HIRSCH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCH FAMILY FOUNDATION (EIN 20-1225862)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202543149349101604
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T10:02:48-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 COWBOYS WAY SUITE 800 | AddressLine1Txt |
| City | FRISCO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75034 | 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 | 201225862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRSCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIRS | BusinessNameControlTxt |
| Phone | 2142455000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CRESCENT COURT SUITE 550 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SUSSMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2142455000 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN ADAMS | PreparerPersonNm |
| PTIN | P00746628 | PTIN |
| Phone | 9727480300 | PhoneNum |
| Preparation | 2025-11-10 | 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 | $53,317,911 | 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 | $5,199 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,199 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $779,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $779,647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,203,741 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $4,203,741 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $88,886 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $88,886 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,077,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,077,473 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $227,630 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $227,630 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $385,025 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $385,025 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $11 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $11 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,242 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $454,049 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $454,049 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,100,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,100,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,271,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,271,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,371,957 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,100,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,271,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,294,484 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,976,516 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $4,550,524 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,276,175 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,276,175 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $36,148,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,235,886 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,041,736 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,220 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,220 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $40,699,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,512,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,317,911 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $411 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $896 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $411 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $896 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $40,698,639 | CapitalStockBOYAmt |
| Capital Stock EOY | $37,511,165 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,698,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,511,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,699,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,512,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,698,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,294,484 | ExcessRevenueOverExpensesAmt |
| Other Increases | $107,010 | OtherIncreasesAmt |
| Subtotal | $37,511,165 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,511,165 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GAIN ON SALE OF HP FDL | P | 2024-01-01 | 2024-12-31 | $1,286,755 | $1,286,755 |
| GAIN ON SALE OF HP SOUNDS | P | 2024-01-01 | 2024-12-31 | $774,979 | $774,979 |
| GAIN ON SALE OF HP SOUNDS | P | 2024-01-01 | 2024-12-31 | $247,878 | $247,878 |
| FIDELITY 2657 | 2024-01-01 | 2024-12-31 | -$235,290 | -$235,290 | |
| FIDELITY 3586 | 2024-01-01 | 2024-12-31 | -$89,654 | -$89,654 | |
| FIDELITY 4515 | 2024-01-01 | 2024-12-31 | -$7,521 | -$7,521 | |
| HP BIAMP | P | 2024-01-01 | 2024-12-31 | -$2 | -$2 |
| HP SNACKS | P | 2024-01-01 | 2024-12-31 | $9 | $9 |
| MHC MUTUAL | P | 2024-01-01 | 2024-12-31 | $63,804 | $63,804 |
| MHC MUTUAL | P | 2024-01-01 | 2024-12-31 | $1,137,013 | $1,137,013 |
| BREACH INLET | P | 2024-01-01 | 2024-12-31 | $489,749 | $489,749 |
| BREACH INLET | P | 2024-01-01 | 2024-12-31 | $536,021 | $536,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,203,741 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $801,431 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,274 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,274 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $49,274 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | CA | 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 | ROBERT SUSSMAN | IndividualWithBooksNm |
| Phone | 2142455000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CRESCENT COURT SUITE 550 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| LAURENCE HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SUSAN HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DARIA LEE HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| BRADFORD HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARGARET HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| ROBERT SUSSMAN | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHLANDER PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CRESCENT COURT SUITE 550 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT AND MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $289,620 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,407,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,913,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,321,222 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,321,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $844,818 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,476,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,773,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,773,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,274 | TotalTaxAmt |
| Distributable Before Adj | $2,718,546 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,718,546 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,718,546 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,271,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,271,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,718,546 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,945,866 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,280,626 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,857,590 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,377,885 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,762,514 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,224,481 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,271,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,718,546 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,552,454 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,776,935 | 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 | $1,945,866 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,831,069 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,280,626 | ExcessFromYear4Amt |
| Excess From Year3 | $4,857,590 | ExcessFromYear3Amt |
| Excess From Year2 | $2,377,885 | ExcessFromYear2Amt |
| Excess From Year1 | $4,762,514 | ExcessFromYear1Amt |
| Excess From Current Year | $4,552,454 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURENCE HIRSCH | ContributingManagerNm |
| Contributing Manager | SUSAN HIRSCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 210 N HALL STREET | DALLAS | TX | 75226 | NONE | PC | CATTLE BARRONS BALL | $10,000 |
| AT&T PERFORMING ARTS CENTER | |||||||
| 2403 FLORA ST | DALLAS | TX | 75201 | NONE | PC | 2023 CONTRIBUTION | $70,000 |
| BACHMAN LAKE TOGETHER | |||||||
| 9507 OVERLAKE DR | DALLAS | TX | 75220 | NONE | PC | GENERAL OPERATING EXPENSES | $50,000 |
| BIG THOUGHT | |||||||
| 1409 BOTHAM JEAN BLVD 1015 | DALLAS | TX | 75215 | NONE | PC | ANNUAL EVENT | $25,000 |
| BLACK TIE DINNER INC | |||||||
| 3824 CEDAR SPRINGS ROAD 355 | DALLAS | TX | 75219 | NONE | PC | 2024 CONTRIBUTION | $5,000 |
| BROADWAY DALLAS | |||||||
| 909 1ST AVENUE | DALLAS | TX | 75210 | NONE | PC | 2024 CONTRIBUTION | $25,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PURTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PC | 2024 CONTRIBUTION | $5,000 |
| CENTER FOR EUROPEAN POLICY ANALYSIS | |||||||
| 1225 19TH STREET NW SUITE 450 | WASHINGTON | DC | 20036 | NONE | PC | 1ST SEMI ANNUAL PAYMENT OF 2023 | $325,000 |
| CENTER FOR EUROPEAN POLICY ANALYSIS | |||||||
| 1225 19TH STREET NW SUITE 450 | WASHINGTON | DC | 20036 | NONE | PC | 2ND SEMI ANNUAL PAYMENT OF 2023 | $445,000 |
| CHANGE SUMMER | |||||||
| 119 WEST 72ND ST SUITE 187 | NEW YORK | NY | 10023 | NONE | PC | 2024 CONTRIBUTION | $25,000 |
| CHILD POVERTY ACTION LAB | |||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | NONE | PC | FINAL INSTALLMENT ON 3 YEAR PLEDGE | $100,000 |
| COMMIT | |||||||
| 3936 MAPLE AVENUE SUITE 290 | DALLAS | TX | 75219 | NONE | PC | CONTRIBUTION TO OPPORTUNITY 2040 | $1,000,000 |
| COMMUNITY HOMES FOR ADULTS INC | |||||||
| 11615 FOREST CENTRAL DR 100 | DALLAS | TX | 75243 | NONE | PC | 2024 CONTRIBUTION | $10,000 |
| COOPER HEWITT SIMITHSONIAN DESIGN MUSEUM | |||||||
| 2 E 91ST ST | NEW YORK | NY | 10128 | NONE | PC | 2024 CONTRIBUTION | $50,000 |
| DALLAS CASA | |||||||
| 2757 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | 2024 CONTRIBUTION | $10,000 |
| DALLAS CHILDRENS ADVOCACY CENTER | |||||||
| 5351 SAMUELL BLVD | DALLAS | TX | 75228 | NONE | PC | ART FOR ADVOCACY EVENT | $15,000 |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 211 N RECORD ST STE 100 | DALLAS | TX | 75202 | NONE | PC | 2024 CONTRIBUTION | $5,500 |
| DC CENTRAL KITCHEN | |||||||
| 425 2ND ST NW | WASHINGTON | DC | 20001 | NONE | PC | 2024 CONTRIBUTION | $70,000 |
| DUKE UNIVERSITY - FUQUA SCHOLARSHIP | |||||||
| 100 FUQUA DRIVE BOX 90120 | DURHAM | NC | 277080120 | NONE | PC | 2024 CONTRIBUTION | $85,000 |
| EDUCATION FIRST STEPS | |||||||
| 2815 GASTON AVE | DALLAS | TX | 75226 | NONE | PC | 2024 CONTRIBUTION | $5,000 |
| FAMILY GATEWAY | |||||||
| 3000 SAN JACINTO | DALLAS | TX | 752045743 | NONE | PC | 2024 CONTRIBUTION | $75,000 |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | 2024 CONTRIBUTION | $5,000 |
| FOREST FORWARD | |||||||
| 1918 MARTIN LUTHER KING JR BLVD | DALLAS | TX | 75215 | NONE | PC | 2024 CONTRIBUTION | $50,000 |
| GEORGIA O'KEEFFE MUSEUM | |||||||
| 217 JOHNSON ST | SANTA FE | NM | 87501 | NONE | PC | 2024 CONTRIBUTION | $25,000 |
| GRANT HALLIBURTON FOUNDATION | |||||||
| 3000 PEGASUS PARK DR STE 750 | DALLAS | TX | 75247 | NONE | PC | 2024 CONTRIBUTION | $5,000 |
| GREEN CITY FORCE | |||||||
| 630 FLUSHING AVE 8TH FLOOR | BROOKLYN | NY | 11206 | NONE | PC | 2024 CONTRIBUTION | $100,000 |
| HIRSCHHORN MUSEUM & SCULPTURE GARDEN | |||||||
| INDEPENDENCE AVE SW 7TH ST SW | WASHINGTON | DC | 20560 | NONE | PC | 2024 CONTRIBUTION | $50,000 |
| HOUSING FORWARD | |||||||
| 3000 PEGASUS PARK DR | DALLAS | TX | 75247 | NONE | PC | ONE TIME INSTALLMENT | $50,000 |
| INTERNATIONAL RESCUE COMMITTEE DALLAS | |||||||
| 6500 GREENVILLE AVE STE 500 | DALLAS | TX | 75206 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| JEWISH FEDERATION OF GREATER DALLAS | |||||||
| 7800 NORTHAVEN RD | DALLAS | TX | 75230 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 |
| KIPP TEXAS FUNDRASING DFW | |||||||
| 3833 SIMPSON STUART RD | DALLAS | TX | 75241 | NONE | PC | 2024 CONTRIBUTION | $10,000 |
| LIFE SCIENCE CARES INC | |||||||
| PO BOX 425486 | CAMBRIDGE | MA | 021420010 | NONE | PC | 2024 CONTRIBUTION | $10,000 |
| LIFT | |||||||
| 1610 S MALCOLM X BLVD SUITE 320 | DALLAS | TX | 75226 | NONE | PC | 2024 CONTRIBUTION | $333,000 |
| LITERACY ACHIEVES | |||||||
| 629 N PEAK ST | DALLAS | TX | 75246 | NONE | PC | 2024 CONTRIBUTION | $10,000 |
| MASSACHUSETTS GENERAL | |||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | NONE | PC | 2024 CONTRIBUTION | $250,000 |
| MOMENTOUS INSTITUTE | |||||||
| 106 E 10TH ST | DALLAS | TX | 75203 | NONE | PC | 2024 CONTRIBUTION | $10,000 |
| NATIONAL WOMEN'S LAW CENTER | |||||||
| 2055 L ST NW SUITE 650 | WASHINGTON | DC | 20036 | NONE | PC | 2024 ANNUAL EVENT | $25,000 |
| NEW YORK UNIVERSITY | |||||||
| 70 WASHINGTON SQ S | NEW YORK | NY | 10012 | NONE | PC | 2024 CONTRIBUTION | $50,000 |
| NOLS | |||||||
| 2210 SOUTH PEABODY STREET | PORT ANGELES | WA | 98362 | NONE | PC | 4TH INSTALLMENT OF FIVE-YEAR PLEDGE | $100,000 |
| NORTH TEXAS FOOD BANK | |||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PC | 5TH INSTALLMENT OF 5-YEAR PLEDGE | $65,000 |
| PARKLAND FOUNDATION | |||||||
| 1341 W MOCKINGBIRD LN STE 1100E | DALLAS | TX | 75247 | NONE | PC | 3RD INSTALLMENT OF 5-YEAR PLEDGE (PCHICOS) | $446,000 |
| PEROT MUSEUM OF NATURE & SCIENCE | |||||||
| 2201 N FIELD ST | DALLAS | TX | 75201 | NONE | PC | 2024 CONTRIBUTION | $15,000 |
| PLANNED PARENTHOOD OF GREATER DALLAS | |||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | PC | 2024 CONTRIBUTION | $10,000 |
| ROMANIAN CHILDRENS RELIEF | |||||||
| 2005 CHADDS FORD DR | RESTON | VA | 20191 | NONE | PC | GENERAL OPERATING EXPENSES | $100,000 |
| SOUTHERN GATEWAY PARK FOUNDATION | |||||||
| 633 W DAVIS ST 227 | DALLAS | TX | 75208 | NONE | PC | 2024 CONTRIBUTION | $100,000 |
| ST MARKS SCHOOL OF TEXAS | |||||||
| 10600 PRESTON RD | DALLAS | TX | 75230 | NONE | PC | 2024 CONTRIBUTION | $500,000 |
| STANFORD UNIVERSITY | |||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 94305 | NONE | PC | 2024 CONTRIBUTION | $100,000 |
| SUMMER SEARCH | |||||||
| 101 HOWARD | SAN FRANCISCO | CA | 94105 | NONE | PC | 2024 CONTRIBUTION | $225,000 |
| TEACH FOR AMERICA | |||||||
| 600 N PEARL ST SUITE 2300 | DALLAS | TX | 75201 | NONE | PC | 5TH INSTALLMENT OF 5-YEAR PLEDGE | $200,000 |
| TEMPLE EMANU-EL | |||||||
| 8500 HILLCREST ROAD | DALLAS | TX | 75225 | NONE | PC | 2024 CONTRIBUTION | $230,000 |
| TEXAS 2036 | |||||||
| 3963 MAPLE AVE STE 290 | DALLAS | TX | 752193209 | NONE | PC | SUPPORT GENERAL OPERATIONS | $75,000 |
| THE COMMIT PARTNERSHIP | |||||||
| 3000 PEGASUS PARK DR | DALLAS | TX | 75247 | NONE | PC | 2024 ANNUAL EVENT | $125,000 |
| THE COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH HAVEN LN | DALLAS | TX | 75225 | NONE | PC | 2024 CONTRIBUTION | $25,000 |
| THE CRYSTAL CHARITY BALL | |||||||
| 3838 OAK LAWN AVE 150 | DALLAS | TX | 75219 | NONE | PC | 2024 CONTRIBUTION | $25,000 |
| THE DALLAS FOUNDATION | |||||||
| 3963 MAPLE AVE STE 390 | DALLAS | TX | 75219 | NONE | PC | WINTER STORM RELIEF- MAYOR'S DISASTER RELIEF FUND | $201,500 |
| THE HOCKADAY SCHOOL | |||||||
| 11600 WELCH RD | DALLAS | TX | 75229 | NONE | PC | 2024 CONTRIBUTION | $250,000 |
| THE KENNEDY CENTER | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PC | GENERAL FUNDING | $110,000 |
| THE LAMPLIGHTER SCHOOL | |||||||
| 11611 INWOOD RD | DALLAS | TX | 75229 | NONE | PC | BRIGHT FUTURE CAPITAL CAMPAIGN | $100,000 |
| THE MAGDALEN HOUSE | |||||||
| 4513 GASTON AVE | DALLAS | TX | 75246 | NONE | PC | 2024 CONTRIBUTION | $5,000 |
| THE NEW YORK OPPORTUNITY NETWORK | |||||||
| 85 BROAD ST 6 | NEW YORK | NY | 10004 | NONE | PC | 2ND OF 3 PLEDGE PAYMENTS | $25,000 |
| THE SENIOR SOURCE | |||||||
| 3910 HARRY HINES BOULEVARD | DALLAS | TX | 75219 | NONE | PC | 2024 CONTRIBUTION | $25,000 |
| TRAC | |||||||
| 3108 LIVE OAK ST | DALLAS | TX | 75204 | NONE | PC | 2024 CONTRIBUTION | $5,000 |
| TRINITY PARK CONSERVANCY | |||||||
| 1444 OAKLAWN AVE 200 | DALLAS | TX | 75207 | NONE | PC | 2024 CONTRIBUTION | $200,000 |
| UNITED TO LEARN | |||||||
| 5310 HARVEST HILL RD STE 190 | DALLAS | TX | 75230 | NONE | PC | 2024 CONTRIBUTION | $400,000 |
| URBAN TEACHERS | |||||||
| 1825 MARKET CENTER BLVD 320 | DALLAS | TX | 75207 | NONE | PC | 2024 CONTRIBUTION | $75,000 |
| VOGEL ALCOVE | |||||||
| 1738 GANO ST | DALLAS | TX | 75215 | NONE | PC | 2024 CONTRIBUTION | $25,000 |
| CHILD CARE GROUP | |||||||
| 3000 PEGASUS PARK DR | DALLAS | TX | 75247 | NONE | PC | 2024 CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,271,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,199 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $779,647 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,886 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,203,741 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,077,473 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,077,473 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $26,235,886 | EOYBookValueAmt |
| EOYFMV | $42,041,736 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISOR FEES | $38,109 | $38,109 | $0 | $0 |
| BREACH INLET OTHER | $99,155 | $99,155 | $0 | $0 |
| CHAMBERS ENERGY II DEPLETION | $24,426 | $24,426 | $0 | $0 |
| CHAMBERS ENERGY II OTHER | $61,542 | $61,542 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $1,342 | $1,342 | $0 | $0 |
| HP ASIA III OTHER | $45,458 | $45,458 | $0 | $0 |
| HP BEAUTY OTHER | $7,335 | $7,335 | $0 | $0 |
| HP BIAMP OTHER | $37,415 | $37,415 | $0 | $0 |
| HP CARRY OTHER | $9,092 | $9,092 | $0 | $0 |
| HP CHEMICALS OTHER | $9,604 | $9,604 | $0 | $0 |
| HP LINENS OTHER | -$4,721 | -$4,721 | $0 | $0 |
| HP ROMANIA II OTHER | $306 | $306 | $0 | $0 |
| HP SCAFFOLD OTHER | $4,428 | $4,428 | $0 | $0 |
| HP SNACKS OTHER | $1,083 | $1,083 | $0 | $0 |
| INSURANCE | $22,630 | $22,630 | $0 | $0 |
| MEALS AND ENTERTAINMENT | $3,847 | $3,847 | $0 | $0 |
| MHC MUTUAL OTHER | $66,848 | $66,848 | $0 | $0 |
| OFFICE | $7,330 | $7,330 | $0 | $0 |
| PAYROLL PROCESSING | $6,909 | $6,909 | $0 | $0 |
| TRAVEL | $10,807 | $10,807 | $0 | $0 |
| HP DEFENSE OTHER | $804 | $804 | $0 | $0 |
| CONFERENCES AND SEMINARS | $300 | $300 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HP BIAMP ORDINARY | $40,405 | $40,405 | $0 |
| HP CHEMICALS ORDINARY | $11,810 | $11,810 | $0 |
| HP LINENS ORDINARY | $13,175 | $13,175 | $0 |
| BREACH INLET OTHER | $41,244 | $41,244 | $0 |
| CHAMBERS ENERGY II ORDINARY | $286,337 | $286,337 | $0 |
| PORTFOLIO FEE | $91,171 | $91,171 | $0 |
| HP CARRY ORDINARY | $33,375 | $33,375 | $0 |
| HP ASIA III OTHER | $4,412 | $4,412 | $0 |
| HP SNACKS ORDINARY | -$505,072 | -$505,072 | $0 |
| OTHER INCOME | $26 | $26 | $0 |
| HP SCAFFOLD ORDINARY | $123,058 | $123,058 | $0 |
| HP OPTICAL ORDINARY | -$5,284 | -$5,284 | $0 |
| HP OPTICAL OTHER | $4,489 | $4,489 | $0 |
| HP BEAUTY ORDINARY | -$39,448 | -$39,448 | $0 |
| HP ROMANIA II ORDINARY | -$1,006 | -$1,006 | $0 |
| CHAMBERS ENERGY II ORDINARY | $1,099 | $1,099 | $0 |
| HP DEFENSE ORDINARY | -$16,067 | -$16,067 | $0 |
| HP LINENS ROYALTIES | $3,992 | $3,992 | $0 |
| HP CARRY OTHER | $207 | $207 | $0 |
| HP BIAMP OTHER | $963 | $963 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FAIR MARKET VALUE ADJUSTMENT | Desc |
| Amt | $107,010 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD | Desc |
| BOY Book Value | $411 | BOYBookValueAmt |
| EOY Book Value | $896 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEE | $380,791 | $380,791 | $0 | $0 |
| PROFESSIONAL FEE | $4,234 | $4,234 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (13 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN | $3,263 | $3,263 | $0 | $0 |
| HP BIAMP FOREIGN | $355 | $355 | $0 | $0 |
| HP BIAMP STATE TAXES | $5,520 | $5,520 | $0 | $0 |
| HP CARRY FOREIGN | $885 | $885 | $0 | $0 |
| HP LINENS STATE TAXES | $634 | $634 | $0 | $0 |
| HP ROMANIA II FOREIGN | $636 | $636 | $0 | $0 |
| HP SCAFFOLD FOREIGN | $4,035 | $4,035 | $0 | $0 |
| MHC MUTUAL FOREIGN | $2,923 | $2,923 | $0 | $0 |
| OTHER TAXES | $1,453 | $1,453 | $0 | $0 |
| PAYROLL | $13,700 | $13,700 | $0 | $0 |
| SCAFFOLD STATE TAXES | $805 | $805 | $0 | $0 |
| STATE TAXES CARRY | $28 | $28 | $0 | $0 |
| DEFENSE STATE TAXES | $5 | $5 | $0 | $0 |