HIRSCH FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCH FAMILY FOUNDATION (EIN 20-1225862)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-05
- IRS object ID
- 202143099349100914
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-05T10:51:22-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 DALLAS PARKWAY SUITE 300 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75093 | 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 | 201225862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRSCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIRS | BusinessNameControlTxt |
| Phone | 2142455000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CRESCENT COURT SUITE 550 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SUSSMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2142455000 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | SUSSMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN ADAMS | PreparerPersonNm |
| PTIN | P00746628 | PTIN |
| Phone | 9727480300 | 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 | $47,956,293 | 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 | $20,374 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,374 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $444,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $444,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $399,144 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $399,144 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $539,829 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $539,829 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,404,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,404,117 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $138,546 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $138,546 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $278,311 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $278,311 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8,854 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8,854 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,903 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $74,903 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,116 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,116 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $248,207 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $248,207 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $749,937 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $749,937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,520,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,520,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,270,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $749,937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,520,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,866,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $654,180 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,613,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,269,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,269,363 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,859,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,338,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,686,093 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,220 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,383 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,954 | LandBOYAmt |
| Land EOY | $837 | LandEOYAmt |
| Land EOYFMV | $837 | LandEOYFMVAmt |
| Total Assets BOY | $31,475,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,608,950 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,956,293 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $31,475,270 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,608,950 | 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 | $31,475,270 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,608,950 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,475,270 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,608,950 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,475,270 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,866,320 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,608,950 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,608,950 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY 3586 | 2020-01-01 | 2020-12-31 | $1,198 | $1,198 | |
| FIDELITY 3586 | 2020-01-01 | 2020-12-31 | -$112,183 | -$112,183 | |
| FIDELITY 4515 | 2020-01-01 | 2020-12-31 | $153,505 | $153,505 | |
| HP CANDY | 2020-01-01 | 2020-12-31 | -$72 | -$72 | P |
| HP CARRY | 2020-01-01 | 2020-12-31 | -$13,243 | -$13,243 | P |
| HP CARRY | 2020-01-01 | 2020-12-31 | -$13 | -$13 | P |
| HP FIBERS | 2020-01-01 | 2020-12-31 | $620 | $620 | P |
| HP KERNEL | 2020-01-01 | 2020-12-31 | $171,861 | $171,861 | P |
| HP WELLNESS | 2020-01-01 | 2020-12-31 | -$17 | -$17 | P |
| MHC MUTUAL | 2020-01-01 | 2020-12-31 | $144,043 | $144,043 | P |
| MHC MUTUAL | 2020-01-01 | 2020-12-31 | -$190,701 | -$190,701 | P |
| BREACH INLET | 2020-01-01 | 2020-12-31 | $137,066 | $137,066 | P |
| BREACH INLET | 2020-01-01 | 2020-12-31 | $107,108 | $107,108 | P |
| CHAMBER ENERGY | 2020-01-01 | 2020-12-31 | -$28 | -$28 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $399,144 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $282,307 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,093 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,093 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,980 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,552 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $1,062 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,594 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,501 | OverpaymentAmt |
| Applied To ES Tax | $11,501 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | ROBERT SUSSMAN | IndividualWithBooksNm |
| Phone | 2142455000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CRESCENT COURT SUITE 550 | 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 | Yes (1) | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| LAURENCE HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SUSAN HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DARIA LEE HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| BRADFORD HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARGARET HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| ROBERT SUSSMAN | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHLANDER PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CRESCENT COURT SUITE 550 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT AND MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $274,719 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $42,654,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,441,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $837 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,097,026 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,097,026 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $691,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,405,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,270,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,270,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,093 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $21,312 | IncomeTaxAmt |
| Total Tax | $30,405 | TotalTaxAmt |
| Distributable Before Adj | $2,239,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,239,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,239,874 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,520,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,520,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,520,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,239,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,040,191 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,962,667 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,341,129 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,413,439 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,945,866 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,703,292 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,520,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,239,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,280,626 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,983,918 | 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 | $2,040,191 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,943,727 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,962,667 | ExcessFromYear4Amt |
| Excess From Year3 | $4,341,129 | ExcessFromYear3Amt |
| Excess From Year2 | $2,413,439 | ExcessFromYear2Amt |
| Excess From Year1 | $1,945,866 | ExcessFromYear1Amt |
| Excess From Current Year | $2,280,626 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURENCE HIRSCH | ContributingManagerNm |
| Contributing Manager | SUSAN HIRSCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BACHMAN LAKE TOGETHER | |||||||
| 9507 OVERLAKE DR | DALLAS | TX | 75220 | NONE | PC | GENERAL OPERATING EXPENSES | $40,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PURTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PC | 2020 HOLIDAY CONTRIBUTION | $5,000 |
| CENTER FOR EUROPEAN POLICY ANALYSIS | |||||||
| 1225 19TH STREET NW SUITE 450 | WASHINGTON | DC | 20036 | NONE | PC | 1ST SEMI ANNUAL PAYMENT 2020 | $325,000 |
| CENTER FOR EUROPEAN POLICY ANALYSIS | |||||||
| 1225 19TH STREET NW SUITE 450 | WASHINGTON | DC | 20036 | NONE | PC | 2ND SEMI ANNUAL PAYMENT 2020 | $325,000 |
| CHILD POVERTY ACTION LAB | |||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 |
| COMMIT | |||||||
| 3936 MAPLE AVENUE SUITE 290 | DALLAS | TX | 75219 | NONE | PC | ONE TIME GIFT - DATA & ANALYTICS SUPPORT | $125,000 |
| COMMUNITY ACCESS TO THE ARTS | |||||||
| 420 STOCKBRIDGE RD SUITE 2 | GREAT BARRINGTON | MA | 01230 | NONE | PC | 2ND INSTALLMENT OF 2-YEAR PLEDGE | $50,000 |
| CRYSTAL CHARITY BALL | |||||||
| 30 1/2 HIGHLAND PARK VILLAGE | DALLAS | TX | 75205 | NONE | PC | 2020 GIFT | $25,000 |
| DALLAS CASA | |||||||
| 2757 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | CHAMPION OF CHILDREN DINNER | $10,000 |
| DALLAS CHILDRENS ADVOCACY CENTER | |||||||
| 5351 SAMUELL BLVD | DALLAS | TX | 75228 | NONE | PC | ART FOR ADVOCACY EVENT | $15,000 |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 211 N RECORD ST STE 100 | DALLAS | TX | 75202 | NONE | PC | HOPE FOR HUMANITY EVENT | $5,500 |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 211 N RECORD ST STE 100 | DALLAS | TX | 75202 | NONE | PC | 4TH INSTALLMENT OF BUILDING A FOUNDATION OF HOPE | $200,000 |
| DALLAS SUMMER MUSICALS | |||||||
| 901 1ST AVE | DALLAS | TX | 75210 | NONE | PC | ANNUAL CONTRIBUTION | $25,000 |
| DC CENTRAL KITCHEN | |||||||
| 425 2ND ST NW | WASHINGTON | DC | 20001 | NONE | PC | 2020 CONTRIBUTION | $35,000 |
| DUKE UNIVERSITY - FUQUA SCHOLARSHIP | |||||||
| 100 FUQUA DRIVE BOX 90120 | DURHAM | NC | 277080120 | NONE | PC | 4TH INSTALLMENT OF 5-YEAR PLEDGE | $30,000 |
| EDUCATIONAL FIRST STEPS | |||||||
| 2815 GASTON AVENUE | DALLAS | TX | 75226 | NONE | PC | 15TH ANNIVERSERY EVENT | $10,000 |
| EDUCATIONAL FIRST STEPS | |||||||
| 2815 GASTON AVENUE | DALLAS | TX | 75226 | NONE | PC | EFS VIRTUAL EVENT | $5,000 |
| FAMILY GATEWAY | |||||||
| 3000 SAN JACINTO | DALLAS | TX | 752045743 | NONE | PC | 1ST INSTALLMENT OF TWO-YEAR PLEDGE | $75,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | 2020 HOLIDAY CONTRIBUTION | $5,000 |
| GREEN CITY FORCE | |||||||
| 630 FLUSHING AVE 8TH FLOOR | BROOKLYN | NY | 11206 | NONE | PC | 2020 CONTRIBUTION | $25,000 |
| INTERNATIONAL RESCUE COMMITTEE DALLAS | |||||||
| 6500 GREENVILLE AVE STE 500 | DALLAS | TX | 75206 | NONE | PC | 2020 DONATION | $50,000 |
| JEWISH FEDERATION OF GREATER DALLAS | |||||||
| 7800 NORTHAVEN RD | DALLAS | TX | 75230 | NONE | PC | GENERAL OPERATING SUPPORT | $105,000 |
| JONATHAN'S PLACE | |||||||
| 6065 DUCK CREEK DR | GARLAND | TX | 75043 | NONE | PC | 2020 CONTRIBUTION | $10,000 |
| LIFT | |||||||
| 1610 S MALCOLM X BLVD SUITE 320 | DALLAS | TX | 75226 | NONE | PC | 2020 DONATION | $300,000 |
| LITERACY ACHIEVES | |||||||
| 629 N PEAK ST | DALLAS | TX | 75246 | NONE | PC | 2020 WINGS OF SPRING BENEFIT | $15,000 |
| NATIONAL WOMEN'S LAW CENTER | |||||||
| 2055 L ST NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PC | 2020 ANNUAL EVENT | $25,000 |
| NEW PROFIT | |||||||
| 200 CLARENDON STREET 44TH FLOOR | BOSTON | MA | 02116 | NONE | PC | 2020 COLLEGE ACCESS & LEARNING LAB | $15,000 |
| NEW YORK UNIVERSITY | |||||||
| 70 WASHINGTON SQ S | NEW YORK | NY | 10012 | NONE | PC | 2020 CONTRIBUTION | $50,000 |
| NOLS | |||||||
| 2210 SOUTH PEABODY STREET | PORT ANGELES | WA | 98362 | NONE | PC | 3RD INSTALLMENT OF FIVE-YEAR PLEDGE | $100,000 |
| NORTH TEXAS FOOD BANK | |||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PC | GENERAL OPERATIONS 5TH INSTALLMENT OF 5-YEAR PLEDGE | $50,000 |
| NORTH TEXAS FOOD BANK | |||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PC | 3RD INSTALLMENT OF 5-YEAR PLDEGE | $25,000 |
| PARKLAND FOUNDATION | |||||||
| 1341 W MOCKINGBIRD LN STE 1100E | DALLAS | TX | 75247 | NONE | PC | 2ND INSTALLMENT OF 5-YEAR PLEDGE (PCHICOS) | $200,000 |
| PARKLAND FOUNDATION | |||||||
| 1341 W MOCKINGBIRD LN STE 1000E | DALLAS | TX | 75247 | NONE | PC | AN EVENING FOR HEROS EVENT | $100,000 |
| PLANNED PARENTHOOD OF GREATER DALLAS | |||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | PC | 2020 ANNUAL SUPPORT | $10,000 |
| PLANNED PARENTHOOD OF GREATER DALLAS | |||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | PC | 2021 DALLAS AWARDS LUNCHEON | $10,000 |
| PRESBYTERIAN COMMUNITIES & SERVICES FDTN | |||||||
| 12467 MERIT DR | DALLAS | TX | 75251 | NONE | PC | 2ND INSTALLMENT OF TWO-YEAR PLEDGE | $50,000 |
| ROMANIAN CHILDRENS RELIEF | |||||||
| 2005 CHADDS FORD DR | RESTON | VA | 20191 | NONE | PC | GENERAL OPERATING EXPENSES | $100,000 |
| SANTA FE OPERA | |||||||
| 301 OPERA DR | SANTE FE | NM | 87506 | NONE | PC | 2020 CONTRIBUTION | $10,000 |
| ST MARK'S SCHOOL OF TEXAS | |||||||
| 10600 PRESTON RD | DALLAS | TX | 752304047 | NONE | PC | 4TH INSTALLMENT OF FIVE-YEAR PLEDGE - WINN SCIENCE CENTER | $200,000 |
| ST PHILIP'S COMMUNITY CENTER | |||||||
| 1600 PENNSYLVANIA AVE | DALLAS | TX | 75215 | NONE | PC | 3RD INSTALLMENT OF 3-YEAR PLEDGE | $50,000 |
| SUMMER SEARCH | |||||||
| 101 HOWARD | SAN FRANCISCO | CA | 94105 | NONE | PC | 3RD INSTALLMENT OF 5-YEAR PLEDGE | $60,000 |
| TEACH FOR AMERICA | |||||||
| 600 N PEARL ST SUITE 2300 | DALLAS | TX | 75201 | NONE | PC | 3RD INSTALLMENT OF 5-YEAR PLEDGE | $200,000 |
| TEMPLE EMANU-EL | |||||||
| 8500 HILLCREST ROAD | DALLAS | TX | 75225 | NONE | PC | 2020 ANNUAL FUND GIFT | $10,000 |
| THE DALLAS FOUNDATION | |||||||
| 3963 MAPLE AVE STE 390 | DALLAS | TX | 75219 | NONE | PC | EARLY MATTERS FUND | $100,000 |
| THE KENNEDY CENTER | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PC | MARK TWAIN PRIZE/GENERAL FUNDING | $110,000 |
| THE SENIOR SOURCE | |||||||
| 3910 HARRY HINES BOULEVARD | DALLAS | TX | 75219 | NONE | PC | 2020 SPIRIT OF GENERATIONS CONTRIBUTION | $25,000 |
| UNITED TO LEARN | |||||||
| 5310 HARVEST HILL RD STE 190 | DALLAS | TX | 75230 | NONE | PC | 3RD INSTALLMENT OF 3-YEAR PLEDGE | $10,000 |
| UNITED TO LEARN | |||||||
| 5310 HARVEST HILL RD STE 190 | DALLAS | TX | 75230 | NONE | PC | ONE-TIME CONTRIBUTION FOR GENERAL OPERATIONS | $20,000 |
| VOGEL ALCOVE | |||||||
| 1738 GANO ST | DALLAS | TX | 75215 | NONE | PC | ARTS PERFORMANCE EVENT | $35,000 |
| MOMENTOUS INSTITUTE | |||||||
| 9705 HARRY HINES BOULEVARD | DALLAS | TX | 75220 | NONE | PC | 2020 CONTRIBUTION | $150,000 |
| CHORDOMA FOUNDATION | |||||||
| PO BOX 2127 | DURHAM | NC | 27702 | NONE | PC | 2020 CONTRIBUTION | $50,000 |
| UNITED WAY FOUNDATION OF METROPOLITAN DALLAS | |||||||
| 1800 N LAMAR ST | DALLAS | TX | 75202 | NONE | PC | 2020 CONTRIBUTION | $10,000 |
| PARKS FOR DOWNTOWN DALLAS | |||||||
| 901 MAIN STREET STE 690 | DALLAS | TX | 75202 | NONE | PC | 2020 CONTRIBUTION | $25,000 |
| URBAN TEACHERS | |||||||
| 1825 MARKET CENTER BLVD 320 | DALLAS | TX | 75207 | NONE | PC | 2020 CONTRIBUTION | $50,000 |
| ACHIEVE | |||||||
| 8800 AMBASSADOR ROW | DALLAS | TX | 75247 | NONE | PC | 2020 CONTRIBUTION | $10,000 |
| ALLEN COMMUNITY OUTREACH | |||||||
| 801 E MAIN STREET | ALLEN | TX | 75002 | NONE | PC | 2020 CONTRIBUTION | $10,000 |
| GEORGIA O'KEEFFE MUSEUM | |||||||
| 217 JOHNSON STREET | SANTE FE | NM | 87501 | NONE | PC | 2020 CONTRIBUTION | $200,000 |
| THE NEW YORK OPPORTUNITY NETWORK | |||||||
| 85 BROAD ST 6 | NEW YORK | NY | 10004 | NONE | PC | 2020 CONTRIBUTION | $25,000 |
| SUMMER SEARCH | |||||||
| 304 12TH STREET SUITE 4A | OAKLAND | CA | 94607 | NONE | PC | 2020 CONTRIBUTION | $25,000 |
| JUST COMMUNITY | |||||||
| 701 TILLERY ST STE A-8 | AUSTIN | TX | 78702 | NONE | PC | JUST LAUNCH LOAN | $25,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1300 SUMMIT AVE SUITE 350 | FORT WORTH | TX | 76102 | NONE | PC | 2020 CONTRIBUTION | $50,000 |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LN | PLANO | TX | 75075 | NONE | PC | NTFB STOP HUNGER BUILD HOPE CAPITAL CAMP. | $105,000 |
| I AM GOLFER | |||||||
| 1800 SOUTHERLAND AVE | DALLAS | TX | 75203 | NONE | PC | 2020 CONTRIBUTION | $5,000 |
| EDUCATION OPEN DOORS | |||||||
| 2804 SWISS AVE | DALLAS | TX | 75204 | NONE | PC | 2020 CONTRIBUTION | $25,000 |
| TRINITY PARK CONSERVANCY | |||||||
| 1444 OAKLAWN AVE 200 | DALLAS | TX | 75207 | NONE | PC | 2020 CONTRIBUTION | $200,000 |
| DURHAM CHILDRENS INITIATIVE | |||||||
| 2101 ANGIER AVE 2ND FLOOR | DURHAM | NC | 27703 | NONE | PC | 1ST INSTALLMENT OF A 3 YEAR PLEDGE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,520,500 | 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 | $20,374 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $444,770 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $539,829 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $399,144 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,404,117 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,404,117 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $24,338,750 | EOYBookValueAmt |
| EOYFMV | $44,686,093 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HP CARRY OTHER | $2,035 | $2,035 | $0 | $0 |
| HP BIAMP OTHER | $32,033 | $32,033 | $0 | $0 |
| HP CANDY OTHER | $3,775 | $3,775 | $0 | $0 |
| HP CHEMICALS OTHER | $11,444 | $11,444 | $0 | $0 |
| HP FIBERS OTHER | $1,735 | $1,735 | $0 | $0 |
| HP SNACKS OTHER | $199 | $199 | $0 | $0 |
| HP KERNEL OTHER | $7,129 | $7,129 | $0 | $0 |
| HP LINENS OTHER | $191 | $191 | $0 | $0 |
| HP WELLNESS OTHER | $1,209 | $1,209 | $0 | $0 |
| CHAMBERS ENERGY II DEPLETION | $23,158 | $23,158 | $0 | $0 |
| BREACH INLET OTHER | $49,926 | $49,926 | $0 | $0 |
| CHAMBERS ENERGY II OTHER | $30,254 | $30,254 | $0 | $0 |
| MHC MUTUAL OTHER | $43,530 | $43,530 | $0 | $0 |
| MEALS AND ENTERTAINMENT | $558 | $558 | $0 | $0 |
| OFFICE | $5,032 | $5,032 | $0 | $0 |
| PAYROLL PROCESSING | $4,950 | $4,950 | $0 | $0 |
| TRAVEL | $2,985 | $2,985 | $0 | $0 |
| ADVISOR FEES | $27,566 | $27,566 | $0 | $0 |
| BANK FEES | $3 | $3 | $0 | $0 |
| CONFERENCES & SEMNARS | $495 | $495 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FIDELITY 2657 ROYALTY | $6,888 | $6,888 | $0 |
| HP BIAMP ORDINARY | $69,297 | $69,297 | $0 |
| HP CANDY ORDINARY | $165,006 | $165,006 | $0 |
| HP CHEMICALS ORDINARY | -$17,896 | -$17,896 | $0 |
| HP FIBERS ORDINARY | -$77,958 | -$77,958 | $0 |
| HP KERNEL ORDINARY | $5,370 | $5,370 | $0 |
| HP LINENS ORDINARY | $14,602 | $14,602 | $0 |
| HP WELLNESS ORDINARY | $38,928 | $38,928 | $0 |
| BREACH INLET OTHER | $856 | $856 | $0 |
| CHAMBERS ENERGY II ORDINARY | $15,680 | $15,680 | $0 |
| PORTFOLIO FEE | $79,340 | $79,340 | $0 |
| CHAMBERS ENERGY II ROYALTY | $41 | $41 | $0 |
| HP CARRY ORDINARY | $31,632 | $31,632 | $0 |
| HP CARRY OTHER | $9,056 | $9,056 | $0 |
| HP KERNEL OTHER | $48,363 | $48,363 | $0 |
| HP SNACKS ORDINARY | -$11,314 | -$11,314 | $0 |
| YOST OTHER INCOME | $161,938 | $161,938 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEE | $274,719 | $274,719 | $0 | $0 |
| PROFESSIONAL FEE | $3,592 | $3,592 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN | $1,169 | $1,169 | $0 | $0 |
| HP BIAMP FOREIGN | $178 | $178 | $0 | $0 |
| BREACH INLET FOREIGN | $290 | $290 | $0 | $0 |
| PAYROLL | $10,266 | $10,266 | $0 | $0 |
| FEDERAL INCOME | $63,000 | $63,000 | $0 | $0 |