JOHN & PAMELA BECKERT FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN & PAMELA BECKERT FAMILY FOUNDATION (EIN 75-2769489)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349103865
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases 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 | 2020-11-16T13:09:44-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752689864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABLON AND COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12001 N CENTRAL EXPY STE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75243 | 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 | 752769489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND PAMELA BECKERT | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2143611400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4920 SENECA DRIVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A BECKERT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2143611400 | PhoneNum |
| Signature | 2020-11-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MAGERS | PreparerPersonNm |
| PTIN | P00552895 | PTIN |
| Phone | 2143611400 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.203.179.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 13:09:44 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6477ABBA2F4B06E78F647D7C35D1B2DE2B3C7D77 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 35A88FFA34D129B8A71BECA611660BAEE6418478 | 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 | $1,891,815 | 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 | $56,003 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,003 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $498,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,504 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $61,182 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $61,182 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $151,689 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,689 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,150 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $229 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $229 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $67,521 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $67,521 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $71,900 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,917 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,917 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,817 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,917 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,128 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,789 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,372 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,508 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,160,403 | CorporateStockBOYAmt |
| Corporate Stock EOY | $962,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,316,606 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $391,853 | OtherAssetsBOYAmt |
| Other Assets EOY | $566,701 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $566,701 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,564,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,537,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,891,815 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,500 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $3,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,561,128 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,537,435 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,561,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,537,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,564,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,537,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,561,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,128 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,541,000 | SubtotalAmt |
| Other Decreases | $3,565 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,537,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BROKERAGE ACCT | P | $498,704 | $464,205 | $34,499 | $34,499 |
| FROM PARTNERSHIP | P | $5 | $5 | $5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,504 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $34,504 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $88,530 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,090,459 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042350 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $89,782 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,898,423 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047293 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $91,840 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,632,715 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056250 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,411 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,688,380 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035188 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,843 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,440,864 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035286 | DistributionYr5Rt |
| Total Distribution | 0.216367 | TotalDistributionRt |
| Average Distribution | 0.043273 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,982,690 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,797 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $798 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,595 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $99,917 | 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 | $798 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $798 | SubtotalAmt |
| Tax Based On Investment Income | $798 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,913 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,913 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,115 | OverpaymentAmt |
| Applied To ES Tax | $8,115 | AppliedToESTaxAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN A BECKERT | IndividualWithBooksNm |
| Phone | 2143611400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4920 SENECA | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75209 | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOHN A BECKERT | ||||||||
| 4920 SENECA | DALLAS | TX | 75209 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| PAMELA BECKERT | ||||||||
| 4920 SENECA | DALLAS | TX | 75209 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| BETSY BECKERT | ||||||||
| 4920 SENECA | DALLAS | TX | 75209 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JOHN BRENT BECKERT | ||||||||
| 4920 SENECA | DALLAS | TX | 75209 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,552,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $453,492 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,012,883 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,012,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,193 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,982,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $798 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $798 | TotalTaxAmt |
| Distributable Before Adj | $98,337 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $98,337 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $98,337 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,917 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $99,917 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $798 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,119 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,337 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,522 | UndistributedIncomePYAmt |
| Qualifying Distributions | $99,917 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,522 | AppliedToYear1Amt |
| Applied To Current Year | $93,395 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,942 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ACTIVE HEROES INC | |||||||||
| 5807 BARDSTOWN RD | LOUISVILLE | KY | 40291 | NONE | PUBLIC CHAR | OPERATING FUNDS | $270 | ||
| BLACK TIE DINNER INC | |||||||||
| 3824 CEDAR SPRINGS | DALLAS | TX | 75219 | NONE | PUBLIC CHAR | OPERATING FUNDS | $5,000 | STE 335 | |
| BLAINE COUNTY RECREATIONAL DISTR | |||||||||
| 1050 FOX ACRES RD STE 107 | HAILEY | ID | 83333 | NONE | PUBLIC CHARI | OPERATING FUNDS | $1,000 | ||
| BOYS AND GIRLS CLUBS OF AMERICA | |||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | ||
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||||
| 109 WATER ST | NEW YORK | NY | 10038 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | 22ND FLOOR | |
| COMMIT PARTNERSHIP | |||||||||
| 3800 MAPLE AVE | DALLAS | TX | 75219 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | STE 800 | |
| COMMUNITY LIBRARY | |||||||||
| 415 SPRUCE AVE NORTH | KETCHUM | ID | 83340 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | ||
| CROSSROADS COMMUNITY SERVICE | |||||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75236 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | ||
| DALLAS CONTEMPORARY | |||||||||
| 161 GLASS ST | DALLAS | TX | 75207 | NONE | PUBLIC CHARI | OPERATING FUNDS | $500 | ||
| DALLAS FOUNDATION | |||||||||
| 3963 MAPLE AVE | DALLAS | TX | 75219 | NONE | PUBLIC CHAR | OPERATING FUNDS | $500 | STE 390 | |
| DALLAS HOLOCAUST MUSEUM | |||||||||
| 300 N HOUSTON ST | DALLAS | TX | 75202 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | ||
| DALLAS METROPLEX MUSICIANS ASSN | |||||||||
| P O BOX 763785 | DALLAS | TX | 75376 | NONE | PUBLIC CHAR | OPERATING FUNDS | $500 | ||
| DALLAS MORNING NEWS CHARITIES | |||||||||
| 5500 CARUTH HAVEN LN | DALLAS | TX | 75225 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | (COMMUNITIES FDN OF TEXAS) | |
| DALLAS MUSEUM OF ART | |||||||||
| 1717 N HARWOOD | DALLAS | TX | 75201 | NONE | PUBLIC CHARI | OPERATING FUNDS | $1,000 | ||
| FROM PASSTHROUGH ENTITIES | |||||||||
| 4920 SENECA DR | DALLAS | TX | 75209 | NONE | PUBLIC CHAR | UNKNOWN | $229 | ||
| HOCKADAY SCHOOL | |||||||||
| 11600 WELCH RD | DALLAS | TX | 75229 | NONE | EDUC INSTITN | OPERATING FUNDS | $100 | ||
| HUNGER COALITION | |||||||||
| 121 HONEYSUCKLE ST | BELLEVUE | ID | 83313 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | ||
| KERA | |||||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | NONE | PUBLIC CHARI | OPERATING FUNDS | $1,500 | ||
| LITERACY ARCHIVES | |||||||||
| 4144 N CENTRAL EXPY | DALLAS | TX | 75204 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,250 | STE 702 | |
| MPOWER NOW | |||||||||
| 1266 W PACES FERRY RD | ATLANTA | GA | 30327 | NONE | PUBLIC CHAR | OPERATING FUNDS | $5,000 | STE 110 | |
| NASHER SCULPTURE CENTER | |||||||||
| 2001 FLORA ST | DALLAS | TX | 75201 | NONE | PUBLIC CHAR | OPERATING FUNDS | $428 | ||
| NORTH TEXAS FOOD BANK | |||||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | NONE | PUBLIC CHARI | OPERATING FUNDS | $350 | ||
| PANCREATIC CANCER ACTION NETWK | |||||||||
| 1500 ROSECRANS AVE | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHAR | OPERATING FUNDS | $250 | STE 200 | |
| PLANNED PARENTHOOD | |||||||||
| 9100 N CENTRAL EXPY | DALLAS | TX | 75231 | NONE | PUBLIC CHARI | OPERATING FUNDS | $51,100 | STE 169 | |
| SENIOR SOURCE | |||||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | PUBLIC CHAR | OPERATING FUNDS | $4,450 | ||
| SHARE OUR STRENGTH | |||||||||
| 1030 15TH ST NW STE 1100W | WASHINGTON | DC | 20005 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,600 | (NO KID HUNGRY) | |
| SHARING LIFE OUTREACH | |||||||||
| 3544 E EMPORIUM CIRCLE | MESQUITE | TX | 75150 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | ||
| SUN VALLEY CTR FOR THE ARTS | |||||||||
| 191 5TH ST E | KETCHUM | ID | 83340 | NONE | PUBLIC CHAR | OPERATING FUNDS | $750 | ||
| SUN VALLEY MUSIC FESTIVAL | |||||||||
| P O BOX 1914 | SUN VALLEY | ID | 83353 | NONE | PUBLIC CHARI | OPERATING FUNDS | $5,040 | ||
| SUN VALLEY WRITERS CONFERENCE | |||||||||
| P O BOX 957 | KETCHUM | ID | 83340 | NONE | PUBLIC CHARI | OPERATING FUNDS | $4,100 | ||
| TEXAS CIVIL RIGHTS PROJECT | |||||||||
| 1405 MONTOPOLIS DR | AUSTIN | TX | 78741 | NONE | PUBLIC CHAR | OPERATING FUNDS | $2,500 | ||
| TEXAS TRIBUNE | |||||||||
| 919 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | 6TH FL | |
| TEXAS WOMENS FDN | |||||||||
| 8150 N CENTRAL EXPY | DALLAS | TX | 75206 | NONE | PUBLIC CHAR | OPERATING FUNDS | $500 | STE 110 | |
| UPLIFT EDUCATION | |||||||||
| 1825 MARKET CTR BLVD | DALLAS | TX | 75207 | NONE | PUBLIC CHARI | OPERATING FUNDS | $2,000 | STE 500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,917 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,003 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $61,182 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $151,689 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,689 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $3,150 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS SECURITIES | StockNm |
| EOY Book Value | $962,226 | EOYBookValueAmt |
| EOYFMV | $1,316,606 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERAL INCOME TAX PREPAID | $9,552 | $8,913 | $8,913 |
| PARTNERSHIP CAPITAL ACCOUNT | $288,509 | $304,747 | $304,747 |
| PARTNERSHIP CAPITAL ACCOUNT | $93,792 | $103,041 | $103,041 |
| PARTNERSHIP CAPITAL ACCOUNT | $150,000 | $150,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR INVESTMENT TAX | $639 |
| NONDEDUCTIBLE FROM PASSTHROUGH ENTITY | $2,926 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $7,549 | $7,549 |
| PARTNERSHIP DEDUCTIONS | $26,882 | $26,882 |
| PARTNERSHIP DEDUCTIONS | $33,090 | $33,090 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $61,182 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $61,182 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENDING TRANSACTIONS | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $229 | Amt |
| Net Investment Income | $229 | NetInvestmentIncomeAmt |