J BRIAN AND KAREN M WALTER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- J BRIAN AND KAREN M WALTER FOUNDATION (EIN 32-0430463)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202531299349102023
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T09:33:18-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731690067 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD J POFF PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 833 E ARAPAHO RD STE 220 | AddressLine1Txt |
| City | RICHARDSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75081 | 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 | 320430463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J BRIAN WALTER AND KAREN M WALTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JBRI | BusinessNameControlTxt |
| Phone | 2143694564 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6116 N CENTRAL EXPRESSWAY | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH B WALTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2143694564 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN A POFF CPA | PreparerPersonNm |
| PTIN | P00639691 | PTIN |
| Phone | 9726906023 | PhoneNum |
| 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 | $1,834,988 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $483 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $483 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $483 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,891 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,891 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,891 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $165,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,694 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $165,694 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $173,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,068 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,374 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $892 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $120,000 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $123,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $218,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,384 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $173,058 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,374 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,365 | CashBOYAmt |
| Cash EOY | $14,912 | CashEOYAmt |
| Cash EOYFMV | $14,912 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,475 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,959 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $3,118 | PrepaidExpensesBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,834,689 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,822,274 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,803,117 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,902,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,854,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,834,988 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,902,647 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,854,145 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,902,647 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,854,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,902,647 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,854,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,902,647 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,384 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,857,263 | SubtotalAmt |
| Other Decreases | $3,118 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,854,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE GROWTH FUND OF AMERICA | P | 2020-11-24 | 2024-09-18 | $125,000 | $0 | $111,471 | $13,529 | $0 | $0 | $0 | $13,529 |
| THE GROWTH FUND OF AMERICA | P | 2020-11-24 | 2024-11-21 | $60,000 | $0 | $49,682 | $10,318 | $0 | $0 | $0 | $10,318 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2020-11-24 | 2024-12-18 | $141,847 | $0 | $0 | $141,847 | $0 | $0 | $0 | $141,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $165,694 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,406 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,406 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,320 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,320 | OriginalReturnTaxPaidAmt |
| Tax Due | $86 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN M WALTER | IndividualWithBooksNm |
| Phone | 2143694564 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6116 N CENTRAL EXPRESSWAY STE 520 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH B WALTER | ||||||||
| 6116 N CENTRAL EXPRESSWAY STE 520 | DALLAS | TX | 75206 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KAREN M WALTER | ||||||||
| 6116 N CENTRAL EXPRESSWAY STE 520 | DALLAS | TX | 75206 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KIMBERLY M WALTER | ||||||||
| 6116 N CENTRAL EXPRESSWAY STE 520 | DALLAS | TX | 75206 | TRUSTEE | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,760,966 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,810,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,810,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,159 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,783,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,171 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,171 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,406 | TotalTaxAmt |
| Distributable Before Adj | $86,765 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,765 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,765 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,050 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $95,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,765 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,938 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,938 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,765 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,347 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,347 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,347 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $1,347 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J BRIAN WALTER KAREN M WALTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BISHOP LYNCH HIGH SCHOOL | ||||||
| 9750 FERGUSON ROAD | DALLAS | TX | 75228 | PC | SCHOLARSHIPS | $21,000 |
| ST THOMAS AQUINAS CATHOLIC CHURCH | ||||||
| 6306 KENWOOD AVE | DALLAS | TX | 75214 | PC | GENERAL FUND | $5,000 |
| CORNERSTONE MINISTRIES | ||||||
| 3933 CR 317 | MCKINNEY | TX | 75069 | PC | GENERAL FUND | $5,000 |
| STATE FAIR OF TEXAS | ||||||
| PO BOX 150009 | DALLAS | TX | 75315 | PC | GENERAL FUND | $5,000 |
| CATHOLIC CHARITIES DALLAS | ||||||
| 1421 W MOCKINGBIRD LANE | DALLAS | TX | 75247 | PC | GENERAL FUND | $10,000 |
| COOKE COUNTY HOME HOSPICE | ||||||
| 316 S CHESTNUT ST | GAINESVILLE | TX | 76240 | PC | GENERAL FUND | $500 |
| DALLAS CHILDREN'S ADVOCACY CENTER | ||||||
| 5351 SAMUELL BLVD | DALLAS | TX | 75228 | PC | GENERAL FUND | $250 |
| COMMUNITY FOUNDATION OF WEST TEXAS | ||||||
| 6102 82ND ST SUITE 8B | LUBBOCK | TX | 79424 | PC | GENERAL FUND | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 4550 MONTGOMERY AVE STE 1100N | BETHESDA | MD | 20814 | PC | GENERAL FUND | $5,000 |
| MONTSERRAT RETREAT HOUSE | ||||||
| 600 N SHADY SHORES DRIVE | LAKE DALLAS | TX | 75065 | PC | GENERAL FUND | $2,000 |
| ADVANCEMENT FOUNDATION | ||||||
| 201 MAIN STREET STE 1198 | FORT WORTH | TX | 76102 | PC | CAPITAL CAMPAIGN | $20,000 |
| WHITE ROSE WOMEN'S CENTER | ||||||
| 4313 N CENTRAL EXPY | DALLAS | TX | 75205 | PC | GENERAL FUND | $5,000 |
| VOLUNTEER SERVICES COUNCIL FOR DSSLC | ||||||
| PO BOX 368 | DENTON | TX | 76202 | PC | GENERAL FUND | $1,000 |
| LEGION OF CHRIST | ||||||
| 3202 WILDCANDLE DR | SPRING | TX | 77388 | PC | GENERAL FUND | $5,000 |
| ST MARY CATHOLIC CHURCH | ||||||
| 105 SOUTH BARRETT ST | HENRIETTA | TX | 76365 | PC | GENERAL FUND | $5,000 |
| UNIVERSITY OF TEXAS | ||||||
| 2305 SPEEDWAY STOP C1160 | AUSTIN | TX | 78712 | PC | SCHOLARSHIPS | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $483 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,891 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $165,694 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $173,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $173,068 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | NET CAPITAL GAINS | AssetDesc |
| Gross Sales Price | $165,694 | GrossSalesPriceAmt |
| Total Net | $165,694 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GROWTH FUND OF AMERICA | CategoryOrItemTxt |
| Book Value | $1,822,274 | BookValueAmt |
| EOYFMV | $1,803,117 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX | Desc |
| Amt | $3,118 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |