ROBERT D & CATHERINE R ALEXANDER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT D & CATHERINE R ALEXANDER FOUNDATION (EIN 75-6012124)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-13
- IRS object ID
- 202542259349100334
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-13T15:13:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 TAYLOR STREET SUITE 2200 | AddressLine1Txt |
| City | FT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756012124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT D AND CATHERINE R ALEXANDER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8179942047 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2830 S HULEN STREET 831 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R DENNY ALEXANDER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8179942047 | PhoneNum |
| Signature | 2025-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY LANDRY | PreparerPersonNm |
| PTIN | P01614538 | PTIN |
| Phone | 8172599100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,734,712 | 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 | $229,621 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229,621 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $551,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $558,330 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $551,853 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$14,403 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$14,403 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $767,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $767,071 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,569 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $856 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,963 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,963 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,447 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $815 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,020 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,020 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,876 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $366,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $366,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $458,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $367,876 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $308,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $695,724 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,726 | CashBOYAmt |
| Cash EOY | $14,797 | CashEOYAmt |
| Cash EOYFMV | $14,797 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $742,874 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,338,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,338,607 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,785,205 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,021,061 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,381,308 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $953 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,535,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,374,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,734,712 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,335,805 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,335,805 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,199,953 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,038,660 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,535,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,374,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,535,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,374,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,535,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $308,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $530,491 | OtherIncreasesAmt |
| Subtotal | $6,374,465 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,374,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| TWIN LIONS PARTNERSHIP LP | P | 2024-01-01 | 2024-12-31 | $19,851 | $19,851 | $19,851 | |
| TWIN LIONS PARTNERSHIP LP | P | 2023-01-01 | 2024-12-31 | $22,923 | $22,923 | $22,923 | |
| RAGING CAPITAL OFFSHORE LP | P | 2024-01-01 | 2024-12-31 | $1 | $1 | $1 | |
| RAGING CAPITAL OFFSHORE LP | P | 2023-01-01 | 2024-12-31 | -$1,574 | -$1,574 | $1,574 | |
| THE WINDACRE DOMESTIC PARTNERSHIP LP | P | 2024-01-01 | 2024-12-31 | $116,764 | $116,764 | $116,764 | |
| THE WINDACRE DOMESTIC PARTNERSHIP LP | P | 2023-01-01 | 2024-12-31 | $367,751 | $367,751 | $367,751 | |
| RAGING CAPITAL OFFSHORE LP | P | 2023-01-01 | 2024-12-31 | -$4,903 | -$4,903 | $4,903 | |
| DARLINGTON PARTNERS LP | P | 2024-01-01 | 2024-12-31 | $4,006 | $4,006 | $4,006 | |
| DARLINGTON PARTNERS LP | P | $27,034 | $27,034 | $27,034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $551,853 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,671 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,671 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,140 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,140 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,469 | OverpaymentAmt |
| Applied To ES Tax | $9,469 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | R DENNY ALEXANDER | IndividualWithBooksNm |
| Phone | 8179942047 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2830 S HULEN STREET SUITE 831 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R DENNY ALEXANDER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2830 S HULEN STREET 831 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | HALCYON CAPITAL MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 MAIN ST STE 3440 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $67,963 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,271,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,582,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,854,395 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,854,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,751,579 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $337,579 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $337,579 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,671 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,671 | TotalTaxAmt |
| Distributable Before Adj | $327,908 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $327,908 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $327,908 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $367,876 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $367,876 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $327,908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,100 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $367,876 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,100 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $327,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,868 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,868 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,868 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $19,868 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | R DENNY ALEXANDER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | R DENNY ALEXANDER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2830 S HULEN STREET SUITE 831 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8179942047 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATIONS SHOULD SUBMIT WRITTEN APPLICATIONS OR LETTERS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO CONTRIBUTIONS OR GRANTS ARE MADE TO INDIVIDUALS AND THERE IS A STRONG PREFERENCE FOR ORGANIZATIONS LOCATED IN FORT WORTH, TEXAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEN HOGAN FOUNDATION | |||||||
| PO BOX 12518 | FORT WORTH | TX | 76121 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| BOTANICAL RESEARCH INSTITUTE OF TEXAS | |||||||
| 1700 UNIVERSITY DRIVE | FORT WORTH | TX | 76107 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| BOYS & GIRLS CLUBS OF GREATER TARRANT COUNTY INC | |||||||
| 3218 EAST BELKNAP | FORT WORTH | TX | 76111 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,500 |
| COOK CHILDREN'S HEALTH FOUNDATION | |||||||
| 801 SEVENTH AVENUE | FORT WORTH | TX | 76104 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| DAY RESOURCE CENTER FOR HOMELESS | |||||||
| PO BOX 871 | FORT WORTH | TX | 76101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| FORT WORTH MUSEUM OF SCIENCE & HISTORY | |||||||
| 1600 GENDRY STREET | FORT WORTH | TX | 76107 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| FORT WORTH REPORT | |||||||
| 3008 E ROSEDALE STREET | FORT WORTH | TX | 76105 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| FORT WORTH SYMPHONY ORCHESTRA ASSOCIATION INC | |||||||
| 330 E FOURTH STREET 200 | FORT WORTH | TX | 76102 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| HOPE FARM | |||||||
| 865 E RAMSAY AVENUE | FORT WORTH | TX | 76104 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| INDEPENDENT INSTITUTE | |||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| LAYLA ROSE RANCH | |||||||
| 123 WINDMILL ROAD | ALEDO | TX | 76008 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| LIGHTHOUSE FOR THE BLIND OF HOUSTON | |||||||
| 3602 W DALLAS STREET | DALLAS | TX | 77019 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $31,000 |
| LOCAL NORTH TEXAS COMMUNITY FOUNDATION | |||||||
| 200 S I-35 SERVICE ROAD | RED OAK | TX | 75154 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| NORTH TEXAS PUBLIC BROADCASTING INC | |||||||
| 3000 HARRY HINES BOULEVARD | DALLAS | TX | 75201 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| PEDIATRIC VISION RESEARCH AND DIAGNOSTIC CENTER | |||||||
| 321 S HENDERSON STREET | FORT WORTH | TX | 76104 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| RONALD MCDONALD HOUSE | |||||||
| 400 S ZANG BOULEVARD STE 620 | DALLAS | TX | 75208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| TEXAS BALLET THEATER INC | |||||||
| PO BOX 123290 | FORT WORTH | TX | 76121 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| TCU BOX 297011 | FORT WORTH | TX | 76129 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| THE FIRST TEE OF FORT WORTH | |||||||
| 1900 ROCKWOOD PARK DRIVE N | FORT WORTH | TX | 76114 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| THE WARM PLACE | |||||||
| 809 LIPSCOMB STREET | FORT WORTH | TX | 76104 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $11,500 |
| UNION GOSPEL MISSION OF TARRANT COUNTY | |||||||
| PO BOX 1957 | FORT WORTH | TX | 76101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| UNITED WAY OF TARRANT COUNTY | |||||||
| 201 N RUPERT STREET 107 | FORT WORTH | TX | 76164 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| UNIVERSITY CHRISTIAN CHURCH | |||||||
| 2720 S UNIVERSITY DRIVE | FORT WORTH | TX | 76109 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $180,000 |
| YMCA OF METROPOLITAN FORT WORTH | |||||||
| 512 LAMAR STREET STE 400 | FORT WORTH | TX | 76102 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $366,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229,621 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $551,853 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$14,403 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $767,071 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $767,071 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,425 | Amt |
| Net Investment Income | $2,569 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $856 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY ETFS | AT COST | $1,521,668 | $1,775,460 |
| COMMON STOCKS | AT COST | $821,205 | $927,660 |
| THE WINDACRE DOMESTIC PARTNERSHIP LP | AT COST | $138,137 | $138,137 |
| TWIN LIONS PARTNERSHIP LP | AT COST | $505,365 | $505,365 |
| DARLINGTON PARTNERS LP | AT COST | $1,034,686 | $1,034,686 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $953 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUBSCRIPTIONS | $905 | $0 | $905 |
| MISCELLANEOUS | $115 | $0 | $115 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | -$14,403 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$14,403 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$14,403 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS AND LOSSES | $12,513 |
| NONDIVIDEND DISTRIBUTIONS | $517,978 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $67,963 | Amt |
| Net Investment Income | $67,963 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $19,632 | $0 | $0 |
| FOREIGN TAXES | $815 | $815 | $0 |