BYRNE FAMILY FOUNDATION TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BYRNE FAMILY FOUNDATION TRUST (EIN 83-0768784)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-07
- IRS object ID
- 202002819349101000
- 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 Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-07T06:13:37-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900525804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVILLE DODGEN AND COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET SUITE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 | 830768784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRNE FAMILY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BYRN | BusinessNameControlTxt |
| Phone | 2149229727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL ST STE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER BYRNE KOOPMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2149229727 | PhoneNum |
| Signature | 2020-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA BERLEY CPA | PreparerPersonNm |
| PTIN | P00432092 | PTIN |
| Phone | 2149229727 | PhoneNum |
| Preparation | 2020-10-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.0.252.36 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-07 | IPDt |
| IP Tm | 06:13:32 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Federal Original Submission Id | 80494820202800324e07 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B373420AFE7969CB1EA923CF9A9AD46BA10E8A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 08FBEF793E62D375439B34D64E0CD40CF9B8EC32 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,161,636 | 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 | $6,838,727 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $43 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $257,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,414 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $394,174 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,351,810 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $394,174 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $681,640 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $664,844 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,171,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,316,475 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $406 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $406 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $143,127 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,020 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $101,107 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,258 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,123 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,123 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,592 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,592 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $225,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $149,728 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $501,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $501,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $726,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $650,728 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,445,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,268,955 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$5 | CashEOYAmt |
| Cash EOYFMV | -$5 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,442,559 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,015,484 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,015,484 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $729,740 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,445 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $729,740 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $729,740 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,734,770 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,656,474 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,416,417 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,760,427 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,941,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,401,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,161,636 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $15,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $15 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,015 | 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 | $19,941,186 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,386,678 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,941,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,386,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,941,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,401,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,941,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,445,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,386,678 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,386,678 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING #4453 - SEE ATTACHED | P | 2018-08-21 | 2019-09-16 | $267,000 | $266,867 | $133 | $133 |
| WESTWOOD #9011 - SEE ATTACHED | P | 2019-01-14 | 2019-12-09 | $486,762 | $519,034 | -$32,272 | -$32,272 |
| WESTWOOD #9011 - SEE ATTACHED | P | 2018-06-26 | 2019-08-12 | $159,307 | $175,648 | -$16,341 | -$16,341 |
| WESTWOOD #9011 - SEE ATTACHED | P | 2019-01-28 | 2019-02-28 | $848,605 | $840,270 | $8,335 | $8,335 |
| WESTWOOD #9011 - SEE ATTACHED | P | 2018-06-02 | 2019-10-31 | $156,560 | $155,816 | $744 | $744 |
| WESTWOOD TRUST SHORT TERM | P | $113,594 | $113,594 | $113,594 | |||
| WESTWOOD TRUST LONG TERM | P | $314,634 | $314,634 | $314,634 | |||
| ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP | P | 2018-01-01 | 2019-12-31 | $20 | $20 | $20 | |
| ROCK BLUFF HIGH YIELD PARTNERSHIP | P | 2018-01-01 | 2019-12-31 | $95 | $95 | $95 | |
| ROCK BLUFF STRATEGIC FIXED INCOME PARTNERSHIP | P | 2018-01-01 | 2019-12-31 | $1 | -$1 | -$1 | |
| CAPITAL GAINS DIVIDENDS | P | $5,233 | $5,233 | $5,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $394,174 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $89,657 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $447,814 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,429,218 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036029 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $400,605 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,755,830 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069600 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $220,239 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,475,532 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063368 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $155,104 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,747,685 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088748 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,831 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,802,703 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049831 | DistributionYr5Rt |
| Total Distribution | 0.307576 | TotalDistributionRt |
| Average Distribution | 0.061515 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,897,831 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,285,530 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,690 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,298,220 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $650,728 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,379 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,379 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,006 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,006 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,373 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | SAVILLE DODGEN CO | IndividualWithBooksNm |
| Phone | 2149229727 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET STE 1100 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| J TIMOTHY BYRNE | ||||||||
| 700 N PEARL ST STE 1100 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MELANIE BYRNE | ||||||||
| 700 N PEARL ST STE 1100 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JORDAN BYRNE BRAINERD | ||||||||
| 700 N PEARL ST STE 1100 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEATHER BYRNE KOOPMAN | ||||||||
| 700 N PEARL ST STE 1100 | DALLAS | TX | 75201 | TRUSTEE | 20.00 | $37,500 | $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 | $12,560,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,863,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,791,688 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,216,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,216,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $318,241 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,897,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,044,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,044,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,379 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,924 | IncomeTaxAmt |
| Total Tax | $27,303 | TotalTaxAmt |
| Distributable Before Adj | $1,017,589 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,017,589 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,017,589 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $650,728 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $650,728 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $650,728 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,017,589 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $10,760 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $10,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $650,728 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $650,728 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,760 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,760 | 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 | $356,101 | 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 | J TIMOTHY BYRNE | ContributingManagerNm |
| Contributing Manager | MELANIE BYRNE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AT LAST | ||||||
| 405 E OVERTON ROAD | DALLAS | TX | 75216 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $25,000 |
| CHILD POVERTY ACTION LAB | ||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | 501(C)(3) | POVERTY | $10,000 |
| COMMIT | ||||||
| 3800 MAPLE AVENUE SUITE 800 | DALLAS | TX | 75219 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $75,000 |
| DALLAS 24 HOUR CLUB | ||||||
| 4636 ROSS AVENUE | DALLAS | TX | 75204 | 501(C)(3) | HEALTH | $1,000 |
| DALLAS FOUNDATION | ||||||
| 3963 MAPLE AVE STE 390 | DALLAS | TX | 75219 | 501(C)(3) | FAMILY SERVICES | $25,000 |
| EATS PARK CITY | ||||||
| PO BOX 682896 | PARK CITY | UT | 84068 | 501(C)(3) | HEALTH | $500 |
| KIPP DALLAS-FT WORTH | ||||||
| PO BOX 674443 | DALLAS | TX | 752674443 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 |
| LUMIN EDUCATION | ||||||
| 924 WAYNE ST | DALLAS | TX | 75223 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $25,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $1,000 |
| NORTH TEXAS FOOD BANK | ||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | 501(C)(3) | POVERTY | $5,000 |
| OPERATION KINDNESS | ||||||
| 3201 EARHART DRIVE | CARROLLTON | TX | 75006 | 501(C)(3) | ANIMALS | $20,000 |
| PARK CITY COMMUNITY FOUNDATION | ||||||
| 1918 PROSPECTOR AVE | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $7,500 |
| PARK CITY EDUCATION FOUNDATION | ||||||
| 1821 SIDEWINDER DR 4 | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 |
| PC READS | ||||||
| 1109 FOXCREST DRIVE | PARK CITY | UT | 84098 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $1,000 |
| PARLEY'S PARK ELEMENTARY PTA | ||||||
| 4600 SILVER SPRINGS DRIVE | PARK CITY | UT | 84098 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $1,000 |
| PUBLIC RADIO INTERNATIONAL (PRI) | ||||||
| 15 S 5TH STREET SUITE 1020 | MINNEAPOLIS | MN | 55402 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $10,000 |
| SPAY NEUTER NETWORK | ||||||
| 3117 E SEMINARY DR | FORT WORTH | TX | 76119 | 501(C)(3) | ANIMALS | $9,000 |
| STAND FOR CHILDREN DALLAS | ||||||
| 1800 N LAMAR ST | DALLAS | TX | 75202 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 |
| SUMMIT LAND CONSERVANCY | ||||||
| 1665 BONANZA DR | PARK CITY | UT | 84060 | 501(C)(3) | DISASTER RELIEF, ENVIRONMENT | $2,500 |
| TEACH FOR AMERICA - DALLAS-FORT WORTH | ||||||
| 600 N PEARL ST STE 2300 | DALLAS | TX | 75201 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $40,000 |
| TEACHING TRUST | ||||||
| 1349 EMPIRE CENTRAL DR STE 400 | DALLAS | TX | 75207 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $25,000 |
| TEXAS 2036 | ||||||
| 3963 MAPLE AVE STE 290 | DALLAS | TX | 752193209 | 501(C)(3) | PUBLIC POLICY | $25,000 |
| TEXAS CIVIL RIGHTS PROJECT | ||||||
| 1405 MONTOPOLIS DR | AUSTIN | TX | 78741 | 501(C)(3) | FAMILY SERVICES | $5,000 |
| THE BRIDGE | ||||||
| 1818 CORSICANA STREET | DALLAS | TX | 75201 | 501(C)(3) | POVERTY | $5,000 |
| UNITED TO LEARN | ||||||
| 5310 HARVEST HILL ROAD STE 190 | DALLAS | TX | 75230 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 |
| UTAH OLYMPIC LEGACY FOUNDATION | ||||||
| 3419 OLYMPIC PARKWAY PO BOX 980337 | PARK CITY | UT | 84098 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $2,500 |
| WEILENMANN SCHOOL OF DISCOVERY | ||||||
| 4199 KILBY RD | PARK CITY | UT | 84098 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $15,000 |
| YEAR UP | ||||||
| 701 ELM STREET STE 400 | DALLAS | TX | 75202 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $501,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,414 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $681,640 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $394,174 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $681,640 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $651,631 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,333,271 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| J TIMOTHY BYRNE | |||||||
| 1 | 2000 MCKINNEY AVENUE SUITE 1000 | DALLAS | TX | 75201 | $4,510,389 | Yes (X) | |
| J TIMOTHY BYRNE | |||||||
| 2 | 2000 MCKINNEY AVENUE SUITE 1000 | DALLAS | TX | 75201 | $2,328,338 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | STOCKS | NoncashPropertyDesc |
| Fair Market Value | $3,638,150 | FairMarketValueAmt |
| Received | 2019-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $5,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PERSHING INVESTMENT ACCOUNT (#4610) | $2,580,750 | $3,842,303 |
| PERSHING BOND ACCOUNT (#4453) | $2,508,271 | $2,539,257 |
| WESTWOOD ACCOUNT (#9011) | $9,567,453 | $10,034,857 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $406 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $406 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $2,869 | $0 | $0 | $2,869 |
| PAYROLL FEES | $1,723 | $0 | $0 | $1,723 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP | $259,547 | $259,548 | $0 |
| ROCK BLUFF HIGH YIELD PARTNERSHIP | -$43,256 | -$48,863 | $0 |
| ROCK BLUFF INTERNATIONAL EQUITY PARTNERSHIP | $132,434 | $132,434 | $0 |
| ROCK BLUFF STRATEGIC FIXED INCOME PARTNERSHIP | $109,000 | $108,943 | $0 |
| WESTWOOD | $223,915 | $223,915 | $0 |
| UNRELATED BUSINESS TAXABLE INCOME | $0 | -$11,133 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INCOME | Desc |
| BOY Book Value | $15 | BOYBookValueAmt |
| EOY Book Value | $15 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AGENCY FEES | $37,977 | $37,977 | $0 | $0 |
| CHARITABLE ADMINISTRATION FEES | $101,107 | $0 | $0 | $101,107 |
| MANAGEMENT FEES | $4,043 | $4,043 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $28,258 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |