THE FRITZ AND MARY LEE DUDA FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE FRITZ AND MARY LEE DUDA FAMILY FOUNDATION (EIN 43-6765664)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349105143
- 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
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T16:10:10-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471745781 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRDSONG ADAMS KNIGHT CARROLL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7557 RAMBLER ROAD SUITE 560 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | 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 | 436765664 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRITZ AND MARY LEE DUDA FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIT | BusinessNameControlTxt |
| Phone | 9726168777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 WOODSIDE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F DUDA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9726168777 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARLOS W KNIGHT | PreparerPersonNm |
| PTIN | P00153271 | PTIN |
| Phone | 9728844720 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.181.231.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 14:28:19 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FC86269B59495810E6993CDAF043460D9709124C | 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 | $25,492,686 | 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 | $6,460,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $369,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $369,739 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $369,740 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$111,893 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $409,688 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $409,688 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $409,688 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,127,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $779,427 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $779,428 | 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 |
| Accounting Fees Rev And Expnss | $15,105 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,105 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $13,659 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $13,659 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $928 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $928 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $397,816 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $397,790 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $459,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $411,449 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,059 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,066,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,066,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,526,859 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $411,449 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,083,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,600,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $367,978 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $779,428 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $432,014 | CashBOYAmt |
| Cash EOY | $7,324,088 | CashEOYAmt |
| Cash EOYFMV | $7,324,088 | CashEOYFMVAmt |
| Corporate Stock BOY | $874,078 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,001,927 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,001,927 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $18,148,013 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,134,758 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,134,758 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $108,511 | OtherAssetsBOYAmt |
| Other Assets EOY | $31,913 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $31,913 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,562,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,492,686 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,492,686 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $50 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $50 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,562,566 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,492,686 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,562,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,492,686 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,562,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,492,686 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,562,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,600,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $330,244 | OtherIncreasesAmt |
| Subtotal | $25,493,486 | SubtotalAmt |
| Other Decreases | $800 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,492,686 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| TIFF MULTI-ASSET FUND | P | -$233,044 | -$233,044 |
| LBA REALTY FUND III, INC | P | $77,949 | $77,949 |
| NB-ATHYRIUM OPPORTUNITIES FUND III LP | P | $2,705 | $2,705 |
| NB-ATHYRIUM OPPORTUNITIES FUND III LP | P | $19,414 | $19,414 |
| CONGRUENT CREDIT OPPORTUNITIES FUND III, LP | P | $14,033 | $14,033 |
| STRATEGIC PARTNER VIII LP | P | $12,439 | $12,439 |
| STRATEGIC PARTNER VIII LP | P | $22,968 | $22,968 |
| NGP NATURAL RESOUCES XI, LP | P | -$309 | -$309 |
| NB-ATHYRIUM OPPORTUNITIES FUND III LP | P | $9,388 | $9,388 |
| OPEX CAPITAL PARTNERS FUND, LP | P | $32,814 | $32,814 |
| VIDA LOGEVITY FUND LP | P | $377 | $377 |
| VIDA LOGEVITY FUND LP | P | -$15,989 | -$15,989 |
| MERIT ENERGY PARTNERS H, LP | P | $4 | $4 |
| MERIT ENERGY PARTNERS I, LP | P | $3 | $3 |
| OCM PRINCIPAL OPPORTUNITIES FUND III, LP | P | $2,175 | $2,175 |
| OCM OPPORTUNITIES FUND V, LP | P | $73 | $73 |
| OCM OPPORTUNITIES FUND V, LP | P | $4,284 | $4,284 |
| OCM WKI HOLDINGS LLC | P | $24 | $24 |
| OCM WKI HOLDINGS LLC | P | $48 | $48 |
| MERRILL LYNCH | P | -$21,854 | -$21,854 |
| GSO CAP SOL OVERSEAS FEEDER | P | $14,463 | $14,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$58,035 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $126,055 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $970,751 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,576,957 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049586 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $921,559 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,943,398 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048648 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $963,027 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,699,682 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051500 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,018,419 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,436,661 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052397 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,065,113 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,860,292 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053630 | DistributionYr5Rt |
| Total Distribution | 0.255761 | TotalDistributionRt |
| Average Distribution | 0.051152 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,053,680 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,025,786 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,680 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,029,466 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,083,009 | 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 | $3,680 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,680 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,680 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,704 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,704 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $40,024 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $40,024 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | JAMES F DUDA | IndividualWithBooksNm |
| Phone | 9726168777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 WOODSIDE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| FRITZ L DUDA | |||||||||
| C/O JAMES F DUDA 2801 WOODSIDE | STREET | DALLAS | TX | 75204 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARY L DUDA | |||||||||
| C/O JAMES F DUDA 2801 WOODSIDE | STREET | DALLAS | TX | 75204 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LEIGH A DUDA SCOTT | |||||||||
| C/O JAMES F DUDA 2801 WOODSIDE | STREET | DALLAS | TX | 75204 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LENDY D DUDA VAIL | |||||||||
| C/O JAMES F DUDA 2801 WOODSIDE | STREET | DALLAS | TX | 75204 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| FRITZ L DUDA JR | |||||||||
| C/O JAMES F DUDA 2801 WOODSIDE | STREET | DALLAS | TX | 75204 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JAMES F DUDA | |||||||||
| C/O JAMES F DUDA 2801 WOODSIDE | STREET | DALLAS | TX | 75204 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LINDSEY DUDA COE | |||||||||
| C/O JAMES F DUDA 2801 WOODSIDE | STREET | DALLAS | TX | 75201 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,101,910 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,424,589 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,832,567 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,359,066 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,359,066 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $305,386 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,053,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,002,684 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,002,684 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,680 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,680 | TotalTaxAmt |
| Distributable Before Adj | $999,004 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $999,004 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $999,004 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,083,009 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,083,009 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,680 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,079,329 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $999,004 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $388,387 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,083,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $388,387 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $694,622 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $304,382 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRITZ L DUDA | ContributingManagerNm |
| Contributing Manager | MARY L DUDA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION ADMINISTRATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 WOODSIDE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9726168777 | RecipientPhoneNum |
| Recipient Email Address | NONE | RecipientEmailAddressTxt |
| Form And Info And Materials | A LETTER SHOULD BE SUBMITTED INCLUDING THE NAME AND PURPOSE OF THE ORGANIZATION. THE ORGANIZATION SHOULD ALSO SPECIFICALLY STATE THE AMOUNT OF CONTRIBUTION REQUESTED, AND A DESCRIPTION OF HOW THESE FUNDS WILL BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A DIFFERENT BREED ANIMAL RESCUE | |||||||
| 11700 PRESTON RD STE 660 PMB 335 | DALLAS | TX | 75230 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| ACE SERVICE THROUGH TEACHING PROGRAM | |||||||
| 107 CAROLE SANDNER HALL | NOTRE DAME | IN | 46556 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 |
| ADVOCACY & CARING FOR CHILDREN | |||||||
| 100 23RD AVE S | SEATTLE | WA | 98144 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| AMERICAN FRIENDS OF THE CZECH REPUBLIC | |||||||
| 4410 MASSACHUSETTES AVE NW 391 | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| ANDREW BERGHOFF MEMORIAL SCHOLARSHIP FUND | |||||||
| 7655 WEST DEMPSTER STREET | NILES | IL | 60714 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| ARCHDIOCESE OF CHICAGO | |||||||
| 835 N RUSH ST | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | CELEBRATING CATHOLIC EDUCATION BREAKFAST | $2,500 |
| ARCHDIOCESE OF CHICAGO | |||||||
| 835 N RUSH ST | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | FORE THE KIDS HOLE SPONSORSHIP | $1,000 |
| ASU FOUNDATION | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,500 |
| BAYLOR HEALTHCARE SYSTEM FOUNDATION | |||||||
| 3600 GASTON AVE BARNETT TOWER 100 | DALLAS | TX | 752461800 | NONE | PUBLIC CHARITY | 2019 BOARD GIVING CAMPAIGN | $10,000 |
| BISHOP BLANCHET HIGH SCHOOL | |||||||
| 8200 WALLINGFORD AVENUE NORTH | SEATTLE | WA | 98103 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| BISHOP DUNNE CATHOLIC SCHOOL | |||||||
| 3900 RUGGED DRIVE | DALLAS | TX | 75224 | NONE | PUBLIC CHARITY | 2019 19TH ANNUAL 100 DINNER | $10,000 |
| BRAVE ONES FOUNDATION | |||||||
| 9151 ATLANTA AVE STE 8384 | HUNTINGTON BEACH | CA | 92615 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 W 44TH ST STE 609 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| CAMP CARE | |||||||
| PO BOX 12155 | RENO | NV | 89510 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| CANE RUSSO RESCUE | |||||||
| 1421 WEST MAIN STREET | CARROLLTON | TX | 75006 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| CASA DE VIDA | |||||||
| 1290 MILL STREET | RENO | NV | 89502 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| CATHOLIC CHARITIES USA | |||||||
| 2050 BALLENGER AVE STE 400 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| CHICAGO YACHT CLUB FOUNDATION | |||||||
| 400 EAST MONROE STREET | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | 2019 CHICAGO REGATTA FUNDRAISER | $2,500 |
| CHRIST THE KING CATHOLIC CHURCH | |||||||
| 4100 COLGATE AVENUE | DALLAS | TX | 75225 | NONE | PUBLIC CHARITY | PASTOR'S CIRCLE DONATION | $10,000 |
| CONSTITUTIONAL RIGHTS FOUNDATION | |||||||
| 4101 WESTERLY PLACE STE 101 | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| CRISIS CENTER INC | |||||||
| 101 N MONTGOMERY ST | GARY | IN | 46403 | NONE | PUBLIC CHARITY | 2019 WINE FEST & AUCTION | $1,000 |
| DALLAS 24 HOUR CLUB INC | |||||||
| 4636 ROSS AVE | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | CREEK TEA CUP | $1,000 |
| DEPT OF CATHOLIC SCHOOLS RCBO | |||||||
| 13280 CHAPMAN AVENUE | ORANGE | CA | 92840 | NONE | PUBLIC CHARITY | STEM LAB/SCHOLARSHIP FUND | $180,000 |
| DUKE LAW SCHOOL | |||||||
| PO BOX 90389 | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| EDDY HOUSE | |||||||
| PO BOX 6207 | RENO | NV | 89513 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| EL SOL FOUNDATION | |||||||
| 328 W HALESWORTH ST | SANTA ANA | CA | 92701 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| FISHING FOR HEROES INC | |||||||
| 1849 VZ COUNTY RD 2502 | CANTON | TX | 75103 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| FRIENDS OF WASHOE COUNTY CAC | |||||||
| 3983 S MCCARRAN BLVD | RENO | NV | 89502 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| GIRL SCOUT TROOP #156 | |||||||
| 12212 RIDGECOVE DR | DALLAS | TX | 75234 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| GIRLS INC | |||||||
| 2040 EMPIRE CENTRAL DR | DALLAS | TX | 75235 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| GIRLS INC OF ORANGE COUNTY | |||||||
| 1815 ANAHEIM AVENUE | COSTA MESA | CA | 92627 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| GIVINGMAS | |||||||
| PO BOX 140776 | DALLAS | TX | 75214 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| GRANT HALLIBURTON FOUNDATION | |||||||
| 6390 LBJ FREEWAY STE 100 | DALLAS | TX | 75240 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $750 |
| GREAT LAKES CENTER FOR THE ARTS | |||||||
| 800 BAY HARBOR DR | BAY HARBOR | MI | 49770 | NONE | PUBLIC CHARITY | 2019 ANNUAL FUND | $10,000 |
| HOLY NAMES ACADEMY | |||||||
| 728 - 21ST AVENUE E | SEATTLE | WA | 98112 | NONE | PUBLIC CHARITY | FOUNDATION FOR THE FUTURE | $25,000 |
| ICARE DOG RESCUE | |||||||
| 31441 SANTA MARGARITA PKWY STE A194 | RANCHO SANTA MARGARITA | CA | 92688 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| ILYA ROBLE SHEA SAILING | |||||||
| PO BOX 662 | EAST TROY | WI | 53120 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| JAMES L WEST CENTER FOR DEMENTIA | |||||||
| 1111 SUMMIT AVE | FORT WORTH | TX | 76102 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $750 |
| JESUIT COLLEGE PREPARATORY | |||||||
| 12345 INWOOD ROAD | DALLAS | TX | 75244 | NONE | PUBLIC CHARITY | RUGBY CLUB & SCHOLARSHIP FUND | $13,000 |
| JESUIT DALLAS FOUNDATION | |||||||
| 12345 INWOOD ROAD | DALLAS | TX | 75244 | NONE | PUBLIC CHARITY | GOLF TOURNAMENT SPONSORSHIP | $6,750 |
| JUNE SHELTON SCHOOL & EVAL CENTER | |||||||
| 15720 HILLCREST | DALLAS | TX | 75248 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| JUNIOR LEAGUE OF RENO | |||||||
| 190 W HUFFAKER LN | RENO | NV | 89511 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| LAURA'S HOUSE | |||||||
| 999 CORPORATE DR 225 | LADERA RANCH | CA | 92694 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| LITTLE TRAVERSE CONSERVANCY | |||||||
| 3264 POWELL RD | HARBOR SPRINGS | MI | 49740 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| MARINE SCIENCES & SEAMANSHIP FOUNDATION | |||||||
| 1851 E 1ST ST STE 900 | SANTA ANA | CA | 92705 | NONE | PUBLIC CHARITY | GOVERNOR'S CUP INT'L YOUTH MATCH | $2,500 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $110,000 |
| MAZON | |||||||
| 10850 WILSHIRE BLVD STE 400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| NEWPORT BEACH FILM FESTIVAL | |||||||
| 4540 CAMPUS DR | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC CHARITY | 2019 FILM FESTIVAL | $10,000 |
| NORTHERN NEVADA CHILDREN'S CANCER FOUNDATION | |||||||
| 3550 BARRON WAY 9A | RENO | NV | 89511 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| NORTHERN NEVADA RAVE FAMILY FOUNDATION | |||||||
| PO BOX 2072 | SPARKS | NV | 89432 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| NORTHWESTERN UNIVERSITY | |||||||
| 28274 NETWORK PLACE | CHICAGO | IL | 60673 | NONE | PUBLIC CHARITY | WNUR RADIO STATION | $1,000 |
| NOTRE DAME SCHOOL - AN AFFAIR OF THE HEART | |||||||
| 2018 ALLEN STREET | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | FULL YEAR SCHOLARSHIP | $9,750 |
| OC GATEWAY TO HOUSING | |||||||
| PO BOX 234 | CORONA DEL MAR | CA | 92625 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| OC WOMEN'S HEALTH PROJECT | |||||||
| 1505 E 17TH ST STE 101 | SANTA ANA | CA | 92705 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| ORANGEWOOD FOUNDATION | |||||||
| 1575 E 17TH ST | SANTA ANA | CA | 92705 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| OUR LADY OF PERPETUAL HELP | |||||||
| 7625 CORTLAND AVE | DALLAS | TX | 75235 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| OUTLIVE YOURSELF FOUNDATION | |||||||
| 5489 BLAIR RD | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| OUTTEACH | |||||||
| 1700 UNIVERSITY DR STE 260 | FORT WORTH | TX | 76107 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| PAW PRINTS IN THE SAND ANIMAL RESCUE | |||||||
| 220 NEWPORT CENTER DR 11-525 | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| PLATTSMOUTH HIGH SCHOOL | |||||||
| 1916 EAST HIGHWAY 34 | PLATTSMOUTH | NE | 68048 | NONE | PUBLIC CHARITY | SCHOLARSHIP RECEPTION | $200 |
| PRESTONWOOD CARING PEOPLE NETWORK | |||||||
| 690 W CAMPBELL RD STE 150 | RICHARDSON | TX | 75080 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| RAVEN HILL DISCOVERY CENTER | |||||||
| 4737 FULLER RD | EAST JORDAN | MI | 49727 | NONE | PUBLIC CHARITY | 2019 DISCOVERY CIRCLE | $250 |
| READERS2LEADERS | |||||||
| PO BOX 195076 | DALLAS | TX | 75219 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| RENOWN HEALTH FOUNDATION | |||||||
| 1155 MILL ST O2 | RENO | NV | 89502 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| RODGERS CENTER FOR HOLOCAUST EDUCATION | |||||||
| 1 UNIVERSITY DR | ORANGE | CA | 92866 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| SHADY CANYON GOLF CLUB | |||||||
| 100 SHADY CANYON DR | IRVINE | CA | 92603 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| SMU COX SCHOOL OF BUSINESS - RUGBY CLUB | |||||||
| PO BOX 750333 | DALLAS | TX | 75275 | NONE | PUBLIC CHARITY | COX MBA RUGBY CLUB | $10,000 |
| ST MARY OF CARMEL CATHOLIC SCHOOL | |||||||
| 1716 SINGLETON BLVD | DALLAS | TX | 75212 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| ST MARY'S CATHOLIC CHURCH | |||||||
| 228 E JEFFERSON ST | IOWA CITY | IA | 52245 | NONE | PUBLIC CHARITY | BELL & CHIMES PROJECT | $18,000 |
| ST MATTHIAS ELEMENTARY SCHOOL | |||||||
| 4910 N CLAREMONT AVE | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| ST THOMAS THE APOSTLE SCHOOL | |||||||
| 5467 S WOODLAWN AVENUE | CHICAGO | IL | 60615 | NONE | PUBLIC CHARITY | STARRY NIGHT SPONSORSHIP | $1,000 |
| THE CHILDREN'S CABINET | |||||||
| 1090 SOUTH ROCK BLVD | RENO | NV | 89502 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| THE INDEPENDENCE FUND INC | |||||||
| 9013 PERIMETER WOODS DR STE E | CHARLOTTE | NC | 28216 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| THE STATE UNIVERSITY OF IOWA FOUNDATION | |||||||
| ONE WEST PARK ROAD | IOWA CITY | IA | 52242 | NONE | PUBLIC CHARITY | THE CLUBHOUSE FUND | $250,000 |
| UCI MEDICAL CENTER | |||||||
| 101 THE CITY DR S | ORANGE | CA | 92868 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| UCI MEDICAL SCHOOL | |||||||
| 100 THEORY STE 250 | IRVINE | CA | 92617 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| UNIVERSITY OF CALIFORNIA | |||||||
| 1995 UNIVERSITY AVE STE 401 | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF NEVADA RENO FOUNDATION | |||||||
| 1664 N VIRGINIA ST M/S 266 | RENO | NV | 89557 | NONE | PUBLIC CHARITY | NEVADA FOOTBALL | $2,500 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1251 N EDDY ST | SOUTH BEND | IN | 46617 | NONE | PUBLIC CHARITY | RUGBY PROGRAM & GENERAL SUPPORT | $11,000 |
| UNIVERSITY SYNAGOGUE | |||||||
| 3400 MICHAELSON DRIVE | IRVINE | CA | 92612 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| UPLIFT EDUCATION | |||||||
| 1825 MARKET CENTER BLVD STE 500 | DALLAS | TX | 75207 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| URSULINE ACADEMY OF DALLAS FOUNDATION | |||||||
| PO BOX 671305 | DALLAS | TX | 753671305 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| USC LUSK CENTER FOR REAL ESTATE | |||||||
| 650 CHILDS WAY RGL 331 | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| WEIMARANER RESCUE OF NORTH TEXAS | |||||||
| 4347 W NORTHWEST HIGHWAY STE 130 | DALLAS | TX | 75220 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| WINNETKA PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 97 | WINNETKA | IL | 60093 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| WOODROW WILSON HIGH SCHOOL | |||||||
| 100 S GLASGOW DR | DALLAS | TX | 75214 | NONE | PUBLIC CHARITY | PEACE PANTRY | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,066,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $369,740 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $409,688 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$111,893 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $409,688 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $257,847 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $667,535 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LINDSEY DUDA COE | ||||||
| 1 | 2801 WOODSIDE STREET | DALLAS | TX | 75204 | $460,000 | Yes (X) |
| COLUMBIA INVESTMENT COMPANY LLC | ||||||
| 2 | 2801 WOODSIDE STREET | DALLAS | TX | 75204 | $6,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $6,880 | $0 | $0 | $6,880 |
| LEGAL FEES | $8,225 | $0 | $0 | $8,225 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|
| CONGRUENT CREDIT OPPORTUNTIES FUND III LP | PURCHASED | $0 | -$58 |
| STRATEGIC PARTNER VIII LP | PURCHASED | $0 | -$65 |
| NGP NATURAL RESOURCES XI, LP | PURCHASED | $0 | $10,219 |
| MERIT ENERGY PARTNERS H, LP | PURCHASED | $0 | -$64,320 |
| MERIT ENERGY PARTNERS I, LP | PURCHASED | $0 | $366 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LBA REALTY FUND III, INC | $862,279 | $862,279 |
| GSO CAPITAL SOLUTIONS FUND II (C CORP) | $139,648 | $139,648 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROKERAGE - VANGUARD | AT COST | $661,882 | $661,882 |
| CONGRUENT CREDIT OPP FUND III | AT COST | $463,539 | $463,539 |
| CORRUM CAPITAL AVIATION PARTNERS | AT COST | $880,109 | $880,109 |
| CORRUM CAPITAL AVIATION PARTNERS II, LP | AT COST | $376,114 | $376,114 |
| CRESTLINE SPECIALTY LENDING (CAYMAN C) FUND | AT COST | $1,189,928 | $1,189,928 |
| GSO CAPITAL SOLUTIONS FUND II | AT COST | $7,257 | $7,257 |
| MERIT ENERGY PARTNERS H, LP | AT COST | $631,752 | $631,752 |
| MERIT ENERGY PARTNERS I, LP | AT COST | $491,355 | $491,355 |
| NB-ATHYRIUM OPPORTUNITIES FUND III LP | AT COST | $1,919,054 | $1,919,054 |
| NGP NATURAL RESOURCES XI LP | AT COST | $175,362 | $175,362 |
| OCM OPPORTUNITIES FUND V, LP | AT COST | $477 | $477 |
| OCM OPPORTUNITIES FUND VI, LP | AT COST | $92 | $92 |
| OHA EUROPEAN CREDIT FUND | AT COST | $132,882 | $132,882 |
| OPEX CAPITAL PARTNERS FUND, LP | AT COST | $1,221,687 | $1,221,687 |
| SPRINGBOK ENERGY FEEDER FUND | AT COST | $1,077,692 | $1,077,692 |
| STRATEGIC PARTNERS VIII LP | AT COST | $436,744 | $436,744 |
| TIFF MULTI-ASSET FUND | AT COST | $5,424,454 | $5,424,454 |
| VIDA LONGEVITY FUND, LP | AT COST | $2,044,378 | $2,044,378 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DISTRIBUTION RECEIVABLE | $108,511 | $28,794 | $28,794 |
| ACCOUNTS RECEIVABLE | $3,119 | $3,119 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DEDUCTIBLE FROM PASSTHROUGHS | $780 |
| 50% MEALS | $20 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER INVESTMENT EXPENSES | $397,790 | $397,790 | $0 | $0 |
| BANK SERVICE CHARGES | $12 | $0 | $0 | $12 |
| MISCELLANEOUS | -$6 | $0 | $0 | -$6 |
| MEALS | $20 | $0 | $0 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT INCOME FROM PARTNERSHIPS | $345,432 | $345,432 | $345,432 |
| ORDINARY INCOME/LOSS FROM PASSTHROUGH | $64,256 | $64,256 | $64,256 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCES FROM PASSTHROUGHS | $330,115 |
| BOOK/TAX DIFFERENCE - TAX EXEMPT INC | $1 |
| BOOK/TAX DIFFERENCE - OTHER | $121 |
| ROUNDING | $7 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OCM WKI HOLDINGS | Desc |
| BOY Book Value | $50 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $32,401 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |