BUEHRING FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BUEHRING FAMILY FOUNDATION (EIN 75-2836286)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-20
- IRS object ID
- 201801719349100715
- 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
- Compensation Explanation
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-20T20:42:28Z | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-11 | 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 | 2018-06-20 | 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 | 2018-06-20 | IPDt |
| IP Tm | 15:45:03 | IPTm |
| Federal Original Submission Id | 75564520181311305086 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-05-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7B1D0F5EAFF94C43C1419612D0562404F68EE9EC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B1D0F5EAFF94C43C1419612D0562404F68EE9EC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $369,142 | 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 | $4,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,669 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,669 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $521,599 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,998 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $21,998 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $26,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,667 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,667 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,195 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,097 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $3,098 | CompOfcrDirTrstAdjNetIncmAmt |
| 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 | $72 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $36 | TaxesAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $900 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $900 | OccupancyAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $95 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,478 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,479 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,018 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,018 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,478 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,479 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,113 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,189 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,188 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,348 | CashBOYAmt |
| Cash EOY | $61,798 | CashEOYAmt |
| Cash EOYFMV | $61,798 | CashEOYFMVAmt |
| Other Investments BOY | $315,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $307,344 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $307,344 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $350,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $369,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $369,142 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $350,548 | UnrestrictedBOYAmt |
| Unrestricted EOY | $369,142 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $369,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $350,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $369,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$402 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,996 | OtherIncreasesAmt |
| Subtotal | $369,142 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $369,142 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 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 | 2017-01-01 | 2017-12-31 | $10,093 | $10,093 | $10,093 | ||
| AMERICAN FUND INVESTORS | 2017-02-02 | 2017-07-21 | $9,721 | $1,216 | $1,216 | P | $8,505 |
| AMERICAN GROWTH FUND OF AMERICA | 2017-04-21 | $4,400 | -$116 | -$116 | P | $4,516 | |
| AMERICAN MUTUAL FUND | 2017-08-03 | $2,948 | $238 | $238 | P | $2,710 | |
| AMRICAN NEW PERSPECTIVE | 2017-07-21 | $28,300 | $2,066 | $2,066 | P | $26,234 | |
| AMERICAN SHORT TERM BOND | 2017-12-22 | $27,700 | -$48 | -$48 | P | $27,748 | |
| AMERICAN ST TERRM TAX EXEMPT | 2017-12-21 | $112,600 | -$239 | -$239 | P | $112,839 | |
| ISHARES CORE SM CAP | 2017-11-30 | 2017-11-30 | $7,671 | $18 | $18 | P | $7,653 |
| ISHARES CORE TOTAL US | 2017-07-03 | $35,272 | $645 | $645 | P | $34,627 | |
| ISHARES CORE 500 | 2017-12-05 | $120,303 | $2,116 | $2,116 | P | $118,187 | |
| ISHARES EUROPE | 2017-03-10 | $8,541 | $170 | $170 | P | $8,371 | |
| ISHARES 500 VALUE | $12,389 | -$32 | -$32 | P | $12,421 | ||
| ISHARES TR US PFD | $4,218 | $120 | $120 | P | $4,098 | ||
| POWERSHARES | $23,014 | $929 | $929 | P | $22,085 | ||
| SPDR GOLD | $11,885 | -$57 | -$57 | P | $11,942 | ||
| LONG TERM STOCK SALES FIDELITY | $102,544 | $4,879 | $4,879 | P | $97,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,998 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $21,998 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets | $357,442 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $222 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $222 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,113 | 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 | $222 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $222 | SubtotalAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $222 | 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 | false | AtLeast5000InAssetsInd |
| 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 | $550 |
| Michael Buehring | ||||||
| 6335 W NORTHWEST HWY 421 | DALLAS | TX | 752253558 | TREASURER | 0.00 | $550 |
| 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 | $362,885 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $362,885 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $362,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,443 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $357,442 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,872 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,872 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $222 | TotalTaxAmt |
| Distributable Before Adj | $17,650 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,650 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,650 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,113 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,113 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $222 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,891 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,650 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,219 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,219 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,113 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $463 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,219 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,219 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $463 | TotalCorpusAmt |
| Undistributed Income CY | $16,431 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $463 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,219 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| NORTH TEXAS BANK | |||||||
| 4500 S COCKRELL HILL RD | Dallas | TX | 75236 | NONE | GENERAL USE DONATION | $3,851 | |
| GRACE PROJECT | |||||||
| 14286 CR 227 | Arp | TX | 75750 | NONE | GENERAL US DONATION | $4,500 | |
| VISITIN NURSE ASSOCIATION | |||||||
| 1600 VICEROY STE 400 | Dallas | TX | 75235 | NONE | GENERAL USE DONATION | $1,000 | |
| GOODWILL | |||||||
| 3020 N WESTMORELAND | Dallas | TX | 75212 | NONE | GENERAL USE DONATION | $300 | |
| DALLAS ARBORETUM | |||||||
| 8617 GARLAND RD | Dallas | TX | 75218 | NONE | GENERAL USE DONATION | $221 | |
| PEROT | |||||||
| 2201 N FIELD ST | Dallas | TX | 75201 | NONE | GENERAL UE DONATION | $216 | |
| AMERICAN DIABETES ASSOC | |||||||
| 1701 N BEAUREGARD ST | Alexandria | VA | 22311 | NONE | GENERAL USE DONATION | $500 | |
| ST MARKS FUND | |||||||
| 10600 PRESTON RD | Dallas | TX | 75230 | NONE | GENERAL USE DONATION | $500 | |
| ST PATRICKS | |||||||
| 9635 FERNDALE | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $2,000 | |
| KNIGHTS OF COLUMBUS | |||||||
| 10100 SHOREVIEW | Dallas | TX | 75230 | NONE | GENERAL USE DONATION | $1,500 | |
| WALLACE PTA | |||||||
| 9921 KIRKHAVEN DR | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $750 | |
| LHEX | |||||||
| KNIGHTS OF COLUMBUS HALL | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $400 | 10100 SHOREVIEW |
| SALVATION ARMY | |||||||
| 3500 HARRY HINES BLVD | Dallas | TX | 75218 | NONE | GENERAL USE DONATION | $2,000 | |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | Little Rock | AR | 72202 | NONE | GENERAL USE DONATION | $280 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,018 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,669 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21,998 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $26,667 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,667 | 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 |
Compensation Explanation CompensationExplanation
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Book Value | $307,344 | BookValueAmt |
| EOYFMV | $307,344 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US POSTAL SERVICE | Desc |
| Revenue And Expenses Per Books | $284 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $95 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $95 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $95 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN VALUE | Desc |
| Amt | $18,996 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BLOCK ADVISOR FEE | 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 | $72 | Amt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36 | AdjustedNetIncomeAmt |