BYRNE FAMILY FOUNDATION TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BYRNE FAMILY FOUNDATION TRUST (EIN 83-0768784)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-17
- IRS object ID
- 202303219349100320
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-17T12:21:06-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900525804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVILLE CPAS AND ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET SUITE 1900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830768784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRNE FAMILY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BYRN | BusinessNameControlTxt |
| Phone | 2149229727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL ST STE 1900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER BYRNE KOOPMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2149229727 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEATHER | PersonFirstNm |
| Person Last | BYRNE KOOPMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL PARKER CPA | PreparerPersonNm |
| PTIN | P01239038 | PTIN |
| Phone | 2149229727 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
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 |
| 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 | $27,700,498 | 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 | $1,035,008 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $514,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $514,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,800,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,228,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $100,137 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $100,137 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$151,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $614,332 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,421 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,421 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,930 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,383 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,383 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,557 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,557 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,546 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,546 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $213,837 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,870 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,967 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,817,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,817,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,031,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,870 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,881,957 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,183,010 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $509,462 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4 | CashBOYAmt |
| Cash EOY | $4 | CashEOYAmt |
| Cash EOYFMV | $4 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,382,973 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,360,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,360,157 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $9,635 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,975 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $9,635 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $9,635 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $28,869,695 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,689,115 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,330,702 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $30,254,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,058,911 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,700,498 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $15,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $15 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,015 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,015 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $30,239,632 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,043,896 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,239,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,043,896 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,254,647 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,058,911 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,239,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,183,010 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,148 | OtherIncreasesAmt |
| Subtotal | $28,093,770 | SubtotalAmt |
| Other Decreases | $49,874 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,043,896 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WESTWOOD #9011 (SEE ATTACHED) | $827,269 | $890,453 | -$63,184 | -$63,184 | |
| WESTWOOD #9011 (SEE ATTACHED) | $1,266,357 | $1,365,416 | -$99,059 | -$99,059 | |
| WESTWOOD #9011 (SEE ATTACHED) | $1,064,307 | $1,103,957 | -$39,650 | -$39,650 | |
| WESTWOOD #9011 (SEE ATTACHED) | $8,625,593 | $10,117,086 | -$1,491,493 | -$1,491,493 | |
| FIDELITY #0425 (SEE ATTACHED) | $290,935 | $328,224 | -$37,289 | -$37,289 | |
| FIDELITY #0425 (SEE ATTACHED) | $24,990 | $26,595 | -$1,605 | -$1,605 | |
| FIDELITY #0425 (SEE ATTACHED) | $433,827 | $515,312 | -$81,485 | -$81,485 | |
| FIDELITY #0425 (SEE ATTACHED) | $61,456 | $68,911 | -$7,455 | -$7,455 | |
| FIDELITY #0426 (SEE ATTACHED) | $121,068 | $150,537 | -$29,469 | -$29,469 | |
| FIDELITY #0426 (SEE ATTACHED) | $187,360 | $230,698 | -$43,338 | -$43,338 | |
| FIDELITY #0427 (SEE ATTACHED) | $6,358 | $5,776 | $582 | $582 | |
| FIDELITY #0427 (SEE ATTACHED) | $17,028 | $8,365 | $8,663 | $8,663 | |
| FIDELITY #3286 (SEE ATTACHED) | $1,654,255 | $1,756,558 | -$102,303 | -$102,303 | |
| FIDELITY #3286 (SEE ATTACHED) | $400,800 | $385,722 | $15,078 | $15,078 | |
| FIDELITY #3286 (SEE ATTACHED) | $1,517,651 | $1,475,189 | $42,462 | $42,462 | |
| FIDELITY #3286 (SEE ATTACHED) | $7,359,345 | $7,497,778 | -$138,433 | -$138,433 | |
| FIDELITY #3286 (SEE ATTACHED) | $933,026 | $1,017,361 | -$84,335 | -$84,335 | |
| WESTWOOD TRUST SHORT TERM | $84,878 | -$84,878 | -$84,878 | ||
| WESTWOOD TRUST LONG TERM | $247,676 | $247,676 | $247,676 | ||
| CAPITAL GAINS DIVIDENDS | $188,992 | $188,992 | $188,992 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,800,523 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,082 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,082 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,082 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,065 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,065 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,983 | OverpaymentAmt |
| Applied To ES Tax | $7,983 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAVILLE DODGEN CO | IndividualWithBooksNm |
| Phone | 2149229727 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET STE 1900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J TIMOTHY BYRNE | ||||||||
| 700 N PEARL ST STE 1900 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MELANIE BYRNE | ||||||||
| 700 N PEARL ST STE 1900 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JORDAN BYRNE BRAINERD | ||||||||
| 700 N PEARL ST STE 1900 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEATHER BYRNE KOOPMAN | ||||||||
| 700 N PEARL ST STE 1900 | DALLAS | TX | 75201 | TRUSTEE | 20.00 | $44,421 | $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 | $26,914,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,933,761 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,847,779 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,847,779 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $432,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,415,062 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,420,753 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,420,753 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,082 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,082 | TotalTaxAmt |
| Distributable Before Adj | $1,413,671 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,413,671 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,413,671 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,881,957 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,881,957 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,413,671 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $74,552 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,881,957 | QualifyingDistributionsAmt |
| Applied To Year1 | $74,552 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,413,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $393,734 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $393,734 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $393,734 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $393,734 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J TIMOTHY BYRNE | ContributingManagerNm |
| Contributing Manager | MELANIE BYRNE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A VOICE FOR ALL PAWS | |||||||
| 8034 FOREST TRAIL | DALLAS | TX | 75238 | 501(C)(3) | ANIMALS | $7,000 | |
| AFTER-SCHOOL ALL-STARS NORTH TEXAS | |||||||
| 2902 SWISS AVE | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $15,000 | |
| CAFE MOMENTUM | |||||||
| 1510 PACFIFIC AVE | DALLAS | TX | 75201 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $25,000 | |
| CANINE COMPANIONS | |||||||
| 2965 DUTTON AVENUE PO BOX 446 | SANTA ROSA | CA | 95402 | 501(C)(3) | ANIMALS | $50,000 | |
| CARTERS HOUSE | |||||||
| 2500 ROMINE AVE | DALLAS | TX | 75215 | 501(C)(3) | POVERTY | $10,000 | |
| CATALINA ISLAND MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 524 | AVALON | CA | 90704 | 501(C)(3) | HEALTH | $1,000 | |
| CHILD POVERTY ACTION LAB | |||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | 501(C)(3) | POVERTY | $75,000 | |
| CHILDCARE GROUP | |||||||
| 1420 W MOCKINGBIRD LN SUITE 300 | DALLAS | TX | 75247 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| CHILDREN'S ADVOCACY CENTER FOR NORTH TEXAS | |||||||
| 1854 CAIN DRIVE | LEWISVILLE | TX | 75077 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $18,668 | |
| CITY YEAR DALLAS | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| COMMIT | |||||||
| 3800 MAPLE AVENUE SUITE 800 | DALLAS | TX | 75219 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $150,000 | |
| COMMUNITY FOUNDATION BOULDER COUNTY | |||||||
| 1123 SPRUCE STREET | BOULDER | CO | 80302 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $2,500 | |
| COVENANT HOUSE CALIFORNIA | |||||||
| 1325 N WESTERN AVE | LOS ANGELES | CA | 90027 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $2,000 | |
| DALLAS AFTERSCHOOL | |||||||
| 3900 WILLOW ST SUITE 110 | DALLAS | TX | 75226 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| DALLAS CAT LADY | |||||||
| PO BOX 181671 | DALLAS | TX | 75218 | 501(C)(3) | ANIMALS | $6,000 | |
| DALLAS CAT RESCUE | |||||||
| PO BOX 262571 | PLANO | TX | 75026 | 501(C)(3) | ANIMALS | $5,000 | |
| DALLAS CHILDREN'S ADVOCACY CENTER | |||||||
| 5351 SAMUELL BOULEVARD | DALLAS | TX | 75228 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $2,500 | |
| DALLAS COMMUNITY LIGHTHOUSE KIDS-UNIVERSITY | |||||||
| 8515 GREENVILLE AVE STE N214 | DALLAS | TX | 75243 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $15,000 | |
| DALLAS EDUCATION FOUNDATION | |||||||
| 3700 ROSS AVE | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $10,000 | |
| ECKER HILL MIDDLE SCHOOL PTA | |||||||
| 2465 WEST KILBY RD | PARK CITY | UT | 84098 | 501(C)(3) | EDUCATION/YOUT | $1,500 | |
| EDUCATION OPENS DOORS | |||||||
| 2804 SWISS AVENUE | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $25,000 | |
| FIRST UNITARIAN CHURCH OF DALLAS | |||||||
| 4015 NORMANDY AVE | DALLAS | TX | 75205 | 501(C)(3) | FAMILY SERVICES | $2,500 | |
| FOR OAK CLIFF | |||||||
| 4478 S MARSALIS AVE | DALLAS | TX | 75216 | 501(C)(3) | POVERTY | $25,000 | |
| FRAZIER REVITALIZATION | |||||||
| 4716 ELSIE FAYE HEGGINS ST | DALLAS | TX | 75210 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| GEMS CAMP | |||||||
| 1408 N RIVERFRONT BLVD NO 249 | DALLAS | TX | 75207 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $15,000 | |
| GFWC PARK CITY ATHENAEUM CLUB | |||||||
| PO BOX 683601 | PARK CITY | UT | 84068 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $400 | |
| HARVEST PROJECT FOOD RESCUE | |||||||
| 3445 LINDA DR | DALLAS | TX | 75220 | 501(C)(3) | POVERTY | $2,500 | |
| HIS BRIDGEBUILDERS | |||||||
| 422 PIKE ROAD | SAN ANTONIO | TX | 78209 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $15,000 | |
| HOLY CROSS MINISTRIES | |||||||
| 860 EAST 4500 SOUTH SUITE 204 | SALT LAKE CITY | UT | 84107 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $35,000 | |
| ILOOKLIKELOVE INC | |||||||
| 2711 S ERVAY ST 102 | DALLAS | TX | 75215 | 501(C)(3) | FAMILY SERVICES | $20,000 | |
| JEWISH FAMILY SERVICES | |||||||
| 1070 COLLEGE AVE | COLUMBUS | OH | 43209 | 501(C)(3) | FAMILY SERVICES | $5,000 | |
| JUBILEE PARL & COMMUNITY CENTER | |||||||
| 907 BANK STREET | DALLAS | TX | 75223 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| LAMPLIGHTER SCHOOL | |||||||
| 11611 INWOOD RD | DALLAS | TX | 75229 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $10,000 | |
| LEADERSHIP ISD | |||||||
| 1349 EMPIRE CENTRAL DRIVE SUITE 270 | DALLAS | TX | 75247 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| LIVE LIKE SAM FOUNDATION | |||||||
| PO BOX 681499 | PARK CITY | UT | 84068 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $10,000 | |
| LUCILES 1913 | |||||||
| 12401 SOUTH POST OAK SUITE J | HOUSTON | TX | 77045 | 501(C)(3) | POVERTY | $5,000 | |
| LUMIN EDUCATION | |||||||
| 924 WAYNE ST | DALLAS | TX | 75223 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $45,000 | |
| MOUNTAINLANDS COMMUNITY HOUSING TRUST | |||||||
| 1960 SIDEWINDER DR STE 107 | PARK CITY | UT | 84060 | 501(C)(3) | HOUSING | $10,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $1,000 | |
| NEW HOPE EQUINE ASSISTED THERAPY | |||||||
| 6151 FM 1830 | ARGYLE | TX | 76226 | 501(C)(3) | HEALTH | $5,000 | |
| OPERATION KINDNESS | |||||||
| 3201 EARHART DRIVE | CARROLLTON | TX | 75006 | 501(C)(3) | ANIMALS | $40,000 | |
| ORANGE COUNTY COMMUNITY FOUNDATION | |||||||
| 4041 MACARTHUR BLVD STE 510 | NEWPORT BEACH | CA | 92660 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $1,000 | |
| PARK CITY COMMUNITY FOUNDATION | |||||||
| 1918 PROSPECTOR AVE | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $7,500 | |
| PARK CITY EDUCATION FOUNDATION | |||||||
| 1821 SIDEWINDER DR 4 | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $35,000 | |
| PAWS FOR LIFE UTAH | |||||||
| 89 NORTH 100 EAST | HEBER CITY | UT | 84032 | 501(C)(3) | ANIMALS | $5,000 | |
| PROJECT TRANSFORMATION NORTH TEXAS | |||||||
| 4024 CARUTH BLVD | DALLAS | TX | 75225 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $11,522 | |
| PRX INCORPORATED | |||||||
| PO BOX 382234 | CAMBRIDGE | MA | 02238 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $10,000 | |
| PUEDE NETWORK SCHOLARS PROGRAM | |||||||
| 2207 HARLANDALE AVE | DALLAS | TX | 75216 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $6,400 | |
| READERS 2 LEADERS | |||||||
| 2800 N HAMPTON RD STE 120 | DALLAS | TX | 75212 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| ROCKY MOUNTAIN THERAPY DOGS | |||||||
| 1186 NORTH COTTAGE WAY | MIDWAY | UT | 84049 | 501(C)(3) | ANIMALS | $5,000 | |
| SADDLE OF LOVE | |||||||
| 8845 SILVER CREEK ROAD | PARK CITY | UT | 84098 | 501(C)(3) | HEALTH | $5,000 | |
| SCHOLARSHOT | |||||||
| 2904 SWISS AVENUE | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $45,000 | |
| SENIOR PET ASSISTANCE NETWORK | |||||||
| PO BOX 821173 | DALLAS | TX | 75382 | 501(C)(3) | ANIMALS | $15,000 | |
| SOCIETY OF ST VINCENT DE PAUL OF NORTH TEXAS | |||||||
| 3826 GILBERT AVE | DALLAS | TX | 75219 | 501(C)(3) | POVERTY | $5,000 | |
| SOS OUTREACH | |||||||
| 450 MILLER RANCH RD | EDWARDS | CO | 81632 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $10,000 | |
| SPAY NEUTER NETWORK | |||||||
| 3117 E SEMINARY DR | FORT WORTH | TX | 76119 | 501(C)(3) | ANIMALS | $40,000 | |
| SPCA OF TX | |||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | 501(C)(3) | ANIMALS | $10,000 | |
| TR HOOVER CDC | |||||||
| 5106 BEXAR ST | DALLAS | TX | 75215 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| T3 PARTNERSHIP | |||||||
| 777 TAYLOR STREET SUITE 900 | FORT WORTH | TX | 76102 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $45,000 | |
| TEACH PLUS INCORPORATED | |||||||
| 27-43 WORMWOOD STREET TOWER POINT | BOSTON | MA | 02210 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | SUITE 410 |
| TEXAS 2036 | |||||||
| 3963 MAPLE AVE STE 290 | DALLAS | TX | 752193209 | 501(C)(3) | PUBLIC POLICY | $50,000 | |
| THE EGYPTIAN THEATRE | |||||||
| 135 N SECOND STREET | DEKALB | IL | 60115 | 501(C)(3) | PRESERVATION | $2,500 | |
| THE MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | 501(C)(3) | HEALTH | $5,000 | |
| TREASURE MOUNTAIN JUNIOR HIGH (TMJH) PTA | |||||||
| 2530 KEARNS BLVD | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $1,500 | |
| TRINITY PARK CONSERVANCY | |||||||
| 1444 OAK LAWN AVE SUITE 200 | DALLAS | TX | 75207 | 501(C)(3) | DISASTER RELIEF, ENVIRONMENT | $200,000 | |
| UNION GOSPEL MISSION | |||||||
| 3211 IRVING BLVD | DALLAS | TX | 75247 | 501(C)(3) | POVERTY | $10,000 | |
| UNITED TO LEARN | |||||||
| 5310 HARVEST HILL ROAD STE 190 | DALLAS | TX | 75230 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| UNT DALLAS | |||||||
| 7400 UNIVERSITY HILLS BLVD | DALLAS | TX | 75241 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| UPCHIEVE | |||||||
| 150 COURT ST SUITE 2 | BROOKLYN | NY | 11201 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| URBAN TEACHERS DFW | |||||||
| 1800 WASHINGTON BLVD SUITE 411 | BALTIMORE | MD | 21230 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| VNA | |||||||
| 1600 VICEROY DR STE 400 | DALLAS | TX | 75235 | 501(C)(3) | FAMILY SERVICES | $80,000 | |
| WHITE ROCK CENTER OF HOPE | |||||||
| 10021 GARLAND RD | DALLAS | TX | 75218 | 501(C)(3) | POVERTY | $10,000 | |
| YEAR UP | |||||||
| 701 ELM STREET STE 400 | DALLAS | TX | 75202 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| YOUNG WOMEN'S PREPARATORY NETWORK | |||||||
| 1722 ROUTH STREET SUITE 720 | DALLAS | TX | 75201 | 501(C)(3) | FAMILY SERVICES | $50,000 | |
| YOUTH REVIVE | |||||||
| 1808 S GOOD LATIMER EXPY | DALLAS | TX | 75226 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,817,990 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $514,195 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $100,137 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,800,523 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $100,137 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,286,328 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,186,191 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRNE CHARITABLE LEAD ANNUITY TR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N PEARL STREET SUITE 1900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,035,008 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,930 | Amt |
| Net Investment Income | $14,930 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RGT #3286 | $23,860,429 | $23,648,882 |
| RGT #0425 | $555,863 | $494,306 |
| RGT #0426 | $1,439,754 | $1,373,094 |
| RGT #0427 | $833,069 | $814,420 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE ADJUSTMENT FOR SALE OF SECURITIES | Desc |
| Amt | $49,874 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,398 | $0 | $3,398 |
| PAYROLL FEES | $3,702 | $0 | $3,702 |
| CHARITABLE ADMINISTRATIVE SOFTWARE | $12,446 | $0 | $12,446 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WESTWOOD | $97,637 | $97,637 | $97,637 |
| MISCELLANEOUS INCOME | $2,500 | $2,500 | $2,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $110 |
| ADJUSTMENT TO COST BASIS OF SECURITIES | $37,038 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INCOME | Desc |
| BOY Book Value | $15 | BOYBookValueAmt |
| EOY Book Value | $15 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $38,255 | $38,255 | $0 |
| MANAGEMENT FEES | $7,726 | $7,726 | $0 |
| CONTRACT LABOR | $34,402 | $34,402 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRNE 2020 CHARITABLE LEAD ANNUITY TR | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 N PEARL STREET STE 1900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $45,000 | $0 | $0 |
| FOREIGN TAXES PAID | $9,557 | $9,557 | $0 |