JOHN HENRY DEAN III AND SHIRLEY LAWSON DEAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN HENRY DEAN III AND SHIRLEY LAWSON DEAN FOUNDATION (EIN 47-1631698)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202641319349101569
- Schema version
- 2025v4.1
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T09:22:45-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 TAYLOR STREET SUITE 2200 | AddressLine1Txt |
| City | FT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | 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 | 471631698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN HENRY DEAN III AND SHIRLEY LAWSON | BusinessNameLine1Txt |
| Business Name Line2 | DEAN FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8173362400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 TAYLOR ST 2200 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAYMOND B KELLY III | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8173362400 | PhoneNum |
| Signature | 2026-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY LANDRY | PreparerPersonNm |
| PTIN | P01614538 | PTIN |
| Phone | 8172599100 | PhoneNum |
| 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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $111,699,590 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,732 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $39,993 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,993 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,030,776 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,030,776 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,789,594 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,789,594 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,789,594 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,519 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,519 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,869,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,865,882 | 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 |
| Legal Fees Rev And Expnss | $66,306 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $66,306 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,585 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,585 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $35,457 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $306,461 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $305,171 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,290 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $429,809 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $393,062 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,290 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,675,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,675,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,104,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $393,062 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,676,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,235,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,472,820 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,239,450 | CashBOYAmt |
| Cash EOY | $1,223,774 | CashEOYAmt |
| Cash EOYFMV | $1,223,774 | CashEOYFMVAmt |
| Other Investments BOY | $63,362,458 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,989,416 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,989,416 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $39,486,400 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $39,486,400 | LandBOYAmt |
| Land EOY | $39,486,400 | LandEOYAmt |
| Land EOYFMV | $39,486,400 | LandEOYFMVAmt |
| Total Assets BOY | $105,088,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,699,590 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $111,699,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $105,088,308 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $111,699,590 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $105,088,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,699,590 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,088,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $111,699,590 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $105,088,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,235,320 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,846,602 | OtherIncreasesAmt |
| Subtotal | $111,699,590 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $111,699,590 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2025-01-01 | 2025-12-31 | $413,960 | $413,960 | $413,960 | |
| PUBLICLY TRADED SECURITIES | 2024-01-01 | 2025-12-31 | $931,636 | $931,636 | $931,636 | |
| CAPITAL GAIN DISTRIBUTION | $443,998 | $443,998 | $443,998 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,789,594 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,272 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,272 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $49,756 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,484 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | 0 | 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 | RAYMOND B KELLY III | IndividualWithBooksNm |
| Phone | 8173362400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 CHERRY STREET UNIT 46 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN H DEAN III | ||||||||
| 801 CHERRY STREET UNIT 46 | FORT WORTH | TX | 76102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHIRLEY DEAN | ||||||||
| 801 CHERRY STREET UNIT 46 | FORT WORTH | TX | 76102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RAYMOND B KELLY III | ||||||||
| 801 CHERRY STREET UNIT 46 | FORT WORTH | TX | 76102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID NEAL | ||||||||
| 801 CHERRY STREET UNIT 46 | FORT WORTH | TX | 76102 | 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 | $68,887,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,673,203 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $39,486,400 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,047,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $110,047,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,650,710 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $108,396,642 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,419,832 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,419,832 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,272 | TotalTaxAmt |
| Distributable Before Adj | $5,371,560 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,371,560 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,371,560 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,676,415 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,676,415 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,371,560 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,670,597 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,676,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,670,597 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,818 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,365,742 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN H DEAN III | ContributingManagerNm |
| Contributing Manager | SHIRLEY DEAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIRPOWER FOUNDATION | |||||||
| PO BOX 8728 | FORT WORTH | TX | 76124 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ARIZONA HUMANE SOCIETY | |||||||
| 1521 W DOBBINS RD | PHOENIX | AZ | 85041 | NONE | PC | GENERAL SUPPORT | $44,145 |
| BAYLOR SCOTT & WHITE ALL SAINTS HEALTH FOUNDATION | |||||||
| 301 N WASHINGTON AVE | DALLAS | TX | 75246 | NONE | PC | GENERAL SUPPORT | $2,460,200 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHILDHELP INC | |||||||
| 6730 N SCOTTSDALE RD 150 | SCOTTSDALE | AZ | 85253 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COOK CHILDRENS MEDICAL CENTER | |||||||
| 801 SEVENTH AVE | FORT WORTH | TX | 76104 | NONE | PC | GENERAL SUPPORT | $2,005,000 |
| FORT WORTH DELTA DELTA DELTA ALUMNAE CHARITIES | |||||||
| 5336 COLLINWOOD AVE | FORT WORTH | TX | 76107 | NONE | PC | GENERAL SUPPORT | $9,280 |
| FORT WORTH MUSEUM OF SCIENCE AND HISTORY | |||||||
| 1600 GENDY ST | FORT WORTH | TX | 76107 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HOLIDAYS & HEROES | |||||||
| PO BOX 10086 | RIVER OAKS | TX | 76114 | NONE | PC | GENERAL SUPPORT | $3,000 |
| JEWEL CHARITY BALL INCORPORATED | |||||||
| 3301 HAMILTON AVE 121 | FORT WORTH | TX | 76107 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LES DAMES DASPEN LTD | |||||||
| 0278 LARKSPUR LN | ASPEN | CO | 81611 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SAVING HOPE ANIMAL RESCUE | |||||||
| 306 W SEVENTH ST STE 500 | FORT WORTH | TX | 76102 | NONE | PC | GENERAL SUPPORT | $105,000 |
| TARRANT AREA FOOD BANK | |||||||
| 2525 AND 2600 CULLEN ST | FORT WORTH | TX | 76107 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TEXAS BALLET THEATER INC | |||||||
| 1540 MALL CIR | FORT WORTH | TX | 76116 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TEXAS HEALTH RESOURCES FOUNDATION | |||||||
| 612 E LAMAR BLVD STE 300 | ARLINGTON | TX | 76011 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TRASHMASTERS INTERNATIONAL INC | |||||||
| PO BOX 6200 | SNOWMASS VLG | CO | 81615 | NONE | PC | GENERAL SUPPORT | $1,000 |
| UNION GOSPEL MISSION | |||||||
| PO BOX 1957 | FORT WORTH | TX | 76101 | NONE | PC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,675,125 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,993 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,030,776 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,789,594 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FARM INCOME | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $5,519 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,865,882 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,865,882 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | INCOME RELATED TO MONTHLY ACTIVITY OF FARMER'S BANK ACCOUNT. | RelationshipStatementTxt |
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 | ACCOUNTING | CategoryTxt |
| Amt | $21,585 | Amt |
| Net Investment Income | $21,585 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 1, ITEM G | FormAndLineReferenceDesc |
| Medium Explanation | THIS RETURN AMENDS THE CHARITABLE CONTRIBUTIONS PREVIOUSLY REPORTED AND REPORTS CORRECTED AMOUNTS FOR END OF YEAR ACTIVITY IN MEETINGS, SUPPLIES, AND UNREALIZED GAINS AND LOSSES. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | J.P.MORGAN ACCOUNT #6000 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $70,989,416 | BookValueAmt |
| EOYFMV | $70,989,416 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $66,306 | LegalFeesAmt |
| Net Investment Income | $66,306 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $263,493 | $263,493 | $0 |
| FARM EXPENSES | $41,678 | $41,678 | $0 |
| MEETINGS | $771 | $0 | $771 |
| SUPPLIES | $519 | $0 | $519 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FARM INCOME | Desc |
| Revenue And Expenses Per Books | $5,519 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,519 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,519 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $7,846,602 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $35,457 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |