & DataCapacity Bldg | $2,000,000 |
| University of Texas at Dallas | ||||||
| 1966 Inwood Rd | Dallas | TX | 75235 | PC | For Center for Brain Health | $500,000 |
| University of Texas at Dallas | ||||||
| 1966 Inwood Rd | Dallas | TX | 75235 | PC | For Polycraft World Initiative | $355,000 |
| UT Southwestern Medical Center | ||||||
| 5323 Harry Hines Blvd | Dallas | TX | 753909009 | PC | For Liver Disease and Transplant Research | $1,000,000 |
| Vickery Meadow Youth Dev Fnd | ||||||
| 7110 Holly Hill Dr | Dallas | TX | 75231 | PC | For Success Center | $100,000 |
| Volunteers of America | ||||||
| 300 E Midway Dr | Euless | TX | 76039 | PC | For The Fran Tynan Empowerment Endowment Programs | $500,000 |
| World Affairs Council of DFW | ||||||
| 325 N St Paul Street Ste 2200 | Dallas | TX | 752013842 | PC | For Global Youth Leaders Program | $50,000 |
| Young Womens Preparatory Network | ||||||
| 1722 Routh Street Ste 720 | Dallas | TX | 75201 | PC | Irma Lerma Rangel Young Womens Leadership School | $25,000 |
| Youth With Faces | ||||||
| 6333 E Mockingbird Ln Ste 147-872 | Dallas | TX | 75214 | PC | For Programs | $20,000 |
| AIA Dallas Foundation | ||||||
| 325 N St Paul St | Dallas | TX | 75201 | PC | To establish McDermott Traveling Fellowship | $75,000 |
| Bishop Arts Theatre Center | ||||||
| 215 S Tyler St | Dallas | TX | 75208 | PC | For Programs | $30,000 |
| ChildCareGroup | ||||||
| 3000 Pegasus Park Dr Suite 800 | Dallas | TX | 75247 | PC | For Programs | $50,000 |
| Lumin Education | ||||||
| 7130 Lindsley Ave | Dallas | TX | 75223 | PC | For Programs | $100,000 |
| Southwestern Medical Foundation | ||||||
| 3889 Maple Ave Ste 100 | Dallas | TX | 75219 | PC | For Doc Stars | $50,000 |
| African American Museum | ||||||
| 3536 Grand Ave | Dallas | TX | 75210 | PC | For Founders Ball | $50,000 |
| ALS Association | ||||||
| 1300 Wilson Blvd | Arlington | VA | 22209 | PC | For Operations | $100,000 |
| Audubon Dallas | ||||||
| PO Box 12713 | Dallas | TX | 75225 | PC | For Songbird Sanctuary | $50,000 |
| Child Poverty Action Lab | ||||||
| 1808 S Good Latimer Expy Ste 102 | Dallas | TX | 75226 | PC | For Trust Her Contraceptive Access Initiatives | $75,000 |
| Communities Foundation of Texas | ||||||
| 5500 Caruth Haven Ln | Dallas | TX | 75225 | PC | For Texas African American Museum Fund | $1,000,000 |
| Dallas Afterschool | ||||||
| 3900 Willow St Ste 110 | Dallas | TX | 75226 | PC | For Operations | $50,000 |
| Dallas Holocaust and Human Rights | ||||||
| Museum 300 N Houston St | Dallas | TX | 75202 | PC | For Humanity | $50,000 |
| Dallas Life | ||||||
| 1100 Cadiz St | Dallas | TX | 75215 | PC | For operations | $25,000 |
| The Dallas Opera | ||||||
| 2403 Flora St Ste 500 | Dallas | TX | 75201 | PC | For Operations | $700,000 |
| Georgia OKeeffe Museum | ||||||
| 217 Johnson St | Santa Fe | NM | 87501 | PC | For Capital Campaign | $1,000,000 |
| Greater Dallas Youth Orchestra | ||||||
| 3630 Harry Hines Blvd | Dallas | TX | 75219 | PC | For Operations | $15,000 |
| Health Equity Foundation of Greater | ||||||
| Texas 7424 Greenvile Ave Ste 211 | Dallas | TX | 75231 | PC | For Operations | $5,000,000 |
| Los Barrios Unidos Community Clinic | ||||||
| 809 Singleton Blvd | Dallas | TX | 75212 | PC | For Operations | $35,000 |
| Museum of the American Railroad | ||||||
| 8004 Dallas Pkwy Ste 400 | Frisco | TX | 75034 | PC | For Locomotive Restoration | $30,000 |
| North Texas Public Broadcasting | ||||||
| 3000 Harry Hines Blvd | Dallas | TX | 75201 | PC | For The Future of KERA | $5,000,000 |
| Southern Diabetic Foundation | ||||||
| PO Box 918 | Gainesville | TX | 76241 | PC | For Camp Scholarships | $10,000 |
| Teatro Dallas | ||||||
| 1230 River Bend Dr Ste 111 | Dallas | TX | 75247 | PC | For 40th Season | $25,000 |
| Texas Vignette | ||||||
| 1108 Quaker St | Dallas | TX | 75207 | PC | For Vignetee Art Fair | $25,000 |
| Visiting Nurse Association | ||||||
| 1420 Mockingbird Ln Ste 700 | Dallas | TX | 75247 | PC | For Operations | $250,000 |
| Well Community | ||||||
| 125 Sunset Ave | Dallas | TX | 75208 | PC | For Programs | $15,000 |
| Broadway Dallas | ||||||
| 909 1st Avenue | Dallas | TX | 75210 | PC | For Dallas Day School and 100th Anniversary | $150,000 |
| Zeta Tau Alpha Foundation | ||||||
| 1036 S Rangeline Rd | Carmel | IN | 46032 | PC | For Breast Cancer Research | $10,000 |
| After-School All-Stars | ||||||
| 2902 Swiss Ave | Dallas | TX | 75204 | PC | For Programs | $10,000 |
| Baylor Scott White | ||||||
| 300 N Washington Ave | Dallas | TX | 75246 | PC | For Endowment | $300,000 |
| Builders of Hope | ||||||
| 603 Munger Ave Ste 100 | Dallas | TX | 75202 | PC | For West Dallas Anti-Displacement Program | $150,000 |
| Christopher Barkley Foundation | ||||||
| 3710 Rawlins St Ste 1600 | Dallas | TX | 75219 | PC | For Mental Health Awareness | $10,000 |
| Dallas Area Habitat for Humanity | ||||||
| 2800 N Hampton Rd | Dallas | TX | 75212 | PC | For Purchase of Building | $500,000 |
| Dallas Area Parkinson Society | ||||||
| 12900 Preston Rd Ste 320 | Dallas | TX | 75230 | PC | For Operations | $25,000 |
| Dallas Chamber Symphony | ||||||
| 2520 Flora St | Dallas | TX | 75201 | PC | For Operations | $25,000 |
| Dallas Childrens Theater | ||||||
| 5938 Skillman St | Dallas | TX | 75231 | PC | For Gala | $10,000 |
| Dallas Holocaust and Human Rights | ||||||
| Museum 300 N Houston St | Dallas | TX | 75202 | PC | For Endowment | $1,000,000 |
| DOC Cares | ||||||
| 539 W Commerce St Ste 4304 | Dallas | TX | 75208 | PC | For the Dreams Experience Academy | $50,000 |
| Ducks Unlimited | ||||||
| One Waterfowl Way | Memphis | TN | 38120 | PC | For Texas Conservation Initiatives | $25,000 |
| First Presbyterian Church | ||||||
| 1835 Young St | Dallas | TX | 75201 | PC | For The Stewpots Acquisition of City Square | $1,000,000 |
| Forest Forward | ||||||
| 1808 S Good Latimer Expy Ste 200 | Dallas | TX | 75226 | PC | For Restoration of Forest Theater | $750,000 |
| Friends of the Dallas Public | ||||||
| Library 1515 Young St | Dallas | TX | 75201 | PC | For 75th Anniversary | $75,000 |
| Friends of the Katy Trail | ||||||
| 3102 Maple Ave Ste 230 | Dallas | TX | 75201 | PC | For Capital Campaign | $50,000 |
| High Tech High Heels | ||||||
| 909 Lake Carolyn Pkwy Ste 320 | Irving | TX | 75039 | PC | For 2025 Friendraiser | $50,000 |
| The Hockaday School | ||||||
| 11600 Welch Rd | Dallas | TX | 75229 | PC | For Scholarships | $30,000 |
| Josephine Torres Cultural | ||||||
| Community Center 3232 Bataan St | Dallas | TX | 75212 | PC | For The Bataan Center | $500,000 |
| The Kessler School | ||||||
| 1822 W 10th St | Dallas | TX | 75208 | PC | For Capital Campaign | $250,000 |
| Make Art with A Purpose | ||||||
| 1300 S Polk Ste 225 | Dallas | TX | 75224 | PC | For Programs | $15,000 |
| National Audubon Society | ||||||
| 6500 S Great Trinity Forest Way | Dallas | TX | 75217 | PC | For Trinity River Audubon Center | $100,000 |
| Reading Partners | ||||||
| 7950 Elmbrook Dr | Dallas | TX | 75247 | PC | For Tutoring Sessions | $10,000 |
| SPCA of Texas | ||||||
| 2400 Lone Star Dr | Dallas | TX | 75212 | PC | For Capital Campaign | $1,000,000 |
| Stanford University | ||||||
| 450 Jane Stanford Way | Stanford | CA | 94305 | PC | For operations | $500,000 |
| The Storehouse | ||||||
| 1401 Mira Vista Blvd | Plano | TX | 75093 | PC | For Operations | $25,000 |
| TITASDANCE UNBOUND | ||||||
| 700 N Pearl St Ste N1800 | Dallas | TX | 75201 | PC | For Command Performance and Gala | $10,000 |
| Uplift Education | ||||||
| 3000 Pegasus Dr Ste 1100 | Dallas | TX | 75247 | PC | For Pre-K at Uplift | $150,000 |
| UTSW and Childrens Health | ||||||
| 1935 Medical District Dr | Dallas | TX | 75235 | PC | For New Pediatric Campus | $1,000,000 |
| Metrocare Dallas | ||||||
| 3242 Remond Dr | Dallas | TX | 75211 | PC | For General Support | $1,000,000 |
| The Dallas 24 Hour Club | ||||||
| 4636 Ross Ave | Dallas | TX | 75204 | PC | For General Support | $400,000 |
| Austin Street Center | ||||||
| 1717 Jeffries St | Dallas | TX | 75226 | PC | For Operations | $25,000 |
| Braniff Airways Foundation Inc | ||||||
| PO Box 610646 2200 Brfaniff Blvd | Dallas | TX | 75261 | PC | For Operations | $30,000 |
| Christopher Barkley Foundation | ||||||
| 3710 Rawlins St Ste 1600 | Dallas | TX | 75219 | PC | For Operations | $15,000 |
| Corsicana Artist Writer Residency | ||||||
| 100 W 3rd Ave | Corsicana | TX | 75110 | PC | For Rent | $24,000 |
| Dallas Childrens Theater | ||||||
| 5938 Skillman St | Dallas | TX | 75231 | PC | For Student Matinee Performance Series | $50,000 |
| Dallas Historical Society | ||||||
| 3939 E Grand Ave | Dallas | TX | 75210 | PC | For History Makers Awards | $10,000 |
| The Dallas Opera | ||||||
| 2403 Flora St Ste 500 | Dallas | TX | 75201 | PC | To help Meet ODonnell Foundation Matching Grant | $7,000,000 |
| Dallas Symphony Orchestra | ||||||
| 2301 Flora St | Dallas | TX | 75201 | PC | For Operations | $125,000 |
| Episcopal School of Dallas | ||||||
| 4100 Merrell Rd | Dallas | TX | 75229 | PC | For Robotics Club Support | $20,000 |
| Equest | ||||||
| 811 Pemberton Hill Rd Bldg 4 | Dallas | TX | 75217 | PC | For Programs | $100,000 |
| Full Frame Foundation | ||||||
| 8648 Landale Cr | Dallas | TX | 75238 | PC | For Filming of DUST | $25,000 |
| Kinfolk House | ||||||
| 1913 Wallace St | Fort Worth | TX | 76105 | PC | For Operations | $50,000 |
| North Texas Food Bank | ||||||
| 3677 Mapleshade Ln | Plano | TX | 75075 | PC | For Food Purchases | $1,000,000 |
| Operation Kindness | ||||||
| 3201 Earhart Dr | Carrollton | TX | 75006 | PC | For Operations | $25,000 |
| Shakespeare Dallas | ||||||
| 6301 Gaston Ave Ste 1439 | Dallas | TX | 75214 | PC | For Technical Production Infrastructure | $100,000 |
| Southwestern Medical Foundation | ||||||
| 3889 Maple Ave Ste 100 | Dallas | TX | 75219 | PC | For DocStars Event | $25,000 |
| Texas Vignette | ||||||
| 1108 Quaker St | Dallas | TX | 75207 | PC | For Vignette Art Fair | $50,000 |
| Trusted Word | ||||||
| 613 Easy St Ste B | Garland | TX | 75042 | PC | For Expansion | $100,000 |
| United to Learn | ||||||
| 3000 Pegasus Park Dr Ste 940 | Dallas | TX | 75247 | PC | For Programs | $150,000 |
| United Way of Metropolitan Dalla | ||||||
| 1800 North Lamar | Dallas | TX | 75202 | PC | For Operations | $50,000 |
| University of Texas at Austin | ||||||
| 110 Inner Campus Dr | Austin | TX | 78712 | PC | To Restore Revitalize and Reimagine the UT Tower | $100,000 |
| Uptown Players | ||||||
| 1327 Motor Circle | Dallas | TX | 75207 | PC | For 2025-2026 Season | $10,000 |
| Vogel Alcove | ||||||
| 1738 Gano St | Dallas | TX | 75215 | PC | For Dallas Area Child Care Centers | $100,000 |
| North Texas Public Broadcasting | ||||||
| 3000 Harry Hines Blvd | Dallas | TX | 75201 | PC | For Matching Grant | $500,000 |
| Gay Lesbian Fund | ||||||
| 3825 Cedar Springs Rd Ste 371 | Dallas | TX | 75219 | PC | For Matching Grant | $80,000 |
| Parkland Health Foundation | ||||||
| 1341 W Mockingbird Ln Ste 1100e | Dallas | TX | 75247 | PC | For Developmental Child Care for Patients and Staf | $1,000,000 |
| Pegasus Contemporary Ballet | ||||||
| 3630 Harry Hines Blvd Box 46 | Dallas | TX | 75219 | PC | For Operations | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,464,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,341,491 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,914,325 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Invest income - K-1 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,290 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,318,106 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,318,106 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Margaret M McDermott Estate | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4303 Glenleigh Drive | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $27,287 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Owen Barnett CPA-Form 990-PF | CategoryTxt |
| Amt | $18,250 | Amt |
| Net Investment Income | $4,563 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,687 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOA-2629210-sch attached | $3,405,896 | $3,441,729 |
| Pershing P4K-6802-sch attached | $1,695,858 | $1,746,269 |
| UBS acct 51860-sch attached | $10,480,205 | $10,449,312 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOA acct 0035007-sch attached | $1,173,862 | $1,848,783 |
| BOA acct 0048896-sch attached | $0 | $0 |
| BOA acct 7208143-sch attached | $22,989,855 | $40,695,373 |
| Pershing P4K-2942-sch attached | $2,257,872 | $2,307,008 |
| Pershing NOK-6851-sch attached | $5,282,259 | $5,288,816 |
| Pershing QAG-2652-sch attached | $13,811,184 | $27,330,143 |
| UBS acct 51860-sch attached | $23,022,645 | $41,729,220 |
| UBS acct 51896-sch attached | $15,668,337 | $31,005,155 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,696,933 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,600,996 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $5,290,194 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $5,304,849 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOA-7208143-Mineral interest | $1 | $100 |
| CHCP Global Securities, L.P. | $9,622,048 | $17,246,358 |
| UBS acct 81896-see sched. | $1,010,000 | $975,194 |
| CHCP Direct Investors, LP CLO TE | $742,743 | $853,412 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other investment income - K-1 | Desc |
| Revenue And Expenses Per Books | $62,290 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $62,290 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Adjustment to cost basis of assets | $1,066,510 |
| Rounding | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank of America-agency fees | $176,610 | $141,288 | $0 | $35,322 |
| Angie Shepard-contract admin | $28,000 | $7,000 | $0 | $21,000 |
| CH Investment Partners-fees | $209,575 | $209,575 | $0 | $0 |
| Advisory fees BOA | $6,414 | $6,414 | $0 | $0 |
| CHCP Global Securities LP-fees | $182,262 | $182,262 | $0 | $0 |
| UBS-investment fees | $150,911 | $150,911 | $0 | $0 |
| CHCP Direct Investors LP-fees | $3,190 | $3,190 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal excise taxes paid | $324,058 | $0 | $0 | $0 |
| Foreign taxes paid | $29,321 | $29,321 | $0 | $0 |
Comments