ROBERT D & CATHERINE R ALEXANDER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT D & CATHERINE R ALEXANDER FOUNDATION (EIN 75-6012124)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201933169349101518
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T13:00:28-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 Riverfront Drive Suite 200 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | 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 | 756012124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert D and Catherine R Alexander | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % R DENNY ALEXANDER | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8177311317 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 S Hulen Street Suite 617 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761094913 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R DENNY ALEXANDER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelly R Hein Jr | PreparerPersonNm |
| PTIN | P00286352 | PTIN |
| Phone | 8173322301 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 80538020193165000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7F2AE41B4EE3C0FFD640E18C9FE8C22D42FBE875 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 73D809886875A234155BC51848849809D2A4676F | 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 | $6,234,998 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $70,926 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,926 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,969 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,969 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $205,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $205,070 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,075 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $285,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $281,983 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $10,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $967 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $918 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,815 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,741 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $77,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,918 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $263,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $263,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $341,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $276,418 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,243 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,193 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $732,499 | CashBOYAmt |
| Cash EOY | $33,936 | CashEOYAmt |
| Cash EOYFMV | $33,936 | CashEOYFMVAmt |
| Other Investments BOY | $5,548,528 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,190,848 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,195,108 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,954 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,954 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,954 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,286,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,230,738 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,234,998 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,335,805 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,335,805 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,951,176 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,894,933 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,286,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,230,738 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,286,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,230,738 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,286,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,243 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,230,738 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,230,738 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WINDHORSE K-1 | P | 2018-01-01 | 2018-12-31 | $4,094 | $4,094 | $4,094 |
| WINDHORSE K-1 | P | 2017-01-01 | 2018-12-31 | $200,976 | $200,976 | $200,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $205,070 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $292,880 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,380,922 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045899 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $308,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,331,609 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048763 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $269,375 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,279,228 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042899 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $193,375 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,086,059 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031773 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $180,275 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,578,955 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032313 | DistributionYr5Rt |
| Total Distribution | 0.201647 | TotalDistributionRt |
| Average Distribution | 0.040329 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,621,477 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $267,038 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,222 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $269,260 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $276,418 | 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 | $2,222 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,222 | SubtotalAmt |
| Tax Based On Investment Income | $2,222 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $64 | EsPenaltyAmt |
| Tax Due | $1,806 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | R DENNY ALEXANDER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8177311317 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 S HULEN ST SUITE 617 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761094913 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R DENNY ALEXANDER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 S HULEN SREET SUITE 617 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,350,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $365,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,954 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,722,312 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,722,312 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,835 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,621,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $331,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $331,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,222 | TotalTaxAmt |
| Distributable Before Adj | $328,852 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $328,852 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $328,852 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $276,418 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $276,418 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,222 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $274,196 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $328,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $224,447 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $276,418 | QualifyingDistributionsAmt |
| Applied To Year1 | $224,447 | AppliedToYear1Amt |
| Applied To Current Year | $51,971 | 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 |
| Undistributed Income CY | $276,881 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | R Denny Alexander | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 South Hulen Street Ste 617 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8177311317 | RecipientPhoneNum |
| Form And Info And Materials | ORGANIZATIONS SHOULD SUBMIT WRITTEN APPLICATIONS OR LETTERS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO CONTRIBUTIONS OR GRANTS ARE MADE TO INDIVIDUALS AND THERE IS A STRONG PREFERENCE FOR ORGANIZATIONS LOCATED IN FORT WORTH, TX. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys & Girls Clubs of Greater Fort Worth | |||||||
| 1500 hemphill st | fort worth | TX | 76104 | NONE | PC | CHARITABLE | $1,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $500 |
| COOK CHILDRENS MEDICAL CEnter | |||||||
| 801 SEVENTH AVENUE | FORT WORTH | TX | 76104 | NONE | PC | CHARITABLE | $50,000 |
| FORT WORTH COUNTRY DAY SChool | |||||||
| 4200 Country Day Lane | FORT WORTH | TX | 76109 | NONE | PC | CHARITABLE | $50,000 |
| FORT WORTH SYMPHONY ORCHEstra | |||||||
| 330 E FOURTH STREET Suite 200 | FORT WORTH | TX | 76102 | NONE | PC | CHARITABLE | $2,000 |
| All Saints Health Foundation | |||||||
| 1400 8th Ave | Fort Worth | TX | 76104 | none | PC | Charitable | $10,000 |
| Ben Hogan Foundation | |||||||
| PO Box 12518 | Fort Worth | TX | 76121 | None | PC | Charitable | $1,000 |
| Fort Worth Chamber Development Foundation | |||||||
| 777 Taylor St Ste 900 | Fort Worth | TX | 76102 | None | PC | Charitable | $10,000 |
| HOPE Farm | |||||||
| 865 E Ramsay Ave | Fort Worth | TX | 76104 | none | PC | Charitable | $1,000 |
| Independent Institute | |||||||
| 100 Swan Way Ste 200 | Oakland | CA | 94621 | none | PC | Charitable | $500 |
| Institute for Humane Studies | |||||||
| 3434 Washington Blvd | Arlington | VA | 22201 | none | PC | Charitable | $500 |
| Junior Achievement | |||||||
| 6300 Ridglea Pl 400 | Fort Worth | TX | 76116 | none | PC | Charitable | $1,000 |
| KERA | |||||||
| 3000 Harry Hines Boulevard | Dallas | TX | 75201 | none | PC | Charitable | $1,500 |
| North Texas Community Foundation | |||||||
| 306 W 7th Street Ste 1045 | Fort Worth | TX | 76102 | none | PC | Charitable | $1,000 |
| Pediatric Vision Research Diagnostic Center | |||||||
| 321 S Henderson Street | Fort Worth | TX | 76104 | none | PC | Charitable | $5,000 |
| Performing Arts of Fort Worth | |||||||
| 525 Commerce Street | Fort Worth | TX | 76102 | none | PC | Charitable | $10,000 |
| Presbyterian Night Shelter | |||||||
| 2400 Cypress St | Fort Worth | TX | 76102 | none | PC | Charitable | $15,000 |
| Texas Ballet Theatre | |||||||
| 1640 Mall Circle | Fort Worth | TX | 76116 | none | PC | Charitable | $2,000 |
| Texas Christian University | |||||||
| 2800 S University Drive | Fort Worth | TX | 76129 | none | PC | Charitable | $5,000 |
| Texas Wesleyan University | |||||||
| 1201 Wesleyan Street | Fort Worth | TX | 76105 | none | PC | Charitable | $10,000 |
| The First Tee of Fort Worth | |||||||
| PO Box 4767 | Fort Worth | TX | 76164 | none | PC | Charitable | $5,000 |
| The Goodfellow Fund | |||||||
| PO Box 1870 | Fort Worth | TX | 76101 | none | PC | Charitable | $500 |
| The Warm Place | |||||||
| 809 Lipscomb Street | Fort Worth | TX | 76104 | none | PC | Charitable | $1,500 |
| Union Gospel Mission | |||||||
| 1331 E Lancaster Ave | Fort Worth | TX | 76102 | none | PC | Charitable | $15,000 |
| United Way of Metro Tarrant County | |||||||
| 1500 N Main Street Suite 200 | Fort Worth | TX | 76164 | none | PC | Charitable | $10,000 |
| University Christian Church | |||||||
| 2720 S University Drive | Fort Worth | TX | 76109 | none | PC | Charitable | $30,000 |
| UT Southwestern Medical Center | |||||||
| 5323 Harry Hines Blvd | Dallas | TX | 75390 | none | PC | Charitable | $1,000 |
| Wings of Hope | |||||||
| 4200 Country Road 806 | Cleburne | TX | 76031 | none | PC | Charitable | $500 |
| YMCA of Metropolitan Fort Worth | |||||||
| 512 Lamar Street Suite 400 | Fort Worth | TX | 76102 | none | PC | Charitable | $23,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $263,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,926 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,969 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $205,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL EXCISE TAX REFUND | 01 | $3,057 |
| NORTEL SECURITIES OTHER INCOME | 14 | $18 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $285,039 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,039 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN WINDHORSE HORIZO | AT COST | $609,459 | $597,988 |
| FROST BROKERAGE ACCOUNT | AT COST | $112,810 | $112,810 |
| U.S. TREASURY BILLS | AT COST | $5,468,579 | $5,484,310 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EQUIPMENT | Desc |
| BOY Book Value | $5,954 | BOYBookValueAmt |
| EOY Book Value | $5,954 | EOYBookValueAmt |
| EOYFMV | $5,954 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TELEPHONE | $579 | $579 |
| OFFICE SUPPLIES | $190 | $190 |
| SUBSCRIPTIONS | $775 | $775 |
| DUES | $750 | $750 |
| MISC EXPENSE | $87 | $87 |
| WINDHORSE K-1 ORDINARY | $5,070 | |
| WINDHORSE K-1 OTHER | $947 | $947 |
| WINDHORSE PORTFOLIO DEDUCTIONS | $46,413 | $46,413 |
| NONDEDUCTIBLE EXPENSES K-1 | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Excise Tax Refund | $3,057 | |
| Nortel Securities Other Income | $18 | $18 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAX | $918 | $918 | |
| FOREIGN TAXES | $49 | $49 |