ZOOLOGY FOUNDATION AT CROOKED WILLOW FARMS: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZOOLOGY FOUNDATION AT CROOKED WILLOW FARMS (EIN 27-1125802)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349109274
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T22:34:14-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8343 DOUGLAS AVENUE STE 400 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271125802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZOOLOGY FOUNDATION AT CROOKED WILLOW | BusinessNameLine1Txt |
| Business Name Line2 | FARMS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZOOL | BusinessNameControlTxt |
| Phone | 3039518813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 752 N MAIN ST 359 | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMI JENSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3039518813 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH KEIFER | PreparerPersonNm |
| PTIN | P01535070 | PTIN |
| Phone | 2143939300 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,955,995 | 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 | $3,279 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $551,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $545,646 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,670,028 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,213 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$6,337 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,526 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $632,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $632,385 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $342,989 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $342,989 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $74,653 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $74,653 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $131,074 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $131,074 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $103,714 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,879 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $58,611 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,300 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $24,437 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,437 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $400,314 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,916 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $369,311 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,092,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $181,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $870,001 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $182,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $182,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,274,511 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $181,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,052,031 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$642,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $450,516 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,270 | CashBOYAmt |
| Cash EOY | $79,208 | CashEOYAmt |
| Cash EOYFMV | $79,208 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $194,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $98,032 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,032 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $23,674 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $23,674 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,263,286 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,460,316 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,460,316 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,450,765 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,705,462 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,705,462 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,764,916 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,582,103 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,582,103 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $594,721 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $587,521 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $7,200 | LandEOYAmt |
| Land EOYFMV | $7,200 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,681,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,955,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,955,995 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $12 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $22,681,017 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,955,995 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,681,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,955,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,681,029 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,955,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,681,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$642,066 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,917,044 | OtherIncreasesAmt |
| Subtotal | $23,955,995 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,955,995 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 2024-01-01 | 2024-12-31 | $136,586 | $120,643 | $15,943 | $15,943 |
| UBS FINANCIAL SERVICES INC. | 2023-01-01 | 2024-12-31 | $530,318 | $586,886 | -$56,568 | -$56,568 |
| CITI PRIVATE BANK | 2024-01-01 | 2024-12-31 | $1,183,742 | $1,168,386 | $15,356 | $15,356 |
| CITI PRIVATE BANK | 2023-01-01 | 2024-12-31 | $2,731,801 | $2,660,327 | $71,474 | $71,474 |
| GAIN/(LOSS) FROM K-1 INVESTMENT | 2024-01-01 | 2024-12-31 | $741 | $741 | $741 | |
| GAIN/(LOSS) FROM K-1 INVESTMENT | 2023-01-01 | 2024-12-31 | $4,613 | $4,613 | $4,613 | |
| CAPITAL GAINS DIVIDENDS | 2024-01-01 | 2024-12-31 | $274 | $274 | $274 | |
| 130 SHARES - MPLX LP | 2020-08-31 | 2024-04-26 | $5,431 | $2,605 | $2,826 | $2,826 |
| 240 SHARES - DELEK LOGISTICS PARTNERS | 2024-04-26 | 2024-08-22 | $9,353 | $9,341 | $12 | $12 |
| 270 SHARES - PLAINS ALL AMERICAN | 2020-12-17 | 2024-04-26 | $4,815 | $2,695 | $2,120 | $2,120 |
| 800 SHARES - WESTERN MIDSTREAM | 2022-03-11 | 2024-01-19 | $22,048 | $23,111 | -$1,063 | -$1,063 |
| 290 SHARES - ENERGY TRANSFER | 2021-12-20 | 2024-04-26 | $4,607 | $2,323 | $2,284 | $2,284 |
| 240 SHARES - ENTERPISE PRODUCTS PARTNERS | 2019-07-09 | 2024-04-26 | $6,941 | $6,705 | $236 | $236 |
| 100 SHARES - ENTERPRISE PRODUCTS PARTNERS | 2019-07-09 | 2024-12-09 | $3,253 | $2,793 | $460 | $460 |
| PTP ORDINARY GAIN - MPLX | 2024-01-01 | 2024-12-31 | $2,708 | $2,708 | $2,708 | |
| PTP ORDINARY GAIN - DELEK LOGISTICS PARTNERS | 2024-01-01 | 2024-12-31 | $767 | $767 | $767 | |
| PTP ORDINARY GAIN - PLAINS ALL AMERICAN | 2024-01-01 | 2024-12-31 | $2,583 | $2,583 | $2,583 | |
| PTP ORDINARY GAIN - WESTERN MIDSTREAM | 2024-01-01 | 2024-12-31 | $11,833 | $11,833 | $11,833 | |
| PTP ORDINARY GAIN - ENERGY TRANSFER | 2024-01-01 | 2024-12-31 | $2,390 | $2,390 | $2,390 | |
| PTP ORDINARY GAIN - ENTERPRISE PRODUCTS PARTNERS | 2024-01-01 | 2024-12-31 | $5,224 | $5,224 | $5,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,213 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,262 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,262 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,262 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,878 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,878 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,616 | OverpaymentAmt |
| Applied To ES Tax | $21,616 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | 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 | WWW.ZOOLOGYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KIM JONES | IndividualWithBooksNm |
| Phone | 3039518813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 752 N MAIN ST 359 | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMI J JENSEN | ||||||||
| 752 N MAIN ST 359 | MANSFIELD | TX | 76063 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| THERESE DOHERTY | ||||||||
| 752 N MAIN ST 359 | MANSFIELD | TX | 76063 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN L FISH | ||||||||
| 752 N MAIN ST 359 | MANSFIELD | TX | 76063 | SECRETARY - PARTIAL YEAR | 1.00 | $0 | $0 | $0 |
| CYNTHIA WHADFORD | ||||||||
| 752 N MAIN ST 359 | MANSFIELD | TX | 76063 | TREASURER - PARTIAL YEAR | 1.00 | $0 | $0 | $0 |
| JULIA J JENSEN | ||||||||
| 752 N MAIN ST 359 | MANSFIELD | TX | 76063 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET J SCHENK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4077 RAINBOW PLAZA | AddressLine1Txt |
| City | SEDALIA | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SANCTUARY MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $77,714 | CompensationAmt |
| Employee Benefits | $6,934 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $23,204,489 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $181,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,385,941 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,385,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $350,789 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,035,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,151,758 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,151,758 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,262 | TotalTaxAmt |
| Distributable Before Adj | $1,145,496 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,145,496 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,145,496 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,052,031 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,052,031 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,145,496 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $96,051 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $96,051 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,052,031 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,052,031 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $93,465 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $93,465 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,586 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,586 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,586 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GREENWOOD WILDLIFE REHABILITATION CENTER | ||||||
| PO BOX 18987 | BOULDER | CO | 80308 | 501(C)(3) | GENERAL PURPOSE | $7,500 |
| MAKING OF MIRACLE STORIES ANIMAL RESCUE INC | ||||||
| 200 SPRINGDALE LANE | WILLIAMSTON | NJ | 08094 | 501(C)(3) | GENERAL PURPOSE | $20,000 |
| TOMORROW'S RAINBOW INC | ||||||
| 4341 NORTHWEST 39TH AVENUE | COCONUT CREEK | FL | 33073 | 501(C)(3) | GENERAL PURPOSE | $10,000 |
| EQUITARIAN INITIATIVE | ||||||
| 10777 110TH ST N | STILLWATER | MN | 55082 | 501(C)(3) | GENERAL PURPOSE | $25,000 |
| SMILES FOREVER ANIMAL RESCUE | ||||||
| 2289 JAMES MADISON HWY | GORDONSVILLE | VA | 229426216 | 501(C)(3) | GENERAL PURPOSE | $100,000 |
| VARIOUS SMALL DONATIONS | ||||||
| 752 N MAIN ST 359 | MANSFIELD | TX | 76063 | 501(C)(3) | GENERAL PURPOSE | $19,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $182,030 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $551,290 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,213 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|---|---|
| 1099 OTHER INCOME | 523000 | $50 | ||
| K-1 PARTNERSHIP INCOME - UBIT | 523000 | -$8,863 | 14 | |
| K-1 PARTNERSHIP INCOME | 523000 | $3,001 | 14 | |
| K-1 RENTAL INCOME | 523000 | -$525 | $0 | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$8,863 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $638,029 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $629,166 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2006 4 STAR 4 HORSE TRAILER | PropertyDesc |
| Acquired | 2024-01-08 | AcquiredDt |
| Cost Or Other Basis | $22,500 | CostOrOtherBasisAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $15,300 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITI PRIVATE BANK - EQUITIES | $14,478,665 | $14,478,665 |
| UBS FINANCIAL SERVICES | $2,226,797 | $2,226,797 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,460,316 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,460,316 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEW VERNON INDIA FUNDS | FMV | $298,069 | $298,069 |
| GRIFFIS PREMIUM APARTMENT FUND V INST, LP | FMV | $2,892,009 | $2,892,009 |
| CAPITAL MIDWEST FUND IV LP | FMV | $157,765 | $157,765 |
| SRP CONTINUATION PARTNERS PARALLEL, LP | FMV | $929,772 | $929,772 |
| GRIFFIS PREMIUM APARTMENT FUND VI INST, LP | FMV | $304,488 | $304,488 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 2006 4 STAR 4 HORSE TRAILER | CategoryOrItemTxt |
| Cost Or Other Basis | $22,500 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $15,300 | AccumulatedDepreciationAmt |
| Book Value | $7,200 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WORK IN PROGRESS | $13,965 | $0 | $0 |
| EVBS ADJUSTMENT | -$13,965 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION EXPENSES | $25,309 | $0 | $25,309 |
| INSURANCE | $37,653 | $0 | $37,653 |
| MEALS & ENTERTAINMENT | $3,181 | $0 | $3,181 |
| MISCELLANEOUS EXPENSES | $901 | $0 | $901 |
| OFFICE EXPENSES | $246 | $0 | $246 |
| OTHER K-1 DEDUCTIONS | $31,003 | $30,916 | $0 |
| PAYROLL PROCESSING FEES | $11,669 | $0 | $11,669 |
| REGISTRATION & LICENSES | $1,710 | $0 | $1,710 |
| REPAIRS & MAINTENANCE | $14,407 | $0 | $14,407 |
| SUPPLIES | $5,908 | $0 | $5,908 |
| TECHNOLOGY | $2,568 | $0 | $2,568 |
| TRAINING | $20 | $0 | $20 |
| PROGRAM EXPENSES - ANIMAL CARE | $260,563 | $0 | $260,563 |
| VEHICLE EXPENSES | $5,176 | $0 | $5,176 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 1099 OTHER INCOME | $50 | $50 | $50 |
| K-1 PARTNERSHIP INCOME - UBIT | -$8,863 | $0 | -$8,863 |
| K-1 PARTNERSHIP INCOME | $3,001 | $3,001 | $3,001 |
| K-1 RENTAL INCOME | -$525 | -$525 | -$525 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $1,917,044 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $103,085 | $103,085 | $0 |
| CONTRACT LABOR | $27,989 | $27,989 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $19,879 | $19,879 | $0 |
| FEDERAL TAXES | $25,224 | $0 | $0 |
| PROPERTY TAXES | $24,109 | $0 | $24,109 |
| PAYROLL TAXES | $34,502 | $0 | $34,502 |