HALBERT HARMON FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HALBERT HARMON FOUNDATION INC (EIN 20-0214688)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-10
- IRS object ID
- 201502539349100605
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-10T14:58:42-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Address Line2 | Suite 200 | AddressLine2Txt |
| 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 | 2015-09-08 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,472,529 | 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 | $770 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $770 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $197,739 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,420,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $258,434 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $515,799 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $300,061 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $110 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $110 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,188 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,188 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,707 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,589 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,699 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,805 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $407,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $266,755 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,387,217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $313,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $313,978 | 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 | $1,594,323 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,075,556 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,158,551 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,981,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,389,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,472,529 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,981,540 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,389,534 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,981,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,389,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,981,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,389,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,981,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $407,994 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,389,534 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,389,534 | 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 | $1,420,239 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,161,805 | CostOrOtherBasisAmt |
| Gain Or Loss | $258,434 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $258,434 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $258,434 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,604 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,286,889 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.009005 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,382 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,667,978 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020008 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,607 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,286,005 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0252 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,263 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,456,344 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018427 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,276,576 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049856 | DistributionYr5Rt |
| Total Distribution | 0.122496 | TotalDistributionRt |
| Average Distribution | 0.024499 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,090,603 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $124,715 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,668 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $127,383 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $71,499 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,335 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,335 | SubtotalAmt |
| Tax Based On Investment Income | $5,335 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $265 | OverpaymentAmt |
| Applied To ES Tax | $265 | 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 ST STE 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 |
|---|---|---|---|---|---|---|
| David S Halbert | ||||||
| 55 Main Street | Colleyville | TX | 76034 | Pres / Dir | 1.0 | $0 |
| Belinda Jo Harmon | ||||||
| 55 Main Street | Colleyville | TX | 76034 | VP / Dir | 1.0 | $0 |
| Christopher Robert Harmon | ||||||
| 55 Main Street | Colleyville | TX | 76034 | Sec / Dir | 1.0 | $0 |
| David Todd Harmon | ||||||
| 55 Main Street | Colleyville | TX | 76034 | Dir | 1.0 | $0 |
| John Mark Harmon | ||||||
| 55 Main Street | Colleyville | TX | 76034 | VP / Dir | 1.0 | $0 |
| Robert G Harmon | ||||||
| 55 Main Street | Colleyville | TX | 76034 | VP / Dir | 1.0 | $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 | $3,359,696 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $808,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,168,125 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,168,125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,090,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $254,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $254,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,335 | TotalTaxAmt |
| Distributable Before Adj | $249,195 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $249,195 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $249,195 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,499 | 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 | $71,499 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $71,499 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $249,195 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $110,993 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $110,993 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,499 | QualifyingDistributionsAmt |
| Applied To Current Year | $71,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $110,993 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $110,993 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $66,703 | UndistributedIncomeCYAmt |
| 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 (5 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 29115 | ABILENE | TX | 79699 | N/A | PC | General & Unrestricted | $3,000 |
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| ACU BOX 29115 | ABILENE | TX | 79699 | N/A | PC | Athletic Program, Wildcat Stadium, Exceptional Fund, and Science Complex Fund | $40,000 |
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| ACU BOX 29115 | ABILENE | TX | 79699 | N/A | PC | Friends of ACU Library Program | $1,000 |
| FORTRESS YOUTH DEVELOPMENT CENTER INC | |||||||
| PO BOX 422 | FORT WORTH | TX | 76101 | N/A | PC | General & Unrestricted | $7,800 |
| MISSIONS RESOURCE NETWORK | |||||||
| 1903 CENTRAL DR STE 410 | BEDFORD | TX | 76021 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,800 | 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 | $770 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,857 | 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 | $197,739 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $239,366 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $239,366 | 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 (85 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTAVIS PLC | $43,709 | $115,320 |
| ADT LTD. | $36,000 | $40,904 |
| ALCOA INC. | $26,642 | $25,659 |
| AMC NETWORKS INC | $13,503 | $25,636 |
| AMER INTERNATIONAL GROUP INC | $39,444 | $46,040 |
| ANADARKO PETROLEUM CORP | $108,837 | $129,029 |
| ANN INC | $27,051 | $24,478 |
| APPLE INC. | $54,660 | $67,332 |
| ARCHER DANIELS MDLND | $24,260 | $33,644 |
| AUTODESK, INC. | $53,408 | $86,066 |
| BIOGEN IDEC INC | $55,402 | $124,577 |
| BOSTON BEER CO INC | $15,711 | $19,689 |
| BROADCOM CORPORATION | $69,337 | $96,583 |
| CABLEVISION SYSTEMS CORP CL A | $59,761 | $84,067 |
| CELGENE CORP | $28,486 | $40,270 |
| CIT GROUP INC | $31,833 | $32,955 |
| CITRIX SYSTEMS INC | $45,640 | $49,254 |
| CME GROUP, INC | $43,266 | $48,669 |
| COMCAST CORP | $85,367 | $178,927 |
| COVIDIEN LTD | $39,356 | $64,948 |
| CREE, INC. | $86,145 | $76,974 |
| CVS CAREMARK CORP. | $38,728 | $50,466 |
| DARDEN RESTAURANTS INC. | $23,524 | $26,618 |
| DIRECTV GROUP | $12,201 | $49,419 |
| DISCOVER FINL SVCS COM | $50,707 | $74,790 |
| DOLBY LABORATORIES | $26,949 | $33,634 |
| DU PONT DE NEMOURS | $16,421 | $16,932 |
| DUNKIN' BRANDS GROUP INC | $38,075 | $34,802 |
| EQUITY COMMONWEALTH | $18,376 | $17,148 |
| FACEBOOK INC | $26,051 | $39,556 |
| FANUC LIMITED UNSPONSORED | $29,221 | $28,659 |
| FLOWSERVE CP | $36,379 | $31,530 |
| FLUOR CORP | $71,709 | $65,905 |
| FREEPORT-MCMORAN COPPER & GOLD | $25,838 | $23,010 |
| HESS CORP | $29,537 | $25,394 |
| HOME DEPOT INC. | $39,773 | $47,551 |
| IMMUNOGEN, INC | $24,509 | $11,523 |
| ISIS PHARMACEUTICALS, INC. | $23,731 | $54,331 |
| KANSAS CITY SOUTHERN | $36,308 | $42,344 |
| KINDER MORGAN INC | $40,598 | $60,123 |
| L-3 COMMUNICATIONS CORP | $78,123 | $101,347 |
| LIBERTY BROADBAND CORP RTS - E | $817 | |
| LIBERTY BROADBAND CORPORATION | $642 | $7,063 |
| LIBERTY BROADBAND CORPORATION | $1,278 | $14,099 |
| LIBERTY INTERACTIVE CORPORATIO | $27,476 | $46,131 |
| LIBERTY MEDIA CORPORATION | $3,742 | $39,724 |
| LIBERTY MEDIA CORPORATION COM | $1,959 | $19,998 |
| LIBERTY VENTURES | $4,246 | $8,374 |
| LOCKHEED MARTIN CORP | $30,363 | $33,315 |
| LYONDELLBASELL INDUSTRIES NV | $20,449 | $16,989 |
| MAILLINCKRODT PLC | $41,801 | $51,793 |
| MERCK & CO INC. | $43,232 | $42,138 |
| MICROCHIP TECHNOLOGY INC. | $17,612 | $16,826 |
| MICROSOFT CORPORATION | $48,003 | $53,650 |
| MORGAN STANLEY | $33,989 | $47,802 |
| NATL OILWELL VARCO | $31,934 | $37,549 |
| NEXTERA ENERGY, INC | $31,680 | $33,800 |
| NOW INC. | $3,811 | $3,885 |
| NUANCE COMMUNICATIONS, INC. | $25,276 | $22,090 |
| NUCOR CP | $65,113 | $64,010 |
| NXP SEMICONDUCTORS | $22,645 | $27,275 |
| O'REILLY AUTOMOTIVE INC. | $14,497 | $18,299 |
| PALL CP | $23,790 | $82,385 |
| PENTAIR INC. COM | $32,385 | $30,354 |
| PFIZER INC. | $52,262 | $56,662 |
| RALPH LAUREN CORP | $24,204 | $26,663 |
| RANGE RESOURCES CORP DEL | $28,238 | $23,037 |
| RAYTHEON CO. | $14,995 | $16,983 |
| SANDISK CORP | $14,825 | $83,185 |
| SEAGATE TECHNOLOGY | $46,922 | $118,702 |
| SHERWIN-WILLIAMS CO. | $23,281 | $28,671 |
| SOUTHWEST AIRLINES | $24,636 | $26,916 |
| STARZ | $877 | $16,840 |
| TE CONNECTIVITY LTD | $82,583 | $97,215 |
| THE HERSHEY COMPANY | $23,353 | $25,047 |
| TOLL BROTHERS INC | $26,565 | $26,799 |
| TRIBUNE MEDIA COMPANY | $8,408 | $8,607 |
| TYCO INTERNATIONAL LTD. | $63,916 | $73,466 |
| UNITEDHEALTH GROUP INC. | $89,157 | $181,961 |
| VENTAS INC | $32,829 | $35,922 |
| VERTEX PHARMCTLS INC | $44,943 | $81,497 |
| VISA INC | $32,676 | $38,281 |
| WAL-MART STORES INC. | $33,867 | $34,781 |
| WEATHERFORD INTL | $154,380 | $126,899 |
| WELLS FARGO & CO. | $52,140 | $65,948 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $110 | LegalFeesAmt |
| Disbursements Charitable Prps | $110 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,089 | $11,089 | |
| Administrative Set-Up Fee | $3,500 | $3,500 | |
| Bank Charges | $118 | $118 |
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 | $33,188 | Amt |
| Net Investment Income | $33,188 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2014 | CategoryTxt |
| Amt | $3,000 | Amt |