TURNINGPOINT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TURNINGPOINT FOUNDATION (EIN 20-3979782)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-15
- IRS object ID
- 202311059349100021
- Schema version
- 2022v5.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-15T10:53:19-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203979782 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TurningPoint Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TURN | BusinessNameControlTxt |
| Phone | 2146967182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6125 Luther Lane 244 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Molly L Byrne | PersonNm |
| Person Title | Pres/Director | PersonTitleTxt |
| Signature | 2023-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Molly L | PersonFirstNm |
| Person Last | Byrne | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,117,412 | 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 | $2,008 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,008 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $282,422 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $282,422 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,371,196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,375,665 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$1,086,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $284,430 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,412 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,413 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $139,613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $139,613 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,275 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,275 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $261 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $261 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $146,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,561 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,413 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,218,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,218,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,365,374 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,561 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,220,813 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,452,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $233,396 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,835,066 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,835,066 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,981,978 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,083,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,084,252 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,130,016 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,180,739 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,185,556 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $663 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,538 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,538 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,346,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,112,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,117,412 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1,218,400 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1,218,400 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $21,346,053 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,893,913 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,346,053 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,893,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,346,053 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,112,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,346,053 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,452,140 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,893,913 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,893,913 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | publicly traded securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2001-01-01 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $16,375,665 | GrossSalesPriceAmt |
| Cost Or Other Basis | $17,746,861 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,371,196 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,371,196 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,371,196 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,944 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,944 | SubtotalAmt |
| Tax Based On Investment Income | $1,944 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,534 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,534 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,590 | OverpaymentAmt |
| Applied To ES Tax | $2,590 | 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 | false | 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 | Molly Byrne | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143612323 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6125 Luther Lane 244 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | false | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Molly L Byrne | ||||||
| 6125 Luther Lane Suite 244 | Dallas | TX | 75225 | Pres/Director | 2.00 | $0 |
| Robert Byrne | ||||||
| 6125 Luther Lane Suite 244 | Dallas | TX | 75225 | Sec/Director | 1.00 | $0 |
| Trevor Colhoun | ||||||
| 6125 Luther Lane Suite 244 | Dallas | TX | 75225 | Director | 1.00 | $0 |
| Ian Colhoun | ||||||
| 6125 Luther Lane Suite 244 | Dallas | TX | 75225 | Treas/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 | Merrill Lynch | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13355 Noel Road 7th Floor | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment mgmt. | ServiceTypeTxt |
| Compensation | $139,613 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,082,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $388,162 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $333,445 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,803,823 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $22,803,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $342,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,461,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,123,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,123,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,944 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,944 | TotalTaxAmt |
| Distributable Before Adj | $1,121,144 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,121,144 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,121,144 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,220,813 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,220,813 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,121,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,215,011 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,220,813 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,215,011 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,802 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,115,342 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Molly L Byrne | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bonton Enterprises | |||||||
| 2612 Valentine St | Dallas | TX | 75215 | N/A | PC | Towards the Housing Program | $25,000 |
| The Bridge Homeless Recovery Center | |||||||
| 1818 Corsicana Street | Dallas | TX | 75201 | N/A | PC | General operating support | $25,000 |
| CHS Coyote Football | |||||||
| 22855 Mulholland Hwy | Calabasas | CA | 91302 | N/A | PC | Support for youth sports | $20,000 |
| Dallas Holocaust and Human Rights Museum | |||||||
| 300 N Houston Street | Dallas | TX | 75202 | N/A | PC | Support for the Hope for Humanity event | $5,500 |
| Dallas Museum of Art | |||||||
| 1717 N Harwood Street | Dallas | TX | 75201 | N/A | PC | Towards the Museum Redesign Capital Projcet | $200,000 |
| Family Centers of Greenwich | |||||||
| 40 Arch Street | Greenwich | CT | 06830 | N/A | PC | General operating support | $75,000 |
| Fluer De Que | |||||||
| P O Box 750018 | New Orleans | LA | 70175 | N/A | PC | Towards the Hogs For the Cause special event | $14,400 |
| Funds for the Biblioteca Publica IN | |||||||
| 220 N Zapata Hwy Ste 11 | Laredo | TX | 78043 | N/A | PC | General operating support and the Linda Bacon McBurney match | $10,000 |
| International Medical Corps | |||||||
| 12400 Wilshire Blvd | Los Angeles | CA | 90025 | N/A | PC | General operating support | $25,000 |
| Isidore Newman School | |||||||
| 1903 Jefferson Avenue | New Orleans | LA | 70115 | N/A | PC | Annual Fund | $2,000 |
| Millbrook School | |||||||
| 131 Millbrook School Road | Millbrook | NY | 12545 | N/A | PC | Annual Fund | $10,000 |
| Millbrook School | |||||||
| 131 Millbrook School Road | Millbrook | NY | 12545 | N/A | PC | Towards the Casertano Fund | $50,000 |
| Nasher Scultpture Center | |||||||
| 2001 Flora Street | Dallas | TX | 75201 | N/A | PC | General operating support | $25,000 |
| North Texas Junior Golf | |||||||
| 16200 Addison Road Ste 255 | Addison | TX | 75001 | N/A | PC | General operating support of The First Tee Dallas | $15,000 |
| Perot Museum of Nature and Science | |||||||
| 2201 N Field Street | Dallas | TX | 75201 | N/A | PC | Towards the TECH Truck-STEM | $25,000 |
| Planned Parenthood of Greater Texas | |||||||
| 7024 Greenville Avenue 206 | Dallas | TX | 75231 | N/A | PC | General operating support | $50,000 |
| Resource Center | |||||||
| 5750 Cedar Springs Road | Dallas | TX | 75235 | N/A | PC | Towards the Senior Housing Campaign | $166,000 |
| SAM Inc | |||||||
| 107 S West Street Suite 757 | Alexandria | VA | 22314 | N/A | PC | General operating support | $25,000 |
| Sierra Community House | |||||||
| 948 Incline Way | Incline Village | NV | 89451 | N/A | PC | General operating support | $30,000 |
| Smithsonian National Postal Museum | |||||||
| 2 Massachusettes Avenue NE | Wachington | DC | 20002 | N/A | PC | Towards the Guest Artist Program | $35,000 |
| Son of a Saint | |||||||
| P O Box 19205 | New Orleans | LA | 70119 | N/A | PC | Towards purchase of sports equipment ($15,000) and general operating support ($10,000) | $25,000 |
| Stonington Education Fund Inc | |||||||
| P O Box 1922 | Pawcatuck | CT | 06379 | N/A | PC | Towards the Blue Monday Concert Series | $5,000 |
| Suffield Academy | |||||||
| 185 N Main Street | Suffield | CT | 06078 | N/A | PC | Towards the Cahn Scholarship Fund ($5,000) and General Scholarship Fund ($10,000) | $15,000 |
| TACA | |||||||
| 1722 Routh Street Ste 800 | Dallas | TX | 75201 | N/A | PC | General operating support | $5,000 |
| Teach for America-DFW | |||||||
| 600 N Pearl Street Suite 2300 | Dallas | TX | 75201 | N/A | PC | General operating support | $25,000 |
| Texs Women's Foundation | |||||||
| 8150 N Central Expy Ste 110 | Dallas | TX | 75206 | N/A | PC | General operating support | $5,000 |
| The Pres Board Santa Clara College | |||||||
| 500 El Camino Real | Santa Clara | CA | 95053 | N/A | PC | Towards the Leavey School of Business | $5,000 |
| The Stewpot-First Presbyterian Chur | |||||||
| 1835 Young Street | Dallas | TX | 75201 | N/A | PC | Towards Soup's On and general operating support | $50,000 |
| Torres Foundation | |||||||
| 3333 Harry Hines Blvd | Dallas | TX | 75201 | N/A | NC | Towards organizational expenses, scholarships, and financial assistance for fees, uniforms and baseball equipment for families in need | $25,000 |
| Transform 1012 N Main Street | |||||||
| 1617 Park Place Avenue Ste 110-2 | Fort Worth | TX | 76110 | N/A | PC | Towards capacity building for hiring development and finance staff | $60,000 |
| Upturn Arts | |||||||
| 1719 Toledano St | New Orleans | LA | 70115 | N/A | PC | General operating support | $3,000 |
| Visiting Nurse Association of Texas | |||||||
| 1430 W Mockingbird Lane Suite 700 | Dallas | TX | 75247 | N/A | PC | Towards the VNA Haggerty Kitchen special event | $7,500 |
| Visiting Nurse Association of Texas | |||||||
| 1430 W Mockingbird Lane Suite 700 | Dallas | TX | 75247 | N/A | PC | Towards Meals on Wheels general support ($50,000) and the Brown Study participants ($50,000) | $100,000 |
| Volunteers of America | |||||||
| 300 East Midway Drive | Euless | TX | 76039 | N/A | PC | Towards the Resolana Mentoring Program | $25,000 |
| Westhills Baseball Inc | |||||||
| P O Box 4702 | West Hills | CA | 91307 | N/A | PC | Towards Field Renovations | $5,000 |
| Woven Health Clinic | |||||||
| 1 Medical Parkway Ste 149 | Farmers Branch | TX | 75234 | N/A | PC | General operating support | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,218,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,008 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $282,422 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,371,196 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$1,086,766 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,086,766 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation services | CategoryTxt |
| Amt | $4,825 | Amt |
| Net Investment Income | $2,412 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,413 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | The Torres Foundation | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 Harry Hines Blvd | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-12-16 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | Baseball participation expenses for low-income youth | PurposeOfGrantTxt |
| Any Diversion By Grantee | No | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 03/30/2023 | DatesOfReportsByGranteeTxt |
| Results Of Verification | The Foundation reviewed the grant reports submitted by the Grantee, but did not undertake any verification thereof, as there was no reason to doubt their accurancy or reliability. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Merrill Lynch statement corporate stocks | StockNm |
| EOY Book Value | $16,083,970 | EOYBookValueAmt |
| EOYFMV | $17,084,252 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Annuity Contracts | AT COST | $2,000,000 | $2,001,337 |
| Merrill Lynch statement mutual funds | AT COST | $180,739 | $184,219 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Dividends receivable | $663 | $417 | $417 |
| Due on pending sale | $12,121 | $12,121 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank service charges | $235 | $235 |
| Miscellaneous | $26 | $26 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Advanced line of credit | Desc |
| EOY Book Value | $1,218,400 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Lynch investment mgmt. | CategoryTxt |
| Amt | $139,613 | Amt |
| Net Investment Income | $139,613 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign tax paid | CategoryTxt |
| Amt | $2,275 | Amt |
| Net Investment Income | $2,275 | NetInvestmentIncomeAmt |