JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION (EIN 75-2823240)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-09
- IRS object ID
- 201133139349100518
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-09T14:07:26-08:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ross Kerby & Assoc Inc PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 W Virginia Suite 100 | AddressLine1 |
| City | Mc Kinney | City |
| State | TX | State |
| ZIP Code | 75069 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752823240 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEFF & BONNIE WHITMAN | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEFF | NameControl |
| Phone | 2148909980 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11505 HILLCREST | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75230 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY WHITMAN | Name |
| Title | President | Title |
| Date Signed | 2011-11-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Frank Kerby | Name |
| Phone | 9725421233 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 184259 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 1731 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1731 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1731 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -7363 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 27235 | GrossSalesPrice |
| Net STCG Adj Net Incm | 506 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 1285 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 45653 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1731 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2237 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1145 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 1145 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 432 | InterestRevAndExpnss |
| Taxes Rev And Expnss | 10 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 10 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 10 | TaxesAdjNetIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 686 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 686 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 686 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 2273 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 696 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 696 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1145 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 31600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 31600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 33873 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 696 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 696 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 32745 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 11780 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1035 | NetInvestmentIncome |
| Adjusted Net Income | 1541 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 48844 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 12949 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 12949 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 126799 | InvestmentsOtherBOY |
| Investments Other EOY | 174474 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 171310 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 175643 | TotalAssetsBOY |
| Total Assets EOY | 187423 | TotalAssetsEOY |
| Total Assets EOYFMV | 184259 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 175643 | UnrestrictedBOY |
| Unrestricted EOY | 187423 | UnrestrictedEOY |
| Total Net Assets BOY | 175643 | TotalNetAssetsBOY |
| Total Net Assets EOY | 187423 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 175643 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 187423 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 175643 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 11780 | ExcessOfRevenueOverExpenses |
| Subtotal | 187423 | Subtotal |
| Total Net Assets Fund Balances EOY | 187423 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CABCO SER 2004-102 TR | P | 2004-12-07 | 2010-09-15 | 21200 | 25000 | -3800 | -3800 |
| AMER FUNDS EURO PACIFIC | P | 2007-11-26 | 2010-05-21 | 5529 | 8184 | -2655 | -2655 |
| LONG TERM CAPITAL LOSS PER K-1 | P | 2008-01-01 | 2010-12-31 | 1414 | -1414 | -1414 | |
| SHORT TERM CAPITAL LOSS PER K-1 | P | 2010-01-01 | 2010-12-31 | 476 | 476 | 476 | |
| CAPITAL GAIN DISTRIBUTION | P | 2010-12-07 | 2010-12-07 | 30 | 30 | 30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -7363 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 506 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 60063 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 68834 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.87258 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 42875 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 134683 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.31834 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 103559 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 233886 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.44278 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 34515 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 196309 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.17582 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 32294 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 140149 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.23043 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.03994 | TotalDistributionRatio |
| Average Distribution Ratio | 0.40799 | AverageDistributionRatio |
| Net Noncharitable Assets | 123310 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 50309 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 50319 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 32745 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 21 | InvestmentIncomeExciseTax |
| Subtotal | 21 | Subtotal |
| Tax Based On Investment Income | 21 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 232 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 232 | TotalCreditsAndPayments |
| Overpayment | 211 | Overpayment |
| Amount Credited To Next Year | 211 | 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 |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY WHITMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2148909980 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11505 HILLCREST | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75230 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| AUGUSTA WHITMAN | ||||||
| 11505 HILLCREST | DALLAS | TX | 75230 | Director | 3.00 | 0 |
| BONNIE WHITMAN | ||||||
| 11505 HILLCREST | DALLAS | TX | 75230 | Director | 3.00 | 0 |
| JEFFREY WHITMAN | ||||||
| 11505 HILLCREST | DALLAS | TX | 75230 | President | 3.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 68311 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 56877 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 125188 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 125188 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1878 | CashDeemedCharitable |
| Net Noncharitable Assets | 123310 | NetNoncharitableAssets |
| Minimum Investment Return | 6166 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 6166 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 21 | TaxBasedOnInvestmentIncome |
| Total Tax | 21 | TotalTax |
| Distributable Amount Before Adj | 6145 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 6145 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 6145 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 32745 | ExpensesAndContributions |
| Qualifying Distributions | 32745 | QualifyingDistributions |
| Adj Qualifying Distributions | 32745 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 6145 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 25413 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 24836 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 92373 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 36144 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 56643 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 235409 | TotalExcessDistriCarryover |
| Qualifying Distributions | 32745 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6145 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 26600 | RemainingDistriFromCorpus |
| Total Corpus | 262009 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 25413 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 236596 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 24836 | ExcessFromYear4 |
| Excess From Year3 | 92373 | ExcessFromYear3 |
| Excess From Year2 | 36144 | ExcessFromYear2 |
| Excess From Year1 | 56643 | ExcessFromYear1 |
| Excess From Current Year | 26600 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BONNIE WHITMAN | ContributingManager |
| Contributing Manager | JEFFREY WHITMAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| NCJW GREATER DALLAS SECTION | |||||||
| 6025 ROYAL LANE STE 219-9 | DALLAS | TX | 75230 | NONE | 501(c)(3) | HELP FUND PROGRAMS ESTABLISHED BY THE ORGANIZATION TO SUPPORT THEIR CHARITABLE MISSION. | $600 |
| VAAD HAKASHRUS OF DALLAS | |||||||
| 7800 NORTHAVEN ROAD | DALLAS | TX | 75230 | NONE | 501(c)(3) | HELP FUND PROGRAMS ESTABLISHED BY THE ORGANIZATION TO SUPPORT THEIR CHARITABLE MISSION. | $1,000 |
| AHARIVAN FRIENDS OF THE MIGDAL | |||||||
| 1560 BROADWAY 510 | NEW YORK | NY | 10036 | NONE | 501(c)(3) | HELP FUND PROGRAMS ESTABLISHED BY THE ORGANIZATION TO SUPPORT THEIR CHARITABLE MISSION. | $10,000 |
| JEWISH FEDERATION OF DALLAS | |||||||
| 7800 NORTHAVEN ROAD | DALLAS | TX | 75230 | NONE | 501(c)(3) | HELP FUND PROGRAMS ESTABLISHED BY THE ORGANIZATION TO SUPPORT THEIR CHARITABLE MISSION. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 31600 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1731 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1259 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -7363 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LAWSUIT SETTLEMENT | Description |
| Related Or Exempt Function Income | 26 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -4347 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -4347 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (4 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 11A | LAWSUIT SETTLEMENT INCOME PRESERVES INCOME FOR THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. |
| 7 | OTHER INVESTMENT INCOME SUPPORTS THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. |
| 8 | LONG TERM CAPITAL GAIN INCOME SUPPORTS THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. |
| 4 | DIVIDENDS AND INTEREST EARNED SUPPORTS THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JW EYE ASSOCIATES PA | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LEMMON AVE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 50000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | Category |
| Amount | $1,145 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1145 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| OTHER INVESTMENT EXPENSE | 536 | 536 | 536 |
| INVESTMENT FEES | 150 | 150 | 150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| Other Investment Income | 1259 |
| LAWSUIT SETTLEMENT | 26 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX CREDIT | Category |
| Amount | $10 | Amount |
| Net Investment Income | 10 | NetInvestmentIncome |
| Adjusted Net Income | 10 | AdjustedNetIncome |
Comments