CRAIG AND KATHRYN HALL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CRAIG AND KATHRYN HALL FOUNDATION (EIN 38-2275211)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-02-02
- IRS object ID
- 202420339349100602
- Schema version
- 2022v5.0
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-02T10:02:13-06:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382275211 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG AND KATHRYN HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAI | BusinessNameControlTxt |
| Phone | 2142699500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 ROSS AVE STE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIJETTA HALL WALLER | PersonNm |
| Person Title | PRESIDENT/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2142699500 | PhoneNum |
| Signature | 2024-02-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIJETTA | PersonFirstNm |
| Person Last | HALL WALLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,458,196 | 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 |
| Interest On Sav Rev And Expnss | $72,958 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72,958 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,534 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,376 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $173,015 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $173,015 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $294,256 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $309,790 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $85,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $22,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,956 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,204 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,831 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,369 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $175,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $966,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $966,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,142,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $966,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$848,595 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,421 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $146,634 | CashBOYAmt |
| Cash EOY | $75,435 | CashEOYAmt |
| Cash EOYFMV | $75,435 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,056,430 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,762,881 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,320,026 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $1,462,458 | OtherAssetsBOYAmt |
| Other Assets EOY | $968,885 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,062,735 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,665,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,807,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,458,196 | 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 | $4,665,522 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,807,201 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,665,522 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,807,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,665,522 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,807,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,665,522 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$848,595 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,816,927 | SubtotalAmt |
| Other Decreases | $9,726 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,807,201 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FLOWTHRU PER K-1 | P | 2022-09-01 | 2022-12-31 | $1,376 | $1,376 | $1,376 | |
| FLOWTHRU PER K-1 | P | 2021-12-01 | 2022-12-31 | -$16,910 | -$16,910 | $16,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,534 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,801 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,801 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,801 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,596 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,596 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,795 | OverpaymentAmt |
| Applied To ES Tax | $2,795 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYAN TOLBERT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142699500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 ROSS AVE STE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| BRIJETTA HALL WALLER | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | PRESIDENT/TRUSTEE | 25.00 | $85,000 | $0 | $0 |
| DAVID H CAIN | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | SECRETARY/TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRYAN TOLBERT | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | TREASURER/VICE PRES OF FIN | 1.00 | $0 | $0 | $0 |
| KATHRYN WALT HALL | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CRAIG HALL | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KRISTINA HALL | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER CAIN BROWN | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | TRUSTEE | 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 | $1,248,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,862,055 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,110,299 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,110,299 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,654 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,048,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,432 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,801 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,801 | TotalTaxAmt |
| Distributable Before Adj | $198,631 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $198,631 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $198,631 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $966,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $966,860 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,631 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $602,088 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $707,757 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,198,186 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $944,735 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $736,375 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,189,141 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $966,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $198,631 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $768,229 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,957,370 | 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 | $602,088 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,355,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $707,757 | ExcessFromYear4Amt |
| Excess From Year3 | $1,198,186 | ExcessFromYear3Amt |
| Excess From Year2 | $944,735 | ExcessFromYear2Amt |
| Excess From Year1 | $736,375 | ExcessFromYear1Amt |
| Excess From Current Year | $768,229 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIJETTA HALL WALLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 ROSS AVE STE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9723771197 | RecipientPhoneNum |
| Recipient Email Address | BWALLER@CKHALLFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | COMPLETE APPLICATION FORM OR SUBMIT WRITTEN MATERIALS. MATERIALS SHOULD INCLUDE GRANT AMOUNT, PURPOSE OF GRANT, ORGANIZATION MISSION AND ADDITIONAL DETAILS ABOUT REQUIEST (OTHER FUNDING SOURCES, ETC.) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES. GRANTS ARE REVIEWED ON A ROLLING BASIS APPROXIMATELY ONCE PER QUARTER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO SUBMISSIONS FROM NORTH TEXAS AND NAPA VALLEY, CA GEOGRAPHIC AREAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AIDS INTERFAITH NETWORK | |||||||||||
| 2707 N STEMMONS FREEWAY STE 120 | DALLAS | TX | 75207 | NONE | 501(C)(3) | SUPPORT PROGRAM | $1,000 | ||||
| ALAINAS VOICE FOUNDATION | |||||||||||
| 4215 SOLANO AVE | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| ALL STAARS HELPING KIDS | |||||||||||
| 4675 STEVENS CREEK BLVD STE 101 | SANTA CLARA | CA | 95052 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| ALTA VISTA CENTER FOR AUTISM | |||||||||||
| 2001 HOYT ST | LAKEWOOD | CA | 802151639 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| AMERICAN FOUNDATION FOR SUICIDE PREVENT | |||||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | 501(C)(3) | PROGRAM SUPPORT | $250 | ||||
| ANDERSON RANCH ARTS | |||||||||||
| P O BOX 5598 | SNOWMASS VILLAGE | CO | 81615 | NONE | 501(C)(3) | NATIONAL COUNCIL SUPPORT | $3,000 | ||||
| ASPEN PUBLIC RADIO | |||||||||||
| 110 E HALLAM ST 134 | ASPEN | CO | 81611 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | ||||
| ASPEN YOUTH CENTER | |||||||||||
| PO BOX 8266 | ASPEN | CO | 81612 | NONE | 501(C)(3) | PROGRAM SUPPORT | $500 | ||||
| AUSTRIAN-AMERICAN EDUCATIONAL COMMISSION | |||||||||||
| NONE | 501(C)(3) | FULBIRIGHT COMMISSIONSUPPORT PROGRAM | $50,000 | QUARTIER 21/MQ MUSEUMPLATZ 1 | WIEN A | AU | |||||
| BOYS & GIRLS CLUBS OF NAPA VALLEY | |||||||||||
| 1515 PUEBLO AVE | NAPA | CA | 94558 | NONE | 501(C)(3) | SUPPORT EDUCATIONAL PROGRAMS FOR TODAY'S YOUTH | $1,000 | ||||
| CALIFORNIA PIT BULL RESCUE | |||||||||||
| 2930 DOMINGO AVE 365 | BERKELEY | CA | 94705 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| CALIFORNIA RESTAURANT ASSN FOUNDATION | |||||||||||
| 621 CAPITOL MALL STE 2000 | SACRAMENTO | CA | 95814 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| CARE | |||||||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | NONE | 501(C)(3) | PROGRAM SUPPORT | $250 | ||||
| CENTER FOR AMERICAN ENTREPRENEURSHIP | |||||||||||
| 503 ARNON LAKE DR | GREAT FALLS | VA | 22066 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||
| CENTER FOR AMERICAN PROGRESS | |||||||||||
| 1333 H ST NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | SUPPORT PROGRAM | $25,000 | ||||
| COLLABORATIVE SUPPORT SERVICES INC | |||||||||||
| PO BOX 61676 | HONOLULU | HI | 96839 | NONE | 501(C)(3) | MAUI FIRE RELIEF | $2,500 | ||||
| COMMUNITIES FOUNDATION OF TEXAS | |||||||||||
| 2410 INTERNET BLVD SUITE 101 HALL | FRISCO | TX | 75034 | NONE | 501(C)(3) | PROGRAM SUPPORT | $100,000 | PARK G1 | |||
| COMMUNITIES IN SCHOOLS OF NORTH TEXAS | |||||||||||
| 217 S STEMMONS FWY SUITE 101 | LEWISVILLE | TX | 75067 | NONE | 501(C)(3) | OPERATING SUPPORT | $1,000 | ||||
| COMMUNITY ACTION OF NAPA VALLEY | |||||||||||
| 2310 LAUREL ST | NAPA | CA | 94559 | NONE | 501(C)(3) | SUPPORT PROGRAM | $1,000 | ||||
| COMMUNITY LIFELINE CENTER | |||||||||||
| 1601 N WADDILL STREET STE 102 | MCKINNEY | TX | 75069 | NONE | 501(C)(3) | OPERATING SUPPORT | $1,000 | ||||
| COOK INCLUSIVE COMPANY | |||||||||||
| 2701 MIDLAND AVENUE UNIT 913 | GLENWOOOD SPRINGS | CO | 81601 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,500 | ||||
| COPE FAMILY CENTER | |||||||||||
| 707 RANDOLPOH ST | NAPA | CA | 94559 | NONE | 501(C)(3) | SUPPORT PROGRAM | $5,000 | ||||
| DALLAS CHILDREN'S ADVOCACY CENTER | |||||||||||
| 5351 SAMUELL BLVD | DALLAS | TX | 75228 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| DALLAS SUMMER MUSICALS | |||||||||||
| 909 1ST AVE | DALLAS | TX | 75210 | NONE | 501(C)(3) | PROGRAM SUPPORT - EVENT | $9,000 | ||||
| FARMING HOPE | |||||||||||
| 77 VAN NESS AVENUE 101-1613 | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| FEEDING AMERICA | |||||||||||
| PO BOX 96749 | WASHINGTON | DC | 200906749 | NONE | 501(C)(3) | PROGRAM SUPPORT | $250 | ||||
| FILM INDEPENDENT INC | |||||||||||
| 5670 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 | ||||
| GENESIS WOMEN'S SHELTER & SUPPORT | |||||||||||
| 4411 LEMMON AVE STE 201 | DALLAS | TX | 75219 | NONE | 501(C)(3) | GENERAL STORM RELIEF | $1,000 | ||||
| GREATER DALLAS YOUTH ORCHESTRA | |||||||||||
| 3630 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| HAWAII COMMUNITY FOUNDATION | |||||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NONE | 501(C)(3) | GENERAL SUPPORT - MAUI STRONG FUND | $25,000 | ||||
| HEART HOUSE | |||||||||||
| 1503 WILDCAT VALLEY RD | WYLIE | TX | 75098 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| HOCKADAY SCHOOL | |||||||||||
| 11600 WLECH RD | DALLAS | TX | 75229 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 | ||||
| HORATIO ALGER ASSOCIATION | |||||||||||
| 99 CANAL CENTER PLAZA STE 320 | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | SUPPORT PROGRAM | $48,150 | ||||
| IF GIVEN A CHANCE | |||||||||||
| PO BOX 2607 | NAPA | CA | 94558 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | ||||
| JUSTIN-SIENA HIGH SCHOOL CORPORATE BOARD OF TRUSTEES INC | |||||||||||
| 4026 MAHER ST | NAPA | CA | 945582243 | NONE | 501(C)(3) | PROGRAM SUPPORT - EVENT | $25,000 | ||||
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||||||
| 9400 N CENTRAL EXPRESSWAY 1201 | DALLAS | TX | 75231 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,500 | ||||
| LATINO ARTS PROJECT | |||||||||||
| 1999 MCKINNEY AVE 1804 | DALLAS | TX | 75201 | NONE | 501(C)(3) | OPERATING SUPPORT | $1,000 | ||||
| LEGAL AID OF SONOMA COUNTY | |||||||||||
| 144 S STREET STE 100 | SANTA ROSA | CA | 95404 | NONE | 501(C)(3) | PROGRAM SUPPORT | $42,640 | ||||
| MAUI HEALTH FOUNDATION | |||||||||||
| 221 MAHALANI ST | WAILUKU | HI | 96793 | NONE | 501(C)(3) | ANNUAL SUPPORT | $10,900 | ||||
| MERIDIAN INTERNATIONAL CENTER | |||||||||||
| 1630 CRESCENT PLACE NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | PROGRAM SUPPORT | $25,000 | ||||
| MERRIMANS CULINARY SCHOLARSHIP | |||||||||||
| 65 1227 OPELO RD | KAMUELA | HI | 96743 | NONE | 501(C)(3) | MAUI FIRE RELIEF | $2,500 | ||||
| MOMENTOUS INSTITUTE | |||||||||||
| 106 EAST 10TH STREET | DALLAS | TX | 75203 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 | ||||
| NAPA CHILD DEVELOPMENT CENTER | |||||||||||
| 2590 1ST ST | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| NAPA EMERGENCY WOMEN'S SERVICES | |||||||||||
| 1141 PEAR TREE LANE STE 220 | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| NAPA HUMANE | |||||||||||
| 3265 CALIFORNIA BLVD | NAPA | CA | 94558 | NONE | 501(C)(3) | SUPPORT PROGRAM | $1,000 | ||||
| NAPA VALLEY COAD | |||||||||||
| 171 CARLOS DR | SAN RAFAEL | CA | 94903 | NONE | 501(C)(3) | COVID RELIEF | $1,000 | ||||
| NAPA VALLEY COMMUNITY FOUNDATION | |||||||||||
| 3299 CLAREMONT WAY 4 | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| NAPA VALLEY FESTIVAL ASSOCIATION | |||||||||||
| 1030 SEMINARY ST STE C | NAPA | CA | 94559 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 | ||||
| NAPA YOUTH SOCCER LEAGUE | |||||||||||
| 4219 SOLANO AVE | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM SUPPORT - EVENT | $5,000 | ||||
| NATIONAL ALLIANCE FOR PARTNERSHIPS IN EQUITY EDUCATION FOUNDATION INC (NAPE | |||||||||||
| 320 COMMONS DR SUITE 324 | PARKESBURG | PA | 19365 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 | ||||
| NATIONAL DEMOCRATIC INSTITUTE | |||||||||||
| 455 MASSACHUSETTS AVE STE 800 | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | PROGRAM SUPPORT | $24,810 | ||||
| NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION | |||||||||||
| 1905 E RANDOL MILL RD SUITE B | ARLINGTON | TX | 76011 | NONE | 501(C)(3) | PROGRAM SUPPORT | $200,000 | ||||
| NO KID HUNGER BY SHARE OUR STRENGTH | |||||||||||
| PO BOX 715475 SUITE 110 W | PHILADELPHIA | PA | 19171 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| NONPAREIL INSTITUTE | |||||||||||
| PO BOX 260652 | PLANO | TX | 75026 | NONE | 501(C)(3) | SCHOLARSHIP | $1,000 | ||||
| NORTH TEXAS BUSINESS COUNCL FOR THE ARTS | |||||||||||
| 8687 N CENTRAL EXPRESSWAY | DALLAS | TX | 75255 | NONE | 501(C)(3) | PROGRAM SUPPORT | $9,150 | ||||
| NORTHWESTERN UNIVERSITY | |||||||||||
| 1201 DAVIS ST 3RD FLOOR | EVANSTON | IL | 602084410 | NONE | 501(C)(3) | LIBRARY SUPPORT | $5,000 | ||||
| ODYSSEUS CHAMBER ORCHESTRA | |||||||||||
| 1011 THOMAS ST | DENTON | TX | 76201 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| PACIFIC PRIMARY | |||||||||||
| 1501 GROVE ST | SAN FRANCISCO | CA | 94117 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,500 | ||||
| PROMISE HOUSE | |||||||||||
| 224 W PAGE AVE | DALLAS | TX | 75208 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| QUALITY OF LIFE FOUNDATION METRO DALLAS | |||||||||||
| 500 NORTH AKARD ST 2600 | DALLAS | TX | 75201 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||
| RAINBOW DAYS INC | |||||||||||
| THREE FOREST PLAZA 12221 MERIT | DALLAS | TX | 75251 | NONE | 501(C)(3) | IMPACT GRANT | $1,000 | DRIVE SUITE 1700 | |||
| REDEEMED WOMEN | |||||||||||
| PO BOX 600623 | DALLAS | TX | 75360 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| REFRESH FRISCO | |||||||||||
| 124 ROSE LANE UNIT 405 | FRISCO | TX | 75034 | NONE | 501(C)(3) | PROGRAM SUPPORT - IMPACT GRANT | $1,000 | ||||
| RETINA FOUNDATION OF THE SOUTHWEST | |||||||||||
| PO BOX 824189 | DALLAS | TX | 753824189 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | ||||
| RISE ADVENTURES DBA RISE ADAPTIVE SPORTS | |||||||||||
| P O BOX 141122 | IRVING | TX | 75014 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| SONOMA COUNTY VINTERS FOUNDATION | |||||||||||
| 400 AVIATION BLVD 500 | SANTA ROSA | CA | 95403 | NONE | 501(C)(3) | FUNDRAISER SUPPORT | $10,000 | ||||
| SOUL TEA FOUNDATION | |||||||||||
| 5401 STONELAKE DR | HALTOM CITY | TX | 76137 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| SPARK | |||||||||||
| 1409 S LAMAR ST STE 004 | DALLAS | TX | 75215 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| SPROUTS COOKING CLUB | |||||||||||
| 1 MANDALAY PLACE UNIT 1503 | SOUTH SAN FRANCISCO | CA | 94080 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| ST JUDES CHILDREN'S RESERCH HOSPITAL | |||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | GENERAL SUPPORT | $250 | ||||
| ST HELENA FARMERS MARKET | |||||||||||
| PO BOX 70 | ST HELENA | CA | 94574 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| ST MARKS SCHOOL OF TEXAS | |||||||||||
| 10600 PRESTON TD | DALLAS | TX | 75230 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 | ||||
| STANFORD GRADUATE SCHOOL OF BUSINESS | |||||||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | NONE | 501(C)(3) | SUPPORT PROGRAM-GRADUATE SCHOOL | $2,500 | ||||
| TEXAS BALLET THEATER | |||||||||||
| 1540 MALL CIRCLE | FORT WORTH | TX | 76116 | NONE | 501(C)(3) | EMERGENCY SUPPORT | $1,000 | ||||
| THE ARTIST OUTREACH | |||||||||||
| 10000 NORTH EXPRESSWAY SUITE 400 | DALLAS | TX | 75231 | NONE | 501(C)(3) | PROGRAM SUPPPORT | $1,000 | ||||
| THE BIRTHDAY PARTY PROJECT | |||||||||||
| 2143 FARRINGTON ST | DALLAS | TX | 75207 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,000 | ||||
| THE CONCILIO | |||||||||||
| 650 FORT WORTH AVE STE 250 | DALLAS | TX | 75208 | NONE | 501(C)(3) | PROGRAM SUPPORT - EVENT | $3,400 | ||||
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | 501(C)(3) | PROGRAM SUPPORT | $500 | ||||
| UNIVERSITY OF TEXAS FOUNDATION | |||||||||||
| P O BOX 250 | AUSTIN | TX | 78767 | NONE | 501(C)(3) | PROGRAM SUPPORT | $150,000 | ||||
| UPVALLEY FAMILY CENTERS | |||||||||||
| 1440 SPRING ST | ST HELENA | CA | 94574 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | ||||
| WORLD AFFAIRS COUNCIL OF DALLAS FORT WORTH | |||||||||||
| 325 N SAINT PAUL ST STE 4200 | DALLAS | TX | 75201 | NONE | 501(C)(3) | PROGRAM SUPPORT - EVENT | $18,310 | ||||
| YOUTH BELIEVING IN CHANGE | |||||||||||
| 8574 STULTS ROAD | DALLAS | TX | 75243 | NONE | 501(C)(3) | PROGRAM SUPPORT - COVID DEFICIT | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $966,860 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $72,958 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $63,817 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $173,015 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$15,534 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $294,256 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $294,256 | 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 | 3 | LineNumberTxt |
| Relationship Statement | INTEREST INCOME EXCLUDED, USED FOR CHARITABLE CONTRIBUTIONS | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,956 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN PARTNERSHIPS | Desc |
| BOY Book Value | $1,462,458 | BOYBookValueAmt |
| EOY Book Value | $968,885 | EOYBookValueAmt |
| EOYFMV | $1,062,735 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCISE TAX | $4,536 |
| NONDEDUCTIBLE EXPENSES | $5,190 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER AND OFFICE SUPPLIES | $11,858 | $0 | $0 |
| PAYROLL SERVICE FEE | $8,604 | $0 | $0 |
| FLOWTHRU FROM PARTNERSHIP | $36,369 | $36,369 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FLOWTHRU FROM PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $173,015 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $173,015 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $173,015 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $8,204 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |