JOHN & PAMELA BECKERT FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHN & PAMELA BECKERT FAMILY FOUNDATION (EIN 75-2769489)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-13
- IRS object ID
- 201911649349100226
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-13T15:34:33-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752689864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABLON AND COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12001 N CENTRAL EXPY STE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75243 | 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 | 752769489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND PAMELA BECKERT | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 0214361140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4920 SENECA DRIVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN A BECKERT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2019-05-31 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MAGERS | PreparerPersonNm |
| PTIN | P00552895 | PTIN |
| Phone | 2143611400 | PhoneNum |
| Preparation | 2019-05-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.203.179.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-13 | IPDt |
| IP Tm | 15:34:33 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B127C88B2506AD17E92D167ECAED930397B035A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D829ADCE6B49F6919A337D6365F5BD504E6C588B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,799,987 | 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 |
| Dividends Rev And Expnss | $34,864 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,864 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $271,342 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,164 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,028 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,028 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,150 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $103 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,860 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,860 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,113 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,169 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,169 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,113 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,169 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,915 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,372 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,372 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,376,101 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,160,403 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,395,762 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $213,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $391,853 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $391,853 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,590,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,564,628 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,799,987 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $3,500 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $3,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,590,159 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,561,128 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,590,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,561,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,590,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,564,628 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,590,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,254 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,564,905 | SubtotalAmt |
| Other Decreases | $3,777 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,561,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| POWERSHARES | P | 2012-01-17 | 2018-03-12 | $867 | $295 | $572 | $572 |
| VANGUARD SMALLCAP ETF | P | 2015-11-23 | 2018-01-04 | $29,889 | $23,084 | $6,805 | $6,805 |
| VANGUARD ENERGY ETF | P | 2016-12-29 | 2018-03-12 | $466 | $524 | -$58 | -$58 |
| VANGUARD SMALLCAP ETF | P | 2015-11-23 | 2018-03-12 | $1,526 | $1,154 | $372 | $372 |
| VANGUARD FTSE DEV MKT ETF | P | 2015-11-23 | 2018-03-12 | $1,127 | $945 | $182 | $182 |
| VANGUARD SMALLCAP ETF | P | 2015-11-23 | 2018-11-26 | $2,921 | $2,308 | $613 | $613 |
| VANGUARD FTSE DEV MKT ETF | P | 2015-11-23 | 2018-04-24 | $3,371 | $2,835 | $536 | $536 |
| VANGUARD SMALLCAP ETF | P | 2015-11-23 | 2018-12-06 | $52,396 | $42,705 | $9,691 | $9,691 |
| VANGUARD FTSE DEV MKT ETF | P | 2015-11-23 | 2018-06-05 | $13,384 | $11,340 | $2,044 | $2,044 |
| ISHARES CORE MSCI EAFE ETF | P | 2017-07-14 | 2018-03-12 | $334 | $309 | $25 | $25 |
| VANGUARD FTSE DEV MKT ETF | P | 2015-11-23 | 2018-11-26 | $3,958 | $3,780 | $178 | $178 |
| VANGUARD FTSE DEV MKT ETF | P | 2015-11-23 | 2018-12-06 | $38,373 | $37,799 | $574 | $574 |
| VANGUARD FTSE DEV MKT ETF | P | 2015-11-23 | 2018-12-11 | $30,537 | $30,239 | $298 | $298 |
| VANGUARD MIDCAP ETF | P | 2015-11-23 | 2018-01-04 | $23,555 | $18,579 | $4,976 | $4,976 |
| VANGUARD MIDCAP ETF | P | 2015-11-23 | 2018-03-12 | $804 | $619 | $185 | $185 |
| VANGUARD MIDCAP ETF | P | 2015-11-23 | 2018-03-21 | $2,379 | $1,858 | $521 | $521 |
| VANGUARD MIDCAP ETF | P | 2015-11-23 | 2018-11-26 | $4,531 | $3,716 | $815 | $815 |
| VANGUARD S&P 500 ETF | P | 2015-11-23 | 2018-01-04 | $49,905 | $38,440 | $11,465 | $11,465 |
| VANGUARD S&P 500 ETF | P | 2015-11-23 | 2018-03-12 | $1,279 | $961 | $318 | $318 |
| VANGUARD S&P 500 ETF | P | 2015-11-23 | 2018-04-26 | $9,740 | $7,688 | $2,052 | $2,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,164 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $25 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,782 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,898,423 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047293 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,840 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,632,715 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056250 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,411 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,688,380 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035188 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,843 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,440,864 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035286 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,157 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,228,422 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024549 | DistributionYr5Rt |
| Total Distribution | 0.198566 | TotalDistributionRt |
| Average Distribution | 0.039713 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,090,459 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $83,018 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $639 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,657 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $89,169 | 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 | $639 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $639 | SubtotalAmt |
| Tax Based On Investment Income | $639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,552 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,552 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,913 | OverpaymentAmt |
| Applied To ES Tax | $8,913 | AppliedToESTaxAmt |
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 |
| Individual With Books | JOHN A BECKERT | IndividualWithBooksNm |
| Phone | 0214361140 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4920 SENECA | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75209 | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 A BECKERT | ||||||||
| 4920 SENECA | DALLAS | TX | 75209 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| PAMELA BECKERT | ||||||||
| 4920 SENECA | DALLAS | TX | 75209 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| RICHARD N BECKERT | ||||||||
| 15004 BELLBROOK DRIVE | ADDISON | TX | 75240 | DIRECTOR | 000.00 | $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 | $1,723,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,689 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $391,853 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,122,293 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,122,293 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,090,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $639 | TotalTaxAmt |
| Distributable Before Adj | $103,884 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,884 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,884 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,169 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $89,169 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $639 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $88,530 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,884 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $8,193 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,193 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,169 | QualifyingDistributionsAmt |
| Applied To Current Year | $89,169 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $8,193 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,193 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $6,522 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN BECKERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4920 SENECA DR | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752092218 | ZIPCd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AFTER 8 TO EDUCATE | |||||||||
| 12900 PRESTON RD | STE 1220 | DALLAS | TX | 75230 | NONE | PUBLIC CHARI | OPERATING FUNDS | $1,100 | |
| BLAINE COUNTY RECREATIONAL DISTR | |||||||||
| 1050 FOX ACRES RD STE 107 | HAILEY | ID | 83333 | NONE | PUBLIC CHARI | OPERATING FUNDS | $1,000 | ||
| BIG THOUGHT | |||||||||
| 1409 SOUTH LAMAR ST | STE 1015 | DALLAS | TX | 75215 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,500 | |
| CATHOLIC CHARITIES OF DALLAS | |||||||||
| 1421 W MOCKINGBIRD LN | DALLAS | TX | 75247 | NONE | PUBLIC CHAR | OPERATING FUNDS | $2,500 | ||
| CENTER FOR PUBLIC POLICY PRIORITIES | |||||||||
| 7020 EASY WIND DR | STE 200 | AUSTIN | TX | 78752 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||||
| 109 WATER ST | NEW YORK | NY | 10038 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | ||
| CHI PSI EDUCATIONAL TRUST | |||||||||
| 45 RUTLEDGE ST | NASHVILLE | TN | 37210 | NONE | PUBLIC CHAR | OPERATING FUNDS | $500 | ||
| COMMIT PARTNERSHIP | |||||||||
| 3800 MAPLE AVE | STE 800 | DALLAS | TX | 75219 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | |
| COMMUNITY LIBRARY | |||||||||
| 415 SPRUCE AVE NORTH | KETCHUM | ID | 83340 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | ||
| CROSSROADS COMMUNITY SERVICE | |||||||||
| 1822 YOUNG ST | DALLAS | TX | 75201 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | ||
| CYSTIC FIBROSIS | |||||||||
| 4550 MONTGOMERY AVE | STE 1100N | BETHESDA | MD | 20814 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | |
| DALLAS FOUNDATION | |||||||||
| 3963 MAPLE AVE | STE 390 | DALLAS | TX | 75219 | NONE | PUBLIC CHAR | OPERATING FUNDS | $750 | |
| DALLAS FURNITURE BANK | |||||||||
| 1417 UPFIELD RD | STE 104 | CARROLLTON | TX | 75006 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | |
| DALLAS HOLOCAUST MUSEUM | |||||||||
| 211 N RECORD ST | STE 100 | DALLAS | TX | 75202 | NONE | PUBLIC CHAR | OPERATING FUNDS | $2,000 | |
| DALLAS MORNING NEWS CHARITIES | |||||||||
| 5500 CARUTH HAVEN LN | DALLAS | TX | 75225 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | (COMMUNITIES FDN OF TEXAS) | |
| DALLAS MUSEUM OF ART | |||||||||
| 1717 N HARWOOD | DALLAS | TX | 75201 | NONE | PUBLIC CHARI | OPERATING FUNDS | $1,000 | ||
| HUNGER COALITION | |||||||||
| 121 HONEYSUCKLE ST | BELLEVUE | ID | 83313 | NONE | PUBLIC CHAR | OPERATING FUNDS | $500 | ||
| FROM PASSTHROUGH ENTITY | |||||||||
| 4920 SENECA DR | DALLAS | TX | 75209 | NONE | PUBLIC CHAR | UNKNOWN | $144 | ||
| KERA | |||||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | NONE | PUBLIC CHARI | OPERATING FUNDS | $1,500 | ||
| LIVESTRONG FOUNDATION | |||||||||
| 2201 E 6TH ST | AUSTIN | TX | 75219 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | ||
| METROCREST SERVICES | |||||||||
| 13801 HUTTON DR | STE 150 | FARMERS BRANCH | TX | 75234 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | |
| MPOWER NOW | |||||||||
| 1266 W PACES FERRY RD | STE 110 | ATLANTA | GA | 30327 | NONE | PUBLIC CHAR | OPERATING FUNDS | $5,000 | |
| MOMENTOUS INSTITUTE | |||||||||
| 9705 HARRY HINES BLVD | DALLAS | TX | 75220 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | ||
| NORTH TEXAS FOOD BANK | |||||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | NONE | PUBLIC CHARI | OPERATING FUNDS | $10,000 | ||
| PLANNED PARENTHOOD | |||||||||
| 7424 GREENVILLE AVE | STE 206 | DALLAS | TX | 75231 | NONE | PUBLIC CHARI | OPERATING FUNDS | $24,900 | |
| SENIOR SOURCE | |||||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | PUBLIC CHAR | OPERATING FUNDS | $2,500 | ||
| SHARE OUR STRENGTH | |||||||||
| 1030 15TH ST NW STE 1100W | WASHINGTON | DC | 20005 | NONE | PUBLIC CHAR | OPERATING FUNDS | $13,575 | (NO KID HUNGRY) | |
| SHARING LIFE OUTREACH | |||||||||
| 3544 E EMPORIUM CIRCLE | MESQUITE | TX | 75150 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | ||
| SOUTHWESTERN MEDICAL FOUNDATION | |||||||||
| 3889 MAPLE AVENUE | STE 100 | DALLAS | TX | 75219 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | |
| ST JUDES CHILDRENS HOSPITAL | |||||||||
| 5800 CAMPUS CIR DR EAST | STE 108-A | IRVING | TX | 75063 | NONE | PUBLIC CHARI | OPERATING FUNDS | $500 | |
| SUN VALLEY SUMMER SYMPHONY | |||||||||
| P O BOX 1914 | SUN VALLEY | ID | 83353 | NONE | PUBLIC CHARI | OPERATING FUNDS | $5,000 | ||
| SUN VALLEY WRITERS CONFERENCE | |||||||||
| P O BOX 957 | KETCHUM | ID | 83340 | NONE | PUBLIC CHARI | OPERATING FUNDS | $4,100 | ||
| TEXAS FREEDOM NETWORK EDUCATION FD | |||||||||
| 608 W 22ND ST | AUSTIN | TX | 78705 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | ||
| UPLIFT EDUCATION | |||||||||
| 1825 MARKET CTR BLVD | STE 500 | DALLAS | TX | 75207 | NONE | PUBLIC CHARI | OPERATING FUNDS | $2,000 | |
| YOUTH SENTENCING AND REENTRY | |||||||||
| 1528 WALNUT STREET | STE 515 | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHAR | OPERATING FUNDS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,169 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,864 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,164 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,028 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,028 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $3,150 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS SECURITIES | StockNm |
| EOY Book Value | $1,160,403 | EOYBookValueAmt |
| EOYFMV | $1,395,762 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERAL INCOME TAX PREPAID | $10,453 | $9,552 | $9,552 |
| PARTNERSHIP CAPITAL ACCOUNT | $202,747 | $288,509 | $288,509 |
| PARTNERSHIP CAPITAL ACCOUNT | $93,792 | $93,792 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR INVESTMENT TAX | $901 |
| NONDEDUCTIBLE FROM PASSTHROUGH ENTITY | $2,876 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $8,590 | $8,590 |
| PARTNERSHIP NET ORD LOSS | $270 | $270 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENDING TRANSACTIONS | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $103 | Amt |
| Net Investment Income | $103 | NetInvestmentIncomeAmt |