M B AND EDNA ZALE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- M B AND EDNA ZALE FOUNDATION (EIN 75-6037429)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-07
- IRS object ID
- 202202809349100705
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-07T08:42:30-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752409112 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUSELTON MORGAN & MAULTSBY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5005 LYNDON B JOHNSON FWY STE 1200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756037429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MB AND EDNA ZALE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MBAN | BusinessNameControlTxt |
| Phone | 2148550627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 DALLAS PARKWAY SUITE 109 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75287 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD R KRASNOW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2148550627 | PhoneNum |
| Signature | 2022-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEONARD | PersonFirstNm |
| Person Last | KRASNOW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PEARL BALSARA | PreparerPersonNm |
| PTIN | P01238984 | PTIN |
| Phone | 9724041010 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,630,743 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $156,613 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $594,059 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $594,059 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,308,103 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,644,684 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,308,103 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,598 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39,598 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,098,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,941,760 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $190,119 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $47,530 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $142,589 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,256 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $31,628 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,628 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $88,406 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $27,532 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $60,874 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,466 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,733 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,733 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $54,968 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,364 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,253 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,314 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $657 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $20,485 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,243 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,242 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,316 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $663 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,653 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,346 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,691 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $507,367 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $182,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $285,663 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,150,105 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,437,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,657,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $182,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,723,088 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,440,901 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,759,064 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,757,275 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,974,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,974,755 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,204 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,089 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,089 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $30,112,247 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,748,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,748,080 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,734,666 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,192,102 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,192,102 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $592,464 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $636,097 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $636,097 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $47,975 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,262 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,141 | LandBOYAmt |
| Land EOY | $3,713 | LandEOYAmt |
| Land EOYFMV | $3,713 | LandEOYFMVAmt |
| Other Assets BOY | $78,861 | OtherAssetsBOYAmt |
| Other Assets EOY | $73,907 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $73,907 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,280,858 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,630,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,630,743 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $576 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $17,456 | AccountsPayableEOYAmt |
| Grants Payable BOY | $477,320 | GrantsPayableBOYAmt |
| Grants Payable EOY | $190,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $477,896 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $207,456 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,802,962 | CapitalStockBOYAmt |
| Capital Stock EOY | $39,423,287 | 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 | $35,802,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,423,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,280,858 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,630,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,802,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,440,901 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,384,106 | OtherIncreasesAmt |
| Subtotal | $39,627,969 | SubtotalAmt |
| Other Decreases | $204,682 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,423,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CLASS ACTION | P | $121 | $121 | $121 | |||
| CAPITAL GAIN DISTRIBUTION - AMERICAN FUNDS AMERICAN | $188,438 | $188,438 | $188,438 | 2021-01-01 | 2021-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - AMERICAN FUNDS CAPITAL W | $59,205 | $59,205 | $59,205 | 2021-01-01 | 2021-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - DODGE & COX BALANCED | $495,018 | $495,018 | $495,018 | 2021-01-01 | 2021-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - AMERICAN FUNDS NEW PERSP | $221,256 | $221,256 | $221,256 | 2021-01-01 | 2021-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - T.ROWE PRICE BALANCED | $380,956 | $380,956 | $380,956 | 2021-01-01 | 2021-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - SCHWAB US TREAURY MONEY | $7 | $7 | $7 | 2021-01-01 | 2021-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - VANGUARD BALANCED INDEX | $99,153 | $99,153 | $99,153 | 2021-01-01 | 2021-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - VANGUARD PRIMECAP ADM | $325,205 | $325,205 | $325,205 | 2021-01-01 | 2021-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - VANGUARD SHORT-TERM BOND | $4,399 | $4,399 | $4,399 | 2021-01-01 | 2021-12-31 | ||
| PARTNERSHIP FLOW THROUGH ST | P | $1,721 | $1,721 | $1,721 | |||
| PARTNERSHIP FLOW THROUGH LT | P | $97,833 | $97,833 | $97,833 | |||
| APPLE INC. | $35,420 | $35,304 | $35,304 | 2021-12-23 | 2021-12-27 | $116 | |
| VANGUARD BALANCED INDEX ADM VBIAX | $211,000 | $29,686 | $29,686 | 2020-11-05 | 2021-11-04 | $181,314 | |
| AMERICAN FUNDS AMERICAN BALANCED | $14,000 | $2,068 | $2,068 | 2016-02-29 | 2021-11-04 | $11,932 | |
| AMERICAN FUNDS CAPITAL WORLD GR | $102,000 | $21,469 | $21,469 | 2017-08-19 | 2021-11-04 | $80,531 | |
| AMERICAN FUNDS NEW PERSPECTIVE | $332,000 | $95,486 | $95,486 | 2021-01-01 | 2021-11-04 | $236,514 | |
| DODGE & COX BALANCED | $48,000 | $8,414 | $8,414 | 2016-02-29 | 2021-11-04 | $39,586 | |
| ISRAEL 3 | $250,000 | $0 | $0 | 2018-02-15 | 2021-02-01 | $250,000 | |
| ISRAEL 3.4 | $250,000 | $0 | $0 | 2018-09-24 | 2021-09-01 | $250,000 | |
| MICROSOFT CORP | $48,934 | $37,547 | $37,547 | 2017-09-18 | 2021-12-16 | $11,387 | |
| T. ROWE PRICE BALANCED | $34,000 | $5,400 | $5,400 | 2016-02-29 | 2021-11-04 | $28,600 | |
| VANGUARD PRIMCAP ADM | $217,000 | $142,085 | $142,085 | 2003-12-22 | 2021-11-04 | $74,915 | |
| VANGUARD VALUE ETF | $228,871 | $57,185 | $57,185 | 2018-08-15 | 2021-11-04 | $171,686 | |
| OTHER - UNRECAPTURED SECTION 1250 | P | $147 | $147 | $147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,308,103 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,351 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,351 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,902 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,002 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $349 | TaxDueAmt |
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 | HTTP://ZALEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LEONARD R KRASNOW PRESIDENT | IndividualWithBooksNm |
| Phone | 2148550627 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 DALLAS PARKWAY SUITE 109 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75287 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (20 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 |
|---|---|---|---|---|---|---|---|---|
| LEONARD R KRASNOW | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | PRESIDENT | 40.00 | $190,119 | $47,530 | $2,184 |
| ELIZABETH ASEN | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LEAH BENJAMIN | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHERYL FIELDS BOGEN | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JENNIFER COX | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GLORIA LANDSBERG | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR EMERITUS | 0.00 | $0 | $0 | $0 |
| JEFFREY LANDSBERG | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JACOB LEVY | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MELISSA SELTZER | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARAH SORKIN | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RUTH SUZMAN | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CLAUDIA ZALE | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID ZALE | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DONALD ZALE | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR EMERITUS | 0.00 | $0 | $0 | $0 |
| HANNAH ZALE | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| OLIVIA ZALE | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KAREN SELTZER | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | CHAIRMAN OF THE BOARD | 0.00 | $0 | $0 | $0 |
| DANA Z GERARD | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | IMMEDIATE PAST CHAIRMAN | 0.00 | $0 | $0 | $0 |
| MARGIE PLOUGH | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | VICE CHAIRMAN OF THE BOARD | 0.00 | $0 | $0 | $0 |
| GEORGE TOBOLOWSKY | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA A CHURCHMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 DALLAS PARKWAY SUITE 109 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752877307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATIVE ASSIS | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $63,256 | CompensationAmt |
| Employee Benefits | $15,814 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $36,294,497 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,160,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $75,996 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,530,677 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,530,677 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $577,960 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,952,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,897,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,897,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,351 | TotalTaxAmt |
| Distributable Before Adj | $1,859,285 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,859,285 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,859,285 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,723,088 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,723,088 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,859,285 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $66,024 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $83,433 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,851 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $134,208 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $363,516 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,723,088 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,723,088 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $136,197 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $136,197 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $227,319 | 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 | $227,319 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,260 | ExcessFromYear4Amt |
| Excess From Year3 | $79,851 | ExcessFromYear3Amt |
| Excess From Year2 | $134,208 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEONARD R KRASNOW PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 DALLAS PARKWAY SUITE 109 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75287 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2148550627 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION SHOULD BE IN THE FORM OF A LETTER. GRANT GUIDELINES ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT DECISIONS USUALLY MADE TWICE A YEAR.DEADLINES FOR SUBMISSION ARE NOTED ON FOUNDATION'S WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON AWARDS; HOWEVER, PREFERENCE IS GIVEN TO DALLAS, TX; NEW YORK, NY; AND PALM BEACH COUNTY, FL. FOR SPECIFICS, PLEASE REFER TO GRANT GUIDELINES ON THE FOUNDATION'S WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A CHILD'S PLACE OF CHARLOTTE INC | ||||||||
| 6800 SAINT PETER LANE | CHARLOTTE | NC | 28105 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| AIDS INTERFAITH NETWORK | ||||||||
| 2600 NORTH STEMMONS FREEWAY SUITE | DALLAS | TX | 75207 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $2,500 | 151 |
| AIR FORCE ACADEMY FOUNDATION | ||||||||
| 3116 ACADEMY DRIVE | USAF ACADEMY | CO | 80840 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| ALL STARS PROJECT INC | ||||||||
| 543 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $53,000 | |
| ALOHA FOUNDATION INC | ||||||||
| 2968 LAKE MOREY ROAD | FAIRLEE | VT | 05045 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| ART GUILD OF PORT WASHINGTON INC | ||||||||
| 200 PORT WASHINGTON BOULEVARD | MANHASSET | NY | 11030 | NONE | PUBLIC CHARITY | ARTS / CULTURAL | $750 | |
| ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION | ||||||||
| 2700 HORIZON DRIVE SUITE 120 | KING OF PRUSSIA | PA | 19406 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $7,500 | |
| AVANCE INC | ||||||||
| 118 NORTH MEDINA | SAN ANTONIO | TX | 78207 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| AVODAH - THE JEWISH SERVICE CORPS | ||||||||
| 125 MAIDEN LANE SUITE 8B | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $30,000 | |
| BIBLICAL ARTS CENTER | ||||||||
| 7500 PARK LANE | DALLAS | TX | 75225 | NONE | PUBLIC CHARITY | ARTS / CULTURAL | $51,000 | |
| BOCA HELPING HANDS INC | ||||||||
| 1500 NORTHWEST FIRST COURT | BOCA RATON | FL | 33432 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH STREET MS 122 | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| BRIDGE STEPS DBA THE BRIDGE | ||||||||
| 1818 CORSICANA STREET | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $15,000 | |
| CROS MINISTRIES | ||||||||
| 3677 23RD AVENUE S B-101 | LAKE WORTH | FL | 33461 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $5,000 | |
| CAROLINA ABORTION FUND | ||||||||
| P O BOX 51534 | DURHAM | NC | 27707 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $100 | |
| CAT ADOPTION TEAM | ||||||||
| 14175 SOUTHWEST GALBREATH DRIVE | SHERWOOD | OR | 97140 | NONE | PUBLIC CHARITY | CIVIC | $100 | |
| CHALLAH FOR HUNGER | ||||||||
| 333 EAST LANCASTER AVENUE SUITE C | WYNNEWOOD | PA | 19096 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $42,000 | |
| CHILD CARE INC | ||||||||
| 119 EAST WICHITA STREET | WICHITA FALLS | TX | 76306 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $55,000 | |
| COMMUNITY CHEST OF PORT WASHINGTON | ||||||||
| 382 MAIN STREET SUITE 105 | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC CHARITY | CIVIC | $500 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $1,000 | |
| CROSSROADS COMMUNITY SERVICES | ||||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $2,500 | |
| CULTIVATE CHARLOTTESVILLE | ||||||||
| P O BOX 5282 | CHARLOTTESVILLE | VA | 22905 | NONE | PUBLIC CHARITY | EDUCATIONAL | $100 | |
| DALLAS FURNITURE BANK | ||||||||
| P O BOX 815788 | DALLAS | TX | 75381 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $31,500 | |
| DALLAS HEBREW FREE LOAN ASSOCIATION | ||||||||
| P O BOX 671235 | DALLAS | TX | 75367 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,500 | |
| DALLAS HOLOCAUST MUSEUM | ||||||||
| 300 N HOUSTON STREET | DALLAS | TX | 75202 | NONE | PUBLIC CHARITY | EDUCATIONAL | $106,500 | |
| DALLAS OPERA | ||||||||
| 2403 FLORA STREET SUITE 500 | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | ARTS / CULTURAL | $3,000 | |
| DALLAS SPARK | ||||||||
| 1409 BOTHAM JEAN BOULEVARD SUITE | DALLAS | TX | 75215 | NONE | PUBLIC CHARITY | EDUCATIONAL | $3,500 | 004 |
| DEBORAH'S PLACE | ||||||||
| 2822 W JACKSON BOULEVARD | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 | |
| DEZZYS SECOND CHANCE ANIMAL RESCUE INC | ||||||||
| 11545 OLD OCEAN BLVD SUITE C | OCEAN RIDGE | FL | 33435 | NONE | PUBLIC CHARITY | CIVIC | $200 | |
| DOROT INC | ||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $10,000 | |
| EMMAS TORCH LTD | ||||||||
| 345 SMITH STREET | BROOKLYN | NY | 11231 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,800 | |
| EMORY UNIVERSITY | ||||||||
| 1762 CLIFTON ROAD NE SUITE 1400 MS | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,250 | 0970-001-8AA |
| FRIENDS OF UNITED HATZALAH INC | ||||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $10,000 | |
| GREENHILL SCHOOL | ||||||||
| 4141 SPRING VALLEY ROAD | ADDISON | TX | 75001 | NONE | PUBLIC CHARITY | EDUCATIONAL | $7,100 | |
| HADASSAH | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $1,000 | |
| HARLEM EDUCATIONAL ACTIVITIES FUND INC | ||||||||
| 2090 ADAM CLAYTON POWELL JR | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 | BOULEVARD 10TH FLOOR |
| HARVARD GRADUATE SCHOOL OF EDUCATION | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | EDUCATIONAL | $25,000 | |
| HEBREW UNION COLLEGE - JIR | ||||||||
| BROOKDALE CENTER ONE W FOURTH | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | RELIGIOUS | $70,000 | STREET |
| HILLELS OF NORTH TEXAS | ||||||||
| 1920 NORTH COIT ROAD SUITE 200314 | RICHARDSON | TX | 75080 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,800 | |
| HONEYMOON ISRAEL FOUNDATION INC | ||||||||
| 1417 MAYSON STREET NORTHEAST | ATLANTA | GA | 30324 | NONE | PUBLIC CHARITY | RELIGIOUS | $300 | |
| HOPE & HEALTH PROJECT INC | ||||||||
| P O BOX 273966 | TAMPA | FL | 33688 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $300 | |
| HUMANE SOCIETY OF TAMPA BAY | ||||||||
| 3607 N ARMENIA AVE | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | CIVIC | $1,000 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $25,000 | |
| INTERFAITH NUTRITION NETWORK | ||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $500 | |
| ISLAND HARVEST | ||||||||
| 126 SPAGNOLI ROAD | MELVILLE | NY | 11747 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $6,250 | |
| JEWISH COMMUNITY CENTERS OF CHICAGO | ||||||||
| 300 REVERE DRIVE | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| JEWISH COUNCIL FOR YOUTH SERVICES | ||||||||
| 150 NORTH MICHIGAN AVENUE SUITE 640 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| JEWISH FAMILY SERVICE - DALLAS | ||||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | NONE | PUBLIC CHARITY | SOCIAL SERVICE/HUNGER RELIEF/HEALTH/MEDICAL | $115,600 | |
| JEWISH FAMILY SERVICE- HOUSTON | ||||||||
| 4131 SOUTH BRAESWOOD BOULEVARD | HOUSTON | TX | 77025 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $55,000 | |
| JOIN | ||||||||
| P O BOX 16490 | PORTLAND | OR | 97292 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $20,000 | |
| KESHET INC | ||||||||
| 284 AMORY STREET UNIT 4 | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $1,800 | |
| LEGACY SENIOR COMMUNITIES | ||||||||
| 6101 OHIO DRIVE SUITE 100 | PLANO | TX | 75024 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100,000 | |
| MOREHOUSE COLLEGE | ||||||||
| 830 WESTVIEW DRIVE SOUTHWEST | ATLANTA | GA | 30314 | NONE | PUBLIC CHARITY | EDUCATIONAL | $25,000 | |
| MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE | ||||||||
| 818 HOWARD AVENUE | NEW ORLEANS | LA | 70113 | NONE | PUBLIC CHARITY | EDUCATIONAL | $50,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET NORTHWEST SUITE 550 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CIVIC | $1,000 | |
| NEIGHBORHOOD HOUSE | ||||||||
| 7780 SOUTHWEST CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $7,500 | |
| NORTHWELL HEALTH FOUNDATION | ||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $10,000 | |
| OPERATION WARM INC | ||||||||
| P O BOX 822431 | PHILADELPHIA | PA | 19182 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,500 | |
| OREGON COMMUNITY WAREHOUSE INC | ||||||||
| 3969 NORTHEAST MARTIN LUTHER KING | PORTLAND | OR | 97212 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 | JR BOULEVARD |
| PEF ISRAEL ENDOWMENT FUND | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $10,000 | |
| PARKER JEWISH INSTITUTE | ||||||||
| 271-11 76TH AVENUE | NEW HYDE PARK | NY | 11040 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $9,000 | |
| PHILANTHROPY SOUTHWEST | ||||||||
| 3000 PEGASUS PARK DRIVE SUITE 706 | DALLAS | TX | 75247 | NONE | PUBLIC CHARITY | CIVIC | $5,500 | |
| PLANNED PARENTHOOD OF GREATER NEW YORK | ||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 11012 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $1,000 | |
| PLANNED PARENTHOOD OF GREATER TEXAS INC | ||||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $2,500 | |
| PORT WASHINGTON EDUCATION FOUNDATION | ||||||||
| P O BOX 909 | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| PRISON ENTREPRENEURSHIP PROGRAM | ||||||||
| P O BOX 836617 | RICHARDSON | TX | 75083 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $35,000 | |
| RALES JEWISH FAMILY SERVICES | ||||||||
| 21300 RUTH AND BARON COLEMAN | BOCA RATON | FL | 33428 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $10,000 | BOULEVARD |
| SEARCH HOMELESS SERVICES | ||||||||
| 2015 CONGRESS AVENUE | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | EDUCATIONAL | $6,000 | |
| SECOND HARVEST FOOD BANK OF METROLINA | ||||||||
| 500-B SPRATT STREET | CHARLOTTE | NC | 28206 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $100 | |
| SHARSHERET INC | ||||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $20,000 | |
| SISTERS OF THE ROAD | ||||||||
| 133 NORTHWEST SIXTH AVENUE | PORTLAND | OR | 97209 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $8,500 | |
| SJOGREN'S SYNDROME FOUNDATION INC | ||||||||
| 10701 PARKRIDGE BOULEVARD SUITE 170 | RESTON | VA | 20191 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $1,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| SPARK SF PUBLIC SCHOOLS | ||||||||
| 135 VAN NESS AVENUE ROOM 119 | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,425 | |
| ST JOHN'S BREAD & LIFE PROGRAM | ||||||||
| 795 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $3,750 | |
| SWEET DREAM MAKERS INC | ||||||||
| 55 NORTHEAST FIFTH AVENUE SUITE 400 | BOCA RATON | FL | 33432 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 | |
| SWIPE OUT HUNGER | ||||||||
| P O BOX 34425 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $80,000 | |
| TABLE MINISTRIES INC | ||||||||
| 209 EAST MAIN STREET | CARRBORO | NC | 27510 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $100 | |
| TEMPLE EMANU-EL | ||||||||
| 8500 HILLCREST ROAD | DALLAS | TX | 75225 | NONE | PUBLIC CHARITY | RELIGIOUS | $47,500 | |
| TEXAS A & M FOUNDATION | ||||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PUBLIC CHARITY | EDUCATIONAL | $50,000 | |
| TEXAS HILLEL FOUNDATION | ||||||||
| 2105 SAN ANTONIO STREET | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | RELIGIOUS | $16,800 | |
| TEXAS JEWISH ARTS ASSOCIATION INC | ||||||||
| 7800 NORTHAVEN ROAD | DALLAS | TX | 75230 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,800 | |
| THE CERES COMMUNITY PROJECT | ||||||||
| P O BOX 1562 | SEBASTOPOL | CA | 95473 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $500 | |
| THE CIRCUS BARN INC | ||||||||
| 1 CIRCUS ROAD | GREENSBORO | VT | 05841 | NONE | PUBLIC CHARITY | ARTS / CULTURAL | $10,000 | |
| THE DIGDEEP RIGHT TO WATER PROJECT | ||||||||
| P O BOX 26779 | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| THE HILLEL AT TEXAS A&M | ||||||||
| 800 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PUBLIC CHARITY | RELIGIOUS | $2,000 | |
| THE LIBRARY FOUNDATION | ||||||||
| 620 SOUTHWEST FIFTH AVENUE SUITE | PORTLAND | OR | 97204 | NONE | PUBLIC CHARITY | EDUCATIONAL | $12,500 | 1025 |
| THE PETEY GREENE PROGRAM | ||||||||
| 22 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| THE PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CIVIC | $500 | |
| THE SALVATION ARMY | ||||||||
| P O BOX 36006 | DALLAS | TX | 75235 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 | |
| TULANE UNIVERSITY | ||||||||
| P O BOX 61075 | NEW ORLEANS | LA | 70161 | NONE | PUBLIC CHARITY | HEALTH/MEDICAL/RELIGIOUS/EDUCATIONAL | $32,500 | |
| UNDIES FOR EVERYONE | ||||||||
| 3610 WILLOWBEND SUITE 1000 | HOUSTON | TX | 77054 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $50,000 | |
| UNIVERSITY OF NORTH TEXAS | ||||||||
| 1155 UNION CIRCLE 311250 | DENTON | TX | 76203 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| UNIVERSITY OF TEXAS AT DALLAS | ||||||||
| 800 WEST CAMPBELL ROAD JO 31 | RICHARDSON | TX | 75080 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| VANDERBILT HILLEL INC | ||||||||
| 2421 VANDERBILT PLACE | NASHVILLE | TN | 37212 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,000 | |
| VOLUNTEER SERVICES COUNCIL-DENTON STATE SCHOOL | ||||||||
| P O BOX 368 | DENTON | TN | 76202 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 | |
| WESTCHESTER COMMUNITY COLLEGE FOUNDATION | ||||||||
| HARTFORD HALL 75 GRASSLANDS ROAD | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | EDUCATIONAL | $10,000 | |
| WICHITA FALLS AREA FOOD BANK | ||||||||
| P O BOX 623 | WICHITA FALLS | TX | 76307 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $10,000 | |
| WILKINSON CENTER | ||||||||
| P O BOX 720248 | DALLAS | TX | 75372 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 | |
| WILLIAMETTE VALLEY FERRET SHELTER | ||||||||
| 12000 OR-47 | CARLTON | OR | 97111 | NONE | PUBLIC CHARITY | CIVIC | $100 | |
| WOMENS STORYBOOK PROJECT OF TEXAS | ||||||||
| 5524 BEE CAVES ROAD BUILDING M | AUSTIN | TX | 78746 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,500 | SUITE 131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,437,425 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AIDS INTERFAITH NETWORK | ||||||||
| 2600 NORTH STEMMONS FREEWAY SUITE | 151 | DALLAS | TX | 75207 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $2,500 |
| AVODAH - THE JEWISH SERVICE CORPS | ||||||||
| 125 MAIDEN LANE SUITE 8B | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $30,000 | |
| CROS MINISTRIES | ||||||||
| 3677 23RD AVENUE S B-101 | LAKE WORTH | FL | 33461 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $5,000 | |
| CROSSROADS COMMUNITY SERVICES | ||||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $2,500 | |
| DOROT INC | ||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $10,000 | |
| ISLAND HARVEST | ||||||||
| 126 SPAGNOLI ROAD | MELVILLE | NY | 11747 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $6,250 | |
| JEWISH FAMILY SERVICE - DALLAS | ||||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $42,500 | |
| JEWISH FAMILY SERVICE- HOUSTON | ||||||||
| 4131 SOUTH BRAESWOOD BOULEVARD | HOUSTON | TX | 77025 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $50,000 | |
| OPERATION WARM INC | ||||||||
| P O BOX 822431 | PHILADELPHIA | PA | 19182 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,500 | |
| PEF ISRAEL ENDOWMENT FUND | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $10,000 | |
| SEARCH HOMELESS SERVICES | ||||||||
| 2015 CONGRESS AVENUE | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 | |
| ST JOHN'S BREAD & LIFE PROGRAM | ||||||||
| 795 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $3,750 | |
| TEXAS HILLEL FOUNDATION | ||||||||
| 2105 SAN ANTONIO STREET | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | RELIGIOUS | $5,000 | |
| THE LIBRARY FOUNDATION | ||||||||
| 620 SOUTHWEST FIFTH AVENUE SUITE | 1025 | PORTLAND | OR | 97204 | NONE | PUBLIC CHARITY | EDUCATIONAL | $12,500 |
| THE PETEY GREENE PROGRAM | ||||||||
| 22 STOCKTON STREET | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $190,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $594,059 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $39,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,308,103 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,941,760 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,941,760 | 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 (13 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ALISON SELTZER | |||||||
| 1 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $25,075 | Yes (X) | |
| CAROL DAVID ZALE | |||||||
| 2 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $12,000 | Yes (X) | |
| DANA QUIN GERARD | |||||||
| 3 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $1,250 | Yes (X) | |
| ELIZABETH AND JOSH ASEN | |||||||
| 4 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $1,500 | Yes (X) | |
| GLORIA JERRY LANDSBERG | |||||||
| 5 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $35,211 | Yes (X) | |
| JULIE DAVID FIELDS | |||||||
| 6 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $2,000 | Yes (X) | |
| JULIE GEORGE TOBOLOWSKY | |||||||
| 7 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $25,000 | Yes (X) | |
| LEAH RAFI BENJAMIN | |||||||
| 8 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $1,400 | Yes (X) | |
| MARGIE MAURICE PLOUGH | |||||||
| 9 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $500 | Yes (X) | |
| MELISSA SELTZER | |||||||
| 10 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $25,076 | Yes (X) | |
| MIRIAM ROSENBLUM SHELDON BENJAMIN | |||||||
| 11 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $2,500 | Yes (X) | |
| RACHEL S ROSENBLUM | |||||||
| 12 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $100 | Yes (X) | |
| RUTH ANDREW SUZMAN | |||||||
| 13 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $25,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 75 SHARES OF MICROSOFT COMMON STOCK | $25,075 | 2021-12-01 |
| 5 | 200 SHARES APPLE INC. | $35,211 | 2021-12-23 |
| 10 | 75 SHARES OF MICROSOFT COMMON STOCK | $25,076 | 2021-12-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $23,466 | Amt |
| Net Investment Income | $11,733 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,733 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 2014 NISSAN | 2014-12-02 | $33,000 | $33,000 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE TABLE & CHAIRS | 1998-09-11 | $3,411 | $3,411 | SL | 7.000000000000 | $0 | $0 |
| HP LASER JET PRO 300 PRINTER | 2013-08-14 | $565 | $565 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE PHONE | 2010-12-17 | $568 | $568 | SL | 5.000000000000 | $0 | $0 |
| DELL OPTIPLEX (BAC) | 2016-08-16 | $1,225 | $1,062 | SL | 5.000000000000 | $163 | $0 |
| EPSON PROJECTOR | 2011-10-12 | $535 | $535 | SL | 5.000000000000 | $0 | $0 |
| MICROSOFT SURFACE PRO | 2016-12-15 | $3,047 | $2,436 | SL | 5.000000000000 | $559 | $0 |
| WORKSTATION, BOOKCASE | 2018-12-07 | $1,284 | $366 | SL | 7.000000000000 | $183 | $0 |
| REFRIGERATOR | 2018-12-07 | $791 | $226 | SL | 7.000000000000 | $113 | $0 |
| WORKSTATION, FILES | 2008-12-01 | $3,648 | $3,648 | SL | 7.000000000000 | $0 | $0 |
| DELL VOSTRO LAPTOP COMPUTER | 2020-02-10 | $1,064 | $178 | SL | 5.000000000000 | $213 | $0 |
| DELL LATITUDE LAPTOP COMPUTER | 2021-11-18 | $1,884 | SL | 5.000000000000 | $31 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISRAEL 3.78%23 | $250,655 | $250,655 |
| VANGUARD SHORT TERM BOND | $1,691,224 | $1,691,224 |
| ISRAEL 1.4%22 | $250,223 | $250,223 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD VALUE ETF | $1,222,484 | $1,222,484 |
| AMERICAN FD BALANCED FD | $6,070,110 | $6,070,110 |
| AMERICAN FD CAP WORLD | $1,136,932 | $1,136,932 |
| AMERICAN FD NEW | $3,315,419 | $3,315,419 |
| DODGE & COX BALANCED FD | $5,668,406 | $5,668,406 |
| T ROWE PRICE BALACNED FD | $5,656,366 | $5,656,366 |
| VANGUARD PRIMECAP FUND | $3,610,201 | $3,610,201 |
| VANGUARD BALANCED INDEX | $6,068,162 | $6,068,162 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MPM BIO VENTURES | FMV | $314,223 | $314,223 |
| FSPA 2020 | FMV | $283,841 | $283,841 |
| FSEI 2021 | FMV | $38,033 | $38,033 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 2014 NISSAN | $33,000 | $33,000 | $0 | $0 |
| CONFERENCE TABLE & CHAIRS | $3,411 | $3,411 | $0 | $0 |
| HP LASER JET PRO 300 PRINTER | $565 | $565 | $0 | $0 |
| CONFERENCE PHONE | $568 | $568 | $0 | $0 |
| DELL OPTIPLEX (BAC) | $1,225 | $1,225 | $0 | $0 |
| EPSON PROJECTOR | $535 | $535 | $0 | $0 |
| WORKSTATION, BOOKCASE | $1,284 | $549 | $735 | $735 |
| REFRIGERATOR | $791 | $339 | $452 | $452 |
| WORKSTATION, FILES | $3,648 | $3,648 | $0 | $0 |
| DELL VOSTRO LAPTOP COMPUTER | $1,064 | $391 | $673 | $673 |
| DELL LATITUDE LAPTOP COMPUTER | $1,884 | $31 | $1,853 | $1,853 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED RECEIVABLES (AT COST) | $4,838 | $2,164 | $2,164 |
| MASS MUTUTAL LIFE INSURANCE - CASH SURRENDER VALUE | $69,329 | $70,637 | $70,637 |
| EXCISE TAX RECEIVABLE | $2,902 | $0 | $0 |
| OTHER RECEIVABLES | $1,792 | $1,106 | $1,106 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE - MPM BIOVENTURES 2014, LP | $202,715 |
| BOOK/TAX DIFFERENCE - FIVE STATES ENERGY INCOME 2021, LLC | $1,967 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTO | $244 | $122 | $122 |
| INSURANCE | $10,406 | $5,203 | $5,203 |
| MEMBERSHIP & SUBSCRIPTION | $3,520 | $1,760 | $1,760 |
| OFFICE EXPENSE | $12,007 | $6,004 | $6,003 |
| TELEPHONE / INTERNET | $3,156 | $1,578 | $1,578 |
| BANK CHARGES | $50 | $25 | $25 |
| MPM BIOVENTURES 2014 LP - EXPENSES | $1,799 | $1,799 | $0 |
| FIVE STATES PRODN ACQN FUND - EXPENSES | $30,855 | $30,855 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME FROM PARTNERSHIP FLOW THROUGH | $39,493 | $39,493 | $39,493 |
| ROYALTY INCOME FROM PARTNERSHIP FLOW THROUGH | $105 | $105 | $105 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAIN ON INVESTMENTS - BROKERAGE ACCOUNTS | $2,344,485 |
| INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE | $1,308 |
| BOOK/TAX DIFFERENCE - FIVE STATES PRODUCTION ACQUISITION FUND 2020, LLC | $38,313 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| SHERYL F GORDON BOGEN | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| KAREN AND STEVEN SELTZER | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| JULIE AND GEORGE TOBOLOWSKY | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| GLORIA JERRY LANDSBERG | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| JULIE AND DAVID FIELDS | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| BETTY ZALE | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| BARBARA AND DONALD ZALE | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| RUTH AND ANDREW SUZMAN | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| AMY AND WADE ROSENBERG | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| BARBARA BARAS FIELDS IRA | |||
| 200 WEST STREET | NEW YORK | NY | 10282 |
| CAROL DAVID ZALE | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| MELISSA SELTZER | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $16,617 | $5,364 | $11,253 |
| EXCISE TAX | $38,351 | $0 | $0 |