BYRNE FAMILY FOUNDATION TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BYRNE FAMILY FOUNDATION TRUST (EIN 83-0768784)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349101650
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T09:31:14-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900525804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVILLE CPAS AND ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET SUITE 1900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 | 830768784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRNE FAMILY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BYRN | BusinessNameControlTxt |
| Phone | 2149229727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL ST STE 1900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER BYRNE KOOPMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2149229727 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY LEAR CPA | PreparerPersonNm |
| PTIN | P01612456 | PTIN |
| Phone | 2149229727 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,893,707 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,680,900 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $723,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $723,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,351,113 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,374,045 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,351,113 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,755,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,074,503 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,531 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $47,531 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,656 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,656 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,472 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,438 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,636 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,779 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,779 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,946 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,810,952 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,810,952 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,974,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,879,898 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,780,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,990,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4 | CashBOYAmt |
| Cash EOY | $5 | CashEOYAmt |
| Cash EOYFMV | $5 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,360,157 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,032,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,032,961 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $21,257 | AcctRcvblAmt |
| Acct Rcvbl BOY | $9,635 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $21,257 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $21,257 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $26,689,115 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,923,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,839,484 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $28,058,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,977,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,893,707 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $15,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $15 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,015 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,015 | 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 | $28,043,896 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,962,463 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,043,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,962,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,058,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,977,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,043,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,780,863 | ExcessRevenueOverExpensesAmt |
| Other Increases | $141,600 | OtherIncreasesAmt |
| Subtotal | $36,966,359 | SubtotalAmt |
| Other Decreases | $3,896 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,962,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY #0425 (SEE ATTACHED) | $43,324 | $45,405 | -$2,081 | -$2,081 | |
| FIDELITY #0425 (SEE ATTACHED) | $1,453 | $1,362 | $91 | $91 | |
| FIDELITY #0425 (SEE ATTACHED) | $111,415 | $123,318 | -$11,903 | -$11,903 | |
| FIDELITY #0425 (SEE ATTACHED) | $13,419 | $14,834 | -$1,415 | -$1,415 | |
| FIDELITY #0426 (SEE ATTACHED) | $1,153,822 | $1,144,847 | $8,975 | $8,975 | |
| FIDELITY #0426 (SEE ATTACHED) | $417,544 | $399,048 | $18,496 | $18,496 | |
| FIDELITY #0427 (SEE ATTACHED) | $78,355 | $95,381 | -$17,026 | -$17,026 | |
| FIDELITY #0427 (SEE ATTACHED) | $105,296 | $86,924 | $18,372 | $18,372 | |
| FIDELITY #3286 (SEE ATTACHED) | $9,631,260 | $9,610,065 | $21,195 | $21,195 | |
| FIDELITY #3286 (SEE ATTACHED) | $3,803,265 | $3,654,078 | $149,187 | $149,187 | |
| FIDELITY #3286 (SEE ATTACHED) | $395,835 | $177,868 | $217,967 | $217,967 | |
| FIDELITY #3286 (SEE ATTACHED) | $5,455,294 | $3,669,802 | $1,785,492 | $1,785,492 | |
| CAPITAL GAINS DIVIDENDS | $163,763 | $163,763 | $163,763 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,351,113 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,565 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,565 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,983 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72,983 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $31,418 | OverpaymentAmt |
| Applied To ES Tax | $31,418 | 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 | Yes (1) | 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 | SAVILLE DODGEN CO | IndividualWithBooksNm |
| Phone | 2149229727 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET STE 1900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| J TIMOTHY BYRNE | ||||||||
| 700 N PEARL ST STE 1900 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MELANIE BYRNE | ||||||||
| 700 N PEARL ST STE 1900 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JORDAN BYRNE BRAINERD | ||||||||
| 700 N PEARL ST STE 1900 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEATHER BYRNE KOOPMAN | ||||||||
| 700 N PEARL ST STE 1900 | DALLAS | TX | 75201 | TRUSTEE | 20.00 | $47,531 | $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 | $28,197,504 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $771,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,968,763 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,968,763 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $434,531 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,534,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,426,712 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,426,712 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,565 | TotalTaxAmt |
| Distributable Before Adj | $1,385,147 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,385,147 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,385,147 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,879,898 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,879,898 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,385,147 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $393,734 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $393,734 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,879,898 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,385,147 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $494,751 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $888,485 | 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 | $888,485 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $393,734 | ExcessFromYear1Amt |
| Excess From Current Year | $494,751 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J TIMOTHY BYRNE | ContributingManagerNm |
| Contributing Manager | MELANIE BYRNE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A VOICE FOR ALL PAWS | |||||||
| 8034 FOREST TRAIL | DALLAS | TX | 75238 | 501(C)(3) | ANIMALS | $1,000 | |
| AFTER-SCHOOL ALL-STARS NORTH TEXAS | |||||||
| 2902 SWISS AVE | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $3,000 | |
| CAFE MOMENTUM | |||||||
| 1510 PACFIFIC AVE | DALLAS | TX | 75201 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| CANINE COMPANIONS | |||||||
| 2965 DUTTON AVENUE PO BOX 446 | SANTA ROSA | CA | 95402 | 501(C)(3) | ANIMALS | $50,000 | |
| CHILD POVERTY ACTION LAB | |||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | 501(C)(3) | POVERTY | $50,000 | |
| CHILDCARE GROUP | |||||||
| 1420 W MOCKINGBIRD LN SUITE 300 | DALLAS | TX | 75247 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| CHILDREN'S ADVOCACY CENTER FOR NORTH TEXAS | |||||||
| 1854 CAIN DRIVE | LEWISVILLE | TX | 75077 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $3,000 | |
| CITY YEAR DALLAS | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| COMMIT | |||||||
| 3800 MAPLE AVENUE SUITE 800 | DALLAS | TX | 75219 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $350,000 | |
| CYSTINOSIS RESEARCH FOUNDATION | |||||||
| 19200 VON KARMAN AVE SUITE 920 | IRVINE | CA | 92612 | 501(C)(3) | HEALTH | $5,000 | |
| DALLAS AFTERSCHOOL | |||||||
| 3900 WILLOW ST SUITE 110 | DALLAS | TX | 75226 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| DALLAS EDUCATION FOUNDATION | |||||||
| 3700 ROSS AVE | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $8,500 | |
| EATS PARK CITY | |||||||
| PO BOX 682896 | PARK CITY | UT | 84068 | 501(C)(3) | HEALTH | $10,000 | |
| ECKER HILL MIDDLE SCHOOL PTA | |||||||
| 2465 WEST KILBY RD | PARK CITY | UT | 84098 | 501(C)(3) | EDUCATION/YOUT | $1,500 | |
| EDUCATION OPENS DOORS | |||||||
| 2804 SWISS AVENUE | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $25,000 | |
| FIRST UNITARIAN CHURCH OF DALLAS | |||||||
| 4015 NORMANDY AVE | DALLAS | TX | 75205 | 501(C)(3) | FAMILY SERVICES | $1,000 | |
| FOR OAK CLIFF | |||||||
| 4478 S MARSALIS AVE | DALLAS | TX | 75216 | 501(C)(3) | POVERTY | $50,000 | |
| FRAZIER REVITALIZATION | |||||||
| 4716 ELSIE FAYE HEGGINS ST | DALLAS | TX | 75210 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $4,000 | |
| GEMS CAMP | |||||||
| 1408 N RIVERFRONT BLVD NO 249 | DALLAS | TX | 75207 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| HOLY CROSS MINISTRIES | |||||||
| 860 EAST 4500 SOUTH SUITE 204 | SALT LAKE CITY | UT | 84107 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $7,500 | |
| ILOOKLIKELOVE INC | |||||||
| 2711 S ERVAY ST 102 | DALLAS | TX | 75215 | 501(C)(3) | FAMILY SERVICES | $5,000 | |
| JUBILEE PARL & COMMUNITY CENTER | |||||||
| 907 BANK STREET | DALLAS | TX | 75223 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| LIVE LIKE SAM FOUNDATION | |||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| MOUNTAINLANDS COMMUNITY HOUSING TRUST | |||||||
| 1960 SIDEWINDER DR STE 107 | PARK CITY | UT | 84060 | 501(C)(3) | HOUSING | $5,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $1,000 | |
| OPERATION KINDNESS | |||||||
| 3201 EARHART DRIVE | CARROLLTON | TX | 75006 | 501(C)(3) | ANIMALS | $40,000 | |
| PARK CITY COMMUNITY FOUNDATION | |||||||
| 1918 PROSPECTOR AVE | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $52,500 | |
| PARK CITY EDUCATION FOUNDATION | |||||||
| 1821 SIDEWINDER DR 4 | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $52,500 | |
| PAWS FOR LIFE UTAH | |||||||
| 89 NORTH 100 EAST | HEBER CITY | UT | 84032 | 501(C)(3) | ANIMALS | $5,000 | |
| PRINCIPAL IMPACT COLLABORATIVE | |||||||
| 7400 UNIVERSITY HILLS BLVD | DALLAS | TX | 75241 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| PROJECT TRANSFORMATION NORTH TEXAS | |||||||
| 4024 CARUTH BLVD | DALLAS | TX | 75225 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $3,000 | |
| SADDLE OF LOVE | |||||||
| 8845 SILVER CREEK ROAD | PARK CITY | UT | 84098 | 501(C)(3) | HEALTH | $2,500 | |
| SCHOLARSHOT | |||||||
| 2904 SWISS AVENUE | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $45,000 | |
| SENIOR PET ASSISTANCE NETWORK | |||||||
| PO BOX 821173 | DALLAS | TX | 75382 | 501(C)(3) | ANIMALS | $18,000 | |
| SOS OUTREACH | |||||||
| 450 MILLER RANCH RD | EDWARDS | CO | 81632 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $3,500 | |
| SPAY NEUTER NETWORK | |||||||
| 3117 E SEMINARY DR | FORT WORTH | TX | 76119 | 501(C)(3) | ANIMALS | $8,000 | |
| SPCA OF TX | |||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | 501(C)(3) | ANIMALS | $2,500 | |
| T3 PARTNERSHIP | |||||||
| 777 TAYLOR STREET SUITE 900 | FORT WORTH | TX | 76102 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $45,000 | |
| TEACH FOR AMERICA - DALLAS-FORT WORTH | |||||||
| 600 N PEARL ST STE 2300 | DALLAS | TX | 75201 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| TEACH PLUS INCORPORATED | |||||||
| 27-43 WORMWOOD STREET TOWER POINT | BOSTON | MA | 02210 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | SUITE 410 |
| TEXAS 2036 | |||||||
| 3963 MAPLE AVE STE 290 | DALLAS | TX | 752193209 | 501(C)(3) | PUBLIC POLICY | $50,000 | |
| TREASURE MOUNTAIN JUNIOR HIGH (TMJH) PTA | |||||||
| 2530 KEARNS BLVD | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $1,000 | |
| TRINITY PARK CONSERVANCY | |||||||
| 1444 OAK LAWN AVE SUITE 200 | DALLAS | TX | 75207 | 501(C)(3) | DISASTER RELIEF, ENVIRONMENT | $200,000 | |
| UNITED TO LEARN | |||||||
| 5310 HARVEST HILL ROAD STE 190 | DALLAS | TX | 75230 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $55,000 | |
| UPCHIEVE | |||||||
| 150 COURT ST SUITE 2 | BROOKLYN | NY | 11201 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| URBAN TEACHERS DFW | |||||||
| 1800 WASHINGTON BLVD SUITE 411 | BALTIMORE | MD | 21230 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| VNA | |||||||
| 1600 VICEROY DR STE 400 | DALLAS | TX | 75235 | 501(C)(3) | FAMILY SERVICES | $15,000 | |
| YOUNG WOMEN'S PREPARATORY NETWORK | |||||||
| 1722 ROUTH STREET SUITE 720 | DALLAS | TX | 75201 | 501(C)(3) | FAMILY SERVICES | $55,000 | |
| YOUTH REVIVE | |||||||
| 1808 S GOOD LATIMER EXPY | DALLAS | TX | 75226 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $3,500 | |
| YOUTH SPORTS ALLIANCE (PARK CITY) | |||||||
| 1750 SUNPEAK DR | PARK CITY | UT | 84068 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $4,500 | |
| YOUTHEATRE | |||||||
| 238 MAIN STREET | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $1,000 | |
| HOPE RESTORED MISSIONS | |||||||
| 1947 K AVE B100 | PLANO | TX | 75074 | 501(C)(3) | POVERTY | $7,500 | |
| INCARNATION HOUSE | |||||||
| 4061 NORTH CENTRAL EXPRESSWAY | DALLAS | TX | 75204 | 501(C)(3) | YOUTH DEVELOPMENT | $2,500 | |
| BACHMAN LAKE TOGETHER | |||||||
| 9507 OVERLAKE DR | DALLAS | TX | 75220 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| LITTLE P PROJECT | |||||||
| 5024 CHARLAIS LN | PARK CITY | UT | 84098 | 501(C)(3) | HEALTH | $10,000 | |
| FRIENDS OF DALLAS ANIMAL SERVICES | |||||||
| 2911 TURTLE CREEK BLVD STE 300 | DALLAS | TX | 75219 | 501(C)(3) | ANIMALS | $2,500 | |
| CROSSROADS COMMUNITY SERVICES | |||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75236 | 501(C)(3) | POVERTY | $2,500 | |
| WESLEY-RANKIN COMMUNITY CENTER | |||||||
| 3100 CROSSMAN AVE | DALLAS | TX | 75212 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $7,000 | |
| SUSTAINED LEADERS | |||||||
| 10533 VERNA TRL W | FORT WORTH | TX | 76108 | 501(C)(3) | EDUCATION | $50,000 | |
| FETCH CARES | |||||||
| 3600 W ST RT 248 | KAMAS | UT | 84036 | 501(C)(3) | ANIMALS | $2,000 | |
| LIFE SCHOOL OF DALLAS | |||||||
| 132 EAST OVILLA ROAD SUITE A | RED OAK | TX | 75154 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $3,000 | |
| ST MARY CARMEL CATHOLIC SCHOOL | |||||||
| 1716 SINGLETON BLVD | DALLAS | TX | 75212 | 501(C)(3) | EDUCATION | $2,500 | |
| OWENWOOD FARM AND NEIGHBOR SPACE | |||||||
| 1451 JOHN WEST RD | DALLAS | TX | 75228 | 501(C)(3) | POVERTY | $6,000 | |
| SUMMIT COMMUNITY GARDENSEATS | |||||||
| 4056 SHADOW MOUNTAIN DR | PARK CITY | UT | 84098 | 501(C)(3) | PRESERVATION | $3,500 | |
| VOLAR SCHOLARSHIP | |||||||
| 1500 PECOS ST APT 7 | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION | $2,000 | |
| CHRISTIAN COMMUNITY ACTION | |||||||
| 200 S MILL ST | LEWISVILLE | TX | 75057 | 501(C)(3) | POVERTY | $5,000 | |
| AWWWDOPTABLE INC | |||||||
| 623 W TYLER ST UNIT C | DALLAS | TX | 75208 | 501(C)(3) | ANIMALS | $2,500 | |
| KID NET FOUNDATION | |||||||
| 6065 DUCK CREEK DR | GARLAND | TX | 75043 | 501(C)(3) | YOUTH DEVELOPMENT | $7,500 | |
| MOMMIES IN NEED | |||||||
| 2904 FLOYD ST | DALLAS | TX | 75204 | 501(C)(3) | FAMILY SERVICES | $9,752 | |
| BUILDING OPPORTUNITIES AND OPENING MINDS | |||||||
| 1801 N HAMPTON RD SUITE 274 | DESOTO | TX | 75115 | 501(C)(3) | YOUTH DEVELOPMENT | $3,000 | |
| COLLEGESPRING INC UPLIFT ATLAS FFS | |||||||
| 4600 BRYAN ST | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION | $2,500 | |
| FORERUNNER MENTORING | |||||||
| 10805 WALNUT HL LANE | DALLAS | TX | 75238 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $6,500 | |
| GIRLS INC OF METROPOLITAN DALLAS | |||||||
| 2040 EMPIRE CENTRAL | DALLAS | TX | 75235 | 501(C)(3) | YOUTH DEVELOPMENT | $2,500 | |
| READING PARTNERS | |||||||
| 638 3RD STREET | OAKLAND | CA | 94607 | 501(C)(3) | EDUCATION | $5,000 | |
| MERRIMANS CULINARY SCHOLARSHIPS | |||||||
| 65-1227 OPELO ROAD | KAMUELA | HI | 96743 | 501(C)(3) | EDUCATION | $5,000 | |
| PARK CITY SCHOOLS MOUNTAIN BIKE TEAM | |||||||
| 6300 SAGEWOOD DRIVE STE H622 | PARK CITY | UT | 84098 | 501(C)(3) | YOUTH DEVELOPMENT | $1,500 | |
| MEALS ON WHEELS COLLIN COUNTY | |||||||
| 600 N TENNESSEE ST | MCKINNEY | TX | 75069 | 501(C)(3) | POVERTY | $1,500 | |
| PASOS FOR OAK CLIFF | |||||||
| 2915 S POLK ST | DALLAS | TX | 75224 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $3,000 | |
| PARK CITY TOTS INC | |||||||
| 1850 SIDEWINDER DR STE 410 | PARK CITY | UT | 84060 | 501(C)(3) | FAMILY SERVICES | $5,000 | |
| MARCH TO THE POLLS INC | |||||||
| 5706 E MOCKINGBIRD LN 115-267 | DALLAS | TX | 75206 | 501(C)(3) | PUBLIC POLICY | $2,700 | |
| CROHN'S AND COLITIS FOUNDATION | |||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | 501(C)(3) | HEALTH | $5,000 | |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 7424 GREENVILLE AVE STE 101 | DALLAS | TX | 75231 | 501(C)(3) | HEALTH | $10,000 | |
| AUSTIN STREET SHELTER | |||||||
| 1717 JEFFRIES ST | DALLAS | TX | 75226 | 501(C)(3) | POVERTY | $4,000 | |
| GREENHILL SCHOOL | |||||||
| 4141 SPRING VALLEY RD | ADDISION | TX | 75001 | 501(C)(3) | EDUCATION | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,810,952 | 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 | $723,390 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,351,113 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,074,503 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,074,503 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| J TIMOTHY BYRNE | |||||||
| 1 | 2000 MCKINNEY AVENUE SUITE 1000 | DALLAS | TX | 75201 | $6,438,889 | Yes (X) | |
| BYRNE CHARITABLE LEAD ANNUITY TR | |||||||
| 2 | 700 N PEARL STREET SUITE 1900 | DALLAS | TX | 75201 | $1,242,011 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $8,457,593 | FairMarketValueAmt |
| Received | 2023-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,150 | Amt |
| Net Investment Income | $13,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RGT #3286 | $32,944,934 | $34,718,107 |
| RGT #0425 | $564,587 | $539,376 |
| RGT #0427 | $2,413,734 | $2,582,001 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE ADJUSTMENT FOR SALE OF SECURITIES | Desc |
| Amt | $3,896 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL FEES | $6,865 | $0 | $6,865 |
| MISCELLANEOUS EXPENSES | $10,914 | $0 | $10,914 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $16,469 |
| ADJUSTMENT TO COST BASIS OF SECURITIES | $125,131 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INCOME | Desc |
| BOY Book Value | $15 | BOYBookValueAmt |
| EOY Book Value | $15 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $9,413 | $9,413 | $0 |
| CONTRACT LABOR | $54,243 | $54,243 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BYRNE 2020 CHARITABLE LEAD ANNUITY TR | |||
| 700 N PEARL STREET STE 1900 | DALLAS | TX | 75201 |
| J TIMOTHY BYRNE | |||
| 700 N PEARL STREET STE 1900 | DALLAS | TX | 75201 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $10,398 | $0 | $0 |
| FOREIGN TAXES PAID | $7,438 | $7,438 | $0 |
| PAYROLL TAXES | $3,636 | $0 | $3,636 |