M B AND EDNA ZALE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- M B AND EDNA ZALE FOUNDATION (EIN 75-6037429)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-08
- IRS object ID
- 202032829349100118
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-08T17:27:42-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752409112 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUSELTON MORGAN & MAULTSBY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12221 MERIT DRIVE SUITE 1800 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | 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 | 756037429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MB AND EDNA ZALE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MBAN | BusinessNameControlTxt |
| Phone | 2148550627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 DALLAS PARKWAY SUITE 109 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75287 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD R KRASNOW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2148550627 | PhoneNum |
| Signature | 2020-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PEARL BALSARA | PreparerPersonNm |
| PTIN | P01238984 | PTIN |
| Phone | 9724041010 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-08 | IPDt |
| IP Tm | 14:22:55 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CDF02CFDE8515E84478B6F44BF6E6FABD772C4E3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 176C9B7695C0958FBE5DB7862DDA0EFC22D1C19B | 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 | $34,891,897 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,227,496 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $770,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $770,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,897,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,852,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,897,659 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $644 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $644 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,896,616 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,669,120 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $186,391 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,598 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $139,793 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $61,140 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $30,570 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $30,570 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $87,612 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $27,083 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $60,529 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,440 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,440 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,980 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,980 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,424 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,226 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,700 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,751 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,876 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $19,909 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,955 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,954 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $63,691 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $12,738 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $50,953 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,532 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,896 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,636 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $576,310 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $219,362 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $328,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,326,246 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,408,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,902,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $219,362 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,736,908 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,994,060 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,449,758 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,695,930 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,395,986 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,395,986 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $12,994 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,151 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,151 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,989,871 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,424,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,424,540 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,563,304 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,563,304 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,419,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $334,299 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $334,299 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $48,074 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,667 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,157 | LandBOYAmt |
| Land EOY | $3,407 | LandEOYAmt |
| Land EOYFMV | $3,407 | LandEOYFMVAmt |
| Other Assets BOY | $110,041 | OtherAssetsBOYAmt |
| Other Assets EOY | $167,210 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $167,210 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,239,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,891,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,891,897 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,292 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,925 | AccountsPayableEOYAmt |
| Grants Payable BOY | $688,116 | GrantsPayableBOYAmt |
| Grants Payable EOY | $606,029 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $696,408 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $609,954 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $29,543,220 | CapitalStockBOYAmt |
| Capital Stock EOY | $34,281,943 | 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 | $29,543,220 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,281,943 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,239,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,891,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,543,220 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,994,060 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,744,918 | OtherIncreasesAmt |
| Subtotal | $34,282,198 | SubtotalAmt |
| Other Decreases | $255 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,281,943 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (115 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| OTHER - LT CAPITAL GAIN DIST | P | $602,877 | $602,877 | $602,877 | |||
| COSTCO WHSL CORP NEW | $108,195 | $41,858 | $41,858 | 2019-01-01 | 2019-11-20 | $66,337 | |
| J P MORGAN CHASE & CO | $98,240 | $47,705 | $47,705 | 2019-01-01 | 2019-11-20 | $50,535 | |
| APPLE COMPUTER INC | $97,633 | $84,301 | $84,301 | 2010-07-16 | 2019-11-20 | $13,332 | |
| HOME DEPOT INC | $91,441 | $81,872 | $81,872 | 2009-03-31 | 2019-11-20 | $9,569 | |
| AMERICAN TOWER CORP | $90,635 | $36,892 | $36,892 | 2019-01-01 | 2019-11-20 | $53,743 | |
| RELIANCE STEEL & ALUMINUM COM | $89,177 | $20,379 | $20,379 | 2019-01-01 | 2019-11-20 | $68,798 | |
| CDW CORP COM | $87,423 | $20,774 | $20,774 | 2019-01-01 | 2019-11-20 | $66,649 | |
| TARGET CORP | $86,713 | $45,936 | $45,936 | 2017-09-13 | 2019-11-20 | $40,777 | |
| PROLOGIS INC COM | $85,484 | $37,391 | $37,391 | 2019-01-01 | 2019-11-20 | $48,093 | |
| WAL MART STORES INC | $82,777 | $34,210 | $34,210 | 2019-01-01 | 2019-11-20 | $48,567 | |
| BAXTER INTL INC | $82,221 | $17,321 | $17,321 | 2017-12-13 | 2019-11-20 | $64,900 | |
| CASEYS GEN STORES INC | $81,318 | $18,111 | $18,111 | 2019-01-01 | 2019-11-20 | $63,207 | |
| CBRE GROUP INC CL A | $80,772 | $16,153 | $16,153 | 2019-01-01 | 2019-11-20 | $64,619 | |
| LOCKHEED MARTIN CORP | $80,497 | $11,943 | $11,943 | 2019-05-09 | 2019-11-20 | $68,554 | |
| DISCOVERY INC - A | $79,958 | $3,404 | $3,404 | 2019-11-18 | 2019-11-20 | $76,554 | |
| LPHABET INC CAP STK USD0.001 CL C | $79,483 | $35,234 | $35,234 | 2016-01-25 | 2019-11-20 | $44,249 | |
| UNITEDHEALTH GROUP INC | $79,353 | $45,873 | $45,873 | 2015-02-23 | 2019-11-20 | $33,480 | |
| ZEBRA TECHNOLOGIES CORP CL A | $79,275 | $32,715 | $32,715 | 2019-01-01 | 2019-11-20 | $46,560 | |
| JABIL CIRCUIT INC | $78,907 | $31,579 | $31,579 | 2019-01-01 | 2019-11-20 | $47,328 | |
| FORTINET INC COM | $78,355 | $15,949 | $15,949 | 2019-01-01 | 2019-11-20 | $62,406 | |
| CELGENE CORP | $77,910 | $55,530 | $55,530 | 2019-01-01 | 2019-09-06 | $22,380 | |
| MICROSOFT CORP COM | $76,293 | $63,220 | $63,220 | 2019-01-01 | 2019-11-20 | $13,073 | |
| TJX COS INC NEW | $76,254 | $28,418 | $28,418 | 2019-01-01 | 2019-11-20 | $47,836 | |
| INTEL CORP | $76,164 | $27,966 | $27,966 | 2019-01-01 | 2019-11-20 | $48,198 | |
| VISTA ENERGY CORP COM | $75,598 | $157 | $157 | 2019-01-01 | 2019-11-20 | $75,441 | |
| ANTHEM INC COM | $74,924 | $7,330 | $7,330 | 2019-05-09 | 2019-11-20 | $67,594 | |
| FIFTH THIRD BANCORP | $74,637 | $1,454 | $1,454 | 2019-07-23 | 2019-11-20 | $73,183 | |
| PROGRESSIVE CORP OHIO | $71,704 | $9,320 | $9,320 | 2019-01-01 | 2019-11-20 | $62,384 | |
| BRISTOL MYERS SQUIBB CO | $71,497 | -$2,003 | -$2,003 | 2019-01-01 | 2019-11-20 | $73,500 | |
| BK AMER CORP COM | $71,108 | $16,616 | $16,616 | 2017-01-10 | 2019-07-23 | $54,492 | |
| SYMANTEC CORP | $68,654 | $6,362 | $6,362 | 2019-01-01 | 2019-07-23 | $62,292 | |
| ORACLE CORPORATION | $68,133 | -$1,732 | -$1,732 | 2019-07-23 | 2019-11-20 | $69,865 | |
| AMGEN INC | $68,096 | $20,421 | $20,421 | 2019-01-01 | 2019-11-20 | $47,675 | |
| PARTNERSHIP FLOW-THROUGH | P | $67,871 | $67,871 | $67,871 | |||
| INTUIT | $67,816 | -$1,953 | -$1,953 | 2019-07-23 | 2019-11-20 | $69,769 | |
| CUMMINS ENGINE INC | $67,181 | $6,501 | $6,501 | 2019-01-01 | 2019-11-20 | $60,680 | |
| CISCO SYS INC | $66,457 | $414 | $414 | 2018-03-19 | 2019-11-20 | $66,043 | |
| CONOCOPHILLIPS | $65,921 | -$1,869 | -$1,869 | 2019-05-09 | 2019-11-20 | $67,790 | |
| VARIAN MED SYS INC | $65,266 | -$2,487 | -$2,487 | 2019-01-01 | 2019-11-20 | $67,753 | |
| CENTENE CORP DELAWARE COM | $64,428 | $38,098 | $38,098 | 2019-01-01 | 2019-11-20 | $26,330 | |
| DELTA AIR LINES INC DEL COME NEW | $63,380 | -$8,336 | -$8,336 | 2019-07-23 | 2019-11-20 | $71,716 | |
| ALLISON TRANSMISSION HOLDING | $63,082 | -$8,485 | -$8,485 | 2019-01-01 | 2019-11-20 | $71,567 | |
| AGILENT TECHNOLOGIES INC | $62,371 | $3,686 | $3,686 | 2017-09-13 | 2019-07-23 | $58,685 | |
| JOHNSON & JOHNSON | $60,618 | $1,994 | $1,994 | 2017-07-28 | 2019-11-20 | $58,624 | |
| VMWARE INC CL A COM CL A COM | $60,375 | $32,486 | $32,486 | 2019-01-01 | 2019-11-20 | $27,889 | |
| APPLIED INDL TECHNOLOGIES INC COM | $58,701 | -$7,332 | -$7,332 | 2019-01-01 | 2019-11-20 | $66,033 | |
| VALERO ENERGY CORP NEW | $58,466 | $18,992 | $18,992 | 2019-01-01 | 2019-07-23 | $39,474 | |
| NVIDIA CORP | $58,236 | $45,599 | $45,599 | 2019-01-01 | 2019-05-09 | $12,637 | |
| NORTHROP GRUMMAN CORP | $57,977 | $33,961 | $33,961 | 2014-01-23 | 2019-05-09 | $24,016 | |
| CITIZENS FINL GROUP INC COM | $56,546 | $2,577 | $2,577 | 2019-01-01 | 2019-11-20 | $53,969 | |
| HP INC COM | $56,129 | $10 | $10 | 2019-01-01 | 2019-05-09 | $56,119 | |
| NETAPP INC COM STK | $54,887 | $26,052 | $26,052 | 2017-01-10 | 2019-05-09 | $28,835 | |
| CHEVRONTEXACO CORP | $53,847 | $7,920 | $7,920 | 2019-01-01 | 2019-11-20 | $45,927 | |
| EMCOR GROUP INC COM | $53,513 | $9,634 | $9,634 | 2019-01-01 | 2019-11-20 | $43,879 | |
| XILINX INC | $52,888 | -$13,283 | -$13,283 | 2019-05-09 | 2019-11-18 | $66,171 | |
| PRUDENTIAL FINL INC | $50,830 | $2,411 | $2,411 | 2019-01-01 | 2019-11-20 | $48,419 | |
| ABBVIE INC COM USD0.01 | $50,736 | -$15,802 | -$15,802 | 2018-03-19 | 2019-11-20 | $66,538 | |
| CENTERPOINT ENERGY INC COM | $49,818 | -$9,338 | -$9,338 | 2019-01-01 | 2019-11-18 | $59,156 | |
| HUNTSMAN CORP COM STK | $48,388 | -$18,052 | -$18,052 | 2019-01-01 | 2019-11-20 | $66,440 | |
| EVERCORE INC | $47,856 | -$19,180 | -$19,180 | 2019-01-01 | 2019-11-20 | $67,036 | |
| LEAR CORP COM NEW COM NEW | $46,959 | $18,125 | $18,125 | 2013-09-19 | 2019-11-20 | $28,834 | |
| AVERY DENNISON CORP | $46,947 | $19,116 | $19,116 | 2019-01-01 | 2019-05-10 | $27,831 | |
| MICROSOFT CORP COM | $44,878 | $34,825 | $34,825 | 2013-09-19 | 2019-11-20 | $10,053 | |
| MARATHON PETE CORP COM | $44,283 | -$22,469 | -$22,469 | 2018-10-12 | 2019-05-09 | $66,752 | |
| APPLE COMPUTER INC | $40,527 | $31,705 | $31,705 | 2013-04-23 | 2019-11-20 | $8,822 | |
| VMWARE INC CL A COM CL A COM | $40,178 | $24,049 | $24,049 | 2017-03-06 | 2019-05-09 | $16,129 | |
| EXELIXIS INC COM STK | $35,422 | -$6,307 | -$6,307 | 2019-01-01 | 2019-05-10 | $41,729 | |
| TARGET CORP | $34,844 | $16,417 | $16,417 | 2017-09-13 | 2019-11-18 | $18,427 | |
| MACYS INC COM STK | $34,338 | -$30,435 | -$30,435 | 2018-05-03 | 2019-11-18 | $64,773 | |
| ON SEMICONDUCTOR CORP COM | $33,348 | -$687 | -$687 | 2019-01-01 | 2019-05-09 | $34,035 | |
| ENCOMPASS HEALTH CORP COM USDO | $29,144 | -$7,461 | -$7,461 | 2019-01-01 | 2019-05-10 | $36,605 | |
| APPLE INC | $29,117 | $28,886 | $28,886 | 2004-07-29 | 2019-12-27 | $231 | |
| ON SEMICONDUCTOR CORP COM | $28,184 | -$834 | -$834 | 2017-11-17 | 2019-05-10 | $29,018 | |
| SYSCO CORP | $27,588 | $5,645 | $5,645 | 2019-01-01 | 2019-01-24 | $21,943 | |
| NETAPP INC COM STK | $27,523 | $13,104 | $13,104 | 2019-01-01 | 2019-05-10 | $14,419 | |
| ENCOMPASS HEALTH CORP COM USDO | $27,155 | -$6,640 | -$6,640 | 2018-08-02 | 2019-05-09 | $33,795 | |
| INTUITIVE SURGICAL INC COM NEW STK | $26,471 | $20,180 | $20,180 | 2013-09-11 | 2019-09-23 | $6,291 | |
| AVERY DENNISON CORP | $25,153 | $10,273 | $10,273 | 2019-01-01 | 2019-05-09 | $14,880 | |
| EMCOR GROUP INC COM | $22,630 | $6,191 | $6,191 | 2019-01-01 | 2019-11-20 | $16,439 | |
| NORTHERN TRUST CORP | $22,215 | -$4,596 | -$4,596 | 2019-01-01 | 2019-01-25 | $26,811 | |
| EXXON MOBIL CORP | $21,966 | $4,532 | $4,532 | 2019-01-01 | 2019-11-20 | $17,434 | |
| ABBOTT LABORATORIES | $21,467 | $4,698 | $4,698 | 2017-11-17 | 2019-01-25 | $16,769 | |
| EXELIXIS INC COM STK | $20,363 | -$3,077 | -$3,077 | 2019-01-01 | 2019-05-09 | $23,440 | |
| ABBOTT LABORATORIES | $19,859 | $4,090 | $4,090 | 2017-11-16 | 2019-01-24 | $15,769 | |
| NORTHERN TRUST CORP | $19,754 | -$4,266 | -$4,266 | 2018-08-02 | 2019-01-24 | $24,020 | |
| ZEBRA TECHNOLOGIES CORP CL A | $19,511 | $5,383 | $5,383 | 2019-01-01 | 2019-05-09 | $14,128 | |
| ABBOTT LABORATORIES | $19,263 | $3,938 | $3,938 | 2017-11-17 | 2019-01-28 | $15,325 | |
| EXXON MOBIL CORP | $18,769 | -$944 | -$944 | 2019-01-24 | 2019-11-20 | $19,713 | |
| EXXON MOBIL CORP | $18,701 | -$5,749 | -$5,749 | 2019-01-01 | 2019-11-20 | $24,450 | |
| EBRA TECHNOLOGIES CORP CL A | $16,728 | $6,696 | $6,696 | 2018-08-03 | 2019-11-18 | $10,032 | |
| SYSCO CORP | $13,478 | $2,771 | $2,771 | 2019-01-01 | 2019-01-25 | $10,707 | |
| ABBOTT LABORATORIES | $11,941 | $2,603 | $2,603 | 2019-01-01 | 2019-01-25 | $9,338 | |
| EMCOR GROUP INC COM | $11,106 | $1,992 | $1,992 | 2019-01-01 | 2019-11-18 | $9,114 | |
| PROGRESSIVE CORP OHIO | $10,521 | $2,483 | $2,483 | 2018-08-02 | 2019-07-23 | $8,038 | |
| HUNTSMAN CORP COM STK | $9,782 | $519 | $519 | 2019-01-28 | 2019-11-20 | $9,263 | |
| SYSCO CORP | $9,682 | $1,953 | $1,953 | 2016-06-16 | 2019-01-24 | $7,729 | |
| EVERCORE INC | $7,859 | -$747 | -$747 | 2019-01-28 | 2019-11-20 | $8,606 | |
| ABBOTT LABORATORIES | $7,274 | $1,610 | $1,610 | 2017-11-17 | 2019-01-25 | $5,664 | |
| FORTINET INC COM | $6,474 | $1,282 | $1,282 | 2019-05-09 | 2019-11-18 | $5,192 | |
| NORTHERN TRUST CORP | $5,967 | -$1,245 | -$1,245 | 2018-08-03 | 2019-01-28 | $7,212 | |
| MICROSOFT CORP COM | $5,666 | $4,397 | $4,397 | 2003-02-10 | 2019-01-28 | $1,269 | |
| NORTHERN TRUST CORP | $5,282 | -$1,056 | -$1,056 | 2018-08-03 | 2019-01-25 | $6,338 | |
| SYSCO CORP | $4,490 | $939 | $939 | 2016-06-16 | 2019-01-25 | $3,551 | |
| LEAR CORP COM NEW COM NEW | $4,410 | $2,402 | $2,402 | 2013-09-19 | 2019-01-28 | $2,008 | |
| VALERO ENERGY CORP NEW | $4,188 | $1,206 | $1,206 | 2019-01-01 | 2019-01-28 | $2,982 | |
| MERICAN TOWER CORP | $4,127 | $1,533 | $1,533 | 2017-06-12 | 2019-07-23 | $2,594 | |
| SYSCO CORP | $3,777 | $769 | $769 | 2016-06-16 | 2019-01-28 | $3,008 | |
| NORTHERN TRUST CORP | $3,642 | -$705 | -$705 | 2018-08-02 | 2019-01-25 | $4,347 | |
| ARGET CORP | $2,817 | $1,331 | $1,331 | 2017-09-13 | 2019-11-18 | $1,486 | |
| OTHER - UNRECAPTURED SECTION 1250 | P | $718 | $718 | $718 | |||
| DODGE & COX BALANCED FD | $706 | $706 | $706 | 2019-12-31 | |||
| T ROWE PRICE BALANCED FD | $444 | $194 | $194 | 2019-12-31 | $250 | ||
| SCH TREAS OBLIGATION MMF | $1 | $1 | $1 | 2019-12-31 | |||
| ROUNDING | -$10 | -$10 | 2019-12-31 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,897,659 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,672,251 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,988,409 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050692 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,634,624 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,151,770 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050841 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,534,459 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,839,985 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051423 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,622,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,834,193 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050978 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,614,058 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,041,508 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048849 | DistributionYr5Rt |
| Total Distribution | 0.252783 | TotalDistributionRt |
| Average Distribution | 0.050557 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,543,961 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,645,325 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,498 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,669,823 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,736,908 | 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 | $24,498 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,498 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,498 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,520 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,820 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,322 | OverpaymentAmt |
| Applied To ES Tax | $16,322 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://ZALEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LEONARD R KRASNOW PRESIDENT | IndividualWithBooksNm |
| Phone | 2148550627 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 DALLAS PARKWAY SUITE 109 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75287 | 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 | 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 | 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| LEONARD R KRASNOW | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | PRESIDENT | 40.00 | $186,391 | $46,598 | $4,072 |
| ELIZABETH ASEN | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHERYL FIELDS BOGEN | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JENNIFER COX | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GLORIA LANDSBERG | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR EMERITUS | 0.00 | $0 | $0 | $0 |
| JEFFREY LANDSBERG | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JULISSE LEVY | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MELISSA SELTZER | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARAH SORKIN | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RUTH SUZMAN | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CLAUDIA ZALE | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DONALD ZALE | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR EMERITUS | 0.00 | $0 | $0 | $0 |
| MARVIN ZALE | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR EMERITUS | 0.00 | $0 | $0 | $0 |
| DANA ZALE GERARD | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | IMMEDIATE PAST CHAIRMAN | 0.00 | $0 | $0 | $0 |
| DAVID ZALE | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KAREN SELTZER | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | CHAIRMAN OF THE BOARD | 0.00 | $0 | $0 | $0 |
| GEORGE TOBOLOWSKY | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| MARGIE PLOUGH | ||||||||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | VICE CHAIRMAN OF THE BOARD | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA A CHURCHMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 DALLAS PARKWAY SUITE 109 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752877307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATIVE ASSIS | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $61,140 | CompensationAmt |
| Employee Benefits | $15,285 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $30,154,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,718,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $166,339 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,039,554 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,039,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $495,593 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,543,961 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,627,198 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,627,198 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,498 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,498 | TotalTaxAmt |
| Distributable Before Adj | $1,602,700 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,602,700 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,602,700 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,736,908 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,736,908 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24,498 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,712,410 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,602,700 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,921 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,190 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,024 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,433 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,851 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $312,419 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,736,908 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,602,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $134,208 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $446,627 | 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 | $12,921 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $433,706 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,190 | ExcessFromYear4Amt |
| Excess From Year3 | $66,024 | ExcessFromYear3Amt |
| Excess From Year2 | $83,433 | ExcessFromYear2Amt |
| Excess From Year1 | $79,851 | ExcessFromYear1Amt |
| Excess From Current Year | $134,208 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEONARD R KRASNOW PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 DALLAS PARKWAY SUITE 109 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75287 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2148550627 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION SHOULD BE IN THE FORM OF A LETTER. GRANT GUIDELINES ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT DECISIONS USUALLY MADE TWICE A YEAR.DEADLINES FOR SUBMISSION ARE NOTED ON FOUNDATION'S WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON AWARDS; HOWEVER, PREFERENCE IS GIVEN TO DALLAS, TX; NEW YORK, NY; AND PALM BEACH COUNTY, FL. FOR SPECIFICS, PLEASE REFER TO GRANT GUIDELINES ON THE FOUNDATION'S WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 14TH AVE BAPTIST CHURCH OUTREACH | ||||||||
| 2501 BUCHANAN STREET | NASHVILLE | TN | 37208 | NONE | PUBLIC CHARITY | EDUCATIONAL | $250 | |
| A CHILD'S PLACE OF CHARLOTTE INC | ||||||||
| 601 EAST FIFTH STREET SUITE 230 | CHARLOTTE | NC | 28202 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| ADELPHI UNIVERSITY | ||||||||
| P O BOX 701 | GARDEN CITY | NY | 11530 | NONE | PUBLIC CHARITY | EDUCATIONAL | $6,000 | |
| ADOLPH & ROSE LEVIS JEWISH COMMUNITY CENTER | ||||||||
| 9801 DONNA KLEIN BOULEVARD | BOCA RATON | FL | 33428 | NONE | PUBLIC CHARITY | RELIGIOUS | $2,500 | |
| ALI FORNEY CENTER | ||||||||
| 224 WEST 35TH STREET SUITE 1500 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| ALL STARS PROJECT INC | ||||||||
| 543 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,750 | |
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||||
| 322 EIGHTH AVE 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | HEALTH/MEDICAL | $1,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | CIVIC | $500 | |
| AMERICAS VETDOGS THE VETERANS K9 CORPS | ||||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,500 | |
| ARK HOUSE FOUNDATION | ||||||||
| P O BOX 833656 | RICHARDSON | TX | 75082 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,500 | |
| ART GUILD OF PORT WASHINGTON INC | ||||||||
| 200 PORT WASHINGTON BLVD | MANHASSET | NY | 11030 | NONE | PUBLIC CHARITY | ARTS/CULTURAL | $500 | |
| AVODAH - THE JEWISH SERVICE CORPS | ||||||||
| 125 MAIDEN LANE SUITE 8B | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $30,000 | |
| B'NAI B'RITH HILLEL FOUNDATION - OSU | ||||||||
| 46 EAST 16TH AVENUE | COLUMBUS | OH | 43201 | NONE | PUBLIC CHARITY | RELIGIOUS | $10,500 | |
| B'NAI B'RITH YOUTH ORGANIZATION | ||||||||
| 800 EIGHTH STREET NORTHWEST | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | RELIGIOUS | $75,500 | |
| BARBARA BUSH HOUSTON LITERACY FOUNDATION | ||||||||
| 7887 SAN FELIPE STE 250 | HOUSTON | TX | 77063 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| BIBLICAL ARTS CENTER | ||||||||
| 7500 PARK LANE | DALLAS | TX | 75225 | NONE | PUBLIC CHARITY | ARTS / CULTURAL | $75,000 | |
| BNAI ZION FOUNDATION | ||||||||
| 1430 BROADWAY STE 1804 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,000 | |
| BOCA HELPING HANDS INC | ||||||||
| 1500 NORTHWEST FIRST COURT | BOCA RATON | FL | 33432 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $60,000 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH STREET MS 126 | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $12,500 | |
| CROS MINISTRIES | ||||||||
| 3677 23RD AVENUE SOUTH SUITE B-101 | LAKE WORTH | FL | 33461 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $5,000 | |
| CANCER SUPPORT COMMUNITY NORTH TEXAS | ||||||||
| P O BOX 12688 | DALLAS | TX | 75225 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $10,000 | |
| CAPITAL OF TEXAS TEAM SURVIVOR | ||||||||
| P O BOX 301148 | AUSTIN | TX | 78703 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $1,000 | |
| CAROLINA ABORTION FUND | ||||||||
| P O BOX 51534 | DURHAM | NC | 27717 | NONE | PUBLIC CHARITY | HEATLH / MEDICAL | $100 | |
| CHICAGO METRO BATTERED WOMEN'S NETWORK | ||||||||
| ONE E WACKER DRIVE STE 1630 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| CHILDREN AT RISK INC | ||||||||
| 2900 LIVE OAK STREET | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $10,000 | |
| CLASSICAL THEATRE OF HARLEM INC | ||||||||
| C/O WEWORK EIGHT W 126TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | ARTS / CULTURAL | $1,000 | |
| CODY'S FRESH START CHARITY WORKS INC | ||||||||
| 6138 REED WAY | ARVADA | CO | 80003 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $1,000 | |
| COMMUNITY CHEST OF PORT WASHINGTON | ||||||||
| 382 MAIN STREET SUITE 105 | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $500 | |
| CONGREGATION BETH ISRAEL | ||||||||
| 5600 NORTH BRAESWOOD BOULEVARD | HOUSTON | TX | 77096 | NONE | PUBLIC CHARITY | RELIGIOUS | $2,000 | |
| CONTEMPORARY TEXAS SCULPTURE | ||||||||
| 107 LONE STAR BOULEVARD | SAN ANTONIO | TX | 78204 | NONE | PUBLIC CHARITY | ARTS / CULTURAL | $500 | |
| CROSSROADS COMMUNITY SERVICES | ||||||||
| 4500 SOUTH COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $2,500 | |
| DALLAS FURNITURE BANK | ||||||||
| PO BOX 815788 | DALLAS | TX | 75381 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $13,500 | |
| DALLAS HEBREW FREE LOAN ASSOCIATION | ||||||||
| P O BOX 671235 | DALLAS | TX | 75367 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,500 | |
| DALLAS HOLOCAUST MUSEUM | ||||||||
| 300 N HOUSTON | DALLAS | TX | 75202 | NONE | PUBLIC CHARITY | EDUCATIONAL | $10,000 | |
| DALLAS JEWISH HISTORICAL SOCIETY | ||||||||
| 7900 NORTHAVEN ROAD | DALLAS | TX | 75230 | NONE | PUBLIC CHARITY | RELIGIOUS | $2,000 | |
| DALLAS OPERA | ||||||||
| 2403 FLORA STREET SUITE 500 | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | ARTS / CULTURAL | $3,000 | |
| DALLAS SPARK | ||||||||
| 1409 S LAMAR STREET SUITE 004 | DALLAS | TX | 75215 | NONE | PUBLIC CHARITY | EDUCATIONAL | $27,500 | |
| DEBORAH'S PLACE | ||||||||
| 2822 WEST JACKSON BLVD | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $200 | |
| DEZZYS SECOND CHANCE ANIMAL RESCUE INC | ||||||||
| 11545 OLD OCEAN BLVD C | OCEAN RIDGE | FL | 33435 | NONE | PUBLIC CHARITY | CIVIC | $500 | |
| DOROT INC | ||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $7,500 | |
| EDNA Y SCHWARTZ SCHOLARSHIP FUND | ||||||||
| 101 WEST 79TH STREET 15B | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| EMORY UNIVERSITY | ||||||||
| 1762 CLIFTON ROAD SUITE 1400 MS | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,750 | 0970-001-8AA |
| FAMILY COMPASS | ||||||||
| 4210 JUNIUS STREET | DALLAS | TX | 75246 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $250 | |
| FAMILY GATEWAY | ||||||||
| 711 SOUTH ST PAUL STREET | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $20,000 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | ||||||||
| 777 GLADES RD AD 295 | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | RELIGIOUS | $50,000 | |
| FOOD BANK FOR WESTCHESTER INC | ||||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $5,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| P O BOX 806 | ALLEN | TX | 75013 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,000 | |
| GIVE DIRECT INC | ||||||||
| P O BOX 3221 | NEW YORK | NY | 10008 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $500 | |
| GRANT HALIBURTON FOUNDATION INC | ||||||||
| 6390 LBJ FREEWAY STE 100 | DALLAS | TX | 75240 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $2,500 | |
| HADASSAH | ||||||||
| 120 MURRAY AVENUE | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $1,500 | |
| HARBOR HOSPICE FOUNDATION INC | ||||||||
| P O BOX 21463 | BEAUMONT | TX | 77720 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $500 | |
| HARLEM EDUCATIONAL ACTIVITIES FUND INC | ||||||||
| 2090 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | EDUCATIONAL | $150 | |
| HEBREW UNION COLLEGE-JIR | ||||||||
| ONE W FOURTH STREET BROOKDALE | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | RELIGIOUS | $6,000 | CENTER |
| HIGHLAND PARK ISD EDUCATION FOUNDATION | ||||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75205 | NONE | PUBLIC CHARITY | EDUCATIONAL | $250 | |
| HILLEIS OF NORTH TEXAS | ||||||||
| 1920 N COIT ROAD STE 200314 | RICHARDSON | TX | 75080 | NONE | PUBLIC CHARITY | RELIGIOUS | $2,500 | |
| HONEYMOON ISRAEL FOUNDATION INC | ||||||||
| 6070 WHITEGATE CROSSING | EAST AMHERST | NY | 14051 | NONE | PUBLIC CHARITY | RELIGIOUS | $2,500 | |
| HOPE & HEALTH PROJECT INC | ||||||||
| P O BOX 273966 | TAMPA | FL | 33688 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $2,100 | |
| HOPE SUPPLY CO | ||||||||
| 10480 SHADY TRAIL STE 104 | DALLAS | TX | 75220 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 | |
| HUMANE SOCIETY OF TAMPA BAY | ||||||||
| 4023 N ARMENIA AVE SUITE 490 | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | CIVIC | $200 | |
| INSTITUTE OF SOUTHERN JEWISH LIFE | ||||||||
| P O BOX 16528 | JACKSON | MS | 39236 | NONE | PUBLIC CHARITY | RELIGIOUS | $40,250 | |
| INTERFAITH NUTRITION NETWORK | ||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $8,200 | |
| INTERLOCHEN CENTER FOR THE ARTS | ||||||||
| P O BOX 199 | INTERLOCHEN | MI | 49643 | NONE | PUBLIC CHARITY | ARTS / CULTURAL | $2,500 | |
| ISLAND HARVEST | ||||||||
| 15 GRUMMAN ROAD WEST SUITE 1450 | BETHPAGE | NY | 11714 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $5,000 | |
| JAFCO CHILDRENS ABILITY CENTER | ||||||||
| 5100 N NOB HILL ROAD | SUNRISE | FL | 33351 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $50,000 | |
| JCC OF MID WESTCHESTER | ||||||||
| 999 WILMOT ROAD | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,000 | |
| JEWISH ADOPTION AND FOSTER CARE OPTIONS | ||||||||
| 4200 NORTH UNIVERSITY DRIVE | SUNRISE | FL | 33351 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $30,000 | |
| JEWISH COMMUNITY CENTERS OF CHICAGO | ||||||||
| 30 SOUTH WELLS SUITE 4000 | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| JEWISH FAMILY SERVICE - DALLAS | ||||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $99,900 | |
| JEWISH FAMILY SERVICE - HOUSTON | ||||||||
| 4131 SOUTH BRAESWOOD BOULEVARD | HOUSTON | TX | 77025 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $3,000 | |
| JOIN | ||||||||
| P O BOX 16490 | PORTLAND | OR | 97292 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $20,000 | |
| KESHET INC | ||||||||
| 284 AMORY STREET UNIT 4 | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $1,800 | |
| LEGACY SENIOR COMMUNITIES | ||||||||
| 6101 OHIO DRIVE SUITE 100 | PLANO | TX | 75024 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $60,000 | |
| LONE STAR ART ALLIANCE OF TEXAS | ||||||||
| 107 LONE STAR BOULEVARD | SAN ANTONIO | TX | 78204 | NONE | PUBLIC CHARITY | ARTS / CULTURAL | $500 | |
| MAROON AND WHITE INC | ||||||||
| P O BOX 124 | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| METHODIST HOSPITAL FOUNDATION | ||||||||
| P O BOX 4384 | HOUSTON | TX | 77210 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $2,500 | |
| METRO DALLAS HOMELESS ALLIANCE | ||||||||
| 2816 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 | |
| MOISHE HOUSE | ||||||||
| 5007 PROVIDENCE ROAD SUITE E216 | CHARLOTTE | NC | 28226 | NONE | PUBLIC CHARITY | RELIGIOUS | $10,000 | |
| MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE | ||||||||
| P O BOX 15071 | NEW ORLEANS | LA | 70175 | NONE | PUBLIC CHARITY | RELIGIOUS | $50,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET NORTHWEST SUITE 550 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CIVIC | $1,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||
| 241 W 72ND STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | RELIGIOUS | $500 | |
| NEIGHBORHOOD HOUSE | ||||||||
| 7780 SOUTHWEST CAPITOL HIGHWAY | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $5,000 | |
| NEW ALTERNATIVES FOR LGBT HOMELESS YOUTH | ||||||||
| 410 WEST 40TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $150 | |
| NEW YORK CITY CENTER | ||||||||
| 130 WEST 56TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | ARTS / CULTURAL | $1,500 | |
| NEW YORK UNIVERSITY | ||||||||
| 22 WASHINGTON SQUARE N 2ND FLOOR | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| NEXT GENERATION BAPTIST CHURCH INC | ||||||||
| 2915 PERDIDO STREET | NEW ORLEANS | LA | 70119 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $10,000 | |
| NORTH SHORE ANIMAL LEAGUE AMERICA | ||||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC CHARITY | CIVIC | $200 | |
| NORTH SHORE LU HEALTH SYSTEM FOUNDATION | ||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $5,000 | |
| OPERATION WARM INC | ||||||||
| P O BOX 822431 | PHILADELPHIA | PA | 19182 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 | |
| OREGON COMMUNITY WAREHOUSE INC | ||||||||
| 3969 NE MARTIN LUTHER KING JR BLVD | PORTLAND | OR | 97212 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $7,500 | |
| PEF ISRAEL ENDOWMENT FUNDS | ||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $5,000 | |
| PARKER JEWISH INSTITUTE | ||||||||
| 271-11 76TH AVENUE | NEW HYDE PARK | NY | 11040 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $10,000 | |
| PASSION FOR CHILDREN'S INC | ||||||||
| P O BOX 192611 | DALLAS | TX | 75219 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $200 | |
| PEDIPLACE | ||||||||
| 502 SOUTH OLD ORCHARD LANE SUITE | LEWISVILLE | TX | 75067 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $2,000 | 126 |
| PHILANTHROPY SOUTHWEST | ||||||||
| 1910 PACIFIC AVENUE SUITE 13500 | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| PIEDMONT CASA | ||||||||
| 818 E HIGH STREET | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| PLANNED PARENTHOOD OF GREATER OHIO | ||||||||
| 206 E STATE STREET | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $500 | |
| PLANNED PARENTHOOD OF GREATER TEXAS INC | ||||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $5,300 | |
| PLANNED PARENTHOOD OF NASSAU COUNTY FOUNDATION | ||||||||
| 540 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $6,400 | |
| PLANNED PARENTHOOD OF NORTH TEXAS INC | ||||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $500 | |
| PLANO ISD EDUCATION FOUNDATION | ||||||||
| 2700 WEST 15TH STREET | PLANO | TX | 75075 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| RAINBOW RAILROAD USA INC | ||||||||
| 601 W 26TH STREET 325-41 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |
| REPAIR THE WORLD INC | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | RELIGIOUS | $5,000 | |
| RIGHT MOVES FOR YOUTH INC | ||||||||
| 2211 W MOREHEAD ROAD | CHARLOTTE | NC | 28208 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $500 | |
| ROOM TO READ | ||||||||
| 465 CALIFORNIA STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| SAVVY LADIES INC | ||||||||
| 39 BROADWAY SUITE 1730 | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| SEARCH HOMELESS SERVICES | ||||||||
| 2015 CONGRESS AVENUE | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,500 | |
| SENIOR CITIZENS OF GREATER DALLAS | ||||||||
| 3910 HARRY HINES BOULEVARD | DALLAS | TX | 75219 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 | |
| SHELTER MINISTRIES OF DALLAS - AUSTIN STREET CENTER | ||||||||
| P 0 BOX 710729 | DALLAS | TX | 75371 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $10,000 | |
| SHELTER MINISTRIES OF DALLAS - GENESIS WOMEN'S SHELTER | ||||||||
| 4411 LEMMON AVENUE SUITE 201 | DALLAS | TX | 75219 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $50,000 | |
| SISTERS OF THE ROAD | ||||||||
| 133 NORTHWEST SIXTH AVENUE | PORTLAND | OR | 97209 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $7,500 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| SOUTHWESTERN MEDICAL FOUNDATION | ||||||||
| 3889 MAPLE AVENUE STE 100 | DALLAS | TX | 75219 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $12,000 | |
| ST JOHN'S BREAD & LIFE PROGRAM | ||||||||
| 795 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $5,000 | |
| ST MARK'S SCHOOL OF TEXAS | ||||||||
| 10600 PRESTON ROAD | DALLAS | TX | 75230 | NONE | PUBLIC CHARITY | EDUCATIONAL | $2,500 | |
| STANLEY M ISAAC NEIGHBORHOOD CENTER | ||||||||
| 415 E 93RD STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| TEMPLE EMANU-EL | ||||||||
| 8500 HILLCREST ROAD | DALLAS | TX | 75225 | NONE | PUBLIC CHARITY | RELIGIOUS | $8,100 | |
| TEMPLE SHALOM LAFAYETTE LA | ||||||||
| P O BOX 53711 | LAFAYETTE | LA | 70505 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,000 | |
| TEXAS A & M FOUNDATION | ||||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $11,000 | |
| THE HILLEL AT TEXAS A&M | ||||||||
| 800 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PUBLIC CHARITY | RELIGIOUS | $13,700 | |
| TEXAS HILLEL FOUNDATION | ||||||||
| 2105 SAN ANTONIO STREET | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | RELIGIOUS | $7,300 | |
| THE CENTRAL CONFERENCE OF AMERICAN RABBIS | ||||||||
| 355 LEXINGTON AVE EIGHTH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | RELIGIOUS | $5,000 | |
| THE FAMILY PLACE | ||||||||
| P O BOX 7999 | DALLAS | TX | 75209 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $25,000 | |
| THE LIBRARY FOUNDATION | ||||||||
| 620 SOUTHWEST FIFTH AVENUE SUITE | PORTLAND | OR | 97204 | NONE | PUBLIC CHARITY | EDUCATIONAL | $10,000 | 1025 |
| THE PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CIVIC | $500 | |
| THE WRITER'S GARRET | ||||||||
| 1250 MAJESTY DRIVE | DALLAS | TX | 75247 | NONE | PUBLIC CHARITY | EDUCATIONAL | $12,500 | |
| TRASH FOR PEACE | ||||||||
| 5006 NE 35TH PLACE | PORTLAND | OR | 97211 | NONE | PUBLIC CHARITY | CIVIC | $500 | |
| TRIO ANIMAL FOUNDATION | ||||||||
| 516 NORTH OGDEN AVENUE SUITE 199 | CHICAGO | IL | 60642 | NONE | PUBLIC CHARITY | CIVIC | $200 | |
| TULANE UNIVERSITY | ||||||||
| P O BOX 61075 | NEW ORLEANS | LA | 70161 | NONE | PUBLIC CHARITY | EDUCATIONAL | $103,333 | |
| UNDIES FOR EVERYONE | ||||||||
| 3610 WILLOWBEND STE 1000 | HOUSTON | TX | 77054 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $50,000 | |
| UNION FOR REFORM JUDAISM | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | RELIGIOUS | $60,000 | |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | ||||||||
| 406 UNIVERSITY AVENUE | OXFORD | MS | 38655 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| UNIVERSITY OF NORTH TEXAS | ||||||||
| 1155 UNION CIRCLE 305369 | DENTON | TX | 76203 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 | |
| UT SOUTHWESTERN MEDICAL CENTER | ||||||||
| P O BOX 910888 | DALLAS | TX | 75391 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $1,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2301 VANDERBILT PLACE PMB 407727 | NASHVILLE | TN | 37240 | NONE | PUBLIC CHARITY | EDUCATIONAL | $15,000 | |
| VOGEL ALCOVE | ||||||||
| P O BOX 150948 | DALLAS | TX | 75315 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 | |
| VOLUNTEER SERVICES COUNCIL | ||||||||
| PO BOX 368 | DENTON | TX | 76202 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,000 | |
| WESTCHESTER COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 75 GRASSLANDS ROAD HARTFORD HALL | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 | |
| WICHITA FALLS AREA FOOD BANK | ||||||||
| PO BOX 623 | WICHITA FALLS | TX | 76307 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $6,000 | |
| WILKINSON CENTER | ||||||||
| P O BOX 720248 | DALLAS | TX | 75372 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 | |
| WILLIAMETTE VALLEY FERRET SHELTER | ||||||||
| 12000 HIGHWAY 47 | CARLTON | OR | 97111 | NONE | PUBLIC CHARITY | CIVIC | $1,200 | |
| YOUNG ADULT INSTITUTE INC | ||||||||
| 220 E 42ND STEET EIGHTH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,408,333 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADJUSTMENT TO NET PRESENT VALUE | |||||||
| N/A | NA | TX | 75240 | NONE | PUBLIC CHARITY | N/A | -$8,804 |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET MS 126 | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $10,000 |
| CROS MINISTRIES | |||||||
| 3677 23RD AVENUE SOUTH SUITE B-101 | LAKE WORTH | FL | 33461 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $5,000 |
| CHILDREN AT RISK INC | |||||||
| 2900 LIVE OAK STREET | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $10,000 |
| CROSSROADS COMMUNITY SERVICES | |||||||
| 4500 SOUTH COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $2,500 |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 300 N HOUSTON | DALLAS | TX | 75202 | NONE | PUBLIC CHARITY | EDUCATIONAL | $141,000 |
| DALLAS SPARK | |||||||
| 1409 S LAMAR STREET SUITE 004 | DALLAS | TX | 75215 | NONE | PUBLIC CHARITY | EDUCATIONAL | $25,000 |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | |||||||
| 777 GLADES RD AD 295 | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | RELIGIOUS | $50,000 |
| GRANT HALIBURTON FOUNDATION INC | |||||||
| 6390 LBJ FREEWAY STE 100 | DALLAS | TX | 75240 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $2,500 |
| INTERFAITH NUTRITION NETWORK | |||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $8,000 |
| JEWISH FAMILY SERVICE - DALLAS | |||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $42,500 |
| LEGACY SENIOR COMMUNITIES | |||||||
| 6101 OHIO DRIVE SUITE 100 | PLANO | TX | 75024 | NONE | PUBLIC CHARITY | HEALTH / MEDICAL | $80,000 |
| METRO DALLAS HOMELESS ALLIANCE | |||||||
| 2816 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 |
| MOISHE HOUSE | |||||||
| 5007 PROVIDENCE ROAD SUITE E216 | CHARLOTTE | NC | 28226 | NONE | PUBLIC CHARITY | RELIGIOUS | $10,000 |
| MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE | |||||||
| P O BOX 15071 | NEW ORLEANS | LA | 70175 | NONE | PUBLIC CHARITY | RELIGIOUS | $50,000 |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | HUNGER RELIEF | $5,000 |
| TEXAS A & M FOUNDATION | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $10,000 |
| THE HILLEL AT TEXAS A&M | |||||||
| 800 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PUBLIC CHARITY | RELIGIOUS | $12,500 |
| THE WRITER'S GARRET | |||||||
| 1250 MAJESTY DRIVE | DALLAS | TX | 75247 | NONE | PUBLIC CHARITY | EDUCATIONAL | $12,500 |
| TULANE UNIVERSITY | |||||||
| P O BOX 61075 | NEW ORLEANS | LA | 70161 | NONE | PUBLIC CHARITY | EDUCATIONAL | $123,333 |
| VOGEL ALCOVE | |||||||
| P O BOX 150948 | DALLAS | TX | 75315 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 |
| WILKINSON CENTER | |||||||
| P O BOX 720248 | DALLAS | TX | 75372 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $606,029 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $770,817 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,897,659 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,669,120 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,669,120 | 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 (16 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| BARBARA AND DONALD ZALE | |||||||
| 1 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $77,456 | Yes (X) | |
| CAROL AND DAVID ZALE | |||||||
| 2 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $500 | Yes (X) | |
| GLORIA AND JERRY LANDSBERG | |||||||
| 3 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $28,028 | Yes (X) | |
| JULIE AND DAVID FIELDS | |||||||
| 4 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $15,438 | Yes (X) | |
| JULIE AND GEORGE TOBOLOWSKY | |||||||
| 5 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $22,500 | Yes (X) | |
| KAREN AND STEVEN SELTZER | |||||||
| 6 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $25,683 | Yes (X) | |
| KATHRYN T AND KEITH KOSHKIN | |||||||
| 7 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $10,000 | Yes (X) | |
| RUTH AND ANDREW SUZMAN | |||||||
| 8 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $32,500 | Yes (X) | |
| SHERYL F AND GORDON BOGEN | |||||||
| 9 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $4,000 | Yes (X) | |
| DANA AND QUIN GERARD | |||||||
| 10 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $525 | Yes (X) | |
| ADAM TOBLOWSKY | |||||||
| 11 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $5,000 | Yes (X) | |
| AMY AND WADE ROSENBERG | |||||||
| 12 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $3,166 | Yes (X) | |
| MARVIN S SWARTZ AND GITA SCHONFELD | |||||||
| 13 | 2500 ALPINE ROAD | DURHAM | NC | 27707 | $100 | Yes (X) | |
| MARGIE AND MAURICE PLOUGH | |||||||
| 14 | 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 | $2,500 | Yes (X) | |
| REGINA J ROGERS | |||||||
| 15 | 3195 DOWLEN ROAD 101-416 | BEAUMONT | TX | 77706 | $100 | Yes (X) | |
| BARBARA BARAS FIELDS IRA | |||||||
| 16 | 200 WEST STREET | NEW YORK | NY | 10282 | $1,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 800 SHARES OF CELEGENE CORP. COMMON STOCK | $77,456 | 2019-08-28 |
| 3 | 100 SHARES APPLE, INC. | $28,028 | 2019-12-17 |
| 6 | 50 SHARES OF INTUITIVE SURGICAL COMMON | $25,683 | 2019-09-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $20,880 | Amt |
| Net Investment Income | $10,440 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,440 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE CONSTRUCTION | 2008-12-01 | $11,626 | $11,626 | SL | 5.000000000000 | $0 | $0 |
| MAG-LOCK FOR OFFICE DOOR | 2011-09-28 | $3,615 | $3,615 | SL | 3.000000000000 | $0 | $0 |
| 2014 NISSAN | 2014-12-02 | $33,000 | $26,400 | SL | 5.000000000000 | $6,600 | $0 |
| REFRIGERATOR | 1998-06-08 | $550 | $550 | SL | 7.000000000000 | $0 | $0 |
| WORKSTATION, DESK, FILES | 2008-12-01 | $3,865 | $3,865 | SL | 7.000000000000 | $0 | $0 |
| CONFERENCE TABLE & CHAIRS | 1998-09-11 | $3,411 | $3,411 | SL | 7.000000000000 | $0 | $0 |
| DESK AND TWO CREDENZAS | 1998-10-02 | $2,550 | $2,550 | SL | 7.000000000000 | $0 | $0 |
| HP LASER JET PRO 300 PRINTER | 2013-08-14 | $565 | $565 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE PHONE | 2010-12-17 | $568 | $568 | SL | 5.000000000000 | $0 | $0 |
| DELL OPTIPLEX (BAC) | 2016-08-16 | $1,225 | $572 | SL | 5.000000000000 | $245 | $0 |
| EPSON PROJECTOR | 2011-10-12 | $535 | $535 | SL | 5.000000000000 | $0 | $0 |
| MICROSOFT SURFACE PRO | 2016-12-15 | $3,047 | $1,218 | SL | 5.000000000000 | $609 | $0 |
| WORKSTATION, BOOKCASE | 2018-12-07 | $1,284 | SL | 7.000000000000 | $183 | $0 | |
| REFRIGERATOR | 2018-12-07 | $791 | SL | 7.000000000000 | $113 | $0 | |
| WORKSTATION, FILES | 2008-12-01 | $3,648 | $3,648 | SL | 7.000000000000 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISRAEL | $250,130 | $250,130 |
| ISRAEL | $250,134 | $250,134 |
| ISRAEL | $250,217 | $250,217 |
| ISRAEL | $250,287 | $250,287 |
| ISRAEL | $250,366 | $250,366 |
| PIMCO TOTAL RETURN FUND | $1,678,934 | $1,678,934 |
| VANGUARD SHORT TERM BOND | $3,633,236 | $3,633,236 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI EMERGING | $739,592 | $739,592 |
| SPDR DOW JONES INT REAL | $320,716 | $320,716 |
| VANGUARD FTSE EMERGING | $483,389 | $483,389 |
| VANGUARD SHORT INFLATION | $995,456 | $995,456 |
| VANGUARD SMALL CAP VALUE | $2,130,068 | $2,130,068 |
| VANGUARD TOTAL STOCK | $3,921,153 | $3,921,153 |
| VANGUARD VALUE ETF | $1,186,515 | $1,186,515 |
| ALLIANZ GI NFJ SMALL CAP | $1,586,266 | $1,586,266 |
| AMERICAN FD BALANCED FD | $1,117,748 | $1,117,748 |
| AMERICAN FD CAP WORLD | $846,603 | $846,603 |
| AMERICAN FD NEW | $892,411 | $892,411 |
| COHEN & STEERS REALTY SH | $198,941 | $198,941 |
| DODGE & COX BALANCED FD | $1,039,472 | $1,039,472 |
| T ROWE PRICE BALACNED FD | $1,106,292 | $1,106,292 |
| T ROWE PRICE REAL ESTATE | $553,360 | $553,360 |
| VANGUARD PRIMECAP FUND | $4,213,177 | $4,213,177 |
| VANGUARD TOTAL INTL STK | $4,093,381 | $4,093,381 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MPM BIO VENTURES | FMV | $284,416 | $284,416 |
| FSPA 2020 | FMV | $49,883 | $49,883 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 2014 NISSAN | $33,000 | $33,000 | $0 | $0 |
| CONFERENCE TABLE & CHAIRS | $3,411 | $3,411 | $0 | $0 |
| HP LASER JET PRO 300 PRINTER | $565 | $565 | $0 | $0 |
| CONFERENCE PHONE | $568 | $568 | $0 | $0 |
| DELL OPTIPLEX (BAC) | $1,225 | $817 | $408 | $408 |
| EPSON PROJECTOR | $535 | $535 | $0 | $0 |
| MICROSOFT SURFACE PRO | $3,047 | $1,827 | $1,220 | $1,220 |
| WORKSTATION, BOOKCASE | $1,284 | $183 | $1,101 | $1,101 |
| REFRIGERATOR | $791 | $113 | $678 | $678 |
| WORKSTATION, FILES | $3,648 | $3,648 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED RECEIVABLES (AT COST) | $43,320 | $95,341 | $95,341 |
| MASS MUTUTAL LIFE INSURANCE - CASH SURRENDER VALUE | $66,230 | $67,847 | $67,847 |
| EXCISE TAX RECEIVABLE | $491 | $4,022 | $4,022 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE - FIVE STATES PRODUCTION ACQUISITION FUND 2020, LLC | $117 |
| EXCISE TAX PENALTY | $138 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES | $4,259 | $4,259 | $0 |
| AUTO | $615 | $307 | $308 |
| INSURANCE | $10,543 | $5,272 | $5,271 |
| MEMBERSHIP & SUBSCRIPTION | $3,651 | $1,826 | $1,825 |
| OFFICE EXPENSE | $13,104 | $6,552 | $6,552 |
| TELEPHONE | $3,360 | $1,680 | $1,680 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $644 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $644 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $644 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAIN ON INVESTMENTS - BROKERAGE ACCOUNTS | $2,739,712 |
| INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE | $1,617 |
| BOOK/TAX DIFFERENCE - MPM BIOVENTURES 2014, LP | $3,589 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY & CUSTODIAN FEES | CategoryTxt |
| Amt | $41,980 | Amt |
| Net Investment Income | $41,980 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| SHERYL F GORDON BOGEN | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| KAREN AND STEVEN SELTZER | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| JULIE AND GEORGE TOBOLOWSKY | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| GLORIA JERRY LANDSBERG | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| JULIE AND DAVID FIELDS | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| BETTY ZALE | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| BARBARA AND DONALD ZALE | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| RUTH AND ANDREW SUZMAN | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| AMY AND WADE ROSENBERG | |||
| 17440 DALLAS PARKWAY SUITE 109 | DALLAS | TX | 75287 |
| BARBARA BARAS FIELDS IRA | |||
| 200 WEST STREET | NEW YORK | NY | 10282 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $15,825 | $5,125 | $10,700 |
| EXCISE TAX | $24,498 | $0 | $0 |
| FOREIGN TAX | $11,101 | $11,101 | $0 |