HALBERT HARMON FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HALBERT HARMON FOUNDATION INC (EIN 20-0214688)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-21
- IRS object ID
- 201642959349100209
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-21T13:41:20-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200214688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halbert Harmon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Halbert Harmon Foundation | InCareOfNm |
| Business Name Control | HALB | BusinessNameControlTxt |
| Phone | 8175147411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Main Street | AddressLine1Txt |
| City | Colleyville | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER HARMON | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8175147411 | PhoneNum |
| Signature | 2016-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,488,218 | 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 | $276,433 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $176 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $176 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $239,021 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,901,358 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,021 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $679 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $575,232 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $298,120 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $270 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $270 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $39,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,467 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,100 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $21,950 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $238 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,712 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,787 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,705 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,982 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,705 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,282 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $438,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $258,415 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $313,978 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $237,407 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $237,407 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,075,556 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,590,272 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,250,811 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,389,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,827,679 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,488,218 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,389,534 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,827,679 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,389,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,827,679 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,389,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,827,679 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,389,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $438,145 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,827,679 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,827,679 | 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 |
| Gross Sales Price | $1,901,358 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,662,337 | CostOrOtherBasisAmt |
| Gain Or Loss | $239,021 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $239,021 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,021 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,499 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,090,603 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.014045 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,604 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,286,889 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.009005 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,382 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,667,978 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020008 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $57,607 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,286,005 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0252 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,263 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,456,344 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.018427 | DistributionYr5Rt |
| Total Distribution | 0.086685 | TotalDistributionRt |
| Average Distribution | 0.017337 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,346,640 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,695 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,584 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $95,279 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,282 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,168 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,168 | SubtotalAmt |
| Tax Based On Investment Income | $5,168 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,365 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,365 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $197 | OverpaymentAmt |
| Applied To ES Tax | $197 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halbert Harmon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8175147411 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Main Street Suite 200 | AddressLine1Txt |
| City | Colleyville | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| David S Halbert | ||||||||
| 55 Main Street | Colleyville | TX | 76034 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Belinda Jo Harmon | ||||||||
| 55 Main Street | Colleyville | TX | 76034 | VP / DIR | 1.0 | $0 | $0 | $0 |
| Christopher Robert Harmon | ||||||||
| 55 Main Street | Colleyville | TX | 76034 | Sec / Dir | 1.0 | $0 | $0 | $0 |
| David Todd Harmon | ||||||||
| 55 Main Street | Colleyville | TX | 76034 | Dir | 1.0 | $0 | $0 | $0 |
| Jon Mark Harmon | ||||||||
| 55 Main Street | Colleyville | TX | 76034 | VP / dir | 1.0 | $0 | $0 | $0 |
| Robert G Harmon | ||||||||
| 55 Main Street | Colleyville | TX | 76034 | VP / dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,076,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $351,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,428,061 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,428,061 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,346,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $267,332 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $267,332 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,168 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,168 | TotalTaxAmt |
| Distributable Before Adj | $262,164 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $262,164 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $262,164 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,282 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $92,282 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $92,282 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $262,164 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $66,703 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $92,282 | QualifyingDistributionsAmt |
| Applied To Year1 | $66,703 | AppliedToYear1Amt |
| Applied To Current Year | $25,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $236,585 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID S HALBERT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| ACU BOX 29106 | ABILENE | TX | 79699 | N/A | PC | General & Unrestricted | $5,000 |
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| ACU BOX 29106 | ABILENE | TX | 79699 | N/A | PC | ACU Lab for Advancing Reactor Architecture Fund | $25,000 |
| ETERNAL THREADS INC | |||||||
| PO BOX 3637 | ABILENE | TX | 79604 | N/A | PC | General & Unrestricted | $5,000 |
| ETERNAL THREADS INC | |||||||
| PO BOX 3637 | ABILENE | TX | 79604 | N/A | PC | Nepal Relief Program | $5,000 |
| FORTRESS YOUTH DEVELOPMENT CENTER INC | |||||||
| PO BOX 422 | FORT WORTH | TX | 76101 | N/A | PC | General & Unrestricted | $10,300 |
| HARMONY PROJECT INTERNATIONAL | |||||||
| 5750 RUFE SNOW DR STE 104 | N RICHLND HLS | TX | 76180 | N/A | PC | LivingStone International University Program | $5,000 |
| HARVEY DRIVE CHURCH OF CHRIST | |||||||
| 508 W HARVEY ST | MCALLEN | TX | 78501 | N/A | PC | General & Unrestricted | $5,000 |
| MISSIONS RESOURCE NETWORK | |||||||
| 1903 CENTRAL DR STE 410 | BEDFORD | TX | 76021 | N/A | PC | General & Unrestricted | $5,000 |
| NETIVYAH USA INC | |||||||
| PO BOX 1387 | MOUNT JULIET | TN | 37121 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,923 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $239,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $679 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $298,799 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $298,799 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 | DSH 2004 CLAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6655 N MacArthur BLVd | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $276,433 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (80 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADT LTD | $36,000 | $37,234 |
| ALLEGION PLC | $28,863 | $30,916 |
| ALLERGAN PLC | $93,858 | $193,438 |
| ALPHABET INC CL A | $62,615 | $70,021 |
| AMAZON | $37,013 | $37,174 |
| AMC NETWORKS INC | $13,503 | $30,021 |
| ANADARKO PETROLEUM CORP | $123,744 | $86,910 |
| APPLE INC | $57,921 | $59,156 |
| AUTODESK, INC | $53,408 | $87,313 |
| BANK OF AMERICA CORP | $36,661 | $34,990 |
| BIOGEN INC | $69,200 | $126,829 |
| BRISTOL-MYERS SQUIBB CO | $37,615 | $40,449 |
| BROADCOM CORPORATION | $69,337 | $128,881 |
| CELGENE CORP | $47,168 | $48,862 |
| CITRIX SYSTEMS INC | $45,640 | $58,402 |
| CME GROUP, INC | $49,560 | $51,098 |
| COMCAST CORP | $85,367 | $175,384 |
| CONAGRA FOODS INC | $36,885 | $37,227 |
| CONCHO RESOURCES INC | $22,161 | $18,015 |
| CREE, INC | $86,145 | $63,715 |
| CVS CAREMARK CORP | $29,848 | $37,544 |
| DARDEN RESTAURANTS INC | $31,743 | $39,202 |
| DISCOVERY COMMUNICATIONS | $39,785 | $35,084 |
| DOLBY LABORATORIES | $26,949 | $26,247 |
| DU PONT DE NEMOURS | $50,790 | $57,209 |
| ECOLAB INC | $35,509 | $35,229 |
| EDWARDS LIFESCIENCES | $34,708 | $38,542 |
| EOG RESOURCES INC | $26,905 | $21,803 |
| FACEBOOK INC | $31,328 | $45,841 |
| FLUOR CORP | $71,709 | $51,328 |
| FREEPORT-MCMORAN COPPER & GOLD | $91,899 | $47,864 |
| HOME DEPOT INC | $54,074 | $72,605 |
| HONEYWELL INTL | $46,093 | $45,882 |
| IMMUNOGEN, INC | $24,509 | $25,634 |
| IONIS PHARMACEUTICALS INC | $23,731 | $54,498 |
| JARDEN CORP | $26,686 | $29,588 |
| L-3 COMMUNICATIONS CORP | $78,123 | $95,967 |
| LIBERTY BROADBAND CORP (LBRDA) | $642 | $7,283 |
| LIBERTY BROADBAND CORP K (LBRD | $1,278 | $14,676 |
| LIBERTY INTERACTIVE CORPORATIO | $27,476 | $42,838 |
| LIBERTY MEDIA CORP (LMCK) | $3,742 | $43,183 |
| LIBERTY MEDIA CORPORATION COM | $1,959 | $22,255 |
| LIBERTY VENTURES | $4,246 | $10,014 |
| LOCKHEED MARTIN CORP | $64,600 | $72,962 |
| MANHATTAN ASSOCIATES INC | $27,922 | $26,005 |
| MASCO CORP | $35,817 | $37,498 |
| MEDTRONIC PLC | $46,709 | $46,690 |
| MICHAEL KORS HOLDINGS LIMITED | $28,274 | $26,680 |
| MICROCHIP TECHNOLOGY INC | $31,498 | $30,577 |
| MORGAN STANLEY | $47,583 | $41,480 |
| NATL OILWELL VARCO | $64,087 | $49,900 |
| NEXTERA ENERGY, INC | $30,440 | $31,167 |
| NORTHROP GRUMMAN CORP | $27,613 | $27,755 |
| NOW INC | $27,681 | $24,837 |
| NUANCE COMMUNICATIONS, INC | $25,276 | $30,790 |
| NUCOR CP | $65,113 | $52,592 |
| NXP SEMICONDUCTORS | $29,022 | $29,403 |
| O'REILLY AUTOMOTIVE INC | $26,849 | $36,492 |
| OLD DOMINION FREIGHT LINES | $29,453 | $27,113 |
| PENTAIR INC. | $32,385 | $22,635 |
| PFIZER INC | $48,056 | $51,680 |
| SANDISK CORP | $48,339 | $103,726 |
| SEAGATE TECHNOLOGY | $83,168 | $95,939 |
| SHERWIN-WILLIAMS CO | $38,995 | $42,834 |
| SNAP ON INC | $27,662 | $29,486 |
| SPLUNK INC | $19,062 | $15,879 |
| STARZ | $877 | $18,995 |
| SUNTRUST BKS INC | $36,394 | $38,513 |
| TE CONNECTIVITY LTD | $91,884 | $108,997 |
| THE HERSHEY COMPANY | $39,123 | $38,565 |
| TWITTER INC | $53,322 | $48,687 |
| TYCO INTERNATIONAL LTD | $63,916 | $53,416 |
| UNITEDHEALTH GROUP INC | $89,157 | $211,752 |
| VERISIGN INC | $24,951 | $35,381 |
| VERTEX PHARMCTLS INC | $44,943 | $86,319 |
| VISA INC | $49,531 | $61,885 |
| WALT DISNEY HOLDINGS CO | $36,677 | $34,151 |
| WEATHERFORD INTL | $187,068 | $124,130 |
| WELLS FARGO & CO | $57,410 | $70,668 |
| WESTERN DIGITAL CORP | $53,019 | $48,881 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $270 | LegalFeesAmt |
| Disbursements Charitable Prps | $270 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $21,712 | $21,712 | |
| Bank Charges | $238 | $238 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $679 | RevenueAndExpensesPerBooksAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANA NUTRITIVE AID PRODUCTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $1,000,000 | BalanceDueAmt |
| Interest | 0 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $39,467 | Amt |
| Net Investment Income | $39,467 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2015 | CategoryTxt |
| Amt | $5,100 | Amt |