HIRSCH FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: HIRSCH FAMILY FOUNDATION (EIN 20-1225862)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-01
IRS object ID: 201933059349100013
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-01T10:25:42-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	390859910	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER TILLY VIRCHOW KRAUSE LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2500 DALLAS PARKWAY SUITE 300	AddressLine1Txt
City	PLANO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75093	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	201225862	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HIRSCH FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HIRS	BusinessNameControlTxt
Phone	2142455000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	300 CRESCENT COURT SUITE 550	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75201	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT SUSSMAN	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	2142455000	PhoneNum
Signature	2019-11-01	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEVEN M ADAMS	PreparerPersonNm
PTIN	P00746628	PTIN
Phone	9727480300	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	71.78.131.226	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-11-01	IPDt
IP Tm	10:24:57	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	8121CA463AABFA4EFE5158FD2073B628CA1C8F6D	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8121CA463AABFA4EFE5158FD2073B628CA1C8F6D	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-03-31 21:24:44Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$45,788,921	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	$21,758	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$21,758	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,524,717	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,524,717	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$4,259,138	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$479,932	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,259,138	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$996,331	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$996,331	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$6,801,944	TotalRevAndExpnssAmt
Total Net Invst Incm	$6,801,944	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$100,757	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$100,757	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$335,888	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$335,888	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$118,660	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$118,660	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$1,569	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$1,569	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss	$840,852	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$840,852	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,397,726	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,397,726	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,274,130	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,274,130	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,671,856	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,397,726	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$4,274,130	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,130,088	ExcessRevenueOverExpensesAmt
Net Investment Income	$5,404,218	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$12,394,292	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,896,239	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,896,239	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$20,962,073	CorporateStockBOYAmt
Corporate Stock EOY	$31,571,427	CorporateStockEOYAmt
Corporate Stock EOYFMV	$42,888,322	CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$7,220	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,860	LandBldgEquipAccumDeprecAmt
Land BOY	$2,581	LandBOYAmt
Land EOY	$4,360	LandEOYAmt
Land EOYFMV	$4,360	LandEOYFMVAmt
Total Assets BOY	$33,358,946	TotalAssetsBOYAmt
Total Assets EOY	$34,472,026	TotalAssetsEOYAmt
Total Assets EOYFMV	$45,788,921	TotalAssetsEOYFMVAmt
Other Liabilities BOY	-$459	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	-$459	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$33,359,405	CapitalStockBOYAmt
Capital Stock EOY	$34,472,026	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$33,359,405	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$34,472,026	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$33,358,946	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$34,472,026	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$33,359,405	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,130,088	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$34,489,493	SubtotalAmt
Other Decreases	$17,467	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$34,472,026	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDesc	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
FIDELITY 2657	2018-12-31	$10,499	$10,569	-$70	-$70
FIDELITY 2657	2018-12-31	$169,908	$179,143	-$9,235	-$9,235
FIDELITY 4515	2018-12-31	$1,545	$1,545	$0	$0
FIDELITY 4515	2018-12-31	$297,518	$296,052	$1,466	$1,466
HP LUND	2018-12-31			$2,069,160	$2,069,160	P
HP TRIM	2018-12-31			$1,828,211	$1,828,211	P
HP WINDOWS	2018-12-31			$2,027	$2,027	P
HP FIBERS	2018-12-31			-$227	-$227	P
BREACH INLET	2018-12-31			-$5,240	-$5,240	P
CHAMBERS ENERGY II	2018-12-31			$610	$610	P
MHC MUTUAL	2018-12-31			$488,710	$488,710	P
CHAMBERS ENERGY II	2018-12-31			$47,009	$47,009	P
BREACH INLET	2018-12-31			-$26,582	-$26,582	P
MHC MUTUAL	2018-12-31			-$128,162	-$128,162	P
BANK OF TEXAS	2018-12-31			-$7,183	-$7,183
BANK OF TEXAS	2018-12-31			-$1,818	-$1,818
CAPITAL GAINS DIVIDENDS		$462		$462	$462	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,259,138	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$154,814	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$6,055,598	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$38,642,731	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.156707	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$3,668,829	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$34,770,071	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.105517	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$3,586,903	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$31,070,123	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.115445	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$3,461,584	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$32,657,589	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.105996	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$3,275,783	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$32,154,716	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.101876	DistributionYr5Rt
Total Distribution	0.585541	TotalDistributionRt
Average Distribution	0.117108	AverageDistributionRt
Net Vl Noncharitable Assets	$41,007,560	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$4,802,313	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$54,042	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$4,856,355	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$4,274,130	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$108,084	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$108,084	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$108,084	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$51,231	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$51,231	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$56,853	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ROBERT SUSSMAN	IndividualWithBooksNm
Phone	2142455000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	300 CRESCENT COURT SUITE 550	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75201	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	Yes (1)	BusinessHoldingsInd
Excess Business Holdings	0	ExcessBusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
LAURENCE HIRSCH
300 CRESCENT COURT SUITE 550	DALLAS	TX	75201	DIRECTOR	2.00	$0	$0	$0
SUSAN HIRSCH
300 CRESCENT COURT SUITE 550	DALLAS	TX	75201	DIRECTOR	2.00	$0	$0	$0
DARIA LEE HIRSCH
300 CRESCENT COURT SUITE 550	DALLAS	TX	75201	DIRECTOR	5.00	$0	$0	$0
BRADFORD HIRSCH
300 CRESCENT COURT SUITE 550	DALLAS	TX	75201	DIRECTOR	2.00	$0	$0	$0
MARGARET HIRSCH
300 CRESCENT COURT SUITE 550	DALLAS	TX	75201	DIRECTOR	10.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HIGHLANDER PARTNERS	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	300 CRESCENT COURT SUITE 550	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75201	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT AND MANAGEMENT FEES	ServiceTypeTxt
Compensation	$317,472	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$33,982,415	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$7,645,266	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$4,360	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$41,632,041	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$41,632,041	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$624,481	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$41,007,560	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,050,378	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,050,378	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$108,084	TaxBasedOnInvestmentIncomeAmt
Income Tax	$81,603	IncomeTaxAmt
Total Tax	$189,687	TotalTaxAmt
Distributable Before Adj	$1,860,691	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,860,691	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,860,691	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,274,130	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$4,274,130	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$4,274,130	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,860,691	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,799,389	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,905,349	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,040,191	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,962,667	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$4,341,129	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$12,048,725	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,274,130	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,860,691	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,413,439	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$14,462,164	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$1,799,389	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$12,662,775	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,905,349	ExcessFromYear4Amt
Excess From Year3	$2,040,191	ExcessFromYear3Amt
Excess From Year2	$1,962,667	ExcessFromYear2Amt
Excess From Year1	$4,341,129	ExcessFromYear1Amt
Excess From Current Year	$2,413,439	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	LAURENCE HIRSCH	ContributingManagerNm
Contributing Manager	SUSAN HIRSCH	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AKOLA
2111 COMMERCE STREET	DALLAS	TX	75201	NONE	PC	CRISIS TO STABILITY PROJECT	$25,000
BIG THOUGHT
1409 S LAMAR ST STE 1015	DALLAS	TX	75215	NONE	PC	DALLAS CITY OF LEARNING PROJECT	$75,000
BOYS & GIRLS CLUB OF AMERICA
1275 PEACHTREE ST NE	ATLANTA	GA	30309	NONE	PC	2018 CONTRIBUTION	$25,000
CAPITAL AREA FOOD BANK
4900 PURTO RICO AVE NE	WASHINGTON	DC	20017	NONE	PC	2018 YEAR-END GIFT	$5,000
CATTLE BARON'S BALL
30 HIGHLAND PARK VLG STE 216	DALLAS	TX	75205	NONE	PC	2018 CONTRIBUTION	$10,000
CENTER FOR EUROPEAN POLICY ANALYSIS
1225 19TH STREET NW SUITE 450	WASHINGTON	DC	20036	NONE	PC	1ST SEMI ANNUAL PAYMENT 2018	$650,000
COMMIT
3936 MAPLE AVENUE SUITE 290	DALLAS	TX	75219	NONE	PC	DATA & ANALYTICS SUPPORT	$100,000
COMMUNITIES IN SCHOOLS
1341 W MOCKINGBIRD LN STE 1000E	DALLAS	TX	75247	NONE	PC	FINAL INSTALLMENT OF 3-YEAR PLEDGE	$63,000
CRYSTAL CHARITY BALL
30 1/2 HIGHLAND PARK VILLAGE	DALLAS	TX	75205	NONE	PC	2018 GIFT	$25,000
DALLAS CASA
2757 SWISS AVENUE	DALLAS	TX	75204	NONE	PC	4TH INSTALLMENT OF FIVE-YEAR PLEDGE	$60,000
DALLAS HOLOCAUST MUSEUM
211 N RECORD ST STE 100	DALLAS	TX	75202	NONE	PC	HOPE FOR HUMANITY EVENT	$205,400
DALLAS SUMMER MUSICALS
901 1ST AVE	DALLAS	TX	75210	NONE	PC	ANNUAL CONTRIBUTION	$25,000
DC CENTRAL KITCHEN
425 2ND ST NW	WASHINGTON	DC	20001	NONE	PC	2018 CONTRIBUTION	$25,000
DUKE UNIVERSITY - FUQUA SCHOLARSHIP
100 FUQUA DRIVE BOX 90120	DURHAM	NC	277080120	NONE	PC	2ND INSTALLMENT OF 5-YEAR PLEDGE	$30,000
EDCI
107 N DRIVER ST 3RD FLOOR	DURHAM	NC	27703	NONE	PC	2ND INSTALLMENT OF 3-YEAR PLEDGE	$100,000
FAMILY GATEWAY
3000 SAN JACINTO	DALLAS	TX	752045743	NONE	PC	2018 GIFT	$30,000
FOOD BANK FOR NEW YORK CITY
39 BROADWAY 10TH FLOOR	NEW YORK	NY	10006	NONE	PC	2018 YEAR-END GIFT	$5,000
GEORGIA O'KEEFE MUSEUM
217 JOHNSON STREET	SANTA FE	NM	87501	NONE	PC	FINAL INSTALLMENT OF 5-YEAR PLEDGE	$50,000
GREEN CITY FORCE
630 FLUSHING AVE 8TH FLOOR	BROOKLYN	NY	11206	NONE	PC	2018 CONTRIBUTION	$25,000
INTERNATIONAL RESCUE COMMITTEE DALLAS
6500 GREENVILLE AVE STE 500	DALLAS	TX	75206	NONE	PC	IMMIGRATION PROGRAM	$50,000
JUST COMMUNITY
1000 RIO GRANDE ST	AUSTIN	TX	78701	NONE	PC	CONTRIBUTION	$25,000
LIFT
1610 S MALCOLM X BLVD SUITE 320	DALLAS	TX	75226	NONE	PC	2ND INSTALLMENT OF 3-YEAR PLEDGE	$200,000
LITERACY ACHIEVES
629 N PEAK ST	DALLAS	TX	75246	NONE	PC	2018 WINGS OF SPRING BENEFIT	$15,000
MOMENTOUS INSTITUTE
106 E 10TH ST	DALLAS	TX	75203	NONE	PC	CONTRIBUTION	$75,000
NATIONAL CENTER FOR LEARNING DISABILITIES
381 PARK AVENUE SO SUITE 1401	NEW YORK	NY	10016	NONE	PC	2018 BENEFIT	$200,000
NATIONAL WOMEN'S LAW CENTER
2055 L ST NW SUITE 650	WASHINGTON	DC	20036	NONE	PC	2018 EVENT	$25,000
NEW PROFIT
200 CLARENDON STREET 44TH FLOOR	BOSTON	MA	02116	NONE	PC	2ND INSTALLMENT OF 3-YEAR PLEDGE	$50,000
NEW YORK UNIVERSITY
70 WASHINGTON SQ S	NEW YORK	NY	10012	NONE	PC	2018 CONTRIBUTION	$50,000
NOLS
2210 SOUTH PEABODY STREET	PORT ANGELES	WA	98362	NONE	PC	1ST INSTALLMENT OF FIVE-YEAR PLEDGE	$100,000
NORTH TEXAS FOOD BANK
4500 S COCKRELL HILL ROAD	DALLAS	TX	75236	NONE	PC	GENERAL OPERATIONS 1ST INSTALLMENT OF 5-YEAR PLEDGE	$155,000
RAICES
1910 PACIFIC AVE STE 5045	DALLAS	TX	75201	NONE	PC	REFUGEE AID PROJECT	$50,000
SANTA FE OPERA
301 OPERA DR	SANTE FE	NM	87506	NONE	PC	UNDERWRITING FOR THE ITALIAN GIRL	$10,000
SMITHSONIAN INSTITUTION
1000 JEFFERSON DR SW	WASHINGTON	DC	20560	NONE	PC	2ND INSTALLMENT OF THREE-YEAR PLEDGE (HIRSHORN)	$100,000
ST JUDES CHILDRENS RESEARCH HOSPITAL
262 DANNY THOMAS PL	MEMPHIS	TN	38105	NONE	PC	2018 CONTRIBUTION	$5,000
ST MARK'S SCHOOL OF TEXAS
10600 PRESTON RD	DALLAS	TX	752304047	NONE	PC	FINAL INSTALLMENT OF FIVE-YEAR PLEDGE	$250,000
ST PHILIP'S COMMUNITY CENTER
1600 PENNSYLVANIA AVE	DALLAS	TX	75215	NONE	PC	1ST INSTALLMENT OF 3-YEAR PLEDGE	$50,000
SUMMER SEARCH
101 HOWARD	SAN FRANCISCO	CA	94105	NONE	PC	1ST INSTALLMENT OF 5-YEAR PLEDGE	$200,000
TEACH FOR AMERICA
600 N PEARL ST SUITE 2300	DALLAS	TX	75201	NONE	PC	1ST INSTALLMENT OF 5-YEAR PLEDGE	$250,000
TEACHING TRUST
1825 MARKET CENTER BLVD STE 260	DALLAS	TX	75207	NONE	PC	2018 CONTRIBUTION	$50,000
TEMPLE EMANU-EL
8500 HILLCREST ROAD	DALLAS	TX	75225	NONE	PC	FINAL INSTALLMENT OF CAPITAL CAMPAIGN PLEDGE	$100,000
THE DALLAS FOUNDATION
3963 MAPLE AVE STE 390	DALLAS	TX	75219	NONE	PC	EARLY MATTERS FUND	$110,000
THE KENNEDY CENTER
2700 F ST NW	WASHINGTON	DC	20566	NONE	PC	MARK TWAIN PRIZE/GENERAL FUNDING	$105,730
THE LAMPLIGHTER SCHOOL
11611 INWOOD RD	DALLAS	TX	75229	NONE	PC	2ND INSTALLMENT OF 3-YEAR PLEDGE	$20,000
THE OPPORTUNITY NETWORK
85 BROAD ST 6TH FL	NEW YORK	NY	10004	NONE	PC	2018 CONTRIBUTION	$25,000
THE SENIOR SOURCE
3910 HARRY HINES BOULEVARD	DALLAS	TX	75219	NONE	PC	2018 SPIRIT OF GENERATIONS EVENT	$25,000
TOUCHDOWN CLUB OF DALLAS
3419 WESTMINSTER AVENUE 341-G	DALLAS	TX	75205	NONE	PC	RISE AND SHINE 2018	$10,000
TROSA
1820 JAMES STREET	DURHAM	NC	27707	NONE	PC	FINAL INSTALLMENT OF 3-YEAR PLEDGE	$100,000
UNITED TO LEARN
5310 HARVEST HILL RD STE 190	DALLAS	TX	75230	NONE	PC	1ST INSTALLMENT OF 3-YEAR PLEDGE	$20,000
VILLANOVA UNIVERSITY SCHOOL OF LAW
800 LANCASTER AVENUE	VILLANOVA	PA	19085	NONE	PC	FINAL INSTALLMENT OF FIVE-YEAR PLEDGE	$200,000
VOGEL ALCOVE
1738 GANO ST	DALLAS	TX	75215	NONE	PC	ARTS PERFORMANCE EVENT	$75,000
ZERO TO FIVE COLLABORATIVE
3963 MAPLE AVE STE 390	DALLAS	TX	75219	NONE	PC	FINAL INSTALLMENT OF 3-YEAR PLEDGE	$40,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,274,130	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$21,758	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,524,717	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$996,331	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$4,259,138	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$6,801,944	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$6,801,944	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	SECURITIES	StockNm
EOY Book Value	$31,571,427	EOYBookValueAmt
EOYFMV	$42,888,322	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	FMV ADJ. FOR PASSTHROUGH	Desc
Amt	$17,467	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FIDELITY 2657 ROYALTY ADMINISTRATIVE	$255	$255	$0	$0
HP BIAMP OTHER	$35,977	$35,977	$0	$0
HP CANDY OTHER	$8,883	$8,883	$0	$0
HP CHEMICALS OTHER	$99,783	$99,783	$0	$0
HP FIBERS OTHER	$52,114	$52,114	$0	$0
HP INK OTHER	$13,119	$13,119	$0	$0
HP KERNEL OTHER	$43,095	$43,095	$0	$0
HP LINENS OTHER	$88	$88	$0	$0
HP TRIM OTHER	$8,818	$8,818	$0	$0
HP WELLNESS OTHER	$140	$140	$0	$0
CHAMBERS ENERGY II DEPLETION	$52,452	$52,452	$0	$0
BREACH INLET OTHER	$13,767	$13,767	$0	$0
CHAMBERS ENERGY II OTHER	$348,491	$348,491	$0	$0
MHC MUTUAL OTHER	$63,903	$63,903	$0	$0
MEALS AND ENTERTAINMENT	$1,804	$1,804	$0	$0
BROKERAGE FEES	$81,998	$81,998	$0	$0
OFFICE	$5,652	$5,652	$0	$0
PAYROLL PROCESSING	$2,434	$2,434	$0	$0
TRAVEL	$8,079	$8,079	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (18 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
FIDELITY 2657 ROYALTY	$6,427	$6,427	$0
HP BIAMP ORDINARY	$46,137	$46,137	$0
HP CANDY ORDINARY	$36,409	$36,409	$0
HP CHEMICALS ORDINARY	-$20,695	-$20,695	$0
HP FIBERS ORDINARY	-$50,887	-$50,887	$0
HP INK ORDINARY	$12,707	$12,707	$0
HP KERNEL ORDINARY	$27,367	$27,367	$0
HP LINENS ORDINARY	$6,744	$6,744	$0
HP TRIM ORDINARY	$517,263	$517,263	$0
HP WELLNESS ORDINARY	-$75,682	-$75,682	$0
HP FIBERS OTHER	$5	$5	$0
BREACH INLET ORDINARY	-$15,925	-$15,925	$0
CHAMBERS ENERGY II ORDINARY	$379,473	$379,473	$0
BREACH INLET OTHER	$1,767	$1,767	$0
MHC MUTUAL OTHER	$4	$4	$0
CHAMBERS ENERGY II ROYALTY	$1,690	$1,690	$0
PORTFOLIO FEE	$106,017	$106,017	$0
FOR HEALTH ROYALTY	$17,510	$17,510	$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	PAYROLL TAXES PAYABLE	Desc
BOY Book Value	-$459	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEE	$317,472	$317,472	$0	$0
CONSULTING FEE	$108	$108	$0	$0
PROFESSIONAL FEE	$18,308	$18,308	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (6 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FIDELITY 2657 ROYALTY SEVERANCE	$258	$258	$0	$0
FIDELITY 4515 FOREIGN	$1,453	$1,453	$0	$0
HP BIAMP FOREIGN	$256	$256	$0	$0
MHC MUTUAL FOREIGN	$9	$9	$0	$0
PAYROLL	$7,525	$7,525	$0	$0
FEDERAL INCOME	$109,159	$109,159	$0	$0