ANDY AND NANCY THOMPSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANDY AND NANCY THOMPSON FOUNDATION (EIN 26-2424304)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-24
- IRS object ID
- 202542979349100629
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-24T15:39:46-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Commerce Street Suite 2000 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262424304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andy and Nancy Thompson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRISTOPHER THOMPSON | InCareOfNm |
| Business Name Control | ANDY | BusinessNameControlTxt |
| Phone | 8179993282 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 Camp Bowie Blvd Suite 114-72 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chris Thompson | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8177382400 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 8177382400 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,086,322 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,605 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,605 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,614 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,770 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $111,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,765 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,560 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,560 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,542 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,771 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,771 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,840 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,695 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,915 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,915 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,246 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,857 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,246 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,092 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,299 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,330 | CashBOYAmt |
| Cash EOY | $22,905 | CashEOYAmt |
| Cash EOYFMV | $22,905 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $44,680 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,858 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,858 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,293,926 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,482,551 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,482,551 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $524,044 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $525,008 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $525,008 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,886,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,086,322 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,086,322 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,886,980 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,086,322 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,886,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,086,322 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,886,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,086,322 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,886,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,092 | ExcessRevenueOverExpensesAmt |
| Other Increases | $223,434 | OtherIncreasesAmt |
| Subtotal | $3,086,322 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,086,322 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ML LONG-TERM COVERED | 2023-01-01 | 2024-12-31 | $39,668 | $29,793 | $9,875 | $9,875 |
| ML LONG-TERM NONCOVERED | 2011-01-04 | 2024-12-03 | $14,946 | $4,051 | $10,895 | $10,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,770 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,394 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,394 | SubtotalAmt |
| Tax Based On Investment Income | $1,394 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,450 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,520 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $53 | EsPenaltyAmt |
| Overpayment | $73 | OverpaymentAmt |
| Applied To ES Tax | $73 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER THOMPSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8179993282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 CAMP BOWIE BLVD STE 114-72 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 Sealy Thompson | ||||||||
| 4455 Camp Bowie Blvd | Fort Worth | TX | 76107 | DIRECTOR | 0 | $0 | $0 | $0 |
| John Andrew Thompson Jr | ||||||||
| 4455 Camp Bowie Blvd | Fort Worth | TX | 76107 | DIRECTOR | 0 | $0 | $0 | $0 |
| Christopher Sealy Thompson | ||||||||
| 4455 Camp Bowie Blvd | Fort Worth | TX | 76107 | DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,966,604 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,052,688 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,052,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,006,898 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,345 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,345 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,394 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,394 | TotalTaxAmt |
| Distributable Before Adj | $148,951 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $148,951 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $148,951 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,246 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $124,246 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $109,422 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,246 | QualifyingDistributionsAmt |
| Applied To Year1 | $109,422 | AppliedToYear1Amt |
| Applied To Current Year | $14,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $134,127 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY THOMPSON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Harris MethodistTHR Foundation | |||||||
| 612 E Lamar Blvd Suite 300 | Arlington | TX | 76011 | None | PC | General Support | $10,000 |
| Meals on Wheels | |||||||
| 5740 Airport Fwy | Haltom City | TX | 76117 | None | PC | General support | $10,000 |
| Tarrant Area Food Bank | |||||||
| 2600 Cullen Street | Fort Worth | TX | 76107 | none | PC | General support | $15,000 |
| Tunnels to Towers Foundation | |||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | none | PC | general support | $10,000 |
| Gill Children's Services | |||||||
| 555 Hemphill St 200 | Fort Worth | TX | 76104 | none | PC | General Support | $25,000 |
| Humane Society of North Texas | |||||||
| 1840 E Lancaster Ave | Fort Worth | TX | 76103 | none | PC | General Support | $15,000 |
| American Red Cross | |||||||
| 430 17th Street NW | Washington | DC | 20006 | none | PC | General Support | $7,500 |
| Wounded Warriors | |||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | None | PC | General Support | $5,000 |
| Animal Hope Adoption | |||||||
| 6708 South Hulen Drive | Fort Worth | TX | 76133 | None | PC | General Support | $2,500 |
| Cooks Childrens Hospital | |||||||
| 801 7th Avenue | Fort Worth | TX | 76104 | None | PC | General Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,605 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,390 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $111,765 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,765 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,560 | Amt |
| Disbursements Charitable Prps | $2,560 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR 1-5 YEAR INV GRADE | $62,660 | $62,660 |
| ISHARES IBOXX$ HIGH YIELD CORP | $79,122 | $79,122 |
| SPDR PORTFOLIO INTERMEDI TERM | $383,226 | $383,226 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S&P MID-CAP ETF | $376,165 | $376,165 |
| ISHARES CORE S&P SMALL CAP ETF | $185,850 | $185,850 |
| VANGUARD REAL ESTATE ETF | $107,876 | $107,876 |
| VANGUARD FTSE EMERGING MARKETS | $113,183 | $113,183 |
| WISDOMTREE US SMALLCAP DIVD FD | $139,049 | $139,049 |
| WISDOMTREE INTL S/C DV F | $71,385 | $71,385 |
| VANGUARD HIGH DVD YIELD ETF | $368,352 | $368,352 |
| ISHARES INTL SELECT DIVIDEND | $115,078 | $115,078 |
| VANGUARD FTSE DEVELOPED MARKET | $343,348 | $343,348 |
| ISHARES CORE S&P 500 ETF | $662,265 | $662,265 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $2,915 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,915 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $223,432 |
| ROUNDING | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $17,542 | Amt |
| Net Investment Income | $8,771 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,771 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $1,100 | |
| FOREIGN TAX | $1,740 | $2,695 |