HAYNES AND BOONE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HAYNES AND BOONE FOUNDATION (EIN 75-2860946)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349106809
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:50:28-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1224 17TH STREET SUITE 800 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | 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 | 752860946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYNES & BOONE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAYN | BusinessNameControlTxt |
| Phone | 2146515755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 VICTORY AVENUE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD M FIJOLEK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2146515755 | 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 | RICHARD | PersonFirstNm |
| Person Last | FIJOLEK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01943677 | PTIN |
| Phone | 3032962323 | 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 | $1,089,513 | 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 | $324,631 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $324,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12 | 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 |
| Other Prof Fees Rev And Expnss | $120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,826 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $258,826 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,697 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $904,787 | CashBOYAmt |
| Cash EOY | $970,592 | CashEOYAmt |
| Cash EOYFMV | $970,592 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $119,029 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,921 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,023,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,089,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,089,513 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,023,816 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,089,513 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,023,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,089,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,023,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,089,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,023,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,697 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,089,513 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,089,513 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRYSTAL PATERSON CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2146515755 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 VICTORY AVENUE STE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY E POWERS | ||||||||
| 2323 VICTORY AVENUE SUITE 700 | DALLAS | TX | 75219 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD M FIJOLEK | ||||||||
| 2323 VICTORY AVENUE SUITE 700 | DALLAS | TX | 75219 | VICE PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| LYNNE LIBERATO | ||||||||
| 2323 VICTORY AVENUE SUITE 700 | DALLAS | TX | 75219 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| STACY L BRAININ | ||||||||
| 2323 VICTORY AVENUE SUITE 700 | DALLAS | TX | 75219 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $908,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $908,121 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $908,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,622 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $894,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,725 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $44,725 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,725 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,725 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,826 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $258,826 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,725 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $232,735 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $163,179 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $147,910 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $147,567 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $346,443 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,037,834 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $258,826 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,725 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $214,101 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,251,935 | 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 | $232,735 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,019,200 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $163,179 | ExcessFromYear4Amt |
| Excess From Year3 | $147,910 | ExcessFromYear3Amt |
| Excess From Year2 | $147,567 | ExcessFromYear2Amt |
| Excess From Year1 | $346,443 | ExcessFromYear1Amt |
| Excess From Current Year | $214,101 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHERRIE CITRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 VICTORY AVE SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2146515755 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION WILL ASK FOR INFORMATION RELATED TO THE LEVEL OF NEED AND DISTRESS, INCLUDING THE EXTENT OF DAMAGE OR SUFFERING EXPERIENCED AS A RESULT OF THE DISASTER; INCOME PRIOR TO AND IMMEDIATELY AFTER THEDISASTER; NUMBER, AGES, AND NEEDS OF DEPENDENTS; AND OTHER SOURCES OF INCOME OR AID AVAILABLE, INCLUDING INSURANCE, BENEFITS, AND CHARITABLE AID. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | CURRENT EMPLOYEES OF HAYNES AND BOONE, LLP AND FAMILY DEPENDENTS OF THE EMPLOYEE ARE ELIGIBLE FOR ASSISTANCE FROM THE FUND. PARTNERS, DIRECTORS, OFFICERS, AND KEY EMPLOYEES, AND THE FAMILY DEPENDENTS AND FAMILY MEMBERS OF SUCH PARTNERS, DIRECTORS, OFFICERS AND KEY EMPLOYEES, ARE NOT ELIGIBLE FOR ASSISTANCE FROM THE FUND. THE SELECTION COMMITTEE WILL THEN REVIEW THE FORMS AND CONSIDER THESE FACTORS, AMONG OTHERS, TO DETERMINE THE LEVEL OF NEED AND/OR DISTRESS OF AN ELIGIBLE INDIVIDUAL TO DETERMINE THE TYPE OF ASSISTANCE AND AMOUNT OF THE AWARD. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | IN HONOR OF MRS. PHYLLIS S. BIANCO | $1,000 | |
| ASIAN AMERICAN LEGAL DEFENSE & EDUCATION | ||||||||
| 99 HUDSON ST 12TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | DEFENDER LEVEL SPONSORSHIP OF ANNUAL LUNAR NEW YEAR GALA | $5,000 | |
| CALVERT HOSPICE | ||||||||
| PO BOX 838 | PRINC FREDERICK | MD | 20678 | NONE | PC | IN MEMORIAM: JOHN BATEMAN | $500 | |
| CHALLENGED ATHLETES | ||||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | NONE | PC | IN HONOR OF MRS. LESLIE HOVEY | $5,000 | |
| CISTERCIAN PREPARATORY SCHOOL | ||||||||
| 3660 CISTERCIAN ROAD | IRVING | TX | 75039 | NONE | PC | IN MEMORY OF DENNIS CASSELL. GENERAL SCHOLARSHIP FUND. | $500 | |
| DBA COMMUNITY SERVICE FUND INC | ||||||||
| 2101 ROSS AVENUE | DALLAS | TX | 75201 | NONE | PC | EQUAL ACCESS TO JUSTICE DONATION | $15,500 | |
| DISASTER RELIEF FUND | ||||||||
| 2323 VICTORY AVE SUITE 700 | DALLAS | TX | 75219 | EMPLOYEE OF SUBSTANTIAL CONTRIBUTOR | I | DISASTER RELIEF | $26,276 | |
| EQUAL JUSTICE WORKS | ||||||||
| 1730 M STREET NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | PC | DONATION | $2,500 | |
| FAMILY GATEWAY | ||||||||
| 711 SOUTH ST PAUL STREET | DALLAS | TX | 75201 | NONE | PC | DONATION | $2,500 | |
| FRIENDS OF THE CEELI INSTITUTE | ||||||||
| 900 16TH ST | WASHINGTON | DC | 20006 | NONE | PC | GENERAL DONATION AND CEELI'S 20TH ANNIVERSARY | $25,000 | |
| FUTURE YOUTH RECORDS | ||||||||
| PO BOX 1866 | MORGAN HILL | CA | 95038 | NONE | PC | DONATION | $1,500 | |
| GENESIS WOMEN'S SHELTER | ||||||||
| 4411 LEMMON AVENUE SUITE 201 | DALLAS | TX | 75219 | NONE | PC | SUPPORT OF LEGAL JUSTICE CENTER AND FAMILY LAW LIBRARY | $10,000 | |
| GOODWILL INDUSTRIES OF DALLAS | ||||||||
| 3020 N WESTMORELAND | DALLAS | TX | 75212 | NONE | PC | DONATION | $10,000 | |
| HOUSTON BAR FOUNDATION | ||||||||
| 1111 BAGBY STREET FLB 200 | HOUSTON | TX | 77002 | NONE | PC | KAY SIM ENDOWMENT DONATION - 2ND PAYMENT | $2,000 | |
| JESUIT COLLEGE PREPARATORY SCHOOL | ||||||||
| 12345 INWOOD RD | DALLAS | TX | 75244 | NONE | PC | IN HONOR OF JOE TILLOTSON | $500 | |
| KLYDE WARREN PARK | ||||||||
| 1909 WOODALL RODGERS FREEWAY SUITE | DALLAS | TX | 75201 | NONE | PC | CHARITABLE DONATION | $5,000 | 703 |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | DONATION | $2,500 | |
| LITERACY ACHIEVES | ||||||||
| 4144 N CENTRAL EXP STE 702 | DALLAS | TX | 75204 | NONE | PC | CHARITABLE DONATION | $5,000 | |
| MCKINNEY EDUCATION FOUNDATION | ||||||||
| 510 HEARD STREET | MCKINNEY | TX | 75069 | NONE | PC | RICHARD MCGOWAN SCHOLARSHIP | $500 | |
| NATIONAL PORTRAIT GALLERY | ||||||||
| 750 NINTH STREET NW SUITE 410 | WASHINGTON | DC | 20001 | NONE | PC | DONATIONS | $20,000 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | IN MEMORY OF KRISTIN RYLKO | $250 | |
| PEOPLE FOR PEOPLE COMMUNITY DEVELOPMENT | ||||||||
| 800 N BROAD STREET | PHILADELPHIA | PA | 19130 | NONE | PC | CHARITABLE DONATION | $5,000 | |
| QUALITY-OF-LIFE FOUNDATION | ||||||||
| DALLAS REGIONAL CHAMBER 500 N AKARD | DALLAS | TX | 75201 | NONE | PC | ADVOCATE LEVEL SPONSORSHIP OF WOMEN'S GENESIS SHELTER OUTREACH ON LANCASTER PROJECT | $2,500 | ST STE 2600 |
| SALVATION ARMY | ||||||||
| 8787 N STEMMONS FWY | DALLAS | TX | 75247 | NONE | PC | DONATION ONLY | $25,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 28105 | NONE | PC | IN HONOR OF JOSEPH VILARDO'S RETIREMENT | $5,000 | |
| SUSAN G KOMEN | ||||||||
| 5005 LBJ FREEWAY SUITE 526 | DALLAS | TX | 75244 | NONE | PC | IN MEMORY OF ANNA DELANEY | $1,000 | |
| TEXAS A&M FOUNDATION | ||||||||
| TAMU 4123 TEXAS AM UNIVERSITY | COLLEGE STATION | TX | 778434123 | NONE | PC | MCFERRIN CENTER FOR ENTREPRENEURSHIP | $5,000 | |
| TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN | ||||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | NONE | PC | IN MEMORY OF BILL WILSHUSEN'S MOTHER NANCY CARROLL WILSHUSEN | $500 | |
| THE DALLAS OPERA | ||||||||
| 2403 FLORA STREET 500 | DALLAS | TX | 75201 | NONE | PC | CAPITAL COMMITMENT YEAR 1 OF 3 | $5,000 | |
| THE SENIOR SOURCE | ||||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | PC | DONATION | $5,000 | |
| THE STEWPOT ALLIANCE | ||||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | NONE | PC | STEWPOT SOUP'S ON DONATION AND CHARITABLE DONATION SOUP'S ON | $7,500 | |
| THE UCLA FOUNDATION | ||||||||
| PO BOX 7145 | PASADENA | CA | 911099903 | NONE | PC | DONATION | $11,300 | |
| THE UNIVERSITY OF TEXAS FOUNDATION INC | ||||||||
| PO BOX 250 | AUSTIN | TX | 787670250 | NONE | PC | UT MD ANDERSON CANCER CENTER. DONATION ON BEHALF OF THE JOHN RAYMOND FAMILY. | $5,000 | |
| UNITED TO LEARN | ||||||||
| 5310 HARVEST HILL ROAD SUITE 190 | DALLAS | TX | 75230 | NONE | PC | DONATION FOR COMMUNITY CAMPUS DAY | $5,000 | |
| UNITED WAY OF METROPOLITAN DALLAS | ||||||||
| 1800 NORTH LAMAR STREET | DALLAS | TX | 75202 | NONE | PC | CORPORATE GIFT | $15,000 | |
| WORLD AFFAIRS COUNCIL OF DALLAS FORT WORTH | ||||||||
| 325 NORTH ST PAUL STREET SUITE 4200 | DALLAS | TX | 75201 | N/A | PC | CENTENNIAL CAMPAIGN INSTALLMENT #3 OF 5 | $10,000 | |
| YMCA | ||||||||
| 601 N AKARD ST | DALLAS | TX | 75201 | NONE | PC | ANNUAL PLEDGE (DONATION ONLY) | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $258,826 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOUSTON BAR FOUNDATION | |||||||
| 1111 BAGBY STREET FLB 200 | HOUSTON | TX | 77002 | NONE | PC | KAY SIM ENDOWMENT DONATION - 3RD PAYMENT | $2,000 |
| THE DALLAS OPERA | |||||||
| 2403 FLORA STREET 500 | DALLAS | TX | 75201 | NONE | PC | CAPITAL COMMITMENT YEAR 2 OF 3 | $5,000 |
| WORLD AFFAIRS COUNCIL OF DALLAS FORT WORTH | |||||||
| 325 NORTH ST PAUL STREET SUITE 4200 | DALLAS | TX | 75201 | N/A | PC | DONATION - CENTENNIAL CAMPAIGN INSTALLMENT #4 OF 5 | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $17,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYNES AND BOONE LLP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2323 VICTORY AVE SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | CategoryTxt |
| Amt | $120 | Amt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |