AMY & LESLIE WARE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMY & LESLIE WARE FOUNDATION (EIN 90-0781485)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-05
- IRS object ID
- 201741869349100609
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Loans From Officers Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-05T11:15:38-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263998170 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 E JOHN CARPENTER FWY STE 525 | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900781485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY & LESLIE WARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMY& | BusinessNameControlTxt |
| Phone | 2147445000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 MCKINNEY AVENUE SUITE 1050 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE D WARE | PersonNm |
| Person Title | SECRETARY/DIRECTOR | PersonTitleTxt |
| Signature | 2017-07-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A HARRIS | PreparerPersonNm |
| PTIN | P00080696 | PTIN |
| Phone | 9724013300 | PhoneNum |
| Preparation | 2017-07-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 91516E4030738335E4131C9C40966A2E724E5A06 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 91516E4030738335E4131C9C40966A2E724E5A06 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $218,300 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $335 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $335 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,077 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $352,157 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,077 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $208,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,882 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $354,341 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $354,341 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $356,041 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $354,341 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$147,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,732 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $353,739 | SavAndTempCashInvstBOYAmt |
| Corporate Stock EOY | $218,300 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $218,300 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $353,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $218,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $218,300 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $23 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $2,990 | LoansFromOfficersEOYAmt |
| Other Liabilities EOY | $1,532 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,522 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $353,716 | CapitalStockBOYAmt |
| Capital Stock EOY | $213,778 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $353,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $213,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $353,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $218,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $353,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$147,159 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,221 | OtherIncreasesAmt |
| Subtotal | $213,778 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $213,778 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-10-19 | AcquiredDt |
| Sold | 2016-12-01 | SoldDt |
| Gross Sales Price | $352,157 | GrossSalesPriceAmt |
| Cost Or Other Basis | $296,080 | CostOrOtherBasisAmt |
| Gain Or Loss | $56,077 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $56,077 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,077 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $56,077 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $319,262 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $11,000 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $85,000 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $87,664 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $587 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $587 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $354,341 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $587 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $587 | SubtotalAmt |
| Tax Based On Investment Income | $587 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $587 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | THEWAREFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LESLIE WARE | IndividualWithBooksNm |
| Phone | 2147445000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 MCKINNEY AVE SUITE 1050 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75202 | 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 | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| AMY A WARE | ||||||||
| 1717 MCKINNEY AVENUE SUITE 1050 | DALLAS | TX | 75202 | PRESIDENT/TR | 15.00 | $0 | $0 | $0 |
| LESLIE D WARE | ||||||||
| 1717 MCKINNEY AVENUE SUITE 1050 | DALLAS | TX | 75202 | SECRETARY/DI | 1.00 | $0 | $0 | $0 |
| MELISSA M WARE | ||||||||
| 1717 MCKINNEY AVENUE SUITE 1050 | DALLAS | TX | 75202 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $587 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $587 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $354,341 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $354,341 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $587 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $353,754 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $87,665 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $319,262 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $502,927 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $354,341 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $354,341 | RemainingDistriFromCorpusAmt |
| Total Corpus | $857,268 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $857,268 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $87,665 | ExcessFromYear4Amt |
| Excess From Year3 | $85,000 | ExcessFromYear3Amt |
| Excess From Year2 | $11,000 | ExcessFromYear2Amt |
| Excess From Year1 | $319,262 | ExcessFromYear1Amt |
| Excess From Current Year | $354,341 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AMY LESLIE WARE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PUBLIC CHARI | EDUCATIONAL | $50,000 | |
| CHRIST THE KING | |||||||
| 8017 PRESTON ROAD | DALLAS | TX | 75225 | CHURCH | RELIGIOUS | $300 | |
| DALLAS THEATER CENTER | |||||||
| 2400 FLORA STREET | DALLAS | TX | 75201 | PUBLIC CHARI | CHRITABLE | $2,500 | |
| HOLY TRINITY CATHOLIC SCHOOL | |||||||
| 3815 OAK LAWN AVE | DALLAS | TX | 75219 | SCHOOL | EDUCATIONAL | $1,349 | |
| NEW FRIENDS NEW LIFE | |||||||
| PO BOX 192378 | DALLAS | TX | 75219 | PUBLIC CHARI | CHARITABLE | $100 | |
| NORTH TEXAS FOOD BANK | |||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | PUBLIC CHARI | CHARITABLE | $780 | |
| PLANNED PARENTHOOD | |||||||
| 1220 TOWN E BLVD 240 | MESQUITE | TX | 75150 | PUBLIC CHARI | CHARITABLE | $2,500 | |
| RECONCILIATION OUTREACH-DALLAS | |||||||
| 1417 N PEAK STREET | DALLAS | TX | 75204 | PUBLIC CHARI | CHARITABLE | $5,022 | |
| ROMAN CATHOLIC DIOCESE OF DALLAS | |||||||
| 3725 BLACKBURN STREET | DALLAS | TX | 75219 | CHURCH | RELIGIOUS | $1,500 | |
| SALVATION ARMY WOMEN'S AUXILIARY | |||||||
| PO BOX 36026 | DALLAS | TX | 75235 | PUBLIC CHARI | CHARITABLE | $2,400 | |
| SMU DEDMAN SCHOOL OF LAW | |||||||
| 3315 DANIEL AVENUE | DALLAS | TX | 75205 | SCHOOL | EDUCATIONAL | $250,000 | |
| SONS OF THE FLAG | |||||||
| 8750 N CENTRAL EXPY 510 | DALLAS | TX | 75231 | PUBLIC CHARI | CHARITABLE | $10,000 | |
| ST MARK'S SCHOOL OF TEXAS | |||||||
| 10600 PRESTON ROAD | DALLAS | TX | 75230 | SCHOOL | EDUCATIONAL | $22,000 | |
| STATE FAIR OF TEXAS | |||||||
| 3921 MLK JR BLVD | DALLAS | TX | 75210 | PUBLIC CHARI | CHARITABLE | $2,500 | |
| THE CRYSTAL CHARITY BALL | |||||||
| 3838 OAK LAWN AVE L150 | DALLAS | TX | 75219 | PUBLIC CHARI | EDUCATIONAL | $750 | CHILDREN'S BOOK CAMPAIGN |
| THE HOCKADAY SCHOOL | |||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | SCHOOL | EDUCATIONAL | $1,000 | |
| LA FIESTA DE LAS SEIS BANDERAS | |||||||
| 3419 WESTMINSTER AVE | DALLAS | TX | 75205 | PUBLIC CHARI | CHARITABLE | $500 | |
| DALLAS MUSEUM OF ART | |||||||
| 1717 N HARWOOD STREET | DALLAS | TX | 75201 | PUBLIC CHARI | CHARITABLE | $500 | |
| DALLAS SYMPHONY ORCHESTRA | |||||||
| 2301 FLORA STREET | DALLAS | TX | 75201 | PUBLIC CHARI | CHARITABLE | $340 | |
| GENESIS WOMEN'S SHELTER | |||||||
| 4411 LEMON AVE 201 | DALLAS | TX | 75219 | PUBLIC CHARI | CHARITABLE | $100 | |
| SALVATION ARMY | |||||||
| 8341 ELAM ROAD | DALLAS | TX | 75217 | PUBLIC CHARI | CHARITABLE | $100 | |
| FRIENDS OF THE KATY TRAIL | |||||||
| 5207 MCKINNEY AVE 19A | DALLAS | TX | 75204 | PUBLIC CHARI | CHARITABLE | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $354,341 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $335 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,470 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $56,077 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,882 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,882 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | MEANS BY WHICH ITS CHARITABLE PURPOSES ARE ACCOMPLISHED |
| 4 | MEAMS BY WHICH ITS CHARITABLE PURPOSES ARE ACCOMPLISHED |
| 8 | MEANS BY WHICH ITS CHARITABLE PURPOSES ARE ACCOMPLISHED |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | AMY LESLIE WARE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 MCKINNEY AVENUE SUITE 1050 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,550 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC TRADED SECURITIES | StockNm |
| EOY Book Value | $218,300 | EOYBookValueAmt |
| EOYFMV | $218,300 | EOYFMVAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | OFFICER | LenderPersonNm |
| Title | OFFICER | TitleTxt |
| Balance Due | $2,990 | BalanceDueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MERRILL LYNCH: EMA ANNUAL FEE | $150 | $150 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENT | Desc |
| Amt | $7,221 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OVERDRAFT | Desc |
| EOY Book Value | $1,532 | EOYBookValueAmt |