TED AND SHANNON SKOKOS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TED AND SHANNON SKOKOS FOUNDATION (EIN 26-2190216)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-30
- IRS object ID
- 201303039349100015
- Schema version
- 2012v2.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-30T13:48:42-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201776739 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMS COX PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 CANTRELL ROAD SUITE 301 | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262190216 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TED AND SHANNON SKOKOS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEDA | NameControl |
| Phone | 2145997979 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 670219 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 753670219 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TED SKOKOS | Name |
| Title | PRESIDENT | Title |
| Phone | 2145997979 | Phone |
| Date Signed | 2013-10-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY ELLEN VANGILDER | Name |
| PTIN | P00626271 | PTIN |
| Phone | 5012275800 | Phone |
| Date Prepared | 2013-10-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 15335929 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 41694 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 41694 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 277567 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 277567 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 95000 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 95000 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | -15131 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 115696 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5023767 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 115696 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 529957 | TotalRevenueAndExpenses |
| Total Net Investment Income | 529957 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 23227 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 23227 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7110 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3555 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3555 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 15135 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 15135 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2100 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 101712 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 101712 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 11472 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 11472 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 160756 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 155101 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3555 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1215000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1215000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1375756 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 155101 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1218555 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -845799 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 374856 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 18049 | CashBOY |
| Cash EOY | 25120 | CashEOY |
| Cash EOYFMV | 25120 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2328529 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2232958 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2232958 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 5969645 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3409700 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3448124 | InvestmentsCorpBondsEOYFMV |
| Investments Land Etc Basis | 4000000 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 117953 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 3784219 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 3882047 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 3882047 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 3999949 | InvestmentsOtherBOY |
| Investments Other EOY | 5704767 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5747680 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 16100391 | TotalAssetsBOY |
| Total Assets EOY | 15254592 | TotalAssetsEOY |
| Total Assets EOYFMV | 15335929 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 16100391 | RetainedEarningsBOY |
| Retained Earnings EOY | 15254592 | RetainedEarningsEOY |
| Total Net Assets BOY | 16100391 | TotalNetAssetsBOY |
| Total Net Assets EOY | 15254592 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 16100391 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 15254592 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 16100391 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -845799 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 15254592 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 15254592 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 1942092 | 1900860 | 41232 | 41232 |
| PUBLICLY TRADED SECURITIES | P | 2331675 | 2265082 | 66593 | 66593 |
| PUBLICLY TRADED SECURITIES | P | 750000 | 742129 | 7871 | 7871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 115696 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1880821 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 17202195 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.109336 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1691847 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 17808849 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.095000 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1711564 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 19454722 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.087977 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 11819 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 820866 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.014398 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.306711 | TotalDistributionRatio |
| Average Distribution Ratio | 0.076678 | AverageDistributionRatio |
| Net Noncharitable Assets | 13963772 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1070714 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3749 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1074463 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1218555 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3749 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3749 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3749 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3280 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 5280 | TotalCreditsAndPayments |
| Overpayment | 1531 | Overpayment |
| Amount Credited To Next Year | 1531 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.SKOKOSFOUNDATION.COM | WebsiteAddress |
| Books In Care Of Person Name | MARY ELLEN VANGILDER JPMS COX PLL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5019757160 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 CANTRELL ROAD SUITE 301 | AddressLine1 |
| City | LITTLE ROCK | City |
| State | AR | State |
| ZIP Code | 72212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| THEODORE C SKOKOS | ||||||||
| PO BOX 191889 | DALLAS | TX | 75219 | DIRECTOR/PRESIDENT | 5.00 | 0 | 0 | 0 |
| SHANNON B SKOKOS | ||||||||
| PO BOX 191889 | DALLAS | TX | 75219 | DIRECTOR/TREASURER | 5.00 | 0 | 0 | 0 |
| MARY ELLEN VANGILDER | ||||||||
| 33 DEAUVILLE CIRCLE | LITTLE ROCK | AR | 72223 | DIRECTOR/SECRETARY | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 11946710 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2229708 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 14176418 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 14176418 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 212646 | CashDeemedCharitable |
| Net Noncharitable Assets | 13963772 | NetNoncharitableAssets |
| Minimum Investment Return | 698189 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 698189 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3749 | TaxBasedOnInvestmentIncome |
| Total Tax | 3749 | TotalTax |
| Distributable Amount Before Adj | 694440 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 694440 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 694440 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1218555 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1218555 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3749 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1214806 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 694440 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 712093 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 819541 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1027245 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2558879 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1218555 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 694440 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 524115 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3082994 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3082994 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 712093 | ExcessFromYear3 |
| Excess From Year2 | 819541 | ExcessFromYear2 |
| Excess From Year1 | 1027245 | ExcessFromYear1 |
| Excess From Current Year | 524115 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THEODORE C SKOKOS | ContributingManager |
| Contributing Manager | SHANNON B SKOKOS | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE TED AND SHANNON SKOKOS FOUNDATI | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 191889 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5019757160 | RecipientPhoneNumber |
| Form And Info And Materials | ALL GRANT REQUESTS MUST BE IN WRITING AND SUBMITTED TO THE FOUNDATION'S ADDRESS OF RECORD. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BAPTIST GENERAL CONVENTION OF TEXAS | |||||||
| 333 N WASHINGTON | DALLAS | TX | 752461798 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| HOT SPRINGS DEVELOPMENT FOUNDATION INC | |||||||
| PO BOX 6090 | HOT SPRINGS | AR | 719026090 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| DALLAS OPERA | |||||||
| 2403 FLORA STREET SUITE 500 | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| DALLAS THEATRE CENTER | |||||||
| 2400 FLORA STREET | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| DALLAS CENTER FOR PERFORMING ARTS FOUNDATION | |||||||
| 2100 ROSS AVENUE SUITE 650 | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,025,000 |
| BAYLOR HEALTHCARE SYSTEM FOUNDATION | |||||||
| 3500 GASTON AVENUE | DALLAS | TX | 752462017 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| SOUTHWESTERN MEDICAL FOUNDATION | |||||||
| 2305 CEDAR SPRINGS ROAD | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1215000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $41,694 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $277,567 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | -$15,131 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $115,696 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $419,826 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 419826 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSES | Category |
| Amount | $7,110 | Amount |
| Net Investment Income | 3555 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3555 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| MARYLAND WAREHOUSE | 2011-11-01 | 3800460 | 16241 | SL | 39.000000000000 | 97448 | 97448 |
| MARYLAND WAREHOUSE IMPROVEMENTS | 2012-03-15 | 199540 | SL | 39.000000000000 | 4264 | 4264 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | GOLDMAN SACHS CORPORATE FIXED INCOME | NameOfBond |
| EOY Book Value | 3409700 | EOYBookValue |
| EOYFMV | 3448124 | EOYFMV |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| MARYLAND WAREHOUSE | 3800460 | 113689 | 3686771 |
| MARYLAND WAREHOUSE IMPROVEMENTS | 199540 | 4264 | 195276 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| GOLDMAN SACHS FIXED INCOME FUNDS | AT COST | 3257820 | 3300733 |
| INVEST IN VASC. HEALTH SCI.LLC | AT COST | 2000000 | 2000000 |
| INVEST IN TERRACINA INV., LLC | AT COST | 446947 | 446947 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | Category |
| Amount | $23,227 | Amount |
| Net Investment Income | 23227 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LOSS ON PASSTHROUGH - TERRACINA | 3053 | 3053 | 0 |
| INSURANCE | 8354 | 8354 | 0 |
| REPAIRS & MAINTENANCE | 65 | 65 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $15,135 | Amount |
| Net Investment Income | 15135 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $2,100 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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