SULENTIC FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SULENTIC FAMILY FOUNDATION (EIN 20-8025263)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349109849
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T20:11:23-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 208025263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sulentic Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SULE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | judith d moses | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | judith d | PersonFirstNm |
| Person Last | moses | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $6,942,572 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,001,312 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,303 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,302 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,613 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $288,607 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,564,664 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $288,390 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,702 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,189 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,389,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $384,494 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $668 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $668 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,396 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,396 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $83 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $40,798 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,057 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,738,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,642,083 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,810,302 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,683,808 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$420,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $378,815 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,660,538 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,177 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,177 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,133,835 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,370,336 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,688,531 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $265,620 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $212,020 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $195,864 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,305 | OtherAssetsBOYAmt |
| Total Assets BOY | $6,061,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,640,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,942,572 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,061,298 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,640,533 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,061,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,640,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,061,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,640,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,061,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$420,765 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,640,533 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,640,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $1,564,664 | $1,276,137 | $288,527 | $288,527 |
| Passthrough K1 Capital Gain/(Loss) | -$137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $288,390 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,266 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,266 | SubtotalAmt |
| Tax Based On Investment Income | $5,266 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $14,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,934 | OverpaymentAmt |
| Applied To ES Tax | $5,300 | AppliedToESTaxAmt |
| Refund | $3,634 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Bob James | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Judy Moses | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 2.0 | $9,000 | $0 | $0 |
| Robert Sulentic | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres | 1.0 | $0 | $0 | $0 |
| Susan Sulentic | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Ellie Katherine Sulentic Benjamin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,410,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $461,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $195,864 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,068,254 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,068,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,977,230 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $298,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $298,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,266 | TotalTaxAmt |
| Distributable Before Adj | $293,596 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,305 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $294,901 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $294,901 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,683,808 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $96,912 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,780,720 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,780,720 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,901 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $45,834 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $119,831 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $215,231 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $341,768 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $398,889 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,121,553 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,780,720 | QualifyingDistributionsAmt |
| Applied To Current Year | $294,901 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,485,819 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,607,372 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $45,834 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,561,538 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $119,831 | ExcessFromYear4Amt |
| Excess From Year3 | $215,231 | ExcessFromYear3Amt |
| Excess From Year2 | $341,768 | ExcessFromYear2Amt |
| Excess From Year1 | $398,889 | ExcessFromYear1Amt |
| Excess From Current Year | $1,485,819 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert Sulentic | ContributingManagerNm |
| Contributing Manager | Susan Sulentic | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4WORD | |||||||
| 4516 LOVERS LN STE 205 | DALLAS | TX | 75225 | N/A | PC | General & Unrestricted | $5,000 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| 220 W HURON STE 4003 | CHICAGO | IL | 60654 | N/A | PC | Charitable Event | $1,000 |
| BAYLOR HEALTH CARE SYSTEM FOUNDATION | |||||||
| 3600 GASTON AVE STE 100 | DALLAS | TX | 75246 | N/A | PC | Medical Education program | $25,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | N/A | PC | South West Region's puppy program in Colorado and South Central Region's programs in Carswell, Bryan, Texas and Bastrop, Texas | $50,000 |
| CATHOLIC CHARITIES OF DALLAS INC | |||||||
| 1421 W MOCKINGBIRD LN | DALLAS | TX | 75247 | N/A | PC | General & Unrestricted (see general explanation) | $1,958 |
| CBRE FOUNDATION INC | |||||||
| 2221 ROSECRANS AVE STE 100 | EL SEGUNDO | CA | 90245 | N/A | PC | Covid-19 Fund | $1,000,000 |
| CBRE FOUNDATION INC | |||||||
| 2221 ROSECRANS AVE STE 100 | EL SEGUNDO | CA | 90245 | N/A | PC | General & Unrestricted | $50,000 |
| CIRCUIT TRAIL CONSERVANCY | |||||||
| PO BOX 224484 | DALLAS | TX | 75222 | N/A | PC | The Loop program | $83,333 |
| CORNERSTONE BAPTIST CHURCH | |||||||
| PO BOS 152551 | DALLAS | TX | 75316 | N/A | PC | General & Unrestricted (see general explanation) | $89,406 |
| CRISTO REY DALLAS HIGH SCHOOL INC | |||||||
| 1064 N SAINT AUGUSTINE DR | DALLAS | TX | 75217 | N/A | PC | General & Unrestricted | $2,000 |
| DALLAS FOUNDATION A TX NONPROFIT CORPORATION | |||||||
| 3000 PEGASUS PARK DR STE 930 | DALLAS | TX | 75247 | N/A | PC | Charitable Event | $10,000 |
| DALLAS WIND SYMPHONY | |||||||
| 1465 1ST AVE | DALLAS | TX | 75210 | N/A | PC | Dallas Winds' Summer Band Camp or other Educational program | $75,000 |
| EO WILSON BIODIVERSITY FOUNDATION | |||||||
| 300 BLACKWELL ST STE 102 | DURHAM | NC | 27701 | N/A | PC | General & Unrestricted | $10,000 |
| FAMILY VIOLENCE PREVENTION SERVICES INC | |||||||
| 7911 BROADWAY | SAN ANTONIO | TX | 78209 | N/A | PC | General & Unrestricted | $1,000 |
| FERGUSON ROAD INITIATIVE | |||||||
| PO BOX 570417 | DALLAS | TX | 75357 | N/A | PC | General & Unrestricted (see general explanation) | $1,958 |
| GIRLS INCORPORATED OF METROPOLITAN DALLAS | |||||||
| 2040 EMPIRE CENTRAL | DALLAS | TX | 75235 | N/A | PC | General & Unrestricted | $1,000 |
| HARVARD BUSINESS SCHOOL | |||||||
| PO BOX 412275 | BOSTON | MA | 02241 | N/A | PC | HBS Student Financial Aid fund | $100,000 |
| HEROES AND HORSES INC | |||||||
| 1445 WEAVER RD | BELGRADE | MT | 59714 | N/A | PC | Capital Fund for Permanent Facilities | $100,000 |
| HEROES AND HORSES INC | |||||||
| 1445 WEAVER RD | BELGRADE | MT | 59714 | N/A | PC | General & Unrestricted | $10,000 |
| HOLY INNOCENTS CHILDRENS MALARIA HOSPITAL UGANDA I | |||||||
| 12463 RANCHO BERNARDO RD | SAN DIEGO | CA | 92128 | N/A | PC | Holy Innocents Children's Hospital fund | $10,000 |
| IN THE CITY FOR GOOD | |||||||
| 7051 ORCHID LN | DALLAS | TX | 75230 | N/A | PC | General & Unrestricted | $2,000 |
| IOWA STATE UNIVERSITY FOUNDATION | |||||||
| 2505 UNIVERSITY BLVD | AMES | IA | 50010 | N/A | PC | College of Liberal Arts and Sciences Success Fund and to the College of Liberal Arts and Sciences Excellence Fund | $50,000 |
| JDRF INTERNATIONAL | |||||||
| 200 VESEY ST 28TH FLOOR | NEW YORK | NY | 10281 | N/A | PC | General & Unrestricted | $3,000 |
| JUBILEE PARK & COMMUNITY CENTER CORPORATION | |||||||
| 917 BANK ST | DALLAS | TX | 75223 | N/A | PC | General & Unrestricted (see general explanation) | $326 |
| KHAN ACADEMY INC | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | PC | home schooling program | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 8111 LBJ FREEWAY STE 425 | DALLAS | TX | 75251 | N/A | PC | Leukemia & Lymphoma Society's North Texas Woman of The Year for 2020 Campaign | $1,000 |
| LUNG CANCER RESEARCH FOUNDATION | |||||||
| 155 E 55TH ST STE 6E | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $10,000 |
| METROCREST SERVICES | |||||||
| 13801 HUTTON DR STE 150 | FARMERS BRNCH | TX | 75234 | N/A | PC | General & Unrestricted (see general explanation) | $653 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 11 EAST 44TH ST 17TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $250 |
| NEW CASSEL FOUNDATION OMAHA NEBRASKA | |||||||
| 900 N 90TH ST | OMAHA | NE | 68114 | N/A | PC | to purchase screening Kiosk to electronically take the temperature of the staff, essential workers and visitors | $2,500 |
| OUR FRIENDS PLACE | |||||||
| 6500 GREENVILLE AVE STE 620 | DALLAS | TX | 75206 | N/A | PC | General & Unrestricted | $1,000 |
| PRESTON ROAD CHURCH OF CHRIST | |||||||
| 6409 PRESTON RD | DALLAS | TX | 75205 | N/A | PC | Christ Family Clinic program | $2,000 |
| REAL SCHOOL GARDENS | |||||||
| 1 THOMAS NW CIR | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,000 |
| SCHOLARSHOT | |||||||
| 2904 SWISS AVE | DALLAS | TX | 75204 | N/A | PC | General & Unrestricted | $5,000 |
| SOCIETY OF ST VINCENT DE PAUL COMMUNITY OUTREACH O | |||||||
| 3826 GILBERT AVE | DALLAS | TX | 75219 | N/A | PC | General & Unrestricted (see general explanation) | $653 |
| ST ALBERT CATHOLIC HIGH SCHOOL | |||||||
| 400 GLEASON AVE | COUNCIL BLUFFS | IA | 51503 | N/A | PC | General & Unrestricted | $5,000 |
| THE FOUNDATION FOR COMMUNITY EMPOWERMENT | |||||||
| PO BOX 152926 | DALLAS | TX | 75315 | N/A | PC | General & Unrestricted | $5,000 |
| THE SALVATION ARMY | |||||||
| 8787 N STEMMONS FREEWAY STE 800 | DALLAS | TX | 75247 | N/A | PC | General & Unrestricted (see general explanation) | $1,958 |
| UNITED WAY OF METROPOLITAN DALLAS INC | |||||||
| 1800 N LAMAR ST | DALLAS | TX | 75202 | N/A | PC | General Community Impact Fund for Education, Financial Stability and Health Programs | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,738,995 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,303 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,613 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $225 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $288,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $874 | 14 | $4,217 |
| Federal Tax Refund | 01 | $2,611 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,099 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $387,126 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $388,225 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Sulentic Robert | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5511 Park Lane | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,001,312 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ISHARES S&P 500 INDEX FD IVV, 738 sh. | $248,547 | 2020-09-30 |
| 1 | CBRE GROUP CBRE, 10000 sh. | $568,950 | 2020-11-13 |
| 1 | ISHARES S&P 500 INDEX FD IVV, 500 sh. | $183,815 | 2020-12-01 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART XV (FORM 990-PF): | PART XV (FORM 990-PF): | PART XV (FORM 990-PF) - DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF AIR CONDITIONERS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: 96,912.00 TOTAL BOOK VALUE OF PROPERTY: 96,912.00 TOTAL AMOUNT OF GRANTS: 96,912.00 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES: $0 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 6 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: CATHOLIC CHARITIES OF DALLAS INC FMV OF PROPERTY: 1,958.00 BOOK VALUE OF PROPERTY: 1,958.00 TOTAL AMOUNT OF GRANT: 1,958.00 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 274 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: CORNERSTONE BAPTIST CHURCH FMV OF PROPERTY: 89,406.00 BOOK VALUE OF PROPERTY: 89,406.00 TOTAL AMOUNT OF GRANT: 89,406.00 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 6 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: FERGUSON ROAD INITIATIVE FMV OF PROPERTY: 1,958.00 BOOK VALUE OF PROPERTY: 1,958.00 TOTAL AMOUNT OF GRANT: 1,958.00 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 1 DATE OF DISTRIBUTION: 08/20/2020 GRANT RECIPIENT: JUBILEE PARK & COMMUNITY CENTER CORPORATION FMV OF PROPERTY: 326.00 BOOK VALUE OF PROPERTY: 326.00 TOTAL AMOUNT OF GRANT: 326.00 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 2 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: METROCREST SERVICES FMV OF PROPERTY: 653.00 BOOK VALUE OF PROPERTY: 653.00 TOTAL AMOUNT OF GRANT: 653.00 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 6 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: THE SALVATION ARMY FMV OF PROPERTY: 1,958.00 BOOK VALUE OF PROPERTY: 1,958.00 TOTAL AMOUNT OF GRANT: 1,958.00 DESCRIPTION OF PROPERTY: AIR CONDITIONERS UNITS: 2 DATE OF DISTRIBUTION: VARIOUS GRANT RECIPIENT: SOCIETY OF ST VINCENT DE PAUL COMMUNITY OUTREACH OF NORTH TEXAS FMV OF PROPERTY: 653.00 BOOK VALUE OF PROPERTY: 653.00 TOTAL AMOUNT OF GRANT: 653.00 |
| FORM 990-PF, PARTS I AND XV: | FORM 990-PF, PARTS I AND XV: | TOTAL Part I, Line 25, Column (a) and Part XV, Line 3a: $1,738,995 Less amount counted as a qualifying distribution on Part XII, Line 2a: $96,912 TOTAL Part I, Line 25, Column (d): $1,642,083 |
| PART I LINE 6A (990-PF): | PART I LINE 6A (990-PF): | RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $288,382 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $225 TOTAL PART I, LINE 6A: $288,607 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $1,564,664 BOOK BASIS: $1,276,137 NET GAIN/(LOSS): $288,527 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $(137) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CBRE GROUP | $1,230,551 | $1,881,601 |
| FIDELITY LOW VOLATILITY FACTOR | $28,741 | $32,780 |
| FIDELITY MSCI COMMUNICATION SE | $33,680 | $44,277 |
| FIDELITY MSCI CONSUMER STAPLES | $75,602 | $83,245 |
| FIDELITY MSCI HEALTH CARE INDE | $28,125 | $34,871 |
| FIDELITY MSCI UTILITIES INDEX | $96,996 | $93,509 |
| FLANDERS CORPORATION - COMMON | $76,862 | $77,276 |
| ISHARE SP SMALL CAP 600 INDEX | $52,825 | $65,757 |
| ISHARES BARCLAYS 1-3 YEAR TREA | $208,957 | $208,473 |
| ISHARES BARCLAYS TIPS BOND FUN | $180,407 | $201,515 |
| ISHARES BARCLAYS US AGGREGATE | $658,815 | $697,985 |
| ISHARES BARCLAYS US TREASURY B | $218,822 | $213,425 |
| ISHARES CORE MSCI EAFE ETF | $325,624 | $376,617 |
| ISHARES CORE MSCI EMERGING MAR | $232,883 | $286,744 |
| ISHARES IBOXX $ INVESTMENT GRA | $225,619 | $233,460 |
| ISHARES S&P 500 INDEX FD | $982,835 | $1,412,970 |
| ISHARES TR DJ SEL DIVIDEND INX | $484,338 | $512,884 |
| VANGUARD SHORT TERM CORPORATE | $228,654 | $231,142 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CO-INVESTMENT FUND IV. L.P. - | $74,527 | $74,517 |
| PB STRATEGIC PARTNERS FEEDER F | $137,493 | $121,347 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $32,057 | $32,057 | |
| Bank Charges | $128 | $128 | |
| K-1 Exp CO-INVESTMENT FUND IV. | $7,018 | $1,589 | |
| K-1 Exp PB STRATEGIC PARTNERS | $1,595 | $1,483 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss CO-INVESTMENT FUND IV. L.P. - US TAX- | $3,816 | $3,098 |
| K-1 Inc/Loss PB STRATEGIC PARTNERS FEEDER FUND IV | $1,275 | $1,091 |
| Federal Tax Refund | $2,611 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,396 | Amt |
| Net Investment Income | $2,396 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $3,600 | |
| 990-PF Extension for 2019 | $14,162 | |
| 990-T Extension for 2019 | $600 | |
| PARTNERSHIP TAXES WITHELD | $83 | $83 |