CRAIG AND KATHRYN HALL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CRAIG AND KATHRYN HALL FOUNDATION (EIN 38-2275211)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-05-01
- IRS object ID
- 202301219349100705
- Schema version
- 2021v4.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-01T07:51:03-05:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382275211 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG AND KATHRYN HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAI | BusinessNameControlTxt |
| Phone | 9722699500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 ROSS AVE STE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIJETTA HALL WALLER | PersonNm |
| Person Title | PRESIDENT/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9722699500 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIJETTA | PersonFirstNm |
| Person Last | HALL WALLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $4,842,751 | 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 | $1,560,234 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,389 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,389 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,075 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$249,891 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $96 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $211,866 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $211,866 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,566,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $256,330 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $85,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $22,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,316 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,545 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,545 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,752 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,447 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,430 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166,060 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,975 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $980,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $980,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,146,393 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,975 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $980,333 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $420,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,355 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,120 | CashBOYAmt |
| Cash EOY | $146,634 | CashEOYAmt |
| Cash EOYFMV | $146,634 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,976,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,056,430 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,982,467 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $1,198,916 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,462,458 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,713,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,255,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,665,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,842,751 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,255,326 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,665,522 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,255,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,665,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,255,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,665,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,255,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $420,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,675,606 | SubtotalAmt |
| Other Decreases | $10,084 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,665,522 | 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 |
|---|---|---|---|---|---|---|---|
| FLOWTHRU PER K-1 | P | 2021-09-01 | 2021-12-31 | $96 | $19,404 | -$19,308 | -$19,308 |
| FLOWTHRU PER K-1 | P | 2020-12-01 | 2021-12-31 | $230,583 | -$230,583 | -$230,583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$249,891 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,966 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,966 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,966 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,072 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,572 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $3,596 | OverpaymentAmt |
| Applied To ES Tax | $3,596 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD BRAUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142699500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 ROSS AVE STE 200 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| BRIJETTA HALL WALLER | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | PRESIDENT/TRUSTEE | 25.00 | $85,000 | $0 | $0 |
| DAVID H CAIN | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | SECRETARY/TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRYAN TOLBERT | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | TREASURER/VICE PRES OF FIN | 1.00 | $0 | $0 | $0 |
| KATHRYN WALT HALL | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CRAIG HALL | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KRISTINA HALL | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER CAIN BROWN | ||||||||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $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 | $2,262,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,751,271 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,013,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,013,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,205 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,938,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,924 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,924 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,966 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,966 | TotalTaxAmt |
| Distributable Before Adj | $243,958 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $243,958 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $243,958 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $980,333 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $980,333 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,958 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $338,144 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $602,088 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $707,757 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,198,186 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $944,735 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,790,910 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $980,333 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $243,958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $736,375 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,527,285 | 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 | $338,144 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,189,141 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $602,088 | ExcessFromYear4Amt |
| Excess From Year3 | $707,757 | ExcessFromYear3Amt |
| Excess From Year2 | $1,198,186 | ExcessFromYear2Amt |
| Excess From Year1 | $944,735 | ExcessFromYear1Amt |
| Excess From Current Year | $736,375 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIJETTA HALL WALLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 ROSS AVE STE 200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2142699500 | RecipientPhoneNum |
| Recipient Email Address | BWALLER@CKHALLFOUNDATIO | RecipientEmailAddressTxt |
| Form And Info And Materials | COMPLETE APPLICATION FORM OR SUBMIT WRITTEN MATERIALS. MATERIALS SHOULD INCLUDE GRANT AMOUNT, PURPOSE OF GRANT, ORGANIZATION MISSION AND ADDITIONAL DETAILS ABOUT REQUIEST (OTHER FUNDING SOURCES, ETC.) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES. GRANTS ARE REVIEWED ON A ROLLING BASIS APPROXIMATELY ONCE PER QUARTER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO SUBMISSIONS FROM NORTH TEXAS AND NAPA VALLEY, CA GEOGRAPHIC AREAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALL STAR HELPING KIDS | ||||||||||
| 4675 STEVENS CREEK BLVD STE 101 | SANTA CLARA | CA | 95052 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| ALLEN COMMUNITY OUTREACH | ||||||||||
| 801 E MAIN STREET | ALLEN | TX | 75002 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| ALTA VISTA CENTER FOR AUTISM | ||||||||||
| 2001 HOYT ST | LAKEWOOD | CA | 802151639 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| AMY'S ANGELS CORPORATION | ||||||||||
| 90 HOPMEADOW STREET | SIMSBURY | CT | 06089 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| ANDERSON RANCH ARTS | ||||||||||
| P O BOX 5598 | SNOWMASS VILLAGE | CO | 81615 | NONE | 501(C)(3) | NATIONAL COUNCIL SUPPORT | $3,000 | |||
| ASPEN YOUTH CENTER | ||||||||||
| PO BOX 8266 | ASPEN | CO | 81612 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,250 | |||
| AT & T PERFORMING ARTS CENTER | ||||||||||
| 700 N PEARL ST STE N1800 | DALLAS | TX | 75201 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| AUSTRIAN-AMERICAN EDUCATIONAL COMMISSION | ||||||||||
| NONE | 501(C)(3) | FULBIRIGHT COMMISSIONSUPPORT PROGRAM | $50,000 | QUARTIER 21/MQ MUSEUMPLATZ 1 | WIEN A | AU | ||||
| BOYS & GIRLS CLUBS OF GREATER DALLAS | ||||||||||
| PO BOX 140189 | DALLAS | TX | 75214 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| CALIFORNIA RESTAURANT ASSN FOUNDATION | ||||||||||
| 621 CAPITOL MALL STE 2000 | SACRAMENTO | CA | 95814 | NONE | 501(C)(3) | COVID RELIEF CARE FUND | $1,000 | |||
| CENTER FOR AMERICAN ENTREPRENEURSHIP | ||||||||||
| 503 ARNON LAKE DR | GREAT FALLS | VA | 22066 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||
| CENTER FOR AMERICAN PROGRESS | ||||||||||
| 1333 H ST NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | SUPPORT PROGRAM | $25,000 | |||
| CHABAD OF NORTH TEXAS | ||||||||||
| 6618 SHELL FLOWER LANE | DALLAS | TX | 75252 | NONE | 501(C)(3) | PROGRAM SUPPORT | $18,000 | |||
| CHILD & FAMILTY GUIDANCE CENTER | ||||||||||
| 8915 HARRY HINES BLVD | DALLAS | TX | 75235 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| CHILDREN AND FAMILY INSTITUTE INC | ||||||||||
| 5787 S HAMPTON RD STE 480 | DALLAS | TX | 75232 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| CHILDREN'S ADVOCACY CTR OF COLLIN CTY | ||||||||||
| 2205 LOIS RIOS BLVD | PLANO | TX | 75074 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| COMMUNITIES IN SCHOOLS-DALLAS REGION INC | ||||||||||
| 1341 W MOCKINGBIRD LANE STE 1000E | DALLAS | TX | 75247 | NONE | 501(C)(3) | SUPPORT PROGRAM | $1,000 | |||
| COMMUNITY FOUNDATION OF TX HILL COUNTRY | ||||||||||
| 241 EARL GARRETT ST | KERRVILLE | TX | 78028 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | |||
| CONNOLLY RANCH | ||||||||||
| 3141 BROWNS VALLEY RD | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| COPE FAMILY CENTER | ||||||||||
| 707 RANDOLPOH ST | NAPA | CA | 94559 | NONE | 501(C)(3) | SUPPORT PROGRAM | $27,900 | |||
| CREATIVE TIME INC | ||||||||||
| 59 EAST 4TH ST 6TH FLOOR | NEW YORK | NY | 10003 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | |||
| CRISTO REY DALLAS HIGH SCHOOL | ||||||||||
| 9701 SAN LEON AVE | DALLAS | TX | 75217 | NONE | 501(C)(3) | PROGRAM SUPPORT | $4,400 | |||
| DALLAS ARBORETUM & BOTANICAL SOCIETY | ||||||||||
| 8617 GARLAND RD | DALLAS | TX | 75218 | NONE | 501(C)(3) | SUPPORT | $10,000 | |||
| DALLAS AREA HABITAT FOR HUMANITY INC | ||||||||||
| 280 NHAMPTON RD | DALLAS | TX | 75212 | NONE | 501(C)(3) | SUPPORT PROGRAM | $20,000 | |||
| DALLAS CHILDREN'S ADVOCACY CENTER | ||||||||||
| 5351 SAMUELL BLVD | DALLAS | TX | 75228 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| FAMILY COMPASS | ||||||||||
| 4200 JUNIUS ST | DALLAS | TX | 75246 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| FEEDING IT FORWARD INC | ||||||||||
| PO BOX 6244 | NAPA | CA | 94581 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| FOUNDATION FOR BRAIN HEALTH | ||||||||||
| 2200 W MOCKINGBIRD LN | DALLAS | TX | 75235 | NONE | 501(C)(3) | PROGRAM SUPPORT | $48,750 | |||
| FRIENDS AND FOUNDAITON ST HELENA PUBLIC LIBRARY | ||||||||||
| PO BOX 171 | ST HELENA | CA | 94574 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,500 | |||
| FRIENDS OF JESUS MOROLES EXPRESSIVE ARTS | ||||||||||
| PO BOX 225342 | DALLAS | TX | 75222 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| FRISCO ASSOCIATION FOR THE ARTS | ||||||||||
| 3201 DALLAS PARKWAY STE 200-211 | FRISCO | TX | 75034 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | |||
| GENESIS WOMEN'S SHELTER & SUPPORT | ||||||||||
| 4411 LEMMON AVE STE 201 | DALLAS | TX | 75219 | NONE | 501(C)(3) | GENERAL STORM RELIEF | $2,000 | |||
| GIDEONS PROMISE INC | ||||||||||
| 1010 MARIETTA ST NW STE 250 | ATLANTA | GA | 30303 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 | |||
| GIRLSTART | ||||||||||
| 320 DECKER DR STE 100 | IRVING | TX | 75062 | NONE | 501(C)(3) | SUPPORT PROGRAM | $1,000 | |||
| HEROS FOR CHILDREN | ||||||||||
| PO BOX 831087 | RICHARDSON | TX | 75083 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| HIAS | ||||||||||
| PO BOX 97077 | WASHINGTON | DC | 200907077 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 | |||
| HORATIO ALGER ASSOCIATION | ||||||||||
| 99 CANAL CENTER PLAZA STE 320 | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | SUPPORT PROGRAM | $59,000 | |||
| IF GIVEN A CHANCE | ||||||||||
| PO BOX 2607 | NAPA | CA | 94558 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | |||
| INNOCENCE PROJECT INC | ||||||||||
| 40 WORTH ST | NEW YORK | NY | 10013 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 | |||
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||||||
| 3600 WILSHIRE BLVD SUITE 1810 | LOS ANGELES | CA | 90010 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | |||
| JEWISH FEDERATION OF GREATER DALLAS | ||||||||||
| 7800 NORTHHAVEN RD | DALLAS | TX | 75230 | NONE | 501(C)(3) | PROGRAM SUPPORT | $25,000 | |||
| JOYS OF MUSIC AND MOVEMENT | ||||||||||
| PO BOX 130664 | DALLAS | TX | 75313 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| JUNIOR ACHIEVEMEN OF DALLAS INC | ||||||||||
| PO BOX 191405 | DALLAS | TX | 75219 | NONE | 501(C)(3) | GENERAL SUPPORT | $8,416 | |||
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||||
| 9400 N CENTRAL EXPRESSWAY 1201 | DALLAS | TX | 75231 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,500 | |||
| KIDS AGAINST HUNGER BAY AREA | ||||||||||
| 1258 QUARRY LANE | PLEASANTON | CA | 94566 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| LEGAL AID OF SONOMA COUNTY | ||||||||||
| 144 S STREET STE 100 | SANTA ROSA | CA | 95404 | NONE | 501(C)(3) | PROGRAM SUPPORT | $34,000 | |||
| LITERACY UNITED | ||||||||||
| 3145 MCCART AVE | FT WORTH | TX | 76110 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| MAUI HEALTH FOUNDATION | ||||||||||
| 221 MAHALANI ST | WAILUKU | HI | 96793 | NONE | 501(C)(3) | ANNUAL SUPPORT | $10,000 | |||
| MERIDIAN INTERNATIONAL CENTER | ||||||||||
| 1630 CRESCENT PLACE NW | WAHSINTON | DC | 20009 | NONE | 501(C)(3) | PROGRAM SUPPORT | $17,500 | |||
| MI ESCUELITA PRESCHOOL | ||||||||||
| PO BOX 191487 | DALLAS | TX | 75219 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| MILES OF FREEDOM | ||||||||||
| 3737 ATLANTA AVE | DALLAS | TX | 75215 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,050 | |||
| MOSAIC FAMILY SERVICES | ||||||||||
| 12225 GRENVILLE AVE STE 800 | DALLAS | TX | 75243 | NONE | 501(C)(3) | PROGRAM SUPPORTPROGRAM SUPPORT | $1,000 | |||
| MUSIC IN THE VINEYARDS INC | ||||||||||
| PO BOX 6297 | NAPA | CA | 94581 | NONE | 501(C)(3) | PROGRAM SUPPORT -EVENT | $12,817 | |||
| NAPA COMMUNTIES FIREWISE FOUNDATION | ||||||||||
| PO BOX 440B | ST HELENA | CA | 94574 | NONE | 501(C)(3) | PROGRAM SUPPORT | $25,000 | |||
| NAPA COUNTY RESCOUREC CONSERVATION DISTRICT | ||||||||||
| 1303 JEFFERSON ST STE 500B | NAPA | CA | 94559 | NONE | 501(C)(3) | PROGRAM SUPPPORT | $10,000 | |||
| NAPA EDUCATION FOUNDATION INC | ||||||||||
| 2425 JEFFERSON ST 103 | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | |||
| NAPA EMERGENCY WOMEN'S SERVICES | ||||||||||
| 1141 PEAR TREE LANE STE 220 | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| NAPA HUMANE | ||||||||||
| 3265 CALIFORNIA BLVD | NAPA | CA | 94558 | NONE | 501(C)(3) | SUPPORT PROGRAM | $1,000 | |||
| NAPA VALLEY COMMUNITY FOUNDATION | ||||||||||
| 3299 CLAREMONT WAY 4 | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,000 | |||
| NAPA VALLEY FESTIVAL ASSOCIATION | ||||||||||
| 1030 SEMINARY ST STE C | NAPA | CA | 94559 | NONE | 501(C)(3) | PROGRAM SUPPORT | $71,300 | |||
| NATIONAL DEMOCRATIC INSTITUTE | ||||||||||
| 455 MASSACHUSETTS AVE STE 800 | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 | |||
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||||
| 1145 17TH ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | PROGRAM SUPPPORT | $25,000 | |||
| NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION | ||||||||||
| 1905 E RANDOL MILL RD SUITE B | ARLINGON | TX | 76011 | NONE | 501(C)(3) | PROGRAM SUPPORT | $200,000 | |||
| NETWORK FOR TEACHING ENTREPRENEURSHIP | ||||||||||
| 120 WALL ST 18TH FLOOR | NEW YORK | NY | 10005 | NONE | 501(C)(3) | PROGRAM SUPPORT | $25,000 | |||
| NM RELEGIOUS COALITION FOR REPRODUCTIVE CHOICE | ||||||||||
| PO BOX 66433 | ALBUQURERQUE | NM | 87193 | NONE | 501(C)(3) | PROGRAM SUPPORT | $900 | |||
| NO KID HUNGER BY SHARE OUR STRENGTH | ||||||||||
| PO BOX 715475 | PHILADELPHIA | PA | 19171 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| NORTH TEXAS FOOD BANK | ||||||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75201 | NONE | 501(C)(3) | PROVIDES FOOD AND MEALS FOR HUNGRY FAMILIES | $32,300 | |||
| NORTHWESTERN UNIVERSITY | ||||||||||
| 1201 DAVIS ST 3RD FLOOR | EVANSTON | IL | 602084410 | NONE | 501(C)(3) | LIBRARY SUPPORT | $5,000 | |||
| ONE MIND | ||||||||||
| PO BOX 680 | NAPA | CA | 94573 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 | |||
| PACIFIC PRIMARY | ||||||||||
| 1501 GROVE ST | SAN FRANCISCO | CA | 94117 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,000 | |||
| PEDI PLACE | ||||||||||
| 502 S OLD ORCHARD LANE SUITE 126 | LEWISVILLE | TX | 75067 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| PFLAG INC | ||||||||||
| PO BOX 872 | GLENWOOOD SPRINGS | CO | 81602 | NONE | 501(C)(3) | PROGRAM SUPPPORT | $500 | |||
| PLANNED PARENTHOOD | ||||||||||
| PO BOX 732055 | DALLAS | TX | 75373 | NONE | 501(C)(3) | PROGRAM SUPPPORT | $750 | |||
| PROMISE HOUSE | ||||||||||
| 224 W PAGE AVE | DALLAS | TX | 75208 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| QUALITY OF LIFE FOUNDATION METRO DALLAS | ||||||||||
| 500 NORTH AKARD ST 2600 | DALLAS | TX | 75201 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | |||
| ROCKFORD FAMILY PLANNING FOUNDATION | ||||||||||
| 733 STRUCK ST BOX 44077 | MADISON | WI | 75374 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| SERENITY HOMES OF NAPA VALLEY | ||||||||||
| 1971 LERNHART ST | NAPA | CA | 94559 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| SHILOH PLACE MCKINNEY | ||||||||||
| PO BOX 2731 | MCKINNEY | TX | 75070 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| SOUTHERN DALLAS LINK INC | ||||||||||
| 3662 W CAMP WISDON RD 2044 | DALLAS | TX | 75237 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| SPEAK OUR TRUTH | ||||||||||
| 13740 MIDWAY RD STE 528 UNIT 116 | DALLAS | TX | 75244 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| ST JOHNS LUTHERN SCHOOL | ||||||||||
| 3521 LINDA VISTA AVE | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,000 | |||
| STANFORD GRADUATE SCHOOL OF BUSINESS | ||||||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | NONE | 501(C)(3) | SUPPORT PROGRAM-GRADUATE SCHOOL | $2,500 | |||
| STANFORD LAW SCHOOL | ||||||||||
| 559 NATHAN ABBOTT WAY | STANFORD | CA | 94305 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,500 | |||
| TEXAS CHRISTIAN UNIVERSITY | ||||||||||
| TCU BOX 297044 | FORT WORTH | TX | 76129 | NONE | 501(C)(3) | PROGRAM SUPPORT | $12,000 | |||
| THE ASPEN INSTITUTE INC | ||||||||||
| 2300 N STREET NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,500 | |||
| THE GEORGE W BUSH FOUNDATION | ||||||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 | |||
| THE KING'S ACADEMY | ||||||||||
| 6801 W PARK BLVD | PLANO | TX | 75093 | NONE | 501(C)(3) | PROGRAM SUPPPORT | $1,000 | |||
| USA FOR UNHCR | ||||||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 | |||
| WORLD CENTRAL KITCHEN INC | ||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| ZERO-THE END OF PROSTATE CANCER | ||||||||||
| 515 KING ST STE 420 | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $980,333 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,389 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,075 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $211,866 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$249,891 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,439 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,439 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | INTEREST INCOME EXCLUDED, USED FOR CHARITABLE CONTRIBUTIONS | RelationshipStatementTxt |
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 |
|---|---|---|---|---|---|---|---|
| HALL PHOENIXINWOOD LTD | |||||||
| 1 | 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 | $1,555,234 | Yes (X) | |
| CHARLES BARCLAY | |||||||
| 2 | 8279 ALVORD ST | MC LEAN | VA | 22102 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 36,261 SHARES OF ORIGIN BANCORP INC | NoncashPropertyDesc |
| Fair Market Value | $1,555,234 | FairMarketValueAmt |
| Received | 2021-12-03 | ReceivedDt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,316 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN PARTNERSHIPS | Desc |
| BOY Book Value | $1,198,916 | BOYBookValueAmt |
| EOY Book Value | $1,462,458 | EOYBookValueAmt |
| EOYFMV | $1,713,650 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCISE TAX | $5,000 |
| NONDEDUCTIBLE EXPENSES | $5,084 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER AND OFFICE SUPPLIES | $230 | $0 | $0 |
| PAYROLL SERVICE FEE | $7,787 | $0 | $0 |
| FLOWTHRU FROM PARTNERSHIP | $40,430 | $40,430 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FLOWTHRU FROM PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $211,866 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $211,866 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $211,866 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| HALL PHOENIXINWOOD LTD | |||
| 2323 ROSS AVE STE 200 | DALLAS | TX | 75201 |
| CHARLES BARCLAY | |||
| 8279 ALVORD ST | MC LEON | VA | 22102 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $6,752 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |