TURNINGPOINT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TURNINGPOINT FOUNDATION (EIN 20-3979782)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-26
- IRS object ID
- 202241169349102274
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-26T17:39:47-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evelyn H Moses CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3602 Bryn Mawr Dr | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 203979782 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TurningPoint Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TURN | BusinessNameControlTxt |
| Phone | 2146967182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6125 Luther Lane 244 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Molly L Byrne | PersonNm |
| Person Title | Pres/Director | PersonTitleTxt |
| Signature | 2022-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Molly L | PersonFirstNm |
| Person Last | Byrne | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evelyn H Moses | PreparerPersonNm |
| PTIN | P01400635 | PTIN |
| Phone | 2143612323 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $28,351,692 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $257,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,926 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,736,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,173,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,736,751 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,484 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,484 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,998,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,998,196 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,745 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,745 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,762 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,763 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $162,818 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $156,568 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,025 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $561 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $214,350 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158,941 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,789 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,073,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,073,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,288,100 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158,941 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,084,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,710,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,839,255 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $244,601 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $233,396 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $233,396 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,921,139 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,981,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,024,973 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,470,217 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,130,016 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,092,660 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $663 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $663 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,635,957 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,346,053 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,351,692 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $19,635,957 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,346,053 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,635,957 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,346,053 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,635,957 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,346,053 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,635,957 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,710,096 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,346,053 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,346,053 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| publicly traded securities | P | 2001-01-01 | 2021-12-31 | $42,170,305 | $39,436,611 | $2,733,694 | $2,733,694 |
| long-term capital gain dist. | P | 2001-01-01 | 2021-12-31 | $3,057 | $3,057 | $3,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,736,751 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,466 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $39,466 | SubtotalAmt |
| Tax Based On Investment Income | $39,466 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $44,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,534 | OverpaymentAmt |
| Applied To ES Tax | $4,534 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Molly Byrne | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143612323 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6125 Luther Lane 244 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Molly L Byrne | ||||||
| 6125 Luther Lane Suite 244 | Dallas | TX | 75225 | Pres/Director | 2.00 | $0 |
| Robert Byrne | ||||||
| 6125 Luther Lane Suite 244 | Dallas | TX | 75225 | Sec/Director | 1.00 | $0 |
| Trevor Colhoun | ||||||
| 6125 Luther Lane Suite 244 | Dallas | TX | 75225 | Director | 1.00 | $0 |
| Ian Colhoun | ||||||
| 6125 Luther Lane Suite 244 | Dallas | TX | 75225 | Treas/Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merrill Lynch | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13355 Noel Road 7th Floor | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment mgmt. | ServiceTypeTxt |
| Compensation | $156,568 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,200,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $256,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,456,911 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $26,456,911 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $396,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,060,057 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,303,003 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,303,003 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,466 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,466 | TotalTaxAmt |
| Distributable Before Adj | $1,263,537 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,263,537 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,263,537 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,084,539 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,084,539 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,263,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,036,013 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,084,539 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,036,013 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,526 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,215,011 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Molly L Byrne | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATT Performing Arts Center | |||||||
| 2403 Flora Street | Dallas | TX | 75201 | N/A | PC | Towards the Vision Capital Campaign | $83,000 |
| The Bridge Homeless Recovery Center | |||||||
| 1818 Corsicana Street | Dallas | TX | 75201 | N/A | PC | General operating support | $25,000 |
| California Community Foundation | |||||||
| 221 S Figueroa Street Suite 400 | Los Angeles | CA | 90012 | N/A | PC | Towards the California Wildfire Recovery Fund | $25,000 |
| Dallas Holocaust and Human Rights Museum | |||||||
| 300 N Houston Street | Dallas | TX | 75202 | N/A | PC | Support for the Hope for Humanity event | $5,000 |
| Dallas Theater Center | |||||||
| 2400 Flora Street | Dallas | TX | 75201 | N/A | PC | General operating support | $25,000 |
| Dallas Museum of Art | |||||||
| 1717 N Harwood Street | Dallas | TX | 75201 | N/A | PC | Towards the Museum Redesign Capital Project | $200,000 |
| Family Centers of Greenwich | |||||||
| 40 Arch Street | Greenwich | CT | 06830 | N/A | PC | General operating support | $50,000 |
| Isadora Newman School | |||||||
| 1903 Jefferson Avenue | New Orleans | LA | 70115 | N/A | PC | Annual Fund | $5,000 |
| The Foundation for Las Virgenes Sch | |||||||
| 4111 N Las Virgenes Road | Calabasas | CA | 91302 | N/A | PC | Support for Calabasas High School | $15,000 |
| Millbrook School | |||||||
| 131 Millbrook School Road | Millbrook | NY | 12545 | N/A | PC | Towards the Casertano Fund | $50,000 |
| Millbrook School | |||||||
| 131 Millbrook School Road | Millbrook | NY | 12545 | N/A | PC | Annual Fund | $17,500 |
| North Texas Junior Golf | |||||||
| 16200 Addison Road Ste 255 | Addison | TX | 75001 | N/A | PC | Towards the Robert C. Vaughn Leadership and Learning Center | $10,000 |
| Perot Museum of Nature and Science | |||||||
| 2201 N Field Street | Dallas | TX | 75201 | N/A | PC | Towards the TECH Truck-STEM | $25,000 |
| Planned Parenthood of Greater Texas | |||||||
| 7024 Greenville Avenue 206 | Dallas | TX | 75231 | N/A | PC | General operating support | $25,000 |
| Pres Board-Santa Clara College | |||||||
| 500 El Camino Real | Santa Clara | CA | 95053 | N/A | PC | Towards the Leavey School of Business Dean's Leadership Fund ($6,250) and the Leavey School of Business Community Fellows Program ($6,250) | $12,500 |
| Resource Center | |||||||
| 5750 Cedar Springs Road | Dallas | TX | 75235 | N/A | PC | Towards the Senior Housing Campaign | $167,000 |
| Sierra Community House | |||||||
| 948 Incline Way | Incline Village | NV | 89451 | N/A | PC | General operating support | $17,500 |
| Smithsonian National Postal Museum | |||||||
| 2 Massachusetts Avenue NE | Washington | DC | 20002 | N/A | PC | Towards the Guest Artist Program | $35,000 |
| Son of A Saint | |||||||
| P O Box 19205 | New Orleans | LA | 70119 | N/A | PC | Towards the Capital Campaign | $50,000 |
| Son of A Saint | |||||||
| P O Box 19205 | New Orleans | LA | 70119 | N/A | PC | Towards Sports Equipment ($15,000) and General operating support ($2,500) | $17,500 |
| Suffield Academy | |||||||
| 185 N Main Street | Suffield | CT | 06078 | N/A | PC | Scholarship Assistance within the school's endowment | $10,000 |
| TACA | |||||||
| 1722 Routh Street Ste 800 | Dallas | TX | 75201 | N/A | PC | Towards the Silver Cup Luncheon in honor of Donna Wilhelm and Sam Self | $5,000 |
| Teach for America-DFW | |||||||
| 600 N Pearl Street Suite 2300 | Dallas | TX | 75201 | N/A | PC | General operating support | $25,000 |
| The Stewpot-First Presbyterian Chur | |||||||
| 1835 Young Street | Dallas | TX | 75201 | N/A | PC | Towards Soup's On and general operating support | $25,000 |
| Visiting Nurse Association of Texas | |||||||
| 1420 W Mockingbird Lane Suite 700 | Dallas | TX | 75247 | N/A | PC | Towards the VNA Haggerty Kitchen special event | $3,750 |
| Visiting Nurse Association of Texas | |||||||
| 1430 W Mockingbird Lane Suite 700 | Dallas | TX | 75247 | N/A | PC | Towards Pediatric Hospice ($30,000) and Meals on Wheels Research Study ($30,000) | $60,000 |
| Volunteers of America | |||||||
| 300 East Midway Drive | Euless | TX | 76039 | N/A | PC | Towards the Resolana Mentoring Program | $25,000 |
| Westhills Baseball Inc | |||||||
| P O Box 4702 | West Hills | CA | 91307 | N/A | PC | General operating support | $10,000 |
| Wonderseed Foundation | |||||||
| 16350 Ventura Blvd D353 | Encino | CA | 91436 | N/A | PC | General operating support | $25,000 |
| Woven Health Clinic | |||||||
| 1 Medical Parkway Ste 149 | Farmers Branch | TX | 75234 | N/A | PC | General operating support | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,073,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,926 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,736,751 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,484 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,998,196 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,998,196 | 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 | Tax preparation services | CategoryTxt |
| Amt | $3,525 | Amt |
| Net Investment Income | $1,762 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,763 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Merrill Lynch corporate stocks | StockNm |
| EOY Book Value | $19,981,978 | EOYBookValueAmt |
| EOYFMV | $27,024,973 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Merrill Lynch mutual funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,130,016 | BookValueAmt |
| EOYFMV | $1,092,660 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal services | CategoryTxt |
| Legal Fees | $2,745 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,745 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividends receivable | Desc |
| EOY Book Value | $663 | EOYBookValueAmt |
| EOYFMV | $663 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank service charges | $50 | $50 | |
| Penalties | $156 | ||
| Publications and subscriptions | $31 | $31 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Revenue And Expenses Per Books | $3,484 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,484 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Grants administration services | $6,250 | $0 | $0 | $6,250 |
| Merrill Lynch investment mgmt. | $156,568 | $156,568 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax paid | $44,464 | |
| Foreign tax paid | $561 | $561 |