PEROT FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PEROT FOUNDATION (EIN 75-6093258)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-06
- IRS object ID
- 201333109349100403
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-06T10:43:05-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800168836 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Petrus Trust Company LTA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 269014 | AddressLine1 |
| City | Plano | City |
| State | TX | State |
| ZIP Code | 75026 | 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 | 756093258 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Perot Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PERO | NameControl |
| Phone | 9725351900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 269014 | AddressLine1 |
| City | Plano | City |
| State | TX | State |
| ZIP Code | 75026 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JYROBB III | Name |
| Title | Treasurer | Title |
| Phone | 9725351900 | Phone |
| Date Signed | 2013-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kami M Majni | Name |
| PTIN | P01080813 | PTIN |
| Phone | 9725351900 | Phone |
| 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 | 75553806 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 20182921 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 806152 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 806152 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 590118 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 0 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 590118 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 85065 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 33034 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 21664256 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1429304 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 36000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 36000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 67425 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 67425 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 36780 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 36780 | PensionEmplBnftDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 137500 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 137500 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 15572 | InterestRevAndExpnss |
| Interest Net Invst Incm | 15572 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 13457 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 413 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 13044 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 2621 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 2621 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 119837 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 81538 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 38299 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 429192 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 97523 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 331669 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 12925084 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 12925084 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 13354276 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 97523 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 13256753 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 8309980 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1331781 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 51955 | CashBOY |
| Cash EOY | 14629 | CashEOY |
| Cash EOYFMV | 14629 | CashEOYFMV |
| Investments Other BOY | 62651793 | InvestmentsOtherBOY |
| Investments Other EOY | 70854021 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 71040148 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 164942 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1681 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 163261 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 163261 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 163261 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 4190768 | OtherAssetsBOY |
| Other Assets EOY | 4335768 | OtherAssetsEOY |
| Other Assets EOYFMV | 4335768 | OtherAssetsEOYFMV |
| Total Assets BOY | 67057777 | TotalAssetsBOY |
| Total Assets EOY | 75367679 | TotalAssetsEOY |
| Total Assets EOYFMV | 75553806 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 127 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 49 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 127 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 49 | 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 | 67057650 | RetainedEarningsBOY |
| Retained Earnings EOY | 75367630 | RetainedEarningsEOY |
| Total Net Assets BOY | 67057650 | TotalNetAssetsBOY |
| Total Net Assets EOY | 75367630 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 67057777 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 75367679 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 67057650 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 8309980 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 75367630 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 75367630 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|
| Petrus Short Term Fund | P | 35462 | 35462 | |
| Petrus Short Term Fund | P | 44242 | 44242 | |
| Petrus Quantitative Strategies Fund | P | 5704 | 5704 | |
| Petrus Quantitative Strategies Fund | P | 8556 | 8556 | |
| Petrus Securities | P | 5197 | 5197 | |
| Petrus Securities | P | 488972 | 488972 | |
| Capital Gains Dividends | P | 1985 | 1985 | 1985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 590118 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 18505875 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 72374191 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.255697 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11403324 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 83330217 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.136845 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 11703694 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 92277734 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.126831 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 11464913 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 92911452 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.123396 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 9867760 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 50644311 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.194844 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.837613 | TotalDistributionRatio |
| Average Distribution Ratio | 0.167523 | AverageDistributionRatio |
| Net Noncharitable Assets | 56849157 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 9523541 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 13318 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 9536859 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 13256753 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 13318 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 13318 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 13318 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8975 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 11000 | TaxPaidWithExtension |
| Total Credits And Payments | 19975 | TotalCreditsAndPayments |
| Overpayment | 6657 | Overpayment |
| Amount Credited To Next Year | 6657 | 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 | 1 | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | JY Robb III | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9725351930 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 W Plano Parkway | AddressLine1 |
| City | Plano | City |
| State | TX | State |
| ZIP Code | 75075 | 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 | 1 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| H Ross Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | President, Director | 0.00 | 0 | 0 | 0 |
| Margot B Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | 0 | 0 | 0 |
| Carolyn P Rathjen | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Vice Pres, Exec Director | 20.00 | 36000 | 0 | 0 |
| J Thomas Walter | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Secretary, Director | 0.00 | 0 | 0 | 0 |
| H Ross Perot Jr | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | 0 | 0 | 0 |
| Nancy P Mulford | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | 0 | 0 | 0 |
| Suzanne P McGee | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | 0 | 0 | 0 |
| Katherine P Reeves | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | 0 | 0 | 0 |
| Bette Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Director | 0.00 | 0 | 0 | 0 |
| J Y Robb III | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Treasurer | 0.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Trudy Renna | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 269014 | AddressLine1 |
| City | Plano | City |
| State | TX | State |
| ZIP Code | 75026 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Administrative Assis | Title |
| Average Hours Per Week | 40.00 | AverageHoursPerWeek |
| Compensation | 67425 | Compensation |
| Employee Benefits | 4045 | EmployeeBenefits |
| Expense Account | 0 | ExpenseAccount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation provides shelter for unrelated individuals who are officers of the Salvation Army | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | The Foundation provides assistance to unrelated indigent individuals | Description2 |
| Expenses2 | 0 | Expenses2 |
| Description3 | The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities | Description3 |
| Expenses3 | 0 | Expenses3 |
| Description4 | The Foundation provides assistance in obtaining medical care to unrelated military personnel, veterans and their families | Description4 |
| Expenses4 | 0 | Expenses4 |
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 | 57679374 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 35506 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 57714880 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 57714880 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 865723 | CashDeemedCharitable |
| Net Noncharitable Assets | 56849157 | NetNoncharitableAssets |
| Minimum Investment Return | 2842458 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2842458 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 13318 | TaxBasedOnInvestmentIncome |
| Total Tax | 13318 | TotalTax |
| Distributable Amount Before Adj | 2829140 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 2829140 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 2829140 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 13256753 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 13256753 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 13318 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 13243435 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2829140 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 7746331 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6875565 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 7130738 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7275164 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 14905015 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 43932813 | TotalExcessDistriCarryover |
| Qualifying Distributions | 13256753 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2829140 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 10427613 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 54360426 | 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 | 7746331 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 46614095 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6875565 | ExcessFromYear4 |
| Excess From Year3 | 7130738 | ExcessFromYear3 |
| Excess From Year2 | 7275164 | ExcessFromYear2 |
| Excess From Year1 | 14905015 | ExcessFromYear1 |
| Excess From Current Year | 10427613 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Carolyn P Rathjen | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 269014 | AddressLine1 |
| City | Plano | City |
| State | TX | State |
| ZIP Code | 75026 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9725351900 | RecipientPhoneNumber |
| Form And Info And Materials | Please contact the named person above for details | FormAndInfoAndMaterials |
| Submission Deadlines | Please contact the named person above for details | SubmissionDeadlines |
| Restrictions On Awards | Please contact the named person above for details | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (203 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 27th EN BN OEF Memorial Fund | |||||||||||
| 2175 Reilly Road Stop A | Fort Bragg | NC | 283105000 | None | Public Charity | Granite monument to be built near Ft. Bragg in honor of 27th Engineer Battalion | $2,500 | ||||
| 564 Park Avenue Preservation | |||||||||||
| 564 Park Avenue | New York | NY | 10065 | None | Public Charity | Preservation and maintenance of historical building | $5,000 | ||||
| Aberg Center for Literacy | |||||||||||
| 5100 Ross Ave | Dallas | TX | 75206 | None | Public Charity | General Fund | $1,200 | ||||
| Air Force Academy | |||||||||||
| 2304 Cadet Dr Ste 2300 | USAF Academy | CO | 80840 | None | Public Charity | Portrait of General Robinson Risner | $24,000 | ||||
| Alley's House | |||||||||||
| 4907 Spring Ave Suite 103 | Dallas | TX | 75210 | None | Public Charity | Empowers teen mothers and their children to achieve independence through support services, education and mentoring | $5,000 | ||||
| Alzheimer's Association Greater Dallas Chapter | |||||||||||
| PO Box 96011 | Washington | DC | 20090 | None | Public Charity | Eliminate Alzheimer's disease through advancement of research and advanced care of individuals | $2,000 | ||||
| Alzheimer's Association Alois Society | |||||||||||
| 4144 North Central Expressway Suite | Dallas | TX | 75204 | None | Public Charity | Medical research | $5,000 | 750 | |||
| Alzheimer's Association Greater Dallas Chapter | |||||||||||
| PO Box 96011 | Washington | DC | 20090 | None | Public Charity | Eliminate Alzheimer's disease through advancement of research and advanced care for individuals | $2,000 | ||||
| American Veterans Center | |||||||||||
| 1100 North Globe Road Suite 910 | Arlington | VA | 22201 | None | Public Charity | Seeks to preserve and promote the legacy and experiences of veterans and active duty service personel | $25,000 | ||||
| Austin Street Center | |||||||||||
| PO Box 710729 | Dallas | TX | 75371 | None | Public Charity | Programs for homeless families | $20,000 | ||||
| Bermuda Institute of Ocean Sciences | |||||||||||
| None | Public Charity | Non-profit marine research and educational institute | $5,000 | 17 Biological Station | St. Georges GE 01 | BD | |||||
| Bermuda Institute of Ocean Sciences | |||||||||||
| None | Public Charity | Non-profit marine research and educational institute | $50,000 | 17 Biological Station | St. Georges GE 01 | BD | |||||
| Big Thought | |||||||||||
| 2501 Oak Lawn Avenue Suite 550 | Dallas | TX | 75219 | None | Public Charity | Children's after school programs | $500 | ||||
| Booker T Washington High School of the Performing Arts | |||||||||||
| PO Box 192648 | Dallas | TX | 75219 | None | Public Charity | Performing arts education | $2,500 | ||||
| Boy Scouts Circle Ten Council | |||||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | None | Public Charity | Provide programs to scouts | $100,000 | ||||
| Bridge The | |||||||||||
| PO Box 710100 | Dallas | TX | 75317 | None | Public Charity | 2012 Breakfast for the Bridge | $1,500 | ||||
| Camp John Marc | |||||||||||
| 2824 Swiss Ave | Dallas | TX | 75204 | None | Public Charity | Holds, manages, and invests endowment funds of special camps for special kids | $10,000 | ||||
| Camp John Marc | |||||||||||
| 2824 Swiss Ave | Dallas | TX | 75204 | None | Public Charity | Holds, manages, and invests endowment funds of special camps for special kids | $100,000 | ||||
| Campus Crusade for Christ | |||||||||||
| 100 Lake Hart Drive | Orlando | FL | 32832 | None | Public Charity | Religious organization | $2,000 | ||||
| Center for Brain Health | |||||||||||
| 2200 W Mockingbird Lane | Dallas | TX | 75235 | None | Public Charity | Medical Research | $2,500 | ||||
| Center for Human Nutrition | |||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | None | Public Charity | Research to expand knowledge of healthier diets | $1,000 | ||||
| Command and General Staff College Foundation Inc | |||||||||||
| 100 Stimson Ave Ste 1149 | Fort Leavenworth | KS | 66027 | None | Public Charity | Fund Col. Arthur D. Simons Center for the Study of Interagency Cooperation | $735,000 | ||||
| Chase's Place | |||||||||||
| 14210 Marsh Lane | Addison | TX | 75001 | None | Public Charity | Non-Profit school for students with developmental disabilities | $5,000 | ||||
| Chiapas International | |||||||||||
| PO Box 9053 | Dallas | TX | 75209 | None | Public Charity | Women Who Give Hope Luncheon | $500 | ||||
| Children's Medical Center | |||||||||||
| 2777 Stemmons Freeway Suite 1233 | Dallas | TX | 75235 | None | Public Charity | Medical research | $5,000 | ||||
| Children's Medical Center | |||||||||||
| 2777 Stemmons Freeway Suite 1233 | Dallas | TX | 75235 | None | Public Charity | Medical research | $1,000 | ||||
| Children's Medical Center | |||||||||||
| 2777 Stemmons Freeway Suite 1233 | Dallas | TX | 75235 | None | Public Charity | Provide pediatric healthcare services | $420,000 | ||||
| Circle of Support | |||||||||||
| PO Box 398994 | Dallas | TX | 75339 | None | Public Charity | Summer learning program | $35,000 | ||||
| City Square | |||||||||||
| 511 N Akard Street Ste 302 | Dallas | TX | 75201 | None | Public Charity | Social justice organization fighting the root causes of poverty | $10,000 | ||||
| Clayton Dabney Foundation for Kids with Cancer | |||||||||||
| 6500 Greenville Ave 342 | Dallas | TX | 75206 | None | Public Charity | Provide anonymous assistance to needy families of cancer victims | $10,000 | ||||
| Clayton Dabney Foundation for Kids with Cancer | |||||||||||
| 6500 Greenville Ave 342 | Dallas | TX | 75206 | None | Public Charity | Provide Anonymous Assistance to Needy Families of Cancer Victims | $10,000 | ||||
| Collin County Christian Prayer Breakfast | |||||||||||
| 4501 Salerno Circle | Plano | TX | 75093 | None | Public Charity | Sponsor prayer breakfast | $5,000 | ||||
| Communities Foundation of Texas | |||||||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | None | Public Charity | 50th anniversary commemoration fund | $75,000 | ||||
| Communities in Schools Dallas Region | |||||||||||
| 8700 North Stemmons Freeway | Dallas | TX | 75247 | None | Public Charity | Kids Come First Gala | $1,000 | ||||
| Community Partners of Dallas | |||||||||||
| 1215 Skiles Street | Dallas | TX | 75204 | None | Public Charity | To fund fulltime accountant position for Child Protective Services Community Partners | $25,350 | ||||
| Community Partners of Dallas | |||||||||||
| 1215 Skiles Street | Dallas | TX | 75204 | None | Public Charity | To fund fulltime accountant position for Child Protective Services Community Partners | $26,350 | ||||
| Congressional Medal of Honor Foundation | |||||||||||
| 252 North Washington Street | Falls Church | VA | 22046 | None | Public Charity | Underwrite Honor Patriot Award Dinner | $10,000 | ||||
| CONTACT Crisis Line | |||||||||||
| PO Box 800742 | Dallas | TX | 75380 | None | Public Charity | Support for Crisis Help Line Providing Emergency Assistance and Outreach | $1,000 | ||||
| CONTACT Crisis Line | |||||||||||
| PO Box 800742 | Dallas | TX | 75380 | None | Public Charity | Support for Crisis Help Line providing emergency assistance and outreach | $25,000 | ||||
| CONTACT Crisis Line | |||||||||||
| PO Box 800742 | Dallas | TX | 75380 | None | Public Charity | Support for Crisis Help Line providing emergency assistance and outreach | $2,500 | ||||
| Crystal Charity Ball | |||||||||||
| 30 Highland Park Village Ste 206 | Dallas | TX | 75205 | None | Public Charity | Aid & support to children's charities in Dallas County | $10,000 | ||||
| Cystic Fibrosis Foundation | |||||||||||
| 3102 Maple Avenue Suite 120 | Dallas | TX | 75201 | none | Public Charity | Breath of Life Dinner | $1,000 | ||||
| Dallas Arboretum | |||||||||||
| 8525 Garland Road | Dallas | TX | 75218 | None | Public Charity | General Fund | $500 | ||||
| Dallas Area Rape Crisis Center | |||||||||||
| PO Box 796383 | Dallas | TX | 75379 | None | Public Charity | Provides services to anyone affected by sexual violence. | $5,000 | ||||
| Dallas Black Dance Theatre | |||||||||||
| PO Box 131290 | Dallas | TX | 75313 | None | Public Charity | 35th Anniversary Celebration | $250 | ||||
| Dallas Black Dance Theatre | |||||||||||
| PO Box 131290 | Dallas | TX | 75313 | None | Public Charity | 35th Anniversary Celebration | $1,000 | ||||
| Dallas CASA | |||||||||||
| 2815 Gaston Ave | Dallas | TX | 75226 | None | Public Charity | Advocate services for abused children | $20,000 | ||||
| Dallas Children's Theater | |||||||||||
| 5938 Skillman | Dallas | TX | 75231 | None | Public Charity | Sustainability Campaign for capital improvements and operations | $25,000 | ||||
| Dallas Museum of Art | |||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for art programs | $81,300 | ||||
| Dallas Museum of Art | |||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for art programs | $100,000 | ||||
| Dallas Museum of Art | |||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for art programs | $1,000 | ||||
| Dallas Museum of Art | |||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for art programs | $2,000 | ||||
| Dallas Police Running Club | |||||||||||
| 1400 S Lamar Street | Dallas | TX | 75215 | None | Public Charity | To help fund Dallas PD Running Club's trip to Vegas for the Baker Race | $1,000 | ||||
| Dallas Symphony Association | |||||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support for the performing arts | $1,000 | ||||
| Dallas Symphony Association | |||||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support for the performing arts | $1,000,000 | ||||
| Department of Public Safety Officers Association | |||||||||||
| 5821 Airport Blvd | Austin | TX | 78752 | None | Public Charity | Programs to improve law enforcement | $100 | ||||
| Educational First Steps | |||||||||||
| 2804 Swiss Avenue | Dallas | TX | 75204 | None | Public Charity | Improving the quality and availability of early childhood education for economically disadvantaged children | $50,000 | ||||
| Educational Opportunities Inc | |||||||||||
| 8350 N Central Expressway Suite 775 | Dallas | TX | 75206 | None | Public Charity | Offer financial assistance and mentoring support to hundreds of graduates from Dallas public schools as they pursue higher education. | $12,200 | ||||
| Episcopal School of Dallas | |||||||||||
| 4100 Merrell Road | Dallas | TX | 75229 | None | Public Charity | Education | $25,000 | ||||
| Family Gateway | |||||||||||
| 3000 San Jacinto Street | Dallas | TX | 75204 | None | Public Charity | Works to provide shelter and education for homeless chilren and their families in the Dallas area. | $250,000 | ||||
| Family Gateway | |||||||||||
| 3000 San Jacinto Street | Dallas | TX | 75204 | None | Public Charity | Works to provide shelter and education for homeless chilren and their families in the Dallas area. | $5,000 | ||||
| Ferguson Road Initiative | |||||||||||
| PO Box 570417 | Dallas | TX | 75357 | None | Public Charity | Mission is to transform far East Dallas into a safe, beautiful, prosperous and proud community by insiping hope and working together to achieve a shared vision. | $30,000 | ||||
| First Presbyterian Church of Greensburg | |||||||||||
| 300 S Main Street | Greensburg | PA | 15607 | None | Public Charity | Building maintenance | $65,000 | ||||
| Fort Bragg | |||||||||||
| XVIII ABN Corps Fort Bragg 2175 | Fort Bragg | NC | 283105000 | None | Public Charity | Reception for Kennedy - Yarborough Statue dedication at Fort Bragg | $2,750 | Reilly Road Stop A | |||
| Foundation for Brain Health Advances Fund | |||||||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | None | Public Charity | Use and benefit of the Brain Performance Initiative involving Veterans. | $50,000 | ||||
| Friends of the Alzheimer's Disease Center | |||||||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | None | Public Charity | Support of Alzheimers disease research. | $1,000 | ||||
| Friends of Dallas Police | |||||||||||
| 3232 McKinney Ave | Dallas | TX | 75204 | None | Public Charity | Provides cash awards for outstanding police officers | $5,000 | ||||
| Friends of the Bermuda Maritime Museum Inc | |||||||||||
| None | Public Charity | Marine research | $25,000 | PO Box MA133 | Sandy's | BD | |||||
| Friends of the Bermuda Maritime Museum Inc | |||||||||||
| None | Public Charity | Marine research | $2,500 | PO Box MA133 | Sandy's | BD | |||||
| Friends of the Dallas Public Library | |||||||||||
| 3232 McKinney Ave Suite 855 | Dallas | TX | 75204 | None | Public Charity | Support for creation of the McDermott Fine Books Center | $20,000 | ||||
| General Tommy Franks Leadership Institute and Museum | |||||||||||
| PO Box 222 | Hobart | OK | 73651 | None | Public Charity | General Fund | $3,000 | ||||
| Genesis Women's Shelter | |||||||||||
| 4411 Lemmon Ave Ste 201 | Dallas | TX | 75219 | None | Public Charity | Programs for Victims of Domestic Violence | $1,500 | ||||
| George C Marshall Foundation | |||||||||||
| PO Box 1600 | Lexington | VA | 22450 | None | Public Charity | Marshall Foundation makes Marshall-related information and material from its extensive collections available to students, scholars and researchers | $10,000 | ||||
| GI Film Festival | |||||||||||
| 2776 South Arlington Mill Drive Ste | Arlington | VA | 22206 | None | Public Charity | General Fund | $25,000 | 810 | |||
| Girl Scouts of Northeast Texas | |||||||||||
| 6001 Summerside Dr | Dallas | TX | 75252 | None | Public Charity | Funding for 100th Anniversary Gala | $50,000 | ||||
| Girl Scouts of Northeast Texas | |||||||||||
| 6001 Summerside Dr | Dallas | TX | 75252 | None | Public Charity | General Fund | $150,000 | ||||
| Goucher College | |||||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 21204 | None | Public Charity | Liberal arts education that prepares students for a life of inquiry, creativity, and critical and analytical thinking | $750,000 | ||||
| Goucher College | |||||||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 21204 | None | Public Charity | Liberal arts education that prepares students for a life of inquiry, creativity, and critical and analytical thinking | $25,000 | ||||
| Grant Haliburton Foundation | |||||||||||
| 800 E Campbell Road Ste 290 | Richardson | TX | 75081 | None | Public Charity | Underwrite luncheon benefiting mental health resources for youth and their families | $2,500 | ||||
| Greater Dallas Veterans | |||||||||||
| 4400 Williamsburg Road | Dallas | TX | 75220 | None | Public Charity | Support for 2012 Dallas Veterans Parade | $5,000 | ||||
| Healing Hands Ministries | |||||||||||
| PO Box 741524 | Dallas | TX | 75374 | None | Public Charity | Medical & Dental clinic for needy | $5,000 | ||||
| Highland Park Presbyterian Church | |||||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Religious organization | $100,000 | ||||
| Interfaith Housing Coalition | |||||||||||
| 5612 Ross Avenue | Dallas | TX | 75206 | None | Public Charity | Home & Hope Residential Program | $25,000 | ||||
| Jubilee Park and Community Center | |||||||||||
| 907 Bank Street | Dallas | TX | 75223 | None | Public Charity | Revitalization project of a poor neighborhood near Fair Park by building a community center | $50,000 | ||||
| Junior Achievement | |||||||||||
| 1201 West Executive Drive West | Richardson | TX | 75081 | None | Public Charity | Educating students to value free enterprise and economics | $10,000 | ||||
| Junior League of Dallas | |||||||||||
| 8003 Inwood Road | Dallas | TX | 75209 | None | Public Charity | Underwrite event benefiting children's charities | $7,500 | ||||
| Juvenile Diabetes Research Foundation | |||||||||||
| 9400 N Central Expressway Suite | Dallas | TX | 75231 | none | Public Charity | To find a cure for diabetes through the support of research | $25,000 | 1201 | |||
| Landreth Ted | |||||||||||
| 1237 Hi Point | Los Angeles | CA | 90035 | None | Individual | MIA/POW Issue | $19,765 | ||||
| LifeNet Community Behavioral Healthcare | |||||||||||
| 9708 Skillman | Dallas | TX | 75243 | None | Public Charity | Empower people to rebuild and enhance their lives | $25,000 | ||||
| LIFT | |||||||||||
| 2121 Main 100 | Dallas | TX | 75201 | None | Public Charity | Literacy instruction | $500 | ||||
| Lorrie Kitching | |||||||||||
| 735 Leona Lane | Mountain View | CA | 94040 | None | Individual | 40th anniversary celebration of POW's return home | $5,000 | ||||
| Marine Corps Scholarship Foundation | |||||||||||
| 909 N Washington Street Ste 400 | Alexandria | VA | 22314 | None | Public Charity | 50th New York Letherneck Scholarship Ball | $5,000 | ||||
| Mary Crowley Cancer Research Centers | |||||||||||
| 1700 Pacific Ave Suite 1100 | Dallas | TX | 75201 | None | Public Charity | Contribution to Urschel Cardia Stem Cell Fund | $480,000 | ||||
| Mary Crowley Cancer Research Centers | |||||||||||
| 1700 Pacific Ave Suite 1100 | Dallas | TX | 75201 | None | Public Charity | Contribution to Urschel Cardia Stem Cell Fund | $80,000 | ||||
| Mary Crowley Cancer Research Centers | |||||||||||
| 1700 Pacific Ave Suite 1100 | Dallas | TX | 75201 | None | Public Charity | Contribution to Urschel Cardia Stem Cell Fund | $80,000 | ||||
| Maureen Connolly Brinker Tennis Foundation Inc | |||||||||||
| 3824 Cedar Springs Road 434 | Dallas | TX | 75219 | None | Public Charity | General Fund | $1,000 | ||||
| Mental Health America of Greater Dallas | |||||||||||
| 624 Good Latimer Ste 200 | Dallas | TX | 75204 | None | Public Charity | To provide mental health education | $25,000 | ||||
| Metro Dallas Homeless Alliance | |||||||||||
| 1818 Corsicana St | Dallas | TX | 75201 | None | Public Charity | Provide food & shelter to homeless families | $200,000 | ||||
| Momentum Texas | |||||||||||
| 1402 Corinth Ste 115 | Dallas | TX | 75215 | None | Public Charity | Promoting non-profit entrepreneurship | $5,000 | ||||
| Museum of Nature and Science | |||||||||||
| PO Box 151469 | Dallas | TX | 75315 | None | Public Charity | Support for capital campaign | $97,500 | ||||
| National Alliance on Mental Illness | |||||||||||
| 6510 Abrams Road Suite 568 | Dallas | TX | 75231 | None | Public Charity | Relieve effects of severe mental illnesses | $5,000 | ||||
| National Infantry Foundation | |||||||||||
| PO Box 2823 | Columbus | GA | 31902 | None | Public Charity | Building fund for a new national infantry museum & soldier center | $100,000 | ||||
| NC State Foundation | |||||||||||
| Campus Box 7401 | Raleigh | NC | 276957401 | None | Public Charity | Educational scholarships | $40,000 | ||||
| New Conservatory of Dallas | |||||||||||
| PO Box 743876 | Dallas | TX | 75374 | None | Public Charity | Education and performing opportunities for young musicians. | $5,000 | ||||
| New Conservatory of Dallas | |||||||||||
| PO Box 743876 | Dallas | TX | 75374 | None | Public Charity | Education and performing opportunities for young musicians | $1,000 | ||||
| New Friends New Life | |||||||||||
| PO Box 192378 | Dallas | TX | 75219 | None | Public Charity | Support for women to escape the sex industry and make new lives for them and their children. | $25,000 | ||||
| Nexus | |||||||||||
| 8733 La Prada Drive | Dallas | TX | 75228 | None | Public Charity | Contribution to Women's Auxiliary of Nexus 2013 Spring Luncheon | $1,000 | ||||
| Notre Dame School | |||||||||||
| 2018 Allen Street | Dallas | TX | 75204 | None | Public Charity | School for mentally challenged children from kindergarten to vocational grades | $1,500 | ||||
| NTCUSA | |||||||||||
| PO Box 93977 | Southlake | TX | 76092 | None | Public Charity | Honoring Midshipmen and Cadets | $5,000 | ||||
| Oak Hill Academy | |||||||||||
| 9407 Midway Road | Dallas | TX | 75220 | None | Public Charity | Serve the needs of students with learning differences who struggle in mainstream classrooms. | $31,460 | ||||
| Operation Warm Heart | |||||||||||
| 1197 Levitow Blvd Suite 46 | McChord | WA | 98438 | None | Public Charity | Provide funding "Wingman Event" aimed at suicide awaremenss. | $1,000 | ||||
| Our Friends Place | |||||||||||
| 2501 Oak Lawn Avenue Suite 500 | Dallas | TX | 75219 | None | Public Charity | Helping Girls and Young Women with abuse, neglect, poverty, and homelessness. | $1,000 | ||||
| Parkinson Voice Project | |||||||||||
| 500 North Coit Road Ste 2085 | Richardson | TX | 75080 | None | Public Charity | Voice Therapy for Parkinson Patients. | $1,000 | ||||
| Pittsburgh Mercy Foundation | |||||||||||
| 101 Bradford Road Suite 320 | Wexford | PA | 15090 | None | Public Charity | Fund mission related programs | $130,000 | ||||
| Planned Parenthood | |||||||||||
| 7424 Greenville Ave Ste 206 | Dallas | TX | 75231 | None | Public Charity | Provide clinical and consulting services related to family planning | $10,000 | ||||
| Planned Parenthood | |||||||||||
| 7424 Greenville Ave Ste 206 | Dallas | TX | 75231 | None | Public Charity | Provide clinical and consulting services related to family planning | $250,000 | ||||
| Presbyterian Children's Homes | |||||||||||
| 4407 Bee Cave Road Suite 520 | Austin | TX | 78746 | None | Public Charity | Ministry to children suffering from abuse, abandonment, and hardship | $1,903 | ||||
| Promise House | |||||||||||
| 224 W Page Ave | Dallas | TX | 75208 | None | Public Charity | Emergency shelter, counseling, outreach, and education for teens | $30,000 | ||||
| Pure Hope | |||||||||||
| 800 Compton Road Ste 9224 | Cincinnati | OH | 45231 | None | Public Charity | Program to promote sexual purity | $100,000 | ||||
| Reasoning Mind | |||||||||||
| 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | None | Public Charity | Not for profit organization uitilizes online and face to face instruction in order for students to learn math. | $20,833 | ||||
| Reasoning Mind | |||||||||||
| 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | None | Public Charity | Not for profit organization uitilizes online and face to face instruction in order for students to learn math. | $20,833 | ||||
| Reasoning Mind | |||||||||||
| 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | None | Public Charity | Not for profit organization uitilizes online and face to face instruction in order for students to learn math. | $20,833 | ||||
| Reasoning Mind | |||||||||||
| 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | None | Public Charity | Not for profit organization uitilizes online and face to face instruction in order for students to learn math. | $20,833 | ||||
| Reasoning Mind | |||||||||||
| 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | None | Public Charity | Not for profit organization uitilizes online and face to face instruction in order for students to learn math. | $20,833 | ||||
| Reasoning Mind | |||||||||||
| 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | None | Public Charity | Not for profit organization uitilizes online and face to face instruction in order for students to learn math. | $20,833 | ||||
| Reasoning Mind | |||||||||||
| 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | None | Public Charity | Not for profit organization uitilizes online and face to face instruction in order for students to learn math. | $20,833 | ||||
| Reasoning Mind | |||||||||||
| 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | None | Public Charity | Not for profit organization uitilizes online and face to face instruction in order for students to learn math. | $20,833 | ||||
| Reasoning Mind | |||||||||||
| 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | None | Public Charity | Not for profit organization uitilizes online and face to face instruction in order for students to learn math. | $20,833 | ||||
| Reasoning Mind | |||||||||||
| 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | None | Public Charity | Not for profit organization uitilizes online and face to face instruction in order for students to learn math. | $20,833 | ||||
| Reasoning Mind | |||||||||||
| 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | None | Public Charity | Not for profit organization uitilizes online and face to face instruction in order for students to learn math. | $20,833 | ||||
| Reasoning Mind | |||||||||||
| 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | None | Public Charity | Not for profit organization uitilizes online and face to face instruction in order for students to learn math. | $20,833 | ||||
| Reconciliation Outreach | |||||||||||
| 4311 Bryan Street | Dallas | TX | 75204 | None | Public Charity | Contribution to Leave a Legacy Banquet | $2,500 | ||||
| Ronald McDonald House of Dallas | |||||||||||
| 4707 Bengal Street | Dallas | TX | 75235 | None | Public Charity | Housing for families of children receiving medical treatment | $200,000 | ||||
| Rotary Club of Dallas | |||||||||||
| 1717 North Akard St | Dallas | TX | 75201 | None | Public Charity | Support for veterans and active duty military personnel | $25,000 | ||||
| Sky Ranch | |||||||||||
| 600 N Pearl Street Ste 640 LB 148 | Dallas | TX | 75201 | None | Public Charity | Military Family Camp | $10,000 | ||||
| Southwestern Diabetic Foundation | |||||||||||
| PO Box 918 | Gainesville | TX | 76241 | None | Public Charity | Campership program | $5,000 | ||||
| Special Forces Association | |||||||||||
| PO Box 6515 | MacDill AFB | FL | 33608 | None | Public Charity | Scholarship fund | $1,500 | ||||
| Special Programs for Aging Needs | |||||||||||
| 1800 Malone St | Denton | TX | 76201 | None | Public Charity | Provide Food & Shelter to the Elderly | $10,000 | ||||
| St Mark's School of Texas | |||||||||||
| 10600 Preston Road | Dallas | TX | 75230 | None | Public Charity | Education | $5,000 | ||||
| St Philip's School and Community Center | |||||||||||
| 1600 Pennsylvania Ave | Dallas | TX | 75215 | None | Public Charity | George T. Lee Scholarship | $1,000 | ||||
| St Philip's School and Community Center | |||||||||||
| 1600 Pennsylvania Ave | Dallas | TX | 75215 | None | Public Charity | Summer Camp Programs | $10,000 | ||||
| Suicide and Crisis Center of North Texas | |||||||||||
| 2808 Swiss Avenue | Dallas | TX | 75204 | None | Public Charity | Support for families and individuals with acute mental distress | $25,000 | ||||
| Surgery for the Poor | |||||||||||
| 420 Fifth Ave 27th Floor | New York | NY | 10018 | None | Public Charity | Provide free surgeries to children who's families cannot afford the medical care. | $5,000 | ||||
| Texarkana College | |||||||||||
| 2500 N Robinson Road | Texarkana | TX | 75599 | None | Public Charity | TC Tomorrow Community Challenge | $1,000,000 | ||||
| Teach for America | |||||||||||
| 350 N St Paul Street Ste 2800 | Dallas | TX | 75201 | None | Public Charity | Movement to eliminate educational inequity | $250,000 | ||||
| Texas A&M University - Texarkana | |||||||||||
| PO Box 5518 | Texarkana | TX | 75505 | None | Public Charity | Engineering Professorship Endowment | $14,888 | ||||
| Texas A&M University - Texarkana | |||||||||||
| PO Box 5518 | Texarkana | TX | 75505 | None | Public Charity | Engineering Professorship Endowment | $14,888 | ||||
| Texas A&M University - Texarkana | |||||||||||
| PO Box 5518 | Texarkana | TX | 75505 | None | Public Charity | Engineering professorship endowment | $14,888 | ||||
| Texas A&M University - Texarkana | |||||||||||
| PO Box 5518 | Texarkana | TX | 75505 | None | Public Charity | Engineering professorship endowment | $14,888 | ||||
| Texas A&M University - Texarkana | |||||||||||
| PO Box 5518 | Texarkana | TX | 75505 | None | Public Charity | Engineering professorship endowment | $14,888 | ||||
| Texas A&M University - Texarkana | |||||||||||
| PO Box 5518 | Texarkana | TX | 75505 | None | Public Charity | Engineering Professorship Endowment | $14,888 | ||||
| Texas A&M University - Texarkana | |||||||||||
| PO Box 5518 | Texarkana | TX | 75505 | None | Public Charity | Engineering professorship endowment | $14,888 | ||||
| Texas A&M University - Texarkana | |||||||||||
| PO Box 5518 | Texarkana | TX | 75505 | None | Public Charity | Engineering professorship endowment | $14,888 | ||||
| Texas A&M University - Texarkana | |||||||||||
| PO Box 5518 | Texarkana | TX | 75505 | None | Public Charity | Engineering professorship endowment | $14,888 | ||||
| Texas A&M University - Texarkana | |||||||||||
| PO Box 5518 | Texarkana | TX | 75505 | None | Public Charity | Engineering professorship endowment | $14,888 | ||||
| Texas A&M University - Texarkana | |||||||||||
| PO Box 5518 | Texarkana | TX | 75505 | None | Public Charity | Engineering professorship endowment | $14,888 | ||||
| Texas A&M University - Texarkana | |||||||||||
| PO Box 5518 | Texarkana | TX | 75505 | None | Public Charity | Engineering professorship endowment | $14,888 | ||||
| Texas Scottish Rite Hospital | |||||||||||
| 2222 Welborn Street | Dallas | TX | 75219 | None | Public Charity | Healthcare to children | $25,000 | ||||
| Texas Society Sons of the American Revolution | |||||||||||
| PO Box 5419 | Kingwood | TX | 77325 | None | Public Charity | Sponsor annual Eagle Scout Scholarship. | $5,000 | ||||
| Texas Winds Musical Outreach Inc | |||||||||||
| 7038 Hunters Ridge Drive | Dallas | TX | 75248 | None | Public Charity | Programs for the ill health, economically disadvantaged, isolated seniors and at-risk children | $5,000 | ||||
| The Child Care Group | |||||||||||
| 8585 North Stemmons Freeway Ste 500 | Dallas | TX | 75247 | None | Public Charity | Provide and promote quality child care services | $20,000 | ||||
| The Cooper Institute | |||||||||||
| 12330 Preston Road | Dallas | TX | 75230 | None | Public Charity | Scientific research in the field of preventative medicine | $50,000 | ||||
| The Cooper Institute | |||||||||||
| 12330 Preston Road | Dallas | TX | 75230 | None | Public Charity | Goal to prevent illness and obesity in children and adults. | $666,667 | ||||
| The Council on Alcohol & Drug Abuse | |||||||||||
| 1349 Empire Central Drive Suite 800 | Dallas | TX | 75247 | None | Public Charity | General Fund | $2,500 | ||||
| The Elisa Project | |||||||||||
| 3102 Oak Lawn Ave Ste 520 | Dallas | TX | 75219 | None | Public Charity | Dedicated to the Prevention of eating disorders through awaremenss, education, support and advocay. | $1,000 | ||||
| The Elisa Project | |||||||||||
| 3102 Oak Lawn Ave Ste 520 | Dallas | TX | 75219 | None | Public Charity | Dedicated to the Prevention of eating disorders through awaremenss, education, support and advocay. | $1,500 | ||||
| The Family Place | |||||||||||
| PO Box 7999 | Dallas | TX | 75209 | None | Public Charity | Support for victims of family abuse | $5,000 | ||||
| The Global Fund for Children | |||||||||||
| 1101 Fourteenth Street NW Suite 420 | Washington | DC | 20005 | None | Public Charity | Advance the dignity of vulnerable children and youth around the world | $15,000 | ||||
| The Leukemia & Lymphoma Society | |||||||||||
| 8111 LBJ Freeway Suite 425 | Dallas | TX | 75251 | None | Public Charity | Contribution to St. Valentine's Day Luncheon and Fashion Show | $1,000 | ||||
| The Salvation Army | |||||||||||
| 8787 N Stemmons Frwy Suite 800 | Dallas | TX | 75247 | None | Public Charity | Provide Support for Victims of Domestic Violence | $15,000 | ||||
| The Salvation Army | |||||||||||
| 8787 N Stemmons Frwy Suite 800 | Dallas | TX | 75247 | None | Public Charity | Provide support for victims of domestic violence | $100,000 | ||||
| The Salvation Army Texarkana | |||||||||||
| 400 E 4th Street | Texarkana | TX | 71854 | None | Public Charity | Provide support for victims of domestic abuse | $33,700 | ||||
| The Silent Warrior Fund | |||||||||||
| 528 Main St 2 | Avon By The Sea | NJ | 07717 | None | Public Charity | Provide scholarships to former Reconnaissance Marines and their families | $1,750 | ||||
| The Sweetheart Ball | |||||||||||
| 4612 North Versailles Ave | Dallas | TX | 75209 | None | Public Charity | Supports heart research at the University of Texas Southwestern Medical Center | $15,000 | ||||
| The Wilkinson Center | |||||||||||
| 4144 North Central Expressway Suite | Dallas | TX | 75204 | None | Public Charity | General Fund | $500 | 610 | |||
| Theatre Three | |||||||||||
| 2800 Routh Street Ste 168 | Dallas | TX | 75201 | None | Public Charity | Production and performance of theatrical plays | $1,500 | ||||
| US Capitol Historical Society | |||||||||||
| 200 Maryland Ave NE | Washington | DC | 20002 | None | Public Charity | General Fund | $5,000 | ||||
| Union Gospel Mission | |||||||||||
| 3211 Irving Blvd | Dallas | TX | 75247 | None | Public Charity | General Fund | $500 | ||||
| United States Air Force Academy | |||||||||||
| 3116 Academy Drive Suite 200 | USAFA | CO | 80840 | None | Public Charity | Gen. Risner Military Scholar Fund (10 yr 3.5M Commitment) | $350,000 | ||||
| United States Naval Academy Alumni Association | |||||||||||
| 430 Lakewood | Fairview | TX | 75069 | None | Public Charity | Sponsor table for Annual Naval Academy Blue Chip Dinner | $350 | ||||
| United Way of Grayson Country | |||||||||||
| PO Box 1112 | Sherman | TX | 75091 | None | Public Charity | Support of Humanitarian Programs in the Community | $10,000 | ||||
| United Way of Metropolitan Dallas | |||||||||||
| 1800 N Lamar | Dallas | TX | 75202 | None | Public Charity | Support of Humanitarian Programs in the Community | $100,000 | ||||
| University Hospital Zale Lipshy | |||||||||||
| PO Box 849927 | Dallas | TX | 75284 | None | Public Charity | Medical Expenses for Keara Torkelson (Military) | $1,571 | ||||
| University of Texas MD Anderson Cancer Center | |||||||||||
| PO Box 301439 | Houston | TX | 77230 | None | Public Charity | Norman Brinker Award | $100,000 | ||||
| University of Texas MD Anderson Cancer Center | |||||||||||
| PO Box 301439 | Houston | TX | 77230 | None | Public Charity | Cancer research | $2,000,000 | ||||
| Uplift Education | |||||||||||
| 606 East Royal Lane | Irving | TX | 75039 | None | Public Charity | Laureate Prep - Science oriented public charter school that has an extensive partnership with the Museum of Nature and Science | $115,000 | ||||
| USO | |||||||||||
| PO Box 96860 | Washington | DC | 20077 | None | Public Charity | General Fund | $2,500 | ||||
| UT Southwestern Medical Service Plan - Andrew Litz | |||||||||||
| PO Box 845347 | Dallas | TX | 75284 | None | Public Charity | To pay Andrew Litz's (Dallas Police Officer) medical bills. | $4,591 | ||||
| UT Southwestern Medical Service Plan - K Torkelson | |||||||||||
| PO Box 845347 | Dallas | TX | 75284 | None | Public Charity | To pay Keara Torkelson medical bills | $675 | ||||
| Vail Valley Music Festival Bravo | |||||||||||
| 2271 N Frontage Road W Unit C | Vail | CO | 81657 | None | Public Charity | Presentation and sponsorship of musical concerts and performing arts for the citizens and visitors of Vail Valley | $1,000 | ||||
| Vanderbilt College of Arts and Science | |||||||||||
| 2301 Vanderbilt Place | Nashville | TN | 372407727 | None | Public Charity | Education | $5,000 | ||||
| Walking Mountains - A Science Learning Center | |||||||||||
| 82 East Beaver Creek Blvd Suite 202 | Avon | CO | 81620 | None | Public Charity | To raise environmental awareness and inspire stewardship | $5,000 | ||||
| Wednesday's Child | |||||||||||
| 2801 Swiss Ave Ste 130 | Dallas | TX | 75204 | None | Public Charity | Bring hope and healing to children in foster care | $10,000 | ||||
| West Dallas Community School | |||||||||||
| 2300 Canada Drive | Dallas | TX | 75212 | None | Public Charity | Education | $10,000 | ||||
| West Point Association of Graduates | |||||||||||
| 698 Mills Road | West Point | NY | 10996 | None | Public Charity | Serve West Point and its graduates | $304,000 | ||||
| West Point Association of Graduates | |||||||||||
| 698 Mills Road | West Point | NY | 10996 | None | Public Charity | Serve West Point and its graduates | $140,000 | ||||
| Westmoreland County Historical Society | |||||||||||
| 362 Sand Hill Road Suite 1 | Greensburg | PA | 15601 | None | Public Charity | Acquire and manage resources related to the history of Westmoreland County | $1,000 | ||||
| Westmoreland Cultural Trust | |||||||||||
| 102 N Main Street Suite 232 | Greensburg | PA | 15601 | None | Public Charity | General Fund | $1,000 | ||||
| Westmoreland Symphony Orchestra | |||||||||||
| 951 Old Salem Road | Greensburg | PA | 15601 | None | Public Charity | Promote musical enrichment through quality performance and education | $5,000 | ||||
| Windreach Bermuda | |||||||||||
| None | Public Charity | Programs for people with disabilities | $4,000 | 57 Spice Hill Road | Warwick WK BX | BD | |||||
| Wisdom's Hope | |||||||||||
| 190 E Stacy Road Suite 306-192 | Allen | TX | 75002 | None | Public Charity | Provides transitional housing and services for low income families wha have a child with health needs. | $25,000 | ||||
| Woodall Rodgers Park Foundation | |||||||||||
| 1909 Woodall Rodgers Fwy Ste 403 | Dallas | TX | 75201 | None | Public Charity | General Fund | $200,000 | ||||
| WWII Foundation | |||||||||||
| 333 White Horn Drive Suite 1 | Kingston | RI | 02881 | None | Public Charity | Jim Megellas Documentary | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 12925084 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $806,152 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $33,034 | ExclusionAmount |
| Related Or Exempt Function Income | 52031 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $590,118 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,429,304 | ExclusionAmount |
| Related Or Exempt Function Income | 52031 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1481335 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumber |
| Relationship Statement | Income reported in column (e) is tax exempt interest income and excluded from gross income by Code Section 103. | RelationshipStatement |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | H Ross Perot | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 269014 | AddressLine1 |
| City | Plano | City |
| State | TX | State |
| ZIP Code | 75026 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 20182921 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Investment in Petrus Short Term Fund | AT COST | 65527753 | 65506413 |
| Investment in Petrus Securities | AT COST | 4713959 | 4963230 |
| Investment in Petrus Quantitative Strategies Fund | AT COST | 612309 | 570505 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Russian Space Artifacts at Cost | 4190768 | 4190768 | 4190768 |
| Deposits | 0 | 145000 | 145000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Insurance Expense | 5682 | 0 | 5682 |
| Bank Charges | 616 | 616 | 0 |
| Other Expenses | 10764 | 0 | 10764 |
| Telephone & Utilities | 1056 | 0 | 1056 |
| Petrus Short Term Fund LP 26-3724953 | 58015 | 58015 | 0 |
| Petrus Quantitative Strategies Fund 26-4821523 | 121 | 121 | 0 |
| Petrus Securities LP 75-2430579 | 22786 | 22786 | 0 |
| Maintenance | 20797 | 0 | 20797 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| Tax Exempt Income | 52031 | 0 | 52031 |
| Royalties - Petrus Quantitative Strategies Fund 26-4821523 | 1 | 1 | 1 |
| Other Income - Petrus Quantitative Strategies Fund 26-4821523 | -82 | -82 | -82 |
| Other Income - Petrus Securities 75-2430579 | 35934 | 35934 | 35934 |
| Other Income - Petrus Quantitative Strategies Fund 26-4821523 | -9185 | -9185 | -9185 |
| Other Income - Petrus Short Term Fund 26-3724953 | 1366 | 1366 | 1366 |
| Royalties | 5000 | 5000 | 5000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Intercompany Payable | Description |
| BOY Book Value | 127 | BOYBookValue |
| EOY Book Value | 49 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Consulting | Category |
| Amount | $137,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 137500 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Property Taxes | $4,294 | 0 | 4294 |
| Payroll Taxes | $8,750 | 0 | 8750 |
| Foreign Taxes - PQSF | $26 | 26 | 0 |
| Foreign Taxes - PETS | $387 | 387 | 0 |
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