HIRSCH FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCH FAMILY FOUNDATION (EIN 20-1225862)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201503149349101360
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T15:37:39-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752919818 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COSCIA GREILICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 DALLAS PARKWAY SUITE 300 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75093 | 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 | 201225862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRSCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIRS | BusinessNameControlTxt |
| Phone | 2142455000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CRESCENT COURT SUITE 550 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SUSSMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2142455000 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN M ADAMS | PreparerPersonNm |
| PTIN | P00746628 | PTIN |
| Phone | 9727480300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,481,593 | 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 |
| Interest On Sav Rev And Expnss | $279 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $279 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,123,842 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,123,842 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,244,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,303,487 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,155,653 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,841 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,841 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,398,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,309,615 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,066 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,066 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,005 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,005 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,090,469 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,090,469 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $37,860 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $37,860 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $143,563 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,232 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,754 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,754 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $320,594 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $319,983 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,672,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,477,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,446,906 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,446,906 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,119,217 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,477,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,499,906 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $279,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,832,246 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,781,708 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,720,517 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,720,517 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,686,996 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,297,166 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,761,076 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $28,468,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,017,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,481,593 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $28,468,704 | CapitalStockBOYAmt |
| Capital Stock EOY | $29,017,683 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,468,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,017,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,468,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,017,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,468,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $279,708 | ExcessRevenueOverExpensesAmt |
| Other Increases | $269,271 | OtherIncreasesAmt |
| Subtotal | $29,017,683 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,017,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| FIDELITY 2657 | 2014-12-31 | $96,911 | $89,700 | $7,211 | $7,211 | |
| FIDELITY 2657 | 2014-12-31 | $172,049 | $194,653 | -$22,604 | -$22,604 | |
| FIDELITY 3586 | 2014-12-31 | $2,833,583 | $1,352,992 | $1,480,591 | $1,480,591 | |
| FIDELITY 3586 | 2014-12-31 | $4,680,971 | $4,688,240 | -$7,269 | -$7,269 | |
| FIDELITY 4515 | 2014-12-31 | $173,999 | $131,962 | $42,037 | $42,037 | |
| FIDELITY 4515 | 2014-12-31 | $12 | $12 | $12 | ||
| CWS SALE FROM K-1 | 2014-07-31 | $1,262,438 | $1,262,438 | P | ||
| HPC SALE | 2014-11-04 | $2,495,317 | $576,524 | $1,918,793 | $1,918,793 | P |
| REAGAN CAPITAL | 2014-12-31 | $5,846,741 | $5,361,496 | $485,245 | $485,245 | P |
| CHAMBERS ENERGY FROM K-1 | 2014-12-31 | -$114,156 | -$114,156 | P | ||
| CHAMBERS ENERGY FROM K-1 | 2014-12-31 | $60,789 | $60,789 | P | ||
| DALRYMPLE FROM K-1 | 2014-12-31 | -$11,748 | -$11,748 | P | ||
| DALRYMPLE FINAL DISPOSITION | 2014-12-31 | $37,673 | $37,673 | P | ||
| REAGAN CAPITAL OTHER | 2014-12-31 | $12,737 | $12,737 | P | ||
| CAPITAL GAINS DIVIDENDS | $3,904 | $3,904 | $3,904 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,155,653 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$114,202 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,275,783 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,154,716 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.101876 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,548,730 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,440,363 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081066 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,388,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,101,449 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084978 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,187,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,863,642 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084586 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,032,352 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,521,485 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099035 | DistributionYr5Rt |
| Total Distribution | 0.451541 | TotalDistributionRt |
| Average Distribution | 0.090308 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,657,589 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,949,242 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38,322 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,987,564 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,499,906 | 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 | $38,322 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,322 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,322 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,345 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $38,298 | AppliedToEsTaxAmt |
| Total Payments And Credits | $40,643 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $220 | EsPenaltyAmt |
| Overpayment | $2,101 | OverpaymentAmt |
| Applied To ES Tax | $2,101 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT SUSSMAN | IndividualWithBooksNm |
| Phone | 2142455000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CRESCENT COURT SUITE 550 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| LAURENCE HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SUSAN HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DARIA LEE HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 5.00 | $53,000 | $0 | $0 |
| BRADFORD HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARGARET HIRSCH | ||||||||
| 300 CRESCENT COURT SUITE 550 | DALLAS | TX | 75201 | DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHLANDER PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CRESCENT COURT SUITE 550 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT AND MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $2,090,469 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $29,403,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,751,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,154,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,154,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $497,324 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,657,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,632,879 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,632,879 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,322 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,322 | TotalTaxAmt |
| Distributable Before Adj | $1,594,557 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,594,557 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,594,557 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,499,906 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,499,906 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $38,322 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,461,584 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,594,557 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,011,662 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $931,686 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,111,949 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $990,661 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,799,389 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,845,347 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,499,906 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,594,557 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,905,349 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,750,696 | 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 | $1,011,662 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,739,034 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $931,686 | ExcessFromYear4Amt |
| Excess From Year3 | $1,111,949 | ExcessFromYear3Amt |
| Excess From Year2 | $990,661 | ExcessFromYear2Amt |
| Excess From Year1 | $1,799,389 | ExcessFromYear1Amt |
| Excess From Current Year | $1,905,349 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURENCE HIRSCH | ContributingManagerNm |
| Contributing Manager | SUSAN HIRSCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABERG CENTER FOR LITERACY | ||||||||
| 5100 ROSS AVE | DALLAS | TX | 75206 | NONE | PC | SUPPORT FOR LITERACY | $1,000 | |
| BOYS & GIRLS CLUBS OF AMERICA | ||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | SUPPORT THE UNDERPRIVILEGED | $25,000 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PURTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PC | FEED THE NEEDY | $5,000 | |
| CENTER FOR EUROPEAN POLICY ANALYSIS | ||||||||
| 1225 19TH STREET NW SUITE 450 | WASHINGTON | DC | 20036 | NONE | PC | FORUM FOR SCHOLARLY POLICY ANALYSIS | $650,000 | |
| COMMUNITIES IN SCHOOLS DALLAS REGION INC | ||||||||
| 8700 N STEMMONS FWY SUITE 125 | DALLAS | TX | 75247 | NONE | PC | SUPPORT ACADEMIC SERVICES | $60,000 | |
| CRYSTAL CHARITY BALL | ||||||||
| 30 1/2 HIGHLAND PARK VILLAGE | DALLAS | TX | 75205 | NONE | PC | PROMOTE CHILDREN'S CHARITIES | $25,000 | |
| DALLAS CASA | ||||||||
| 2815 GASTON AVE | DALLAS | TX | 75226 | NONE | PC | ADVOCATE FOR INNER CITY CHILDREN | $15,000 | |
| DALLAS CHILDREN'S ADVOCACY CENTER | ||||||||
| 3611 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | PROMOTE HEALING OF CHILD ABUSE VICTIMS | $100,000 | |
| DALLAS HERITAGE VILLAGE AT OLD CITY PARK | ||||||||
| 1515 S HARWOOD | DALLAS | TX | 75215 | NONE | PC | SUPPORT HISTORY WITH A TWIST | $2,500 | |
| DALLAS SUMMER MUSICALS INC | ||||||||
| MUSIC HALL AT FAIR PARK PO BOX | DALLAS | TX | 753710336 | NONE | PC | SUPPORT FOR THE ARTS | $25,000 | 710336 |
| EAST DURHAM CHILDRENS INITIATIVE | ||||||||
| 107 N DRIVER ST 3RD FLOOR | DURHAM | NC | 27703 | NONE | PC | CRADLE TO COLLEGE SUPPORT | $100,000 | |
| GEORGIA O'KEEFE MUSEUM | ||||||||
| 217 JOHNSON STREET | SANTA FE | NM | 87501 | NONE | PC | SUPPORT AMERICA'S ARTISTIC HISTORY | $200,000 | |
| JEWISH FEDERATION OF GREATER DALLAS | ||||||||
| 100 SOUTH HOUSTON STREET | DALLAS | TX | 75202 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| UPLIFT | ||||||||
| 1825 MARKET CENTER BLVD | DALLAS | TX | 752073357 | NONE | PC | EDUCATIONAL SUPPORT | $1,000 | |
| MAPLE LAWN ELEMENTARY SCHOOL - DISD | ||||||||
| 3700 ROSS AVENUE | DALLAS | TX | 75204 | NONE | PC | SUPPORT ACCELERATED READING | $2,300 | |
| NATIONAL CENTER FOR LEARNING DISABILITIES | ||||||||
| 381 PARK AVENUE SO SUITE 1401 | NEW YORK | NY | 10016 | NONE | PC | SUPPORT EDUCATIONAL SERVICES | $100,000 | |
| NATIONAL WOMENS LAW CENTER | ||||||||
| 11 DUPONT CIRCLE NW 800 | WASHINGTON | DC | 20036 | NONE | PC | BUILD CRITICAL PUBLIC SUPPORT FOR FEMALE ATTORNEYS | $24,750 | |
| NOLS | ||||||||
| 284 LINCOLN ST | LANDER | WY | 825202848 | NONE | PC | PROMOTE OUTDOOR LEADERSHIP | $50,000 | |
| NORTH TEXAS FOOD BANK | ||||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PC | HUNGER RELIEF | $55,000 | |
| PLANNED PARENTHOOD OF NORTH TEXAS | ||||||||
| 7424 GREENVILLE AVE SUITE 206 | DALLAS | TX | 75231 | NONE | PC | SEXUAL AND REPODUCTIVE EDUCATION | $5,000 | |
| SAIS - THE NEXT GENERATION | ||||||||
| 5901 PEACHTREE DUNWOODY RD NE SUITE | ATLANTA | GA | 30328 | NONE | PC | SUPPORT FOR FUTURE GENERATIONS | $200,000 | B200 |
| SALESMANSHIP CLUB CHARITABLE GOLF OF DALLAS INC | ||||||||
| 106 E TENTH STREET | DALLAS | TX | 75203 | NONE | PC | HELP AT-RISK CHILDREN LIVING IN POVERTY | $10,000 | |
| SENIOR CITIZENS OF GREATER DALLAS INC | ||||||||
| 3910 HARRY HINES BOULEVARD | DALLAS | TX | 75219 | NONE | PC | IMPROVE THE QUALITY OF LIFE FOR SENIOR CITIZENS | $25,250 | |
| SMITHSONIAN | ||||||||
| 1000 JEFFERSON DR SW | WASHINGTON | DC | 20017 | NONE | PC | PROMOTE EDUCATION AND THE ARTS | $100,000 | |
| ST JUDES CHILDRENS HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | SUPPORT RESEARCH FOR CHILDHOOD CANCERS | $5,000 | |
| STATE FAIR OF TEXAS YOUTH MARKET LIVESTOCK | ||||||||
| PO BOX 150009 | DALLAS | TX | 75315 | NONE | PC | LIVESTOCK DONATION | $5,000 | |
| TEMPLE EMANU-EL | ||||||||
| 8500 HILLCREST ROAD | DALLAS | TX | 75225 | NONE | PC | SUPPORT REFORM IN JEWISH COMMUNITY | $210,000 | |
| THE DALLAS FOUNDATION | ||||||||
| 3963 MAPLE AVENUE | DALLAS | TX | 75219 | NONE | PC | SUPPORT COMMUNITIES FOUNDATION | $55,000 | |
| THE KENNEDY CENTER | ||||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| THE RISE SCHOOL | ||||||||
| 5923 ROYAL LANCE | DALLAS | TX | 75230 | NONE | PC | SUPPORT EDUCATION OF CHILDREN WITH SPECIAL NEEDS | $10,000 | |
| THE SANTA FE OPERA | ||||||||
| PO BOX 2408 | SANTA FE | NM | 875042408 | NONE | PC | SUPPORT FOR THE ARTS | $10,000 | |
| TROSA | ||||||||
| 1820 JAMES STREET | DURHAM | NC | 27707 | NONE | PC | RESIDENTIAL ASSISTANCE FOR SUBSTANCE ABUSERS RECOVERY | $100,000 | |
| UT SOUTHWESTERN FOUNDATION | ||||||||
| PO BOX 910888 | DALLAS | TX | 75391 | NONE | PC | SUPPORT MEDICAL RESEARCH | $200,000 | |
| VICKERY MEADOW LEARNING CENTER | ||||||||
| 6329 RIDGECREST | DALLAS | TX | 75231 | NONE | PC | EARLY CHILDHOOD EDUCATION | $65,000 | |
| VILLANOVA UNIVERSITY LAW SCHOOL | ||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PC | LAW ANNUAL FUND | $200,000 | |
| VOGEL ALCOVE | ||||||||
| 7557 RAMBLER ROAD SUITE 262 | DALLAS | TX | 75231 | NONE | PC | AMBASSADORS OF HOPE | $75,606 | |
| WILKINSON CENTER | ||||||||
| 4144 N CENTRAL EXPRESSWAY | DALLAS | TX | 75204 | NONE | PC | ASSIST THOSE IN POVERTY | $40,000 | |
| COMMIT | ||||||||
| 3936 MAPLE AVENUE SUITE 290 | DALLAS | TX | 75219 | NONE | PC | PROMOTE STUDENT ACHIEVEMENT | $50,000 | |
| EAST DALLAS COMMUNITY SCHOOLS | ||||||||
| 924 WAYNE STREET | DALLAS | TX | 752231675 | NONE | PC | PROMOTE STUDENT ACHIEVEMENT | $20,000 | |
| FAMILY GATEWAY | ||||||||
| 3000 SAN JACINTO | DALLAS | TX | 752045743 | NONE | PC | HOUSING FOR HOMELESS | $20,000 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 777 N WALNUT CREEK DR | MANSFIELD | TX | 760633221 | NONE | PC | GENERAL SUPPORT | $500 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| PO BOX 830877 | RICHARDSON | TX | 75083 | NONE | PC | HANDBELL CHOIR | $1,000 | |
| FREEDOM OF INFORMATION FOUNDATION | ||||||||
| 3001 N LAMAR BLVD SUITE 302 | AUSTIN | TX | 78705 | NONE | PC | PROMOTE OPEN GOVERNMENT | $5,000 | |
| HELPING HANDS MINISTRIES | ||||||||
| PO BOX 337 | TALLULAH FALLS | GA | 30573 | NONE | PC | SUPPORT THE UNDERPRIVELEGED | $10,000 | |
| IMMUNE DEFICIENCY FOUNDATION | ||||||||
| 40 WEST CHESAPEAKE AVE SUITE 308 | TOWSON | MD | 21204 | NONE | PC | PROMOTE MEDICAL RESEARCH | $1,000 | |
| MUSKOGEE LITTLE THEATER | ||||||||
| PO BOX 964 | MUSKOGEE | OK | 74402 | NONE | PC | NEW PERFORMING ARTS CENTER | $1,000 | |
| PRESBYTERIAN COMMUNITIES AND SERVICES FOUNDATION | ||||||||
| 6100 COLWELL BLVD SUITE 225 | IRVING | TX | 75039 | NONE | PC | SUPPORT FOR HOSPICE AND PALLIATIVE CARE CENTER | $100,000 | |
| SAMMONS CENTER FOR THE ARTS | ||||||||
| 3630 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ST MARKS SCHOOL OF TEXAS | ||||||||
| 10600 PRESTON RD | DALLAS | TX | 752304047 | NONE | PC | EDUCATIONAL | $100,000 | |
| UNIVERSITY OF TEXAS AT DALLAS | ||||||||
| 800 W CAMPBELL RD AD 13 | RICHARDSON | TX | 750803021 | NONE | PC | EDUCATIONAL | $10,000 | |
| ROMANIAN CHILDRENS FUND | ||||||||
| 73 BENSON AVE | WESTWOOD | NJ | 07675 | NONE | PC | PROTECT CHILDREN IN NEED | $25,000 | |
| LIFT | ||||||||
| 1610 S MALCOLM X BLVD SUITE 320 | DALLAS | TX | 75226 | PC | PROMOTE LITERACY | $210,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,446,906 | 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 | $279 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,123,842 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,841 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,244,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,398,925 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,398,925 | 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 FEES | CategoryTxt |
| Amt | $10,005 | Amt |
| Net Investment Income | $10,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ORDINARY GAIN ON HPC | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2014-11 | SoldDt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $89,310 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DONOR ADVISED FUND | IdentifierTxt |
| Form And Line Reference | FORM 990 PF PART VII-A QUESTION 12 | FormAndLineReferenceDesc |
| Medium Explanation | DURING 2014, THE HIRSCH FAMILY FOUNDATION MADE A $50,000 DISTRIBUTION TO THE LAURENCE E. HIRSCH ADVISED FUND ADMINISTERED BY THE DALLAS FOUNDATION. THE HIRSCH FAMILY FOUNDATION HAS TREATED THIS DISTRIBUTION AS A QUALIFYING DISTRIBUTION. THE FUNDS DISTRIBUTED TO THE LAURENCE E. HIRSCH ADVISED FUND WERE, IN TURN, DISTRIBUTED TO THE DALLAS FOUNDATION FOR USE IN SUPPORT OF EDUCATIONAL PURPOSES CONSISTENT WITH THE DEFINITION OF "CHARITABLE CONTRIBUTION" IN SECTION 170(C)(2)(B) OF THE INTERNAL REVENUE CODE. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $25,297,166 | EOYBookValueAmt |
| EOYFMV | $29,761,076 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,066 | LegalFeesAmt |
| Net Investment Income | $14,066 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISOR FEES | $215,248 | $215,248 | $0 | $0 |
| BANK AND ADMIN FEE | $160 | $160 | $0 | $0 |
| DALRYMPLE GLOBAL K-1 EXP | $1,153 | $1,153 | $0 | $0 |
| CHAMBERS ENERGY CAP K-1 EXP | $43,261 | $43,261 | $0 | $0 |
| CONFERENCE AND SEMINARS | $475 | $475 | $0 | $0 |
| HPC HOLDINGS ORDINARY LOSS | $5,637 | $5,637 | $0 | $0 |
| HPC TRIM ORDINARY LOSS | $40,264 | $40,264 | $0 | $0 |
| MHC MUTUAL CONVERSION FUND | $13,069 | $13,069 | $0 | $0 |
| CHAMBERS ENERGY CAP K-1 EXP DEPLETION | $716 | $716 | $0 | $0 |
| CHAMBERS ENERGY CAP K-1 EXP N/D EXP | $153 | $0 | $0 | $0 |
| HPC HOLDINGS N/D EXP | $42 | $0 | $0 | $0 |
| HP TRIM N/D EXP | $416 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME FROM CHAMBERS ENERGY | $4,583 | $4,583 | $0 |
| ORDINARY LOSS FROM DALRYMPLE K-1 | -$53 | -$53 | $0 |
| OTHER INCOME ROYALTY (PERMIAN) | $18,362 | $18,362 | $0 |
| OTHER MISC INCOME CHAMBERS ENERGY | $801 | $801 | $0 |
| OTHER INCOME DALRYMPLE | $6,148 | $6,148 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD CORRECTION | Desc |
| Amt | $269,271 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEE | $1,802,212 | $1,802,212 | $0 | $0 |
| MANAGEMENT FEE | $288,257 | $288,257 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FIT - 2013 | $141,331 | $0 | $0 | $0 |
| FOREIGN TAXES | $1,933 | $1,933 | $0 | $0 |
| SEVERANCE TAXES | $299 | $299 | $0 | $0 |