HALBERT HARMON FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HALBERT HARMON FOUNDATION INC (EIN 20-0214688)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201413179349101091
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T15:41:40-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Halbert Harmon Foundation | InCareOfNm |
| Business Name Control | HALB | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Main Street | AddressLine1 |
| Address Line2 | Suite 200 | AddressLine2 |
| City | Colleyville | City |
| State | TX | State |
| ZIP Code | 76034 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christopher Harmon | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 8175147411 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8175147411 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,907,025 | 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 | $338,128 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,942 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,942 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,179 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,578 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $745,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,578 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $482,827 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,699 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $63 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $63 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,130 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,500 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $41 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $41 | OccupancyDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,234 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,604 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $418,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,569 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87,843 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,344,538 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,387,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,387,217 | 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 | $1,130,566 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,594,323 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,519,808 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,562,947 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,981,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,907,025 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,562,947 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,981,540 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,562,947 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,981,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,562,947 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,981,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,562,947 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $418,593 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,981,540 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,981,540 | 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 | $745,145 | GrossSalesPriceAmt |
| Cost Or Other Basis | $622,567 | CostOrOtherBasisAmt |
| Gain Or Loss | $122,578 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $122,578 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,578 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,382 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,667,978 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020008 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,607 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,286,005 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0252 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,263 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,456,344 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018427 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,276,576 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049856 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $298,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,568,506 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.116215 | DistributionYr5Rt |
| Total Distribution | 0.229706 | TotalDistributionRt |
| Average Distribution | 0.045941 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,286,889 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $196,944 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,266 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $198,210 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,604 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,531 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,531 | SubtotalAmt |
| Tax Based On Investment Income | $2,531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,810 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,810 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,279 | OverpaymentAmt |
| Applied To ES Tax | $2,600 | AppliedToESTaxAmt |
| Refund | $679 | RefundAmt |
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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8175147411 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Main Street Suite 200 | AddressLine1 |
| City | Colleyville | City |
| State | TX | State |
| ZIP Code | 76034 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| david s halbert | ||||||
| 55 Main Street ste 200 | Colleyville | TX | 76034 | dir/pres | 0.0 | $0 |
| jon mark harmon | ||||||
| 55 Main Street ste 200 | Colleyville | TX | 76034 | dir/vp | 0.0 | $0 |
| christopher robert harmon | ||||||
| 55 Main Street ste 200 | Colleyville | TX | 76034 | dir/sec | 0.0 | $0 |
| belinda jo harmon | ||||||
| 55 main street ste 200 | Colleyville | TX | 76034 | dir/vp | 0.0 | $0 |
| robert g harmon | ||||||
| 55 Main Street ste 200 | Colleyville | TX | 76034 | dir/vp | 0.0 | $0 |
| david todd harmon | ||||||
| 55 Main Street ste 200 | Colleyville | TX | 76034 | dir | 0.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,930,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,421,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,352,172 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,352,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,286,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $214,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,531 | TotalTaxAmt |
| Distributable Before Adj | $211,813 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $211,813 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $211,813 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,604 | 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 | $38,604 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $38,604 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $211,813 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $170,702 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $113,500 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $284,202 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,604 | QualifyingDistributionsAmt |
| Applied To Current Year | $38,604 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $173,209 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $173,209 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $110,993 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $110,993 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $110,993 | ExcessFromYear4Amt |
| 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| ACU BOX 29115 | ABILENE | TX | 79699 | N/A | PC | General & Unrestricted | $15,000 |
| ETERNAL THREADS INC | |||||||
| PO BOX 3637 | ABILENE | TX | 79604 | N/A | PC | General & Unrestricted | $3,000 |
| FORTRESS YOUTH DEVELOPMENT CENTER INC | |||||||
| PO BOX 422 | FORT WORTH | TX | 76101 | N/A | PC | General & Unrestricted | $7,800 |
| HARMONY PROJECT INTERNATIONAL | |||||||
| 6300 NE LOOP 820 | FORT WORTH | TX | 76180 | N/A | PC | LivingStone University Partners Fund | $6,000 |
| MISSIONS RESOURCE NETWORK | |||||||
| 1903 CENTRAL DR STE 410 | BEDFORD | TX | 76021 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,942 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,179 | 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 | $122,578 | 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 | $144,699 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,699 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DSH 2004 CLAT | |||||||
| 1 | 6655 N MacArthur BLVd | Irving | TX | 75039 | $276,433 | Yes (X) | |
| Harmon Robert | |||||||
| 2 | 55 Main Street Suite 200 | Colleyville | TX | 76034 | $61,695 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | CVS CAREMARK CORP. CVS, 1000 sh. | NoncashPropertyDesc |
| Fair Market Value | $61,695 | FairMarketValueAmt |
| Received | 2013-07-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,200 | Amt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADT LTD. | $3,214 | $3,804 |
| AMC NETWORKS INC | $2,449 | $15,802 |
| AMER INTERNATIONAL GROUP INC | $24,785 | $29,150 |
| ANADARKO PETROLEUM CORP | $31,600 | $57,904 |
| ARCHER DANIELS MDLND | $22,322 | $31,639 |
| AUTODESK, INC. | $25,140 | $42,218 |
| BIOGEN IDEC INC | $35,134 | $146,495 |
| BROADCOM CORPORATION | $64,307 | $58,737 |
| CABLEVISION SYSTEMS CORP CL A | $28,147 | $39,159 |
| CELGENE CORP | $23,620 | $34,639 |
| CHICAGO BRIDGE & IRON | $26,706 | $38,411 |
| CIT GROUP INC | $15,849 | $16,629 |
| CITRIX SYSTEMS INC | $15,081 | $16,002 |
| CME GROUP, INC | $7,300 | $7,689 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $23,908 | $29,284 |
| COMCAST CORP | $46,862 | $117,517 |
| COVIDIEN LTD | $7,422 | $12,803 |
| CREE, INC. | $27,121 | $56,706 |
| CVS CAREMARK CORP. | $61,695 | $71,570 |
| DIRECTV GROUP | $10,611 | $37,983 |
| DISCOVER FINL SVCS COM | $23,297 | $42,354 |
| DOLBY LABORATORIES | $26,949 | $30,077 |
| EATON CORP PLC | $20,754 | $22,912 |
| EBAY INC. | $11,666 | $13,992 |
| ELI LILLY & CO | $19,669 | $21,981 |
| EOG RESOURCES INC | $19,232 | $26,854 |
| FACEBOOK INC | $16,869 | $30,495 |
| FANUC LIMITED UNSPONSORED | $10,014 | $11,424 |
| FLUOR CORP | $18,225 | $27,218 |
| FOREST LABORATORIES | $44,849 | $73,597 |
| FREEPORT-MCMORAN COPPER & GOLD | $5,644 | $15,096 |
| GNC CORP | $27,388 | $36,239 |
| HERTZ GLOBAL HOLDINGS INC | $12,939 | $30,509 |
| HOME DEPOT INC. | $28,140 | $37,712 |
| ICICI BK LTD ADS | $23,484 | $25,424 |
| IMMUNOGEN, INC | $11,950 | $12,514 |
| INCYTE CORPORATION | $9,290 | $12,556 |
| IPATH ETN CRUDE OIL | $12,402 | $11,213 |
| ISIS PHARMACEUTICALS, INC. | $11,222 | $15,657 |
| KANSAS CITY SOUTHERN | $21,427 | $24,271 |
| KINDER MORGAN MANAGEMENT LLC | $17,734 | $22,471 |
| L-3 COMMUNICATIONS CORP | $22,840 | $33,875 |
| LIBERTY INTERACTIVE CORP | $15,688 | $29,732 |
| LIBERTY MEDIA CORPORATION COM | $7,628 | $82,946 |
| LYONDELLBASELL INDUSTRIES NV | $23,934 | $33,156 |
| MICROCHIP TECHNOLOGY INC. | $20,402 | $26,403 |
| MORGAN STANLEY | $26,821 | $45,848 |
| NATL OILWELL VARCO | $11,350 | $21,314 |
| NOMURA HOLDINGS ADR | $30,238 | $28,228 |
| NUCOR CP | $12,848 | $16,014 |
| OCWEN FINL CORP | $20,241 | $28,390 |
| PALL CP | $21,534 | $67,170 |
| PENTAIR INC. | $1,773 | $3,495 |
| PFIZER INC. | $33,097 | $39,268 |
| PROTO LABS INC | $21,205 | $19,859 |
| RAYTHEON CO. | $21,148 | $26,484 |
| REGENERON PHARMACEUTICALS, INC | $18,412 | $25,597 |
| SANDISK CORP | $14,825 | $59,888 |
| SEAGATE TECHNOLOGY | $18,432 | $68,684 |
| STARZ | $877 | $16,579 |
| STRATASYS, INC. | $20,868 | $27,479 |
| TE CONNECTIVITY LTD | $50,076 | $54,338 |
| TIMKEN CO | $16,029 | $14,483 |
| TYCO INTERNATIONAL LTD. | $38,417 | $42,928 |
| UNITEDHEALTH GROUP INC. | $43,816 | $90,661 |
| VERTEX PHARMCTLS INC | $23,739 | $26,897 |
| VISA INC | $10,427 | $10,689 |
| WEATHERFORD INTL | $65,324 | $70,495 |
| WELLS FARGO & CO. | $23,058 | $30,100 |
| WESTPORT INNOVATIONS INC | $6,480 | $5,530 |
| WISDOMTREE JAPAN DIVIDEND FUND | $35,348 | $40,621 |
| WORKDAY INC | $21,031 | $23,950 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $63 | LegalFeesAmt |
| Disbursements Charitable Prps | $63 | DisbursementsCharitablePrpsAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANA NUTRITIVE AID PRODUCTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $1,000,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $18,130 | Amt |
| Net Investment Income | $18,130 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2013 | $3,000 |
| 990-PF Extension for 2012 | $4,500 |