ROBERT A AND MARIANNE S GWINN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT A AND MARIANNE S GWINN FAMILY FOUNDATION (EIN 75-2769152)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-23
- IRS object ID
- 202232359349100403
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-23T10:23:14-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474465369 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIEL FISETTE IACONO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8111 LBJ FWY STE 1065 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752511389 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752769152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND MARIANNE GWINN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2144609332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3427 ASBURY ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN W GWINN | PersonNm |
| Person Title | SEC/TREAS | PersonTitleTxt |
| Phone | 2144609332 | PhoneNum |
| Signature | 2022-08-08 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN W | PersonFirstNm |
| Person Last | GWINN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID E SCHMITZ | PreparerPersonNm |
| PTIN | P01298806 | PTIN |
| Phone | 9726332622 | PhoneNum |
| Preparation | 2022-08-23 | PreparationDt |
| 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 | $674,881 | 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 | $110 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,350 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,350 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,350 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,441 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,845 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,441 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,792 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,351 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,285 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $263 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,022 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $3,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $263 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,022 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $263 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,522 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,529 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,351 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,386 | CashBOYAmt |
| Cash EOY | $11,239 | CashEOYAmt |
| Cash EOYFMV | $11,239 | CashEOYFMVAmt |
| Acct Rcvbl | $2,629 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,040 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,629 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,629 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $375,898 | CorporateStockBOYAmt |
| Corporate Stock EOY | $408,573 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $661,013 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $396,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $422,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $674,881 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,676 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,676 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,676 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,676 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $392,648 | RetainedEarningBOYAmt |
| Retained Earning EOY | $418,765 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $392,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $418,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $396,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $422,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $392,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,117 | ExcessRevenueOverExpensesAmt |
| Subtotal | $418,765 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $418,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 162.569 ETG | P | 2021-11-30 | $3,630 | $3,171 | $459 | $459 | |
| 5000 FEI | P | 2021-08-18 | $35,922 | $41,088 | -$5,166 | -$5,166 | |
| 1000 ETY | P | 2021-05-12 | $13,048 | $8,220 | $4,828 | $4,828 | |
| 1100 ETG | P | 2021-05-06 | $21,953 | $19,120 | $2,833 | $2,833 | |
| 1000 ETG | P | 2021-06-15 | $21,180 | $17,716 | $3,464 | $3,464 | |
| 1000 ETG | P | 2021-07-02 | $20,761 | $14,713 | $6,048 | $6,048 | |
| 848.423 ETG | P | 2021-12-29 | $18,941 | $10,808 | $8,133 | $8,133 | |
| 1250 EXG | P | 2021-10-21 | $12,965 | $8,677 | $4,288 | $4,288 | 2017-10-05 |
| 1400 USA | P | 2021-03-29 | $10,439 | $9,237 | $1,202 | $1,202 | 2018-01-12 |
| 1198 USA | P | 2021-12-02 | $9,520 | $7,654 | $1,866 | $1,866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,441 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,707 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $827 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $827 | SubtotalAmt |
| Tax Based On Investment Income | $827 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $334 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $334 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $496 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN W GWINN | IndividualWithBooksNm |
| Phone | 2144609332 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3427 ASBURY ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARIANNE S GWINN | ||||||||
| 3427 ASBURY ST | DALLAS | TX | 75205 | PRES | 000.00 | $0 | $0 | $0 |
| STEPHEN W GWINN | ||||||||
| 3427 ASBURY ST | DALLAS | TX | 75205 | SEC/TREAS | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $594,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $610,932 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $610,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $601,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $827 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $827 | TotalTaxAmt |
| Distributable Before Adj | $29,261 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,261 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,261 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,522 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,522 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,261 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,877 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,106 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,185 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,026 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,519 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,713 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,522 | QualifyingDistributionsAmt |
| Applied To Current Year | $29,261 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,261 | RemainingDistriFromCorpusAmt |
| Total Corpus | $39,974 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,877 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,097 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,106 | ExcessFromYear4Amt |
| Excess From Year3 | $12,185 | ExcessFromYear3Amt |
| Excess From Year2 | $8,026 | ExcessFromYear2Amt |
| Excess From Year1 | $6,519 | ExcessFromYear1Amt |
| Excess From Current Year | $4,261 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN W GWINN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3427 ASBURY ST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2145269828 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH FULL DISCLOSURE OF NEED AND USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YMCA MOODY FAMILY | |||||||
| 600 PRESTON RD | UNIVERSITY PARK | TX | 75205 | NA | NA | SEE ATTACHED | $1,000 |
| MY FAITH VOTES | |||||||
| 2001 WEST PLANO PKWY 1904 | PLANO | TX | 75075 | NA | NA | SEE ATTACHED | $500 |
| LA FIESTA DE LAS SEIS BANDERAS | |||||||
| 3419 WESTMINSTER AVE | DALLAS | TX | 75205 | NA | NA | SEE ATTACHED | $2,500 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750402 | DALLAS | TX | 75275 | NA | NA | SEE ATTACHED | $7,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NA | NA | SEE ATTACHED | $500 |
| TEXAS SCOTTISH RITE HOSPITAL | |||||||
| 2222 WELBOURN ST | DALLAS | TX | 75219 | NA | NA | SEE ATTACHED | $1,000 |
| ANNE ELIZABETH SPEPHERD HOME | |||||||
| 751 DOUBLE CHURCHES RD | COLUMBUS | GA | 31904 | NA | NA | SEE ATTACHED | $1,000 |
| HIGHLAND PARK EDUCATION FOUNDATION | |||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75205 | NA | NA | SEE ATTACHED | $10,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 4200 FIFTH AVE | PITTSBURGH | PA | 15260 | NA | NA | SEE ATTACHED | $1,000 |
| STATE FAIR OF TEXAS | |||||||
| 3921 MARTIN LUTHER KING | DALLAS | TX | 75210 | NA | NA | SEE ATTACHED | $2,500 |
| DALLAS BAR FOUNDATION | |||||||
| 2101 ROSS AVE | DALLAS | TX | 75201 | NA | NA | SEE ATTACHED | $2,500 |
| HABITAT FOR HUMANITY | |||||||
| 6500 SKILLMAN ST | DALLAS | TX | 75231 | NA | NA | SEE ATTACHED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,350 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,486 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,955 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,837 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,955 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,792 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $3,285 | Amt |
| Net Investment Income | $263 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,022 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK BEGINNING OF YEAR | ||
| 9031.770 PEP | $56,864 | $161,858 |
| 14815.799 CLM | $159,086 | $211,718 |
| 5824.565 ETY | $54,497 | $85,568 |
| 7206.746 EXG | $46,688 | $76,896 |
| 14913.24 USA | $91,438 | $124,973 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc |
|---|
| EXPENSES |
| BANK FEES |