BYRNE FAMILY FOUNDATION TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BYRNE FAMILY FOUNDATION TRUST (EIN 83-0768784)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349105001
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:43:28-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900525804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVILLE CPAS AND ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET SUITE 1900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830768784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYRNE FAMILY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BYRN | BusinessNameControlTxt |
| Phone | 2149229727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL ST STE 1900 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER BYRNE KOOPMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2149229727 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY LEAR CPA | PreparerPersonNm |
| PTIN | P01612456 | PTIN |
| Phone | 2149229727 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,218,112 | 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 | $3,990,098 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,318,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,318,726 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,731,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,741,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,731,299 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,040,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,050,025 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,531 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $47,531 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,340 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,812 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,812 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $89,869 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,233 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,636 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,779 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,779 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $247,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,946 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,497,477 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,497,477 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,744,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,566,423 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,295,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,938,640 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,032,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $477,877 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $477,877 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $43,177 | AcctRcvblAmt |
| Acct Rcvbl BOY | $21,257 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $43,177 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $43,177 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $35,923,255 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,754,060 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,697,058 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $36,977,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,275,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,218,112 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $15,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $15 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,015 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,015 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $36,962,463 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,260,099 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,962,463 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,260,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,977,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,275,114 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,962,463 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,295,315 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,321 | OtherIncreasesAmt |
| Subtotal | $43,260,099 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,260,099 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY #0425 (SEE ATTACHED) | $190,041 | $187,813 | $2,228 | $2,228 | |
| FIDELITY #0425 (SEE ATTACHED) | $28,618 | $28,290 | $328 | $328 | |
| FIDELITY #0425 (SEE ATTACHED) | $334,450 | $373,254 | -$38,804 | -$38,804 | |
| FIDELITY #0425 (SEE ATTACHED) | $58,667 | $64,459 | -$5,792 | -$5,792 | |
| FIDELITY #0427 (SEE ATTACHED) | $443,709 | $431,377 | $12,332 | $12,332 | |
| FIDELITY #0427 (SEE ATTACHED) | $107,212 | $102,629 | $4,583 | $4,583 | |
| FIDELITY #3286 (SEE ATTACHED) | $1,359,772 | $1,367,568 | -$7,796 | -$7,796 | |
| FIDELITY #3286 (SEE ATTACHED) | $11,870,001 | $9,978,944 | $1,891,057 | $1,891,057 | |
| FIDELITY #3286 (SEE ATTACHED) | $3,975,381 | $2,475,768 | $1,499,613 | $1,499,613 | |
| CAPITAL GAINS DIVIDENDS | $373,550 | $373,550 | $373,550 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,731,299 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $68,647 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68,647 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68,647 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,047 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $65,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $108,047 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,400 | OverpaymentAmt |
| Applied To ES Tax | $39,400 | 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 | 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 | Yes (1) | 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 | SAVILLE DODGEN CO | IndividualWithBooksNm |
| Phone | 2149229727 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 NORTH PEARL STREET STE 1900 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| J TIMOTHY BYRNE | ||||||||
| 700 N PEARL ST STE 1900 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MELANIE BYRNE | ||||||||
| 700 N PEARL ST STE 1900 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JORDAN BYRNE BRAINERD | ||||||||
| 700 N PEARL ST STE 1900 | DALLAS | TX | 75201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HEATHER BYRNE KOOPMAN | ||||||||
| 700 N PEARL ST STE 1900 | DALLAS | TX | 75201 | TRUSTEE | 20.00 | $47,531 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,864,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $435,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,299,716 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,299,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $604,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,695,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,984,761 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,984,761 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68,647 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68,647 | TotalTaxAmt |
| Distributable Before Adj | $1,916,114 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,916,114 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,916,114 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,566,423 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,566,423 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,916,114 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $393,734 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $494,751 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $888,485 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,566,423 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,916,114 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $650,309 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,538,794 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,538,794 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $393,734 | ExcessFromYear2Amt |
| Excess From Year1 | $494,751 | ExcessFromYear1Amt |
| Excess From Current Year | $650,309 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J TIMOTHY BYRNE | ContributingManagerNm |
| Contributing Manager | MELANIE BYRNE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A VOICE FOR ALL PAWS | ||||||
| 8034 FOREST TRAIL | DALLAS | TX | 75238 | 501(C)(3) | ANIMALS | $7,000 |
| AFTER-SCHOOL ALL-STARS NORTH TEXAS | ||||||
| 2902 SWISS AVE | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $6,750 |
| AUSTIN STREET SHELTER | ||||||
| 1717 JEFFRIES ST | DALLAS | TX | 75226 | 501(C)(3) | POVERTY | $5,000 |
| BACHMAN LAKE TOGETHER | ||||||
| 9507 OVERLAKE DR | DALLAS | TX | 75220 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $64,000 |
| CAFE MOMENTUM | ||||||
| 1510 PACFIFIC AVE | DALLAS | TX | 75201 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $60,000 |
| CANINE COMPANIONS | ||||||
| 2965 DUTTON AVENUE PO BOX 446 | SANTA ROSA | CA | 95402 | 501(C)(3) | ANIMALS | $50,000 |
| CHILD POVERTY ACTION LAB | ||||||
| 1808 S GOOD LATIMER EXPY SUITE 102 | DALLAS | TX | 75226 | 501(C)(3) | POVERTY | $70,000 |
| CHILDCARE GROUP | ||||||
| 1420 W MOCKINGBIRD LN SUITE 300 | DALLAS | TX | 75247 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 |
| COMMIT2DALLAS | ||||||
| 3000 PEGASUS PARK DR STE 900 | DALLAS | TX | 75247 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $200,000 |
| CROHN'S AND COLITIS FOUNDATION | ||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | 501(C)(3) | HEALTH | $2,000 |
| CROSSROADS COMMUNITY SERVICES | ||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75236 | 501(C)(3) | POVERTY | $5,000 |
| CYSTINOSIS RESEARCH FOUNDATION | ||||||
| 19200 VON KARMAN AVE SUITE 920 | IRVINE | CA | 92612 | 501(C)(3) | HEALTH | $5,000 |
| DALLAS AFTERSCHOOL | ||||||
| 3900 WILLOW ST SUITE 110 | DALLAS | TX | 75226 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 |
| DALLAS CHILDREN'S ADVOCACY CENTER | ||||||
| 5351 SAMUELL BOULEVARD | DALLAS | TX | 75228 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 |
| DALLAS COMMUNITY LIGHTHOUSE KIDS-UNIVERSITY | ||||||
| 8515 GREENVILLE AVE STE N214 | DALLAS | TX | 75243 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $7,807 |
| DALLAS EDUCATION FOUNDATION | ||||||
| 3700 ROSS AVE | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $35,000 |
| FETCH CARES | ||||||
| 3600 W ST RT 248 | KAMAS | UT | 84036 | 501(C)(3) | ANIMALS | $2,500 |
| FIRST UNITARIAN CHURCH OF DALLAS | ||||||
| 4015 NORMANDY AVE | DALLAS | TX | 75205 | 501(C)(3) | FAMILY SERVICES | $2,500 |
| FOR OAK CLIFF | ||||||
| 4478 S MARSALIS AVE | DALLAS | TX | 75216 | 501(C)(3) | POVERTY | $79,000 |
| FRIENDS OF DALLAS ANIMAL SERVICES | ||||||
| 2911 TURTLE CREEK BLVD STE 300 | DALLAS | TX | 75219 | 501(C)(3) | ANIMALS | $8,000 |
| GEMS CAMP | ||||||
| 1408 N RIVERFRONT BLVD NO 249 | DALLAS | TX | 75207 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $30,000 |
| GFWC PARK CITY ATHENAEUM CLUB | ||||||
| PO BOX 683601 | PARK CITY | UT | 84068 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $2,000 |
| GREENHILL SCHOOL | ||||||
| 4141 SPRING VALLEY RD | ADDISION | TX | 75001 | 501(C)(3) | EDUCATION | $5,000 |
| HOLY CROSS MINISTRIES | ||||||
| 860 EAST 4500 SOUTH SUITE 204 | SALT LAKE CITY | UT | 84107 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 |
| ILOOKLIKELOVE INC | ||||||
| 2711 S ERVAY ST 102 | DALLAS | TX | 75215 | 501(C)(3) | FAMILY SERVICES | $30,000 |
| KID NET FOUNDATION | ||||||
| 6065 DUCK CREEK DR | GARLAND | TX | 75043 | 501(C)(3) | YOUTH DEVELOPMENT | $8,960 |
| LAMPLIGHTER SCHOOL | ||||||
| 11611 INWOOD RD | DALLAS | TX | 75229 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $7,500 |
| LITTLE P PROJECT | ||||||
| 5024 CHARLAIS LN | PARK CITY | UT | 84098 | 501(C)(3) | HEALTH | $15,000 |
| LUMIN EDUCATION | ||||||
| 924 WAYNE ST | DALLAS | TX | 75223 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,480 |
| NEW HOPE EQUINE ASSISTED THERAPY | ||||||
| 6151 FM 1830 | ARGYLE | TX | 76226 | 501(C)(3) | HEALTH | $4,000 |
| OPERATION KINDNESS | ||||||
| 3201 EARHART DRIVE | CARROLLTON | TX | 75006 | 501(C)(3) | ANIMALS | $82,000 |
| PARK CITY COMMUNITY FOUNDATION | ||||||
| 1918 PROSPECTOR AVE | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 |
| PARK CITY EDUCATION FOUNDATION | ||||||
| 1821 SIDEWINDER DR 4 | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $84,000 |
| PARK CITY SCHOOLS MOUNTAIN BIKE TEAM | ||||||
| 6300 SAGEWOOD DRIVE STE H622 | PARK CITY | UT | 84098 | 501(C)(3) | YOUTH DEVELOPMENT | $10,000 |
| PARK CITY TOTS INC | ||||||
| 1850 SIDEWINDER DR STE 410 | PARK CITY | UT | 84060 | 501(C)(3) | FAMILY SERVICES | $56,500 |
| PASOS FOR OAK CLIFF | ||||||
| 2915 S POLK ST | DALLAS | TX | 75224 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $3,000 |
| PROJECT TRANSFORMATION NORTH TEXAS | ||||||
| 4024 CARUTH BLVD | DALLAS | TX | 75225 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $4,000 |
| SADDLE OF LOVE | ||||||
| 8845 SILVER CREEK ROAD | PARK CITY | UT | 84098 | 501(C)(3) | HEALTH | $5,000 |
| SCHOLARSHOT | ||||||
| 2904 SWISS AVENUE | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $45,000 |
| SENIOR PET ASSISTANCE NETWORK | ||||||
| PO BOX 821173 | DALLAS | TX | 75382 | 501(C)(3) | ANIMALS | $15,000 |
| SOS OUTREACH | ||||||
| 450 MILLER RANCH RD | EDWARDS | CO | 81632 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $40,000 |
| SPAY NEUTER NETWORK | ||||||
| 3117 E SEMINARY DR | FORT WORTH | TX | 76119 | 501(C)(3) | ANIMALS | $58,000 |
| SPCA OF TX | ||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | 501(C)(3) | ANIMALS | $5,000 |
| SUMMIT COMMUNITY GARDENSEATS | ||||||
| 4056 SHADOW MOUNTAIN DR | PARK CITY | UT | 84098 | 501(C)(3) | PRESERVATION | $11,000 |
| SUSTAINED LEADERS | ||||||
| 10533 VERNA TRL W | FORT WORTH | TX | 76108 | 501(C)(3) | EDUCATION | $25,000 |
| TR HOOVER COMMUNITY DEVELOPMENT CORPORATION INC | ||||||
| 5106 BEXAR ST | DALLAS | TX | 75215 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $4,500 |
| T3 PARTNERSHIP | ||||||
| 777 TAYLOR STREET SUITE 900 | FORT WORTH | TX | 76102 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $65,000 |
| TEACH FOR AMERICA - DALLAS-FORT WORTH | ||||||
| 600 N PEARL ST STE 2300 | DALLAS | TX | 75201 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 |
| TEXAS 2036 | ||||||
| 3963 MAPLE AVE STE 290 | DALLAS | TX | 752193209 | 501(C)(3) | PUBLIC POLICY | $50,000 |
| TEXAS BENGAL AND EXOTIC CAT RESCUE | ||||||
| 621 WEST GRENOBLE DRIVE | GRAND PRARIE | TX | 75052 | 501(C)(3) | ANIMALS | $2,000 |
| THE EGYPTIAN THEATRE | ||||||
| 135 N SECOND STREET | DEKALB | IL | 60115 | 501(C)(3) | PRESERVATION | $1,000 |
| TREASURE MOUNTAIN JUNIOR HIGH (TMJH) PTA | ||||||
| 2530 KEARNS BLVD | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $1,000 |
| TRINITY PARK CONSERVANCY | ||||||
| 1444 OAK LAWN AVE SUITE 200 | DALLAS | TX | 75207 | 501(C)(3) | DISASTER RELIEF, ENVIRONMENT | $100,000 |
| UNION GOSPEL MISSION | ||||||
| 3211 IRVING BLVD | DALLAS | TX | 75247 | 501(C)(3) | POVERTY | $8,000 |
| UNITED TO LEARN | ||||||
| 5310 HARVEST HILL ROAD STE 190 | DALLAS | TX | 75230 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $74,000 |
| UNT DALLAS | ||||||
| 7400 UNIVERSITY HILLS BLVD | DALLAS | TX | 75241 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 |
| UPCHIEVE | ||||||
| 150 COURT ST SUITE 2 | BROOKLYN | NY | 11201 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 |
| URBAN TEACHERS DFW | ||||||
| 1800 WASHINGTON BLVD SUITE 411 | BALTIMORE | MD | 21230 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $50,000 |
| THE VISITING NURSE ASSOCIATION OF TEXAS | ||||||
| 1600 VICEROY DR STE 400 | DALLAS | TX | 75235 | 501(C)(3) | FAMILY SERVICES | $46,000 |
| WEILENMANN SCHOOL OF DISCOVERY | ||||||
| 4199 KILBY RD | PARK CITY | UT | 84098 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 |
| WESLEY-RANKIN COMMUNITY CENTER | ||||||
| 3100 CROSSMAN AVE | DALLAS | TX | 75212 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $60,000 |
| WHITE ROCK CENTER OF HOPE | ||||||
| 10021 GARLAND RD | DALLAS | TX | 75218 | 501(C)(3) | POVERTY | $8,000 |
| YOUNG WOMEN'S PREPARATORY NETWORK | ||||||
| 1722 ROUTH STREET SUITE 720 | DALLAS | TX | 75201 | 501(C)(3) | FAMILY SERVICES | $75,000 |
| YOUTH SPORTS ALLIANCE (PARK CITY) | ||||||
| 1750 SUNPEAK DR | PARK CITY | UT | 84068 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $2,500 |
| SUGAR FACE FOUNDATION | ||||||
| 7315 PINEBROOK RD | PARK CITY | UT | 84098 | 501(C)(3) | ANIMALS | $7,500 |
| DALLAS COMMUNITY FELLOWSHIP INC | ||||||
| 5014 BONNIE VIEW RD | DALLAS | TX | 75241 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,000 |
| NUZZLES & CO PET RESCUE AND ADOPTION | ||||||
| 6466 N HIGH VIEW RD | PEOA | UT | 84061 | 501(C)(3) | ANIMALS | $3,500 |
| AFTER-SCHOOL OPPORTUNITY LAB | ||||||
| PO BOX 132741 | DALLAS | TX | 75313 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $5,300 |
| HEARTS & BONES RESCUE | ||||||
| 5706 E MOCKINGBIRD LN 115-52 | DALLAS | TX | 75206 | 501(C)(3) | ANIMALS | $53,000 |
| THE STUDIO SCHOOL OF MUSIC | ||||||
| 1909 N GLENVILLE 100 | RICHARDSON | TX | 75081 | 501(C)(3) | EDUCATION | $4,000 |
| THE COMMIT PARTNERSHIP | ||||||
| 3000 PEGASUS PARK DR SUITE 900 | DALLAS | TX | 75247 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $150,000 |
| KOOL KATS FELINE RESCUE INC | ||||||
| PO BOX 211524 | BEDFORD | TX | 76095 | 501(C)(3) | ANIMALS | $10,000 |
| EDUCATION PIONEERS INC | ||||||
| 68 HARRISON AVE STE 605 PMB 14991 | BOSTON | MA | 02111 | 501(C)(3) | EDUCATION | $30,000 |
| CATCH UP & READ | ||||||
| 12222 MERIT DR STE 110 | DALLAS | TX | 75251 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $30,000 |
| PEROT MUSEUM OF NATURE AND SCIENCE | ||||||
| 2201 N FIELD ST | DALLAS | TX | 75201 | 501(C)(3) | EDUCATION | $50,000 |
| COMMUNITY FOR CHILDREN'S JUSTICE | ||||||
| PO BOX 683564 | PARK CITY | UT | 84608 | 501(C)(3) | YOUTH DEVELOPMENT | $5,000 |
| DALLAS BETHLEHEM CENTER INC | ||||||
| 4410 LELAND AVE | DALLAS | TX | 75215 | 501(C)(3) | EDUCATION | $3,880 |
| PARK CITY SOCCER CLUB | ||||||
| 6443 N BUSINESS PARK LOOP RD STE K | PARK CITY | UT | 84098 | 501(C)(3) | YOUTH DEVELOPMENT | $4,750 |
| THE WRITER'S GARRET | ||||||
| 215 S TYLER ST | DALLAS | TX | 75208 | 501(C)(3) | EDUCATION | $3,300 |
| LUCKY PROJECT | ||||||
| PO BOX 681745 | PARK CITY | UT | 84068 | 501(C)(3) | HEALTH | $8,000 |
| STARS UNITED GLOBAL OUTREACH | ||||||
| PO BOX 542213 | GRAND PRAIRIE | TX | 75054 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $2,000 |
| MAZIES MISSION | ||||||
| 2501 E HEBRON PKWY STE 200 | CARROLLTON | TX | 75010 | 501(C)(3) | ANIMALS | $7,500 |
| DALLAS LEADERSHIP FOUNDATION | ||||||
| 3101 GREENWOOD | DALLAS | TX | 75204 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $10,000 |
| BOLD IDEA INC | ||||||
| PO BOX 140904 | DALLAS | TX | 75214 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $2,000 |
| KIDWORKS COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 1902 W CHESTNUT AVENUE | SANTA ANA | CA | 92703 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $10,000 |
| PARK CITY HIGH SCHOOL PARENT TEACHER STUDENT ORGANIZATION | ||||||
| 1750 KEARNS BLVD | PARK CITY | UT | 84060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $1,500 |
| MOUNTAIN TRAILS FOUNDATION | ||||||
| 1665 BONANZA DR | PARK CITY | UT | 84060 | 501(C)(3) | PRESERVATION | $7,500 |
| FOREST FORWARD | ||||||
| 1808 S GOOD LATIMER EXPY STE 200 | DALLAS | TX | 75226 | 501(C)(3) | YOUTH DEVELOPMENT | $3,000 |
| LIFE SCHOOL OAK CLIFF | ||||||
| 4400 S R L THORNTON FWY | DALLAS | TX | 75224 | 501(C)(3) | EDUCATION | $5,800 |
| YOUNG LEADERS STRONG CITY | ||||||
| 2803 TAYLOR ST | DALLAS | TX | 75226 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $7,500 |
| PEACE HOUSE | ||||||
| 700 ROUND VALLEY DR 115 | PARK CITY | UT | 84060 | 501(C)(3) | HEALTH | $4,700 |
| COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA | ||||||
| 4 VANDERBILT PARK DR STE 300 | ASHEVILLE | NC | 28803 | 501(C)(3) | DIASTER RELIEF | $5,000 |
| EDUCATION IS FREEDOM | ||||||
| 3000 PEGASUS PARK DR STE 704 | DALLAS | TX | 75247 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $25,000 |
| FRIENDS OF CHILDREN | ||||||
| 241 KING ST STE 227 | NORTHAMPTON | MA | 01060 | 501(C)(3) | EDUCATION/YOUTH DEVELOPMENT | $2,500 |
| WOODROW WILSON HIGH SCHOOL | ||||||
| PO BOX 140062 | DALLAS | TX | 75214 | 501(C)(3) | EDUCATION | $5,000 |
| GRANTMAKERS FOR EDUCATION | ||||||
| 400 SE 103RD DR | PORTLAND | OR | 97216 | 501(C)(3) | EDUCATION | $1,250 |
| NATIONAL CENTER FOR MANUFACTURERS TRADERS TRUST | ||||||
| 3025 BOARDWALK ST | ANN ARBOR | MI | 48108 | 501(C)(3) | YOUTH DEVELOPMENT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,497,477 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,318,726 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,731,299 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,050,025 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,050,025 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| J TIMOTHY BYRNE | |||||||
| 1 | 2000 MCKINNEY AVENUE SUITE 1000 | DALLAS | TX | 75201 | $2,499,686 | Yes (X) | |
| BYRNE CHARITABLE LEAD ANNUITY TR | |||||||
| 2 | 700 N PEARL STREET SUITE 1900 | DALLAS | TX | 75201 | $1,490,412 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $4,160,685 | FairMarketValueAmt |
| Received | 2024-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,340 | Amt |
| Net Investment Income | $18,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RGT #3286 | $39,082,095 | $40,650,810 |
| RGT #0427 | $3,671,965 | $4,046,248 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL FEES | $5,476 | $0 | $5,476 |
| MISCELLANEOUS EXPENSES | $12,303 | $0 | $12,303 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $2,321 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID INCOME | Desc |
| BOY Book Value | $15 | BOYBookValueAmt |
| EOY Book Value | $15 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $26,179 | $26,179 | $0 |
| CONTRACT LABOR | $47,633 | $47,633 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BYRNE 2020 CHARITABLE LEAD ANNUITY TR | |||
| 700 N PEARL STREET STE 1900 | DALLAS | TX | 75201 |
| J TIMOTHY BYRNE | |||
| 700 N PEARL STREET STE 1900 | DALLAS | TX | 75201 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $67,000 | $0 | $0 |
| FOREIGN TAXES PAID | $19,233 | $19,233 | $0 |
| PAYROLL TAXES | $3,636 | $0 | $3,636 |