LAWRENCE B DALE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE B DALE FAMILY FOUNDATION (EIN 26-0265867)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202531349349101963
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T10:18:22-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751765077 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Blum Firm PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 Main St Suite 550 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | 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 | 260265867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lawrence B Dale Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 8173340066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 Ross Avenue Suite 1870 LB9 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752016773 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE B DALE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8173340066 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Catherine R Moon | PreparerPersonNm |
| PTIN | P00173204 | PTIN |
| Phone | 8173340066 | 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 | $4,910,125 | 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 | $230,475 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31,022 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,022 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $150,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $162 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,630 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,630 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $394,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,092 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,825 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,825 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $10,476 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,476 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,045 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,045 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,346 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $215,721 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,746 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,194,588 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,243,744 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,243,744 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $873,192 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $926,632 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $927,128 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,616,254 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,729,379 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,739,253 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,684,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,899,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,910,125 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,684,034 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,899,755 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,684,034 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,899,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,684,034 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,899,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,684,034 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $215,721 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,899,755 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,899,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Bank of America | PropertyDesc |
| Gross Sales Price | $150,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $149,838 | CostOrOtherBasisAmt |
| Gain Or Loss | $162 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $162 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $162 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,998 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,998 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,998 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,476 | 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 | $6,476 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $4,462 | OverpaymentAmt |
| Applied To ES Tax | $4,462 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
| Individual With Books | Lawrence B Dale | IndividualWithBooksNm |
| Phone | 8173340066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 Ross Ave Suite 1870 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Lawrence B Dale | ||||||||
| 2100 Ross Ave Suite 1870 | Dallas | TX | 75201 | Pres, Treas & Director | 1.00 | $0 | $0 | $0 |
| Beverley B Dale | ||||||||
| 2100 Ross Ave Suite 1870 | Dallas | TX | 75201 | V-P, Sec'y & Director | 1.00 | $0 | $0 | $0 |
| John R Dale | ||||||||
| 2100 Ross Ave Suite 1870 | Dallas | TX | 75201 | Director | 1.00 | $0 | $0 | $0 |
| Peter L Dale | ||||||||
| 2100 Ross Ave Suite 1870 | Dallas | TX | 75201 | Director | 1.00 | $0 | $0 | $0 |
| Edward B Dale | ||||||||
| 2100 Ross Ave Suite 1870 | Dallas | TX | 75201 | Director | 1.00 | $0 | $0 | $0 |
| Jayne K Dale | ||||||||
| 2100 Ross Ave Suite 1870 | Dallas | TX | 75201 | Director | 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 | $3,502,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,438,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,940,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,940,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,851,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $292,563 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $292,563 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,998 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,998 | TotalTaxAmt |
| Distributable Before Adj | $290,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $290,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $290,565 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $158,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $290,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $393,595 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $183,809 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $223,053 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,847 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $256,971 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,091,275 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $158,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $132,065 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $132,065 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $959,210 | 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 | $261,530 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $697,680 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $183,809 | ExcessFromYear4Amt |
| Excess From Year3 | $223,053 | ExcessFromYear3Amt |
| Excess From Year2 | $33,847 | ExcessFromYear2Amt |
| Excess From Year1 | $256,971 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|
| BS&W DALLAS FOUNDATION | ||||||
| 3600 GASTON AVE BARNT TOWER STE 100 | DALLAS | TX | 75246 | PC | AT&T MEMORY CENTER FUND | $10,000 |
| WEEKDAY SCHOOL OF UPUMC | ||||||
| 4024 CARUTH BLVD | DALLAS | TX | 75225 | PC | GENERAL FUND | $5,000 |
| PARK CITIES PRESBYTERIAN CHURCH | ||||||
| 4124 OAK LAWN AVE | DALLAS | TX | 75219 | PC | GENERAL FUND | $25,000 |
| ADVOCATES FOR COMMUNITY TRANSFORMATION (ACT) | ||||||
| P O BOX 225225 | DALLAS | TX | 75222 | PC | GENERAL FUND | $10,000 |
| ST PHILIP'S SCHOOL | ||||||
| 1600 PENNSYLVANIA AVE | DALLAS | TX | 75215 | PC | GENERAL FUND | $40,000 |
| YOUTH BELIEVING IN CHANGE | ||||||
| 8574 STULTS RD | DALLAS | TX | 75243 | PC | GENERAL FUND | $10,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 2248 CEMTRAL DRIVE STE 107 BOX 246 | BEDFORD | TX | 76021 | PC | GENERAL FUND | $2,500 |
| UNIVERSITY OF TEXAS FOUNDATION | ||||||
| 7011 MOUNTAIN RIDGE DR STE 150 | AUSTIN | TX | 78759 | PC | M D ANDERSON CANCER CENTER | $2,500 |
| MOUNT SINAI HEALTH SYSTEM | ||||||
| ONE GUSTAVE L LEVY PLACE BOX 1223 | NEW YORK | NY | 100296574 | PC | ICHAN SCHOOL OF MEDICINE | $5,000 |
| WHITEFISH COMMUNITY FOUNDATION | ||||||
| 214 SECOND ST W STE 1 | WHITEFISH | MT | 59937 | PC | GENERAL FUND | $5,000 |
| THE FIRST TEE OF GREATER DALLAS | ||||||
| 16200 ADDISON RD STE 255 | ADDISON | TX | 75001 | PC | 2024 FORVIS INVITATIONAL SPONSOR | $10,000 |
| CLAYTON DABNEY FOR KIDS WITH CANCER | ||||||
| 2825 OAK LAWN AVE STE 192136 | DALLAS | TX | 75219 | PC | GENERAL FUND | $2,500 |
| T JEFFERSON HIGH SCHOOL ALUMNI ASSOCIATION | ||||||
| 4347 W NORTHWEST HWY STE 130 | DALLAS | TX | 75220 | PC | GENERAL FUND | $25,000 |
| DALLAS 24 HOUR CLUB | ||||||
| 4636 ROSS AVENUE | DALLAS | TX | 75204 | PC | FORE THE 24 TOURNAMENT SPONSOR | $2,500 |
| BOOKER T WASHINGTON HIGH SCHOOL FOR THE PERFORMING AND VISUAL ARTS | ||||||
| 2501 FLORA STREET | DALLAS | TX | 75201 | PC | ADVISORY BOARD | $2,500 |
| DALLAS PI BETA PHI PHILANTHROPIES | ||||||
| 6018 DESCO DRIVE | DALLAS | TX | 75225 | PC | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,500 | 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 | $31,022 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $119,278 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,630 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $162 | 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 | $164,092 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,092 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Only sources of income for this Foundation are investment income |
| 4 | Only sources of income for this Foundation are investment income |
| 7 | Only sources of income for this Foundation are investment income |
| 8 | Only sources of income for this Foundation are investment income |
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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Lawrence B Dale | ||||||
| 1 | 2100 Ross Ave Suite 1870 | Dallas | TX | 752016773 | $7,825 | Yes (X) |
| Dale 2008 Charitable Trust | ||||||
| 2 | 2100 Ross Ave Suite 1870 | Dallas | TX | 752016773 | $222,650 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,729,379 | EOYBookValueAmt |
| EOYFMV | $2,739,253 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $926,632 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $927,128 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | The Blum Firm, P.C. | CategoryTxt |
| Legal Fees | $7,825 | LegalFeesAmt |
| Net Investment Income | $7,825 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalties (JPMorgan) | Desc |
| Revenue And Expenses Per Books | $13,630 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,630 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bank of America | CategoryTxt |
| Amt | $10,476 | Amt |
| Net Investment Income | $10,476 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |