JOHN & PAMELA BECKERT FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN & PAMELA BECKERT FAMILY FOUNDATION (EIN 75-2769489)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201821359349103587
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T15:34:42-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MAGERS | PreparerPersonNm |
| PTIN | P00552895 | PTIN |
| Phone | 2143611400 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,033,303 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,342 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,577 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $364,420 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,577 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,514 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,514 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $103,441 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,441 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,950 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,373 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,373 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,683 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,683 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,683 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$565 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,325 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $858 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $1,580,683 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,376,101 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,820,103 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $11,120 | OtherAssetsBOYAmt |
| Other Assets EOY | $213,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $213,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,593,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,590,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,033,303 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,685 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1,685 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,591,443 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,590,159 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,591,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,590,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,593,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,590,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,591,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$565 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,590,878 | SubtotalAmt |
| Other Decreases | $719 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,590,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES COR MSCI EAFE ETF | P | 2017-07-14 | 2017-11-28 | $327 | $309 | $18 | $18 |
| VANGUARD ENGY ETF | P | 2016-12-29 | 2017-01-25 | $521 | $524 | -$3 | -$3 |
| POWERSHARES QQQ TR ETF | P | 2012-01-17 | 2017-12-21 | $15,447 | $6,480 | $8,967 | $8,967 |
| VANGUARD FTSE DEV MKT ETF | P | 2015-11-23 | 2017-12-21 | $55,860 | $48,005 | $7,855 | $7,855 |
| VANGUARD MID CAP ETF | P | 2015-11-23 | 2017-12-21 | $143,685 | $121,383 | $22,302 | $22,302 |
| VANGUARD S&P 500 ETF | P | 2015-11-23 | 2017-12-21 | $70,877 | $57,660 | $13,217 | $13,217 |
| VANGUARD SMALL CAP ETF | P | 2015-11-23 | 2017-12-21 | $77,703 | $63,482 | $14,221 | $14,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,577 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $15 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,840 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,632,715 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056250 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,411 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,688,380 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035188 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,843 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,440,864 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035286 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,157 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,228,422 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024549 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,049 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $791,048 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055684 | DistributionYr5Rt |
| Total Distribution | 0.206957 | TotalDistributionRt |
| Average Distribution | 0.041391 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,898,423 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $78,578 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $901 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $79,479 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,683 | 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 | $901 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $901 | SubtotalAmt |
| Tax Based On Investment Income | $901 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,453 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,453 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,552 | OverpaymentAmt |
| Applied To ES Tax | $9,552 | 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 |
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 | 5.00 | $0 | $0 | $0 |
| PAMELA BECKERT | ||||||||
| 4920 SENECA | DALLAS | TX | 75209 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD N BECKERT | ||||||||
| 15004 BELLBROOK DRIVE | ADDISON | TX | 75240 | DIRECTOR | 1.00 | $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 | $1,910,861 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,453 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,927,333 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,927,333 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,898,423 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,921 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,921 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $901 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $901 | TotalTaxAmt |
| Distributable Before Adj | $94,020 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $94,020 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $94,020 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,683 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,683 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $901 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,782 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,020 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $11,530 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,530 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,683 | QualifyingDistributionsAmt |
| Applied To Current Year | $90,683 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3,337 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,337 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,193 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,193 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $8,193 | ExcessFromYear1Amt |
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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||||
| 3001 KNOX ST STE 200 | DALLAS | TX | 75205 | NONE | PUBLIC CHARI | OPERATING FUNDS | $1,000 | ||
| AMERICAN CANCER SOCIETY | |||||||||
| 20450 CIVIC CENTER DR | SOUTHFIELD | MI | 48076 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | RELAY FOR LIFE AT UNIV OF MICH | |
| BLAINE COUNTY RECREATIONAL DISTR | |||||||||
| 1050 FOX ACRES RD STE 107 | HAILEY | ID | 83333 | NONE | PUBLIC CHARI | OPERATING FUNDS | $1,000 | ||
| CENTER FOR BRAIN HEALTH | |||||||||
| 800 W CAMPBELL RD SPN10 | RICHARDSON | TX | 75080 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | UT DALLAS | |
| CHI PSI EDUCATIONAL TRUST | |||||||||
| 45 RUTLEDGE ST | NASHVILLE | TN | 37210 | NONE | PUBLIC CHAR | OPERATING FUNDS | $250 | ||
| DALLAS FURNITURE BANK | |||||||||
| P O BOX 815788 | CARROLLTON | TX | 75381 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | ||
| DALLAS HOLOCAUST MUSEUM | |||||||||
| 211 N RECORD ST STE 100 | DALLAS | TX | 75202 | NONE | PUBLIC CHAR | OPERATING FUNDS | $2,100 | ||
| DALLAS MUSEUM OF ART | |||||||||
| 1717 N HARWOOD | DALLAS | TX | 75201 | NONE | PUBLIC CHARI | OPERATING FUNDS | $1,000 | ||
| DANA-FARBER JIMMY FUND | |||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | DANA-FARBER CANCER INSTITUTE | 6TH FL |
| EPCF | |||||||||
| 3030 LBJ FRWY STE 600 | DALLAS | TX | 75234 | NONE | PUBLIC CHAR | OPERATING FUNDS | $15,000 | ||
| FROM PASSTHROUGH ENTITY | |||||||||
| 4920 SENECA DR | DALLAS | TX | 75209 | NONE | PUBLIC CHAR | UNKNOWN | $3 | ||
| GOODWILL INDUSTRIES | |||||||||
| 3020 N WESTMORELAND RD | DALLAS | TX | 75212 | NONE | PUBLIC CHAR | OPERATING FUNDS | $500 | ||
| JANE'S DUE PROCESS | |||||||||
| P O BOX 685137 | AUSTIN | TX | 78768 | NONE | PUBLIC CHAR | OPERATING FUNDS | $250 | ||
| KERA | |||||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | NONE | PUBLIC CHARI | OPERATING FUNDS | $1,500 | ||
| KID SWING (TX SCOTTISH RITE HOSP) | |||||||||
| 2222 WELBORN ST | DALLAS | TX | 75219 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | ||
| METROCREST SERVICES | |||||||||
| 13801 HUTTON DR STE 150 | FARMERS BRANCH | TX | 75234 | NONE | PUBLIC CHARI | OPERATING FUNDS | $100 | ||
| MPOWER NOW | |||||||||
| 1266 W PACES FERRY RD | ATLANTA | GA | 30327 | NONE | PUBLIC CHAR | OPERATING FUNDS | $5,000 | STE 110 | |
| NETWORK FOR GOOD | |||||||||
| 2801 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PUBLIC CHAR | OPERATING FUNDS | $500 | HUMAN RIGHTS INITIATIVE OF N TX | |
| NORTH TEXAS FOOD BANK | |||||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75236 | NONE | PUBLIC CHARI | OPERATING FUNDS | $20,000 | ||
| NORTH TX ALLIANCE TO REDUCE | |||||||||
| DALLAS FOUNDATION | DALLAS | TX | 75219 | NONE | PUBLIC CHAR | OPERATING FUNDS | $250 | UNINTENDED PREGNANCY IN TEENS | 3963 MAPLE AVE STE 390 |
| OPEN CUPBOARD FOOD PANTRY | |||||||||
| 37 OLD HWY 22 | CLINTON | NJ | 08809 | NONE | PUBLIC CHAR | OPERATING FUND | $100 | P O BOX 5071 | |
| PLANNED PARENTHOOD | |||||||||
| 7424 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PUBLIC CHARI | OPERATING FUNDS | $14,700 | STE 206 | |
| RABBIS GOOD WORKS FUND | |||||||||
| 8500 HILLCREST AVE | DALLAS | TX | 75225 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | (TEMPLE EMANU-EL) | |
| SHARE OUR STRENGTH | |||||||||
| 1030 15TH ST NW STE 1100W | WASHINGTON | DC | 20005 | NONE | PUBLIC CHAR | OPERATING FUNDS | $7,600 | (NO KID HUNGRY) | |
| SHATTERPROOF | |||||||||
| 135 WEST 41ST ST 6TH FL | NEW YORK | NY | 10036 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | ||
| SPOKES FOR FOLKS | |||||||||
| 8901 CHANCELLOR ROW | DALLAS | TX | 75247 | NONE | PUBLIC CHAR | OPERATING FUNDS | $100 | ||
| ST JUDE'S CHILDRENS HOSP | |||||||||
| 5800 CAMPUS CIR DR EAST | IRVING | TX | 75063 | NONE | PUBLIC CHARI | OPERATING FUNDS | $1,680 | STE 108-A | |
| SUN VALLEY CTR FOR THE ARTS | |||||||||
| 191 5TH ST EAST | KETCHUM | ID | 83340 | NONE | PUBLIC CHARI | OPERATING FUNDS | $250 | ||
| SUN VALLEY SUMMER SYMPHONY | |||||||||
| P O BOX 1914 | SUN VALLEY | ID | 83353 | NONE | PUBLIC CHARI | OPERATING FUNDS | $5,000 | ||
| SUN VALLEY WRITERS CONF | |||||||||
| P O BOX 957 | KETCHUM | ID | 83340 | NONE | PUBLIC CHARI | OPERATING FUNDS | $4,100 | ||
| THE COMMIT PARTNERSHIP | |||||||||
| 3800 MAPLE AVE STE 800 | DALLAS | TX | 75219 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,000 | ||
| THE DALLAS ARBORETUM | |||||||||
| 8525 GARLAND RD | DALLAS | TX | 75218 | NONE | PUBLIC CHAR | OPERATING FUNDS | $2,500 | ||
| THE DALLAS FOUNDATION | |||||||||
| 3963 MAPLE AVE 390 | DALLAS | TX | 75219 | NONE | PUBLIC CHARI | OPERATING FUNDS | $500 | ||
| THE FAMILY PLACE | |||||||||
| P O BOX 7999 | DALLAS | TX | 75209 | NONE | PUBLIC CHARI | OPERATING FUNDS | $500 | ||
| THE SENIOR SOURCE | |||||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | PUBLIC CHAR | OPERATING FUNDS | $1,500 | ||
| UPLIFT EDUCATION | |||||||||
| 1825 MARKET CTR BLVD | DALLAS | TX | 75207 | NONE | PUBLIC CHARI | OPERATING FUNDS | $1,750 | STE 500 | |
| UPSTART PRODUCTIONS | |||||||||
| 425 BEDFORD ST | DALLAS | TX | 75212 | NONE | PUBLIC CHAR | OPERATING FUNDS | $250 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,683 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,342 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,514 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,577 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $103,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $8 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,441 | 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 | $2,950 | Amt |
| Net Investment Income | $2,950 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS SECURITIES | StockNm |
| EOY Book Value | $1,376,101 | EOYBookValueAmt |
| EOYFMV | $1,820,103 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERAL INCOME TAX PREPAID | $11,120 | $10,453 | $10,453 |
| PARTNERSHIP CAPITAL ACCOUNT | $202,747 | $202,747 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR YEAR INVESTMENT TAX | $667 |
| NONDEDUCTIBLE FROM PASSTHROUGH ENTITY | $52 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $9,373 | $9,373 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP ORDINARY INCOME | Desc |
| Revenue And Expenses Per Books | $2,514 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,514 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENDING TRANSACTIONS | Desc |
| BOY Book Value | $1,685 | BOYBookValueAmt |
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 |