SAENZ FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAENZ FAMILY FOUNDATION (EIN 83-2521180)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-17
- IRS object ID
- 202001699349100900
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-17T08:23:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461645526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANCE BIGELOW & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 E LAS COLINAS BLVD SUITE 1290 | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75039 | 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 | 832521180 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAENZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAEN | BusinessNameControlTxt |
| Phone | 9725561190 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5946 PARK LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HERNAN JF SAENZ III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9725561190 | PhoneNum |
| Signature | 2020-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK BIGELOW | PreparerPersonNm |
| PTIN | P00531777 | PTIN |
| Phone | 9725561190 | PhoneNum |
| Preparation | 2020-06-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.201.90.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-10 | IPDt |
| IP Tm | 11:42:45 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0392FD24F3CAFE6C1B013A0B78750447691A3B49 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 73271E00EE5B371E0C9C3810321258A0EC0D51A9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,651,030 | 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 | $707,194 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $20,947 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,680 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,116 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $772,935 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $463,359 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $768,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $484,039 | 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 |
| Legal Fees Rev And Expnss | $14,039 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,039 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,368 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,368 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,285 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,285 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,285 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,392 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,285 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $714,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $481,754 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,871 | CashBOYAmt |
| Cash EOY | $5,453 | CashEOYAmt |
| Cash EOYFMV | $5,453 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $42,147 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,147 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $571,755 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,351,678 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,597,888 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,542 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,542 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $695,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,404,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,651,030 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $695,626 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,404,820 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $695,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,404,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $695,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,404,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $695,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $714,865 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15 | OtherIncreasesAmt |
| Subtotal | $1,410,506 | SubtotalAmt |
| Other Decreases | $5,686 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,404,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOUBLELINE TOTAL RETURN | P | 2019-01-16 | 2019-05-29 | $27,492 | $27,000 | $492 | $492 |
| SCHWAB US BROAD MARKET | P | 2019-01-16 | 2019-05-23 | $15,089 | $14,424 | $665 | $665 |
| WISDOMTREE US QLT | P | 2019-02-28 | 2019-05-29 | $22,350 | $23,070 | -$720 | -$720 |
| MICROSOFT CORP | D | 2018-12-07 | 2019-01-08 | $5,357 | $1,299 | $4,058 | $4,058 |
| MICROSOFT CORP | D | 2018-12-07 | 2019-01-08 | $35,849 | $8,630 | $27,219 | $27,219 |
| MICROSOFT CORP | D | 2018-12-07 | 2019-01-16 | $5,051 | $1,118 | $3,933 | $3,933 |
| MICROSOFT CORP | D | 2018-12-07 | 2019-01-16 | $15,995 | $3,680 | $12,315 | $12,315 |
| MICROSOFT CORP | D | 2018-12-07 | 2019-01-16 | $52,616 | $12,894 | $39,722 | $39,722 |
| MICROSOFT CORP | D | 2018-12-07 | 2019-02-07 | $34,737 | $7,686 | $27,051 | $27,051 |
| MICROSOFT CORP | D | 2018-12-07 | 2019-02-28 | $50,585 | $10,481 | $40,104 | $40,104 |
| MICROSOFT CORP | D | 2018-12-07 | 2019-03-19 | $20,232 | $4,006 | $16,226 | $16,226 |
| MICROSOFT CORP | D | 2018-12-07 | 2019-03-19 | $3,294 | $552 | $2,742 | $2,742 |
| MICROSOFT CORP | D | 2018-12-07 | 2019-04-03 | $11,946 | $1,970 | $9,976 | $9,976 |
| AMGEN INC | D | 2011-07-15 | 2019-09-12 | $57,672 | $16,215 | $41,457 | $41,457 |
| AMGEN INC | D | 2016-01-27 | 2019-09-12 | $39,100 | $29,981 | $9,119 | $9,119 |
| APPLE INC | D | 2015-07-22 | 2019-09-12 | $29,291 | $16,223 | $13,068 | $13,068 |
| APPLE INC | D | 2015-09-23 | 2019-09-12 | $38,304 | $19,451 | $18,853 | $18,853 |
| APPLE INC | D | 2015-12-29 | 2019-09-12 | $40,557 | $19,431 | $21,126 | $21,126 |
| BLACKSTONE GROUP | D | 2017-11-27 | 2019-09-12 | $52,730 | $31,181 | $21,549 | $21,549 |
| CORNING | D | 2013-02-21 | 2019-09-12 | $14,997 | $6,256 | $8,741 | $8,741 |
| CORNING | D | 2013-02-22 | 2019-09-12 | $2,999 | $1,259 | $1,740 | $1,740 |
| CORNING | D | 2013-02-22 | 2019-09-12 | $11,997 | $5,038 | $6,959 | $6,959 |
| EVERSOUCE ENERGY | D | 2013-12-10 | 2019-09-12 | $64,565 | $31,985 | $32,580 | $32,580 |
| MICROSOFT CORP | D | 2009-01-13 | 2019-09-12 | $13,776 | $1,970 | $11,806 | $11,806 |
| MICROSOFT CORP | D | 2009-01-13 | 2019-09-12 | $37,472 | $5,358 | $32,114 | $32,114 |
| MICROSOFT CORP | D | 2009-03-16 | 2019-09-12 | $17,634 | $2,155 | $15,479 | $15,479 |
| MICROSOFT CORP | D | 2009-03-16 | 2019-09-12 | $51,248 | $6,263 | $44,985 | $44,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $463,359 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $677,393 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,149,091 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,818 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,818 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,107 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,818 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,818 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,818 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $37 | EsPenaltyAmt |
| Overpayment | $645 | OverpaymentAmt |
| Applied To ES Tax | $645 | 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 | 0 | 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 | HERNAN JF SAENZ III | IndividualWithBooksNm |
| Phone | 9725561190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5946 PARK LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| HERNAN JF SAENZ III | ||||||||
| 5946 PARK LANE | DALLAS | TX | 75225 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SILVIA E CESPEDES | ||||||||
| 5946 PARK LANE | DALLAS | TX | 75225 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $1,080,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,739 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,166,590 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,166,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,149,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,455 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,818 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,818 | TotalTaxAmt |
| Distributable Before Adj | $52,637 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,637 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,637 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,107 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,818 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,289 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,637 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,530 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HERNAN JF SAENZ III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| NASHER SCULPTER CENTER | |||||
| 2001 FLORA ST | DALLAS | TX | 75201 | SUPPORT OF ARTISTIC ENDEAVORS | $5,000 |
| THE LAMPLIGHTER SCHOOL | |||||
| 11611 INWOOD RD | DALLAS | TX | 75229 | SUPPORT OF EDUCATION | $2,500 |
| ST MARKS SCHOOL | |||||
| 10600 PRESTON RD | DALLAS | TX | 75230 | SUPPORT OF EDUCATION | $2,500 |
| WORLD AFFAIRS COUNCIL | |||||
| 325 N SAINT PAUL ST STE 4200 | DALLAS | TX | 75201 | SUPPORT OF INTERNATIONAL EDUCATION | $2,500 |
| DALLAS THEATER CENTER | |||||
| 2400 FLORA ST | DALLAS | TX | 75201 | SUPPORT OF THE ARTS | $15,000 |
| CHILDREN'S MEDICAL CENTER FOUNDATION | |||||
| 2777 NORTH STEMMONS FRWY STE 1700 | DALLAS | TX | 75207 | SUPPORT OF CHILDREN'S HEALTHCARE | $5,000 |
| CONNECTICUT RIVERS COUNCIL | |||||
| 60 DARLIN ST | EAST HARTFORD | CT | 06108 | SUPPORT OF THE BOY SCOUTS OF AMERICA | $1,000 |
| STAR SPONSORSHIP PROGRAM | |||||
| 6707 BRENTWOOD STAIR RD | FORT WORTH | TX | 76112 | SUPPORT OF EDUCATION | $2,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,947 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,116 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,063 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,063 | 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 |
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 | HERNAN JF SAENZ III | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5946 PARK LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $707,194 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $707,194 | FairMarketValueAmt |
| Received | 2019-09-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,368 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,368 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $1,351,678 | EOYBookValueAmt |
| EOYFMV | $1,597,888 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,039 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,039 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PREPAID FIT | $5,500 | $5,500 |
| DIVIDENDS RECEIVABLE | $42 | $42 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR FIT | Desc |
| Amt | $5,686 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT TO CASH | Desc |
| Amt | $15 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $2,285 | Amt |
| Net Investment Income | $2,285 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |