THE HOWARD HALLAM FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE HOWARD HALLAM FAMILY FOUNDATION (EIN 75-2448134)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202223069349100617
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T08:57:41-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N FRANKLIN ST SUITE 2400 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | 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 | 752448134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD HALLAM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 2146341500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1805 RECORD CROSSING | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752356220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD HALLAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2146341500 | PhoneNum |
| Signature | 2022-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOWARD | PersonFirstNm |
| Person Last | HALLAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE A MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 8132254800 | 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 | $1,216,381 | 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 | $1,183,680 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $660,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,231,871 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $660,256 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,859,853 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $676,173 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,378 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,378 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,941 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,941 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $113 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,432 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $317,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $317,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $325,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,432 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $317,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,534,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $668,741 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $993,010 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $993,010 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $353,907 | CorporateStockBOYAmt |
| Corporate Stock EOY | $292,040 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $223,371 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $424,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,285,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,216,381 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $424,450 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,285,050 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $424,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,285,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $424,450 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,285,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $424,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,534,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,958,981 | SubtotalAmt |
| Other Decreases | $673,931 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,285,050 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AT HOME GROUP INC COM | 2021-07-22 | 2021-07-26 | $1,184,000 | $509,748 | $674,252 | $674,252 |
| AT&T INC | 2015-02-06 | 2021-02-22 | $29,401 | $35,135 | -$5,734 | -$5,734 |
| VODAFONE GROUP | 2017-03-21 | 2021-02-22 | $18,470 | $26,732 | -$8,262 | -$8,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $660,256 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,295 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,295 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,295 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $813 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $813 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,482 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RHONDA HARDEN-POLICHINO | IndividualWithBooksNm |
| Phone | 2146341500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1805 RECORD CROSSING | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752356220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HOWARD HALLAM | ||||||||
| 1805 RECORD CROSSING | DALLAS | TX | 752356220 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| FANCHON HILL HALLAM | ||||||||
| 1805 RECORD CROSSING | DALLAS | TX | 752356220 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| RHONDA HARDEN-POLICHINO | ||||||||
| 1805 RECORD CROSSING | DALLAS | TX | 752356220 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $240,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $553,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $794,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $794,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $782,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,295 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,295 | TotalTaxAmt |
| Distributable Before Adj | $29,840 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,840 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,840 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $317,890 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $317,890 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,016,773 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $562,810 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $524,906 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $564,122 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $655,814 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,324,425 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $317,890 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,840 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $288,050 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,612,475 | 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 | $1,016,773 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,595,702 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $562,810 | ExcessFromYear4Amt |
| Excess From Year3 | $524,906 | ExcessFromYear3Amt |
| Excess From Year2 | $564,122 | ExcessFromYear2Amt |
| Excess From Year1 | $655,814 | ExcessFromYear1Amt |
| Excess From Current Year | $288,050 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD HALLAM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AURORADALLAS FOUNDATION | ||||||||
| 3639 MAPLE AVENUE SUITE 390 | DALLAS | TX | 75219 | NONE | PC | CONTRIBUTION | $3,000 | |
| BRAVO VAIL VALLEY MUSIC FESTIVAL | ||||||||
| 2271 N FRONTAGE ROAD W SUITE C | VAIL | CO | 81657 | NONE | PC | HONOR OF SHIRLEY AND BILL MCFARLANE | $5,000 | |
| CAMP JOHN MARC | ||||||||
| 3723 HAYNIE AVENUE | DALLAS | TX | 75205 | NONE | PC | ANNUAL FUND | $390 | |
| CHINATI FOUNDATION | ||||||||
| 1 CAVALRY ROW | MARFA | TX | 79843 | NONE | PC | ANNUAL FUND | $25,000 | |
| DALLAS CENTER FOR THE PERFORMING ARTS FOUNDATION | ||||||||
| 700 NORTH PEARL STREET SUITE N1800 | DALLAS | TX | 75201 | NONE | PC | PAYMENT OF CORPORATE PLEDGE | $50,000 | |
| DALLAS CHAMBER SYMPHONY | ||||||||
| PO BOX 795548 | DALLAS | TX | 75379 | NONE | PC | ANNUAL FUND | $1,000 | |
| DALLAS EDUCATION FOUNDATION | ||||||||
| 9400 NORTH CENTRAL EXPRESSWAY SUITE | DALLAS | TX | 75231 | NONE | PC | ANNUAL FUND | $1,000 | 1310 MAILBOX 19 |
| DALLAS MORNING NEWS CHARITIES | ||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | NONE | PC | ANNUAL SUPPORT | $1,000 | |
| DALLAS MUSEUM OF ART | ||||||||
| 1717 NORTH HARWOOD STREET | DALLAS | TX | 75201 | NONE | PC | ANNUAL FUND | $50,000 | |
| DALLAS OPERA | ||||||||
| 2403 FLORA STREET SUITE 500 | DALLAS | TX | 75201 | NONE | PC | ANNUAL FUND | $5,000 | |
| DALLAS SYMPHONY ASSOCIATION | ||||||||
| 2301 FLORA STREET SUITE 300 | DALLAS | TX | 75201 | NONE | PC | ANNUAL SUPPORT | $2,500 | |
| FINE ARTS CHAMBER PLAYERS | ||||||||
| 3630 HARRY HINES BOULEVARD | DALLAS | TX | 75219 | NONE | PC | SPONSORSHIP | $30,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 408 PARK AVENUE | DALLAS | TX | 75204 | NONE | PC | ANNUAL FUND | $40,000 | |
| HIGHLAND PARK EDUCATION FUND | ||||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75205 | NONE | PC | CONTRIBUTION | $1,000 | |
| HOCKADAY SCHOOL | ||||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | NONE | PC | ANNUAL FUND | $1,000 | |
| HPHS CLASS OF 1961 SCHOLARSHIP FUND | ||||||||
| 7306 LAKEHURST | DALLAS | TX | 75230 | NONE | PC | CONTRIBUTION | $250 | |
| JESUIT DALLAS | ||||||||
| 12345 INWOOD ROAD | DALLAS | TX | 75244 | NONE | PC | ANNUAL FUND | $2,000 | |
| KIMBALL ART MUSEUM | ||||||||
| 333 CAMP BOWIE BOULEVARD | FORT WORTH | TX | 76107 | NONE | PC | CONTRIBUTION | $500 | |
| LUMIN EDUCATION | ||||||||
| 24 WAYNE STREET | DALLAS | TX | 75223 | NONE | PC | SPECIAL APPEAL, PLEDGE | $23,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| PO BOX 1627 | NEW YORK | NY | 10277 | NONE | PC | CONTRIBUTION | $1,000 | |
| MODERN ART MUSEUM OF FORT WORTH | ||||||||
| 3200 DARNELL STREET | FORT WORTH | TX | 76107 | NONE | PC | CONTRIBUTION | $5,000 | |
| MOMENTEOUS INSTITUTE - (SALESMANSHIP CLUB OF DALLAS) | ||||||||
| 106 EAST TENTH STREET | DALLAS | TX | 75203 | NONE | PC | ANNUAL GIFT AND MEMORIAL TO CHICK PIERCE | $10,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | CONTRIBUTION | $1,000 | |
| NASHER SCULPTURE CENTER | ||||||||
| 2001 FLORA STREET | DALLAS | TX | 75201 | NONE | PC | ANNUAL FUND | $30,000 | |
| SALESMANSHIP CLUB OF DALLAS | ||||||||
| 106 EAST TENTH STREET 200 | DALLAS | TX | 75203 | NONE | PC | MEMORIAL TO ELLEN KRONEY BURFORD AND ROBERT H. PICKENS | $500 | |
| SAMMONS CENTER FOR THE ARTS | ||||||||
| 3630 HARRY HINES BOULEVARD | DALLAS | TX | 75219 | NONE | PC | ANNUAL CAMPAIGN | $15,000 | |
| SANTA FE CHAMBER MUSIC FESTIVAL | ||||||||
| POST OFFICE BOX 2227 | SANTA FE | NM | 87504 | NONE | PC | ANNUAL FUND | $250 | |
| SOUTHWESTERN MEDICAL FOUNDATION | ||||||||
| 3889 MAPLE AVENUE SUITE 100 | DALLAS | TX | 75219 | NONE | PC | ANNUAL FUND | $10,250 | |
| SPCA | ||||||||
| 4624 EDMONDSON | DALLAS | TX | 75209 | NONE | PC | CONTRIBUTION | $250 | |
| STARS SCHOLARSHIP FUND | ||||||||
| PO BOX 3068 | MCALLEN | TX | 78502 | NONE | PC | MEMORIAL TO JOSEPH LAMANTIA, JR. | $250 | |
| STATE FAIR OF TEXAS | ||||||||
| PO BOX 150009 | DALLAS | TX | 75315 | NONE | PC | MEMORIAL TO WANDA FERN WINTER | $250 | |
| THE STEWPOT | ||||||||
| 408 PARK AVENUE | DALLAS | TX | 75201 | NONE | PC | CONTRIBUTION | $1,000 | |
| TRINITY VALLEY SCHOOL | ||||||||
| 7500 DUTCH BRANCH ROAD | FORT WORTH | TX | 76132 | NONE | PC | ANNUAL FUND | $500 | |
| VISITING NURSE ASSOCIATION | ||||||||
| 1420 WEST MOCKINGBIRD LANE SUITE | DALLAS | TX | 75247 | NONE | PC | CONTRIBUTION | $1,000 | 700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $317,890 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,912 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $660,256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $676,173 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $676,173 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HOWARD HALLAM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5330 S DENTWOOD DR | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,183,680 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 32,000 SHARES OF AT HOME GROUP INC COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $1,183,680 | FairMarketValueAmt |
| Received | 2021-07-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,378 | Amt |
| Net Investment Income | $4,378 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC COMMUNICATIONS | $105,404 | $73,800 |
| CHEVRON CORP NEW COM | $51,246 | $58,675 |
| VERIZON COMMUNICATIONS INC COM | $28,461 | $31,176 |
| VODAFONE GROUP PLC NEW SPONSORED ADR | $106,929 | $59,720 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT | Desc |
| Amt | $673,931 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,941 | Amt |
| Net Investment Income | $2,941 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHOLDING | CategoryTxt |
| Amt | $113 | Amt |
| Net Investment Income | $113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |