ROBERT A AND MARIANNE S GWINN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT A AND MARIANNE S GWINN FAMILY FOUNDATION (EIN 75-2769152)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202521329349101582
- Schema version
- 2024v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T12:34:36-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474465369 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIEL FISETTE IACONO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8111 LBJ FWY STE 1065 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752511389 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752769152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND MARIANNE GWINN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2144609332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3427 ASBURY ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN W GWINN | PersonNm |
| Person Title | SEC/TRES | PersonTitleTxt |
| Phone | 2144609332 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMUEL G VIERE | PreparerPersonNm |
| PTIN | P01998995 | PTIN |
| Phone | 2146915635 | PhoneNum |
| Preparation | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $749,339 | 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 | $9,948 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,420 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $155,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $247,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,360 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $176,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,781 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,645 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $292 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,353 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $483 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $171 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,299 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,524 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $130,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,006 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,290 | CashBOYAmt |
| Cash EOY | $35,172 | CashEOYAmt |
| Cash EOYFMV | $35,172 | CashEOYFMVAmt |
| Acct Rcvbl | $4,597 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,387 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,597 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,597 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $432,889 | CorporateStockBOYAmt |
| Corporate Stock EOY | $541,302 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $709,570 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $450,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $581,071 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $749,339 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,676 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,676 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,676 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,676 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $446,890 | RetainedEarningBOYAmt |
| Retained Earning EOY | $577,395 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $446,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $577,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $450,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $581,071 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $446,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $130,505 | ExcessRevenueOverExpensesAmt |
| Subtotal | $577,395 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $577,395 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1900 ETY | P | 2023-05-11 | 2024-04-02 | $24,818 | $22,520 | $2,298 | $2,298 |
| 1250 ETY | P | 2023-11-24 | 2024-04-02 | $16,328 | $14,966 | $1,362 | $1,362 |
| 1000 EXG | P | 2023-11-24 | 2024-05-10 | $8,184 | $7,603 | $581 | $581 |
| 512.893 USA | P | 2024-04-19 | 2024-08-30 | $3,499 | $3,487 | $12 | $12 |
| 2250 USA | P | 2024-05-20 | 2024-08-30 | $15,350 | $15,526 | -$176 | -$176 |
| 575 BA | P | 1993-01-28 | 2024-05-20 | $106,386 | $9,948 | $96,438 | $96,438 |
| 187.107 USA | P | 2022-07-15 | 2024-08-30 | $1,277 | $1,212 | $65 | $65 |
| 1700 USA | P | 2024-10-07 | $11,958 | $9,988 | $1,970 | $1,970 | |
| 140 PEP | P | 1998-06-29 | $22,687 | $7,149 | $15,538 | $15,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,360 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,077 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,307 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,307 | SubtotalAmt |
| Tax Based On Investment Income | $2,307 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $2,335 | TaxDueAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | STEPHEN W GWINN | IndividualWithBooksNm |
| Phone | 2144609332 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3427 ASBURY ST | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARIANNE S GWINN | ||||||||
| 3427 ASBURY ST | DALLAS | TX | 75205 | PRES | 000.00 | $0 | $0 | $0 |
| STEPHEN W GWINN | ||||||||
| 3427 ASBURY ST | DALLAS | TX | 75205 | SEC/TRES | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $626,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,492 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $658,894 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $658,894 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $649,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,307 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,307 | TotalTaxAmt |
| Distributable Before Adj | $30,144 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,144 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,144 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,449 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $45,449 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,144 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,026 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,519 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,261 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,475 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,806 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,087 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,449 | QualifyingDistributionsAmt |
| Applied To Current Year | $30,144 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,305 | RemainingDistriFromCorpusAmt |
| Total Corpus | $54,392 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,026 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,519 | ExcessFromYear4Amt |
| Excess From Year3 | $4,261 | ExcessFromYear3Amt |
| Excess From Year2 | $16,475 | ExcessFromYear2Amt |
| Excess From Year1 | $3,806 | ExcessFromYear1Amt |
| Excess From Current Year | $15,305 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN W GWINN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3427 ASBURY ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2144609332 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH FULL DISCLOSURE OF NEED AND USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YMCA MOODY FAMILY | |||||||
| 600 PRESTON RD | UNIVERSITY PARK | TX | 75205 | NA | NA | SEE ATTACHED | $1,000 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750402 | DALLAS | TX | 75275 | NA | NA | SEE ATTACHED | $6,600 |
| STATE FAIR OF TEXAS | |||||||
| PO BOX 150009 | DALLAS | TX | 75315 | NA | NA | SEE ATTACHED | $8,500 |
| DALLAS BAR FOUNDATION | |||||||
| 2101 ROSS AVE | DALLAS | TX | 75201 | NA | NA | SEE ATTACHED | $2,825 |
| HIGHLAND PARK EDUCATION FOUNDATION | |||||||
| 4201 GRASSMERE LN | DALLAS | TX | 75205 | NA | NA | SEE ATTACHED | $20,000 |
| HOUSE OF HEROES CHATTACHOOCHEE VAL | |||||||
| 1225 WEBSTER AVE SUITE B | COLUMBUS | GA | 31901 | NA | NA | SEE ATTACHED | $2,000 |
| ITHACA COLLEGE | |||||||
| 953 DANBY ROAD | ITHACA | NY | 14850 | NA | NA | SEE ATTACHED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,925 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,272 | ExclusionAmt |
| Related Or Exempt Function Incm | $118,088 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $48,693 | ExclusionAmt |
| Related Or Exempt Function Incm | $118,088 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,781 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GWINN MANAGEMENT COMPANY LTD | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3427 ASBURY ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,948 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 575 BOEING COMPANY | NoncashPropertyDesc |
| Fair Market Value | $101,769 | FairMarketValueAmt |
| Received | 2024-05-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,645 | Amt |
| Net Investment Income | $292 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,353 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK BEGINNING OF YEAR | ||
| 550.503 PEP | $47,894 | $83,709 |
| 23,213.692 CLM | $136,190 | $199,406 |
| 9,994.714 ETY | $117,143 | $149,421 |
| 15,149.304 EXG | $109,261 | $123,770 |
| 22,052.421 USA | $130,814 | $153,264 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $2 | $2 |
| AWARD EXPENSE | $169 | $169 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $483 | Amt |
| Net Investment Income | $483 | NetInvestmentIncomeAmt |