EMBREY FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EMBREY FAMILY FOUNDATION (EIN 20-0215399)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349107069
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T15:29:53-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752689864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABLON AND COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12001 N CENTRAL EXPY STE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75243 | 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 | 200215399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMBREY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMBR | BusinessNameControlTxt |
| Phone | 2142063577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5930 ROYAL LANE STE E PMB498 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MAGERS | PersonNm |
| Person Title | SECY/TREAS/DIR | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | MAGERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MAGERS | PreparerPersonNm |
| PTIN | P00552895 | PTIN |
| Phone | 2143611400 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,647,244 | 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 |
| Dividends Rev And Expnss | $144,953 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,953 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,240 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,317,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,240 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $233,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $233,193 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $442,584 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $221,292 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $388,158 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $281,021 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $56,504 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $28,252 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $15,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,393 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $169 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,954 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,385 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $831 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $355,013 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $133,051 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $87,701 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,301,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $634,097 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,253,426 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,253,426 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,555,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,887,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,322,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,973 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $404,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $673,729 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $673,729 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,517 | AcctRcvblAmt |
| Acct Rcvbl BOY | $41,939 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,517 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,517 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $10,098,726 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,481,390 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,149,640 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $112,883 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $105,521 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,370 | LandBOYAmt |
| Land EOY | $7,362 | LandEOYAmt |
| Land EOYFMV | $7,362 | LandEOYFMVAmt |
| Other Assets BOY | $1,363,082 | OtherAssetsBOYAmt |
| Other Assets EOY | $813,996 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $813,996 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,917,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,978,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,647,244 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $23,003 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $26,215 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,003 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,215 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,894,216 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,952,779 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,894,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,952,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,917,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,978,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,894,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,322,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $383,152 | OtherIncreasesAmt |
| Subtotal | $9,955,144 | SubtotalAmt |
| Other Decreases | $2,365 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,952,779 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALES OF INVESTMENT SECURITIES | P | $1,149,885 | $951,053 | $198,832 | $198,832 |
| DISSOLUTION OF FILM INVESTMENT LLCS | P | $42,013 | -$42,013 | -$42,013 | |
| WORTHLESS STOCK | P | $37,500 | -$37,500 | -$37,500 | |
| CAPITAL LOSS, PASSTHRU ENTITY | P | $33,614 | -$33,614 | -$33,614 | |
| CAPITAL GAIN, PASSTHRU ENTITY | P | $16,615 | $16,615 | $16,615 | |
| CAPITAL GAIN, PASSTHRU ENTITY | P | $167 | $167 | $167 | |
| CAPITAL GAIN, PASSTHRU ENTITY | P | $10,788 | $10,788 | $10,788 | |
| CAPITAL LOSS, PASSTHRU ENTITY | P | $2,100 | -$2,100 | -$2,100 | |
| CAPITAL GAIN, PASSTHRU ENTITY | P | $278 | $278 | $278 | |
| CAPITAL GAIN, PASSTHRU ENTITY | P | $7,664 | $7,664 | $7,664 | |
| CAPITAL GAIN, PASSTHRU ENTITY | P | $2 | $2 | $2 | |
| CAPITAL GAIN, PASSTHRU ENTITY | P | $51,868 | $51,868 | $51,868 | |
| CAPITAL GAIN, PASSTHRU ENTITY | P | $12,046 | $12,046 | $12,046 | |
| CAPITAL GAIN, PASSTHRU ENTITY | P | $29,901 | $29,901 | $29,901 | |
| CAPITAL LOSS, PASSTHRU ENTITY | P | $162,781 | -$162,781 | -$162,781 | |
| CAPITAL GAIN, PASSTHRU ENTITY | P | $38,087 | $38,087 | $38,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,240 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $88,240 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,390 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,390 | SubtotalAmt |
| Tax Based On Investment Income | $1,390 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,610 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $10,610 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.EMBREYFDN.ORG | WebsiteAddressTxt |
| Individual With Books | LAUREN EMBREY | IndividualWithBooksNm |
| Phone | 2142063577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5930 ROYAL LN STE E PMB498 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | Yes (true) | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| LAUREN EMBREY | ||||||||
| 5930 ROYAL LN STE E PMB 498 | DALLAS | TX | 75230 | PRES/DIR | 40.00 | $242,584 | $0 | $0 |
| LAUREN EMBREY RETIREMENT BENEFIT | ||||||||
| 5930 ROYAL LN STE E PMB 498 | DALLAS | TX | 75243 | PRES/DIR | 000.00 | $200,000 | $0 | $0 |
| GAYLE EMBREY | ||||||||
| 5930 ROYAL LN STE E PMB 498 | DALLAS | TX | 75230 | V PRESIDENT/ | 000.00 | $0 | $0 | $0 |
| LINDSAY HARWELL | ||||||||
| 5930 ROYAL LN STE E PMB498 | DALLAS | TX | 75230 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JEFFREY HARWELL | ||||||||
| 5930 ROYAL LN STE E PMB 498 | DALLAS | TX | 75230 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MICHAEL MAGERS | ||||||||
| 12001 N CENTRAL EXPY 600 | DALLAS | TX | 75243 | SECY/TREAS/D | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION SUPPORTED A NUMBER OF COMMUNITY ACTIVITIES DESIGNED TO PROMOTE RACIAL EQUITY AND RACIAL HEALING. | Description1Txt |
| Expenses1 | $10,805 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROGRAM RELATED INVESTMENTS, FILMS | Description1Txt |
| Expenses1 | $1,429 | Expenses1Amt |
| Total | $1,429 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,779,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $335,490 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,115,239 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,115,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $166,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,948,510 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $547,426 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $547,426 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,390 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,390 | TotalTaxAmt |
| Distributable Before Adj | $546,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $108,489 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $654,525 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $654,525 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,887,523 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,429 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,888,952 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,888,952 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $654,525 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,327,570 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,997,468 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,139,755 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,265,979 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,043,639 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,774,411 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,888,952 | QualifyingDistributionsAmt |
| Applied To Current Year | $654,525 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,234,427 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,008,838 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,327,570 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,681,268 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,997,468 | ExcessFromYear4Amt |
| Excess From Year3 | $2,139,755 | ExcessFromYear3Amt |
| Excess From Year2 | $1,265,979 | ExcessFromYear2Amt |
| Excess From Year1 | $2,043,639 | ExcessFromYear1Amt |
| Excess From Current Year | $1,234,427 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SALLIE BECK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5930 ROYAL LN STE E PMB498 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2142063577 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE CONTACT SALLIE BECK FOR FURTHER DETAILS, BUT RELEVANT INFORMATION IS LOCATED ON FOUNDATION WEBSITE. | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN REPERTORY THEATER | |||||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $5,000 | ||
| ASSOCIATION OF PRACTICAL THEOLOGY | |||||||||
| PO BOX 750133 | DALLAS | TX | 75275 | NONE | EDUC INSTIT | SEE ATTACHMENT | $5,000 | PERKINS SCHOOL SMU | |
| BOSTON IMPACT INITIATIVE | |||||||||
| PO BOX 300443 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $10,000 | ||
| BROOKLYN MUSEUM | |||||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $35,000 | ||
| CARA MIA THEATER | |||||||||
| 3630 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $600 | ||
| COMMUNITIES FDN OF TEXAS | |||||||||
| 5500 CARUTH HAVEN LN | DALLAS | TX | 75225 | NONE | PUBLIC CHA | SEE ATTACHMENT | $1,104 | ||
| COMMUNITIES FDN OF TEXAS | |||||||||
| 5500 CARUTH HAVEN LN | DALLAS | TX | 75225 | NONE | PUBLIC CHAR | SEE ATTACHMENT | $150,000 | DALLAS TRHT | |
| DALLAS HOLOCAUST AND | |||||||||
| 211 N RECORD ST STE 100 | DALLAS | TX | 75202 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $57,500 | HUMAN RIGHTS MUSEUM | |
| DALLAS SOCIAL VENTURE PARTNERS | |||||||||
| 12900 PRESTON RD STE 1220 | DALLAS | TX | 75230 | NONE | PUBLIC CHAR | SEE ATTACHMENT | $20,000 | ||
| DALLAS THEATER CENTER | |||||||||
| 2400 FLORA ST | DALLAS | TX | 75201 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $50,000 | ||
| DALLAS WOMEN'S FOUNDATION | |||||||||
| CAMPBELL CTR II | DALLAS | TX | 75206 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $80,000 | 8150 N CENTRAL EXPY STE 1 | |
| DEEP VELLUM | |||||||||
| 3000 COMMERCE ST | DALLAS | TX | 75226 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $2,500 | ||
| FAITH IN TEXAS | |||||||||
| 1111 W MOCKINGBIRD LANE | DALLAS | TX | 75247 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $40 | STE 260 | |
| FROM PASSTHROUGH ENTITIES | |||||||||
| UNKNOWN | UNKNOWN | TX | 75230 | NONE | PUBLIC CHARI | UNKNOWN | $269 | ||
| HANUMAN HOMIES | |||||||||
| 2434 SOUTH PARKWAY | MESQUITE | TX | 75149 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $1,500 | ||
| HUMAN RIGHTS INITIATIVE | |||||||||
| 2801 SWISS AVENE | DALLAS | TX | 75204 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $1,000 | ||
| JEWISH FEDERATION | |||||||||
| 7800 NORTHAVEN RD | DALLAS | TX | 75230 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $2,500 | ||
| JUNIOR PLAYERS GUILD | |||||||||
| 12225 GREENVILLE AVE | DALLAS | TX | 75243 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $3,000 | STE 1020 | |
| JUST COMMUNITY | |||||||||
| 1000 RIO GRANDE ST | AUSTIN | TX | 78701 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $25,000 | ||
| KERA | |||||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $2,500 | ||
| MAKE ART WITH PURPOSE | |||||||||
| 726 HAINES AVENUE | DALLAS | TX | 75208 | NONE | PUBLIC CHAR | SEE ATTACHMENT | $3,500 | ||
| MS FOUNDATION FOR WOMEN | |||||||||
| 12 METROTECH CTR | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $5,000 | 26TH FLOOR | |
| NEO PHILANTHROPY | |||||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $10,000 | DEMOCRACY ALLIANCE | 6TH FL |
| NEO PHILANTHROPY | |||||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $25,000 | TX ORG PROJECT EDUC FD | 6TH FL |
| NEO PHILANTHROPY | |||||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $25,000 | TX FREEDOM NTWK EDUC FD | 6TH FL |
| NEO PHILANTHROPY | |||||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $30,000 | TEXAS CIVIL RIGHTS PROJECT | 6TH FL |
| NEO PHILANTHROPY | |||||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $15,000 | FAITH IN TEXAS | 6TH FL |
| OAK CLIFF COALITION FOR THE ARTS | |||||||||
| 529 HTEL DR | DALLAS | TX | 75224 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $5,000 | ||
| PEACEJAM FOUNDATION | |||||||||
| 11200 RALSTON RD | ARVADA | CO | 80004 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $500 | ||
| PEN AMERICAN CENTER | |||||||||
| 588 BROADWAY STE 303 | NEW YORK | NY | 10012 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $25,000 | ||
| PLANNED PARENTHOOD FED OF AMER | |||||||||
| 434 WEST 33RD ST | NEW YORK | NY | 10001 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $459,861 | STE 115 | |
| SHAKESPEAR FESTIVAL | |||||||||
| 3630 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $7,500 | SAMMONS FSTVL FOR THE ARTS | 3RD FLOOR |
| SYNERGOS | |||||||||
| 3 E 54TH ST 14TH FL | NEW YORK | NY | 10022 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $24,500 | ||
| TACA | |||||||||
| ONE ARTS PLAZA | DALLAS | TX | 75201 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $27,052 | 1722 ROUTH ST STE 115 | |
| TAKE THE LEAD | |||||||||
| PO BOX 20854 | NEW YORK | NY | 10023 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $15,000 | ||
| THE ON BEING PROJECT | |||||||||
| 1619 HENNEPIN AVE | MINNEAPOLIS | MN | 55403 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $10,000 | ||
| THE TEXAS TRIBUNE | |||||||||
| 919 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $15,000 | SIXTH FLOOR | |
| UNDERMAIN THEATER | |||||||||
| P O BOX 140193 | DALLAS | TX | 75214 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $10,000 | ||
| UNIVERSITY OF TEXAS FOUNDATION | |||||||||
| PO BOX 250 | AUSTIN | TX | 78767 | NONE | EDUC ORG | SEE ATTACHED | $40,000 | ||
| UTAH FILM CENTER | |||||||||
| 122 SOUTH MAIN ST | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $5,000 | ||
| WOMEN MOVING MILLIONS | |||||||||
| 19 FULTON STREET | NEW YORK | NY | 10038 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $10,000 | STE 301 | |
| WOMEN'S MEDIA CTR | |||||||||
| PO BOX 70967 | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $25,000 | ||
| YMCA | |||||||||
| 601 AKARD ST | DALLAS | TX | 75201 | NONE | PUBLIC CHAR | SEE ATTACHMENT | $500 | ||
| WOMEN'S MEDIA CTR | |||||||||
| PO BOX 70967 | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARI | SEE ATTACHMENT | $7,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,253,426 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,953 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $88,240 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $233,193 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,193 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE | 2004-12-20 | $17,690 | $17,690 | 200DB | 7.0000 | |
| LEASEHOLD IMPROVEMENTS | 2004-11-18 | $1,370 | $538 | S/L | 39.0000 | $35 |
| OFFICE EQUIPMENT | 2005-06-30 | $3,924 | $3,924 | S/L | 7.0000 | |
| LEASEHOLD IMPROVEMENTS | 2005-06-30 | $7,182 | $2,677 | S/L | 39.0000 | $184 |
| OFFICE EQUIPMENT | 2006-06-30 | $1,795 | $1,795 | S/L | 7.0000 | |
| COMPUTER EQUIPMENT | 2012-06-30 | $14,909 | $14,909 | S/L | 5.0000 | |
| 2 IPADS | 2016-06-30 | $1,876 | $1,595 | S/L | 5.0000 | $187 |
| LAPTOP | 2016-06-30 | $1,623 | $1,380 | S/L | 5.0000 | $162 |
| COLOR PRINTER, ROUTER | 2016-06-30 | $924 | $785 | S/L | 5.0000 | $93 |
| OFFICE FURN AND EQUIP | 2017-06-30 | $23,382 | $20,015 | 200DB | 5.0000 | $1,347 |
| COMPUTER EQUIP | 2018-06-30 | $4,541 | $4,541 | 200DB | 5.0000 | |
| OFFICE FURNITURE | 2018-06-30 | $364 | $364 | 200DB | 5.0000 | |
| PRINTER AND PHONE | 2019-06-30 | $877 | $877 | 200DB | 5.0000 | |
| COMPUTER EQUIPMENT | 2011-06-30 | $4,940 | $4,940 | 200DB | 5.0000 | |
| OFFICE EQUIPMENT | 2020-06-30 | $946 | 200DB | 5.0000 | $946 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VARIOUS MANAGED INVESTMENT ACCTS | AT COST | $1,442,596 | $1,874,899 |
| LIMITED PARTNERSHIP INTERESTS | AT COST | $3,758,675 | $3,213,757 |
| STOCK | AT COST | $751,119 | $1,060,984 |
| STOCK | AT COST | $2,529,000 | $1,000,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $112,883 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $105,521 | AccumulatedDepreciationAmt |
| Book Value | $7,362 | BookValueAmt |
| EOYFMV | $7,362 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $56,504 | LegalFeesAmt |
| Disbursements Charitable Prps | $28,252 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (11 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID EXP | $14 | $14 | $14 |
| OTHER ASSET | $7,500 | ||
| OTHER NOTES RECEIVABLE | $839,016 | $439,016 | $439,016 |
| PROGRAM RELATED INVESTMENT NOTE | $87,396 | $42,230 | $42,230 |
| PROGRAM RELATED INVESTMENT NOTE | $72,800 | $72,800 | $72,800 |
| PROGRAM RELATED LLC | $6,008 | $1,861 | $1,861 |
| PROGRAM RELATED INVESTMENT NOTE | $100,000 | $100,000 | $100,000 |
| OTHER INVESTMENT | $5,894 | $7,961 | $7,961 |
| PROGRAM RELATED INVESTMENT LLC | $43,786 | $43,688 | $43,688 |
| PROGRAM RELATED INVESTMENTS FILM | $184,668 | $80,791 | $80,791 |
| ESTIMATED TAX PAYMENTS | $16,000 | $25,635 | $25,635 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT TAX 2019 | $1,720 |
| OTHER MISC IRS ADJ | $645 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| AUTO EXPENSE | $39 | ||
| BANK CHARGES | $535 | ||
| COMPUTER SUPPORT AND EXP | $3,000 | ||
| CONTRACT SERVICES | $6,099 | ||
| EMPLOYEE WELLNESS | $1,065 | ||
| FUNDRAISING EVENT ATTENDANCE | $17,702 | $3,540 | |
| INSURANCE | $79,706 | ||
| INVESTMENT ADVISORY FEES | $13,150 | $13,150 | |
| MEALS AND ENTERTAINMENT | $2,561 | ||
| MEMBERSHIPS | $72,600 | $72,600 | |
| NET INVESTMENT LOSS | $119,901 | $119,901 | |
| OFFICE SUPPLIES AND EXP | $7,794 | ||
| PAYROLL SERVICE FEES | $3,427 | ||
| SPONSORED FORUMS AND EVENTS | $10,805 | $10,805 | |
| STAFF PROFESSIONAL DEVELOPMEN | $3,024 | $756 | |
| TELEPHONE EXP | $2,336 | ||
| WEBSITE MAINTENANCE | $1,269 | ||
| WEBSITE UPGRADES | $10,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE/NONDEDUCTIBLE | Desc |
| Amt | $383,152 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEGATIVE CAPITAL ACCTS, ROYALTY TRUS | Desc |
| BOY Book Value | $23,003 | BOYBookValueAmt |
| EOY Book Value | $26,215 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COLLABORATION AND IMPACT | CategoryTxt |
| Amt | $15,000 | Amt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD FROM DIVIDE | $169 | $169 |
| PAYROLL TAXES | $40,224 |