ANNE C AND JOSEPH A SLICKER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANNE C AND JOSEPH A SLICKER FOUNDATION (EIN 20-1785937)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-07
- IRS object ID
- 202102509349100300
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-07T06:50:20-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752074778 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIER REEVES & LAWLEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3424 TEXAS BOULEVARD | AddressLine1Txt |
| City | TEXARKANA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201785937 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE C & JOSEPH A | BusinessNameLine1Txt |
| Business Name Line2 | SLICKER FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 2143571100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4222 MELISSA LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE SLICKER MULCAHY | PersonNm |
| Person Title | VP/SECRETARY | PersonTitleTxt |
| Signature | 2021-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOANNE SLICKER | PersonFirstNm |
| Person Last | MULCAHY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BELINDA BAKER | PreparerPersonNm |
| PTIN | P00004621 | PTIN |
| Phone | 9037935695 | PhoneNum |
| Preparation | 2021-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $5,867,118 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $419 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $419 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $128,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$48,505 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $861,876 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $227 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $227 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $80,918 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,423 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $26,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,600 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,310 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,540 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,715 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,829 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,886 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,569 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,983 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,631 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $2,583 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,550 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,033 | OccupancyDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $144,217 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $335,217 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $247,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$254,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,951 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,537 | CashBOYAmt |
| Cash EOY | $4,161 | CashEOYAmt |
| Cash EOYFMV | $4,163 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $138,902 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,190 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $29,911 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $30,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $30,001 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,245,596 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,086,861 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,671,887 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $117,378 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $71,201 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $71,877 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,536,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,281,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,867,118 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,530 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $918 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,530 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $918 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,534,794 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,280,495 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,534,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,280,495 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,536,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,281,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,534,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$254,299 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,280,495 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,280,495 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $808,824 | GrossSalesPriceAmt |
| Cost Or Other Basis | $910,381 | CostOrOtherBasisAmt |
| Gain Or Loss | -$101,557 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$101,557 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$48,505 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $625 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $625 | SubtotalAmt |
| Tax Based On Investment Income | $625 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,920 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,295 | OverpaymentAmt |
| Applied To ES Tax | $1,295 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143571100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4222 MELISSA LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| JOHN K SLICKER | ||||||||
| PO BOX 1210 | AGOURA HILLS | CA | 91376 | PRESIDENT/TR | 4.00 | $26,000 | $0 | $0 |
| JOANNE SLICKER MULCAHY | ||||||||
| 4222 MELISSA LANE | DALLAS | TX | 75229 | VP/SECRETARY | 4.00 | $26,000 | $0 | $0 |
| MARGARET MULCAHY | ||||||||
| 4222 MELISSA LANE | DALLAS | TX | 75229 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,237,061 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,728 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,365,789 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,365,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,285,302 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $264,265 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $264,265 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $625 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $625 | TotalTaxAmt |
| Distributable Before Adj | $263,640 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $263,640 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $263,640 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $247,790 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $247,790 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $247,790 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $263,640 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,364 | UndistributedIncomePYAmt |
| Qualifying Distributions | $247,790 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,364 | AppliedToYear1Amt |
| Applied To Current Year | $241,426 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $22,214 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ANANDA LOS ANGELES | |||||||||
| 2405 6TH AVE | LOS ANGELES | CA | 90018 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $3,000 | ||
| ANGELS IN TRAINING INC | |||||||||
| 26500 W AGOURA RD SUITE 1 | CALABASAS | CA | 91302 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | ||
| APPLE FARM COMMUNITY | |||||||||
| 12291 HOFFMAN ROAD | THREE RIVERS | MI | 49093 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | ||
| CENTER FOR ECOZOIC STUDIES | |||||||||
| 2516 WINNINGHAM RD | CHAPEL HILL | NC | 27516 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $2,500 | ||
| DALLAS FOUNDATION AWARE FUND | |||||||||
| 3963 MAPLE AVE SUITE 390 | DALLAS | TX | 75219 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,200 | ||
| DALLAS SYMPHONY ORCHESTRA | |||||||||
| 2301 FLORA ST | DALLAS | TX | 75201 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSE | $1,500 | ||
| EPISCOPAL SCHOOL OF DALLAS | |||||||||
| 4100 MERRELL RD | DALLAS | TX | 75229 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $27,500 | ||
| EPWORTH CHURCH ASSOCIATION | |||||||||
| 1161 NORTH LAKESHORE DR | LUDINGTON | MI | 49431 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | ||
| FOUR PAWS INTERNATIONAL | |||||||||
| 14 BROMFIELD ST | BOSTON | MA | 02108 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | STE 410 | |
| LOVERS LANE UNITED METHODIST | |||||||||
| 9200 INWOOD RD | DALLAS | TX | 75220 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $10,000 | CHURCH FOUNDATION | |
| MUSEUM OF AFRICAN AMERICAN HISTORY | |||||||||
| 1400 CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $500 | ||
| NATURAL WAKEFULNESS CENTER | |||||||||
| 41 UNION SQUARE WEST | NEW YORK | NY | 10003 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $10,000 | STE 835 | |
| PLANNED PARENTHOOD | |||||||||
| 7424 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSE | $10,000 | STE 206 | |
| PRESTON HOLLOW PRESBYTERIAN CHURCH | |||||||||
| 9800 PRESTON RD | DALLAS | TX | 75230 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSE | $3,000 | ||
| REALISTIC LIVING | |||||||||
| 3578 N STATE HIGHWAY 78 | BONHAM | TX | 75418 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $2,500 | ||
| ROOM TO READ | |||||||||
| 465 CALIFORNIA ST | SAN FRANCISCO | CA | 94104 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | STE 1000 | |
| ROTARY FOUNDATION | |||||||||
| ONE ROTARY CENTER | EVANSTON | IL | 60201 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $55,000 | 1560 SHERMAN AVE | |
| SELF ENQUIRY LIFE FELLOWSHIP | |||||||||
| P O BOX 30627 | SANTA BARBARA | CA | 93130 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | ||
| SLICKER ENTERPRISE FOUNDATION | |||||||||
| 501 SILVERSIDE RD | WILMINGTON | DE | 19809 | N/A | PF | FURTHERANCE OF EXEMPT PURPOSES | $10,000 | STE 123 | |
| SOUTHWESTERN MEDICAL FOUNDATION | |||||||||
| 3889 MAPLE AVENUE | DALLAS | TX | 75219 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $10,000 | STE 100 | |
| ST MICHAEL ALL ANGELS EPISCOPAL CH | |||||||||
| 8011 DOUGLAS AVE | DALLAS | TX | 75225 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $3,800 | ||
| SYNCHRONICITY FOUNDATION | |||||||||
| P O BOX 694 | NELLYSFORD | VA | 22958 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | ||
| TEXAS HEALTH RESOURCES FOUNDATION | |||||||||
| 612 E LAMAR BLVD STE 300 | ARLINGTON | TX | 76011 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | ||
| THE SILENCE FOUNDATION | |||||||||
| 4200 NW 51ST ST | OKLAHOMA CITY | OK | 73112 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,500 | ||
| TIBETAN CENTER COMPASSION & WISDOM | |||||||||
| 160 CORTE MADERA AVENUE | MILL VALLEY | CA | 94911 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $10,000 | ||
| WEST POINT ASSOCIATION OF GRADUATES | |||||||||
| 698 MILLS RD | WEST POINT | NY | 10996 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | HERBERT ALUMNI CENTER | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $419 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,777 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$48,505 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,918 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,918 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRIER, REEVES & LAWLEY P.C. | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $2,310 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,540 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $71,201 | EOYBookValueAmt |
| EOYFMV | $71,877 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $5,086,861 | EOYBookValueAmt |
| EOYFMV | $5,671,887 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $30,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $30,001 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERLMAN & PERLMAN | CategoryTxt |
| Legal Fees | $2,500 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST | Desc |
| Revenue And Expenses Per Books | $227 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $227 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES | Desc |
| BOY Book Value | $1,530 | BOYBookValueAmt |
| EOY Book Value | $918 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANCORPSOUTH | $2,277 | $1,366 | $911 |
| NORTHERN TRUST | $42,438 | $25,463 | $16,975 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $3,036 | $3,036 | |
| PAYROLL TAXES | $6,579 | $3,947 | $2,631 |
| TAX ON INVESTMENT INCOME | $2,954 |