GAYDEN FAMILY FOUNDATION TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GAYDEN FAMILY FOUNDATION TR (EIN 75-6563143)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201321339349102047
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T18:08:05-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | 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 | 756563143 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gayden Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % STACY BROCK | InCareOfName |
| Name Control | GAYD | NameControl |
| Phone | 9727018377 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13727 Noel Road | AddressLine1 |
| Address Line2 | Suite 1200 | AddressLine2 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75240 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William Gayden | Name |
| Title | Trustee | Title |
| Date Signed | 2013-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 28244337 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4535385 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 269 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 269 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 632304 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 632304 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2908762 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 12676763 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2908762 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 8076720 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3541335 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 527 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 527 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 46982 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 13019 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 52509 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16046 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1200500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1200500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1253009 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16046 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1203000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 6823711 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3525289 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 53697 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3027427 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3027427 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 21437971 | InvestmentsOtherBOY |
| Investments Other EOY | 25216910 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 25216910 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 21491668 | TotalAssetsBOY |
| Total Assets EOY | 28244337 | TotalAssetsEOY |
| Total Assets EOYFMV | 28244337 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 21491668 | CapitalStockBOY |
| Capital Stock EOY | 28244337 | CapitalStockEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Total Net Assets BOY | 21491668 | TotalNetAssetsBOY |
| Total Net Assets EOY | 28244337 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 21491668 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 28244337 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 21491668 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 6823711 | ExcessOfRevenueOverExpenses |
| Other Increases | 126909 | OtherIncreases |
| Subtotal | 28442288 | Subtotal |
| Other Decreases | 197951 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 28244337 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gain Or LossGainOrLoss | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| TOTAL LONG TERM CAPITAL GAIN DIVIDENDS | 105041 | |||
| PUBLICLY TRADED SECURITIES | 2803721 | 12676763 | 9873042 | 2803721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2908762 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1132469 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 22631631 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050039 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 926663 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 18970552 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048847 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 460000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 14477153 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.031774 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 721550 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 16514015 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.043693 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 615225 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 14444096 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042594 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.216947 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043389 | AverageDistributionRatio |
| Net Noncharitable Assets | 24519112 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1063860 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 35253 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1099113 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1203000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 35253 | InvestmentIncomeExciseTax |
| Subtotal | 35253 | Subtotal |
| Tax Based On Investment Income | 35253 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 32000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 32000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 20 | PenaltyForUnderpayment |
| Tax Due | 3273 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACY BROCK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9726281678 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13727 NOEL ROAD SUITE 1200 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM K GAYDEN | ||||||||
| 13727 NOEL ROAD 1200 | DALLAS | TX | 75240 | CO-TRUSTEE | 1.0 | 0 | 0 | 0 |
| CYNTHIA N GAYDEN | ||||||||
| 13727 NOEL ROAD 1200 | DALLAS | TX | 75240 | CO-TRUSTEE | 1.0 | 0 | 0 | 0 |
| ELIZABETH G WILLIAMS | ||||||||
| 13727 NOEL ROAD 1200 | Dallas | TX | 75240 | CO-TRUSTEE | 1.0 | 0 | 0 | 0 |
| KATHERINE G KEENAN | ||||||||
| 13727 NOEL ROAD 1200 | Dallas | TX | 75240 | CO-TRUSTEE | 1.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 23817365 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1075134 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 24892499 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 24892499 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 373387 | CashDeemedCharitable |
| Net Noncharitable Assets | 24519112 | NetNoncharitableAssets |
| Minimum Investment Return | 1225956 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1225956 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 35253 | TaxBasedOnInvestmentIncome |
| Total Tax | 35253 | TotalTax |
| Distributable Amount Before Adj | 1190703 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1190703 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1190703 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1203000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1203000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 35253 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1167747 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1190703 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 28949 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 28949 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1203000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 1190703 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 12297 | RemainingDistriFromCorpus |
| Total Corpus | 41246 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 41246 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 28949 | ExcessFromYear1 |
| Excess From Current Year | 12297 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM K GAYDEN | ContributingManager |
| Contributing Manager | CYNTHIA N GAYDEN | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (45 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION OF GREATER DALLAS | ||||||||
| 4144 N CENTRAL EXPRESSWAY | SUITE 750 | DALLAS | TX | 75204 | NONE | 501(c)(3) | GENERAL FUNDING | $10,000 |
| AUSTIN PRESBYTERIAN THEOLOGICAL SEMINARY | ||||||||
| 100 EAST 27TH STREET | AUSTIN | TX | 78705 | NONE | 501(C)(3) | GENERAL FUNDING | $20,000 | |
| AUSTIN STREET SHELTER | ||||||||
| PO DRAWER G | DALLAS | TX | 75208 | NONE | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| BAYLOR HEALTH CARE SYSTEM FOUNDATION | ||||||||
| 3600 GASTON AVENUE | BARNETT TOWER SUITE 100 | DALLAS | TX | 75246 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 |
| Bo's Place | ||||||||
| 10050 Buffalo Speedway | Houston | TX | 77054 | NONE | 501(C)(3) | General Funding | $5,000 | |
| CARNEGIE INSTITUTION OF WASHINGTON | ||||||||
| 1530 P ST NW | SUITE 100 LB 9 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL FUNDING/GIANT MAGELLAN TELESCOPE PROJECT | $300,000 |
| CASETA | ||||||||
| 14070 PROTON ROAD | SUITE 1025 | DALLAS | TX | 75244 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 |
| CHILDREN'S MEDICAL CENTER | ||||||||
| 2777 STEMMONS FREEWAY | DALLAS | TX | 75207 | NONE | 501(C)(3) | GENERAL FUNDING/FOOD ALLERGY RESEARCH | $65,000 | |
| DALLAS CASA | ||||||||
| 2815 GASTON AVENUE | DALLAS | TX | 75226 | NONE | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| Dallas Children's Advocacy Center | ||||||||
| 3611 Swiss Ave | SUITE 107 | Dallas | TX | 75204 | NONE | 501(C)(3) | General Funding | $10,000 |
| THE DALLAS WOMAN'S CLUB FOUNDATION | ||||||||
| 7000 PARK LANE | DALLAS | TX | 75225 | NONE | 501(C)(3) | SCHOLARSHIP | $3,000 | |
| Dallas Zoological Society | ||||||||
| 650 South RL Thornton Fwy | Dallas | TX | 75203 | None | 501(C)(3) | General Funding | $15,000 | |
| First United Methodist Church of Frisco | ||||||||
| 7659 Preston Road | Frisco | TX | 75034 | None | 501(C)(3) | Feeding 5000 | $5,000 | |
| FOOD ALLERGY & ANAPHYLAXIS NETWORK | ||||||||
| 10400 EATON PLACE | FAIRFAX | VA | 22030 | NONE | 501(C)(3) | GENERAL FUNDING | $20,000 | |
| GENESIS WOMAN'S SHELTER | ||||||||
| PO DRAWER G | DALLAS | TX | 75208 | NONE | 501(C)(3) | GENERAL FUNDING | $25,000 | |
| GEORGE W BUSH PRESIDENTIAL CENTER | ||||||||
| PO DRAWER G | DALLAS | TX | 75208 | NONE | 501(C)(3) | GENERAL FUNDING | $20,000 | |
| HIGHLAND PARK PRESBYTERIAN DAY SCHOOL | ||||||||
| 3821 UNIVERSITY BLVD | DALLAS | TX | 75205 | NONE | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| HIGHLAND PARK PRESBYTERIAN CHURCH | ||||||||
| 3821 UNIVERSITY BLVD | DALLAS | TX | 75205 | NONE | 501(C)(3) | GENERAL FUNDING | $100,000 | |
| HOCKADAY SCHOOL | ||||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | NONE | 501(C)(3) | ANNUAL FUND | $1,500 | |
| Houston Public Library Foundation | ||||||||
| 500 McKinney | Houston | TX | 77002 | NONE | 501(C)(3) | Julia Ideson Gallery-Emma Richardson Cherry Exhibi | $5,000 | |
| HUMANE SOCIETY OF NORTH TEXAS | ||||||||
| 1830 EAST LANCASTER | SUITE 16 - BOX D | FORT WORTH | TX | 76103 | NONE | 501(C)(3) | GENERAL FUNDING | $10,000 |
| INTOUCH MINISTRIES | ||||||||
| PO BOX 7900 | BLDG 5326 | ATLANTA | GA | 30357 | NONE | 501(C)(3) | GENERAL FUNDING | $10,000 |
| Livada Orphan Care | ||||||||
| 2001 W Plano Pkwy STE 3430 | WTAMU BOX 60967 | Plano | TX | 75075 | NONE | 501(C)(3) | GENERAL FUNDING | $1,000 |
| MAD FOR PLAID | ||||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75205 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| Make a Wish Foundation | ||||||||
| 1604 Bissonnet | HOUSTON | TX | 77005 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| NATIONAL ECZEMA ASSOCIATION | ||||||||
| 4460 REDWOOD HIGHWAY | SAN RAFAEL | CA | 949031953 | NONE | 501(C)(3) | GENERAL FUNDING | $20,000 | |
| Nehemiah Center Inc | ||||||||
| 5015 Fannin | Houston | TX | 77004 | NONE | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| North Texas Food Bank | ||||||||
| 4500 S Cockrell Hill Rd | Dallas | TX | 75236 | None | 501(C)(3) | General Funding | $10,000 | |
| Operation Kindness | ||||||||
| 3201 Earhart Drive | Carrollton | TX | 75006 | None | 501(C)(3) | General Funding | $10,000 | |
| PANHANDLE PLAINS HISTORICAL SOCIETY | ||||||||
| 2503 FOURTH AVENUE | CANYON | TX | 79016 | NONE | 501(C)(3) | MUSEUM | $40,000 | |
| Patagonian Land Conservation Trust | ||||||||
| 225 N Ninth St STE 810 | 2222 WELBORN STREET | Boise | ID | 83702 | None | 501(C)(3) | General Funding | $10,000 |
| PRESBYTERIAN SCHOOL | ||||||||
| 5300 MAIN STREET | HOUSTON | TX | 77004 | NONE | 501(C)(3) | GENERAL FUNDING | $15,000 | |
| Reading & Radio Resource | ||||||||
| 2007 Randall Street | Dallas | TX | 75201 | None | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| SALVATION ARMY | ||||||||
| 6500 HARRY HINES BLVD | SUITE 500 | DALLAS | TX | 75235 | NONE | 501(C)(3) | GENERAL FUNDING | $100,000 |
| SOUTHWESTERN MEDICAL FOUNDATION | ||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 753909009 | NONE | 501(C)(3) | GENERAL FUNDING | $200,000 | |
| SPCA OF TEXAS | ||||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | NONE | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| THE STEWPOT | ||||||||
| 408 PARK AVENUE | DALLAS | TX | 75201 | NONE | GENERAL FUNDING | $15,000 | ||
| STRAYDOG INC | ||||||||
| PO BOX 1465 | GUN BARREL CITY | TX | 75147 | NONE | GENERAL FUNDING | $10,000 | ||
| Texas Art Collectors Organization TACO | ||||||||
| 6466 Meadow Road | Dallas | TX | 75230 | NONE | Exhibition Publication | $5,000 | ||
| TREASURE STREET | ||||||||
| TEXAS SCOTTISH RITE HOSPITAL | DALLAS | TX | 75219 | NONE | GENERAL FUNDING | $5,000 | ||
| TRINITY RIVER AUDUBON CENTER | ||||||||
| 6500 S LOOP 12 | DALLAS | TX | 75217 | NONE | GENERAL FUNDING | $10,000 | ||
| UNITED WAY OF METROPOLITAN DALLAS | ||||||||
| 901 ROSS AVENUE | DALLAS | TX | 75202 | NONE | GENERAL FUNDING | $15,000 | ||
| VISITING NURSES ASSOCIATION | ||||||||
| 1440 W MOCKINGBIRD LANE | DALLAS | TX | 752474929 | NONE | MEALS ON WHEELS | $25,000 | ||
| VOICE OF HOPE | ||||||||
| 4120 GENTRY LANE | DALLAS | TX | 75212 | NONE | GENERAL FUNDING | $5,000 | ||
| YOUTH BELIEVING IN CHANGE | ||||||||
| 8574 STULTS ROAD | DALLAS | TX | 75243 | NONE | GENERAL FUNDING | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1200500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $269 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $632,304 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,908,762 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,541,335 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3541335 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | MR MRS WILLIAM K GAYDEN | 6230 DELOACHE AVENUE | Dallas | TX | 75225 | 2300000 | X | |
| 2 | MR MRS WILLIAM K GAYDEN | 6230 DELOACHE AVENUE | Dallas | TX | 75225 | 519800 | X | X |
| 3 | MR MRS WILLIAM K GAYDEN | 6230 DELOACHE AVENUE | Dallas | TX | 75225 | 518010 | X | X |
| 4 | MR MRS WILLIAM K GAYDEN | 6230 DELOACHE AVENUE | Dallas | TX | 75225 | 814500 | X | X |
| 5 | MR MRS WILLIAM K GAYDEN | 6230 DELOACHE AVENUE | Dallas | TX | 75225 | 383075 | X | X |
Noncash Property NoncashProperty (4 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 10,000 Shares Stryker | 519800 | 2012-03-07 |
| 3 | 6,000 Shares Exxon Mobil | 518010 | 2012-04-30 |
| 4 | 10,000 Shares Gen-Probe, Inc. | 814500 | 2012-05-03 |
| 5 | 5,500 Shares Techne Corp | 383075 | 2012-12-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 2500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2500 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (14 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| DODGE & COX | 0 | 0 |
| VANGUARD S&P 500 | 0 | 0 |
| VANGUARD SMALL CAP | 1830390 | 1830390 |
| VANGUARD TOTAL BOND MARKET | 1978966 | 1978966 |
| DODGE & COX INTERNATIONAL | 1552704 | 1552704 |
| CAPITAL COUNSEL | 1654853 | 1654853 |
| TIFF | 1484116 | 1484116 |
| FIDELITY SPARTAN 500 | 1804950 | 1804950 |
| FIDELITY SPARTAN INTL | 3975212 | 3975212 |
| DFA US SMALL CAP | 1404987 | 1404987 |
| DFA EMERGING MARKETS VALUE | 109230 | 109230 |
| DFA INTERNATIONAL SMALL CAP | 116402 | 116402 |
| ISHARES S&P 500 | 599613 | 599613 |
| VANGUARD INSTITUTIONAL | 8705487 | 8705487 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BASIS ADJUSTMENT ON CONTRIBUTED STOCK | Description |
| Amount | $197,951 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED BOOK GAIN ON STOCK | Description |
| Amount | $126,909 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $527 | Amount |
| Net Investment Income | 527 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX WITHHOLDING | $13,019 | 13019 |
| FEDERAL TAX PAYMENTS | $33,963 |
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