THE@SARAH AND ROSS PEROT JR FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE@SARAH AND ROSS PEROT JR FOUNDATION (EIN 43-1964344)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-31
- IRS object ID
- 201223059349100007
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-31T16:04:37-05:00 | 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 | 431964344 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sarah and Ross Perot Jr Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SARA | 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 | JY Robb III | Name |
| Title | Asst Secretary | Title |
| Phone | 9725351900 | Phone |
| Date Signed | 2012-10-31 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jason W Mann | Name |
| PTIN | P01343590 | 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 | 16523674 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1311917 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 229334 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 229334 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12283 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 12283 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 643 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 26 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1554177 | TotalRevenueAndExpenses |
| Total Net Investment Income | 241643 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10428 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 56278 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 18233 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 38045 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 66706 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 18233 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 38045 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3383911 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3383911 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3450617 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 18233 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3421956 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1896440 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 223410 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1656 | CashBOY |
| Cash EOY | 230205 | CashEOY |
| Cash EOYFMV | 230205 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 4000000 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1000000 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1000000 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 14393237 | InvestmentsOtherBOY |
| Investments Other EOY | 15268248 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 15288219 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 5250 | OtherAssetsBOY |
| Other Assets EOY | 5250 | OtherAssetsEOY |
| Other Assets EOYFMV | 5250 | OtherAssetsEOYFMV |
| Total Assets BOY | 18400143 | TotalAssetsBOY |
| Total Assets EOY | 16503703 | TotalAssetsEOY |
| Total Assets EOYFMV | 16523674 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 18400143 | RetainedEarningsBOY |
| Retained Earnings EOY | 16503703 | RetainedEarningsEOY |
| Total Net Assets BOY | 18400143 | TotalNetAssetsBOY |
| Total Net Assets EOY | 16503703 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 18400143 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 16503703 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 18400143 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1896440 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 16503703 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 16503703 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|
| Petrus Short Term Fund LP 26-3724953 | P | 14154 | 14154 |
| Petrus Short Term Fund LP 26-3724953 | P | -1871 | -1871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12283 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7446365 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 21508894 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.346199 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2704884 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 10096646 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.267899 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1319637 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1932491 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.682868 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1192231 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 761435 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.565769 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 682276 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1659485 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.411137 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.273872 | TotalDistributionRatio |
| Average Distribution Ratio | 0.654774 | AverageDistributionRatio |
| Net Noncharitable Assets | 17702905 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 11591402 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2234 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 11593636 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3421956 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4468 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4468 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4468 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4900 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4900 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 432 | Overpayment |
| Amount Credited To Next Year | 432 | 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 | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | 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 |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Henry Ross Perot Jr | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Trustee, Vice President/Tr | 0.00 | 0 | 0 | 0 |
| Sarah F Perot | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Trustee, President/Sec. | 20.00 | 0 | 0 | 0 |
| Darcy Glen Anderson | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Trustee | 0.00 | 0 | 0 | 0 |
| J Y Robb III | ||||||||
| PO Box 269014 | Plano | TX | 75026 | Trustee, Asst. Secretary | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation makes grants to other organizations to assist them in conducting their direct charitable activities. | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | The Foundation provides assistance to unrelated individuals who are eligible recipients. | Description2 |
| Expenses2 | 0 | Expenses2 |
| Description3 | The Foundation provides assistance to other indigent individuals. | Description3 |
| Expenses3 | 0 | Expenses3 |
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 | 17898739 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 68503 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 5250 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 17972492 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 17972492 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 269587 | CashDeemedCharitable |
| Net Noncharitable Assets | 17702905 | NetNoncharitableAssets |
| Minimum Investment Return | 885145 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 885145 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4468 | TaxBasedOnInvestmentIncome |
| Total Tax | 4468 | TotalTax |
| Distributable Amount Before Adj | 880677 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 880677 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 880677 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3421956 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 3421956 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 3421956 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 880677 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 599334 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1154166 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1223028 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2201800 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 6378248 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 11556576 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3421956 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 880677 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2541279 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 14097855 | 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 | 599334 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 13498521 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1154166 | ExcessFromYear4 |
| Excess From Year3 | 1223028 | ExcessFromYear3 |
| Excess From Year2 | 2201800 | ExcessFromYear2 |
| Excess From Year1 | 6378248 | ExcessFromYear1 |
| Excess From Current Year | 2541279 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Henry Ross Perot Jr | ContributingManager |
| Contributing Manager | Sarah F Perot | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Kristen Garcia | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Preston Road Suite 365 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2145282225 | 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 (74 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pastoral Counseling and Education Center | |||||||||||
| 4525 Lemmon Ave Suite 200 | Dallas | TX | 75219 | None | Public Charity | Humanitarian | $500 | ||||
| Highland Park Presbyterian Church | |||||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Disaster Relief Fund | $62,500 | ||||
| Highland Park Presbyterian Church | |||||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Disaster Relief Fund | $12,500 | ||||
| The University of Texas at Austin Lady Bird Johnson Wildflower Center | |||||||||||
| 4801 La Crosse Avenue | Austin | TX | 78739 | None | Public Charity | Programs for conserving native plants and addressing ecological problems | $1,500 | ||||
| Episcopal School of Dallas | |||||||||||
| 4100 Merrell Road | Dallas | TX | 75229 | None | Public Charity | Educational support | $15,000 | ||||
| The Arts Community Alliance | |||||||||||
| One Arts Plaza 1722 Routh Street | Dallas | TX | 75201 | None | Public Charity | Provide financial support and awareness for the performing arts | $10,000 | Suite 115 | |||
| The University of Texas at Austin Lady Bird Johnson Wildflower Center | |||||||||||
| 4801 La Crosse Avenue | Austin | TX | 78739 | None | Public Charity | Programs for conserving native plants and addressing ecological problems | $5,000 | ||||
| The University of Texas MD Anderson Cancer Center | |||||||||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | None | Public Charity | Medical Research | $500 | ||||
| Highland Park Crime Watch Highland Park Department of Public Safety | |||||||||||
| 4700 Drexel Drive | Highland Park | TX | 75205 | None | Public Charity | Provide crime alerts to community citizens | $100 | ||||
| The Blair House Restoration Fund | |||||||||||
| Post Office 27208 | Washington | DC | 20038 | None | Public Charity | Provide renovation support to housing used by foreign persons when visiting the U.S. | $300 | ||||
| Circle Ten Council | |||||||||||
| 8605 Harry Hines Blvd | Dallas | TX | 75235 | None | Public Charity | Promote youth development | $15,000 | ||||
| Junior Achievement of Dallas Inc | |||||||||||
| 8003 Inwood Road | Dallas | TX | 75209 | None | Public Charity | Humanitarian | $2,000 | ||||
| Vogel Alcove | |||||||||||
| 7557 Rambler Road Suite 262 | Dallas | TX | 75231 | None | Public Charity | Provides quality child development to homeless children | $1,000 | ||||
| Fort Worth Symphony Orchestra | |||||||||||
| 330 E 4th Street Suite 200 | Fort Worth | TX | 76102 | None | Public Charity | Support for the performing arts | $10,000 | ||||
| Crystal Charity Ball | |||||||||||
| 30 Highland Park Village Suite 206 | Dallas | TX | 75205 | None | Public Charity | Humanitarian | $10,000 | ||||
| The New York Botanical Garden | |||||||||||
| 2900 Southern Blvd | Bronx | NY | 10458 | None | Public Charity | Promote wildlife conservation | $500 | ||||
| Southern Methodist University | |||||||||||
| PO Box 750402 | Dallas | TX | 75275 | None | Public Charity | Meadows School of the Arts Support | $2,000 | ||||
| The University of Texas at Austin Lady Bird Johnson Wildflower Center | |||||||||||
| 4801 La Crosse Avenue | Austin | TX | 78739 | none | Public Charity | Programs for conserving native plants and addressing ecological problems | $2,500 | ||||
| Brother Bill's Helping Hand | |||||||||||
| 3430 Odessa Street | Dallas | TX | 75212 | None | Public Charity | Provides education, health and life essential support to West Dallas citiznes | $25,000 | ||||
| Southern Methodist University | |||||||||||
| PO Box 750402 | Dallas | TX | 75275 | None | Public Charity | Meadows School of the Arts Support | $50,000 | ||||
| Highland Park Presbyterian Church | |||||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Disaster Relief Fund | $12,500 | ||||
| Metro Dallas Homeless Alliance | |||||||||||
| 1818 Corsicana Street | Dallas | TX | 75201 | None | Public Charity | Provide food and shelter to homeless people | $20,000 | ||||
| Southern Methodist University | |||||||||||
| PO Box 750402 | Dallas | TX | 75275 | None | Public Charity | Meadows School of the Arts support | $10,000 | ||||
| Southwestern Medical Foundation | |||||||||||
| 2305 Cedar Springs Road Suite 150 | Dallas | TX | 75201 | None | Public Charity | Medical Research | $1,000 | ||||
| West Dallas Community Church | |||||||||||
| 2215 Canada Drive | Dallas | TX | 75212 | None | Public Charity | Promote religious belief and opportunities | $5,000 | ||||
| The Arts Community Alliance | |||||||||||
| One Arts Plaza 1722 Routh Street | Dallas | TX | 75201 | None | Public Charity | Provide financial support and awareness for the performing arts | $2,500 | Suite 115 | |||
| St Mark's School of Texas | |||||||||||
| 10600 Preston Road | Dallas | TX | 75230 | None | Public Charity | Annual operating expenses | $25,000 | ||||
| AT&T Performing Arts Center | |||||||||||
| 2100 Ross Ave Suite 650 | Dallas | TX | 75201 | None | Public Charity | Support for the Performing Arts | $25,000 | ||||
| St Mark's School of Texas | |||||||||||
| 10600 Preston Road | Dallas | TX | 75230 | None | Public Charity | Building campaign | $1,250,000 | ||||
| Carl H Hahn Foundation | |||||||||||
| None | Public Charity | Provides community support | $1,000 | Hollerplatz 1 | Wolfbsburg | GM | |||||
| The Senior Source | |||||||||||
| 3910 Harry Hines Blvd | Dallas | TX | 75219 | None | Public Charity | Promote the improvement of quality of life for the elderly | $1,500 | ||||
| Justin Volunteer Fire Department | |||||||||||
| 310 N Sealy Ave | Justin | TX | 76247 | None | Public Charity | Community Service | $250 | ||||
| Highland Park Presbyterian Church | |||||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Disaster Relief Fund | $12,500 | ||||
| West Dallas Community School | |||||||||||
| 2215 Canada Drive | Dallas | TX | 75212 | None | Public Charity | Support for ministry programs | $30,000 | ||||
| Council on Foreign Relations | |||||||||||
| 58 East 68th Street | New York | NY | 10065 | None | Public Charity | Promote the education of foreign policy and world affairs | $8,333 | ||||
| Falcon Foundation | |||||||||||
| 3116 Academy Drive Suite 200 | USAF Academy | CO | 80804 | None | Public Charity | Provide support for yound men and women pursuing involvement in the US Air Force | $500 | ||||
| The Air Force Association | |||||||||||
| 1501 Lee Highway | Arlington | VA | 22209 | None | Public Charity | Promote public understanding of the Aerospace Industry to the public | $500 | ||||
| Operation Smile | |||||||||||
| 6435 Tidewater Drive | Norfolk | VA | 23509 | None | Public Charity | Service the repair of childhood deformities | $250 | ||||
| Dallas Symphony Orchestra | |||||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support for the Performing Arts | $10,000 | ||||
| Treasure Street | |||||||||||
| 2222 Welborn Street | Dallas | TX | 75219 | None | Public Charity | Texas Scottish Rite Hospital service to handicapped children | $25,000 | ||||
| Nightstalker Association | |||||||||||
| 11304 Bell Station Road | Oak Grove | KY | 42262 | None | Public Charity | To preserve memories and provide support to fallen military personnel | $35,000 | ||||
| North Texas Food Bank | |||||||||||
| 4500 S Cockrell Hill Road | Dallas | TX | 75236 | None | Public Charity | Humanitarian | $10,000 | ||||
| Joe Foss Institute | |||||||||||
| 14415 North 73rd Street Suite 109 | Scottsdale | AZ | 85260 | None | Public Charity | Programs to inspire patriotism, public service & appreciation for America's freedoms | $25,000 | ||||
| Friends of the Dallas Police | |||||||||||
| 3232 McKinney Ave | Dallas | TX | 75204 | None | Public Charity | Promote crime prevention and community safety | $5,000 | ||||
| The Town of Highland Park | |||||||||||
| 4700 Drexel Drive | Highland Park | TX | 75205 | None | Public Charity | Promote Community Welfare | $100 | ||||
| Lee Park and Arlington Hall Conservancy | |||||||||||
| 3625 N Hall Street Suite 690 | Dallas | TX | 75219 | None | Public Charity | Promote the preservation and enhancement of Lee Park | $1,000 | ||||
| Dallas Museum of Art | |||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for Museum Art programs | $2,000 | ||||
| The Salvation Army | |||||||||||
| 8787 N Stemmons Freeway Suite 800 | Dallas | TX | 75247 | None | Public Charity | Programs to meet human needs in the community | $100,000 | ||||
| Methodist Health System Foundation Inc | |||||||||||
| MHSF Building 360 Oak Harbor Blvd | Slidell | LA | 70458 | None | Public Charity | Supports, develops, and manages health-related programs citizens of New Orleans | $50,000 | ||||
| Legal Aid of Northwest Texas | |||||||||||
| 1515 Main Street | Dallas | TX | 75201 | None | Public Charity | Provides legal service to low-income residents | $500 | ||||
| Episcopal School of Dallas | |||||||||||
| 4100 Merrell Road | Dallas | TX | 75229 | None | Public Charity | Educational support | $15,000 | ||||
| Baylor Healthcare System Foundation | |||||||||||
| 3600 Gaston Avenue Suite 100 | Dallas | TX | 75246 | None | Public Charity | Medical research | $2,500 | ||||
| Dallas Zoological Society | |||||||||||
| 650 SRL Thornton Freeway | Dallas | TX | 75203 | None | Public Charity | Support for the Center of Education & Wildlife Conservation | $2,500 | ||||
| Highland Park Presbyterian Church | |||||||||||
| 3821 University Blvd | Dallas | TX | 75205 | None | Public Charity | Disaster Relief Fund | $12,500 | ||||
| The Trinity Trust | |||||||||||
| 1444 Oak Lawn Ave Suite 200 | Dallas | TX | 75207 | None | Public Charity | Provide financial support for public works projects in Dallas, TX | $5,000 | ||||
| National Museum for Women in the Arts | |||||||||||
| 1250 New York Avenue Northwest | Washington | DC | 20005 | None | Public Charity | Recognizes women's creative contributions to the community | $1,000 | ||||
| Dallas Symphony Orchestra | |||||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support for the Performing Arts | $100,000 | ||||
| Rufus Felix | |||||||||||
| 4567 North OConnor Blvd Suite 1309 | Irving | TX | 75062 | None | Other | Support for the Performing Arts | $2,652 | ||||
| Dallas Symphony Orchestra | |||||||||||
| 2301 Flora Street | Dallas | TX | 75201 | None | Public Charity | Support for the performing Arts | $10,000 | ||||
| The Dallas Opera | |||||||||||
| 2403 Flora Ste 500 | Dallas | TX | 75201 | None | Public Charity | Support for the Performing Arts | $500 | ||||
| AT&T Performing Arts Center | |||||||||||
| 2100 Ross Ave Suite 650 | Dallas | TX | 75201 | None | Public Charity | Support for the Performing Arts | $1,160 | ||||
| Dallas Center for the Performing Arts | |||||||||||
| 2106 Boll Street | Dallas | TX | 75204 | None | Public Charity | Support for the Performing Arts | $333,333 | ||||
| George W Bush Foundation | |||||||||||
| PO Box 600610 | Dallas | TX | 75206 | None | Public Charity | Provide education and promote the advancement of public service in today's youth | $333,333 | ||||
| The Global Fund for Children | |||||||||||
| 1101 14th Street NW Ste 420 | Washington | DC | 20005 | none | Public Charity | Programs to advance the dignity of children around the world | $100,000 | ||||
| Sailors for the Sea | |||||||||||
| 449 Thames Street 300D | Newport | RI | 02840 | None | Public Charity | Educating and engaging the community in the worldwide protection of the oceans | $1,000 | ||||
| Southern Methodist University | |||||||||||
| PO Box 750402 | Dallas | TX | 75275 | None | Public Charity | Educational support | $500,000 | ||||
| The Sweetheart Ball | |||||||||||
| PO Box 9106 | Dallas | TX | 75209 | None | Public Charity | Medical research | $15,000 | ||||
| The Blair House Restoration Fund | |||||||||||
| Post Office 27208 | Washington | DC | 20038 | None | Public Charity | Provide renovation support to housing used by foreign persons when visiting the U.S. | $35,000 | ||||
| The Volunteer Center | |||||||||||
| 2800 Live Oak Street | Dallas | TX | 75204 | None | Public Charity | Connecting nonprofit organizations together to provide volunteer assistance | $1,000 | ||||
| Light of Healing Hope Foundation | |||||||||||
| 2801 New Mexico Ave Suite 1224 | Washington | DC | 20007 | None | Public Charity | Provides books of hope to hospitals to comfort patients | $500 | ||||
| Episcopal School of Dallas | |||||||||||
| 4100 Merrell Road | Dallas | TX | 75229 | None | Public Charity | Education Support | $100 | ||||
| SM Wright Foundation | |||||||||||
| 9213 Sovereign Row | Dallas | TX | 75247 | None | Public Charity | Provides support to families in the Dallas community | $1,000 | ||||
| Dallas Museum of Art | |||||||||||
| 1717 North Harwood | Dallas | TX | 75201 | None | Public Charity | Support for Museum Art Programs | $15,000 | ||||
| FBI National Academy Associates Inc | |||||||||||
| FBI Academy | Quantico | VA | 22135 | None | Public Charity | Provides high quality law enforcement to the community | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3383911 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $229,334 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $26 | ExclusionAmount |
| Related Or Exempt Function Income | 617 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,283 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $241,643 | ExclusionAmount |
| Related Or Exempt Function Income | 617 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 242260 | 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 | Interest on state and local bonds excluded from tax by Code Sec 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 (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | Henry Ross Perot Jr | PO Box 269014 | Plano | TX | 75026 | 1273872 | X |
| 2 | SFP Inc | PO Box 269014 | Plano | TX | 75026 | 12721 | X |
| 3 | Hillwood Management Ltd | 3090 Olive Street Suite 200 | Dallas | TX | 75219 | 25324 | X |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investment in Petrus Short Term Fund LP | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 15268248 | BookValue |
| EOYFMV | 15288219 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Organizational Costs | Description |
| BOY Book Value | 5250 | BOYBookValue |
| EOY Book Value | 5250 | EOYBookValue |
| EOYFMV | 5250 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Petrus Short Term Fund LP 26-3724953 | 18233 | 18233 | 0 |
| Rent Expense | 9101 | 0 | 9101 |
| Office Expense | 26211 | 0 | 26211 |
| Utility Expense | 2436 | 0 | 2436 |
| Insurance Expense | 218 | 0 | 218 |
| Property Tax Expense | 79 | 0 | 79 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| Tax Exempt Income | 617 | 0 | 617 |
| Other Portfolio Income | 26 | 26 | 26 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Tax | Category |
| Amount | $10,428 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments