MMK Foundation: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MMK Foundation (EIN 26-0372739)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-12
- IRS object ID
- 202030729349100808
- Schema version
- 2019v5.0
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-12T15:49:46-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260372739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MMK Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MMKF | 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 | MARK KING | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $3,183,892 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,112 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,112 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $261,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,768,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $261,595 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $353,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $353,210 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $10,824 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,699 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16,957 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $16,957 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,656 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $236,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $236,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $266,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $256,156 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,429 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $345,085 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $483,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $396,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $396,212 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,400,919 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,591,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,787,680 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,730 | CorporateBondsBOYAmt |
| Total Assets BOY | $2,901,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,987,879 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,183,892 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,901,450 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,987,879 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,901,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,987,879 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,901,450 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,987,879 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,901,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,429 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,987,879 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,987,879 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $3,768,500 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,506,905 | CostOrOtherBasisAmt |
| Gain Or Loss | $261,595 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $261,595 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $261,595 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $247,185 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,638,903 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09367 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,437 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,137,327 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067578 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $167,371 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,001,692 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $213,156 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,315,026 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.092075 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $240,375 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,476,422 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097065 | DistributionYr5Rt |
| Total Distribution | 0.434003 | TotalDistributionRt |
| Average Distribution | 0.086801 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,982,403 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $258,876 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,451 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $262,327 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $256,156 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,902 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,902 | SubtotalAmt |
| Tax Based On Investment Income | $6,902 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,235 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,235 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $3,667 | TaxDueAmt |
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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Warren Edwards | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
| Marcia King | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
| Mark A King | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres | 2.0 | $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 | $2,750,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $277,016 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,027,820 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,027,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,982,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,902 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,902 | TotalTaxAmt |
| Distributable Before Adj | $142,218 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $142,218 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $142,218 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $256,156 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $256,156 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $256,156 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,218 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $122,574 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $99,111 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,818 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,200 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $117,770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $449,473 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $256,156 | QualifyingDistributionsAmt |
| Applied To Current Year | $142,218 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,938 | RemainingDistriFromCorpusAmt |
| Total Corpus | $563,411 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $122,574 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $440,837 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $99,111 | ExcessFromYear4Amt |
| Excess From Year3 | $68,818 | ExcessFromYear3Amt |
| Excess From Year2 | $41,200 | ExcessFromYear2Amt |
| Excess From Year1 | $117,770 | ExcessFromYear1Amt |
| Excess From Current Year | $113,938 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Marcia King | ContributingManagerNm |
| Contributing Manager | Mark A King | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDRENS MEDICAL CENTER FOUNDATION | |||||||
| 2777 N STEMMONS FWY STE 1700 | DALLAS | TX | 75207 | N/A | PC | General & Unrestricted | $100,000 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | N/A | PC | Charitable Event | $1,000 |
| SAINT MICHAEL AND ALL ANGELS CHURCH | |||||||
| PO BOX 12385 | DALLAS | TX | 75225 | N/A | PC | General & Unrestricted | $13,000 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750402 | DALLAS | TX | 75275 | N/A | PC | to purchase Rotor Gene Real-Time Thermal Cycler | $20,000 |
| SOUTHWESTERN MEDICAL FOUNDATION | |||||||
| 3889 MAPLE AVE STE 100 | DALLAS | TX | 75219 | N/A | PC | General & Unrestricted | $75,000 |
| SOUTHWESTERN MEDICAL FOUNDATION | |||||||
| 3889 MAPLE AVE STE 100 | DALLAS | TX | 75219 | N/A | PC | chronic kidney research fund | $25,000 |
| STATE FAIR OF TEXAS | |||||||
| PO BOX 150009 | DALLAS | TX | 75315 | N/A | PC | Charitable Event | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $236,500 | 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 | $1,112 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,503 | 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $261,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $353,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $353,210 | 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
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES BARCLAYS TIPS BOND FUN | $264,199 | $266,479 |
| ISHARES IBOXX $ HIGH YIELD COR | $261,045 | $267,777 |
| MARKET VECTORS - GOLD MINERS E | $130,242 | $143,531 |
| VANGUARD FTSE EMERGING MARKETS | $265,929 | $286,832 |
| VANGUARD FTSE EUROPEAN ETF | $255,077 | $288,078 |
| VANGUARD FTSE PACIFIC ETF | $259,567 | $277,763 |
| VANGUARD SF REIT ETF | $119,300 | $131,762 |
| VANGUARD SM-CAP ETF | $394,682 | $430,664 |
| VANGUARD TOTAL BOND MARKET ETF | $264,291 | $263,656 |
| VANGUARD TOTAL STOCK MARKET ET | $377,335 | $431,138 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $16,957 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $16,957 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $8,125 | $8,125 | |
| Website Development | $2,699 | $2,699 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2019 | CategoryTxt |
| Amt | $2,500 | Amt |