THORNTON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THORNTON FAMILY FOUNDATION (EIN 85-1073773)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-11
- IRS object ID
- 202622239349100817
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-11T11:33:31-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S FIGUEROA ST STE 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900175743 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 851073773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THORNTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOR | BusinessNameControlTxt |
| Phone | 2142523250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 PRESTON ROAD 250 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE B THORNTON JR | PersonNm |
| Person Title | PRESIDENT, TREASURER, AND DIRE | PersonTitleTxt |
| Phone | 2142523250 | PhoneNum |
| Signature | 2026-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON DE GREIFF | PreparerPersonNm |
| PTIN | P01511827 | PTIN |
| Phone | 2133566000 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,559,400 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $88,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $696,863 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,872 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $326 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $133,412 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,086 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,963 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,963 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,214 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,753 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,461 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,952 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,952 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,461 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,129 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,461 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,717 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $105,076 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,575 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,575 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,793 | AcctRcvblAmt |
| Acct Rcvbl BOY | $558 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,793 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,793 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,903,657 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,770,206 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,414,032 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,009,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,915,574 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,559,400 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,009,291 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,915,574 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,009,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,915,574 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,009,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,915,574 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,009,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,717 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,915,574 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,915,574 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $696,863 | GrossSalesPriceAmt |
| Cost Or Other Basis | $651,991 | CostOrOtherBasisAmt |
| Gain Or Loss | $44,872 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $44,872 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,872 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,590 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,590 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,590 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,910 | OverpaymentAmt |
| Applied To ES Tax | $1,910 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOE B THORNTON JR | IndividualWithBooksNm |
| Phone | 2142523250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 PRESTON RD SUITE 250 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOE B THORNTON JR | ||||||||
| 5500 PRESTON ROAD SUITE 250 | DALLAS | TX | 75205 | PRESIDENT, TREASURER, AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| TERRI B THORNTON | ||||||||
| 5500 PRESTON ROAD SUITE 250 | DALLAS | TX | 75205 | VICE PRESIDENT, SECRETARY, AND DIRECTO | 1.00 | $0 | $0 | $0 |
| RICHARD C THORNTON | ||||||||
| 5500 PRESTON ROAD SUITE 250 | DALLAS | TX | 75205 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATELYN T SHUFORD | ||||||||
| 5500 PRESTON ROAD SUITE 250 | DALLAS | TX | 75205 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,395,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,487,831 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,487,831 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,450,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,590 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,590 | TotalTaxAmt |
| Distributable Before Adj | $120,936 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,936 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,936 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,461 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $187,461 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,936 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $107,852 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,776 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $113,861 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $106,341 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $406,830 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,461 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,936 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,525 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $473,355 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $473,355 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $107,852 | ExcessFromYear4Amt |
| Excess From Year3 | $78,776 | ExcessFromYear3Amt |
| Excess From Year2 | $113,861 | ExcessFromYear2Amt |
| Excess From Year1 | $106,341 | ExcessFromYear1Amt |
| Excess From Current Year | $66,525 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOE B THORNTON JR | ContributingManagerNm |
| Contributing Manager | TERRI B THORNTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BONTON FARMS | |||||||
| 6911 BEXAR STREET | DALLAS | TX | 75215 | PC | COMMUNITY IMPROVEMENT | $10,000 | |
| COUNCIL FOR LIFE | |||||||
| 4516 LOVERS LANE PMB 103 | DALLAS | TX | 75225 | PC | HEALTH AND WELLNESS | $5,000 | |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVENUE NW | COON RAPIDS | MN | 55433 | PC | CHILDREN AND YOUTH | $20,000 | |
| FOOD FOR THE SOUL | |||||||
| PO BOX 134 | KELLER | TX | 76244 | PC | HEALTH AND WELLNESS | $5,000 | |
| MATTHEW 10 INTERNATIONAL | |||||||
| 10215 TECHNOLOGY DRIVE SUITE 100 | KNOXVILLE | TN | 37932 | PC | INTERNATIONAL RELIEF | $15,000 | |
| TIM TEBOW FOUNDATION | |||||||
| 2200 COUNTY ROAD 210W STE 108 PMB | JACKSONVILLE | FL | 32259 | PC | HUMAN AND SEX TRAFFICKING | $10,000 | 317 |
| INTERNATIONAL GENEROSITY FOUNDATION | |||||||
| 1901 ULMERTON ROAD SUITE 400 | CLEARWATER | FL | 33762 | PC | FAITH AND SPIRITUAL | $10,000 | |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| PO BOX 628222 | ORLANDO | FL | 328628222 | PC | FAITH AND SPIRITUAL | $10,000 | |
| DECISION POINT | |||||||
| PO BOX 1118 | WHEATON | IL | 60187 | PC | FAITH AND SPIRITUAL | $10,000 | |
| CLAYTON DABNEY FOR KIDS WITH CANCER | |||||||
| 2825 OAK LAWN AVENUE 192136 | DALLAS | TX | 75219 | PC | CHILDREN AND YOUTH | $5,000 | |
| FAMILY GATEWAY INC | |||||||
| 1421 W MOCKINGBIRD LANE STE C | DALLAS | TX | 75247 | PC | BASIC NEEDS | $5,000 | |
| BUCKNER CHILDREN AND FAMILY SERVICES INC | |||||||
| 12377 MERIT DRIVE SUITE 900 | DALLAS | TX | 75220 | PC | FAITH AND SPIRITUAL | $5,000 | |
| JACO BOOYENS MINISTRIES | |||||||
| 835 EAST LAMAR BLVD 389 | ARLINGTON | TX | 76011 | PC | HUMAN AND SEX TRAFFICKING | $5,000 | |
| THE DALLAS FOUNDATION | |||||||
| 3000 PEGASUS PARK DRIVE SUITE 930 | DALLAS | TX | 75247 | PC | EDUCATION, CHILDREN AND YOUTH, ANIMALS | $10,000 | |
| HIGHLAND PARK PRESBYTERIAN DAYSCHOOL | |||||||
| 3821 UNIVERSITY BLVD | DALLAS | TX | 75205 | PC | EDUCATION | $5,000 | |
| GIVING TREE ACRES COMMUNITY FARM | |||||||
| 5422 STANFORD AVE | DALLAS | TX | 75209 | PC | ENVIRONMENT AND NATURE | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,214 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,872 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $133,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,412 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEE | CategoryTxt |
| Amt | $1,963 | Amt |
| Net Investment Income | $1,963 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PERSHING INVESTMENT - HRF-071883 | $1,060,724 | $1,063,892 |
| PERSHING APERIO | $1,709,482 | $1,350,140 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERSHING APERIO XUB-002119 | Desc |
| Revenue And Expenses Per Books | $326 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $326 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $12,531 | $12,531 | $0 |
| FOREIGN DIVIDEND FEE | $1,222 | $1,222 | $0 |
| ADMINISTRATIVE FEES | $27,461 | $0 | $27,461 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,952 | $2,952 | $0 |
| FEDERAL TAX PAYMENTS | $21,000 | $0 | $0 |
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