ROBERT D & CATHERINE R ALEXANDER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ROBERT D & CATHERINE R ALEXANDER FOUNDATION (EIN 75-6012124)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-04-10
IRS object ID: 202431019349101308
Schema version: 2023v5.0
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
Accounting Fees Schedule
General Explanation Attachment
Investments Other Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-04-10T19:33:03-05:00	ReturnTs
Tax Period End	2023-12-31	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	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	756012124	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT D AND CATHERINE R ALEXANDER	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ROBE	BusinessNameControlTxt
Phone	8179942047	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2830 S HULEN STREET 831	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76109	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	R DENNY ALEXANDER	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	8179942047	PhoneNum
Signature	2024-04-04	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	R	PersonFirstNm
Person Last	DENNY ALEXANDER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	EMILY LANDRY	PreparerPersonNm
PTIN	P01614538	PTIN
Phone	8172599100	PhoneNum

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	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	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	$6,087,115	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	$170,778	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$170,778	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$107,650	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$361,627	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$107,650	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$10,539	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$10,539	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$267,889	TotalRevAndExpnssAmt
Total Net Invst Incm	$267,889	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$16,485	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$12,364	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$4,121	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$43,691	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$43,691	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$23,620	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$23,607	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$890	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$890	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$84,686	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$79,662	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$5,011	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$370,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$370,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$455,186	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$79,662	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$375,511	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$187,297	ExcessRevenueOverExpensesAmt
Net Investment Income	$188,227	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$12,794	CashBOYAmt
Cash EOY	$6,726	CashEOYAmt
Cash EOYFMV	$6,726	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$801,132	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$742,874	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$742,874	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$4,909,578	OtherInvestmentsBOYAmt
Other Investments EOY	$4,785,205	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$5,336,562	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$891	OtherAssetsBOYAmt
Other Assets EOY	$953	OtherAssetsEOYAmt
Other Assets EOYFMV	$953	OtherAssetsEOYFMVAmt
Total Assets BOY	$5,724,395	TotalAssetsBOYAmt
Total Assets EOY	$5,535,758	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,087,115	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$2,335,805	CapitalStockBOYAmt
Capital Stock EOY	$2,335,805	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$3,388,590	RetainedEarningBOYAmt
Retained Earning EOY	$3,199,953	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,724,395	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,535,758	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,724,395	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,535,758	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,724,395	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$187,297	ExcessRevenueOverExpensesAmt
Other Increases	$3,884	OtherIncreasesAmt
Subtotal	$5,540,982	SubtotalAmt
Other Decreases	$5,224	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,535,758	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
PUBLICLY TRADED SECURITIES	P	2023-01-01	2023-12-31	$904	$904	$904
PUBLICLY TRADED SECURITIES	P	2022-01-01	2023-12-31	$255,292	$2,436	$2,436	$252,856
THE WINDACRE DOMESTIC PARTNERSHIP LP	P	2023-01-01	2023-12-31	$45,937	$45,937	$45,937
THE WINDACRE DOMESTIC PARTNERSHIP LP	P	2019-01-01	2023-12-31	$56,001	$56,001	$56,001
TWIN LIONS PARTNERSHIP LP	P	2023-01-01	2023-12-31		-$1,121	-$1,121	$1,121
TWIN LIONS PARTNERSHIP LP	P	2022-01-01	2023-12-31	$3,254	$3,254	$3,254
RAGING CAPITAL OFFSHORE LP	P	2023-01-01	2023-12-31	$6	$6	$6
RAGING CAPITAL OFFSHORE LP	P	2023-01-01	2023-12-31	$233	$233	$233

Field	Value	IRS element (for citing)
Capital Gain Net Income	$107,650	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,616	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,616	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,616	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,107	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	$2,107	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$509	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	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	R DENNY ALEXANDER	IndividualWithBooksNm
Phone	8179942047	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2830 S HULEN STREET SUITE 831	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76109	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

Field	Value	IRS element (for citing)
Person	R DENNY ALEXANDER	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2830 S HULEN STREET 831	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76109	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	10.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

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	$5,116,643	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$857,389	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,974,032	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,974,032	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$89,610	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,884,422	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$294,221	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$294,221	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,616	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,616	TotalTaxAmt
Distributable Before Adj	$291,605	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$291,605	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$291,605	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$375,511	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$375,511	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$291,605	DistributableAsAdjustedAmt
Undistributed Income PY	$104,006	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$375,511	QualifyingDistributionsAmt
Applied To Year1	$104,006	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$271,505	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	$20,100	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	R DENNY ALEXANDER	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	R DENNY ALEXANDER	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2830 S HULEN STREET SUITE 831	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76109	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8179942047	RecipientPhoneNum
Form And Info And Materials	ORGANIZATIONS SHOULD SUBMIT WRITTEN APPLICATIONS OR LETTERS.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NO CONTRIBUTIONS OR GRANTS ARE MADE TO INDIVIDUALS AND THERE IS A STRONG PREFERENCE FOR ORGANIZATIONS LOCATED IN FORT WORTH, TEXAS.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BEN HOGAN FOUNDATION
PO BOX 12518	FORT WORTH	TX	76121	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,000
BOTANICAL RESEARCH INSTITUTE OF TEXAS
1700 UNIVERSITY DRIVE	FORT WORTH	TX	76107	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$500
BOYS & GIRLS CLUBS OF GREATER FORT WORTH
1500 HEMPHILL STREET	FORT WORTH	TX	76104	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
CATO INSTITUTE
1000 MASSACHUSETTS AVENUE NW	WASHINGTON	DC	20001	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
COOK CHILDREN'S MEDICAL CENTER
801 SEVENTH AVENUE	FORT WORTH	TX	76104	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$50,000
DRC SOLUTIONS
1100 E LANCASTER AVENUE	FORT WORTH	TX	76102	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
FORT WORTH MUSEUM OF SCIENCE & HISTORY
1600 GENDRY STREET	FORT WORTH	TX	76107	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$25,000
FORT WORTH REPORT
2003 8TH AVENUE 300	FORT WORTH	TX	76110	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
FORT WORTH SYMPHONY ORCHESTRA
330 E FOURTH STREET 200	FORT WORTH	TX	76102	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,000
HOPE FARM
865 E RAMSAY AVENUE	FORT WORTH	TX	76104	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
INDEPENDENT INSTITUTE
100 SWAN WAY 200	OAKLAND	CA	94621	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
KERA
3000 HARRY HINES BOULEVARD	DALLAS	TX	75201	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,500
LAYLA ROSE RANCH
123 WINDMILL ROAD	ALEDO	TX	76008	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
LIGHTHOUSE FOR THE BLIND
912 W BROADWAY AVENUE	FORT WORTH	TX	76104	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
NORTH TEXAS COMMUNITY FOUNDATION
306 W 7TH STREET 1045	FORT WORTH	TX	76102	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
PEDIATRIC VISION RESEARCH DIAGNOSTIC CENTER
321 S HENDERSON STREET	FORT WORTH	TX	76104	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
RONALD MCDONALD HOUSE
400 S ZANG BOULEVARD 620	DALLAS	TX	75208	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
TEXAS BALLET THEATER
1640 MALL CIRCLE	FORT WORTH	TX	76116	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$2,000
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 297044	FORT WORTH	TX	76129	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$20,000
TEXAS HEALTH RESOURCES FOUNDATION
612 E LAMAR BOULEVARD 300	ARLINGTON	TX	76011	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
THE FIRST TEE OF FORT WORTH
PO BOX 4767	FORT WORTH	TX	76164	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$1,500
THE WARM PLACE
809 LIPSCOMB STREET	FORT WORTH	TX	76104	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$11,500
UNION GOSPEL MISSION
1331 E LANCASTER AVENUE	FORT WORTH	TX	76102	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$15,000
UNITED WAY OF TARRANT COUNTY
1500 N MAIN STREET 200	FORT WORTH	TX	76164	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
UNIVERSITY CHRISTIAN CHURCH
2720 S UNIVERSITY DRIVE	FORT WORTH	TX	76109	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$180,000
YMCA OF METROPOLITAN FORT WORTH
512 LAMAR STREET 400	FORT WORTH	TX	76102	N/A	PUBLIC CHARITY	GENERAL SUPPORT	$11,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$370,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$170,778	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$107,650	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER PARTNERSHIP INCOME	Desc
Business	900099	BusinessCd
Exclusion	14	ExclusionCd
Exclusion	-$10,539	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$267,889	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$267,889	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$16,485	Amt
Net Investment Income	$12,364	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$4,121	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, LINE G	FormAndLineReferenceDesc
Medium Explanation	THIS FORM 990-PF HAS BEEN AMENDED TO INCLUDE INCOME FROM RAGING CAPITAL FUND (QP), LP. THIS AMENDED RETURN ADJUSTS DIVIDEND INCOME, NET SHORT-TERM CAPITAL GAIN, NET LONG-TERM CAPITAL GAIN, OTHER INCOME, OTHER DEDUCTIONS, AND THE BALANCE OF THE INVESTMENT ASSET.	MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
EQUITY ETFS	AT COST	$1,642,623	$1,970,784
COMMON STOCKS	AT COST	$389,279	$612,475
THE WINDACRE DOMESTIC PARTNERSHIP LP	AT COST	$2,289,831	$2,289,831
TWIN LIONS PARTNERSHIP LP	AT COST	$456,267	$456,267
RAGING CAPITAL OFFSHORE LP	AT COST	$7,205	$7,205

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DIVIDENDS RECEIVABLE	Desc
BOY Book Value	$891	BOYBookValueAmt
EOY Book Value	$953	EOYBookValueAmt
EOYFMV	$953	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAINS AND LOSSES	Desc
Amt	$5,224	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	SUBSCRIPTIONS	Desc
Revenue And Expenses Per Books	$890	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$890	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER PARTNERSHIP INCOME	Desc
Revenue And Expenses Per Books	-$10,539	RevenueAndExpensesPerBooksAmt
Net Investment Income	-$10,539	NetInvestmentIncomeAmt
Adjusted Net Income	-$10,539	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NONDIVIDEND DISTRIBUTIONS	Desc
Amt	$3,884	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	CONSULTING FEES	CategoryTxt
Amt	$43,691	Amt
Net Investment Income	$43,691	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES	$13	$0	$0
FOREIGN TAXES	$23,607	$23,607	$0