VIRGINIA CLAY DORMAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VIRGINIA CLAY DORMAN FOUNDATION (EIN 46-1626857)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-26
- IRS object ID
- 202401789349100810
- Schema version
- 2023v5.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-26T12:17:45-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752795393 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JTAYLOR & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4800 OVERTON PLAZA SUITE 360 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761094430 | 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 | 461626857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA CLAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRG | BusinessNameControlTxt |
| Phone | 8174231981 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6716 WEST DOVER TERRACE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76132 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA CLAY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8174231981 | PhoneNum |
| Signature | 2024-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VIRGINIA | PersonFirstNm |
| Person Last | CLAY | 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 | SARAH CALDWELL | PreparerPersonNm |
| PTIN | P01263192 | PTIN |
| Phone | 8179245900 | PhoneNum |
| Preparation | 2024-06-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,899,320 | 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 | $23,715 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,715 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $402,605 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $402,605 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,772,765 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,806 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $554 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $554 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $484,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $484,680 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,203 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,602 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,602 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20,764 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,114 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $82,843 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80,104 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,740 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $116,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,820 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,342 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,750,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,750,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,866,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,820 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,762,342 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,382,130 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $391,860 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $312,905 | CashBOYAmt |
| Cash EOY | $232,618 | CashEOYAmt |
| Cash EOYFMV | $232,618 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,075,901 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $457,326 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $457,326 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $16,023,604 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,335,893 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,209,376 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,412,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,025,837 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,899,320 | 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 | $17,412,410 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,025,837 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,412,410 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,025,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,412,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,025,837 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,412,410 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,382,130 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,030,280 | SubtotalAmt |
| Other Decreases | $4,443 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,025,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BANK OF AMERICA #9500 - SEE ATTACHED | P | $1,016,470 | $1,021,838 | -$5,368 | -$5,368 |
| BANK OF AMERICA #9500 - SEE ATTACHED | P | $2,705,648 | $2,693,121 | $12,527 | $12,527 |
| BANK OF AMERICA #9500 - SEE ATTACHED | P | $50,647 | $50,647 | $50,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,806 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,447 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,447 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,447 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,840 | 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 | $19,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,393 | OverpaymentAmt |
| Applied To ES Tax | $14,393 | 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 | 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 | VIRGINIA CLAY | IndividualWithBooksNm |
| Phone | 8174231981 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6716 WEST DOVER TERRACE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76132 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA CLAY | ||||||||
| 6716 WEST DOVER TERRACE | FORT WORTH | TX | 76132 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| KAREN PATTERSON VARGAS | ||||||||
| 6674 TRINITY HEIGHTS BOULEVARD | FORT WORTH | TX | 76132 | DIRECTOR | 0.50 | $2,000 | $0 | $0 |
| MICHAEL ALAN PATTERSON | ||||||||
| 7028 OAKMONT TERRACE | FORT WORTH | TX | 76132 | DIRECTOR | 0.50 | $2,000 | $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 | $20,789,473 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $991,359 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,780,832 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,780,832 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $326,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,454,120 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,072,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,072,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,447 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,447 | TotalTaxAmt |
| Distributable Before Adj | $1,067,259 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,067,259 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,067,259 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,762,342 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,762,342 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,067,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $411,650 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,762,342 | QualifyingDistributionsAmt |
| Applied To Year1 | $411,650 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,067,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $283,433 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $283,433 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $283,433 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $283,433 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIRGINIA CLAY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VIRGINIA CLAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6716 WEST DOVER TERRACE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8174231981 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION SHOULD INCLUDE 1)DATE, 2)NAME OF ORGANIZATION, 3)DATE ORGANIZATION BEGAN, 4)STREET ADDRESS, 5)MAILING ADDRESS (IF OTHER THAN STREET ADDRESS), 6)CITY, STATE, ZIP, 7)EXECUTIVE DIRECTOR, 8) NAME & TITLE OF CONTACT PERSON, 9)TELEPHONE NUMBER, 10)FAX NUMBER, 11)EMAIL ADDRESS, 12)AMOUNT OF CURRENT REQUEST, 13)BRIEF DESCRIPTION OF REQUEST, 14)TOTAL PROJECT COSTS, 15)MOST RECENT FUNDING RECEIVED DATE AND AMOUNT, 16)PROBABLE DATE PROJECT ENDS, 17)TAX EXEMPT NUMBER. PLEASE INCLUDE: 1)ON ONE PAGE OR LESS A DESCRIPTION OF YOUR ORGANIZATION'S MISSION STATEMENT; MAY ALSO INCLUDE PURPOSE, GOALS AND MAJOR ACCOMPLISHMENTS, 2)ON ONE PAGE OR LESS A DESCRIPTION AND NEED FOR THE PROPOSED PROGRAM/PROJECT INCLUDING NUMBER OF PEOPLE IT WILL BENEFIT, 3)A COPY OF THE ORGANIZATION'S IRS EXEMPT LETTER, 4)LIST OF MAJOR CONTRIBUTORS AND MATCHING GRANTS, 5)LIST OF TRUSTEES OR BOARD OF DIRECTORS, 6)THE MOST RECENT AUDIT OR FINANCIAL STATEMENT, AND 7)SIGNATURE OF EXECUTIVE DIRECTOR ON FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 1 - SEPTEMBER 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A INQUIRIES SHOULD BE DIRECTED TO VCLAY2012@GMAIL.COM. PLEASE STATE NAME, ORGANIZATION, TELEPHONE NUMBER AND YOUR QUESTION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL SAIINTS HEALTH FOUNDATION BAYLOR SCOTT AND WHITE | ||||||
| 1400 8TH AVE | FORT WORTH | TX | 76104 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $100,000 |
| COOK CHILDREN'S HEALTH FOUNDATION | ||||||
| 801 7TH AVE | FORT WORTH | TX | 76104 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $150,000 |
| FORT WORTH PREGNANCY CENTER | ||||||
| 3221 CLEBURNE RD | FORT WORTH | TX | 76110 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $20,000 |
| GLADNEY CENTER FOR ADOPTION | ||||||
| 6300 JOHN RYAN DR | FORT WORTH | TX | 76132 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $10,000 |
| KIMBELL ART MUSEUM | ||||||
| 3333 CAMP BOWIE | FORT WORTH | TX | 76107 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $50,000 |
| LIGHTHOUSE FOR THE BLIND | ||||||
| 912 W BROADWAY AVE | FORT WORTH | TX | 76104 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $63,000 |
| MODERN ART MUSEUM | ||||||
| 3200 DARNELL ST | FORT WORTH | TX | 76107 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $50,000 |
| RIVERTREE ACADEMY | ||||||
| 5439 BONNELL AVE | FORT WORTH | TX | 76107 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $16,000 |
| RONALD MCDONALD HOUSE | ||||||
| 1001 8TH AVE | FORT WORTH | TX | 76104 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $5,000 |
| SOUTHWEST CHRISTIAN SCHOOL | ||||||
| 6801 DAN DANCIGER RD | FORT WORTH | TX | 76133 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $650,000 |
| TARRANT AREA FOOD BANK | ||||||
| 2525 CULLEN ST | FORT WORTH | TX | 76107 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $50,000 |
| TCU COLLEGE OF EDUCATION KINDERFROG PROGRAM | ||||||
| 2805 STADIUM DRIVE | FORT WORTH | TX | 76109 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $25,000 |
| TCU HARRIS COLLEGE OF NURSING & HEALTH SCIENCES | ||||||
| 2800 W BOWIE ST | FORT WORTH | TX | 76109 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $100,000 |
| TCU NEELEY SCHOOL OF BUSINESS | ||||||
| 2900 LUBBOCK AVE | FORT WORTH | TX | 76109 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $100,000 |
| TEXAS HEALTH RESOURCES FOUNDATION | ||||||
| 612 E LAMAR BLVD STE 300 | ARLINGTON | TX | 76011 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $150,000 |
| THE WOMEN'S CENTER OF TARRANT COUNTY | ||||||
| 1723 HEMPHILL ST D | FORT WORTH | TX | 76110 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $5,000 |
| UNION GOSPEL MISSIONS OF TARRANT CITY | ||||||
| 1321 E LANCASTER AVE | FORT WORTH | TX | 76102 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $50,000 |
| UNIVERSITY OF TEXAS AT ARLINGTON COLLEGE OF BUSINESS | ||||||
| 701 S NEDDERMAN DR | ARLINGTON | TX | 76109 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $150,000 |
| HOPE FARM | ||||||
| 865 E RAMSEY AVE | FORT WORTH | TX | 76104 | UNRELATED | FURTHER THE EXEMPT PURPOSE OF THE RECEIPIENT | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,750,000 | 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 | $23,715 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $402,605 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,806 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FOREIGN TAX REFUND | 01 | $369 |
| CLASS ACTION SETTLEMENTS | 01 | $185 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $484,680 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $484,680 | 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 | $7,203 | Amt |
| Net Investment Income | $3,602 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,602 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART IV, LINE 1A. | FormAndLineReferenceDesc |
| Medium Explanation | ATTACHMENT INCLUDED TO PROVIDE GAIN/LOSS DETAIL. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITIES | AT COST | $10,302,382 | $17,370,513 |
| FIXED INCOME | AT COST | $3,333,341 | $3,179,123 |
| HEDGE FUNDS | AT COST | $1,075,866 | $1,104,466 |
| TANGIBLE ASSETS | AT COST | $624,304 | $555,274 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER BASIS ADJUSTMENT | Desc |
| Amt | $4,443 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,479 | $2,740 | $2,740 |
| BANK FEES | $52,147 | $52,147 | $0 |
| INVESTMENT EXPENSE | $21,016 | $21,016 | $0 |
| WHFIT EXPENSES | $4,201 | $4,201 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX REFUND | $369 | $369 | $369 |
| CLASS ACTION SETTLEMENTS | $185 | $185 | $185 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $9,114 | $9,114 | $0 |
| INCOME TAXES | $11,650 | $0 | $0 |