NASHER FOUNDATION 101796: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NASHER FOUNDATION 101796 (EIN 75-2674048)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202601349349101465
- Schema version
- 2024v5.2
- Note
- A later return for the same period supersedes this one.
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T06:58:38-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911845430 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRON A PARKER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SOUTH CENTER STREET | AddressLine1Txt |
| City | FORNEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752674048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NASHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NASH | BusinessNameControlTxt |
| Phone | 9725640247 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8080 NORTH CENTRAL EXPWY | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BYRON A PARKER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9725640247 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BYRON A PARKER CPA | PreparerPersonNm |
| PTIN | P00541643 | PTIN |
| Phone | 9725640247 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $131,401,001 | 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 | $2,497,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,489,792 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,489,792 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,277,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,231,604 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,277,805 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $23,609 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $5,775,478 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,767,597 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,513,401 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $27,523 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $27,523 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,188 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $10,900 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,288 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $168,964 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,264 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $14,264 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $154,700 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,500 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $1,517,742 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $5,570 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $5,570 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101,073 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101,073 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $100,000 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,915,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,237 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $125,164 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $197,081 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,553,733 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,553,733 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,469,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,237 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $125,164 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,750,814 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,693,815 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,641,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,388,237 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,780,504 | CashBOYAmt |
| Cash EOY | $1,666,301 | CashEOYAmt |
| Cash EOYFMV | $166,306 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,167,339 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,758,754 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,760,573 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $5,103,243 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $32,051,654 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,604,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,179,835 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $15,101,375 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,933,257 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,149,116 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $68,895,662 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,696,352 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $35,651,414 | LandBOYAmt |
| Land EOY | $34,199,310 | LandEOYAmt |
| Land EOYFMV | $34,199,310 | LandEOYFMVAmt |
| Other Assets BOY | $2,831,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,831,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,945,861 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $111,687,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,993,214 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $131,401,001 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $111,687,029 | RetainedEarningBOYAmt |
| Retained Earning EOY | $104,993,214 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,687,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $104,993,214 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,687,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,993,214 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,687,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,693,815 | ExcessRevenueOverExpensesAmt |
| Subtotal | $104,993,214 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $104,993,214 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2024-07-01 | 2025-06-30 | $23,609 | $0 | $0 | $23,609 | $0 | $0 | $0 | $23,609 |
| PUBLICLY TRADED SECURITIES | P | 2024-06-30 | 2025-06-30 | $11,207,995 | $0 | $7,953,799 | $3,254,196 | $0 | $0 | $0 | $3,254,196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,277,805 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $23,609 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,415 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $78,415 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $78,415 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $74,500 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $74,500 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $258 | EsPenaltyAmt |
| Tax Due | $4,173 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CARLA BOOTHE | IndividualWithBooksNm |
| Phone | 2143691234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8080 NORTH CENTRAL EXPWY SUITE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID H HAEMISEGGER | ||||||||
| PO BOX 829007 | DALLAS | TX | 75382 | DIR/CHAIRMAN | 5.00 | $0 | $0 | $0 |
| NANCY A NASHER | ||||||||
| PO BOX 829007 | DALLAS | TX | 75382 | DIR/PRESIDENT | 5.00 | $0 | $0 | $0 |
| ANDREA NASHER | ||||||||
| 6355 W NORTHWEST HWY APT 1617 | DALLAS | TX | 75225 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SARAH HAEMISEGGER | ||||||||
| PO BOX 829007 | DALLAS | TX | 75382 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARC PERCHERSKY | ||||||||
| 8080 N CENTRAL EXPWY 1100 | DALLAS | TX | 75205 | DIR/TREASURER | 5.00 | $100,000 | $0 | $0 |
| TYREE COLLIER | ||||||||
| 8080 N CENTRAL EXPWY 1100 | DALLAS | TX | 75205 | DIR/SECRETARY | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION EXPENDED FUNDS DURING 2024 RELATING TO THE OPERATION OF A SCULPTURE CENTER OPEN TO THE PUBLIC IN THE ARTS DISTRICT OF DALLAS TEXAS. THERE WERE 81,054 VISITORS DURING THE CURRENT TAX YEAR. | Description1Txt |
| Expenses1 | $10,553,733 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $82,218,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,744,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $487,428 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $97,450,918 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $97,450,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,461,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $95,989,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,799,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,750,814 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,750,814 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,715,960 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,715,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,750,814 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $10,750,814 | RemainingDistriFromCorpusAmt |
| Total Corpus | $18,466,774 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,715,960 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,750,814 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $10,750,814 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,388,237 | CurrentYearAmt |
| Year1 | $2,634,950 | Year1Amt |
| Year2 | $2,008,693 | Year2Amt |
| Year3 | $986,765 | Year3Amt |
| Total | $8,018,645 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,030,001 | CurrentYearAmt |
| Year1 | $2,239,708 | Year1Amt |
| Year2 | $1,707,389 | Year2Amt |
| Year3 | $838,750 | Year3Amt |
| Total | $6,815,848 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,750,814 | CurrentYearAmt |
| Year1 | $11,267,737 | Year1Amt |
| Year2 | $10,449,524 | Year2Amt |
| Year3 | $5,362,320 | Year3Amt |
| Total | $37,830,395 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,750,814 | CurrentYearAmt |
| Year1 | $11,267,737 | Year1Amt |
| Year2 | $10,449,524 | Year2Amt |
| Year3 | $5,362,320 | Year3Amt |
| Total | $37,830,395 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,199,639 | CurrentYearAmt |
| Year1 | $3,124,627 | Year1Amt |
| Year2 | $3,307,017 | Year2Amt |
| Year3 | $2,811,211 | Year3Amt |
| Total | $12,442,494 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID AND NANCY HAEMISEGGER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NASHER SCULPTURE CENTER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 FLORA | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUB. CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS EXPENSE PAYMENTS | GrantOrContributionPurposeTxt |
| Amt | $10,553,733 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,553,733 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,497,673 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $39,174 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,522 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $3,277,805 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,816,174 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,816,174 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| B A PARKER, CPA TAX RETURN PREP | $3,388 | $2,500 | $2,500 | $888 |
| FORVIS MAZARS LLP AUDIT | $16,800 | $8,400 | $8,400 | $8,400 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2024-07 | Purchased | 2025-06 | $23,609 | $0 | $23,609 |
| PUBLICLY TRADED SECURITIES | 2024-06 | Purchased | 2025-06 | $11,207,995 | $7,953,799 | $3,254,196 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S. LARGE CAP EQUITY | $19,846,539 | $45,779,868 |
| U.S. MID CAP EQUITY | $2,440,467 | $3,116,991 |
| U.S. SMALL CAP EQUITY | $1,512,268 | $1,456,289 |
| NON U.S. EQUITY | $97,189 | $892,187 |
| EAFE EQUITY | $2,989,761 | $3,868,531 |
| JAPANESE LARGE CAP EQUITY | $1,980,016 | $2,914,459 |
| EMERGING MARKET EQUITY | $1,737,852 | $2,151,510 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES SELECT U.S. REIT ETF | $414,403 | $366,960 |
| PARTNERSHIP INVESTMENT--INDUSTRIAL PARTNERS | $273,792 | $310,696 |
| U.S. FIXED INCOME | $19,684,292 | $18,141,993 |
| NON-U.S. FIXED INCOME | $1,560,770 | $1,329,467 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND COST- SCULPTURE CENTER | $6,718,670 | $0 | $6,718,670 |
| BUILDING | $47,665,874 | $25,883,368 | $21,782,506 |
| ELECTRONIC EQUIPMENT | $273,216 | $273,216 | $0 |
| EQUIPMENT--10 YEAR | $343,397 | $343,397 | $0 |
| EQUIPMENT--5 YEAR | $27,379 | $27,379 | $0 |
| FURNITURE AND FIXTURES--15 YEAR | $1,123,481 | $1,123,481 | $0 |
| FURNITURE AND FIXTURES--5 YEAR | $30,430 | $30,430 | $0 |
| CONSERVATION TRUCK | $21,806 | $21,806 | $0 |
| GARDEN | $11,705,282 | $6,364,060 | $5,341,222 |
| SIGNAGE | $11,572 | $6,380 | $5,192 |
| STREETSCAPE | $667,482 | $315,792 | $351,690 |
| PATENT | $63,493 | $63,463 | $30 |
| WEBSITE | $98,040 | $98,040 | $0 |
| SOFTWARE | $145,540 | $145,540 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOLLAND & KNIGHT MISCELLANEOUS LEGAL SERVICES | CategoryTxt |
| Legal Fees | $27,523 | LegalFeesAmt |
| Disbursements Charitable Prps | $27,523 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART/SCULPTURE | $2,831,500 | $2,831,500 | $2,831,500 |
| ACCRUED INTEREST AND DIVIDEND INCOME | $0 | $0 | $114,361 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT CONSULTING | $100,000 | $100,000 | $100,000 | $0 |
| ACCOUNTING EXPENSE | $1,073 | $1,073 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| ISAACSON MILLER,INC PERSONNEL CONS | $154,700 | $154,700 | ||
| FIRST MANHATTAN INVESTMENT MGT | $14,264 | $14,264 | $14,264 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SECTION 4940 TAX | CategoryTxt |
| Amt | $74,500 | Amt |
Comments