CAROL J & R DENNY ALEXANDER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CAROL J & R DENNY ALEXANDER FOUNDATION (EIN 75-2769254)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-01
- IRS object ID
- 202520919349100037
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-01T15:51:49-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752769254 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL J AND R DENNY ALEXANDER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | 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 | 2025-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,629,929 | 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 | $96,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,120 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $299,542 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $551,618 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $299,542 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $395,662 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $395,662 | 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 | $2,497 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,247 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,164 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,164 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,414 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,414 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,847 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $271,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $392,248 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $999,382 | CashBOYAmt |
| Cash EOY | $1,422,634 | CashEOYAmt |
| Cash EOYFMV | $1,422,634 | CashEOYFMVAmt |
| Corporate Stock BOY | $106,548 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $537,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $644,047 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $594,855 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $670,291 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $953 | OtherAssetsBOYAmt |
| Other Assets EOY | $4 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,750,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,022,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,629,929 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $43,326 | CapitalStockBOYAmt |
| Capital Stock EOY | $43,326 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,707,604 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,979,005 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,750,930 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,022,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,750,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,022,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,750,930 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $271,401 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,022,331 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,022,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $551,618 | GrossSalesPriceAmt |
| Cost Or Other Basis | $252,076 | CostOrOtherBasisAmt |
| Gain Or Loss | $299,542 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $299,542 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $299,542 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,452 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,452 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,452 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,854 | 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 | $3,854 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,598 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL J ALEXANDER | ||||||||
| 2928 ALTON ROAD | FORT WORTH | TX | 76109 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| R DENNY ALEXANDER | ||||||||
| 2928 ALTON ROAD | FORT WORTH | TX | 76109 | TRUSTEE | 5.00 | $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 | $1,335,735 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,144,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,480,381 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,480,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,443,175 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,452 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,452 | TotalTaxAmt |
| Distributable Before Adj | $116,707 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,707 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,707 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,847 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $118,847 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,819 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,847 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,819 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,028 | 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 | $60,679 | 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 | CAROL J ALEXANDER | ContributingManagerNm |
| 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACH CHILD AND FAMILY SERVICES | |||||||
| 3712 WICHITA STREET | FORT WORTH | TX | 76119 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $8,100 |
| ALLIANCE FOR CHILDREN | |||||||
| 3609 MARQUITA DRIVE | FORT WORTH | TX | 76116 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| BLUE DIAMOND RECREATION | |||||||
| 6805 GLEN MEADOW DRIVE | FORT WORTH | TX | 76132 | N/A | PRIVATE FOUNDATION | GENERAL SUPPORT | $5,000 |
| CENTER FOR TRANSFORMING LIVES | |||||||
| 512 W 4TH STREET | FORT WORTH | TX | 76102 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| COMMUNITY FOOD BANK | |||||||
| 3000 GALVEZ AVENUE | FORT WORTH | TX | 76111 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVENUE 1100 N | BETHESDA | MD | 20814 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| FORT WORTH COUNTRY DAY SCHOOL | |||||||
| 4200 COUNTRY DAY LANE | FORT WORTH | TX | 76109 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,500 |
| FORT WORTH MUSEUM OF SCIENCE & HISTORY | |||||||
| 1600 GENDY STREET | FORT WORTH | TX | 76107 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| FORT WORTH REPORT | |||||||
| 2700 WEISENBERGER | FORT WORTH | TX | 76107 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| FORT WORTH ZOO | |||||||
| 1989 COLONIAL PARKWAY | FORT WORTH | TX | 76110 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| HILLTOP ADVENTURES | |||||||
| 6325 HURST STREET | HOUSTON | TX | 77008 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| NORTH HOLLYWOOD GROUP | |||||||
| 4849 VAN NUYS BOULEVARD SUITE 103 | SHERMAN OAKS | CA | 91403 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| NORTH TEXAS COMMUNITY FOUNDATION | |||||||
| 777 MAIN STREET SUITE 2850 | FORT WORTH | TX | 76102 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 6464 JOHN RYAN DRIVE | FORT WORTH | TX | 76132 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| PRESBYTERIAN MANOR FOUNDATION | |||||||
| 4600 TAFT BOULEVARD | WICHITA FALLS | TX | 76308 | N/A | SUPPORTING ORGANIZAT | GENERAL SUPPORT | $500 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,500 |
| TARRANT AREA FOOD BANK | |||||||
| 2600 CULLEN STREET | FORT WORTH | TX | 76107 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| TCU BOX 297045 | FORT WORTH | TX | 76129 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,700 |
| THE DALLAS FOUNDATION | |||||||
| 3000 PEGASUS PARK DRIVE 930 | DALLAS | TX | 76116 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| THE FIRST TEE OF FORT WORTH | |||||||
| PO BOX 4767 | FORT WORTH | TX | 76164 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| THE WOMEN'S CENTER | |||||||
| 1723 HEMPHILL | FORT WORTH | TX | 76110 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| TRANS-MISS TURF SCHOLARSHIP FUND | |||||||
| 4475 TRINITY MILLS SUITE 702526 | DALLAS | TX | 75287 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| UNIVERSITY CHRISTIAN CHURCH | |||||||
| 2720 S UNIVERSITY DRIVE | FORT WORTH | TX | 76109 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $70,100 |
| UNIVERSITY LITTLE LEAGUE | |||||||
| PMB 162 3000 S HULEN 124 | FORT WORTH | TX | 76109 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| USGA FOUNDATION | |||||||
| 77 LIBERTY CORNER ROAD | LIBERTY CORNER | NJ | 07938 | N/A | SUPPORTING ORGANIZAT | GENERAL SUPPORT | $1,000 |
| USSGA MEMORIAL FUND | |||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| WOMEN'S CENTER OF TARRANT COUNTY | |||||||
| 1723 HEMPHILL STREET | FORT WORTH | TX | 76110 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,600 | 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 | $96,120 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $299,542 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $395,662 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $395,662 | 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 | $2,497 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,247 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 4000 CULLEN FROST BANKERS | StockNm |
| EOY Book Value | $4,838 | EOYBookValueAmt |
| EOYFMV | $537,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2000 INVESCO EXCH TRADED FD | AT COST | $35,940 | $40,960 |
| 2700 VANGUARD INTL EQUITY IND | AT COST | $141,994 | $171,369 |
| 2200 VANGUARD INTL EQUITY IND | AT COST | $137,000 | $156,288 |
| 4600 VANGUARD INTL EQUITY IND | AT COST | $178,747 | $202,584 |
| 500 VANGUARD SMALL CAP VALUE ETF | AT COST | $101,174 | $99,090 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $953 | BOYBookValueAmt |
| EOY Book Value | $4 | EOYBookValueAmt |
| EOYFMV | $4 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,164 | $2,164 | $0 |
| EXCISE TAXES | $2,000 | $0 | $0 |