MORRIS GREENSPUN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS GREENSPUN FOUNDATION (EIN 75-6019227)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-24
- IRS object ID
- 201641769349100404
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-24T10:16:49-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756019227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS GREENSPUN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORR | BusinessNameControlTxt |
| Phone | 2145215261 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3717 MAPLEWOOD AVENUE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IVA G HOCHSTIM | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2145215261 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS MAXFIELD | PreparerPersonNm |
| PTIN | P00445178 | PTIN |
| Phone | 2143939300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $591,160 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,800 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,139 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,800 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,259 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,259 | 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 |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,031 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,031 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $485 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,766 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,445 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,729 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,918 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,766 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,033 | CashBOYAmt |
| Cash EOY | $34,436 | CashEOYAmt |
| Cash EOYFMV | $34,436 | CashEOYFMVAmt |
| Corporate Stock BOY | $558,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $536,672 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $556,724 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $588,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $571,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $591,160 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $472,053 | CapitalStockBOYAmt |
| Capital Stock EOY | $472,053 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $116,714 | RetainedEarningBOYAmt |
| Retained Earning EOY | $99,055 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $588,767 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $571,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $588,767 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $571,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $588,767 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,659 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $571,108 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $571,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2015-12-31 | $28,866 | $29,224 | -$358 | -$358 |
| PUBLICLY TRADED SECURITIES | P | 2015-12-31 | $123,440 | $111,115 | $12,325 | $12,325 |
| CAPITAL GAINS DIVIDENDS | P | $12,833 | $12,833 | $12,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,800 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,529 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $686,678 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070672 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,168 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $674,076 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064040 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,642 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $657,304 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081609 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,274 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $693,152 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085514 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,852 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $680,099 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076242 | DistributionYr5Rt |
| Total Distribution | 0.378077 | TotalDistributionRt |
| Average Distribution | 0.075615 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $629,264 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,582 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $335 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,917 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,979 | 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 | $335 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $335 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $335 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $335 | AppliedToEsTaxAmt |
| Total Payments And Credits | $335 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | Yes (1) | 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 | IVA G HOCHSTIM | IndividualWithBooksNm |
| Phone | 2145215261 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3717 MAPLEWOOD AVENUE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IVA G HOCHSTIM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3717 MAPLEWOOD AVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION WAS INVOLVED IN NO DIRECT CHARITABLE ACTIVITIES DURING THE YEAR. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THERE WERE NO PROGRAM RELATED INVESTMENTS MADE DURING THE YEAR | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $616,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $638,847 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $638,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $629,264 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,463 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,463 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $335 | TotalTaxAmt |
| Distributable Before Adj | $31,128 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,128 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,128 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,979 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,979 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $335 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,644 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,128 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,323 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,160 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,377 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,768 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,759 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $90,387 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,128 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,851 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $109,238 | 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 | $18,323 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $90,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,160 | ExcessFromYear4Amt |
| Excess From Year3 | $21,377 | ExcessFromYear3Amt |
| Excess From Year2 | $10,768 | ExcessFromYear2Amt |
| Excess From Year1 | $14,759 | ExcessFromYear1Amt |
| Excess From Current Year | $18,851 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | IVA G HOCHSTIM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3717 MAPLEWOOD AVENUE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2145215261 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BAYLOR HEALTH CARE SYSTEM FOUNDATION | ||||||||
| 2001 BRYAN ST STE 2300 | DALLAS | TX | 75201 | NONE | PC | GENERAL SUPPORT | $100 | |
| BROADWAY CARES | ||||||||
| 165 WEST 46TH STREET STE 1300 | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $500 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | PC | GENERAL SUPPORT | $3,000 | 4524 |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON RD | BETHESDA | MD | 20814 | NONE | PC | GENERAL SUPPORT | $2,082 | |
| DALLAS AREA HABITAT FOR HUMANITY | ||||||||
| 2800 N HAMPTON RD | DALLAS | TX | 75212 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DALLAS CHILDREN'S THEATRE | ||||||||
| 5938 SKILLMAN STREET | DALLAS | TX | 75231 | NONE | PC | GENERAL SUPPORT | $3,100 | |
| DALLAS MUSEUM OF ART | ||||||||
| 1717 N HARWOOD ST | DALLAS | TX | 75201 | NONE | PC | GENERAL SUPPORT | $2,700 | |
| DALLAS SYMPHONY ORCHESTRA | ||||||||
| 2301 FLORA STREET SUITE 300 | DALLAS | TX | 75201 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| FRIENDS OF THE HIGHLAND PARK LIBRARY | ||||||||
| 4700 DREXEL DR | DALLAS | TX | 75205 | NONE | PC | GENERAL SUPPORT | $25 | |
| HOCKADAY SCHOOL | ||||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | NONE | PC | GENERAL SUPPORT | $500 | |
| KERA | ||||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| KIMBELL ART MUSEUM | ||||||||
| 3333 CAMP BOWIE BOULEVARD | FORT WORTH | TX | 76107 | NONE | PC | GENERAL SUPPORT | $75 | |
| LONESTAR CHARITY TWO-STEP | ||||||||
| 4320 FAIRFAX AVE | DALLAS | TX | 75205 | NONE | PC | GENERAL SUPPORT | $500 | |
| MODERN ART MUSEUM OF FORT WORTH | ||||||||
| 3200 DARNELL ST | FORT WORTH | TX | 76107 | NONE | PC | GENERAL SUPPORT | $113 | |
| MT CALVARY CHURCH OF GOD | ||||||||
| 1615 GARZA AVE | DALLAS | TX | 75216 | NONE | PC | GENERAL SUPPORT | $100 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $70 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 165160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $80 | |
| PLANNED PARENTHOOD OF GREATER TEXAS | ||||||||
| 7424 GREENVILLE AVE SUITE 206 | DALLAS | TX | 75231 | NONE | PC | GENERAL SUPPORT | $1,850 | |
| ST MARK'S FUND | ||||||||
| 10600 PRESTON RD | DALLAS | TX | 75230 | NONE | PC | GENERAL SUPPORT | $250 | |
| ST PHILIP'S | ||||||||
| 1600 PENNSYLVANIA AVENUE | DALLAS | TX | 75215 | NONE | PC | GENERAL SUPPORT | $100 | |
| TEMPLE EMANU-EL | ||||||||
| 8500 HILLCREST AVE | DALLAS | TX | 75225 | NONE | PC | GENERAL SUPPORT | $2,108 | |
| THE ACTORS FUND OF AMERICA | ||||||||
| 5757 WILSHIRE BOULEVARD STE 400 | LOS ANGELES | CA | 93006 | NONE | PC | GENERAL SUPPORT | $250 | |
| THE FAMILY PLACE | ||||||||
| PO BOX 7999 | DALLAS | TX | 75209 | NONE | PC | GENERAL SUPPORT | $426 | |
| THE STANFORD FUND | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC | GENERAL SUPPORT | $10,100 | |
| TRINITY COLLEGE | ||||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| US FUND FOR UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| UT SOUTHWESTERN MEDICAL CENTER | ||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | NONE | PC | GENERAL SUPPORT | $1,100 | |
| WCAI AND WNAN CAPE AND THE ISLANDS | ||||||||
| PO BOX 82 | WOODS HOLE | MA | 02543 | NONE | PC | GENERAL SUPPORT | $50 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | PC | GENERAL SUPPORT | $50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,729 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,459 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,259 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,259 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS | StockNm |
| EOY Book Value | $536,672 | EOYBookValueAmt |
| EOYFMV | $556,724 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $3,031 | Amt |
| Net Investment Income | $3,031 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $485 | $485 | $0 |
| EXCISE TAXES | $457 | $0 | $0 |