MAKE IT MATTER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MAKE IT MATTER FOUNDATION (EIN 84-2784599)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202523179349102347
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T16:44:40-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 465707611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TBK CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5718 WESTHEIMER ROAD STE 1600 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | 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 | 842784599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKE IT MATTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAKE | BusinessNameControlTxt |
| Phone | 7036269775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5959 ROYAL LN STE 539 670245 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN HALL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2146127822 | PhoneNum |
| Signature | 2025-11-13 | 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 | JOHN BLACKMON | PreparerPersonNm |
| PTIN | P01320843 | PTIN |
| Phone | 7133641700 | PhoneNum |
| Preparation | 2025-10-28 | 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 | $1,160,608 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,958 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,958 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $815,018 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $988,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $815,018 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $827,503 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $827,503 | 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 |
| Legal Fees Rev And Expnss | $1,469 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $219 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $219 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,541 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $34,608 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,212 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $18 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,681 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $217,677 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $217,677 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $217,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $547,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $827,109 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,318 | CashBOYAmt |
| Cash EOY | $387,786 | CashEOYAmt |
| Cash EOYFMV | $387,785 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $179,605 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,050 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,050 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $50,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $50,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $50,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $335 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $335 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $485,393 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $406,114 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $406,114 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,865 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,541 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $1,324 | LandEOYAmt |
| Land EOYFMV | $1,324 | LandEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $921,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,160,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,160,608 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,555 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,555 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $918,761 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,160,609 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $918,761 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,160,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $921,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,160,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $918,761 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $547,683 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,466,444 | SubtotalAmt |
| Other Decreases | $305,835 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,160,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 8,435 SH - ACV AUCTIONS INC | P | 2022-08-19 | 2024-02-23 | $138,148 | $67,480 | $70,668 | $70,668 |
| 8,435 SH - ACV AUCTIONS INC | P | 2022-08-19 | 2024-11-06 | $160,259 | $67,480 | $92,779 | $92,779 |
| 2,171 SH - CARVANA CO | P | 2022-11-04 | 2024-02-23 | $153,966 | $19,429 | $134,537 | $134,537 |
| 2,170 SH - CARVANA CO | P | 2022-11-04 | 2024-10-31 | $536,454 | $19,420 | $517,034 | $517,034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $815,018 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,497 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,497 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,497 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $11,509 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 | STEPHEN HALL | IndividualWithBooksNm |
| Phone | 2146127822 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5959 ROYAL LN STE 539 670245 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN S HALL | ||||||||
| 11565 EAST RICKS CIRCLE | DALLAS | TX | 75230 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| JOY M HALL | ||||||||
| 11565 EAST RICKS CIRCLE | DALLAS | TX | 75230 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $94,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $284,738 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $301,659 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $680,961 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $680,961 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $670,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,497 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,497 | TotalTaxAmt |
| Distributable Before Adj | $22,040 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,040 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,040 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $217,677 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $217,677 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $317,120 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $301,536 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $240,374 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $371,385 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,230,415 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $217,677 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,040 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $195,637 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,426,052 | 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 | $1,426,052 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $317,120 | ExcessFromYear4Amt |
| Excess From Year3 | $301,536 | ExcessFromYear3Amt |
| Excess From Year2 | $240,374 | ExcessFromYear2Amt |
| Excess From Year1 | $371,385 | ExcessFromYear1Amt |
| Excess From Current Year | $195,637 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN S HALL | ContributingManagerNm |
| Contributing Manager | JOY M HALL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP STUDENTS IN HONOR SOCIETIES | $25,000 |
| CONSCIOUS CAPITALISM INC | |||||||
| 1580 N LOGAN ST STE 660 PMB 33057 | DENVER | CO | 80203 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP ENCOURAGE LEADERSHIP AND INNOVATION | $25,500 |
| UNITED WAY OF METROPOLITAN DALLAS | |||||||
| 1800 N LAMAR STREET | DALLAS | TX | 75202 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP FAMILIES AND CHILDREN IN NEED | $25,000 |
| LIVE LIKE LOU FOUNDATION | |||||||
| 2 SOUTH CAMPUS AVENUE | OXFORD | OH | 45056 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS MADE TO SUPPORT INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES | $202 |
| GO FUND ME - RICK SAPIO | |||||||
| 8605 SANTA MONICA BLVD 88639 | REDWOOD CITY | CA | 94063 | CONTRIBUTION RECIPIENT | I | CONTRIBUTIONS TO HELP PAY FOR FUNERAL SERVICES | $10,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 381053678 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP FAMILIES AND CHILDREN IN NEED | $1,000 |
| MAKE A WISH FOUNDATION | |||||||
| 12625 SOUTHWEST FREEWAY | STAFFORD | TX | 77477 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP FAMILIES AND CHILDREN IN NEED | $35,500 |
| NORTH TEXAS FOOD BANK | |||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP FAMILIES AND CHILDREN IN NEED | $263 |
| NORTHWEST BIBLE CHURCH | |||||||
| 8505 DOUGLAS AVE | DALLAS | TX | 75225 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP FAMILIES AND CHILDREN IN NEED | $5,000 |
| PARISH EPISCOPAL SCHOOL | |||||||
| 4101 SIGMA RD | DALLAS | TX | 75244 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP FAMILIES AND CHILDREN IN NEED | $12,500 |
| SCLERODERMA RESEARCH FOUNDATION | |||||||
| 220 MONTGOMERY STREET SUITE 484 | SAN FRANCISCO | CA | 94104 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP FAMILIES AND CHILDREN IN NEED | $2,500 |
| COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP FAMILIES AND CHILDREN IN NEED | $2,800 |
| STUDENT MOBILIZATION | |||||||
| 950 CARSON COVE SUITE 112 | CONWAY | AR | 72034 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP FAMILIES AND CHILDREN IN NEED | $412 |
| STAGEN LLC | |||||||
| 3535 TRAVIS STREET SUITE 100 | DALLAS | TX | 75204 | CONTRIBUTION RECIPIENT | NC | CONTRIBUTIONS TO HELP ENCOURAGE LEADERSHIP AND INNOVATION | $18,000 |
| THE GIVE BACK COMMUNITY | |||||||
| 3027 S DIXIE HWY UNIT 207 | WEST PALM BEACH | FL | 33405 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP FAMILIES AND CHILDREN IN NEED | $4,000 |
| UNITED WITH LOVE OUTREACH MINISTRY | |||||||
| 2201 LONG PRAIRIE ROAD | FLOWER MOUND | TX | 75022 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP FAMILIES AND CHILDREN IN NEED | $10,000 |
| ASCENSUS GROUP LLC | |||||||
| 200 DRYDEN ROAD SUITE 4000 | DRESHER | PA | 19025 | CONTRIBUTION RECIPIENT | SECTION 501(C)(3) | CONTRIBUTIONS TO HELP FAMILIES AND CHILDREN IN NEED | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $217,677 | 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 | $8,958 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $815,018 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $815,018 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $827,503 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENTS GENERATE INCOME THAT IS USED TO HELP FUND THE DONATIONS |
| 3 | & GRANTS MADE BY THE FOUNDATION |
| 4 | INVESTMENTS GENERATE INCOME THAT IS USED TO HELP FUND THE DONATIONS |
| 4 | & GRANTS MADE BY THE FOUNDATION |
| 8 | INVESTMENTS GENERATE INCOME THAT IS USED TO HELP FUND THE DONATIONS |
| 8 | & GRANTS MADE BY THE FOUNDATION |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,395 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2024-08-26 | $1,083 | 200DB | 7.000000000000 | $712 | $0 |
| OFFICE FURNITURE | 2024-08-26 | $671 | 200DB | 7.000000000000 | $441 | $0 |
| OFFICE FURNITURE | 2024-08-29 | $2,111 | 200DB | 7.000000000000 | $1,388 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN CHARLES SCHWAB #1416 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $406,114 | BookValueAmt |
| EOYFMV | $406,114 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE FURNITURE | $1,083 | $712 | $371 | $371 |
| OFFICE FURNITURE | $671 | $441 | $230 | $230 |
| OFFICE FURNITURE | $2,111 | $1,388 | $723 | $723 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,469 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBUNTU SAFE CONVERTIBLE NOTE | Desc |
| BOY Book Value | $250,000 | BOYBookValueAmt |
| EOY Book Value | $250,000 | EOYBookValueAmt |
| EOYFMV | $250,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENT IN CHARLES SCHWAB #1416 | Desc |
| Amt | $305,835 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $175 | $175 | $0 |
| OFFICE EXPENSE | $2,293 | $0 | $0 |
| SUPPLIES | $213 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIRST UNITED CREDIT CARD | Desc |
| BOY Book Value | $2,555 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $219 | Amt |
| Net Investment Income | $219 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |