THE FRITZ AND MARY LEE DUDA FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE FRITZ AND MARY LEE DUDA FAMILY FOUNDATION (EIN 43-6765664)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349105382
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:30:15-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N FIELD ST STE 1000 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 | 436765664 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRITZ AND MARY LEE DUDA FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIT | BusinessNameControlTxt |
| Phone | 9726168777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 WOODSIDE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F DUDA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9726168777 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | DUDA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN W REEVES | PreparerPersonNm |
| PTIN | P01248048 | PTIN |
| Phone | 9724901970 | 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 | $28,373,792 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $493,608 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $465,051 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $149 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $22 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$429,526 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,261,451 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,421,585 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,116,689 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $215,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $140,341 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,970,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,722,103 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,250 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,650 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,480 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,940 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,616 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $56,066 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $56,066 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $674,489 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $599,583 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $119 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $761,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $665,545 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,169 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,028,617 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,028,617 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,790,612 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $665,545 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,048,786 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$820,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,056,558 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,246,109 | CashBOYAmt |
| Cash EOY | $4,161,017 | CashEOYAmt |
| Cash EOYFMV | $4,161,017 | CashEOYFMVAmt |
| Corporate Stock BOY | $931,022 | CorporateStockBOYAmt |
| Corporate Stock EOY | $868,358 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $814,201 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $19,527,189 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,905,121 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,319,092 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $27,118 | OtherAssetsBOYAmt |
| Other Assets EOY | $79,482 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $79,482 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,731,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,013,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,373,792 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $535 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $535 | 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 | $25,731,438 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,013,443 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,731,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,013,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,731,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,013,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,731,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$820,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $102,159 | OtherIncreasesAmt |
| Subtotal | $25,013,443 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,013,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB | $4,495,667 | $3,638,300 | $857,367 | $857,367 | |
| CHARLES SCHWAB | $4,962,235 | $4,334,803 | $627,432 | $627,432 | |
| TIFF MULTI ASSET FUND | $6,130,376 | $5,140,867 | $989,509 | $989,509 | |
| FROM PASSTHROUGHS | $12,911 | $12,911 | $12,911 | P | |
| FROM PASSTHROUGHS | $554,436 | $554,436 | $554,436 | P | |
| TIFF MULTI ASSET FUND | $55,138 | $46,148 | $8,990 | $8,990 | |
| GAIN ON DISPOSITION VIDA LONGEVITY FUND LP | $99,010 | $99,010 | $99,010 | P | |
| LESS AMOUNT REPORTED AS UBTI FROM PASSTHROUGHS | $137,526 | -$137,526 | -$137,526 | P | |
| SECTION 1256 FROM PASSTHROUGHS | $8 | -$8 | -$8 | P | |
| LESS AMOUNT REPORTED AS UBTI FROM PASSTHROUGHS | $7,244 | -$7,244 | -$7,244 | P | |
| CAPITAL GAINS DIVIDENDS | $111,812 | $111,812 | $111,812 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,116,689 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,486 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,486 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,486 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $56,250 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $61,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,764 | OverpaymentAmt |
| Applied To ES Tax | $18,764 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | JAMES F DUDA | IndividualWithBooksNm |
| Phone | 9726168777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 WOODSIDE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| FRITZ L DUDA | ||||||||
| 2801 WOODSIDE STREET | DALLAS | TX | 75204 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARY L DUDA | ||||||||
| 2801 WOODSIDE STREET | DALLAS | TX | 75204 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LEIGH A DUDA SCOTT | ||||||||
| 2801 WOODSIDE STREET | DALLAS | TX | 75204 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LENDY D DUDA VAIL | ||||||||
| 2801 WOODSIDE STREET | DALLAS | TX | 75204 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| FRITZ L DUDA JR | ||||||||
| 2801 WOODSIDE STREET | DALLAS | TX | 75204 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JAMES F DUDA | ||||||||
| 2801 WOODSIDE STREET | DALLAS | TX | 75204 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LINDSEY DUDA COE | ||||||||
| 2801 WOODSIDE STREET | DALLAS | TX | 75201 | TRUSTEE | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| 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 | $16,900,608 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,062,142 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,815,517 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,778,267 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,778,267 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $461,674 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,316,593 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,515,830 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,515,830 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,486 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $29,503 | IncomeTaxAmt |
| Total Tax | $71,989 | TotalTaxAmt |
| Distributable Before Adj | $1,443,841 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,443,841 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,443,841 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,048,786 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,048,786 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,443,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $193,649 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,048,786 | QualifyingDistributionsAmt |
| Applied To Year1 | $193,649 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,443,841 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,411,296 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,411,296 | 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 | $4,411,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,411,296 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRITZ L DUDA | ContributingManagerNm |
| Contributing Manager | MARY L DUDA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A DIFFERENT BREED ANIMAL RESCUE | ||||||
| 15741 BIG HORN TRAIL | FRISCO | TX | 75035 | PC | GENERAL SUPPORT | $2,000 |
| ADVOCACY & CARING FOR CHILDREN | ||||||
| 100 23RD AVE S | SEATTLE | WA | 98144 | PC | GENERAL SUPPORT | $2,500 |
| BAYLOR SCOTT & WHITE DALLAS FOUNDATION | ||||||
| 3600 GASTON AVE BARNETT TOWER 100 | DALLAS | TX | 752461800 | PC | 2021 BOARD GIVING CAMPAIGN | $10,000 |
| BELFRY MUSIC THEATRE FOUNDATION | ||||||
| PO BOX 356 | WALWORTH | WI | 53184 | PC | GENERAL SUPPORT | $5,500 |
| BISHOP BLANCHET HIGH SCHOOL | ||||||
| 8200 WALLINGFORD AVENUE NORTH | SEATTLE | WA | 98103 | PC | GENERAL SUPPORT | $5,000 |
| BISHOP DUNNE CATHOLIC SCHOOL | ||||||
| 3900 RUGGED DRIVE | DALLAS | TX | 75224 | PC | NEW SECURITY CAMERA SYSTEM | $128,817 |
| BON TON FARMS | ||||||
| 6911 BEXAR STREET | DALLAS | TX | 75215 | PC | GENERAL SUPPORT | $10,000 |
| BRAVE ONES FOUNDATION | ||||||
| 9151 ATLANTA AVE STE 8384 | HUNTINGTON BEACH | CA | 92615 | PC | GENERAL SUPPORT | $2,500 |
| BRIAR CLIFF UNIVERSITY | ||||||
| 3303 REBECCA ST | SIOUX CITY | IA | 51104 | PC | DORIS DURBEN SCHOLARSHIP | $8,000 |
| BRIGHT BEGINNINGS INC | ||||||
| 3418 4TH ST SE | WASHINGTON | DC | 20032 | PC | GENERAL SUPPORT | $10,000 |
| CASA DE VIDA | ||||||
| 1290 MILL STREET | RENO | NV | 89502 | PC | MOTHER'S DAY EVENT / GENERAL SUPPORT | $10,000 |
| CATHOLIC CHARITIES OF DALLAS | ||||||
| 1421 W MOCKINGBIRD LN | DALLAS | TX | 75247 | PC | GENERAL SUPPORT | $750 |
| CHICAGO YACHT CLUB FOUNDATION | ||||||
| 400 EAST MONROE STREET | CHICAGO | IL | 60603 | PC | 2021 CHICAGO REGATTA FUNDRAISER | $5,000 |
| CHRIST THE KING CATHOLIC CHURCH | ||||||
| 8017 PRESTON ROAD | DALLAS | TX | 75225 | PC | GENERAL SUPPORT | $10,000 |
| CHRISTIAN COMMUNITY ACTION | ||||||
| 200 S MILL ST | LEWISVILLE | TX | 75057 | PC | GENERAL SUPPORT | $500 |
| COALITION TO ABOLISH SLAVERY & TRAFFICKING | ||||||
| 3580 WILSHIRE BLVD SUITE 900-37 | LOS ANGELES | CA | 90010 | PC | GENERAL SUPPORT | $500 |
| COLUMBIA SAILING SCHOOL | ||||||
| 111 N LAKE SHORE DRIVE | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $5,000 |
| COMMUNITY HOUSE WINNETKA | ||||||
| 620 LINCOLN AVE | WINNETKA | IL | 60093 | PC | GENERAL SUPPORT | $250 |
| CRISIS CENTER INC | ||||||
| 101 N MONTGOMERY ST | GARY | IN | 46403 | PC | 2021 WINE FEST & AUCTION | $1,000 |
| DEDMAN FOUNDATION INC | ||||||
| PO BOX 1282 | FORT BENTON | MT | 59442 | PC | GENERAL SUPPORT | $500 |
| DOUGLAS COUNTY 4-H LEADERS COUNCIL | ||||||
| 1325 WATERLOO LANE | GARDNERVILLE | NV | 89410 | PC | DOUGLAS CLUCKERS 4-H POULTRY CLUB | $500 |
| EDDY HOUSE | ||||||
| 888 WILLOW ST | RENO | NV | 89502 | PC | GENERAL SUPPORT | $2,500 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | ||||||
| PO BOX 17408 | DENVER | CO | 80217 | PC | GENERAL SUPPORT | $1,500 |
| GIVINGMAS INC | ||||||
| PO BOX 140776 | DALLAS | TX | 75214 | PC | GENERAL SUPPORT | $2,000 |
| HALO INITIATIVE FOR CATHOLIC EDUCATION | ||||||
| PO BOX 830190 | RICHARDSON | TX | 75083 | PC | HALO 139 TUITION ASSISTANCE PROGRAM | $100,000 |
| HELPING HANDS 4 KIDS | ||||||
| 16478 BEACH BLVD SUITE 276 | WESTMINSTER | CA | 92683 | PC | GENERAL SUPPORT | $500 |
| HOLY NAMES ACADEMY | ||||||
| 728 21ST AVENUE E | SEATTLE | WA | 98112 | PC | GENERAL SUPPORT | $2,500 |
| HUMANE SOCIETY OF DALLAS COUNTY | ||||||
| 2719 MANOR WAY | DALLAS | TX | 75235 | PC | GENERAL SUPPORT | $750 |
| ICARE DOG RESCUE | ||||||
| 31441 SANTA MARGARITA PKWY STE A194 | RANCHO SANTA MARGARITA | CA | 92688 | PC | GENERAL SUPPORT | $1,500 |
| ILYA ROBLE SHEA USA | ||||||
| PO BOX 662 | EAST TROY | WI | 53120 | PC | GENERAL SUPPORT | $10,000 |
| JESUIT COLLEGE PREPARATORY | ||||||
| 12345 INWOOD ROAD | DALLAS | TX | 75244 | PC | PHONATHON F/B/O FRITZ AND ELISE DUDA SCHOLARSHIP FUND | $5,000 |
| JUNIOR LEAGUE OF RENO | ||||||
| 190 W HUFFAKER LN | RENO | NV | 89511 | PC | GENERAL SUPPORT | $2,500 |
| KING COUNTY EXPLORER SEARCH | ||||||
| PO BOX 1266 | NORTH BEND | WA | 98045 | PC | GENERAL SUPPORT | $5,000 |
| LITTLE TRAVERSE CONSERVANCY | ||||||
| 3264 POWELL RD | HARBOR SPRINGS | MI | 49740 | PC | GENERAL SUPPORT | $250 |
| MARINE SCIENCES & SEAMANSHIP FOUNDATION | ||||||
| 3020 OLD RANCH PARKWAY SUITE 300 | SEAL BEACH | CA | 90740 | PC | 2021 GOVERNOR'S CUP | $4,000 |
| MAYO CLINIC | ||||||
| 1216 SECOND STREET SW | ROCHESTER | MN | 55902 | PC | GENERAL SUPPORT | $50,000 |
| MD ANDERSON CANCER CENTER | ||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | PC | GENERAL SUPPORT | $50,000 |
| METRO DALLAS HOMELESS ALLIANCE | ||||||
| 2816 SWISS AVE | DALLAS | TX | 75204 | PC | GENERAL SUPPORT | $1,500 |
| MISSIONARY SOCIETY OF SALESIAN SISTERS | ||||||
| 659 BELMONT AVE | NORTH HALEDON | NJ | 07508 | PC | GENERAL SUPPORT | $25,000 |
| NATIONAL PHILANTHROPIC TRUST | ||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | PC | BERAL FAMILY CHARITABLE TRUST, ACCT 181640 | $44,500 |
| NE SEATTLE LITTLE LEAGUE | ||||||
| 4616 25TH AVE NE 524 | SEATTLE | WA | 98105 | PC | GENERAL SUPPORT | $2,500 |
| NEVADA BIG HORNS | ||||||
| PO BOX 21393 | RENO | NV | 89515 | PC | GENERAL SUPPORT | $1,000 |
| NORTH TEXAS FOOD BANK | ||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | PC | GENERAL SUPPORT | $10,000 |
| NORTHERN NEVADA CHILDREN'S CANCER FOUNDATION | ||||||
| 3550 BARRON WAY 9A | RENO | NV | 89511 | PC | GENERAL SUPPORT | $500 |
| NORTHERN TEXAS PGA FOUNDATION | ||||||
| 17950 PRESTON RD SUITE 340 | DALLAS | TX | 75252 | PC | GENERAL SUPPORT | $115,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | PC | #CATSGIVEBACK - MEDILL SCHOOL OF JOURNALISM | $5,000 |
| NOTRE DAME SCHOOL | ||||||
| 2018 ALLEN STREET | DALLAS | TX | 75204 | PC | 2 FULL YEAR SCHOLARSHIPS | $20,500 |
| ORANGEWOOD FOUNDATION | ||||||
| 1575 E 17TH ST | SANTA ANA | CA | 92705 | PC | GENERAL SUPPORT | $1,500 |
| ORDER OF MALTA | ||||||
| 610 16TH STREET SUITE 410 | OAKLAND | CA | 94612 | PC | LOURDES PILGRIMAGE | $3,600 |
| OUR LADY OF PERPETUAL HELP | ||||||
| 7625 CORTLAND AVE | DALLAS | TX | 75235 | PC | INNOVATING THE SOCIAL STUDIES CURRICULUM GRANT | $10,000 |
| PAW PRINTS IN THE SAND ANIMAL RESCUE | ||||||
| 220 NEWPORT CENTER DR 11-525 | NEWPORT BEACH | CA | 92660 | PC | GENERAL SUPPORT | $1,000 |
| PAWS FOR PURPLE HEARTS | ||||||
| PO BOX 1209 | MERRIFIELD | VA | 22116 | PC | GENERAL SUPPORT | $1,000 |
| RAVEN HILL DISCOVERY CENTER | ||||||
| 4737 FULLER RD | EAST JORDAN | MI | 49727 | PC | GENERAL SUPPORT | $250 |
| RENOWN HEALTH FOUNDATION | ||||||
| 245 E LIBERTY | RENO | NV | 89501 | PC | MUSIC AND MIRACLES | $5,000 |
| RESULTS EDUCATIONAL FUND INC | ||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | PC | DALLAS EVENT - MARTIN WHITE | $2,500 |
| SAINTS FAITH HOPE & CHARITY PARISH | ||||||
| 191 LINDEN STREET | WINNETKA | IL | 60093 | PC | RELIGIOUS EDUCATION PROGRAM | $750 |
| SANTA CLARA OF ASSISI CATHOLIC ACADEMY | ||||||
| 4550 W DAVIS ST | DALLAS | TX | 75211 | PC | LIBRARY GRANT PROPOSAL | $10,000 |
| SCOTTISH RITE HOSPITAL FOR CHILDREN | ||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | PC | GENERAL SUPPORT / RESTORATION PROJECT | $50,000 |
| SOUPMOBILE INC | ||||||
| 2490 COOMBS STREET | DALLAS | TX | 75215 | PC | GENERAL SUPPORT | $500 |
| SPJST FOUNDATION INC | ||||||
| PO BOX 100 | TEMPLE | TX | 76503 | PC | SPJST LODGE 1 RESTORATION PROJECT | $50,000 |
| ST BRIDGET CATHOLIC CHURCH | ||||||
| 4900 NE 50TH STREET | SEATTLE | WA | 98105 | PC | GENERAL SUPPORT | $2,500 |
| ST MARY OF CARMEL CATHOLIC SCHOOL | ||||||
| 1716 SINGLETON BLVD | DALLAS | TX | 75212 | PC | ELA TEXTBOOKS | $18,000 |
| ST MATTHIAS ELEMENTARY SCHOOL | ||||||
| 4910 N CLAREMONT AVE | CHICAGO | IL | 60625 | PC | GENERAL SUPPORT | $1,000 |
| ST MONICA CATHOLIC SCHOOL | ||||||
| 9933 MIDWAY RD | DALLAS | TX | 75220 | PC | GENERAL SUPPORT | $6,500 |
| ST PHILIP & ST AUGUSTINE CATHOLIC ACADEMY | ||||||
| 8151 MILITARY PARKWAY | DALLAS | TX | 75227 | PC | CLASSROOM FLEXIBLE SEATING GRANT | $15,000 |
| ST RITA CATHOLIC COMMUNITY | ||||||
| 12521 INWOOD RD | DALLAS | TX | 75244 | PC | STEWARDSHIP CAMPAIGN | $10,000 |
| ST THOMAS THE APOSTLE SCHOOL | ||||||
| 5467 S WOODLAWN AVENUE | CHICAGO | IL | 60615 | PC | STARRY NIGHT SPONSORSHIP | $1,500 |
| TEXAS HISTORICAL FOUNDATION | ||||||
| PO BOX 50314 | AUSTIN | TX | 78763 | PC | GENERAL SUPPORT | $13,200 |
| THE FLATWATER FOUNDATION | ||||||
| 3575 FAR WEST BLVD SUITE 29810 | AUSTIN | TX | 78731 | PC | GENERAL SUPPORT | $500 |
| THE IRELAND FUND | ||||||
| 5720 LBJ FREEWAY SUITE 455 | DALLAS | TX | 75240 | PC | GENERAL SUPPORT | $10,000 |
| THE LAWRENCE SCHOOL | ||||||
| PO BOX 6126 | LAWRENCEVILLE | NJ | 08648 | PC | ATHLETICS | $10,000 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | GENERAL SUPPORT | $1,500 |
| UC HASTINGS COLLEGE OF THE LAW | ||||||
| 200 MCALLISTER STREET | SAN FRANCISCO | CA | 94102 | PC | MARY KAY KANE ENDOWED PROFESSORSHIP | $10,000 |
| UCLA FOUNDATION | ||||||
| PO BOX 7145 | PASADENA | CA | 91109 | PC | UCLA HEALTH PRESIDENT'S STRATEGIC FUND #62613C | $20,000 |
| UNITED SERVICE ORGANIZATIONS | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PC | GENERAL SUPPORT | $500 |
| UNIVERSITY OF NOTRE DAME | ||||||
| 107 CAROLE SANDNER HALL | NOTRE DAME | IN | 46556 | PC | ACE SERVICE THROUGH TEACHING PROGRAM | $65,000 |
| UNIVERSITY OF NOTRE DAME | ||||||
| 1251 N EDDY ST | SOUTH BEND | IN | 46617 | PC | NOTRE DAME ENDOWMENT / GENERAL SUPPORT | $5,000,000 |
| UNIVERSITY OF ST ANDREWS AMERICAN FOUNDATION | ||||||
| 1201 W PEACHTREE STREET | ATLANTA | GA | 30309 | PC | GENERAL SUPPORT | $10,000 |
| UNR FOUNDATION | ||||||
| MAIL STOP 0162 | RENO | NV | 89557 | PC | GENERAL SUPPORT | $5,000 |
| UPLIFT EDUCATION | ||||||
| 3000 PEGASUS PARK DR BLDG 2 | DALLAS | TX | 75247 | PC | GENERAL SUPPORT | $2,500 |
| URSULINE ACADEMY OF DALLAS FOUNDATION | ||||||
| 4900 WALNUT HILL LANE | DALLAS | TX | 75229 | PC | LIVE AUCTION / GENERAL SUPPORT | $5,000 |
| VILLA ACADEMY | ||||||
| 5001 NE 50TH STREET | SEATTLE | WA | 98105 | PC | GENERAL SUPPORT | $2,500 |
| WATCHTOWER BIBLE AND TRACT SOCIETY | ||||||
| 900 RED MILLS ROAD | WALLKILL | NY | 12589 | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,028,617 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $12,644 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $480,962 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$429,548 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $56,309 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,943 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $144,762 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,116,689 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$215,833 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,756,616 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,540,783 | 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 | MICHAEL C DUDA ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 WOODSIDE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,600 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,800 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LBA REALTY FUND III, INC | $761,769 | $705,927 |
| GSO CAPITAL SOLUTIONS FUND II (C CORP) | $106,589 | $108,274 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CONGRUENT CREDIT OPP FUND III | AT COST | $192,299 | $331,348 |
| CORRUM CAPITAL AVIATION PARTNERS | AT COST | $369,184 | $1,109,656 |
| CRESTLINE SPECIALTY LENDING (CAYMAN C) FUND | AT COST | $230,386 | $251,261 |
| GSO CAPITAL SOLUTIONS FUND II | AT COST | $21,165 | $0 |
| MERIT ENERGY PARTNERS H, LP | AT COST | $612,555 | $552,131 |
| MERIT ENERGY PARTNERS I, LP | AT COST | $416,935 | $416,640 |
| NB-ATHYRIUM OPPORTUNITIES FUND III LP | AT COST | $1,764,273 | $1,704,609 |
| NGP NATURAL RESOURCES XI LP | AT COST | $92,931 | $384,872 |
| OHA EUROPEAN CREDIT FUND | AT COST | $0 | $143,801 |
| SPRINGBOK ENERGY FEEDER FUND | AT COST | $2,391 | $0 |
| STRATEGIC PARTNERS VIII LP | AT COST | $1,126,465 | $1,893,962 |
| CHARLES SCHWAB | AT COST | $14,584,888 | $16,140,415 |
| CORRUM CAPITAL AVIATION PARTNERS I-B | AT COST | $159,397 | $0 |
| ICAPITAL-BTAS VII OFFSHORE ACCESS FUND, LP | AT COST | $332,252 | $390,397 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DISTRIBUTION RECEIVABLE | $27,103 | $27,738 | $27,738 |
| ACCOUNTS RECEIVABLE | $15 | $51,744 | $51,744 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CASH CONTRIBUTIONS FROM PASSTHROUGHS | $119 | $0 | $119 |
| SEC 743(B) NEGATIVE ADJS FROM PASSTHROUGHS | $1,550 | $0 | $0 |
| OTHER DEDUCTIONS FROM PASSTHROUGHS | $176,986 | $106,592 | $0 |
| MANAGEMENT FEES | $63,316 | $63,316 | $0 |
| MEALS & ENTERTAINMENT | $551 | $0 | $0 |
| NONDEDUCTIBLE EXPENSE FROM PASSTHROUGHS | $2,292 | $0 | $0 |
| OTHER NET RENTAL INCOME FROM PASSTHROUGHS | $429,675 | $429,675 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT INCOME FROM PARTNERSHIPS | $67,971 | $31,681 | $67,971 |
| ORDINARY INCOME/LOSS FROM PASSTHROUGH | $53,701 | $25,832 | $53,701 |
| ROYALTY INCOME | $93,578 | $82,828 | $93,578 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCES-OTHER | $12,013 |
| FEDERAL EXCISE TAX REFUND | $10,792 |
| PRIOR PERIOD ADJUSTMENT | $79,354 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN TAVIK INDUSTRIES LLC | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $535 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $16,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,250 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL C DUDA ESTATE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 WOODSIDE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $4,940 | Amt |
| Net Investment Income | $4,616 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |