BYRNE FAMILY FOUNDATION TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BYRNE FAMILY FOUNDATION TRUST (EIN 83-0768784)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349103320
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T13:24:15-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900525804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVILLE DODGEN AND COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET SUITE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 | 830768784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRNE FAMILY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BYRN | BusinessNameControlTxt |
| Phone | 2149229727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL ST STE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER BYRNE KOOPMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2149229727 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEATHER | PersonFirstNm |
| Person Last | BYRNE KOOPMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL PARKER CPA | PreparerPersonNm |
| PTIN | P01239039 | PTIN |
| Phone | 2149229727 | PhoneNum |
| Preparation | 2021-11-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $30,721,607 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $306,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,188 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,080,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,866,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,080,743 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $189,213 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $189,213 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,576,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,576,147 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,421 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,421 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,880 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $97,597 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,597 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,190 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,817 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $391 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $391 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,755 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,755 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $205,234 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,567 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,461,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,461,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,666,234 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,542,567 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,087 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,490,853 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$5 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $12,015,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,738,606 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,738,606 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,610 | AcctRcvblAmt |
| Acct Rcvbl BOY | $729,740 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,610 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,610 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $14,656,474 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,578,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,977,391 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $27,401,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,322,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,721,607 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $15,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $16,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $15 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,015 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,015 | 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 | $27,386,678 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,306,872 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,386,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,306,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,401,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,322,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,386,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,087 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,281 | OtherIncreasesAmt |
| Subtotal | $27,306,872 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,306,872 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY #3286 - SEE ATTACHED | P | $868,961 | $947,281 | -$78,320 | -$78,320 |
| FIDELITY #3286 - SEE ATTACHED | P | $2,823,663 | $1,945,425 | $878,238 | $878,238 |
| FIDELITY #0426 - SEE ATTACHED | P | $118,550 | $103,288 | $15,262 | $15,262 |
| FIDELITY #0425 - SEE ATTACHED | P | $336,637 | $333,667 | $2,970 | $2,970 |
| FIDELITY #0425 - SEE ATTACHED | P | $19,442 | $21,377 | -$1,935 | -$1,935 |
| FIDELITY #0425 - SEE ATTACHED | P | $2,408,863 | $2,348,485 | $60,378 | $60,378 |
| WESTWOOD TRUST SHORT TERM | P | $75,073 | -$75,073 | -$75,073 | |
| WESTWOOD TRUST LONG TERM | P | $462,606 | $462,606 | $462,606 | |
| WESTWOOD #9011 - SEE ATTACHED | P | $51,856 | $69,508 | -$17,652 | -$17,652 |
| WESTWOOD #9011 - SEE ATTACHED | P | $248,531 | $238,827 | $9,704 | $9,704 |
| WESTWOOD #9011 - SEE ATTACHED | P | $1,089,900 | $1,145,117 | -$55,217 | -$55,217 |
| WESTWOOD #9011 - SEE ATTACHED | P | $3,368,244 | $3,557,610 | -$189,366 | -$189,366 |
| CAPITAL GAINS DIVIDENDS | P | $69,148 | $69,148 | $69,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,080,743 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,723 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,723 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | 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 | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $164 | EsPenaltyAmt |
| Overpayment | $9,113 | OverpaymentAmt |
| Applied To ES Tax | $9,113 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAVILLE DODGEN CO | IndividualWithBooksNm |
| Phone | 2149229727 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET STE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| J TIMOTHY BYRNE | ||||||||
| 700 N PEARL ST STE 1100 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MELANIE BYRNE | ||||||||
| 700 N PEARL ST STE 1100 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JORDAN BYRNE BRAINERD | ||||||||
| 700 N PEARL ST STE 1100 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEATHER BYRNE KOOPMAN | ||||||||
| 700 N PEARL ST STE 1100 | DALLAS | TX | 75201 | TRUSTEE | 20.00 | $44,421 | $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 | $21,686,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,776,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,463,511 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,463,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $426,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,036,558 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,401,828 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,401,828 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,723 | TotalTaxAmt |
| Distributable Before Adj | $1,381,105 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,381,105 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,381,105 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,542,567 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,542,567 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,542,567 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,381,105 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $356,101 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,542,567 | QualifyingDistributionsAmt |
| Applied To Year1 | $356,101 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,186,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $194,639 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J TIMOTHY BYRNE | ContributingManagerNm |
| Contributing Manager | MELANIE BYRNE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ASPIRE | |||||||
| 1167 UNION CIRCLE SUITE 202 | DENTON | TX | 76203 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $2,000 | |
| CANINE COMPANIONS | |||||||
| 2965 DUTTON AVENUE PO BOX 446 | SANTA ROSA | CA | 95402 | 501(C)(3) | ANIMALS | $50,000 | |
| CAT MATCHERS | |||||||
| PO BOX 262571 | PLANO | TX | 75026 | 501(C)(3) | ANIMALS | $5,000 | |
| CHILD POVERTY ACTION LAB | |||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | 501(C)(3) | POVERTY | $75,000 | |
| CHILDCARE GROUP | |||||||
| 1420 W MOCKINGBIRD LN SUITE 300 | DALLAS | TX | 75247 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| CHRISTIAN CENTER OF PARK CITY | |||||||
| 1283 DEER VALLEY DRIVE | PARK CITY | UT | 84068 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $10,000 | |
| CITY YEAR DALLAS | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $25,000 | |
| COMMIT | |||||||
| 3800 MAPLE AVENUE SUITE 800 | DALLAS | TX | 75219 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $125,000 | |
| COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH HAVEN LANE AT CENTRAL | DALLAS | TX | 75225 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $100,000 | EXPRESSWAY |
| CYSTINOSIS RESEARCH FOUNDATION | |||||||
| 19200 VON KARMAN AVE SUITE 920 | IRVINE | CA | 92612 | 501(C)(3) | HEALTH | $10,000 | |
| DALLAS AFTERSCHOOL | |||||||
| 3900 WILLOW ST SUITE 110 | DALLAS | TX | 75226 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $25,000 | |
| DALLAS CHILDREN'S ADVOCACY CENTER | |||||||
| 5351 SAMUELL BOULEVARD | DALLAS | TX | 75228 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| DALLAS FOUNDATION | |||||||
| 3963 MAPLE AVE STE 390 | DALLAS | TX | 75219 | 501(C)(3) | FAMILY SERVICES | $25,000 | |
| EDUCATION OPENS DOORS | |||||||
| 2804 SWISS AVENUE | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $25,000 | |
| FOR OAK CLIFF | |||||||
| 4478 S MARSALIS AVE | DALLAS | TX | 75216 | 501(C)(3) | POVERTY | $5,000 | |
| HIGHLAND PARK UNITED METHODIST CHURCH | |||||||
| 3300 MOCKINGBIRD LN | DALLAS | TX | 75205 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $45,000 | |
| HOLY TRINITY GREEK ORTHODOX CHURCH | |||||||
| 279 S 300 W | SALT LAKE CITY | UT | 84101 | 501(C)(3) | FAMILY SERVICES | $1,500 | |
| JEWISH FAMILY SERVICES | |||||||
| 1070 COLLEGE AVE | COLUMBUS | OH | 43209 | 501(C)(3) | FAMILY SERVICES | $1,500 | |
| KIPP DALLAS-FT WORTH | |||||||
| PO BOX 674443 | DALLAS | TX | 752674443 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| LAMPLIGHTER SCHOOL | |||||||
| 11611 INWOOD RD | DALLAS | TX | 75229 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| LEADERSHIP ISD | |||||||
| 1349 EMPIRE CENTRAL DRIVE SUITE 270 | DALLAS | TX | 75247 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $55,000 | |
| LUMIN EDUCATION | |||||||
| 924 WAYNE ST | DALLAS | TX | 75223 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $30,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $1,000 | |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | 501(C)(3) | POVERTY | $55,000 | |
| OPERATION KINDNESS | |||||||
| 3201 EARHART DRIVE | CARROLLTON | TX | 75006 | 501(C)(3) | ANIMALS | $25,000 | |
| PARK CITY COMMUNITY FOUNDATION | |||||||
| 1918 PROSPECTOR AVE | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $22,500 | |
| PARK CITY EDUCATION FOUNDATION | |||||||
| 1821 SIDEWINDER DR 4 | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $40,000 | |
| PARLEY'S PARK ELEMENTARY PTA | |||||||
| 4600 SILVER SPRINGS DRIVE | PARK CITY | UT | 84098 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $1,000 | |
| PEOPLE'S HEALTH CLINIC | |||||||
| 650 ROUND VALLEY DRIVE | PARK CITY | UT | 84068 | 501(C)(3) | HEALTH | $5,000 | |
| PRX INCORPORATED | |||||||
| PO BOX 382234 | CAMBRIDGE | MA | 02238 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $10,000 | |
| SCHOLARSHOT | |||||||
| 2904 SWISS AVENUE | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| SENIOR PET ASSISTANCE NETWORK | |||||||
| PO BOX 821173 | DALLAS | TX | 75382 | 501(C)(3) | ANIMALS | $10,000 | |
| SPAY NEUTER NETWORK | |||||||
| 3117 E SEMINARY DR | FORT WORTH | TX | 76119 | 501(C)(3) | ANIMALS | $25,000 | |
| SPCA OF TX | |||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | 501(C)(3) | ANIMALS | $5,000 | |
| STAND FOR CHILDREN DALLAS | |||||||
| 1800 N LAMAR ST | DALLAS | TX | 75202 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| TEACH FOR AMERICA - DALLAS-FORT WORTH | |||||||
| 600 N PEARL ST STE 2300 | DALLAS | TX | 75201 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $40,000 | |
| TEACH PLUS INCORPORATED | |||||||
| 27-43 WORMWOOD STREET TOWER POINT | BOSTON | MA | 02210 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | SUITE 410 |
| TEXAS 2036 | |||||||
| 3963 MAPLE AVE STE 290 | DALLAS | TX | 752193209 | 501(C)(3) | PUBLIC POLICY | $25,000 | |
| TEXAS COALITION OF ANIMAL PROTECTION (TCAP) | |||||||
| PO BOX 77016 | FORT WORTH | TX | 76177 | 501(C)(3) | ANIMALS | $3,000 | |
| THE BRIDGE | |||||||
| 1818 CORSICANA STREET | DALLAS | TX | 75201 | 501(C)(3) | POVERTY | $5,000 | |
| UNITED TO LEARN | |||||||
| 5310 HARVEST HILL ROAD STE 190 | DALLAS | TX | 75230 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| UNT DALLAS | |||||||
| 7400 UNIVERSITY HILLS BLVD | DALLAS | TX | 75241 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| UPCHIEVE | |||||||
| 150 COURT ST SUITE 2 | BROOKLYN | NY | 11201 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| URBAN TEACHERS DFW | |||||||
| 1800 WASHINGTON BLVD SUITE 411 | BALTIMORE | MD | 21230 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 | |
| URSULINE ACADEMY OF DALLAS FOUNDATION | |||||||
| 4900 WALNUT HILL LN | DALLAS | TX | 75229 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $500 | |
| VNA | |||||||
| 1600 VICEROY DR STE 400 | DALLAS | TX | 75235 | 501(C)(3) | FAMILY SERVICES | $88,000 | |
| WINGS | |||||||
| 2603 INWOOD ROAD | DALLAS | TX | 75235 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| YEAR UP | |||||||
| 701 ELM STREET STE 400 | DALLAS | TX | 75202 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $60,000 | |
| YOUTH SPORTS ALLIANCE (PARK CITY) | |||||||
| 1750 SUNPEAK DR | PARK CITY | UT | 84068 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,461,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $306,188 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $189,213 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,080,743 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $189,213 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,386,934 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,576,147 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,880 | Amt |
| Net Investment Income | $12,880 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WESTWOOD ACCOUNT (#9011) | $16,380,614 | $18,802,181 |
| RGT #3286 | $5,632,653 | $6,449,637 |
| RGT #0425 | $1,813,539 | $1,834,462 |
| RGT #0426 | $594,847 | $702,165 |
| RGT #0427 | $157,018 | $188,946 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,398 | $0 | $3,398 |
| PAYROLL FEES | $3,357 | $0 | $3,357 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WESTWOOD | $184,271 | $184,271 | $0 |
| MISCELLANEOUS | $4,942 | $4,942 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $10,281 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INCOME | Desc |
| BOY Book Value | $15 | BOYBookValueAmt |
| EOY Book Value | $15 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $64,479 | $64,479 | $0 |
| CHARITABLE ADMINISTRATION FEES | $30,000 | $0 | $30,000 |
| MANAGEMENT FEES | $3,118 | $3,118 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $38,373 | $0 | $0 |
| FOREIGN TAXES PAID | $4,817 | $4,817 | $0 |