ANNE C AND JOSEPH A SLICKER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ANNE C AND JOSEPH A SLICKER FOUNDATION (EIN 20-1785937)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201813169349101236
- Schema version
- 2017v2.3
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T15:43:20-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752074778 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIER REEVES & LAWLEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3424 TEXAS BLVD | AddressLine1Txt |
| City | TEXARKANA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201785937 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE C & JOSEPH A SLICKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 2143571100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4222 MELISSA LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE SLICKER MULCAHY | PersonNm |
| Person Title | VP/SECRETARY | PersonTitleTxt |
| Phone | 2143571100 | PhoneNum |
| Signature | 2018-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BELINDA BAKER | PreparerPersonNm |
| PTIN | P00004621 | PTIN |
| Phone | 9037935695 | PhoneNum |
| Preparation | 2018-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.117.12.99 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-09 | IPDt |
| IP Tm | 14:23:32 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 20CB966EE73A2CC0205E8AF2DDF0C7B95EE66EEB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B602D594AFD2B0B327E07A06F36CA6A7E42546D0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $5,858,592 | 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 | $11,599 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,599 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,954 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,955 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,285 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $128,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,838 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,284 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,856 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,103 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,061 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,041 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $388 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $235 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $153 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $96 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $96 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,727 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,676 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,050 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,676 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,162 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $421 | CashBOYAmt |
| Cash EOY | $1,067 | CashEOYAmt |
| Cash EOYFMV | $1,067 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $96,939 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,939 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $54,988 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $54,943 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $54,861 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $135,363 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,442,712 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,606,777 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,774 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $99,664 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $98,948 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $297,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,695,325 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,858,592 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $382 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,147 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $382 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,147 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $296,696 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,694,178 | 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 | $296,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,694,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $297,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,695,325 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $296,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,457,371 | OtherIncreasesAmt |
| Subtotal | $5,694,178 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,694,178 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $9,650 | $6,670 | $2,980 | $2,980 |
| CAPITAL GAINS DIVIDENDS | P | $49,305 | $49,305 | $49,305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,285 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $282,032 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,351,484 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052702 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $280,161 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,502,796 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050912 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $334,538 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,143,612 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054453 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $328,759 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,334,132 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051903 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $311,214 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,852,013 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053181 | DistributionYr5Rt |
| Total Distribution | 0.263151 | TotalDistributionRt |
| Average Distribution | 0.052630 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,473,875 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $182,830 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,002 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $183,832 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $160,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,003 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,003 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,003 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,070 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,067 | OverpaymentAmt |
| Applied To ES Tax | $1,067 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 2143571100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4222 MELISSA LANE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75229 | 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 | 0 | 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 | 0 | BusinessHoldingsInd |
| 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 |
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 K SLICKER | ||||||||
| PO BOX 1210 | AGOURA HILLS | CA | 91376 | PRESIDENT/TREASURER | 1.00 | $7,500 | $0 | $0 |
| JOANNE SLICKER MULCAHY | ||||||||
| 4222 MELISSA LANE | DALLAS | TX | 75229 | VP/SECRETARY | 1.00 | $7,500 | $0 | $0 |
| MARGARET MULCAHY | ||||||||
| 4222 MELISSA LANE | DALLAS | TX | 75229 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,687,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,839,518 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,526,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,526,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,902 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,473,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,003 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,003 | TotalTaxAmt |
| Distributable Before Adj | $171,691 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $171,691 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $171,691 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $160,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $160,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,691 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,321 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,951 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,227 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,509 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,037 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,846 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,570 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,321 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,729 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $25,962 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $25,962 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $97,608 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $97,608 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,216 | ExcessFromYear4Amt |
| Excess From Year3 | $48,509 | ExcessFromYear3Amt |
| Excess From Year2 | $9,037 | ExcessFromYear2Amt |
| Excess From Year1 | $23,846 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANGELS IN TRAINING INC | ||||||||
| 26500 W AGOURA RD SUITE 102738 | CALABASAS | CA | 91302 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| ART TOOTH | ||||||||
| 4000 HULEN PL APT 129 | FORT WORTH | TX | 76107 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $2,500 | |
| B NOBLE FARMS FOUNDATION FOR RESCUED ANIMALS | ||||||||
| 980 NOBLE CHAMPIONS WAY | BARTONVILLE | TX | 76226 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 15321 BRAND BLVD | MISSION HILLS | CA | 91345 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $500 | |
| CENTER FOR ECOZOIC STUDIES | ||||||||
| 2516 WINNINGHAM ROAD | CHAPEL HILL | NC | 27516 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,500 | |
| DALLAS SYMPHONY ORCHESTRA | ||||||||
| 10807 HUNTERS RUN ST | GREENVILLE | TX | 75402 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| EPISCOPAL SCHOOL OF DALLAS | ||||||||
| 4100 MERRELL ROAD | DALLAS | TX | 75229 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| EPWORTH CHURCH ASSOCIATION | ||||||||
| 1161 NORTH LAKESHORE DR | LUDINGTON | MI | 49431 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | |
| LOVERS LANE UNITED METHODIST CHURCH | ||||||||
| 9200 INWOOD RD | DALLAS | TX | 75220 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $3,000 | |
| MOSAIC MULTICULTURAL FOUNDATION | ||||||||
| P O BOX 847 | VASHON | WA | 98070 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| NATURAL WAKEFULNESS CENTER | ||||||||
| 41 UNION SQUARE WEST SUITE 835 | NEW YORK | NY | 10003 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| NEWBURYPORT ART ASSOCIATION | ||||||||
| 65 WATER ST | NEWBURYPORT | MA | 01950 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $2,500 | |
| ONE LIFE ALLIANCE | ||||||||
| P O BOX 134 | NELLYSFORD | VA | 22958 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| PAWS IN THE CITY | ||||||||
| 3824 CEDAR SPRINGS 360 | DALLAS | TX | 75219 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | |
| PLANNED PARENTHOOD | ||||||||
| 7424 GREENVILLE AVE SUITE 206 | DALLAS | TX | 75231 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $10,000 | |
| PRESTON HOLLOW PRESBYTERIAN CHURCH | ||||||||
| 9800 PRESTON ROAD | DALLAS | TX | 75230 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | |
| REALISTIC LIVING | ||||||||
| 3578 N STATE HIGHWAY 78 | BONHAM | TX | 75418 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,500 | |
| ROTARY FOUNDATION | ||||||||
| ONE ROTARY CENTER 1560 SHERMAN | EVANSTON | IL | 60201 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $35,000 | AVENUE |
| SANTA CLARA OF ASSISI CATHOLIC ACADEMY | ||||||||
| 321 CALUMET AVE | DALLAS | TX | 75211 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| SELF ENQUIRY LIFE FELLOWSHIP | ||||||||
| P O BOX 30627 | SANTA BARBARA | CA | 93130 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $2,000 | |
| ST MICHAEL & ALL ANGELS EPISCOPAL CHURCH | ||||||||
| 8011 DOUGLAS AVE | DALLAS | TX | 75225 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $3,000 | |
| SYNCHRONICITY FOUNDATION | ||||||||
| P O BOX 694 | NELLYSFORD | VA | 22958 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $5,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| 2800 S UNIVERSITY DR | FORT WORTH | TX | 76129 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $2,500 | |
| THE AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $10,000 | |
| THE SILENCE FOUNDATION | ||||||||
| 4200 NW 51ST ST | OKLAHOMA CITY | OK | 73112 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $1,000 | |
| TIBETAN CENTER FOR COMPASSION & WISDOM | ||||||||
| 160 CORTE MADERA AVENUE | MILL VALLEY | CA | 94911 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $10,000 | |
| TOWN NORTH FAMILY YMCA | ||||||||
| 4332 NORTHAVEN RD | DALLAS | TX | 75229 | N/A | PC | FURTHERANCE OF EXEMPT PURPOSES | $2,000 | |
| WONDER LOVE AND GRATITUDE INC | ||||||||
| 28351 AGOURA RD STE C | AGOURA HILLS | CA | 91301 | N/A | PC | FURTHERANCE OF EXMEPT PURPOSES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,000 | 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 | $11,599 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,954 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,285 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $128,838 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,838 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRIER, REEVES & LAWLEY | $1,865 | $1,119 | $746 |
| HORACE CABE FOUNDATION | $5,275 | $3,165 | $2,110 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | HORACE CABE FDN TRANSFERS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PAGE 3 PART V, PAGE 9 PART XIII | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION RECEIVED ONE-SIXTH OF THE ASSETS INLIQUIDATION OF THE HORACE C CABE FOUNDATION, EIN75-2402852, DURING CALENDAR YEAR 2017.IN CONJUNCTION WITH THE TRANSFER, ONE-SIXTH OF PRIOR YEARS DATA INCLUDED ON THE HORACE CABE FOUNDATIONFORM 990-PF, PART V, LINE 1, AND PART XIII, LINE 9,AS OF JUNE 30, 2017, HAS BEEN INCLUDED ON THIS RETURN. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $99,664 | EOYBookValueAmt |
| EOYFMV | $98,948 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $5,442,712 | EOYBookValueAmt |
| EOYFMV | $5,606,777 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $54,943 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $54,861 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIQUIDATING DISTRIBUTION FROM HORACE C CABE FOUNDATION | Desc |
| Amt | $5,457,371 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES | Desc |
| BOY Book Value | $382 | BOYBookValueAmt |
| EOY Book Value | $1,147 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANCORPSOUTH | $2,089 | $1,253 | $836 |
| NORTHERN TRUST | $23,014 | $13,808 | $9,205 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $5 | $5 | $0 |
| PAYROLL TAXES | $383 | $230 | $153 |