ANNE C AND JOSEPH A SLICKER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANNE C AND JOSEPH A SLICKER FOUNDATION (EIN 20-1785937)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-01
- IRS object ID
- 202041229349100009
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-01T11:01:54-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752074778 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIER REEVES & LAWLEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3424 TEXAS BOULEVARD | AddressLine1Txt |
| City | TEXARKANA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75503 | 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 | 201785937 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE C & JOSEPH A | BusinessNameLine1Txt |
| Business Name Line2 | SLICKER FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 2143571100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4222 MELISSA LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE SLICKER MULCAHY | PersonNm |
| Person Title | VP/SECRETARY | PersonTitleTxt |
| Signature | 2020-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BELINDA BAKER | PreparerPersonNm |
| PTIN | P00004621 | PTIN |
| Phone | 9037935695 | PhoneNum |
| Preparation | 2020-04-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.117.12.99 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-01 | IPDt |
| IP Tm | 11:01:54 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 20CB966EE73A2CC0205E8AF2DDF0C7B95EE66EEB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 20CB966EE73A2CC0205E8AF2DDF0C7B95EE66EEB | 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 | $5,833,278 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,590 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,590 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $164,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $164,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $500,071 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $232 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $232 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $162,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169,445 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,600 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,336 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,802 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,534 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,292 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,530 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,969 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,981 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,988 | OccupancyDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $123,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,752 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $313,335 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,320 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,900 | CashBOYAmt |
| Cash EOY | $4,537 | CashEOYAmt |
| Cash EOYFMV | $4,537 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $259,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,902 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,902 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $29,895 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $29,911 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $29,505 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,273,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,245,596 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,542,206 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $118,532 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $117,378 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $118,128 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,686,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,536,324 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,833,278 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $918 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,530 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $918 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,530 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,685,880 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,534,794 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,685,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,534,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,686,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,536,324 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,685,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,086 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,534,794 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,534,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $464,907 | GrossSalesPriceAmt |
| Cost Or Other Basis | $507,267 | CostOrOtherBasisAmt |
| Gain Or Loss | -$42,360 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$42,360 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,196 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $213,082 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,618,175 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037927 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $160,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,473,875 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046072 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $282,032 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,351,484 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052702 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $280,161 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,502,796 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050912 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $334,538 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,143,612 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054453 | DistributionYr5Rt |
| Total Distribution | 0.242066 | TotalDistributionRt |
| Average Distribution | 0.048413 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,567,911 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $269,559 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $953 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $270,512 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $236,752 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,906 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,906 | SubtotalAmt |
| Tax Based On Investment Income | $1,906 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $1,034 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143571100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4222 MELISSA LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN K SLICKER | ||||||||
| PO BOX 1210 | AGOURA HILLS | CA | 91376 | PRESIDENT/TR | 4.00 | $26,000 | $0 | $0 |
| JOANNE SLICKER MULCAHY | ||||||||
| 4222 MELISSA LANE | DALLAS | TX | 75229 | VP/SECRETARY | 4.00 | $26,000 | $0 | $0 |
| MARGARET MULCAHY | ||||||||
| 4222 MELISSA LANE | DALLAS | TX | 75229 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,420,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $232,662 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,652,702 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,652,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,567,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,396 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $278,396 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,906 | TotalTaxAmt |
| Distributable Before Adj | $276,490 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $276,490 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $276,490 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,752 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $236,752 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $236,752 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,490 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $491 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,037 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,846 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $33,374 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,752 | QualifyingDistributionsAmt |
| Applied To Current Year | $236,752 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $33,374 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,374 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $6,364 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANANDA LOS ANGELES | ||||||||
| 2405 6TH AVE | LOS ANGELES | CA | 90018 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| ANGELS IN TRAINING INC | ||||||||
| 26500 W AGOURA RD SUITE 1 | CALABASAS | CA | 91302 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| APPLE FARM COMMUNITY | ||||||||
| 12291 HOFFMAN ROAD | THREE RIVERS | MI | 49093 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| CENTER FOR ECOZOIC STUDIES | ||||||||
| 2516 WINNINGHAM RD | CHAPEL HILL | NC | 27516 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $2,500 | |
| COMMUNITY PARTNERS OF DALLAS | ||||||||
| 1215 SKILES ST | DALLAS | TX | 75204 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $10,000 | |
| DALLAS FOUNDATION AWARE FUND | ||||||||
| 3963 MAPLE AVE SUITE 390 | DALLAS | TX | 75219 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,200 | |
| DALLAS ROTARY CLUB FOUNDATION | ||||||||
| 5430 GLEN LAKES DR | DALLAS | TX | 75231 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | STE 240 |
| DALLAS SYMPHONY ORCHESTRA | ||||||||
| 2301 FLORA ST | DALLAS | TX | 75201 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSE | $1,700 | |
| EPISCOPAL SCHOOL OF DALLAS | ||||||||
| 4100 MERRELL RD | DALLAS | TX | 75229 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $27,500 | |
| EPWORTH CHURCH ASSOCIATION | ||||||||
| 1161 NORTH LAKESHORE DR | LUDDINGTON | MI | 49431 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | |
| HEALING HEARTS AND HANDS | ||||||||
| 6107 MEADOWCREST LN | SACHSE | TX | 75048 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $2,000 | |
| NATURAL WAKEFULNESS CENTER | ||||||||
| 41 UNION SQUARE WEST | NEW YORK | NY | 10003 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $10,000 | STE 835 |
| ONE LIFE ALLIANCE | ||||||||
| P O BOX 134 | NELLYSFORD | VA | 22958 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| PLANNED PARENTHOOD | ||||||||
| 7424 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSE | $25,000 | STE 206 |
| PRESTON HOLLOW PRESBYTERIAN CHURCH | ||||||||
| 9800 PRESTON RD | DALLAS | TX | 75230 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSE | $1,000 | |
| REALISTIC LIVING | ||||||||
| 3578 N STATE HIGHWAY 78 | BONHAM | TX | 75418 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $2,500 | |
| ROOM TO READ | ||||||||
| 465 CALIFORNIA ST | SAN FRANCISCO | CA | 94104 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | STE 1000 |
| ROTARY FOUNDATION | ||||||||
| ONE ROTARY CENTER | EVANSTON | IL | 60201 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $44,000 | 1560 SHERMAN AVE |
| SELF ENQUIRY LIFE FELLOWSHIP | ||||||||
| P O BOX 30627 | SANTA BARBARA | CA | 93130 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $10,000 | |
| ST MICHAEL ALL ANGELS EPISCOPAL CH | ||||||||
| 8011 DOUGLAS AVE | DALLAS | TX | 75225 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $3,500 | |
| SYNCHRONICITY FOUNDATION | ||||||||
| P O BOX 694 | NELLYSFORD | VA | 22958 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| TEXAS HEALTH RESOURCES FOUNDATION | ||||||||
| 612 E LAMAR BLVD STE 300 | ARLINGTON | TX | 76011 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | |
| THE SILENCE FOUNDATION | ||||||||
| 4200 NW 51ST ST | OKLAHOMA CITY | OK | 73112 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,500 | |
| TIBETAN CENTER COMPASSION & WISDOM | ||||||||
| 160 CORTE MADERA AVENUE | MILL VALLEY | CA | 94911 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $10,000 | |
| TODAY FOUNDATION | ||||||||
| 8150 N CENTRAL EXPY | DALLAS | TX | 75206 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | STE 1900 |
| WEST POINT ASSOCIATION OF GRADUATES | ||||||||
| 698 MILLS RD | WEST POINT | NY | 10996 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | HERBERT ALUMNI CENTER |
| WIPE OUT KIDS CANCER | ||||||||
| 1349 EMPIRE CENTRAL | DALLAS | TX | 75247 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $2,600 | STE 100 LB18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,590 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,623 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,196 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $162,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $162,249 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRIER, REEVES & LAWLEY | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $117,378 | EOYBookValueAmt |
| EOYFMV | $118,128 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $5,245,596 | EOYBookValueAmt |
| EOYFMV | $5,542,206 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $29,911 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $29,505 | USGovtObligationsEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $232 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $232 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES | Desc |
| BOY Book Value | $918 | BOYBookValueAmt |
| EOY Book Value | $1,530 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANCORPSOUTH | $2,446 | $1,468 | $978 |
| NORTHERN TRUST | $43,890 | $26,334 | $17,556 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $3,997 | $3,997 | |
| PAYROLL TAXES | $3,825 | $2,295 | $1,530 |
| TAX ON INVESTMENT INCOME | $2,458 |