MR AND MRS JAMES A STROUD FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MR AND MRS JAMES A STROUD FOUNDATION (EIN 75-2763113)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-02
- IRS object ID
- 201222769349100702
- Schema version
- 2011v1.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Acty Not Previously Rpt Expln
- Depreciation Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-02T11:40:16-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL STREET SUITE 700 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752044064 | 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 | 752763113 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR & MRS JAMES A STROUD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JAMES A STROUD | InCareOfName |
| Name Control | JAME | NameControl |
| Phone | 9723866400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 801108 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75380 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MR JAMES A STROUD | Name |
| Title | CEO | Title |
| Date Signed | 2012-09-28 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Matthew D Peck | Name |
| Phone | 2148717500 | 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 | 4324281 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 12555 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12555 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 67881 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 67881 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4986 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 503591 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4986 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 85422 | TotalRevenueAndExpenses |
| Total Net Investment Income | 85422 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2000 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 926 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 926 | TaxesNetInvstIncm |
| Occupancy Rev And Expnss | 60000 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 48000 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 6000 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | -1595 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 30 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 4 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 61331 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 48956 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8004 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 239046 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 239046 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 300377 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 48956 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 247050 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -214955 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 36466 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3156987 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 122507 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 122507 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1497655 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1508899 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1505206 | InvestmentsGovtObligEOYFMV |
| Investments Other BOY | 2745 | InvestmentsOtherBOY |
| Investments Other EOY | 2802588 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2688130 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 8438 | LandBuildingAndEquipmentBasis |
| Land Building And Equipment BOY | 0 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 8438 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 8438 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 4657387 | TotalAssetsBOY |
| Total Assets EOY | 4442432 | TotalAssetsEOY |
| Total Assets EOYFMV | 4324281 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4657387 | RetainedEarningsBOY |
| Retained Earnings EOY | 4442432 | RetainedEarningsEOY |
| Total Net Assets BOY | 4657387 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4442432 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4657387 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4442432 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4657387 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -214955 | ExcessOfRevenueOverExpenses |
| Subtotal | 4442432 | Subtotal |
| Total Net Assets Fund Balances EOY | 4442432 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold |
|---|---|---|---|---|---|---|---|
| SCHWAB ST GAIN(LOSS) - SEE ATTACHED STMT | P | 67 | 59 | 8 | 8 | ||
| SCHWAB LT GAIN(LOSS) - SEE ATTACHED STMT | P | 502743 | 502686 | 57 | 57 | ||
| VANGUARD BOND INDEX FUND | P | 781 | 0 | 781 | 781 | 2011-01-01 | 2011-12-31 |
| CAPITAL GAIN DIVIDENDS | P | 4140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4986 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 221158 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4757437 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046487 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 257799 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4813413 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053558 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 203392 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5368316 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.037887 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 233324 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5320022 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.043858 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 79523 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2769432 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.028715 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.210505 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042101 | AverageDistributionRatio |
| Net Noncharitable Assets | 4462146 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 187861 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 365 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 188226 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 247050 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 365 | InvestmentIncomeExciseTax |
| Subtotal | 365 | Subtotal |
| Tax Based On Investment Income | 365 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2037 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2037 | TotalCreditsAndPayments |
| Overpayment | 1672 | Overpayment |
| Amount Credited To Next Year | 1672 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | true | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A STROUD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9723866400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 801108 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75380 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES A STROUD | ||||||||
| PO BOX 801108 | DALLAS | TX | 75380 | CEO, SECRETARY | 1.0 | 0 | 0 | 0 |
| LYNN M STROUD | ||||||||
| PO BOX 801108 | DALLAS | TX | 75380 | PRESIDENT, TEASURER | 1.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3435461 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1094636 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4530097 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4530097 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 67951 | CashDeemedCharitable |
| Net Noncharitable Assets | 4462146 | NetNoncharitableAssets |
| Minimum Investment Return | 223107 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 223107 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 365 | TaxBasedOnInvestmentIncome |
| Total Tax | 365 | TotalTax |
| Distributable Amount Before Adj | 222742 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 222742 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 222742 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 247050 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 247050 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 365 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 246685 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 222742 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year4 | 6700 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 17790 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 24490 | TotalExcessDistriCarryover |
| Qualifying Distributions | 247050 | QualifyingDistributions |
| Applied To Current Year | 222742 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 24308 | RemainingDistriFromCorpus |
| Total Corpus | 48798 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 48798 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6700 | ExcessFromYear4 |
| Excess From Year2 | 17790 | ExcessFromYear2 |
| Excess From Current Year | 24308 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES A STROUD | ContributingManager |
| Contributing Manager | LYNN M STROUD | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JAMES A STROUD | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 801108 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75380 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9723866400 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST SHOWING AMOUNT AND PURPOSE SUPPORTING CHRISTIAN FAMILY VALUES | FormAndInfoAndMaterials |
| Submission Deadlines | CALENDAR | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FAMILY LIFE | |||||||
| 5800 RANCH DRIVE | LITTLE ROCK | AR | 72223 | NONE | RELIGIOUS | EDUCATIONAL / OPERATIONS | $15,000 |
| CAMPUS CRUSADE | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PUBLIC | OPERATIONS | $20,000 |
| FOCUS ON THE FAMILY | |||||||
| 8655 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | NONE | PUBLIC | EDUCATIONAL / OPERATIONS | $10,000 |
| PARK CITIES PRESBYTERIAN CHURCH | |||||||
| 4124 OAKLAWN AVENUE | DALLAS | TX | 75219 | NONE | RELIGIOUS | OPERATIONS | $25,250 |
| FAMILY RESEARCH COUNCIL | |||||||
| 801 G STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | EDUCATION | $10,000 |
| DALLAS THEOLOGICAL SEMINARY | |||||||
| 3909 SWISS AVENUE | DALLAS | TX | 75204 | NONE | RELIGIOUS | OPERATIONS | $36,431 |
| CHILDREN'S CANCER FUND | |||||||
| 12720 HILLCREST ROAD | DALLAS | TX | 75230 | NONE | PUBLIC | CANCER SUPPORT | $10,688 |
| TEXAS TECH FOUNDATION | |||||||
| PO BOX 41081 | LUBBOCK | TX | 79409 | NONE | PUBLIC | EDUCATION | $20,000 |
| GRACE FLIGHT AMERICA | |||||||
| 4310 AMELIA EARHART DR | ADDISON | TX | 75001 | NONE | PUBLIC | OPERATIONS | $13,227 |
| CHILDREN'S MEDICAL CENTER | |||||||
| 1935 MEDICAL DISTRICT DRIVE | DALLAS | TX | 75235 | NONE | PUBLIC | OPERATIONS | $65,000 |
| ROSEMONT EARLY CHILDHOOD PTA | |||||||
| 226 S EDGEFIELD AVE | DALLAS | TX | 75208 | NONE | PUBLIC | OPERATIONS | $1,000 |
| WEST DALLAS COMMUNITY SCHOOL | |||||||
| 2300 CANADA DRIVE | DALLAS | TX | 75212 | NONE | EDUCATION | OPERATIONS | $5,000 |
| MJHS FOUNDATION | |||||||
| 440 NINTH AVENUE 14TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | OPERATIONS | $100 |
| POINT OF VIEW | |||||||
| PO BOX 30 | DALLAS | TX | 75221 | NONE | PUBLIC | OPERATIONS | $250 |
| UNION GOSPEL MISSION | |||||||
| 3211 IRVING BOULEVARD | DALLAS | TX | 75247 | NONE | PUBLIC | OPERATIONS | $4,000 |
| YOUNG LIFE | |||||||
| 11300 N CENTRAL EXPRESSWAY | DALLAS | TX | 75243 | NONE | PUBLIC | OPERATIONS | $1,000 |
| PRISON FELLOWSHIP | |||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | NONE | PUBLIC | OPERATIONS | $1,000 |
| DENTON BIBLE CHURCH | |||||||
| 2300 E UNIVERSITY DR | DENTON | TX | 76209 | NONE | RELIGIOUS | OPERATIONS | $1,000 |
| MAKE A WISH FOUNDATION | |||||||
| 1407 TEXAS STREET | FORT WORTH | TX | 76102 | NONE | PUBLIC | OPERATIONS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 239046 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,555 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $67,881 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,986 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $85,422 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 85422 | 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 | N/A | LineNumber |
| Relationship Statement | N/A | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,000 | Amount |
| Disbursements Charitable Prps | 2000 | DisbursementsCharitablePrps |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | EXPANDED SUPPORTING AND PROMOTING FAMILY VALUES TO INCLUDE SENIOR ADULTS. SIGNED A LETTER OF INTENT ON LAND TO DEVELOP AND OPERATE AN ASSISTED LIVING COMMUNITY. | Explanation |
Depreciation Schedule DepreciationSchedule
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1508899 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1505206 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 11,336.0576 SHS VANGUARD BOND | FMV | 907106 | 916406 |
| 9,832.0555 SHS VANGUARD INTL | FMV | 478052 | 389841 |
| 12,300.3396 SHS VANGUARD REIT | FMV | 710420 | 713420 |
| 10,396.001 SHS VANGUARD TOTAL | FMV | 707010 | 668463 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| POSTAGE | 22 | 18 | 2 |
| BANK FEE | 15 | 12 | 2 |
| REIMBURSED EXPENSES | -1632 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | Category |
| Amount | $926 | Amount |
| Net Investment Income | 926 | NetInvestmentIncome |
Comments