BUEHRING FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BUEHRING FAMILY FOUNDATION (EIN 75-2836286)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-07
- IRS object ID
- 201941589349100614
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-07T18:38:42Z | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | CARY F BUEHRING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2145646748 | PhoneNum |
| Signature | 2019-05-20 | 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 | 2019-06-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.99.11.80 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-07 | IPDt |
| IP Tm | 16:00:07 | IPTm |
| Federal Original Submission Id | 75564520191342589983 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4A46843DA14BAD57F9B172DC4FDE2A184FDD362D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4A46843DA14BAD57F9B172DC4FDE2A184FDD362D | 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 | $332,950 | 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 | $1,600 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,299 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,299 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,499 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $486,618 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,499 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,186 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $25,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,798 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,485 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,665 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,833 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $2,832 | CompOfcrDirTrstAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,725 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $862 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $863 | LegalFeesAdjNetIncmAmt |
| 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 | $222 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $111 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $111 | 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 | $346 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $173 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $173 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,329 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,329 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,329 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,329 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,469 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,156 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,798 | CashBOYAmt |
| Cash EOY | $36,598 | CashEOYAmt |
| Cash EOYFMV | $36,598 | CashEOYFMVAmt |
| Other Investments BOY | $307,344 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $296,352 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $296,352 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $369,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $332,950 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $332,950 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $369,142 | UnrestrictedBOYAmt |
| Unrestricted EOY | $332,950 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $369,142 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $332,950 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $369,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $332,950 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $369,142 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,260 | ExcessRevenueOverExpensesAmt |
| Subtotal | $364,882 | SubtotalAmt |
| Other Decreases | $31,932 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $332,950 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN FROM FIDELITY | 2018-01-01 | 2018-12-31 | $8,402 | $8,402 | $8,402 | ||
| AMERICAN EUROPEAN GROWTH | 2018-01-01 | 2018-06-25 | $15,126 | $806 | $806 | P | $14,320 |
| AMERICAN FUND INVESTORS | 2017-09-15 | 2018-07-02 | $2,208 | $151 | $151 | P | $2,057 |
| AMERICAN GROWTH FUND OF AMERICA | 2017-11-03 | 2018-11-12 | $15,802 | $882 | $882 | P | $14,920 |
| AMERICAN NEW PERSPET CLASS A | 2017-03-30 | 2018-11-19 | $21,060 | $588 | $588 | P | $20,472 |
| AMERICAN SHORT TERM BOND CL A | 2017-03-27 | 2018-10-05 | $69,545 | -$160 | -$160 | P | $69,705 |
| AMERICAN SHORT TERM TAX EXEMPT | 6201-07-03 | 2018-08-30 | $42,378 | -$38 | -$38 | P | $42,416 |
| AMERICAN WASHNTN MUTUTAL INVESTRS | 2017-07-06 | 2018-11-19 | $25,065 | -$460 | -$460 | P | $25,525 |
| INVESCO QQQ | 2018-07-05 | 2018-07-27 | $6,248 | $199 | $199 | P | $6,049 |
| ISHARES CORE | 2018-09-11 | 2018-11-26 | $7,470 | -$655 | -$655 | P | $8,125 |
| ISHARES EUROPE | 2018-01-22 | 2018-11-19 | $12,392 | -$1,152 | -$1,152 | P | $13,544 |
| ISHARES S&P 100 | 2018-09-20 | 2018-11-26 | $5,688 | -$450 | -$450 | P | $6,138 |
| ISHARES CORE 500 ETF | 2017-12-02 | 2018-11-19 | $60,738 | -$123 | -$123 | P | $60,861 |
| ISHARES SILVER | 2017-12-28 | 2018-03-16 | $5,046 | -$204 | -$204 | P | $5,250 |
| ISHARES TR US PFD | 2018-07-12 | 2018-11-26 | $34,381 | -$1,070 | -$1,070 | P | $35,451 |
| ISHARES TR US HL | 2018-06-28 | 2018-07-10 | $5,481 | $190 | $190 | P | $5,291 |
| POWERSHARES | 2017-12-11 | 2018-02-02 | $16,497 | $1,134 | $1,134 | P | $15,363 |
| VANGUARD | 2018-07-05 | 2018-07-10 | $6,272 | -$4 | -$4 | P | $6,276 |
| LT SALES FIDELITY | 2017-01-01 | 2018-12-31 | $126,819 | $10,463 | $10,463 | P | $116,356 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,499 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,186 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets | $348,690 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $185 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $185 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,000 | 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 | $185 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $185 | SubtotalAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $185 | 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 | $3,500 |
| WILLIAM B BUEHRING | ||||||
| 6335 W NORTHWEST HWY APT 421 | DALLAS | TX | 752253558 | VICE PRESIDENT | 0.00 | $220 |
| Michael Buehring | ||||||
| 6335 W NORTHWEST HWY 421 | DALLAS | TX | 752253558 | TREASURER | 0.00 | $220 |
| 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 | $354,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $354,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $354,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $348,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $185 | TotalTaxAmt |
| Distributable Before Adj | $17,250 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,250 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,250 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $19,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $185 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,815 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,250 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $19,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $1,750 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,219 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,219 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $531 | TotalCorpusAmt |
| Undistributed Income CY | $16,031 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $531 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,340 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| VISITING NURSE ASSOCIATION | ||||||
| 1600 VICEROY STE 400 | DALLAS | TX | 75235 | NONE | GENERAL USE DONATION | $1,500 |
| NORTH TEXAS FOOD BANK | ||||||
| 4500 S COCKRELL HILL RD | Dallas | TX | 75236 | NONE | GENERAL USE DONATION | $3,000 |
| CATHOLIC CHARITIES | ||||||
| 1421 W MOCKINGBIRD LANE | DALLAS | TX | 75247 | NONE | GENRAL USE DONATION | $500 |
| GRACE PROJECT | ||||||
| 14286 CR 227 | ARP | TX | 75750 | NONE | GENERAL USE DONATION | $7,000 |
| RESOURCE CENTER | ||||||
| 5750 CEDAR SPRINGS RD | DALLAS | TX | 75235 | NONE | GENERAL USE DONATION | $1,000 |
| WALLACE PTA | ||||||
| 9921 KIRKHAVEN DR | DALLAS | TX | 75238 | NONE | GENERAL USE DONATION | $2,350 |
| ST PATRICKS CHURCH | ||||||
| 9635 FERNDALE | DALLAS | TX | 75238 | NONE | GENERAL USE DONATION | $2,000 |
| EXCHANGE CLUB | ||||||
| KNIGHTS OF COLULMBUS HALL | DALLAS | TX | 75238 | NONE | GENERAL USE DONATION | $1,000 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVE | Casa | AR | 72025 | NONE | GENERAL USE DONATION | $400 |
| GOODWILL | ||||||
| 3020 N WESTMORELAND | DALLAS | TX | 75212 | NONE | GENERAL USE DONATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,299 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $18,499 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $23,798 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,798 | 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 | $296,352 | BookValueAmt |
| EOYFMV | $296,352 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ELESHEA LIVELY ATTORNEY LEGAL FEES | CategoryTxt |
| Legal Fees | $1,725 | LegalFeesAmt |
| Net Investment Income | $862 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $863 | AdjustedNetIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE | Desc |
| Amt | $31,932 | 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 | $346 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $173 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $173 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BLOCK ADVISORS FEES | 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 | $222 | Amt |
| Net Investment Income | $111 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $111 | AdjustedNetIncomeAmt |