THE MORRIS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE MORRIS FOUNDATION (EIN 75-2137184)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-04
- IRS object ID
- 202432489349100528
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-04T16:14:26-05:00 | 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 | 752137184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MORRIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 8179849802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 W 7TH ST STE 245 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH BRANDS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8179849802 | PhoneNum |
| Signature | 2024-08-28 | 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 | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $240,497,150 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,886 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,837,945 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,837,945 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,159,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,332,297 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,159,918 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$238,830 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,767,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,997,863 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $449,905 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,101 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $397,804 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $322,490 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,474 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $319,016 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $71,849 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $71,849 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,755 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,376 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,378 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,721 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $45,540 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,182 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $513,614 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $484,751 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,863 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,021,063 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,831 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $38,813 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $150 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $22 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $128 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,825 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,825 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,068 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $310 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,758 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $136,707 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,267 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $124,440 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,662,960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $600,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,019,074 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,328,872 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,328,872 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,991,832 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $600,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,347,946 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,223,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,397,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,162,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,537,890 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,537,890 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,771 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,771 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,771 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $8,517 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,216 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,216 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $199,758,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $224,300,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $224,300,905 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,528,763 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,403,471 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,403,471 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $297,316 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $279,215 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $56,914 | LandBOYAmt |
| Land EOY | $18,101 | LandEOYAmt |
| Land EOYFMV | $18,101 | LandEOYFMVAmt |
| Other Assets BOY | $4,080,938 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,232,796 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,232,796 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $219,596,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $240,497,150 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $240,497,150 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $78,857 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $647,974 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,212,035 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,000,957 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $102,378 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $41,795 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,393,270 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,690,726 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,462,876 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,462,876 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $212,740,043 | RetainedEarningBOYAmt |
| Retained Earning EOY | $233,343,548 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $216,202,919 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $236,806,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $219,596,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $240,497,150 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $216,202,919 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,223,913 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,827,418 | OtherIncreasesAmt |
| Subtotal | $236,806,424 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $236,806,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SECURITIES | 2022-01-01 | 2023-12-31 | $17,330,662 | $16,172,379 | $1,158,283 | $1,158,283 |
| OAK HILL CAPITAL PARTNERS V (ONSHORE FEEDER) LP | 2023-01-01 | 2023-12-31 | $1,376 | $1,376 | $1,376 | |
| OAK HILL CAPITAL PARTNERS V (ONSHORE FEEDER) LP | 2022-01-01 | 2022-12-31 | $259 | $259 | $259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,159,918 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88,919 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88,919 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $98,500 | 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 | $98,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,440 | EsPenaltyAmt |
| Overpayment | $8,141 | OverpaymentAmt |
| Applied To ES Tax | $8,141 | 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 | WWW.THEMORRISFOUNDATION-FW.COM | WebsiteAddressTxt |
| Individual With Books | ELIZABETH BRANDS | IndividualWithBooksNm |
| Phone | 8179849802 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3100 WEST 7TH ST | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH BRANDS | ||||||||
| 3100 W 7TH ST STE 245 | FORT WORTH | TX | 76107 | PRESIDENT AND CEO | 40.00 | $367,890 | $16,015 | $0 |
| LAURA LILES | ||||||||
| 3100 W 7TH ST STE 245 | FORT WORTH | TX | 76107 | TRUSTEE | 2.50 | $30,000 | $0 | $0 |
| MICHELLE PIOTROWSKI | ||||||||
| 3100 W 7TH ST STE 245 | FORT WORTH | TX | 76107 | TRUSTEE | 2.50 | $36,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KAITLIN GUTHROW | ||||||||
| 3100 W 7TH ST STE 245 | FORT WORTH | TX | 76102 | DIRECTOR OF PARTNERS | 40.00 | $199,799 | $3,528 | $0 |
| SOPHIE ELIZABETH PHILLIPS | ||||||||
| 3100 W 7TH ST STE 245 | FORT WORTH | TX | 76102 | DIRECTOR OF OPERATIO | 40.00 | $123,764 | $4,691 | $0 |
| CLAIRE ARMSTRONG | ||||||||
| 3100 W 7TH ST STE 245 | FORT WORTH | TX | 76102 | EXECUTIVE OPERATIONS | 40.00 | $63,436 | $2,126 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL W MCDONALD PC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 PARKVIEW DR STE 400 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | RENT | ServiceTypeTxt |
| Compensation | $54,690 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $218,374,478 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,356,179 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,116,533 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $224,847,190 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $224,847,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,372,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $221,474,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,073,724 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,073,724 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,919 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88,919 | TotalTaxAmt |
| Distributable Before Adj | $10,984,805 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,984,805 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,984,805 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,347,946 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,347,946 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,984,805 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,029,167 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,347,946 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,029,167 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,318,779 | 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 | $8,666,026 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AB CHRISTIAN LEARNING CENTER | |||||||
| PO BOX 51078 | FORT WORTH | TX | 76105 | NONE | PUBLIC | OUT OF SCHOOL (OST) STAFFING INITIATIVE | $12,500 |
| AB CHRISTIAN LEARNING CENTER | |||||||
| PO BOX 51078 | FORT WORTH | TX | 76105 | NONE | PUBLIC | AB CHRISTIAN LEARNING CENTER OUT OF SCHOOL TIME PROGRAMS 2023 | $50,000 |
| ACH CHILD AND FAMILY SERVICES | |||||||
| 3712 WICHITA STREET | FORT WORTH | TX | 76119 | NONE | PUBLIC | INNOVATIONS IN CARE: RESIDENTIAL TREATMENT CENTER | $100,000 |
| ACH CHILD AND FAMILY SERVICES | |||||||
| 3712 WICHITA STREET | FORT WORTH | TX | 76119 | NONE | PUBLIC | MORRIS HOME - WEDGWOOD TRANSITIONAL LIVING PROGRAM | $100,000 |
| AIDS OUTREACH CENTER | |||||||
| 400 NORTH BEACH STREET 100 | FORT WORTH | TX | 76111 | NONE | PUBLIC | GEISEL-MORRIS DENTAL CLINIC | $100,000 |
| ALL SAINTS HEALTH FOUNDATION DBA BAYLOR SCOTT & WHITE | |||||||
| 1400 EIGHT AVENUE | FORT WORTH | TX | 76104 | NONE | PUBLIC | GRADUATE MEDICAL EDUCATION FQHC ROTATION SUPPORT | $80,000 |
| ALLIANCE FOR CHILDREN INC | |||||||
| 3609 MARQUITA DRIVE | FORT WORTH | TX | 76116 | NONE | PUBLIC | REBUILDING LIVES: ALLIANCE FOR CHILDREN CAPITAL CAMPAIGN | $200,000 |
| ALLIANCE FOR CHILDREN INC | |||||||
| 3609 MARQUITA DRIVE | FORT WORTH | TX | 76116 | NONE | PUBLIC | SUPPORT FOR TARRANT COUNTY VICTIMS OF CHILD ABUSE | $75,000 |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||
| 225 NORTH MICHIGAN AVENUE 1700 | CHICAGO | IL | 60601 | NONE | PUBLIC | ALZ CARES (COMMUNITY ALLIANCES FOR RESOURCES, EDUCATION AND SUPPORT)-TARRANT COUNTY | $25,000 |
| AMON CARTER MUSEUM OF WESTERN ART | |||||||
| 3501 CAMP BOWIE BOULEVARD | FORT WORTH | TX | 76107 | NONE | PUBLIC | 2023 EARLY LEARNING PROGRAM | $15,000 |
| ARTES DE LA ROSA | |||||||
| 1440 N MAIN ST | FORT WORTH | TX | 76164 | NONE | PUBLIC | OUT OF SCHOOL (OST) STAFFING INITIATIVE | $15,000 |
| BAYLOR UNIVERSITY | |||||||
| ONE BEAR PLACE 97026 | WACO | TX | 76798 | NONE | PUBLIC | THE MORRIS FOUNDATION ENDOWED SCHOLARSHIP FUND IN EDUCATION IN MEMORY OF ALENE AND WARREN CHALKER | $137,500 |
| BOYS & GIRLS CLUBS OF GREATER TARRANT COUNTY | |||||||
| 3218 E BELKNAP STREET | FORT WORTH | TX | 76111 | NONE | PUBLIC | YOUTH SOCIAL-EMOTIONAL DEVELOPMENT SUPPORT | $125,000 |
| CAMP FIRE FIRST TEXAS | |||||||
| 2700 MEACHAM BOULEVARD | FORT WORTH | TX | 76137 | NONE | PUBLIC | OUT OF SCHOOL (OST) STAFFING INITIATIVE | $10,800 |
| CAMP FIRE FIRST TEXAS | |||||||
| 2700 MEACHAM BOULEVARD | FORT WORTH | TX | 76137 | NONE | PUBLIC | CAMP FIRE'S SCHOOL READINESS PROGRAM | $275,000 |
| CAMP SUMMIT INC | |||||||
| 17210 CAMPBELL ROAD 180-W | DALLAS | TX | 75252 | NONE | PUBLIC | CAMPERSHIP & FINANCIAL ASSISTANCE PROJECT FOR TARRANT COUNTY CAMPERS WITH DISABILITIES | $50,000 |
| CANCER CARE SERVICES | |||||||
| 623 SOUTH HENDERSON STREET | FORT WORTH | TX | 76104 | NONE | PUBLIC | JOURNEY OF HOPE | $80,000 |
| CASA OF TARRANT COUNTY | |||||||
| 101 SUMMIT AVENUE 505 | FORT WORTH | TX | 76102 | NONE | PUBLIC | CASA ADVOCACY FOR TARRANT COUNTY CHILDREN IN FOSTER CARE | $110,000 |
| CASSATA HIGH SCHOOL | |||||||
| 1400 HEMPHILL STREET | FORT WORTH | TX | 76104 | NONE | PUBLIC | CASSATA'S ACADEMIC MODEL: HELPING STUDENTS OVERCOME BARRIERS TO GRADUATION | $100,000 |
| CATHOLIC CHARITIES DIOCESE OF FORT WORTH INC | |||||||
| 249 W THORNHILL DRIVE | FORT WORTH | TX | 76115 | NONE | PUBLIC | PADUA | $150,000 |
| CENTER FOR TRANSFORMING LIVES | |||||||
| 512 W 4TH STREET | FORT WORTH | TX | 76102 | NONE | PUBLIC | EARLY CHILDHOOD EDUCATION & FULL DAY CARE FOR CHILDREN FROM LOW-INCOME OR HOMELESS FAMILIES | $75,000 |
| CHILD CARE ASSOCIATES | |||||||
| 3000 E BELKNAP STREET | FORT WORTH | TX | 76111 | NONE | PUBLIC | POLICY DIVISION AT CCA'S INSTITUTE TO ADVANCE CHILD CARE (IACC) | $275,000 |
| CLC INC | |||||||
| 555 N GRANTS LANE | FORT WORTH | TX | 76108 | NONE | PUBLIC | TRAINING AND EMPLOYMENT INITIATIVE | $35,000 |
| CNM | |||||||
| 6688 N CENTRAL EXPRESSWAY 1025 | DALLAS | TX | 75206 | NONE | PUBLIC | PROGRAM EVALUATION CONSULTING SERVICES FOR GREATER COMMUNITY IMPACT | $20,000 |
| COMMUNITIES FOUNDATION OF TEXAS INC | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | NONE | PUBLIC | 2023 NORTH TEXAS GIVING DAY | $235,755 |
| COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY | |||||||
| 5601 BRIDGE STREET 501 | FORT WORTH | TX | 76112 | NONE | PUBLIC | CASE MANAGEMENT FOR AT-RISK STUDENTS IN FORT WORTH ISD/COUNSELING AT FWISD FAMILY RESOURCE CENTERS | $75,000 |
| COMMUNITY FOOD BANK | |||||||
| 3000 GALVEZ AVENUE | FORT WORTH | TX | 76111 | NONE | PUBLIC | COMMERCIAL KITCHEN AND THANKSGIVING TURKEYS | $197,000 |
| COOK CHILDREN'S HEALTH FOUNDATION | |||||||
| 801 7TH AVENUE | FORT WORTH | TX | 76104 | NONE | PUBLIC | CHILD STUDY CENTER AT COOK CHILDREN'S THE DEVELOPMENTAL PEDIATRICS CLINIC | $75,000 |
| COOK CHILDREN'S HEALTH FOUNDATION | |||||||
| 801 7TH AVENUE | FORT WORTH | TX | 76104 | NONE | PUBLIC | COOK CHILDREN'S ALEXANDER VISION CENTER | $80,000 |
| COOK CHILDREN'S HEALTH FOUNDATION | |||||||
| 801 7TH AVENUE | FORT WORTH | TX | 76104 | NONE | PUBLIC | THE MORRIS FOUNDATION CENTER FOR INNOVATION IN CHILDREN'S HEALTH CAPITAL IMPROVEMENTS | $370,000 |
| COWTOWN CLUBHOUSE | |||||||
| 215 W LANCASTER AVENUE 1292 | FORT WORTH | TX | 76101 | NONE | PUBLIC | CLUBHOUSE WELLNESS PROGRAM | $30,000 |
| CRISTO REY FORT WORTH CATHOLIC HIGH SCHOOL | |||||||
| 2633 ALTAMESA BOULEVARD | FORT WORTH | TX | 76133 | NONE | PUBLIC | CORPORATE WORK STUDY PROGRAM AT CRISTO REY FORT WORTH COLLEGE PREP | $100,000 |
| EDUCATIONAL FIRST STEPS | |||||||
| 2815 GASTON AVENUE | DALLAS | TX | 75226 | NONE | PUBLIC | FOUR STEPS TO EXCELLENCE | $100,000 |
| EXPANCO INC | |||||||
| 3005 WICHITA COURT | FORT WORTH | TX | 76140 | NONE | PUBLIC | NEW STAFF POSITION - OPERATIONS MANAGER | $100,000 |
| FIRST 3 YEARS | |||||||
| 15851 DALLAS PARKWAY 106 | ADDISON | TX | 75001 | NONE | PUBLIC | SAFE BABIES TARRANT COUNTY | $30,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 800 W 5TH STREET | FORT WORTH | TX | 76102 | NONE | PUBLIC | FUMCFW COMMUNITY OUTREACH MINISTRIES/FIRST STREET METHODIST MISSION | $100,000 |
| FORT WORTH ADOLESCENT AND YOUNG ADULT ONCOLOGY COALITION | |||||||
| PO BOX 471332 | FORT WORTH | TX | 76147 | NONE | PUBLIC | PROGRAM | $100,000 |
| FORT WORTH AFFORDABILITY INC DBA FORT WORTH HOUSING SOLUTIONS | |||||||
| 1201 E 13TH STREET | FORT WORTH | TX | 76102 | NONE | PUBLIC | STOP SIX CHOICE NEIGHBORHOOD IMPLEMENTATION (SUPPORT PERMANENT SUPPORTIVE HOUSING CONSTRUCTION) | $200,000 |
| FORT WORTH COUNTRY DAY SCHOOL INC | |||||||
| 4200 COUNTRY DAY LANE | FORT WORTH | TX | 76109 | NONE | PUBLIC | BREAKTHROUGH FORT WORTH 2022-2023 | $20,000 |
| FORT WORTH MUSEUM OF SCIENCE AND HISTORY | |||||||
| 1600 GENDY STREET | FORT WORTH | TX | 76107 | NONE | PUBLIC | FAMILY MUSEUM NIGHT | $25,000 |
| FORTRESS YOUTH DEVELOPMENT CENTER | |||||||
| 1007 E TERRELL AVENUE | FORT WORTH | TX | 76104 | NONE | PUBLIC | FORTRESS PRESCHOOL, AFTER SCHOOL, AND PARENT ENGAGEMENT PROGRAMS | $25,000 |
| GILL CHILDREN'S SERVICES | |||||||
| 555 HEMPHILL STREET 200 | FORT WORTH | TX | 76104 | NONE | PUBLIC | GILL CHILDREN'S SERVICES | $50,000 |
| GIRLS INCORPORATED OF TARRANT COUNTY | |||||||
| 1226 E WEATHERFORD STREET | FORT WORTH | TX | 76102 | NONE | PUBLIC | SERVING GIRLS THROUGHOUT FORT WORTH | $50,000 |
| GUARDIANSHIP SERVICES INC | |||||||
| PO BOX 11481 | FORT WORTH | TX | 76110 | NONE | PUBLIC | MONEY MANAGEMENT FOR TARRANT COUNTY'S VULNERABLE ADULTS | $70,000 |
| HELPING RESTORE ABILITY | |||||||
| 4300 BELTWAY PLACE SUITE 130 | ARLINGTON | TX | 76018 | NONE | PUBLIC | MEDICAID PROGRAM EXPANSION THROUGH PARTNERSHIP WITH EQUALITY HEALTH | $50,000 |
| HOPE SUPPLY CO | |||||||
| 10480 SHADY TRAIL SUITE 104 | DALLAS | TX | 75220 | NONE | PUBLIC | CRITICAL NEEDS PROGRAM FOR HOMELESS AND AT-RISK CHILDREN IN TARRANT COUNTY | $35,000 |
| HUMANE SOCIETY OF NORTH TEXAS | |||||||
| 1840 EAST LANCASTER AVENUE | FORT WORTH | TX | 76103 | NONE | PUBLIC | HEIGHTENING OUR IMPACT- PATHWAY OUT OF HOMELESSNESS | $36,744 |
| IMMUNIZATION COLLABORATION OF TARRANT COUNTY | |||||||
| PO BOX 100192 | FORT WORTH | TX | 76185 | NONE | PUBLIC | LOW COST BACK TO SCHOOL VACCINE EVENTS AND COMMUNITY EDUCATION | $20,000 |
| JPS FOUNDATION | |||||||
| JPS FOUNDATION 1223 S MAIN ST | FORT WORTH | TX | 76104 | NONE | PUBLIC | ADOLESCENT INPATIENT UNIT BEHAVIORAL HEALTH | $100,000 |
| KEY SCHOOL | |||||||
| 534 HILLSMERE DR | ANNAPOLIS | MD | 21403 | NONE | PUBLIC | DATA-DRIVEN STRATEGIES AND CURRICULUM SUPPORT FOR STUDENTS WITH LEARNING DIFFERENCES | $35,000 |
| LENA POPE HOME INC | |||||||
| 3200 SANGUINET STREET | FORT WORTH | TX | 76107 | NONE | PUBLIC | LENA POPE EARLY LEARNING CENTERS TUITION ASSISTANCE FOR LOW-INCOME FAMILIES | $40,000 |
| LIGHTHOUSE FOR THE BLIND | |||||||
| 912 W BROADWAY | FORT WORTH | TX | 76104 | NONE | PUBLIC | LIGHTHOUSE ASSISTIVE TECHNOLOGY EVALUATION CENTER (ATEC) | $29,900 |
| MEALS ON WHEELS INC OF TARRANT COUNTY | |||||||
| 5740 AIRPORT FREEWAY | FORT WORTH | TX | 76117 | NONE | PUBLIC | NUTRITION PROGRAM | $110,000 |
| METHODIST JUSTICE MINISTRY | |||||||
| 750 W 5TH STREET | FORT WORTH | TX | 76102 | NONE | PUBLIC | LEGAL REPRESENTATION AND COURT FEES FOR INDIGENT WOMEN AND CHILDREN ESCAPING ABUSE AND NEGLECT | $46,000 |
| MHMR FOUNDATION | |||||||
| 3840 HULEN STREET | FORT WORTH | TX | 76107 | NONE | PUBLIC | FAMILY CONNECTS | $120,000 |
| NEWDAY SERVICES | |||||||
| 6816 CAMP BOWIE BOULEVARD W 112 | FORT WORTH | TX | 76116 | NONE | PUBLIC | FOCUS+ MENTOR-NAVIGATION FOR FWISD MOTHERS/FATHER | $25,000 |
| NORTH TEXAS AREA COMMUNITY HEALTH CENTER | |||||||
| 2332 BEVERLY HILLS DRIVE | FORT WORTH | TX | 76114 | NONE | PUBLIC | SOUTHEAST COMMUNITY HEALTH CENTER PERINATAL PROGRAM | $85,000 |
| NORTH TEXAS AREA COMMUNITY HEALTH CENTER | |||||||
| 2332 BEVERLY HILLS DRIVE | FORT WORTH | TX | 76114 | NONE | PUBLIC | NTACHC LIVING YOUR BEST LIFE HYPERTENSION FOCUS FOR THE SOUTHEAST FORT WORTH AND ARLINGTON PATIENTS | $125,000 |
| NORTH TEXAS COMMUNITY FOUNDATION | |||||||
| 777 MAIN STREET 2850 | FORT WORTH | TX | 76012 | NONE | PUBLIC | THE BEST PLACE FOR KIDS!/THE BEST PLACE FOR WORKING PARENTS | $50,000 |
| NORTHSIDE INTER-COMMUNITY AGENCY INC | |||||||
| 1600 CIRCLE PARK DRIVE | FORT WORTH | TX | 76164 | NONE | PUBLIC | GOOD WORKS PROGRAM | $15,000 |
| PHILANTHROPY ADVOCATES WITH COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | NONE | PUBLIC | PHILANTHROPY ADVOCATES | $10,000 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 7424 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PUBLIC | TOGETHER CAMPAIGN PATIENT ACCESS TO CARE | $200,000 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 7424 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PUBLIC | TARRANT COUNTY HEALTH EQUITY FUND | $160,000 |
| PRESBYTERIAN NIGHT SHELTER | |||||||
| PO BOX 2645 | FORT WORTH | TX | 76113 | NONE | PUBLIC | CAMPAIGN FOR CAMPUS RENEWAL | $200,000 |
| PROJECT TRANSFORMATION | |||||||
| 4024 CARUTH BOULEVARD | DALLAS | TX | 75225 | NONE | PUBLIC | OUT OF SCHOOL (OST) STAFFING INITIATIVE | $15,000 |
| PROJECTHANDUPTHE GATEHOUSE | |||||||
| PO BOX 398 | GRAPEVINE | TX | 76099 | NONE | PUBLIC | GATEHOUSE PROGRAM FOR WOMEN AND CHILDREN ESCAPING ABUSE, POVERTY, AND HOMELESSNESS | $50,000 |
| READ FORT WORTH | |||||||
| 3100 W 7TH STREET SUITE 245 | FORT WORTH | TX | 76107 | NONE | PUBLIC | READ FORT WORTH OPPORTUNITY INITIATIVES | $200,000 |
| READING PARTNERS | |||||||
| 638 3RD STREET | OAKLAND | CA | 94607 | NONE | PUBLIC | READING PARTNERS LITERACY INTERVENTION FOR SYSTEMICALLY DISADVANTAGED NORTH TEXAS K-3 STUDENTS | $25,000 |
| RECOVERY RESOURCE COUNCIL | |||||||
| 2700 AIRPORT FREEWAY | FORT WORTH | TX | 76111 | NONE | PUBLIC | ENDURING FAMILIES: VETERANS MENTAL HEALTH PROGRAM | $70,000 |
| REV TARRANT COUNTY | |||||||
| 3100 W 7TH STREET SUITE 245 | FORT WORTH | TX | 76107 | NONE | PUBLIC | REV PARTNERSHIP | $480,000 |
| SAFE CITY COMMISSION DBA ONE SAFE PLACE | |||||||
| 1100 HEMPHILL STREET | FORT WORTH | TX | 76104 | NONE | PUBLIC | ONE SAFE PLACE CAPITAL CAMPAIGN | $500,000 |
| SAFEHAVEN OF TARRANT COUNTY | |||||||
| 1010 NORTH CENTER STREET | ARLINGTON | TX | 76011 | NONE | PUBLIC | SAFEPLAY | $90,000 |
| SIXTY AND BETTER INC | |||||||
| 1400 CIRCLE DR 300 | FORT WORTH | TX | 76119 | NONE | PUBLIC | HEALTHY LIVING FOR SENIORS | $60,000 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 3140 DYER STREET | DALLAS | TX | 75205 | NONE | PUBLIC | SMU CORE LITERACY TRIAGE STUDY | $30,000 |
| SPECIAL CAMPS FOR SPECIAL KIDS DBA CAMP JOHN MARC | |||||||
| 4925 GREENVILLE AVENUE 400 | DALLAS | TX | 75206 | NONE | PUBLIC | CAMP JOHN MARC | $10,000 |
| TARRANT AREA FOOD BANK | |||||||
| 2525 CULLEN STREET | FORT WORTH | TX | 76107 | NONE | PUBLIC | TARGETED COMMUNITY SUPPORT TOWARD EQUAL FOOD ACCESS | $175,000 |
| TARRANT COUNTY HOMELESS COALITION | |||||||
| 300 SOUTH BEACH STREET | FORT WORTH | TX | 76105 | NONE | PUBLIC | FURTHERING COLLECTIVE IMPACT TO MEET THE AFFORDABLE HOUSING NEED IN OUR COMMUNITY | $120,000 |
| TARRANT COUNTY HOMELESS COALITION | |||||||
| 300 SOUTH BEACH STREET | FORT WORTH | TX | 76105 | NONE | PUBLIC | BUILDING OUR CONSULTING PROGRAM TO SHARE SUCCESSES WITH OTHER CONTINUUMS OF CARE | $75,000 |
| TARRANT COUNTY SAMARITAN HOUSING INC | |||||||
| 929 HEMPHILL STREET | FORT WORTH | TX | 76104 | NONE | PUBLIC | HOUSING AND STABILITY 2023 | $100,000 |
| TEACH FOR AMERICA | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC | 2022-2023 TEACHER DEVELOPMENT AND ALUMNI PROGRAM SUPPORT | $80,000 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| TCU BOX 297044 | FORT WORTH | TX | 76129 | NONE | PUBLIC | KINDERFROGS SCHOOL ASSOCIATES PROGRAM | $50,000 |
| TEXAS HEALTH RESOURCES FOUNDATION | |||||||
| 612 E LAMAR BOULEVARD 300 | ARLINGTON | TX | 76011 | NONE | PUBLIC | TEXAS HEALTH FORT WORTH INDIGENT PHARMACY PROGRAM | $25,000 |
| TEXAS HEALTH RESOURCES FOUNDATION | |||||||
| 612 E LAMAR BOULEVARD 300 | ARLINGTON | TX | 76011 | NONE | PUBLIC | TEXAS HEALTH WELLNESS FOR LIFE MOBILE HEALTH INDIGENT PROGRAM | $75,000 |
| TEXAS HEALTH RESOURCES FOUNDATION | |||||||
| 612 E LAMAR BOULEVARD 300 | ARLINGTON | TX | 76011 | NONE | PUBLIC | MORRIS MEDITATION GARDEN REFRESH PROJECT | $101,078 |
| TEXAS WESLEYAN UNIVERSITY | |||||||
| 1201 WESLEYAN STREET | FORT WORTH | TX | 76105 | NONE | PUBLIC | TEXAS WESLEYAN RAM RETENTION PROGRAM | $250,000 |
| THE CONCILIO | |||||||
| 400 S ZANG BOULEVARD 300 | DALLAS | TX | 75208 | NONE | PUBLIC | THE CONCILIO'S FORT WORTH EARLY CHILDHOOD PARENT ENGAGEMENT PROGRAMMING. | $25,000 |
| THE GEORGE W BUSH FOUNDATION | |||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | NONE | PUBLIC | BUSH INSTITUTE EDUCATION AND OPPORTUNITY PROGRAM | $35,000 |
| THE JORDAN ELIZABETH HARRIS FOUNDATION | |||||||
| 2830 S HULEN STREET 139 | FORT WORTH | TX | 76109 | NONE | PUBLIC | 1 MENTAL HEALTH PROGRAM BUILDOUT | $200,000 |
| THE PARENTING CENTER | |||||||
| 2928 WEST 5TH STREET | FORT WORTH | TX | 76107 | NONE | PUBLIC | FAMILY LIFE PROGRAMMING | $40,000 |
| THE SALVATION ARMY DFW METROPLEX COMMAND | |||||||
| 440 WEST NYACK ROAD PO BOX C-635 | WEST NYACK | NY | 10994 | NONE | PUBLIC | MABEE CENTER PROGRAMS & OPERATIONS | $125,000 |
| THE UNIVERSITY OF TEXAS AT DALLAS | |||||||
| 800 W CAMPBELL ROAD | RICHARDSON | TX | 75080 | NONE | PUBLIC | TARRANT COUNTY BEHAVIORAL HEALTH DATA PROJECT | $15,000 |
| THE WOMEN'S CENTER OF TARRANT COUNTY | |||||||
| 1723 HEMPHILL STREET | FORT WORTH | TX | 76110 | NONE | PUBLIC | COVID 19 MENTAL HEALTH STABILITY PROJECT | $75,000 |
| TRINITY HABITAT FOR HUMANITY | |||||||
| 9333 N NORMANDALE STREET | FORT WORTH | TX | 76116 | NONE | PUBLIC | PARTNERSHIP HOME PROJECT | $50,000 |
| UNBOUND NOW | |||||||
| 5049 TRAIL LAKE DRIVE | FORT WORTH | TX | 76133 | NONE | PUBLIC | THE UNDERGROUND DROP-IN CENTER FOR YOUTH BY UNBOUND NOW | $60,000 |
| UNION GOSPEL MISSION OF TARRANT COUNTY | |||||||
| PO BOX 1957 | FORT WORTH | TX | 76101 | NONE | PUBLIC | UGM-TC OPERATION | $100,000 |
| UNITED COMMUNITY CENTERS INC | |||||||
| 1200 EAST MADDOX | FORT WORTH | TX | 76104 | NONE | PUBLIC | OUT OF SCHOOL (OST) STAFFING INITIATIVE | $5,000 |
| UNITED COMMUNITY CENTERS INC | |||||||
| 1200 EAST MADDOX | FORT WORTH | TX | 76104 | NONE | PUBLIC | EDUCATIONAL LITERACY PROGRAM | $120,000 |
| UNITED WAY OF TARRANT COUNTY EARLY LEARNING ALLIANCE | |||||||
| 1500 NORTH MAIN STREET 200 | FORT WORTH | TX | 76164 | NONE | PUBLIC | ENGAGEMENT AND EMPOWERMENT OF FAMILY LEADERS | $40,673 |
| UNTHSC FOUNDATION | |||||||
| 500 CAMP BOWIE BOULEVARD | FORT WORTH | TX | 76107 | NONE | PUBLIC | PEDIATRIC MOBILE CLINIC | $75,000 |
| UNTHSC FOUNDATION | |||||||
| 500 CAMP BOWIE BOULEVARD | FORT WORTH | TX | 76107 | NONE | PUBLIC | HSC-FWISD SCHOOL BASED CLINIC | $75,000 |
| WESTAID | |||||||
| 7940 CAMP BOWIE WEST BOULEVARD | FORT WORTH | TX | 76116 | NONE | PUBLIC | FOOD SECURITY ONE MEAL AT A TIME | $42,000 |
| YMCA OF METROPOLITAN FORT WORTH | |||||||
| 512 LAMAR 400 | FORT WORTH | TX | 76102 | NONE | PUBLIC | ELLA MCFADDEN EARLY LEARNING CENTER AT THE Y | $135,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,539,950 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COOK CHILDREN'S HEALTH FOUNDATION | |||||||
| 801 7TH AVENUE | FORT WORTH | TX | 76104 | NONE | PUBLIC | THE MORRIS FOUNDATION CENTER FOR INNOVATION IN CHILDREN'S HEALTH CAPITAL IMPROVEMENTS | $370,000 |
| TEXAS WESLEYAN UNIVERSITY | |||||||
| 1201 WESLEYAN STREET | FORT WORTH | TX | 76105 | NONE | PUBLIC | TEXAS WESLEYAN RAM RETENTION PROGRAM | $750,000 |
| THE JORDAN ELIZABETH HARRIS FOUNDATION | |||||||
| 2830 S HULEN STREET 139 | FORT WORTH | TX | 76109 | NONE | PUBLIC | 1 MENTAL HEALTH PROGRAM BUILDOUT | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,320,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,837,945 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,159,918 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP REVENUE | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$175,501 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$63,329 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$175,501 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,934,534 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,759,033 | 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 | CategoryTxt |
| Amt | $60,721 | Amt |
| Net Investment Income | $45,540 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,182 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BMO HARRIS - EQUITY | $180,081,771 | $180,081,771 |
| BMO HARRIS - FIXED INCOME | $44,219,134 | $44,219,134 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HPS MEZZANINE PRIVATE INVESTORS OFFSHORE 2019 LP | FMV | $977,936 | $977,936 |
| OAK HILL CAPITAL PARTNERS V ONSHORE FEEDER LP | FMV | $5,522,913 | $5,522,913 |
| PEG GLOBAL PRIVATE EQUITY VIII OFFSHORE SPECIAL LP | FMV | $1,902,622 | $1,902,622 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $23,755 | LegalFeesAmt |
| Net Investment Income | $2,376 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,378 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFIT IN MARITAL TRUST | $236,529 | $0 | $0 |
| CHARITABLE REMAINDER UNITRUSTS | $2,628,547 | $3,018,024 | $3,018,024 |
| INTEREST RECEIVABLE | $541,142 | $177,164 | $177,164 |
| DEFERRED EXCISE TAX | $582,800 | $0 | $0 |
| RIGHT OF USE ASSET | $91,920 | $37,608 | $37,608 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $5,236 | $5,236 | $0 |
| OFFICE | $29,992 | $2,731 | $27,261 |
| MEMBERSHIP FEES | $10,790 | $1,619 | $9,171 |
| INFORMATION TECHNOLOGY | $20,292 | $1,466 | $18,826 |
| INSURANCE | $8,031 | $1,205 | $6,826 |
| RESEARCH AND SUBSCRIPTIONS | $65 | $10 | $55 |
| POSTAGE AND SHIPPING | $189 | $0 | $189 |
| GRANT ADMINISTRATION | $7,800 | $0 | $7,800 |
| AMORTIZATION | $54,312 | $0 | $54,312 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP REVENUE | Desc |
| Revenue And Expenses Per Books | -$238,830 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$238,830 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS AND LOSSES | $25,437,941 |
| CHANGE IN VALUE OF CRUT | $389,477 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT LIABILITY | Desc |
| BOY Book Value | $102,378 | BOYBookValueAmt |
| EOY Book Value | $41,795 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY | $484,751 | $484,751 | $0 |
| CONSULTING | $395 | $0 | $395 |
| PAYROLL | $13,169 | $0 | $13,169 |
| MARKETING AND COMMUNICATIONS | $15,299 | $0 | $15,299 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $16,831 | $0 | $16,831 |
| EXCISE TAX | $1,004,232 | $0 | $0 |