CONSTANTIN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CONSTANTIN FOUNDATION INC (EIN 20-5150433)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349100524
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T06:19:22-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evelyn H Moses CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3602 Bryn Mawr Dr | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 205150433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Constantin Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 2145229300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4809 Cole Avenue LB 129 346 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roy Gene Evans | PersonNm |
| Person Title | Chairman/Pres | PersonTitleTxt |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evelyn H Moses | PreparerPersonNm |
| PTIN | P01400635 | PTIN |
| Phone | 2143612323 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $62,991,755 | 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 | $5,558 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,558 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,129,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,129,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,624,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,262 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,806 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,806 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,155,818 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,155,818 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,230 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,115 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,115 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $307,090 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $278,139 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,951 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $232 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $233 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,482 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $35,268 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $17,634 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,634 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,418 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,096 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,322 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $429,503 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $336,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $87,530 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,175,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,175,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,605,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $336,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,263,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,449,185 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $819,327 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,938,672 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,458,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,458,190 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,644,919 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,834,815 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,619,034 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $34,714,378 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,109,611 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,969,693 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,315,139 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,773,782 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,795,901 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $30,467 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $29,589 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $6,360 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $878 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $878 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $151,601 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $144,608 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $148,059 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,771,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,321,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,991,755 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $48,771,069 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,321,884 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,771,069 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,321,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,771,069 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,321,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,771,069 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,449,185 | ExcessRevenueOverExpensesAmt |
| Subtotal | $46,321,884 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $46,321,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| publicly traded securities | P | 2001-01-01 | 2023-12-31 | $19,624,600 | $19,607,557 | $17,043 | $17,043 |
| K-1 pass-through capital gains (losses) | P | 2001-01-01 | 2023-12-31 | $219 | $219 | $219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,262 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,389 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,389 | SubtotalAmt |
| Tax Based On Investment Income | $11,389 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,061 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,061 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,672 | OverpaymentAmt |
| Applied To ES Tax | $2,672 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Angie Burch | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2145229300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4809 Cole Avenue Suite 346 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Roy Gene Evans | ||||||
| 4809 Cole Avenue Suite 346 | Dallas | TX | 75205 | Chairman/Pres | 1.00 | $0 |
| Patrick McEvoy Jr | ||||||
| 4809 Cole Avenue Suite 346 | Dallas | TX | 75205 | Sec/Treas | 1.00 | $0 |
| Angie Burch | ||||||
| 4809 Cole Avenue Suite 346 | Dallas | TX | 75205 | Executive Dir. | 32.00 | $50,000 |
| Joseph Boyd Neuhoff | ||||||
| 4809 Cole Avenue Suite 346 | Dallas | TX | 75205 | Director | 1.00 | $0 |
| Jeremy Ford | ||||||
| 4809 Cole Avenue Suite 346 | Dallas | TX | 75205 | Director | 1.00 | $0 |
| J Carter Tolleson | ||||||
| 4309 Cole Avenue Suite 346 | Dallas | TX | 75205 | Director | 1.00 | $0 |
| Michael D McKinley | ||||||
| 4309 Cole Avenue Suite 346 | Dallas | TX | 75205 | Director | 1.00 | $0 |
| Robert B Smith | ||||||
| 4309 Cole Avenue Suite 346 | Dallas | TX | 75205 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Luther King Capital Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Commerce Street Ste 1600 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $278,139 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,464,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,363,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $148,059 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,976,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $59,976,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $899,642 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,076,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,953,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,953,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,389 | TotalTaxAmt |
| Distributable Before Adj | $2,942,436 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,942,436 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,942,436 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,263,030 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,263,030 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,942,436 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,181,563 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,263,030 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,181,563 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,081,467 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $860,969 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Executive Director | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4809 Cole Avenue Suite 346 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2145229300 | RecipientPhoneNum |
| Recipient Email Address | constantinfnd2@sbcglobal.net | RecipientEmailAddressTxt |
| Form And Info And Materials | Initially, a brief narrative letter describing the project for which funds are asked, its justification, the cost based upon reliable estimates, the amount already realized or anticipated, from what other sources funding is expected, and the amount requested. This letter should not exceed three (3) pages. If the project falls within the areas of the Foundation's interest, purposes, and current funding policies, more detailed information may be requested. Letters must be received no later than September 15th, in order to be considered for the current year. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Any time between January 1 and September 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Before an application can be considered, proof is required that the applicant is an exempt organization, as described in Section 501(c)(3) of the Internal Revenue Code ("IRC"), and that it is considered Not a Private Foundation" within the meaning of Section 509(a) IRC. Grants are awarded only to agencies located in Dallas County, Texas. Only one grant will be awarded to any agency in a 3 year period. Grants up to 10% of the total project or campaign goal will be considered. A strong preference is given to capital building projects over operating and endowment requests. Grants are not normally considered for publicly tax-supported institutions, individuals, churches, research, endowments, underwriting of fund-raising events, debt retirement or second party requesters. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Afer8toEducate | |||||||
| 4212 EGrand Ave | Dallas | TX | 75223 | N/A | PC | To support the hiring of two project associates to provide support in life skills and employment for homeless youth | $25,000 |
| At Last Inc | |||||||
| 11700 Preston Road Suite 660-116 | Dallas | TX | 75230 | N/A | PC | Program support for At Last's Optimized Developmental Ecosystem in House 1 | $200,000 |
| Behind Every Door | |||||||
| 4849 Greenville Ave Suite 100 | Dallas | TX | 75206 | N/A | PC | To support the expansion of youth, adult, and community programming at the new Cedar Crest Community Center | $150,000 |
| Bonton Enterprises | |||||||
| 6911 Bexas Street | Dallas | TX | 75215 | N/A | PC | To support the launch and operation of the Grocery Connect program to increase food access to South Dallas neighborhoods in food deserts | $150,000 |
| Catch Up and Read | |||||||
| 3001 Knox Street Suite 405 | Dallas | TX | 75205 | N/A | PC | To support literacy programming in H.S. Thompson Elementary School and/or The King's Academy | $67,500 |
| Children's Medical Center Foundatio | |||||||
| 2777 Stemmon Frwy Suite 1700 | Dallas | TX | 75207 | N/A | PC | To support the Pediatric Mental Health Innovation Center at Red Bird Mall to expand access to mental health services in South Dallas | $200,000 |
| Communities Foundation of Texas | |||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | N/A | PC | Towards Constantin Foundation Fund for Forest Forward,to support the renovation of Forest Theater and for Our Calling, to support the OurCommunity capital project | $1,000,000 |
| Cornerstone Community Development C | |||||||
| P O Box 152551 | Dallas | TX | 75315 | N/A | PC | Program support for the After-School Enrichment Program | $50,000 |
| Dallas Methodist Hospitals Foundati | |||||||
| 1441 N Beckley Avenue | Dallas | TX | 75203 | N/A | PC | To support capital improvements to Methodist Hospital's Labor & Delivery unit to deliver improved maternity care for mothers | $100,000 |
| For Oak Cliff | |||||||
| 4478 S Marsalis Avenue | Dallas | TX | 75216 | N/A | PC | To support the redevelopment of classrooms and common spaces, building maintenance, and equipment replacement and repairs at South Oak Cliff Community Center | $100,000 |
| Housing Forward | |||||||
| 3000 Pegasus Park Drive Suite 1020 | Dallas | TX | 75247 | N/A | PC | To support the Flexible Assistance Fund | $58,000 |
| Phoenix House Texas | |||||||
| 2345 Reagan Street | Dallas | TX | 75219 | N/A | PC | Program support to increase sustance abuse prevention and education services in schools | $75,000 |
| South Dallas Community School | |||||||
| 1819 Martin Luther King Jr Blvd | Dallas | TX | 75215 | N/A | PC | To support the Accelerated Reader software program and/or the purchase of a 15-passenger minibus | $100,000 |
| Southern Gateway Public Green Found | |||||||
| 300 Crescent Court Suite 400 | Dallas | TX | 75201 | N/A | PC | To support Phase I of Southern Gateway Park | $200,000 |
| St Philip's School and Community Ce | |||||||
| 1600 Pennsylvania Avenue | Dallas | TX | 75215 | N/A | PC | Captial support for St. Philip's Promise Park, a community park and expanded athletic complex | $400,000 |
| TREC Community Investors | |||||||
| 3100 McKinnon St Ste 1150 | Dallas | TX | 75201 | N/A | PC | To support Dallas Catalyst Project 2.0 | $50,000 |
| University of Dallas | |||||||
| 1845 E Northgate Dr Suite 705 | Irving | TX | 75062 | N/A | PC | To support the Constantin Scholars program which supports low-income, first generation UD students | $100,000 |
| Vogel Alcove | |||||||
| P O Box 150948 | Dallas | TX | 75315 | N/A | PC | To support a new childcare facility and early childhood programming at Red Bird Mall | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,175,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,558 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,129,192 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,262 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Coronado Resources LP | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,806 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,155,818 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,155,818 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Audit services | $11,000 | $5,500 | $0 | $5,500 |
| Tax preparation services | $3,550 | $1,775 | $0 | $1,775 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Charles Schwab statement | BondNm |
| EOY Book Value | $4,773,782 | EOYBookValueAmt |
| EOYFMV | $4,795,901 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Charles Schwab statement | StockNm |
| EOY Book Value | $32,109,611 | EOYBookValueAmt |
| EOYFMV | $48,969,693 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,834,815 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,619,034 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $16,131 | $15,687 | $444 | $444 |
| Machinery and Equipment | $14,336 | $13,902 | $434 | $434 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Coronado Resources, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $144,608 | BookValueAmt |
| EOYFMV | $148,059 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank service charges | $25 | $25 | |
| Computer and internet expenses | $1,250 | $625 | $625 |
| Dues & subscriptions | $99 | $50 | $49 |
| Insurance | $5,591 | $2,796 | $2,795 |
| IT backup | $1,750 | $875 | $875 |
| Office supplies | $2,201 | $1,100 | $1,101 |
| Postage and delivery | $251 | $251 | |
| Telephone | $1,251 | $625 | $626 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Coronado Resources LP | Desc |
| Revenue And Expenses Per Books | $3,806 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,806 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment management fees | $278,139 | $278,139 | $0 | $0 |
| Philanthropic consulting | $28,951 | $0 | $0 | $28,951 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Ad valorem tax | CategoryTxt |
| Amt | $465 | Amt |
| Net Investment Income | $232 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $233 | DisbursementsCharitablePrpsAmt |