HIRSCH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCH FAMILY FOUNDATION (EIN 20-1225862)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202023099349100647
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-04T14:54:16-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 DALLAS PARKWAY SUITE 300 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75093 | 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 | 201225862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRSCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIRS | BusinessNameControlTxt |
| Phone | 2142455000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CRESCENT COURT SUITE 550 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SUSSMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2142455000 | PhoneNum |
| Signature | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN ADAMS | PreparerPersonNm |
| PTIN | P00746628 | PTIN |
| Phone | 9727480300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.218.198.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-04 | IPDt |
| IP Tm | 14:53:04 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | 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 | $44,238,876 | 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 |
| Interest On Sav Rev And Expnss | $62,886 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62,886 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $648,934 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $648,934 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,137,301 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $2,137,301 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $419,972 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $419,972 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,269,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,269,093 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $121,128 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $121,128 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,000,860 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000,860 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $129,474 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $129,474 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $207,687 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $207,687 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,407 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,407 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $668,760 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $668,760 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,130,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,130,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,135,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,135,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,265,816 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,130,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,135,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,996,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,138,777 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,896,239 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,613,964 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,613,964 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $31,571,427 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,859,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,622,958 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,220 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,266 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,360 | LandBOYAmt |
| Land EOY | $1,954 | LandEOYAmt |
| Land EOYFMV | $1,954 | LandEOYFMVAmt |
| Total Assets BOY | $34,472,026 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,475,270 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,238,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $34,472,026 | CapitalStockBOYAmt |
| Capital Stock EOY | $31,475,270 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,472,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,475,270 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,472,026 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,475,270 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,472,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,996,723 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,475,303 | SubtotalAmt |
| Other Decreases | $33 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,475,270 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|
| FIDELITY 2657 | 2019-12-31 | -$71,516 | -$71,516 | |
| FIDELITY 3586 | 2019-12-31 | -$43,018 | -$43,018 | |
| FIDELITY 4515 | 2019-12-31 | $85,188 | $85,188 | |
| HP LUND | 2019-12-31 | $28,250 | $28,250 | P |
| HP LUND | 2019-12-31 | $1,218,939 | $1,218,939 | P |
| BREACH INLET | 2019-12-31 | -$14,007 | -$14,007 | P |
| BREACH INLET | 2019-12-31 | $199,184 | $199,184 | P |
| CHAMBERS ENERGY II | 2019-12-31 | -$443 | -$443 | P |
| MHC MUTUAL | 2019-12-31 | $2,773 | $2,773 | P |
| MHC MUTUAL | 2019-12-31 | $17,287 | $17,287 | P |
| HP FIBERS | 2019-12-31 | -$122 | -$122 | P |
| HP INK | 2019-12-31 | $128,300 | $128,300 | P |
| CHAMBER ENERGY II | 2019-12-31 | $9,653 | $9,653 | P |
| HP KERNEL | 2019-12-31 | $13 | $13 | P |
| YOST OFFSHORE FUND | 2019-12-31 | $576,820 | $576,820 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,137,301 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $102,217 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,274,130 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,007,560 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104228 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,055,598 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,642,731 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.156707 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,668,829 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,770,071 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.105517 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,586,903 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,070,123 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.115445 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,461,584 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $32,657,589 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105996 | DistributionYr5Rt |
| Total Distribution | 0.587893 | TotalDistributionRt |
| Average Distribution | 0.117579 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $44,337,506 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,213,160 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,388 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,224,548 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,135,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,776 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,776 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,776 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $33,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,224 | OverpaymentAmt |
| Applied To ES Tax | $10,224 | 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 | 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 | ROBERT SUSSMAN | IndividualWithBooksNm |
| Phone | 2142455000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CRESCENT COURT SUITE 550 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| LAURENCE HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SUSAN HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DARIA LEE HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| BRADFORD HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARGARET HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| ROBERT SUSSMAN | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | TREASURER | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHLANDER PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CRESCENT COURT SUITE 550 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT AND MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $986,874 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $41,755,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,255,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,954 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,012,696 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,012,696 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $675,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,337,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,216,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,216,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,776 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,465 | IncomeTaxAmt |
| Total Tax | $27,241 | TotalTaxAmt |
| Distributable Before Adj | $2,189,634 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,189,634 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,189,634 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,135,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,135,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,135,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,189,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,905,349 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,040,191 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,962,667 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,341,129 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,413,439 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,662,775 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,135,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,189,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,945,866 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,608,641 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,905,349 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,703,292 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,040,191 | ExcessFromYear4Amt |
| Excess From Year3 | $1,962,667 | ExcessFromYear3Amt |
| Excess From Year2 | $4,341,129 | ExcessFromYear2Amt |
| Excess From Year1 | $2,413,439 | ExcessFromYear1Amt |
| Excess From Current Year | $1,945,866 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURENCE HIRSCH | ContributingManagerNm |
| Contributing Manager | SUSAN HIRSCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF AMERICA | |||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | 2019 PROGRAM | $25,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PURTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PC | 2019 HOLIDAY CONTRIBUTION | $5,000 |
| CATTLE BARON'S BALL | |||||||
| 30 HIGHLAND PARK VLG STE 216 | DALLAS | TX | 75205 | NONE | PC | 2019 CONTRIBUTION | $10,000 |
| CENTER FOR EUROPEAN POLICY ANALYSIS | |||||||
| 1225 19TH STREET NW SUITE 450 | WASHINGTON | DC | 20036 | NONE | PC | 1ST SEMI ANNUAL PAYMENT 2019 | $325,000 |
| COMMIT | |||||||
| 3936 MAPLE AVENUE SUITE 290 | DALLAS | TX | 75219 | NONE | PC | ONE TIME GIFT - DATA & ANALYTICS SUPPORT | $100,000 |
| COMMUNITIES IN SCHOOLS | |||||||
| 1341 W MOCKINGBIRD LN STE 1000E | DALLAS | TX | 75247 | NONE | PC | 2019 CONTRIBUTION | $65,000 |
| CRYSTAL CHARITY BALL | |||||||
| 30 1/2 HIGHLAND PARK VILLAGE | DALLAS | TX | 75205 | NONE | PC | 2019 GIFT | $25,000 |
| DALLAS CASA | |||||||
| 2757 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | FINAL INSTALLMENT OF FIVE-YEAR PLEDGE | $50,000 |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 211 N RECORD ST STE 100 | DALLAS | TX | 75202 | NONE | PC | HOPE FOR HUMANITY EVENT | $5,500 |
| DALLAS SUMMER MUSICALS | |||||||
| 901 1ST AVE | DALLAS | TX | 75210 | NONE | PC | ANNUAL CONTRIBUTION | $25,000 |
| DC CENTRAL KITCHEN | |||||||
| 425 2ND ST NW | WASHINGTON | DC | 20001 | NONE | PC | 2019 CONTRIBUTION | $25,000 |
| DUKE UNIVERSITY - FUQUA SCHOLARSHIP | |||||||
| 100 FUQUA DRIVE BOX 90120 | DURHAM | NC | 277080120 | NONE | PC | 3RD INSTALLMENT OF 5-YEAR PLEDGE | $30,000 |
| EDCI | |||||||
| 107 N DRIVER ST 3RD FLOOR | DURHAM | NC | 27703 | NONE | PC | 3RD INSTALLMENT OF 3-YEAR PLEDGE | $100,000 |
| FAMILY GATEWAY | |||||||
| 3000 SAN JACINTO | DALLAS | TX | 752045743 | NONE | PC | 1ST INSTALLMENT OF TWO-YEAR PLEDGE | $65,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | 2019 HOLIDAY CONTRIBUTION | $5,000 |
| GREEN CITY FORCE | |||||||
| 630 FLUSHING AVE 8TH FLOOR | BROOKLYN | NY | 11206 | NONE | PC | 2019 CONTRIBUTION | $25,000 |
| INTERNATIONAL RESCUE COMMITTEE DALLAS | |||||||
| 6500 GREENVILLE AVE STE 500 | DALLAS | TX | 75206 | NONE | PC | 2019 DONATION | $50,000 |
| LIFT | |||||||
| 1610 S MALCOLM X BLVD SUITE 320 | DALLAS | TX | 75226 | NONE | PC | THE POWER OF PARENTS - THIRD & FINAL INSTALLMENT | $200,000 |
| LITERACY ACHIEVES | |||||||
| 629 N PEAK ST | DALLAS | TX | 75246 | NONE | PC | 2019 WINGS OF SPRING BENEFIT | $15,000 |
| NATIONAL WOMEN'S LAW CENTER | |||||||
| 2055 L ST NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PC | 2019 ANNUAL EVENT | $25,000 |
| NEW PROFIT | |||||||
| 200 CLARENDON STREET 44TH FLOOR | BOSTON | MA | 02116 | NONE | PC | 2019 COLLEGE ACCESS & LEARNING LAB | $50,000 |
| NEW YORK UNIVERSITY | |||||||
| 70 WASHINGTON SQ S | NEW YORK | NY | 10012 | NONE | PC | 2019 CONTRIBUTION | $50,000 |
| NOLS | |||||||
| 2210 SOUTH PEABODY STREET | PORT ANGELES | WA | 98362 | NONE | PC | 2ND INSTALLMENT OF FIVE-YEAR PLEDGE | $100,000 |
| NORTH TEXAS FOOD BANK | |||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PC | GENERAL OPERATIONS 4TH INSTALLMENT OF 5-YEAR PLEDGE | $100,000 |
| RAICES | |||||||
| 1910 PACIFIC AVE STE 5045 | DALLAS | TX | 75201 | NONE | PC | REFUGEE AID PROJECT | $50,000 |
| SANTA FE OPERA | |||||||
| 301 OPERA DR | SANTE FE | NM | 87506 | NONE | PC | 2019 CONTRIBUTION | $10,000 |
| SMITHSONIAN INSTITUTION | |||||||
| 1000 JEFFERSON DR SW | WASHINGTON | DC | 20560 | NONE | PC | 3RD INSTALLMENT OF THREE-YEAR PLEDGE (HIRSHORN) | $50,000 |
| ST MARK'S SCHOOL OF TEXAS | |||||||
| 10600 PRESTON RD | DALLAS | TX | 752304047 | NONE | PC | 4TH INSTALLMENT OF FIVE-YEAR PLEDGE - WINN SCIENCE CENTER | $200,000 |
| ST PHILIP'S COMMUNITY CENTER | |||||||
| 1600 PENNSYLVANIA AVE | DALLAS | TX | 75215 | NONE | PC | 2ND INSTALLMENT OF 3-YEAR PLEDGE | $50,000 |
| SUMMER SEARCH | |||||||
| 101 HOWARD | SAN FRANCISCO | CA | 94105 | NONE | PC | 2ND INSTALLMENT OF 5-YEAR PLEDGE | $150,000 |
| TEACH FOR AMERICA | |||||||
| 600 N PEARL ST SUITE 2300 | DALLAS | TX | 75201 | NONE | PC | 2ND INSTALLMENT OF 5-YEAR PLEDGE | $200,000 |
| TEACHING TRUST | |||||||
| 1825 MARKET CENTER BLVD STE 260 | DALLAS | TX | 75207 | NONE | PC | 1ST INSTALLMENT OF TWO-YEAR PLEDGE | $75,000 |
| TEMPLE EMANU-EL | |||||||
| 8500 HILLCREST ROAD | DALLAS | TX | 75225 | NONE | PC | 2019 ANNUAL FUND GIFT | $10,000 |
| THE DALLAS FOUNDATION | |||||||
| 3963 MAPLE AVE STE 390 | DALLAS | TX | 75219 | NONE | PC | EARLY MATTERS FUND | $100,000 |
| THE KENNEDY CENTER | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PC | MARK TWAIN PRIZE/GENERAL FUNDING | $110,000 |
| THE LAMPLIGHTER SCHOOL | |||||||
| 11611 INWOOD RD | DALLAS | TX | 75229 | NONE | PC | 3RD & FINAL INSTALLMENT OF CAPITAL CAMPAIGN PLEDGE | $20,000 |
| THE OPPORTUNITY NETWORK | |||||||
| 85 BROAD ST 6TH FL | NEW YORK | NY | 10004 | NONE | PC | 2019 GIFT | $25,000 |
| THE SENIOR SOURCE | |||||||
| 3910 HARRY HINES BOULEVARD | DALLAS | TX | 75219 | NONE | PC | 2019 SPIRIT OF GENERATIONS CONTRIBUTION | $25,000 |
| TOUCHDOWN CLUB OF DALLAS | |||||||
| 3419 WESTMINSTER AVENUE 341-G | DALLAS | TX | 75205 | NONE | PC | RISE AND SHINE 2019 | $10,000 |
| UNITED TO LEARN | |||||||
| 5310 HARVEST HILL RD STE 190 | DALLAS | TX | 75230 | NONE | PC | 2ND INSTALLMENT OF 3-YEAR PLEDGE | $20,000 |
| VOGEL ALCOVE | |||||||
| 1738 GANO ST | DALLAS | TX | 75215 | NONE | PC | ARTS PERFORMANCE EVENT | $30,000 |
| JONATHAN'S PLACE | |||||||
| 6065 DUCK CREEK DR | GARLAND | TX | 75043 | NONE | PC | 2019 CONTRIBUTION | $10,000 |
| THE STEWPOT ALLIANCE | |||||||
| 1835 YOUNG STREET | DALLAS | TX | 75201 | NONE | PC | 11TH ANNUAL SOUPS ON LUNCHEON | $10,000 |
| PLANNED PARENTHOOD OF GREATER DALLAS | |||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | PC | ONE TIME PAYMENT | $10,000 |
| CHORDOMA FOUNDATION | |||||||
| PO BOX 2127 | DURHAM | NC | 27702 | NONE | PC | 1ST INSTALLMENT OF TWO-YEAR PLEDGE | $50,000 |
| EDUCATIONAL FIRST STEPS | |||||||
| 2815 GASTON AVENUE | DALLAS | TX | 75226 | NONE | PC | 15TH ANNIVERSERY EVENT | $5,000 |
| DALLAS CHILDRENS ADVOCACY CENTER | |||||||
| 5351 SAMUELL BLVD | DALLAS | TX | 75228 | NONE | PC | ART FOR ADVOCACY EVENT | $15,000 |
| PARKLAND FOUNDATION | |||||||
| 1341 W MOCKINGBIRD LN STE 1100E | DALLAS | TX | 75247 | NONE | PC | 1ST INSTALLMENT OF 5-YEAR PLEDGE (PCHICOS) | $200,000 |
| PRESBYTERIAN COMMUNITIES & SERVICES FDTN | |||||||
| 12467 MERIT DR | DALLAS | TX | 75251 | NONE | PC | 1ST INSTALLMENT OF TWO-YEAR PLEDGE | $50,000 |
| CHILD POVERTY ACTION LAB | |||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| HUMANITARIAN OPENSTREET MAP TEAM | |||||||
| 1110 VERMONT AVENUE NW SUITE 500 | WASHINGTON DC | DC | 20005 | NONE | PC | BUENDIA PROJECT | $75,000 |
| JEWISH FEDERATION OF GREATER DALLAS | |||||||
| 7800 NORTHAVEN RD | DALLAS | TX | 75230 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 |
| ST VINCENT DE PAUL | |||||||
| 3826 GILBERT AVENUE | DALLAS | TX | 75219 | NONE | PC | PHARMACY SUPPORT | $10,000 |
| COMMUNITY ACCESS TO THE ARTS | |||||||
| 420 STOCKBRIDGE RD SUITE 2 | GREAT BARRINGTON | MA | 01230 | NONE | PC | 1ST INSTALLMENT OF 2-YEAR PLEDGE | $50,000 |
| ROMANIAN CHILDRENS RELIEF | |||||||
| 2005 CHADDS FORD DR | RESTON | VA | 20191 | NONE | PC | SUPPORT FOR EXPANSION PROJECTS | $100,000 |
| UPLIFT EDUCATION | |||||||
| 3000 PEGASUS PARK DR | DALLAS | TX | 75247 | NONE | PC | DINNER AND DIALOGUE EVENT | $5,000 |
| BACHMAN LAKE TOGETHER | |||||||
| 9507 OVERLAKE DR | DALLAS | TX | 75220 | NONE | PC | ONE-TIME GIFT | $30,000 |
| CENTER FOR EUROPEAN POLICY ANALYSIS | |||||||
| 1225 19TH STREET NW SUITE 450 | WASHINGTON | DC | 20036 | NONE | PC | 2ND SEMI ANNUAL PAYMENT 2019 | $325,000 |
| DALLAS CASA | |||||||
| 2757 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | CHAMPION OF CHILDREN DINNER | $10,000 |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 211 N RECORD ST STE 100 | DALLAS | TX | 75202 | NONE | PC | 3RD INSTALLMENT OF THREE-YEAR PLEDGE | $200,000 |
| GREEN CITY FORCE | |||||||
| 630 FLUSHING AVE 8TH FLOOR | BROOKLYN | NY | 11206 | NONE | PC | 10TH ANNIVERARY GIFT | $25,000 |
| LIFT | |||||||
| 1610 S MALCOLM X BLVD SUITE 320 | DALLAS | TX | 75226 | NONE | PC | LIFT GALA CELEBRATING KIRSTEN LODEL | $25,000 |
| LIFT | |||||||
| 1610 S MALCOLM X BLVD SUITE 320 | DALLAS | TX | 75226 | NONE | PC | 2019 DONATION | $25,000 |
| NORTH TEXAS FOOD BANK | |||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PC | 2ND INSTALLMENT OF 5-YEAR PLDEGE | $50,000 |
| NORTH TEXAS FOOD BANK | |||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PC | 2019 HOLIDAY CONTRIBUTION | $5,000 |
| SMITHSONIAN INSTITUTION | |||||||
| 1000 JEFFERSON DR SW | WASHINGTON | TX | 20560 | NONE | PC | FINAL INSTALLMENT OF 3-YEAR PLEDGE | $50,000 |
| UNITED TO LEARN | |||||||
| 5310 HARVEST HILL RD STE 190 | DALLAS | TX | 75230 | NONE | PC | ONE-TIME CONTRIBUTION FOR GENERAL OPERATIONS | $50,000 |
| EDUCATIONAL FIRST STEPS | |||||||
| 2815 GASTON AVENUE | DALLAS | TX | 75226 | NONE | PC | 2019 CONTRIBUTION | $15,000 |
| PARKLAND FOUNDATION | |||||||
| 1341 W MOCKINGBIRD LN STE 1000E | DALLAS | TX | 75247 | NONE | PC | AN EVENING FOR HEROS EVENT | $10,000 |
| PLANNED PARENTHOOD OF GREATER DALLAS | |||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | PC | 2019 DALLAS AWARDS LUNCHEON | $10,000 |
| PLANNED PARENTHOOD OF GREATER DALLAS | |||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | PC | 2020 DALLAS AWARDS LUNCHEON | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,135,500 | 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 | $62,886 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $648,934 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $419,972 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,137,301 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,269,093 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,269,093 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $27,859,352 | EOYBookValueAmt |
| EOYFMV | $40,622,958 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP TO TAX ADJUSMENT | Desc |
| Amt | $33 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ROYALTY ADMINISTRATIVE | $168 | $168 | $0 | $0 |
| HP BIAMP OTHER | $125,364 | $125,364 | $0 | $0 |
| HP CANDY OTHER | $5,324 | $5,324 | $0 | $0 |
| HP CHEMICALS OTHER | $10,664 | $10,664 | $0 | $0 |
| HP FIBERS OTHER | $1,973 | $1,973 | $0 | $0 |
| HP INK OTHER | $8,477 | $8,477 | $0 | $0 |
| HP KERNEL OTHER | $28,732 | $28,732 | $0 | $0 |
| HP LINENS OTHER | $500 | $500 | $0 | $0 |
| HP WELLNESS OTHER | $130 | $130 | $0 | $0 |
| CHAMBERS ENERGY II DEPLETION | $33,350 | $33,350 | $0 | $0 |
| BREACH INLET OTHER | $61,930 | $61,930 | $0 | $0 |
| CHAMBERS ENERGY II OTHER | $283,374 | $283,374 | $0 | $0 |
| MHC MUTUAL OTHER | $58,611 | $58,611 | $0 | $0 |
| MEALS AND ENTERTAINMENT | $1,336 | $1,336 | $0 | $0 |
| OFFICE | $1,091 | $1,091 | $0 | $0 |
| PAYROLL PROCESSING | $4,476 | $4,476 | $0 | $0 |
| TRAVEL | $11,229 | $11,229 | $0 | $0 |
| ADVISOR FEES | $27,528 | $27,528 | $0 | $0 |
| BANK FEES | $68 | $68 | $0 | $0 |
| CONFERENCES & SEMNARS | $4,290 | $4,290 | $0 | $0 |
| EXPENSE REIMBURSEMENT | $145 | $145 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FIDELITY 2657 ROYALTY | $3,076 | $3,076 | $0 |
| HP BIAMP ORDINARY | $108,167 | $108,167 | $0 |
| HP CANDY ORDINARY | $141,336 | $141,336 | $0 |
| HP CHEMICALS ORDINARY | -$38,547 | -$38,547 | $0 |
| HP FIBERS ORDINARY | -$69,995 | -$69,995 | $0 |
| HP INK ORDINARY | $55,075 | $55,075 | $0 |
| HP KERNEL ORDINARY | $45,005 | $45,005 | $0 |
| HP LINENS ORDINARY | $9,301 | $9,301 | $0 |
| HP WELLNESS ORDINARY | $20,280 | $20,280 | $0 |
| BREACH INLET OTHER | $4,182 | $4,182 | $0 |
| CHAMBERS ENERGY II ORDINARY | $43,313 | $43,313 | $0 |
| CHAMBERS ENERGY II OTHER | $285 | $285 | $0 |
| PORTFOLIO FEE | $81,701 | $81,701 | $0 |
| FOR HEALTH ROYALTY | $15,987 | $15,987 | $0 |
| CHAMBERS ENERGY II ROYALTY | $806 | $806 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEE | $291,574 | $291,574 | $0 | $0 |
| INCENTIVE FEE | $695,300 | $695,300 | $0 | $0 |
| PROFESSIONAL FEE | $13,986 | $13,986 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FIDELITY 2657 ROYALTY SEVERANCE | $120 | $120 | $0 | $0 |
| FOREIGN | $1,407 | $1,407 | $0 | $0 |
| HP BIAMP FOREIGN | $575 | $575 | $0 | $0 |
| MHC MUTUAL FOREIGN | $319 | $319 | $0 | $0 |
| PAYROLL | $9,021 | $9,021 | $0 | $0 |
| FEDERAL INCOME | $196,245 | $196,245 | $0 | $0 |