PEROT FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PEROT FOUNDATION (EIN 75-6093258)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-30
- IRS object ID
- 201213049349100406
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2012-10-30T13:14:26-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-10-30 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 67186478 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 179459 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 855839 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 855839 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 157954 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 157954 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2808 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 171 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1196060 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1013964 | 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 | 73895 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 73895 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 26190 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 26190 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 708 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 708 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 150000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 150000 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 19461 | InterestRevAndExpnss |
| Interest Net Invst Incm | 19461 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 32802 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 232 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 9047 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 2884 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 2884 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 120320 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 101783 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 18537 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 462260 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 121476 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 317261 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 18197539 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 18197539 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 18659799 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 121476 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 18514800 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -17463739 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 892488 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 50449 | CashBOY |
| Cash EOY | 51955 | CashEOY |
| Cash EOYFMV | 51955 | CashEOYFMV |
| Other Notes And Loans Rcvbl BOY | 6218748 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 0 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 0 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Other BOY | 73898216 | InvestmentsOtherBOY |
| Investments Other EOY | 62651793 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 62780494 | 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 | 4190769 | OtherAssetsBOY |
| Other Assets EOY | 4190768 | OtherAssetsEOY |
| Other Assets EOYFMV | 4190768 | OtherAssetsEOYFMV |
| Total Assets BOY | 84521443 | TotalAssetsBOY |
| Total Assets EOY | 67057777 | TotalAssetsEOY |
| Total Assets EOYFMV | 67186478 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 54 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 127 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 54 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 127 | 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 | 84521389 | RetainedEarningsBOY |
| Retained Earnings EOY | 67057650 | RetainedEarningsEOY |
| Total Net Assets BOY | 84521389 | TotalNetAssetsBOY |
| Total Net Assets EOY | 67057650 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 84521443 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 67057777 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 84521389 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -17463739 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 67057650 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 67057650 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|
| Petrus Short Term Fund 26-3724953 | P | 60022 | 60022 |
| Petrus Short Term Fund 26-3724953 | P | -7933 | -7933 |
| Petrus Quantitative Strategies Fund 26-4821523 | P | 7006 | 7006 |
| Petrus Securities 75-2430579 | P | 48658 | 48658 |
| Petrus Securities 75-2430579 | P | 39552 | 39552 |
| Petrus Quantitative Strategies Fund 26-4821523 | P | 10649 | 10649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 157954 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 11403324 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 83330217 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.136845 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11703694 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 92277734 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.126831 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 11464913 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 92911452 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.123396 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 9867760 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 50644311 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.194844 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 9278360 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 39427564 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.235327 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.817243 | TotalDistributionRatio |
| Average Distribution Ratio | 0.163449 | AverageDistributionRatio |
| Net Noncharitable Assets | 72374191 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 11829489 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8925 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 11838414 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 18514800 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 8925 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 8925 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 8925 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 17900 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 17900 | TotalCreditsAndPayments |
| Overpayment | 8975 | Overpayment |
| Amount Credited To Next Year | 8975 | 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 | 68895 | Compensation |
| Employee Benefits | 4134 | EmployeeBenefits |
| Expense Account | 0 | ExpenseAccount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 1 | 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 | 73449674 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 26662 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 73476336 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 73476336 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1102145 | CashDeemedCharitable |
| Net Noncharitable Assets | 72374191 | NetNoncharitableAssets |
| Minimum Investment Return | 3618710 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3618710 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8925 | TaxBasedOnInvestmentIncome |
| Total Tax | 8925 | TotalTax |
| Distributable Amount Before Adj | 3609785 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3609785 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3609785 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 18514800 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 18514800 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 8925 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 18505875 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3609785 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 7334011 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 7746331 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6875565 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7130738 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 7275164 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 36361809 | TotalExcessDistriCarryover |
| Qualifying Distributions | 18514800 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3609785 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14905015 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 51266824 | 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 | 7334011 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 43932813 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7746331 | ExcessFromYear4 |
| Excess From Year3 | 6875565 | ExcessFromYear3 |
| Excess From Year2 | 7130738 | ExcessFromYear2 |
| Excess From Year1 | 7275164 | ExcessFromYear1 |
| Excess From Current Year | 14905015 | 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 (218 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bermuda Masterworks Foundation | |||||||||||||
| PO Box HM 1929 | Hamilton HM HX | Bermuda | BD | xxxxx | None | Public Charity | Support for Museum of Arts programs | $25,000 | |||||
| Texas Narcotic Officers Association | |||||||||||||
| None | Public Charity | Provide up to date and pertinent information regarding law and narcotic enforcement | $10,000 | 17900 N Lee Trevino Suite 505 | El Paso | TX | 79936 | ||||||
| West Point Association of Graduates | |||||||||||||
| None | Public Charity | Serve West Point and its graduates | $140,000 | 698 Mills Road | West Point | NY | 10996 | ||||||
| Episcopal School of Dallas | |||||||||||||
| None | Public Charity | Education | $1,000,000 | 4100 Merrell Road | Dallas | TX | 75229 | ||||||
| The Chicago Classical Recording Foundation | |||||||||||||
| None | Public Charity | Support for instrumental and vocal performance artists | $12,000 | 5255 North Lakewood Avenue | Chicago | IL | 60640 | ||||||
| Juvenile Diabetes Research Foundation | |||||||||||||
| none | Public Charity | To find a cure for diabetes through the support of research | $25,000 | 9400 N Central Expressway Suite | Dallas | TX | 75231 | 1201 | |||||
| Clayton Dabney Foundation for Kids with Cancer | |||||||||||||
| None | Public Charity | Provide Anonymous Assistance to Needy Families of Cancer Victims | $10,000 | 6500 Greenville Ave 342 | Dallas | TX | 75206 | ||||||
| LifeNet Community Behavioral Healthcare | |||||||||||||
| None | Public Charity | Empower people to rebuild and enhance their lives | $25,000 | 9708 Skillman | Dallas | TX | 75243 | ||||||
| Special Programs for Aging Needs | |||||||||||||
| None | Public Charity | Provide Food & Shelter to the Elderly | $10,000 | 1800 Malone St | Denton | TX | 76201 | ||||||
| AIDS Interfaith Network | |||||||||||||
| None | Public Charity | Support for Outreach and HIV Prevention Programs | $10,000 | 501 N Stemmons Freeway Suite 200 | Dallas | TX | 75207 | ||||||
| Alley's House | |||||||||||||
| None | Public Charity | Empowers teen mothers and their children to achieve independence through support services, education and mentoring | $5,000 | 4907 Spring Ave Suite 103 | Dallas | TX | 75210 | ||||||
| Walking Mountains - A Science Learning Center | |||||||||||||
| None | Public Charity | To raise environmental awareness and inspire stewardship | $50,000 | 82 East Beaver Creek Blvd Suite 202 | Avon | CO | 81620 | ||||||
| Dallas PD 2011 Baker to Vegas | |||||||||||||
| None | Other | To help fund Dallas PD Running Club's trip to Vegas for the Baker Race | $1,000 | 334 S Hall Street | Dallas | TX | 75226 | ||||||
| Texas A&M University - Texarkana | |||||||||||||
| None | Public Charity | Engineering Professorship Endowment | $14,888 | PO Box 5518 | Texarkana | TX | 75505 | ||||||
| CONTACT Crisis Line | |||||||||||||
| None | Public Charity | Support for Crisis Help Line Providing Emergency Assistance and Outreach | $5,000 | PO Box 800742 | Dallas | TX | 75380 | ||||||
| Friends of the Dallas Public Library | |||||||||||||
| None | Public Charity | Support for creation of the McDermott Fine Books Center | $20,000 | 3232 McKinney Ave Suite 855 | Dallas | TX | 75204 | ||||||
| JBSA First Sergeant's Council | |||||||||||||
| None | Other | Contribution to Awards Banquet | $1,000 | PO Box 340666 | San Antonio | TX | 78234 | ||||||
| Vail Valley Music Festival Bravo | |||||||||||||
| None | Public Charity | Presentation and sponsorship of musical concerts and performing arts for the citizens and visitors of Vail Valley | $5,000 | 2271 N Frontage Road W Unit C | Vail | CO | 81657 | ||||||
| Alzheimer's Association Greater Dallas Chapter | |||||||||||||
| None | Public Charity | Eliminate Alzheimer's disease through advancement of research and advanced care for individuals | $2,500 | PO Box 96011 | Washington | DC | 20090 | ||||||
| National Alliance on Mental Illness | |||||||||||||
| None | Public Charity | Relieve effects of severe mental illnesses | $5,000 | 6510 Abrams Road Suite 568 | Dallas | TX | 75231 | ||||||
| Preston Hollow Presbyterian School | |||||||||||||
| None | Public Charity | Educating students | $2,500 | 9800 Preston Road | Dallas | TX | 75230 | ||||||
| United Way of Metropolitan Dallas | |||||||||||||
| None | Public Charity | Support of Humanitarian Programs in the Community | $100,000 | 1800 N Lamar | Dallas | TX | 75202 | ||||||
| America Supports You - Texas | |||||||||||||
| None | Public Charity | Increase public awareness and support for men and women serving our country | $5,000 | PO Box 3218 | Amarillo | TX | 79116 | ||||||
| USO | |||||||||||||
| None | Public Charity | Provide services to military personal and their families | $2,500 | PO Box 96860 | Washington | DC | 20077 | ||||||
| Westmoreland Symphony Orchestra | |||||||||||||
| None | Public Charity | Promote musical enrichment through quality performance and education | $5,000 | 951 Old Salem Road | Greensburg | PA | 15601 | ||||||
| Naval Special Warfare Foundation | |||||||||||||
| None | Public Charity | Assist SEAL warriors lost in combat | $20,000 | 1221 Pinehurst Road | Chula Vista | CA | 91915 | ||||||
| Texas A&M University - Texarkana | |||||||||||||
| None | Public Charity | Engineering Professorship Endowment | $14,888 | PO Box 5518 | Texarkana | TX | 75505 | ||||||
| Genesis Women's Shelter | |||||||||||||
| None | Public Charity | Programs for Victims of Domestic Violence | $5,000 | 4411 Lemmon Ave Ste 201 | Dallas | TX | 75219 | ||||||
| Prevent Blindness Texas | |||||||||||||
| None | Public Charity | Research, New Drugs and Measures to Prevent Blindness | $5,000 | 3610 Fairmont Street | Dallas | TX | 75219 | ||||||
| Interfaith Housing Coalition | |||||||||||||
| None | Public Charity | Home & Hope Residential Program | $25,000 | 5612 Ross Avenue | Dallas | TX | 75206 | ||||||
| Dallas Center for Performing Arts Foundation dba AT&T Performing Arts Cen | |||||||||||||
| None | Public Charity | Raise funds to build the Dallas Center for the Performing Arts | $200,000 | 2106 Boll Street | Dallas | TX | 75204 | ||||||
| The Salvation Army | |||||||||||||
| None | Public Charity | Provide Support for Victims of Domestic Violence | $15,000 | 8787 N Stemmons Frwy Suite 800 | Dallas | TX | 75247 | ||||||
| Alzheimer's AWARE | |||||||||||||
| None | Public Charity | Eliminate Alzheimer's disease through advancement of research and advanced care of individuals | $5,000 | 25 Highland Park Village | Dallas | TX | 75205 | ||||||
| Texas Winds Musical Outreach Inc | |||||||||||||
| None | Public Charity | Programs for the ill health, economically disadvantaged, isolated seniors and at-risk children | $5,000 | 7038 Hunters Ridge Drive | Dallas | TX | 75248 | ||||||
| Dallas Children's Advocacy Center | |||||||||||||
| None | Public Charity | Programs to improve the lives of abused children | $2,000 | 3611 Swiss Ave | Dallas | TX | 75204 | ||||||
| The Dallas Opera | |||||||||||||
| None | Public Charity | Support for the performing arts | $25,000 | 8350 N Central Expressway Suite 210 | Dallas | TX | 75206 | ||||||
| FRAME | |||||||||||||
| None | Public Charity | Support educational, scholarly and cultural exchanges, and artistic cooperation between France and the US. | $2,500 | PO Box 830688 JO31 | Richardson | TX | 750830688 | ||||||
| Crystal Charity Ball | |||||||||||||
| None | Public Charity | Aid & support to children's charities in Dallas County | $10,000 | 30 Highland Park Village Ste 206 | Dallas | TX | 75205 | ||||||
| The Family Place | |||||||||||||
| None | Public Charity | Support for victims of family abuse | $50,000 | PO Box 7999 | Dallas | TX | 75209 | ||||||
| Promise House | |||||||||||||
| None | Public Charity | Emergency shelter, counseling, outreach, and education for teens | $30,000 | 224 W Page Ave | Dallas | TX | 75208 | ||||||
| DFW Hospital Council Foundation | |||||||||||||
| None | Public Charity | Assist area hospitals and nursing schools to increase their capacity for educating future nurses. | $8,015 | 250 Decker Drive | Irving | TX | 75062 | ||||||
| Boy Scouts Circle Ten Council | |||||||||||||
| None | Public Charity | Provide programs to scouts | $100,000 | 8605 Harry Hines Blvd | Dallas | TX | 75235 | ||||||
| Momentum Texas | |||||||||||||
| None | Public Charity | Promoting non-profit entrepreneurship | $4,000 | 1402 Corinth Ste 115 | Dallas | TX | 75215 | ||||||
| Command and General Staff College Foundation Inc | |||||||||||||
| None | Public Charity | Dinner in honor of General Hugh Shelton | $10,000 | 100 Stimson Ave Ste 1149 | Fort Leavenworth | KS | 66027 | ||||||
| Dallas Military Ball | |||||||||||||
| None | Public Charity | Provide resources for men and women in uniform | $10,000 | PO Box 803451 | Dallas | TX | 75380 | ||||||
| The Silent Warrior Fund | |||||||||||||
| None | Public Charity | Provide scholarships to former Reconnaissance Marines and their families | $1,000 | 528 Main St 2 | Avon By The Sea | NJ | 07717 | ||||||
| The Pensacola Bay Area Chamber of Commerce Foundation | |||||||||||||
| None | Public Charity | Economic Development | $10,000 | PO Box 550 | Pensacola | FL | 32591 | ||||||
| The Salvation Army | |||||||||||||
| None | Public Charity | Provide support for victims of domestic violence | $10,000 | 8787 N Stemmons Frwy Suite 800 | Dallas | TX | 75247 | ||||||
| Friends of Dallas Police | |||||||||||||
| None | Public Charity | Provides cash awards for outstanding police officers | $1,500 | 3232 McKinney Ave | Dallas | TX | 75204 | ||||||
| Horatio Alger Association | |||||||||||||
| None | Public Charity | Provides scholarship assistance to help promising high school students attend college | $5,000 | 99 Canal Center Plaza Suite 320 | Alexandria | VA | 22314 | ||||||
| American Veterans Center | |||||||||||||
| None | Public Charity | Seeks to preserve and promote the legacy and experiences of veterans and active duty service personel | $25,000 | 1100 North Globe Road Suite 910 | Arlington | VA | 22201 | ||||||
| PreGED School | |||||||||||||
| None | Public Charity | Provides instruction in literacy and English language skills to adult women | $1,200 | 5100 Ross Ave | Dallas | TX | 75206 | ||||||
| Chase's Place | |||||||||||||
| None | Public Charity | Non-Profit school for students with developmental disabilities | $5,000 | 14210 Marsh Lane | Addison | TX | 75001 | ||||||
| Texas A&M University - Texarkana | |||||||||||||
| None | Public Charity | Engineering professorship endowment | $14,888 | PO Box 5518 | Texarkana | TX | 75505 | ||||||
| The OSS Society Inc | |||||||||||||
| None | Public Charity | Celebrates historical accomplishments of the OSS during World War II | $10,000 | 6723 Whittier Ave Ste 200 | McLean | VA | 22101 | ||||||
| Ranger Infantry Companies of the Korean War | |||||||||||||
| None | Public Charity | Veterans fraternity/memorials | $2,000 | 15616 Putman Road | Rogers | AR | 72756 | ||||||
| Department of Public Safety Officers Association | |||||||||||||
| None | Public Charity | Programs to improve law enforcement | $100 | 5821 Airport Blvd | Austin | TX | 78752 | ||||||
| University of Texas MD Anderson Cancer Center | |||||||||||||
| None | Public Charity | Provide and broad range of services to elevate the level of cancer care in the community | $1,000,000 | PO Box 301439 | Houston | TX | 77230 | ||||||
| Volunteer Center of North Texas | |||||||||||||
| None | Public Charity | Promotes volunteerism | $5,000 | 2800 Live Oak St | Dallas | TX | 75204 | ||||||
| Heroes for Children | |||||||||||||
| None | Public Charity | Provide financial and social assistance to families with children battling cancer | $2,500 | 1701 North Collins Ste 240 | Richarson | TX | 75080 | ||||||
| Dallas Museum of Art | |||||||||||||
| None | Public Charity | Support for art programs | $81,300 | 1717 North Harwood | Dallas | TX | 75201 | ||||||
| Richardson Church of the Nazarene | |||||||||||||
| None | Public Charity | Compassionate ministry | $1,000 | 2101 E Renner Rd | Richardson | TX | 75082 | ||||||
| Mental Health America of Greater Dallas | |||||||||||||
| None | Public Charity | To provide mental health education | $25,000 | 624 Good Latimer Ste 200 | Dallas | TX | 75204 | ||||||
| Camp John Marc | |||||||||||||
| None | Public Charity | Holds, manages, and invests endowment funds of special camps for special kids | $10,000 | 2824 Swiss Ave | Dallas | TX | 75204 | ||||||
| Bionic Bulldogs | |||||||||||||
| None | Public Charity | Contribution to robotics team from Texas Middle School in Texarkana | $4,000 | 421 Carroll | Wake Village | TX | 75501 | ||||||
| Operation Bandanas | |||||||||||||
| None | Public Charity | Provide Psalm 91 bandanas as gifts of spiritual support and encouragement to those serving in the military | $600 | PO Box 87356 | Fayetteville | NC | 28304 | ||||||
| Heroes on the Water | |||||||||||||
| None | Public Charity | Helps wounded warriors to relax, rehabilitate, and reintegrate through kayak fishing and the outdoors | $5,000 | 101-C North Greenville Ave 55 | Allen | TX | 75002 | ||||||
| NTCUSA | |||||||||||||
| None | Public Charity | Honoring Midshipmen and Cadets | $5,000 | PO Box 93977 | Southlake | TX | 76092 | ||||||
| Rotary Club of Dallas | |||||||||||||
| None | Public Charity | Support for veterans and active duty military personnel | $20,000 | 1717 North Akard St | Dallas | TX | 75201 | ||||||
| Dallas Museum of Art | |||||||||||||
| None | Public Charity | Support for art programs | $100,000 | 1717 North Harwood | Dallas | TX | 75201 | ||||||
| Ronald McDonald House of Dallas | |||||||||||||
| None | Public Charity | Housing for families of children receiving medical treatment | $200,000 | 4707 Bengal Street | Dallas | TX | 75235 | ||||||
| Outward Bound for Veterans | |||||||||||||
| None | Public Charity | Support of Veterans | $10,000 | 722 Washington Road | Rye | NH | 03870 | ||||||
| Southwestern Medical Foundation | |||||||||||||
| None | Public Charity | Memorial honoring Henry D. Lindsley III | $2,500 | 3963 Maple Avenue | Dallas | TX | 75219 | ||||||
| Texas A&M University - Texarkana | |||||||||||||
| None | Public Charity | Engineering professorship endowment | $14,888 | PO Box 5518 | Texarkana | TX | 75505 | ||||||
| Circle of Support | |||||||||||||
| None | Public Charity | Summer learning program | $35,000 | PO Box 398994 | Dallas | TX | 75339 | ||||||
| Healing Hands Ministries | |||||||||||||
| None | Public Charity | Medical & Dental clinic for needy | $5,000 | PO Box 741524 | Dallas | TX | 75374 | ||||||
| Wednesday's Child | |||||||||||||
| None | Public Charity | Bring hope and healing to children in foster care | $10,000 | 2801 Swiss Ave Ste 130 | Dallas | TX | 75204 | ||||||
| City Square | |||||||||||||
| None | Public Charity | Social justice organization fighting the root causes of poverty | $10,000 | 511 N Akard Street Ste 302 | Dallas | TX | 75201 | ||||||
| Phoenix House | |||||||||||||
| None | Public Charity | Provide substance abuse prevention and treatment services | $10,000 | 2345 Reagan Street | Dallas | TX | 75219 | ||||||
| Dallas Historical Society | |||||||||||||
| None | Public Charity | Collect, preserve, and exhibit the unique heritage of Dallas and Texas to educate and inspire future generations. | $1,500 | PO Box 150038 | Dallas | TX | 75315 | ||||||
| West Dallas Community School | |||||||||||||
| None | Public Charity | Education | $5,000 | 2300 Canada Drive | Dallas | TX | 75212 | ||||||
| Center for Brain Health (through Communities Foundation of Texas) | |||||||||||||
| None | Public Charity | Medical research | $1,000 | 2200 W Mockingbird Lane | Dallas | TX | 75235 | ||||||
| Friends of the Bermuda Maritime Museum Inc | |||||||||||||
| PO Box MA133 | Sandy's | BD | None | Public Charity | Marine research | $20,000 | |||||||
| Marine Corps Heritage Foundation | |||||||||||||
| None | Public Charity | Preservation/perpetuation of the history/traditions of the US Marine Corps | $5,000 | 3800 Fettler Park Dr 104 | Dumfries | VA | 22025 | ||||||
| Cub Scout Pack 45 | |||||||||||||
| None | Public Charity | Provide quality youth programs for boys | $1,000 | PO Box 671 | Howe | TX | 75459 | ||||||
| Texas A&M University - Texarkana | |||||||||||||
| None | Public Charity | Engineering professorship endowment | $14,888 | PO Box 5518 | Texarkana | TX | 75505 | ||||||
| First Presbyterian Church of Greensburg | |||||||||||||
| None | Public Charity | Building maintenance | $65,000 | 300 S Main Street | Greensburg | PA | 15607 | ||||||
| National Infantry Foundation | |||||||||||||
| None | Public Charity | Building fund for a new national infantry museum & soldier center | $100,000 | PO Box 2823 | Columbus | GA | 31902 | ||||||
| The Salvation Army | |||||||||||||
| None | Public Charity | Provide support for victims of domestic abuse | $100,000 | 8787 N Stemmons Frwy Suite 800 | Dallas | TX | 75247 | ||||||
| World Affairs Council | |||||||||||||
| None | Public Charity | Promote international understanding through seminars and educational programs | $1,500 | 325 North St Paul Street Ste 4200 | Dallas | TX | 75201 | ||||||
| Goucher College | |||||||||||||
| None | Public Charity | Liberal arts education that prepares students for a life of inquiry, creativity, and critical and analytical thinking | $25,000 | 1021 Dulaney Valley Road | Baltimore | MD | 21204 | ||||||
| Notre Dame School | |||||||||||||
| None | Public Charity | School for mentally challenged children from kindergarten to vocational grades | $1,000 | 2018 Allen Street | Dallas | TX | 75204 | ||||||
| Planned Parenthood | |||||||||||||
| None | Public Charity | Provide clinical and consulting services related to family planning | $15,000 | 7424 Greenville Ave Ste 206 | Dallas | TX | 75231 | ||||||
| Friends of KERA | |||||||||||||
| None | Public Charity | Use the power of television, radio, and emerging technologies to enrich the lives of individuals | $15,000 | 3000 Harry Hines Blvd | Dallas | TX | 75201 | ||||||
| Westmoreland County Historical Society | |||||||||||||
| None | Public Charity | Acquire and manage resources related to the history of Westmoreland County | $2,500 | 362 Sand Hill Road Suite 1 | Greensburg | PA | 15601 | ||||||
| Child & Family Guidance Center | |||||||||||||
| None | Public Charity | Provide quality, accessible mental health services for children and adults in low income families | $15,000 | 8915 Harry Hines Blvd | Dallas | TX | 75235 | ||||||
| Dallas Zoological Society | |||||||||||||
| None | Public Charity | Support for the center of education and wildlife conservation | $2,500 | 650 S RL Thornton Freeway | Dallas | TX | 75203 | ||||||
| Junior Achievement | |||||||||||||
| None | Public Charity | Educating students to value free enterprise and economics | $10,000 | 1201 West Executive Drive West | Richardson | TX | 75081 | ||||||
| Junior League of Dallas | |||||||||||||
| None | Public Charity | Underwrite event benefiting children's charities | $7,500 | 8003 Inwood Road | Dallas | TX | 75209 | ||||||
| Austin Street Center | |||||||||||||
| None | Public Charity | Programs for homeless families | $20,000 | PO Box 710729 | Dallas | TX | 75371 | ||||||
| Chemical Awareness Council | |||||||||||||
| None | Other | Substance abuse program | $5,000 | 6000 Preston Road | Dallas | TX | 75205 | ||||||
| CONTACT Crisis Line | |||||||||||||
| None | Public Charity | Support for Crisis Help Line providing emergency assistance and outreach | $5,000 | PO Box 800742 | Dallas | TX | 75380 | ||||||
| LIFT | |||||||||||||
| None | Public Charity | Literacy instruction | $5,000 | 2121 Main 100 | Dallas | TX | 75201 | ||||||
| Happy Hill Farm | |||||||||||||
| None | Public Charity | Scholarship fund for education of underprivledged children | $5,000 | 3846 N Hwy 144 | Granbury | TX | 76048 | ||||||
| Friend of UT Southwestern University Hospital | |||||||||||||
| None | Public Charity | In honor of Zale Lipshy | $1,000 | PO Box 910888 | Dallas | TX | 75391 | ||||||
| The Senior Source | |||||||||||||
| None | Public Charity | Support and eldercare counseling to families | $10,000 | 3910 Harry Hines Blvd | Dallas | TX | 75219 | ||||||
| Congressional Medal of Honor Foundation | |||||||||||||
| None | Public Charity | Underwrite Honor Patriot Award Dinner | $10,000 | 40 Patriots Point Road | Mt Pleasant | SC | 29464 | ||||||
| Planned Parenthood | |||||||||||||
| None | Public Charity | Provide clinical and consulting services related to family planning | $250,000 | 7424 Greenville Ave Ste 206 | Dallas | TX | 75231 | ||||||
| The Global Fund for Children | |||||||||||||
| None | Public Charity | Advance the dignity of vulnerable children and youth around the world | $50,000 | 1101 Fourteenth Street NW Suite 420 | Washington | DC | 20005 | ||||||
| Special Forces Association | |||||||||||||
| None | Other | Scholarship fund | $1,500 | PO Box 6515 | MacDill AFB | FL | 33608 | ||||||
| Bermuda Institute of Ocean Sciences | |||||||||||||
| 17 Biological Station | St. Georges GE 01 | BD | None | Public Charity | Non-profit marine research and educational institute | $50,000 | |||||||
| University of Texas MD Anderson Cancer Center | |||||||||||||
| None | Public Charity | Medical research | $100,000 | PO Box 301439 | Houston | TX | 77230 | ||||||
| SMU Meadows Museum | |||||||||||||
| None | Public Charity | Museum | $1,000 | 5900 Bishop Blvd | Dallas | TX | 75275 | ||||||
| Bermuda Masterworks Foundation | |||||||||||||
| PO Box HM 1929 | Hamilton HM HX | BD | None | Public Charity | Support for museum of arts program | $1,000 | |||||||
| Junior Players | |||||||||||||
| None | Public Charity | Encourage intellectual growth and mental well-being | $1,000 | 4054 McKinney Ave Ste 104 | Dallas | TX | 75204 | ||||||
| Texas A&M University - Texarkana | |||||||||||||
| None | Public Charity | Engineering Professorship Endowment | $14,888 | PO Box 5518 | Texarkana | TX | 75505 | ||||||
| Carl H Hahn Foundation | |||||||||||||
| Hollerplatz 1 | 38440 Wolfsburg | GM | None | Public Charity | Donation to Foundation in honor of Hahn's 85th birthday | $1,000 | |||||||
| Greater Dallas Veterans | |||||||||||||
| None | Public Charity | Support for 2011 Dallas Veterans Parade | $5,000 | 4400 Williamsburg Road | Dallas | TX | 75220 | ||||||
| Vanderbilt College of Arts and Science | |||||||||||||
| None | Public Charity | Education | $5,000 | 2301 Vanderbilt Place | Nashville | TN | 372407727 | ||||||
| Michael J Fox Foundation for Parkinson's Research | |||||||||||||
| None | Public Charity | In Honor of Doug Maclay | $1,000 | PO Box 780 | New York | NY | 100080780 | ||||||
| City Square | |||||||||||||
| None | Public Charity | Social justice organization fighting the root causes of poverty | $330 | 511 N Akard Street Ste 302 | Dallas | TX | 75201 | ||||||
| Reasoning Mind | |||||||||||||
| None | Public Charity | Web-based educational program for middle school students | $20,833 | 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | ||||||
| Goodwill Industries | |||||||||||||
| None | Public Charity | Provide job training, employment, and opportunities for personal growth | $250,000 | 3020 N Westmoreland | Dallas | TX | 75212 | ||||||
| Letot Center | |||||||||||||
| None | Public Charity | Shelter program for runaway youth | $250,000 | 900 Jackson St Suite 705 | Dallas | TX | 75202 | ||||||
| Metro Dallas Homeless Alliance | |||||||||||||
| None | Public Charity | Provide food & shelter to homeless families | $200,000 | 1818 Corsicana St | Dallas | TX | 75201 | ||||||
| Texas A&M University - Texarkana | |||||||||||||
| None | Public Charity | Engineering professorship endowment | $14,888 | PO Box 5518 | Texarkana | TX | 75505 | ||||||
| Dallas Furniture Bank | |||||||||||||
| None | Public Charity | Provide furniture that meets basic living needs to families and individuals transitioning out of homelessness | $1,000 | PO Box 815788 | Dallas | TX | 75381 | ||||||
| Southwestern Diabetic Foundation | |||||||||||||
| None | Public Charity | Campership program | $5,000 | PO Box 918 | Gainesville | TX | 76241 | ||||||
| CONTACT Crisis Line | |||||||||||||
| None | Public Charity | Support for Crisis Help Line providing emergency assistance and outreach | $20,000 | PO Box 800742 | Dallas | TX | 75380 | ||||||
| World Affairs Council | |||||||||||||
| None | Public Charity | Promote international awareness | $2,500 | 325 North St Paul Street Ste 4200 | Dallas | TX | 75201 | ||||||
| The Salvation Army | |||||||||||||
| None | Public Charity | Memorial to Charles Wyly | $1,000 | 8787 N Stemmons Frwy Suite 800 | Dallas | TX | 75247 | ||||||
| Texas Scottish Rite Hospital | |||||||||||||
| None | Public Charity | Healthcare to children | $25,000 | 2222 Welborn Street | Dallas | TX | 75219 | ||||||
| Scott Sabolich Prosthetics & Research | |||||||||||||
| None | Other | Medical research | $40,570 | 10201 N Broadway Ext | Oklahoma City | OK | 73114 | ||||||
| Reasoning Mind | |||||||||||||
| None | Public Charity | Web-based educational program for middle school students | $20,833 | 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | ||||||
| Texas A&M University - Texarkana | |||||||||||||
| None | Public Charity | Engineering professorship endowment | $14,888 | PO Box 5518 | Texarkana | TX | 75505 | ||||||
| Big Brothers Big Sisters | |||||||||||||
| None | Public Charity | Provide support to children facing adversity | $15,000 | 2891 North Dallas Parkway | Frisco | TX | 75034 | ||||||
| Girl Scouts of Northeast Texas | |||||||||||||
| None | Public Charity | Funding for Girl Scout luncheon | $10,000 | 6001 Summerside Dr | Dallas | TX | 75252 | ||||||
| The Dallas Opera | |||||||||||||
| None | Public Charity | Support for the performing arts | $5,000,000 | 2403 Flora Ste 500 | Dallas | TX | 75201 | ||||||
| The Trinity Trust | |||||||||||||
| None | Public Charity | Fundraising for the Trinity River Balanced Vision Plan | $25,000 | 1444 Oak Lawn Ave Suite 200 | Dallas | TX | 75207 | ||||||
| Friends of KERA | |||||||||||||
| None | Public Charity | Use the power of television, radio, and emerging technologies to enrich the lives of individuals | $5,000 | 3000 Harry Hines Blvd | Dallas | TX | 75201 | ||||||
| Highland Park Presbyterian Church | |||||||||||||
| None | Public Charity | Religious organization | $100,000 | 3821 University Blvd | Dallas | TX | 75205 | ||||||
| The Family Place | |||||||||||||
| None | Public Charity | Support for victims of family abuse | $5,000 | PO Box 7999 | Dallas | TX | 75209 | ||||||
| Grant Haliburton Foundation | |||||||||||||
| None | Public Charity | Underwrite luncheon benefiting mental health resources for youth and their families | $1,200 | 800 E Campbell Road Ste 290 | Richardson | TX | 75081 | ||||||
| Trinity River Mission | |||||||||||||
| None | Public Charity | Volunteer-based community learning center | $1,000 | 2060 Singleton Blvd Ste 104 | Dallas | TX | 75212 | ||||||
| American Heart Association | |||||||||||||
| None | Public Charity | Contribution to annual heart walk | $1,000 | 8200 Brookriver Drive Ste N-100 | Dallas | TX | 75247 | ||||||
| DFW Hospital Council Foundation | |||||||||||||
| None | Public Charity | Assist area hospitals and nursing schools to increase their capacity for educating future students | $67,119 | 250 Decker Drive | Irving | TX | 75062 | ||||||
| Dallas CASA | |||||||||||||
| None | Public Charity | Advocate services for abused children | $20,000 | 2815 Gaston Ave | Dallas | TX | 75226 | ||||||
| Dallas Children's Advocacy Center | |||||||||||||
| None | Public Charity | Programs to improve the lives of abused children | $1,000 | 3611 Swiss Ave | Dallas | TX | 75204 | ||||||
| Child Abuse Prevention Center | |||||||||||||
| None | Public Charity | Supports in-home serives to adolescent mothers | $10,000 | 4210 Junius Street | Dallas | TX | 75246 | ||||||
| Fort Bragg | |||||||||||||
| None | Other | JFK & Yarborough statue | $3,027 | XVIII ABN Corps Fort Bragg 2175 | Fort Bragg | NC | 28310 | Reilly Road Stop A | |||||
| The Cooper Institute | |||||||||||||
| None | Public Charity | Scientific research in the field of preventative medicine | $666,667 | 12330 Preston Road | Dallas | TX | 75230 | ||||||
| NC State Foundation | |||||||||||||
| None | Public Charity | Educational scholarships | $40,000 | Campus Box 7401 | Raleigh | NC | 276957401 | ||||||
| Easter Seals | |||||||||||||
| None | Public Charity | Calendar campaign to support people with disabilities | $500 | PO Box 2667 | Fort Worth | TX | 76113 | ||||||
| Texas A&M University - Texarkana | |||||||||||||
| None | Public Charity | Engineering professorship endowment | $14,888 | PO Box 5518 | Texarkana | TX | 75505 | ||||||
| Reasoning Mind | |||||||||||||
| None | Public Charity | Web-based educaitonal program for middle school students | $20,833 | 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | ||||||
| University of Texas MD Anderson Cancer Center | |||||||||||||
| None | Public Charity | Cancer research | $1,000,000 | PO Box 301439 | Houston | TX | 77230 | ||||||
| Museum of Nature and Science | |||||||||||||
| None | Public Charity | Support for capital campaign | $1,000,000 | PO Box 151469 | Dallas | TX | 75315 | ||||||
| Westmoreland Symphony Orchestra | |||||||||||||
| None | Public Charity | Provide orchestra performances to the general public | $100,000 | 951 Old Salem Road | Greensburg | PA | 15601 | ||||||
| USO | |||||||||||||
| None | Public Charity | Provide services to military personel and their families | $2,500 | PO Box 96860 | Washington | DC | 20077 | ||||||
| Episcopal School of Dallas | |||||||||||||
| None | Public Charity | Education | $15,000 | 4100 Merrell Road | Dallas | TX | 75229 | ||||||
| Rudi Gresham | |||||||||||||
| None | Other | Special Ops reunion banquet in Las Vegas | $617 | 1425 Maverick Drive | Round O | SC | 29474 | ||||||
| Victims Outreach | |||||||||||||
| None | Public Charity | Counseling to victims of violent crimes | $5,000 | 5327 N Central Expressway Suite 305 | Dallas | TX | 75205 | ||||||
| Renbrook School | |||||||||||||
| None | Public Charity | Memorial to Barbara McLeod | $25,000 | 2865 Albany Avenue | West Hartford | CT | 06117 | ||||||
| The Child Care Group | |||||||||||||
| None | Public Charity | Provide and promote quality child care services | $20,000 | 8585 North Stemmons Freeway Ste 500 | Dallas | TX | 75247 | ||||||
| The OSS Society Inc | |||||||||||||
| None | Public Charity | Celebrates historical accomplishments of the OSS during World War II | $25,000 | 6723 Whittier Ave Ste 20000 Canada | McLean | VA | 22101 | Drive | |||||
| The Retreat at Shappard Pratt | |||||||||||||
| None | Public Charity | Medical treatment for Billy Hendon | $40,000 | 6501 N Charles St | Baltimore | MD | 212856815 | ||||||
| Sodexo Inc & Affiliates | |||||||||||||
| None | Public Charity | Catered lunch for educational reform meeting | $423 | PO Box 536922 | Atlanta | GA | 303536922 | ||||||
| Texas A&M University - Texarkana | |||||||||||||
| None | Public Charity | Engineering professorship endowment | $14,888 | PO Box 5518 | Texarkana | TX | 75505 | ||||||
| Reasoning Mind | |||||||||||||
| None | Public Charity | Web-based educational program for middle school students | $20,833 | 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | ||||||
| Teach for America | |||||||||||||
| None | Public Charity | Movement to eliminate educational inequity | $250,000 | 350 N St Paul Street Ste 2800 | Dallas | TX | 75201 | ||||||
| Hope's Door | |||||||||||||
| None | Public Charity | Playground equipment | $1,000 | 820 F Avenue Suite 100 | Plano | TX | 75074 | ||||||
| Dallas Symphony Orchestra | |||||||||||||
| None | Public Charity | Support for the performing arts | $1,000,000 | 2301 Flora Street | Dallas | TX | 75201 | ||||||
| George C Marshall Foundation | |||||||||||||
| None | Public Charity | Marshall Foundation makes Marshall-related information and material from its extensive collections available to students, scholars and researchers | $10,000 | PO Box 1600 | Lexington | VA | 22450 | ||||||
| Command and General Staff College Foundation Inc | |||||||||||||
| None | Public Charity | Fund Colonel Arthur D Simons Center for the Study of Interagency Cooperation | $735,000 | 100 Stimson Ave Ste 1149 | Fort Leavenworth | KS | 66027 | ||||||
| United Way of Grayson County | |||||||||||||
| None | Public Charity | Support for humanitarian programs in the community | $10,000 | PO Box 1112 | Sherman | TX | 75091 | ||||||
| Dallas Theater Center | |||||||||||||
| None | Public Charity | Engage, enterain, and inspire the community through theater | $15,000 | 2400 Flora Sreet | Dallas | TX | 75201 | ||||||
| Friends of the Bermuda Maritime Museum Inc | |||||||||||||
| PO Box MA133 | Sandy's | BD | None | Public Charity | Marine research | $1,000 | |||||||
| The Friar's Foundation | |||||||||||||
| None | Public Charity | Making grants to worthy causes | $1,500 | 57 East 55th Street | New York | NY | 10022 | ||||||
| The Hockaday School | |||||||||||||
| None | Public Charity | Education | $5,000 | 11600 Welch Road | Dallas | TX | 75229 | ||||||
| CONTACT Crisis Line | |||||||||||||
| None | Public Charity | Support for Crisis Help Line providing emergency assistance and outreach | $2,500 | PO Box 800742 | Dallas | TX | 75380 | ||||||
| North Texas Food Bank | |||||||||||||
| None | Public Charity | Provide meals to needy families | $25,000 | 4500 S Cockrell Hill Road | Dallas | TX | 75236 | ||||||
| The Sweetheart Ball | |||||||||||||
| None | Public Charity | Supports heart research at the University of Texas Southwestern Medical Center | $15,000 | 4612 North Versailles Ave | Dallas | TX | 75209 | ||||||
| Jubilee Park and Community Center | |||||||||||||
| None | Public Charity | Revitalization project of a poor neighborhood near Fair Park by building a community center | $50,000 | 907 Bank Street | Dallas | TX | 75223 | ||||||
| Educational First Steps | |||||||||||||
| None | Public Charity | Improving the quality and availability of early childhood education for economically disadvantaged children | $50,000 | 2804 Swiss Avenue | Dallas | TX | 75204 | ||||||
| Children's Medical Center | |||||||||||||
| None | Public Charity | Provide pediatric healthcare services | $420,000 | 2777 Stemmons Freeway Suite 1233 | Dallas | TX | 75235 | ||||||
| Pittsburgh Mercy Foundation | |||||||||||||
| None | Public Charity | Fund mission related programs | $130,000 | 101 Bradford Road Suite 320 | Wexford | PA | 15090 | ||||||
| Texas A&M University - Texarkana | |||||||||||||
| None | Public Charity | Engineering professorship endowment | $14,888 | PO Box 5518 | Texarkana | TX | 75505 | ||||||
| Reasoning Mind | |||||||||||||
| None | Public Charity | Web-based educational program for middle school students | $20,833 | 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | ||||||
| Volunteer Center of North Texas | |||||||||||||
| None | Public Charity | Promotes volunteerism | $10,000 | 2800 Live Oak St | Dallas | TX | 75204 | ||||||
| Alzheimer's Association | |||||||||||||
| None | Public Charity | Medical research | $5,000 | 4144 North Central Expressway Suite | Dallas | TX | 75204 | 750 | |||||
| Dallas Museum of Art | |||||||||||||
| None | Public Charity | Support for art programs | $1,500 | 1717 North Harwood | Dallas | TX | 75201 | ||||||
| Pure Hope | |||||||||||||
| None | Other | Program to promote sexual purity | $100,000 | 800 Compton Road Ste 9224 | Cincinnati | OH | 45231 | ||||||
| Theatre Three | |||||||||||||
| None | Public Charity | Production and performance of theatrical plays | $1,000 | 2800 Routh Street Ste 168 | Dallas | TX | 75201 | ||||||
| Dallas Museum of Art | |||||||||||||
| None | Public Charity | Support for art programs | $3,000 | 1717 North Harwood | Dallas | TX | 75201 | ||||||
| Navy Historical Foundation | |||||||||||||
| None | Public Charity | Collect and preserve documents, papers, and oral histories of U.S. naval historical significance | $10,000 | 1306 Dahlgren Avenue SE | Washington Navy Yard | DC | 20374 | ||||||
| Campus Crusade for Christ | |||||||||||||
| None | Public Charity | Religious organization | $2,000 | 100 Lake Hart Drive | Orlando | FL | 32832 | ||||||
| American Airlines Inc | |||||||||||||
| None | Other | Paid travel expenses for Keara Bono-Torkelson | $2,734 | Dept 05721 PO Box 730052 | Dallas | TX | 753730052 | ||||||
| March of Dimes | |||||||||||||
| None | Public Charity | Medical research | $5,000 | 12660 Coit Road Ste 200 | Dallas | TX | 75251 | ||||||
| Women for Women International | |||||||||||||
| None | Public Charity | Support women in war-torn regions rebuild their lives by giving them financial and educational support | $1,000 | PO Box 9224 | Central Islip | NY | 11722 | ||||||
| Bryan's House | |||||||||||||
| None | Public Charity | Adopt a Family program | $1,000 | PO Box 35868 | Dallas | TX | 75235 | ||||||
| Center for Brain Health | |||||||||||||
| None | Public Charity | Medical Research | $5,000 | 2200 W Mockingbird Lane | Dallas | TX | 75235 | ||||||
| Bermuda National Trust | |||||||||||||
| 2 Pomander Road Paget | PG05 | BD | None | Public Charity | Programs to protect and promote the cultural heritage of Bermuda | $1,000 | |||||||
| Nasher Sculpture Center | |||||||||||||
| None | Public Charity | Exhibition, study, and preservation of modern sculpture | $1,000 | 2001 Flora Street | Dallas | TX | 75201 | ||||||
| Presbyterian Children's Homes | |||||||||||||
| None | Public Charity | Ministry to children suffering from abuse, abandonment, and hardship | $1,000 | 4407 Bee Cave Road Suite 520 | Austin | TX | 78746 | ||||||
| Pastoral Counseling and Education Center | |||||||||||||
| None | Public Charity | Counseling ministry | $1,000 | 4525 Lemmon Ave Suite 200 | Dallas | TX | 75219 | ||||||
| Fort Bragg | |||||||||||||
| None | Other | Yarborough Kennedy statue & base | $118,983 | XVIII ABN Corps Fort Bragg 2175 | Fort Bragg | NC | 28310 | Reilly Road Stop A | |||||
| Salesmanship Club of Dallas | |||||||||||||
| None | Public Charity | Programs to enrich the quality of life for children | $5,000 | 400 S Zang Blvd Suite 700 | Dallas | TX | 75208 | ||||||
| JPS Health Network | |||||||||||||
| None | Public Charity | Support Tarrant County Hospital District | $15,000 | 2500 Circle Drive Suite 300 | Fort Worth | TX | 76119 | ||||||
| Boys & Girls Club of Greater Dallas | |||||||||||||
| None | Public Charity | General support for the Boys & Girls Clubs of Greater Dallas | $25,000 | 4816 Worth Street | Dallas | TX | 75246 | ||||||
| LifeNet Community Behavioral Healthcare | |||||||||||||
| None | Public Charity | Mental health services program | $25,000 | 9708 Skillman | Dallas | TX | 75243 | ||||||
| Suicide and Crisis Center of North Texas | |||||||||||||
| None | Public Charity | Support for families and individuals with acute mental distress | $25,000 | 2808 Swiss Avenue | Dallas | TX | 75204 | ||||||
| ArtReach Dallas | |||||||||||||
| None | Public Charity | Cultural opportunities for elderly, disadvantaged, and disabled | $500 | 2800 N Henderson Ave Suite 102 | Dallas | TX | 75206 | ||||||
| Foundation Fighting Blindness | |||||||||||||
| None | Public Charity | Research, new drugs, and measures to prevent blindness | $100,000 | 11435 Cronhill Drive | Owings Mill | MD | 21117 | ||||||
| Texas A&M University - Texarkana | |||||||||||||
| None | Public Charity | Engineering professorship endowment | $14,888 | PO Box 5518 | Texarkana | TX | 75505 | ||||||
| Reasoning Mind | |||||||||||||
| None | Public Charity | Web-based educational program for middle school students | $20,833 | 3050 Post Oak Blvd Ste 1200 | Houston | TX | 77056 | ||||||
| West Point Association of Graduates | |||||||||||||
| None | Public Charity | Serve West Point and its graduates | $140,000 | 698 Mills Road | West Point | NY | 10996 | ||||||
| Bermuda Masterworks Foundation | |||||||||||||
| PO Box HM 1929 | Hamilton HM HX | BD | None | Public Charity | Support for Museum of arts programs | $25,000 | |||||||
| Episcopal School of Dallas | |||||||||||||
| None | Public Charity | Education | $1,000,000 | 4100 Merrell Road | Dallas | TX | 75229 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 18197539 | 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 | $855,839 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $171 | ExclusionAmount |
| Related Or Exempt Function Income | 2637 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $157,954 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,013,964 | ExclusionAmount |
| Related Or Exempt Function Income | 2637 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1016601 | 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 | 179459 | 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 | 57522457 | 57634473 |
| Investment in Petrus Securities | AT COST | 4118049 | 4135725 |
| Investment in Petrus Quantitative Strategies Fund | AT COST | 1011287 | 1010296 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Expenses | Category |
| Amount | $708 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 708 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Russian Space Artifacts at Cost | Description |
| BOY Book Value | 4190769 | BOYBookValue |
| EOY Book Value | 4190768 | EOYBookValue |
| EOYFMV | 4190768 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Insurance Expense | 5273 | 0 | 5273 |
| Office Supplies | 2587 | 0 | 2587 |
| Bank Charges | 626 | 626 | 0 |
| Other Expenses | 9483 | 0 | 9483 |
| Telephone & Utilities | 1194 | 0 | 1194 |
| Petrus Short Term Fund LP 26-3724953 | 78068 | 78068 | 0 |
| Petrus Quantitative Strategies Fund 26-4821523 | 108 | 108 | 0 |
| Petrus Securities LP 75-2430579 | 22981 | 22981 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| Tax Exempt Income | 2637 | 0 | 2637 |
| Royalties - Petrus Quantitative Strategies Fund 26-4821523 | 3 | 3 | 3 |
| Other Income - Petrus Quantitative Strategies Fund 26-4821523 | -12337 | -12337 | -12337 |
| Other Income - Petrus Securities 75-2430579 | 12509 | 12509 | 12509 |
| Other Income - Petrus Quantitative Strategies Fund 26-4821523 | -114 | -114 | -114 |
| Other Income - Petrus Short Term Fund 26-3724953 | 110 | 110 | 110 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Intercompany Payable | Description |
| BOY Book Value | 54 | BOYBookValue |
| EOY Book Value | 127 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Consulting | Category |
| Amount | $150,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 150000 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Tax on Net Investment Income | $23,523 | 0 | 0 |
| Payroll Taxes | $9,047 | 0 | 9047 |
| Foreign Taxes - PQSF | $125 | 125 | 0 |
| Foreign Taxes - PETS | $107 | 107 | 0 |
Comments