M B AND EDNA ZALE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- M B AND EDNA ZALE FOUNDATION (EIN 75-6037429)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-04
- IRS object ID
- 202142779349100534
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-04T18:50:31-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752409112 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUSELTON MORGAN & MAULTSBY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12221 MERIT DRIVE SUITE 1800 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | 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 | 756037429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MB AND EDNA ZALE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MBAN | BusinessNameControlTxt |
| Phone | 2148550627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 DALLAS PARKWAY SUITE 109 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75287 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD R KRASNOW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2148550627 | PhoneNum |
| Signature | 2021-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEONARD | PersonFirstNm |
| Person Last | KRASNOW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PEARL BALSARA | PreparerPersonNm |
| PTIN | P01238984 | PTIN |
| Phone | 9724041010 | PhoneNum |
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 | $36,280,858 | 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 | $106,119 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $538,591 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $538,591 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,176,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,936,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,176,429 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,012 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,012 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,822,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,716,032 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $190,120 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $47,530 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $142,590 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $62,339 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $31,169 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,170 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $84,580 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $26,442 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $58,138 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,140 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,140 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $43,522 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,922 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,982 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,328 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $664 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $20,016 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,008 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,008 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,749 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,349 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,400 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,847 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,574 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,273 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $468,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160,798 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $285,701 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,172,599 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,301,308 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,641,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160,798 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,587,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $180,771 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,555,234 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,395,986 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,757,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,757,275 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,151 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,204 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,204 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $25,424,540 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,112,247 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,112,247 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,563,304 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,734,666 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,734,666 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $334,299 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $592,464 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $592,464 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $49,138 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,997 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,407 | LandBOYAmt |
| Land EOY | $3,141 | LandEOYAmt |
| Land EOYFMV | $3,141 | LandEOYFMVAmt |
| Other Assets BOY | $167,210 | OtherAssetsBOYAmt |
| Other Assets EOY | $78,861 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $78,861 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,891,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,280,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,280,858 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,925 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $576 | AccountsPayableEOYAmt |
| Grants Payable BOY | $606,029 | GrantsPayableBOYAmt |
| Grants Payable EOY | $477,320 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $609,954 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $477,896 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $34,281,943 | CapitalStockBOYAmt |
| Capital Stock EOY | $35,802,962 | 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 | $34,281,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,802,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,891,897 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,280,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,281,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $180,771 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,344,234 | OtherIncreasesAmt |
| Subtotal | $35,806,948 | SubtotalAmt |
| Other Decreases | $3,986 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,802,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PARTNERSHIP FLOW-THROUGH ST | P | $526 | $526 | $526 | |||
| PARTNERSHIP FLOW-THROUGH LT | P | $39,579 | $39,579 | $39,579 | |||
| PIMCO TOTAL RETURN INSTL | $10,292 | $370 | $370 | 2020-01-01 | $9,922 | ||
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | $44,329 | $2,351 | $2,351 | 2019-12-20 | $41,978 | 2020-11-04 | |
| VANGUARD TOTAL STOCK MARKET ETF: VTI | $4,355,301 | $564,280 | $564,280 | 2020-01-01 | $3,791,021 | 2019-11-22 | |
| ALLIANZGI SMALL-CAP VALUE INSTL | $1,311,041 | -$1,185,732 | -$1,185,732 | 2020-01-01 | $2,496,773 | 2020-11-04 | |
| COHEN & STEERS REALTY SHARES | $174,013 | $16,553 | $16,553 | 2020-01-01 | $157,460 | 2020-11-04 | |
| ISHARES MSCI EMRGING MARKETS ETF | $774,684 | $115,130 | $115,130 | 2020-01-01 | $659,554 | 2020-11-04 | |
| ISRAEL 2.4XXX MATURED | $250,000 | $0 | $0 | 2015-05-12 | $250,000 | 2020-06-01 | |
| ISRAEL 2.42XXX MATURED | $250,000 | $0 | $0 | 2017-05-30 | $250,000 | 2020-06-01 | |
| LAM RESEARCH CORP | $25,435 | $14,306 | $14,306 | 2018-10-17 | $11,129 | 2020-09-01 | |
| PIMCO TOTAL RETURN INSTL | $1,766,066 | $63,427 | $63,427 | 2005-08-25 | $1,702,639 | 2020-11-05 | |
| SPDR DOW JONES INTER REAL ESTATE ETF | $248,118 | -$147,689 | -$147,689 | 2020-01-01 | $395,807 | 2020-11-04 | |
| T ROWE PRICE REAL ESTATE | $437,951 | $10,280 | $10,280 | 2020-01-01 | $427,671 | 2020-11-04 | |
| VANGUARD FTSE EMERGING MARKET ETF | $499,466 | $19,822 | $19,822 | 2020-01-01 | $479,644 | 2020-11-04 | |
| VANGUARD PRIMECAP ADM | $1,040,662 | $594,442 | $594,442 | 2003-12-22 | $446,220 | 2020-11-04 | |
| VANGUARD SHORT-TERM BOND INDEX | $2,001,844 | $79,751 | $79,751 | 2020-01-01 | $1,922,093 | 2020-11-10 | |
| VANGUARD SHRT INF PROT SEC INDEX ETF | $1,024,129 | $24,114 | $24,114 | 2020-01-01 | $1,000,015 | 2020-11-04 | |
| VANGUARD SMALL CAP VALUEETF IV | $1,866,575 | -$132,762 | -$132,762 | 2020-01-01 | $1,999,337 | 2020-11-06 | |
| VANGUARD TOTAL INTL STK INDEX ADMIRAL VTIAX | $450,000 | -$62,509 | -$62,509 | 2020-01-01 | $512,509 | 2020-05-14 | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL VTIAX | $3,386,354 | $179,576 | $179,576 | 2020-01-01 | $3,206,778 | 2020-11-04 | |
| AMERICAN FD BALANCED | $426 | $426 | $426 | 2020-01-01 | 2020-12-31 | ||
| COHEN & STEERS REALTY SH | $97 | $97 | $97 | 2020-01-01 | 2020-12-31 | ||
| DODGE & COX BALANCED FD | $3,108 | $3,108 | $3,108 | 2020-01-01 | 2020-12-31 | ||
| T. ROWE PRICE BALANCED | $692 | $692 | $692 | 2020-01-01 | 2020-12-31 | ||
| SCHWAB US TRSY MONEY INV | $6 | $6 | $6 | 2020-01-01 | 2020-12-31 | ||
| VANGUARD BALANCED INDEX | $21,768 | $21,768 | $21,768 | 2020-01-01 | 2020-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - AMERICAN FUNDS AMERICAN | $139,677 | $139,677 | $139,677 | 2020-01-01 | 2020-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - COHEN & STEERS REALTY SH | $4,017 | $4,017 | $4,017 | 2020-01-01 | 2020-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - DODGE & COX BALANCED | $193,745 | $193,745 | $193,745 | 2020-01-01 | 2020-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - AMERICAN FUNDS NEW PERSP | $132,016 | $132,016 | $132,016 | 2020-01-01 | 2020-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - T. ROWE PRICE BALANCED | $160,215 | $160,215 | $160,215 | 2020-01-01 | 2020-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - T. ROWE PRICE REAL ESTAT | $1,192 | $1,192 | $1,192 | 2020-01-01 | 2020-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - VANGUARD BALANCED INDEX | $23,608 | $23,608 | $23,608 | 2020-01-01 | 2020-12-31 | ||
| CAPITAL GAIN DISTRIBUTION - VANGUARD PRIMECAP ADM | $300,047 | $300,047 | $300,047 | 2020-01-01 | 2020-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,176,429 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,618 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,618 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,618 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,520 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,902 | OverpaymentAmt |
| Applied To ES Tax | $13,902 | 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 | HTTP://ZALEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LEONARD R KRASNOW PRESIDENT | IndividualWithBooksNm |
| Phone | 2148550627 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 DALLAS PARKWAY SUITE 109 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75287 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| LEONARD R KRASNOW | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | PRESIDENT | 40.00 | $190,120 | $47,530 | $4,037 |
| ELIZABETH ASEN | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHERYL FIELDS BOGEN | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JENNIFER COX | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GLORIA LANDSBERG | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR EMERITUS | 0.00 | $0 | $0 | $0 |
| JEFFREY LANDSBERG | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JULISSE LEVY | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MELISSA SELTZER | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARAH SORKIN | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RUTH SUZMAN | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CLAUDIA ZALE | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DONALD ZALE | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR EMERITUS | 0.00 | $0 | $0 | $0 |
| DANA ZALE GERARD | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | IMMEDIATE PAST CHAIRMAN | 0.00 | $0 | $0 | $0 |
| DAVID ZALE | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KAREN SELTZER | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | CHAIRMAN OF THE BOARD | 0.00 | $0 | $0 | $0 |
| GEORGE TOBOLOWSKY | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| MARGIE PLOUGH | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | VICE CHAIRMAN OF THE BOARD | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA A CHURCHMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 DALLAS PARKWAY SUITE 109 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752877307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATIVE ASSIS | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $62,339 | CompensationAmt |
| Employee Benefits | $15,585 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $30,663,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,112,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $78,163 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,853,370 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,853,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $492,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,360,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,618,028 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,618,028 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,618 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,618 | TotalTaxAmt |
| Distributable Before Adj | $1,596,410 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,596,410 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,596,410 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,587,009 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,587,009 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,587,009 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,596,410 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,190 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,024 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,433 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $79,851 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $134,208 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $433,706 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,587,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,587,009 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,401 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,401 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $424,305 | 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 | $60,789 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $363,516 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,024 | ExcessFromYear4Amt |
| Excess From Year3 | $83,433 | ExcessFromYear3Amt |
| Excess From Year2 | $79,851 | ExcessFromYear2Amt |
| Excess From Year1 | $134,208 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEONARD R KRASNOW PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 DALLAS PARKWAY SUITE 109 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75287 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2148550627 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION SHOULD BE IN THE FORM OF A LETTER. GRANT GUIDELINES ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT DECISIONS USUALLY MADE TWICE A YEAR.DEADLINES FOR SUBMISSION ARE NOTED ON FOUNDATION'S WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON AWARDS; HOWEVER, PREFERENCE IS GIVEN TO DALLAS, TX; NEW YORK, NY; AND PALM BEACH COUNTY, FL. FOR SPECIFICS, PLEASE REFER TO GRANT GUIDELINES ON THE FOUNDATION'S WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A CHILD'S PLACE OF CHARLOTTE INC | ||||||||
| 601 EAST FIFTH STREET SUITE 230 | CHARLOTTE | NC | 28202 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,600 | |
| ALI FORNEY CENTER | ||||||||
| 224 WEST 35TH STREET SUITE 1500 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $250 | |
| ALL STARS PROJECT INC | ||||||||
| 543 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $11,750 | |
| AMERICAS VETDOGS THE VETERANS K9 CORPS | ||||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11878 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $500 | |
| ARIZONA HUMANE SOCIETY | ||||||||
| 1521 WEST DOBBINS ROAD | PHOENIX | AZ | 85041 | NONE | PUBLIC CHARITY | CIVIC | $100 | |
| AUTISM SCIENCE FOUNDATION | ||||||||
| 3 CONTINENTAL ROAD | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $500 | |
| BIBLICAL ARTS CENTER | ||||||||
| 7500 PARK LANE | DALLAS | TX | 75225 | NONE | PUBLIC CHARITY | ARTS / CULTURAL | $51,000 | |
| BOCA HELPING HANDS INC | ||||||||
| 1500 NORTHWEST FIRST COURT | BOCA RATON | FL | 33432 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $35,000 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH STREET MS 122 | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | EDUCATIONAL/HUNGER RELIEF | $15,000 | |
| CROS MINISTRIES | ||||||||
| 3677 23RD AVENUE S B-101 | LAKE WORTH | FL | 33461 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $5,000 | |
| CAROLINA ABORTION FUND | ||||||||
| P O BOX 51534 | DURHAM | NC | 27717 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $100 | |
| CAT ADOPTION TEAM | ||||||||
| 14175 SW GALBREATH DRIVE | SHERWOOD | OR | 97140 | NONE | PUBLIC CHARITY | CIVIC | $200 | |
| CHALLAH FOR HUNGER | ||||||||
| 1900 MARKET STREET 8TH FLOOR | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $40,000 | |
| CHILD CARE INC | ||||||||
| 1000 LAMAR STREET SUITE 432 | WICHITA FALLS | TX | 76301 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 | |
| CHILDREN AT RISK INC | ||||||||
| 2900 LIVE OAK STREET | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $10,000 | |
| CITYMEALS-ON-WHEELS | ||||||||
| P O BOX 5560 CHURCH STREET STATION | NEW YORK | NY | 10087 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $2,500 | |
| CLASSICAL THEATRE OF HARLEM INC | ||||||||
| C/O WEWORK EIGHT W 126TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | ARTS / CULTURAL | $1,000 | |
| CODY'S FRESH START CHARITY WORKS INC | ||||||||
| 6138 REED WAY | ARVADA | CO | 80003 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $11,000 | |
| COMMUNITY CHEST OF PORT WASHINGTON | ||||||||
| 382 MAIN STREET SUITE 105 | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $500 | |
| COMMUNITY COUNCIL OF GREATER DALLAS | ||||||||
| 1341 WEST MOCKINGBIRD LANE SUITE | DALLAS | TX | 75247 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $500 | 1000W |
| CROSSROADS COMMUNITY SERVICES | ||||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $2,500 | |
| DALLAS FURNITURE BANK | ||||||||
| PO BOX 815788 | DALLAS | TX | 75381 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $51,500 | |
| DALLAS HOLOCAUST MUSEUM | ||||||||
| 300 N HOUSTON | DALLAS | TX | 75202 | NONE | PUBLIC CHARITY | EDUCATIONAL | $41,000 | |
| DALLAS SPARK | ||||||||
| 1409 S LAMAR STREET SUITE 004 | DALLAS | TX | 75215 | NONE | PUBLIC CHARITY | EDUCATIONAL | $27,000 | |
| DEBORAH'S PLACE | ||||||||
| 2822 W JACKSON BOULEVARD | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $500 | |
| DEZZYS SECOND CHANCE ANIMAL RESCUE INC | ||||||||
| 11545 OLD OCEAN BLVD C | OCEAN RIDGE | FL | 33435 | NONE | PUBLIC CHARITY | CIVIC | $3,200 | |
| DOROT INC | ||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $20,000 | |
| EMORY UNIVERSITY | ||||||||
| 1762 CLIFTON ROAD SUITE 1400 MS | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,500 | 0970-001-8AA |
| FAMILY COMPASS | ||||||||
| 4210 JUNIUS STREET | DALLAS | TX | 75246 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $15,200 | |
| FEEDING WESTCHESTER INC | ||||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $9,000 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | ||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | RELIGIOUS | $50,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $12,000 | |
| FOUNDERS PLEDGE INC | ||||||||
| 379 WEST BROADWAY SUITE 536 | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | CIVIC | $2,500 | |
| GIVE DIRECT INC | ||||||||
| PO BOX 3221 CHURCH STREET STATION | NEW YORK | NY | 10008 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $500 | |
| GRANT HALLIBURTON FOUNDATION INC | ||||||||
| 6390 LBJ FREEWAY SUITE 100 | DALLAS | TX | 75240 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $2,500 | |
| GREENHILL SCHOOL | ||||||||
| 4141 SPRING VALLEY ROAD | ADDISON | TX | 75001 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,500 | |
| HADASSAH | ||||||||
| 120 MURRAY AVENUE | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $1,000 | |
| HARLEM EDUCATIONAL ACTIVITIES FUND INC | ||||||||
| 2090 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | EDUCATIONAL | $52,500 | |
| HEBREW UNION COLLEGE - JIR | ||||||||
| ONE W FOURTH STREET BROOKDALE | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | RELIGIOUS | $7,500 | CENTER |
| HIGHLAND PARK ISD EDUCATION FOUNDATION | ||||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75205 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| HOPE & HEALTH PROJECT INC | ||||||||
| P O BOX 273966 | TAMPA | FL | 33688 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $10,200 | |
| HUMANE SOCIETY OF TAMPA BAY | ||||||||
| 3607 N ARMENIA AVE | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | CIVIC | $100 | |
| INTERFAITH NUTRITION NETWORK | ||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $17,500 | |
| ISLAND HARVEST | ||||||||
| 15 GRUMMAN ROAD WEST SUITE 1450 | BETHPAGE | NY | 11714 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $21,500 | |
| JAFCO CHILDRENS ABILITY CENTER | ||||||||
| 5100 N NOB HILL ROAD | SUNRISE | FL | 33351 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $13,500 | |
| JCC OF MID WESTCHESTER | ||||||||
| 999 WILMOT ROAD | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,000 | |
| JEWISH COMMUNITY CENTERS OF CHICAGO | ||||||||
| 30 SOUTH WELLS SUITE 4000 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| JEWISH COUNCIL FOR YOUTH SERVICES | ||||||||
| 150 N MICHIGAN AVENUE SUITE 640 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| JEWISH FAMILY SERVICE - DALLAS | ||||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | NONE | PUBLIC CHARITY | SOCIAL SERVICE/HUNGER RELIEF | $131,700 | |
| JEWISH FAMILY SERVICE - HOUSTON | ||||||||
| 4131 SOUTH BRAESWOOD BOULEVARD | HOUSTON | TX | 77025 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $60,000 | |
| JOIN | ||||||||
| P O BOX 16490 | PORTLAND | OR | 97292 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $6,000 | |
| LEGACY SENIOR COMMUNITIES | ||||||||
| 6101 OHIO DRIVE SUITE 100 | PLANO | TX | 75024 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $20,000 | |
| LITERACY INSTRUCTION FOR TEXAS | ||||||||
| 1610 SOUTH MALCOLM X BOULEVARD | DALLAS | TX | 75226 | NONE | PUBLIC CHARITY | EDUCATIONAL | $15,000 | SUITE 320 |
| MAROON AND WHITE INC | ||||||||
| P O BOX 124 | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| METHODIST HOSPITAL FOUNDATION | ||||||||
| P O BOX 4384 | HOUSTON | TX | 77210 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $600 | |
| METRO DALLAS HOMELESS ALLIANCE | ||||||||
| 2816 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 | |
| MOISHE HOUSE | ||||||||
| 5802 MONROE ROAD | CHARLOTTE | NC | 28212 | NONE | PUBLIC CHARITY | RELIGIOUS | $11,800 | |
| MOREHOUSE COLLEGE | ||||||||
| 830 WESTVIEW DRIVE SW | ATLANTA | GA | 30314 | NONE | PUBLIC CHARITY | EDUCATIONAL | $25,000 | |
| MY POSSIBILITIES | ||||||||
| 3601 MAPLESHADE LANE | PLANO | TX | 75075 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $15,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET NORTHWEST SUITE 550 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CIVIC | $1,000 | |
| NEIGHBORHOOD HOUSE | ||||||||
| 7780 SOUTHWEST CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $7,500 | |
| NEW ALTERNATIVES FOR LGBT HOMELESS YOUTH | ||||||||
| 410 WEST 40TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $250 | |
| NORTH TEXAS FOOD BANK | ||||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $17,750 | |
| NORTHWELL HEALTH FOUNDATION | ||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $5,000 | |
| PEF ISRAEL ENDOWMENT FUND | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $7,500 | |
| PARKER JEWISH INSTITUTE | ||||||||
| 271-11 76TH AVENUE | NEW HYDE PARK | NY | 11040 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $15,900 | |
| PEDIPLACE | ||||||||
| 502 SOUTH OLD ORCHARD LANE SUITE | LEWISVILLE | TX | 75067 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $6,000 | 126 |
| PHILANTHROPY SOUTHWEST | ||||||||
| 1910 PACIFIC AVENUE SUITE 13500 | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| PIEDMONT CASA | ||||||||
| 818 E HIGH STREET | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| PLANNED PARENTHOOD GULF COAST INC | ||||||||
| 4600 GULF FREEWAY STE 100 | HOUSTON | TX | 77023 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $1,000 | |
| PLANNED PARENTHOOD OF GREATER NEW YORK | ||||||||
| 26 BLEEKER STREET | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $36,500 | |
| PLANNED PARENTHOOD OF GREATER TEXAS INC | ||||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $26,500 | |
| PLANNED PARENTHOOD OF METRO WASHINGTON DC | ||||||||
| 1225 4TH STREET NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $500 | |
| RALES JEWISH FAMILY SERVICES | ||||||||
| 21300 RUTH BARON COLEMAN BOULEVARD | BOCA RATON | FL | 33428 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $10,000 | |
| REACH EDUCATION INC | ||||||||
| 300 M STREET SE SUITE 803 | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | EDUCATIONAL | $100 | |
| RESOURCE CENTER OF DALLAS INC | ||||||||
| 5750 CEDAR SPRINGS ROAD | DALLAS | TX | 75235 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $10,000 | |
| ROOM TO READ | ||||||||
| 465 CALIFORNIA STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| SCHOOL IN THE SQUARE PCS | ||||||||
| 120 WADSWORTH AVENUE | NEW YORK | NY | 10033 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 | |
| SEARCH HOMELESS SERVICES | ||||||||
| 2015 CONGRESS AVENUE | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $1,500 | |
| SENIOR CITIZENS OF GREATER DALLAS | ||||||||
| 3910 HARRY HINES BOULEVARD | DALLAS | TX | 75219 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 | |
| SISTERS OF THE ROAD | ||||||||
| 133 NORTHWEST SIXTH AVENUE | PORTLAND | OR | 97209 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $12,500 | |
| ST JOHN'S BREAD & LIFE PROGRAM | ||||||||
| 795 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $7,500 | |
| STANLEY M ISAAC NEIGHBORHOOD CENTER | ||||||||
| 415 E 93RD STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | EDUCATIONAL/SOCIAL SERVICE | $1,250 | |
| STORE TO DOOR | ||||||||
| 7730 SW 31ST AVENUE | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $10,000 | |
| SWEET DREAM MAKERS INC | ||||||||
| 55 NORTHEAST FIFTH AVENUE SUIT 400 | BOCA RATON | FL | 33432 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $11,000 | |
| TEMPLE EMANU-EL | ||||||||
| 8500 HILLCREST ROAD | DALLAS | TX | 75225 | NONE | PUBLIC CHARITY | RELIGIOUS | $5,500 | |
| TEXAS A & M FOUNDATION | ||||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PUBLIC CHARITY | EDUCATIONAL | $30,000 | |
| TEXAS HILLEL FOUNDATION | ||||||||
| 2105 SAN ANTONIO STREET | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | RELIGIOUS | $31,800 | |
| TEXAS RAMP PROJECT | ||||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $10,000 | |
| THE CENTRAL CONFERENCE OF AMERICAN RABBIS | ||||||||
| 355 LEXINGTON AVENUE EIGHTH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | RELIGIOUS | $5,000 | |
| THE DIGDEEP RIGHT TO WATER PROJECT | ||||||||
| PO BOX 26779 | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| THE FAMILY PLACE | ||||||||
| P O BOX 7999 | DALLAS | TX | 75209 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 | |
| THE HILLEL AT TEXAS A&M | ||||||||
| 800 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PUBLIC CHARITY | RELIGIOUS | $12,500 | |
| THE WRITER'S GARRET | ||||||||
| 1250 MAJESTY DRIVE | DALLAS | TX | 75247 | NONE | PUBLIC CHARITY | EDUCATIONAL | $12,500 | |
| THE PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CIVIC | $500 | |
| TULANE UNIVERSITY | ||||||||
| P O BOX 61075 | NEW ORLEANS | LA | 70161 | NONE | PUBLIC CHARITY | EDUCATIONAL | $104,833 | |
| UNIVERSITY OF HOUSTON LAW FOUNDATION | ||||||||
| 4604 CALHOUN ROAD | HOUSTON | TX | 77204 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| UNIVERSITY OF TEXAS AT DALLAS | ||||||||
| 800 CAMPBELL ROAD JO 31 | RICHARDSON | TX | 75080 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| VANDERBILT HILLEL INC | ||||||||
| 2421 VANDERBILT PLACE | NASHVILLE | TN | 37212 | NONE | PUBLIC CHARITY | RELIGIOUS | $2,500 | |
| VOGEL ALCOVE | ||||||||
| P O BOX 150948 | DALLAS | TX | 75315 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $8,725 | |
| VOLUNTEER SERVICES COUNCIL - DENTON STATE SCHOOL | ||||||||
| P O BOX 368 | DENTON | TX | 76202 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $6,000 | |
| WESTCHESTER COMMUNITY COLLEGE FOUNDATION | ||||||||
| HARTFORD HALL 75 GRASSLANDS ROAD | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 | |
| WICHITA FALLS AREA FOOD BANK | ||||||||
| P O BOX 623 | WICHITA FALLS | TX | 76307 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $5,000 | |
| WILKINSON CENTER | ||||||||
| P O BOX 720248 | DALLAS | TX | 75372 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 | |
| WOMENS STORYBOOK PROJECT OF TEXAS | ||||||||
| 5524 BEE CAVES ROAD BUILDING M | AUSTIN | TX | 78746 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 | SUITE 131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,301,308 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADJUSTMENT TO NET PRESENT VALUE | |||||||
| N/A | NA | TX | 75240 | NONE | PUBLIC CHARITY | N/A | -$180 |
| CHALLAH FOR HUNGER | |||||||
| 1900 MARKET STREET 8TH FLOOR | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $40,000 |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 300 N HOUSTON | DALLAS | TX | 75202 | NONE | PUBLIC CHARITY | EDUCATIONAL | $100,000 |
| JEWISH FAMILY SERVICE - DALLAS | |||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | NONE | PUBLIC CHARITY | SOCIAL SERVICE/HUNGER RELIEF | $42,500 |
| JEWISH FAMILY SERVICE - HOUSTON | |||||||
| 4131 SOUTH BRAESWOOD BOULEVARD | HOUSTON | TX | 77025 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100,000 |
| LEGACY SENIOR COMMUNITIES | |||||||
| 6101 OHIO DRIVE SUITE 100 | PLANO | TX | 75024 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $80,000 |
| MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE | |||||||
| P O BOX 15071 | NEW ORLEANS | LA | 70175 | NONE | PUBLIC CHARITY | RELIGIOUS | $50,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 7780 SOUTHWEST CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $7,500 |
| RALES JEWISH FAMILY SERVICES | |||||||
| 21300 RUTH BARON COLEMAN BOULEVARD | BOCA RATON | FL | 33428 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $10,000 |
| SISTERS OF THE ROAD | |||||||
| 133 NORTHWEST SIXTH AVENUE | PORTLAND | OR | 97209 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $7,500 |
| TEXAS HILLEL FOUNDATION | |||||||
| 2105 SAN ANTONIO STREET | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | RELIGIOUS | $15,000 |
| TULANE UNIVERSITY | |||||||
| P O BOX 61075 | NEW ORLEANS | LA | 70161 | NONE | PUBLIC CHARITY | EDUCATIONAL | $20,000 |
| WICHITA FALLS AREA FOOD BANK | |||||||
| P O BOX 623 | WICHITA FALLS | TX | 76307 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $477,320 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $538,591 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,012 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,176,429 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,716,032 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,716,032 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ADAM TOBOLOWSKY | |||||||
| 1 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $5,000 | Yes (X) | |
| DANA QUIN GERARD | |||||||
| 2 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $500 | Yes (X) | |
| JULIE DAVID FIELDS | |||||||
| 3 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $14,615 | Yes (X) | |
| JULIE GEORGE TOBOLOWSKY | |||||||
| 4 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $10,000 | Yes (X) | |
| KAREN STEVEN SELTZER | |||||||
| 5 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $26,004 | Yes (X) | |
| KATHRYN T KEITH KOSHKIN | |||||||
| 6 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $10,000 | Yes (X) | |
| RUTH ANDREW SUZMAN | |||||||
| 7 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $40,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 5 | ContributorNum |
| Noncash Property | 75 SHARES OF LAM RESEARCH CORP | NoncashPropertyDesc |
| Fair Market Value | $26,004 | FairMarketValueAmt |
| Received | 2020-08-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $24,280 | Amt |
| Net Investment Income | $12,140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,140 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 2014 NISSAN | 2014-12-02 | $33,000 | $33,000 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE TABLE & CHAIRS | 1998-09-11 | $3,411 | $3,411 | SL | 7.000000000000 | $0 | $0 |
| HP LASER JET PRO 300 PRINTER | 2013-08-14 | $565 | $565 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE PHONE | 2010-12-17 | $568 | $568 | SL | 5.000000000000 | $0 | $0 |
| DELL OPTIPLEX (BAC) | 2016-08-16 | $1,225 | $817 | SL | 5.000000000000 | $245 | $0 |
| EPSON PROJECTOR | 2011-10-12 | $535 | $535 | SL | 5.000000000000 | $0 | $0 |
| MICROSOFT SURFACE PRO | 2016-12-15 | $3,047 | $1,827 | SL | 5.000000000000 | $609 | $0 |
| WORKSTATION, BOOKCASE | 2018-12-07 | $1,284 | $183 | SL | 7.000000000000 | $183 | $0 |
| REFRIGERATOR | 2018-12-07 | $791 | $113 | SL | 7.000000000000 | $113 | $0 |
| WORKSTATION, FILES | 2008-12-01 | $3,648 | $3,648 | SL | 7.000000000000 | $0 | $0 |
| DELL VOSTRO LAPTOP COMPUTER | 2020-02-10 | $1,064 | SL | 7.000000000000 | $180 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISRAEL 3%21 | $250,527 | $250,527 |
| ISRAEL 3.4%21 | $250,596 | $250,596 |
| ISRAEL 3.78%23 | $250,657 | $250,657 |
| VANGUARD SHORT TERM BOND | $1,732,667 | $1,732,667 |
| ISRAEL 1.4%22 | $250,219 | $250,219 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD VALUE ETF | $1,177,704 | $1,177,704 |
| AMERICAN FD BALANCED FD | $5,253,291 | $5,253,291 |
| AMERICAN FD CAP WORLD | $1,150,973 | $1,150,973 |
| AMERICAN FD NEW | $3,293,868 | $3,293,868 |
| DODGE & COX BALANCED FD | $5,087,609 | $5,087,609 |
| T ROWE PRICE BALACNED FD | $5,258,137 | $5,258,137 |
| VANGUARD PRIMECAP FUND | $3,452,959 | $3,452,959 |
| VANGUARD BALANCED INDEX | $5,437,706 | $5,437,706 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MPM BIO VENTURES | FMV | $545,635 | $545,635 |
| FSPA 2020 | FMV | $46,829 | $46,829 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 2014 NISSAN | $33,000 | $33,000 | $0 | $0 |
| CONFERENCE TABLE & CHAIRS | $3,411 | $3,411 | $0 | $0 |
| HP LASER JET PRO 300 PRINTER | $565 | $565 | $0 | $0 |
| CONFERENCE PHONE | $568 | $568 | $0 | $0 |
| DELL OPTIPLEX (BAC) | $1,225 | $1,062 | $163 | $163 |
| EPSON PROJECTOR | $535 | $535 | $0 | $0 |
| MICROSOFT SURFACE PRO | $3,047 | $2,436 | $611 | $611 |
| WORKSTATION, BOOKCASE | $1,284 | $366 | $918 | $918 |
| REFRIGERATOR | $791 | $226 | $565 | $565 |
| WORKSTATION, FILES | $3,648 | $3,648 | $0 | $0 |
| DELL VOSTRO LAPTOP COMPUTER | $1,064 | $180 | $884 | $884 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED RECEIVABLES (AT COST) | $95,341 | $4,838 | $4,838 |
| MASS MUTUTAL LIFE INSURANCE - CASH SURRENDER VALUE | $67,847 | $69,329 | $69,329 |
| EXCISE TAX RECEIVABLE | $4,022 | $2,902 | $2,902 |
| OTHER RECEIVABLES | $0 | $1,792 | $1,792 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE - FIVE STATES PRODUCTION ACQUISITION FUND 2020, LLC | Desc |
| Amt | $3,986 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTO | $274 | $137 | $137 |
| INSURANCE | $11,089 | $5,544 | $5,545 |
| MEMBERSHIP & SUBSCRIPTION | $2,410 | $1,205 | $1,205 |
| OFFICE EXPENSE | $13,432 | $6,716 | $6,716 |
| TELEPHONE | $3,266 | $1,633 | $1,633 |
| BANK CHARGES | $75 | $38 | $37 |
| PARTNERSHIP EXPENSES | $5,301 | $5,301 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $1,012 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,012 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,012 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAIN ON INVESTMENTS - BROKERAGE ACCOUNTS | $1,100,752 |
| INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE | $1,482 |
| BOOK/TAX DIFFERENCE - MPM BIOVENTURES 2014, LP | $242,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| SHERYL F GORDON BOGEN | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| KAREN AND STEVEN SELTZER | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| JULIE AND GEORGE TOBOLOWSKY | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| GLORIA JERRY LANDSBERG | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| JULIE AND DAVID FIELDS | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| BETTY ZALE | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| BARBARA AND DONALD ZALE | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| RUTH AND ANDREW SUZMAN | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| AMY AND WADE ROSENBERG | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| BARBARA BARAS FIELDS IRA | |||
| 200 WEST STREET | NEW YORK | NY | 10282 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $16,232 | $5,250 | $10,982 |
| EXCISE TAX | $21,618 | $0 | $0 |
| FOREIGN TAX | $5,672 | $5,672 | $0 |