BUEHRING FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BUEHRING FAMILY FOUNDATION (EIN 75-2836286)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202043169349102209
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T21:20:31Z | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431871840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRB TAX GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11661 PRESTON RD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | 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 | 752836286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUEHRING FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUEH | BusinessNameControlTxt |
| Phone | 2145646748 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6335 W NORTHWEST HWY APT 421 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BUEHRING | PersonNm |
| Person Title | MEMBER | PersonTitleTxt |
| Phone | 2145646748 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sammy Jaffe | PreparerPersonNm |
| PTIN | P00116351 | PTIN |
| Phone | 2143730700 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.99.3.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 15:30:07 | IPTm |
| Federal Original Submission Id | 75564520201342386495 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 86CA1D91CF2942C1C1C14023559734BB6D644C46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 86CA1D91CF2942C1C1C14023559734BB6D644C46 | 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 | $358,668 | 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 Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $28 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,425 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,425 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,333 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $191,953 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,333 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,119 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $13,786 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,786 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,572 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,350 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,675 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $2,675 | CompOfcrDirTrstAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $350 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $350 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $93 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $92 | TaxesAdjNetIncmAmt |
| Occupancy Rev And Expnss | $2,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,000 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $1,000 | OccupancyAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $175 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,293 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,292 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,293 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,292 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,624 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,493 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,280 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,598 | CashBOYAmt |
| Cash EOY | $25,718 | CashEOYAmt |
| Cash EOYFMV | $25,718 | CashEOYFMVAmt |
| Other Investments BOY | $296,352 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $332,950 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $332,950 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $332,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $358,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $358,668 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $332,950 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $358,668 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $332,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $358,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $332,950 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $358,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $332,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,624 | ExcessRevenueOverExpensesAmt |
| Other Increases | $39,022 | OtherIncreasesAmt |
| Subtotal | $359,348 | SubtotalAmt |
| Other Decreases | $680 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $358,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAP GAIN FROM FIDELITY | 2019-01-01 | 2019-01-01 | $7,648 | $7,648 | $7,648 | ||
| AM AMCAP | 2019-02-02 | 2019-06-26 | $10,053 | -$3 | -$3 | P | $10,056 |
| AM CAP WRLD STOCK | 2019-01-01 | 2019-06-26 | $3,293 | -$44 | -$44 | P | $3,337 |
| AMERICAN EURPSPACE | 2019-01-01 | 2019-06-24 | $4,264 | -$15 | -$15 | P | $4,279 |
| AMERICAN GROWTH FUND | 2018-11-12 | 2019-03-07 | $3,600 | -$191 | -$191 | P | $3,791 |
| AMERICAN NEW ECONOMY | 2018-07-02 | 2019-06-24 | $9,996 | -$4 | -$4 | P | $10,000 |
| AM NEW PERSPETIVE | 2018-03-03 | 2019-03-15 | $3,737 | -$24 | -$24 | $3,761 | |
| AM SHORT TERM BOND | 2018-07-07 | 2019-03-19 | $32,386 | $222 | $222 | $32,164 | |
| AM SHORT TERM TAX EXEMPT | 2019-01-20 | 2019-06-24 | $34,184 | $338 | $338 | P | $33,846 |
| AM WASHINGTON MUTUAL | 2019-01-01 | 2019-03-21 | $7,500 | -$165 | -$165 | P | $7,665 |
| FIDELITY SELECT | 2019-02-02 | 2019-03-22 | $7,460 | $460 | $460 | P | $7,000 |
| ISHARES | 2019-01-01 | 2019-03-18 | $5,101 | -$144 | -$144 | P | $5,245 |
| ISHARES CORE | 2019-01-01 | 2019-05-29 | $3,118 | $174 | $174 | P | $2,944 |
| ISHARES S&P | 2018-09-20 | 2019-02-05 | $7,207 | -$157 | -$157 | $7,364 | |
| LT CAP | 2018-01-01 | 2019-02-05 | $52,406 | -$762 | -$762 | P | $53,168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,333 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,119 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets | $349,193 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $95 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $95 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,825 | 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 | $95 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $95 | SubtotalAmt |
| Tax Based On Investment Income | $95 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $95 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CARY F BUEHRING | IndividualWithBooksNm |
| Phone | 2145646748 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6335 W NORTHWEST HWY APT 421 | AddressLine1Txt |
| Address Line2 | 6335 W NORTHWEST HWY APT 421 | AddressLine2Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|
| CARY F BUEHRING | ||||||
| 6335 W NORTHWEST HWY APT 421 | DALLAS | TX | 752253558 | PRESIDENT | 0.00 | $0 |
| WILLIAM B BUEHRING | ||||||
| 6335 W NORTHWEST HWY APT 421 | DALLAS | TX | 752253558 | VICE PRESIDENT | 0.00 | $0 |
| Michael Buehring | ||||||
| 6335 W NORTHWEST HWY 421 | DALLAS | TX | 752253558 | TREASURER | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $354,511 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $354,511 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $354,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $349,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $95 | TotalTaxAmt |
| Distributable Before Adj | $17,365 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,365 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,365 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,825 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,825 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $95 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,730 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,365 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $2,340 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,825 | QualifyingDistributionsAmt |
| Total Corpus | $2,340 | TotalCorpusAmt |
| Undistributed Income CY | $17,365 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,340 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| KNIGHTS OF COLUMBUS | ||||||
| KNIGHTS OF COLUMBUS HALL | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $1,500 |
| FEED LAKEHIGHLANDS | ||||||
| 10061 WHITEHURST DR 100 | Dallas | TX | 75243 | NONE | GENERAL USE DONATION | $1,000 |
| GRACE PROJECT | ||||||
| 14286 CR 227 | Arp | TX | 75750 | NONE | GENERAL USE DONATION | $1,000 |
| WALLACE PTA | ||||||
| 9921 KIRKHAVEN DR | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $2,500 |
| ST PATRICKS CHURCH | ||||||
| 9635 FERNDALE | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $5,000 |
| PAMPER LAKE HIGHLANDS | ||||||
| 10505 WALNUT HILL LANE | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $1,500 |
| NORTH TEXAS FOOD BANK | ||||||
| 4500 S COCRELL HILL RD | Dallas | TX | 75236 | NONE | GENERAL USE DONATION | $500 |
| LAKE HIGHLANDS AREA BAND CLUB | ||||||
| PO BOX 823073 | Dallas | TX | 75382 | NONE | GENERAL USE DONATION | $100 |
| LAKE HIGHLAND EXCHANGE CLUB | ||||||
| KNIGHTS OF COLUMBUS HALL | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $1,125 |
| ARK OF THE RAINBOW | ||||||
| 7306 CASA LOMA AVE | Dallas | TX | 75214 | NONE | GENERAL USE DONATION | $600 |
| LAKE HIGHLANDS JR LEAGUE | ||||||
| PO BOX 38225 | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $1,000 |
| NORTHWOOD UNIVERSITY | ||||||
| 207 N CANNADY DR | Cedar Hill | TX | 75104 | NONE | GENERAL USE DONATION | $500 |
| FORERUNNER MENTORING | ||||||
| 10100 MCCREE RD | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $500 |
| CATHOLIC CHARITIES OF DALLAS | ||||||
| 1421 W MOCKINGBIRD LANE | Dallas | TX | 75247 | NONE | GENERAL USE DONATON | $500 |
| YOUNG LIVES | ||||||
| 11300 N CENTRAL EXPY 600 | Dallas | TX | 75243 | NONE | GENERAL USE DONATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,825 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,453 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,119 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $14,572 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,572 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Book Value | $332,950 | BookValueAmt |
| EOYFMV | $332,950 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DEC | Desc |
| Amt | $680 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US POSTAL SERVICE | Desc |
| Revenue And Expenses Per Books | $350 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $175 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN VALUE | Desc |
| Amt | $39,022 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BLOCK ADVISORS FEE | CategoryTxt |
| Amt | $700 | Amt |
| Net Investment Income | $350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $350 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $185 | Amt |
| Net Investment Income | $93 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $92 | AdjustedNetIncomeAmt |