MORRIS GREENSPUN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS GREENSPUN FOUNDATION (EIN 75-6019227)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201813199349100436
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T12:24:44-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8343 DOUGLAS AVENUE STE 400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 756019227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS GREENSPUN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 2146515570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3720 POTOMAC AVENUE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK FIJOLEK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2146515570 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS MAXFIELD | PreparerPersonNm |
| PTIN | P00445178 | PTIN |
| Phone | 2143939300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.0.230.112 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 08:22:27 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 21B5010BE9AD4BBB5B3A835E8F1FF103F3BAAE96 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21B5010BE9AD4BBB5B3A835E8F1FF103F3BAAE96 | 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 | $667,671 | 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 | $13,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,841 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $117,854 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,457 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,298 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,944 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,944 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $310 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,654 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,774 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,774 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,654 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,174 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,762 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,644 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,200 | CashBOYAmt |
| Cash EOY | $20,352 | CashEOYAmt |
| Cash EOYFMV | $20,352 | CashEOYFMVAmt |
| Corporate Stock BOY | $515,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $500,121 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $647,319 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $539,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $520,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $667,671 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $472,053 | CapitalStockBOYAmt |
| Capital Stock EOY | $472,053 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $67,561 | RetainedEarningBOYAmt |
| Retained Earning EOY | $48,420 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $539,614 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $520,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $539,614 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $520,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $539,614 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,762 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $530,852 | SubtotalAmt |
| Other Decreases | $10,379 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $520,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2017-01-01 | 2017-12-31 | $17,281 | $16,341 | $940 | $940 |
| PUBLICLY TRADED SECURITIES | P | 2016-01-01 | 2017-12-31 | $98,662 | $86,056 | $12,606 | $12,606 |
| CAPITAL GAIN DISTRIBUTIONS | P | $1,911 | $1,911 | $1,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,457 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,029 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $576,187 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072943 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,644 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $629,264 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078892 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,529 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $686,678 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070672 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,168 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $674,076 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064040 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $53,642 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $657,304 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081609 | DistributionYr5Rt |
| Total Distribution | 0.368156 | TotalDistributionRt |
| Average Distribution | 0.073631 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $618,252 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,523 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $246 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,769 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,174 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $493 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $493 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $493 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $238 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $238 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $255 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | RICK FIJOLEK | IndividualWithBooksNm |
| Phone | 2146515570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3720 POTOMAC AVENUE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY GOLDBERG | ||||||||
| 3853 NORMANDY | DALLAS | TX | 75205 | CO-TRUSTEE | 25.00 | $0 | $0 | $0 |
| ELIZABETH FIJOLEK | ||||||||
| 3720 POTOMAC AVENUE | HIGHLAND PARK | TX | 75205 | CO-TRUSTEE | 50.00 | $0 | $0 | $0 |
| IVA HOCHSTIM | ||||||||
| 3720 POTOMAC AVENUE | HIGHLAND PARK | TX | 75205 | TRUSTEE (PARTIAL YEAR) | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION WAS INVOLVED IN NO DIRECT CHARITABLE ACTIVITIES DURING THE YEAR. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THERE WERE NO PROGRAM RELATED INVESTMENTS MADE DURING THE YEAR | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $606,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $627,667 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $627,667 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $618,252 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,913 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,913 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $493 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $493 | TotalTaxAmt |
| Distributable Before Adj | $30,420 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,420 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,174 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,174 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,174 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,377 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,768 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,759 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,851 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,452 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $79,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,174 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,754 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $81,961 | 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 | $21,377 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $60,584 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,768 | ExcessFromYear4Amt |
| Excess From Year3 | $14,759 | ExcessFromYear3Amt |
| Excess From Year2 | $18,851 | ExcessFromYear2Amt |
| Excess From Year1 | $13,452 | ExcessFromYear1Amt |
| Excess From Current Year | $2,754 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH FIJOLEK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3720 POTOMAC AVENUE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2146515570 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTORS FUND OF AMERICA | ||||||||
| 729 7TH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $2,250 | |
| BROOKLYN BOTANIC GARDEN | ||||||||
| 990 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | NONE | PC | GENERAL SUPPORT | $50 | |
| BROOKLYN YOUTH CHORUS | ||||||||
| 179 PACIFIC STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $100 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | PC | GENERAL SUPPORT | $1,000 | 4524 |
| DALLAS AFTER SCHOOL | ||||||||
| 3900 WILLOW SREET SUITE 110 | DALLAS | TX | 75226 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| DALLAS CHILDREN'S THEATRE | ||||||||
| 5938 SKILLMAN STREET | DALLAS | TX | 75231 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| DALLAS MUSEUM OF ART | ||||||||
| 1717 N HARWOOD STREET | DALLAS | TX | 75201 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| DALLAS SYMPHONY ORCHESTRA | ||||||||
| 2301 FLORA STREET SUITE 300 | DALLAS | TX | 75201 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF BARRACK OBAMA MALE LEADERSHIP ACADEMY | ||||||||
| 3030 STAG ROAD | DALLAS | TX | 75241 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 2800 N HAMPTON ROAD | DALLAS | TX | 75212 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| HAYNES AND BOONE FOUNDATION | ||||||||
| 2323 VICTORY AVENUE SUITE 700 | DALLAS | TX | 75219 | NONE | PF | GENERAL SUPPORT | $2,500 | |
| KERA | ||||||||
| 3000 HARRY HINES BOULEVARD | DALLAS | TX | 75201 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| ST MARK'S SCHOOL OF TEXAS | ||||||||
| 10600 PRESTON ROAD | DALLAS | TX | 75230 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| TEMPLE EMANU-EL | ||||||||
| 8500 HILLCREST AVENUE | DALLAS | TX | 75225 | NONE | PC | GENERAL SUPPORT | $2,274 | |
| THE HOCKADAY SCHOOL | ||||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | NONE | PC | GENERAL SUPPORT | $500 | |
| THE STANFORD FUND | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC | GENERAL SUPPORT | $100 | |
| TRINITY COLLEGE | ||||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37235 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,774 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,841 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,457 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,298 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,298 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS | StockNm |
| EOY Book Value | $500,121 | EOYBookValueAmt |
| EOYFMV | $647,319 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $10,379 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $2,944 | Amt |
| Net Investment Income | $2,944 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $310 | $310 | $0 |
| EXCISE TAXES | $232 | $0 | $0 |