CRAIG AND KATHRYN HALL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CRAIG AND KATHRYN HALL FOUNDATION (EIN 38-2275211)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-04-15
- IRS object ID
- 201421059349100137
- Schema version
- 2012v2.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-15T15:44:43-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382275211 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG AND KATHRYN HALL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CRAI | NameControl |
| Phone | 9723771100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 GAYLORD PKWY SUITE 100 | AddressLine1 |
| City | FRISCO | City |
| State | TX | State |
| ZIP Code | 75034 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIJETTA HALL WALLER | Name |
| Title | PRESIDENT/EXECUTIVE DIRECTOR | Title |
| Phone | 9723771100 | Phone |
| Date Signed | 2014-04-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2758039 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 6927 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6927 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 5 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6932 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6932 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 55000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 55000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4208 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 4208 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 22583 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 305 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 22278 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 81791 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 305 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 81486 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 545518 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 545518 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 627309 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 305 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 627004 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -620377 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6627 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 64962 | CashBOY |
| Cash EOY | 1075176 | CashEOY |
| Cash EOYFMV | 1075176 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 3266965 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1132346 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1132346 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 220 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 198 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 198 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 500000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 550319 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3332147 | TotalAssetsBOY |
| Total Assets EOY | 2707720 | TotalAssetsEOY |
| Total Assets EOYFMV | 2758039 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3332147 | RetainedEarningsBOY |
| Retained Earnings EOY | 2707720 | RetainedEarningsEOY |
| Total Net Assets BOY | 3332147 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2707720 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3332147 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2707720 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3332147 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -620377 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2711770 | Subtotal |
| Other Decreases | 4050 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2707720 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 502805 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3871830 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.129862 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 645814 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5240060 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.123246 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 515144 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8541884 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.060308 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 652250 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5399661 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.120795 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 628425 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6992051 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.089877 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.524088 | TotalDistributionRatio |
| Average Distribution Ratio | 0.104818 | AverageDistributionRatio |
| Net Noncharitable Assets | 3446462 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 361251 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 66 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 361317 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 627004 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 66 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 66 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 66 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 66 | TaxPaidWithExtension |
| Total Credits And Payments | 66 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD BRAUN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9723771100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 GAYLORD PKWY STE 100 | AddressLine1 |
| City | FRISCO | City |
| State | TX | State |
| ZIP Code | 75034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| BRIJETTA HALL WALLER | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | PRESIDENT/TRUSTEE | 25.00 | 55000 | 0 | 0 |
| DAVID H CAIN | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | SECRETARY/TRUSTEE | 1.00 | 0 | 0 | 0 |
| BRYAN TOLBERT | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | TREASURER/VICE PRES OF FIN | 1.00 | 0 | 0 | 0 |
| KATHRYN WALT HALL | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| CRAIG HALL | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| KRISTINA HAHSLER | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JENNIFER CAIN | ||||||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| MEADOWS COLLIER REED COUSINS CROUCH LLP | |||||
| 901 MAIN ST 3700 | DALLAS | TX | 75202 | LEGAL FEES | 13155 |
| HALL FINANICAL GROUP | |||||
| 6801 GAYLORD PKWY STE 100 | FRISCO | TX | 75034 | PAYROLL SERVICE FEE | 4208 |
| WINSTEAD PC | |||||
| 1201 ELM ST 5400 | DALLAS | TX | 75270 | LEGAL FEES | 485 |
| CORPORATION SERVICE COMPANY | |||||
| 2711 CENTERVILLE RD 400 | WILMINGTON | DE | 19808 | REPRESENTATIVE SERVICES | 143 |
| LEAFFER LAW GROUP LLC | |||||
| 1899 WYNKOOP ST STE 275 | DENVER | CO | 80202 | LEGAL FEES | 53 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3121993 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 376953 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3498946 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3498946 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 52484 | CashDeemedCharitable |
| Net Noncharitable Assets | 3446462 | NetNoncharitableAssets |
| Minimum Investment Return | 172323 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 172323 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 66 | TaxBasedOnInvestmentIncome |
| Total Tax | 66 | TotalTax |
| Distributable Amount Before Adj | 172257 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 172257 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 172257 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 627004 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 627004 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 66 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 626938 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 172257 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 273130 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 383541 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 88050 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 390711 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 309213 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1444645 | TotalExcessDistriCarryover |
| Qualifying Distributions | 627004 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 172257 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 454747 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1899392 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 273130 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1626262 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 383541 | ExcessFromYear4 |
| Excess From Year3 | 88050 | ExcessFromYear3 |
| Excess From Year2 | 390711 | ExcessFromYear2 |
| Excess From Year1 | 309213 | ExcessFromYear1 |
| Excess From Current Year | 454747 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | BRIJETTA HALL WALLER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 GAYLORD PKWY STE 100 | AddressLine1 |
| City | FRISCO | City |
| State | TX | State |
| ZIP Code | 75034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9723771100 | RecipientPhoneNumber |
| Recipient Email Address | BWALLER@CKHALLFOUNDATION.ORG | RecipientEmailAddress |
| Form And Info And Materials | COMPLETE APPLICATION FORM OR SUBMIT WRITTEN MATERIALS. MATERIALS SHOULD INCLUDE GRANT AMOUNT, PURPOSE OF GRANT, ORGANIZATION MISSION AND ADDITIONAL DETAILS ABOUT REQUIEST (OTHER FUNDING SOURCES, ETC.) | FormAndInfoAndMaterials |
| Submission Deadlines | NO DEADLINES. GRANTS ARE REVIEWED ON A ROLLING BASIS APPROXIMATELY ONCE PER QUARTER. | SubmissionDeadlines |
| Restrictions On Awards | PREFERENCE IS GIVEN TO SUBMISSIONS FROM NORTH TEXAS AND NAPA VALLEY, CA GEOGRAPHIC AREAS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (54 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALDO LEOPOLD NATURE CENTER | |||||||||||
| 330 FEMRITE DRIVE | MONONA | WI | 53716 | NONE | 501(C)(3) | NATURE CENTER SERVICE FOR COMMUNITY | $500 | ||||
| ALZHEIMER'S ASSOCIATION OF GREATER DALLAS | |||||||||||
| 4144 N CENTRAL EXPRESSWAY | DALLAS | TX | 75204 | NONE | 501(C)(3) | ALZHEIMER RESEARCH | $2,000 | ||||
| AUSTRIAN AMERICAN EDUCATIONAL COMMISSIONFULBRIGHT COMMISSION | |||||||||||
| NONE | 501(C)(3) | SCHOLARSHIP SUPPORT | $35,925 | QUARTIER21/MQ MUSEUMPLATZ 1 | VIENNA | AU | |||||
| AWARE FUND AT THE DALLAS FOUNDATION | |||||||||||
| 3963 MAPLE AVE STE 390 | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORTS THE ALZHEIMER RESEARCH | $2,500 | ||||
| AMERICAN HEART ASSOCIATION | |||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501(C)(3) | SUPPORT HEART RESERCH PROGRAM | $6,500 | ||||
| BOYS & GIRLS CLUBS OF ST HELENA AND CALISTOGA | |||||||||||
| 1420 TAINTER STREET | ST HELENA | CA | 94574 | NONE | 501(C)(3) | SUPPORT EDUCATIONAL PROGRAMS FOR TODAY'S YOUTH | $1,000 | ||||
| BEST BUDDIES | |||||||||||
| 2904 FLOYD ST | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT PROGRAM TO FRIENDSHIP WITH EMPLOYMENT AND LEADERSHIP FOR PEOPLE WITH DISABILITES | $1,500 | ||||
| CHILDERENS' THEATER OF MADISON | |||||||||||
| 228 STATE ST | MADISON | WI | 53703 | NONE | 501(C)(3) | PERFORMING ARTS SUPPORT | $1,000 | ||||
| CANCER SUPPORT COMMUNITY NORTH TEXAS | |||||||||||
| 2710 OAK LAWN AVE | DALLAS | TX | 75219 | NONE | 501(C)(3) | SUPPORT PROGRAM FOR CANCER SERVICES | $1,000 | ||||
| CHILDREN'S HOSPITAL & RESEARCH CENTER | |||||||||||
| 747 52ND ST | OAKLAND | CA | 94609 | NONE | 501(C)(3) | SUPPORT CHILDREN'S HOSPITAL | $1,000 | ||||
| CURE | |||||||||||
| 223 WEST ERIE ST | CHICAGO | IL | 60654 | NONE | 501(C)(3) | SUPPORT FOR SUFFERING CHILDREN WITH CURABLE PHYSICAL DISABLILITES | $9,800 | ||||
| DALLAS CAN DO BETTER | |||||||||||
| 6801 GAYLORD PARKWAY | FRISCO | TX | 75034 | NONE | 501(C)(3) | SUPPORT FOR EXONEREES | $5,000 | ||||
| CONNOLLY RANCH | |||||||||||
| 3141 BROWNS VALLEY RD | NAPA | CA | 94558 | NONE | 501(C)(3) | SUPPORT PROGRAM FOR CONNECTING KIDS WITH NATURE | $1,000 | ||||
| CLINIC OLE FOUNDATION | |||||||||||
| 1141 PEAR TREE LANE STE 100 | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM TO PROVIDE HEALTH CARE TO AGRICULTURAL WORKERS IN NAPA COUNTY | $1,000 | ||||
| COMMUNITY RESCOURCES FOR CHILDREN | |||||||||||
| 3299 CLAREMONT WAY STE 1 | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM TO PROVIDE EARLY CARE AND EDUCATION OF CHILDREN | $1,000 | ||||
| DALLAS HISTORICAL SOCIETY | |||||||||||
| 3939 GRAND AVE PO BOX 150038 | DALLAS | TX | 75210 | NONE | 501(C)(3) | SUPPORT PROGRAM TO COLLECT AND PRESERVE THE HERITAGE OF DALLAS AND TEXAS | $10,000 | ||||
| DALLAS MUSEUM OF ART | |||||||||||
| 1717 N HARDWOOD ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | SUPPORT THE ART COLLECTION AND EDUCATION | $2,000 | ||||
| FAMILY LEGACY MISSIONS INTERNATIONAL | |||||||||||
| 5005 W ROYAL LN STE 252 | IRVING | TX | 75063 | NONE | 501(C)(3) | SUPPORT PROGRAM CONNECTING AMERICAN FAMILIES WITH CHILDREN OF ZAMBIA | $2,500 | ||||
| HORATIO ALGER ASSOCIATION | |||||||||||
| 99 CANAL CENTER PLAZA SUITE 320 | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | SUPPORT FOR SCHOLARSHIPS AND EDUCATION | $49,000 | ||||
| FRIENDSHIP SHELTER | |||||||||||
| P O BOX 4252 | LAGUNA BEACH | CA | 92652 | NONE | 501(C)(3) | HELP HOMELESS ADULTS WITH HOUSING | $2,500 | ||||
| JEWISH FEDERATION OF GREATER DALLAS | |||||||||||
| 7800 NORTHHAVEN RD | DALLAS | TX | 75230 | NONE | 501(C)(3) | SUPPORT FOR JEWISH COMMUNITY | $60,000 | ||||
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||||||
| 9400 N CENTRAL EXPRESSWAY STE 1201 | DALLAS | TX | 75231 | NONE | 501(C)(3) | SUPPORT FOR DIABETES MEDICAL RESEARCH | $2,500 | ||||
| LAND TRUST OF NAPA COUNTY | |||||||||||
| 1700 SOSCOL AVE SUITE 20 | NAPA | CA | 94559 | NONE | 501(C)(3) | ENVIRONMENTAL PRESERVATION AND EDUCATION | $5,000 | ||||
| LIFT INC | |||||||||||
| 800 7TH ST NW STE 300 | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | SUPPORT FOR POVERTY AND HOMELESS PROGRAMS | $5,000 | ||||
| FRISCO FAMILY YMCA | |||||||||||
| 3415 W MAIN ST | FRISCO | TX | 75034 | NONE | 501(C)(3) | SUPPORT PROGRAM FOR FRISCO COMMUNITY | $1,500 | ||||
| GOODMAN COMMUNITY CENTER | |||||||||||
| 149 WAUBESA ST | MADISON | WI | 53704 | NONE | 501(C)(3) | SUPPORT PROGRAM FOR MADISON COMMUNITY | $500 | ||||
| GRACE CHURCH OF NAPA VALLEY | |||||||||||
| 3765 SOLONA AVE | NAPA | CA | 94558 | NONE | 501(C)(3) | SUPPORT CHURCH | $1,000 | ||||
| KEEP MEMORY ALIVE | |||||||||||
| 888 W BONNEVILLE AVE | LA VEGAS | NV | 89106 | NONE | 501(C)(3) | SUPPORT PROGRAM COMMITTED TO FAMILIES WITH BRAIN DISORDERS | $23,900 | ||||
| NAPA VALLEY FESTIVAL ASSOCIATION | |||||||||||
| 1556 FIRST STREET SUITE 103A | NAPA | CA | 94559 | NONE | 501(C)(3) | PERFORMING ARTS SUPPORT | $44,143 | ||||
| NAPA EMERGENCY WOMEN'S SERVICES | |||||||||||
| 1141 PEAR TREE LANE STE 220 | NAPA | CA | 94558 | NONE | 501(C)(3) | SUPPORT PROGRAM FOR WOMEN'S CENTER FOR DOMESTIC VIOLENCE | $6,000 | ||||
| NORTH TEXAS FOOD BANK | |||||||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75236 | NONE | 501(C)(3) | SUPPORT FOOD BANK AND HUNGER ELIMINATION PROGRAMS | $35,000 | ||||
| NETWORK FOR TEACHING ENTREPRENEURSHIP | |||||||||||
| 7557 RAMBLER ROAD SUITE 700 | DALLAS | TX | 75231 | NONE | 501(C)(3) | LOW INCOME ENTREPRENEURSHIP EDUCATION PROGRAMS | $5,000 | ||||
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||||||
| 3300 E SUNRISE DR | TUCSON | AZ | 85718 | NONE | 501(C)(3) | SUPPORT RESEARCH OF NEUROMUSCULAR DISEASES | $1,000 | ||||
| NAPA HUMANE | |||||||||||
| P O BOX 695 | NAPA | CA | 94559 | NONE | 501(C)(3) | SUPPORT PROGRAM FOR ANIMALS | $1,000 | ||||
| LEGAL AID OF NAPA VALLEY | |||||||||||
| 401 ST HELENA HWY | ST HELENA | CA | 94574 | NONE | 501(C)(3) | SUPPORT LEGAL ASSISTANCE TO LOW INCOME RESIDENTS OF NAPA COUNTY | $1,000 | ||||
| ON THE MOVE | |||||||||||
| 780 LINCOLN AVE | NAPA | CA | 94558 | NONE | 501(C)(3) | PROGRAM TO PROVIDE MENTORING FOR NEXT GENERATION OF PULBIC SECTOR LEADERS | $5,000 | ||||
| PLANO CIVIC CHORUS | |||||||||||
| P O BOX 8644111 | PLANO | TX | 75086 | NONE | 501(C)(3) | SUPPORT FOR PROMOTING CHORAL ARTS IN NORTH TEXAS | $1,000 | ||||
| SAVE THE BAY | |||||||||||
| 1330 BROADWAY STE 1800 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | SUPPORT TO SAVE THE SAN FRANCISCO BAY | $1,000 | ||||
| ST HELENA HOSPITAL FOUNDATION | |||||||||||
| 10 WOODLAND RD | ST HELENA | CA | 94574 | NONE | 501(C)(3) | SUPPORT ST HELENA HOSPITAL | $1,000 | ||||
| SHAKESPEARE DALLAS | |||||||||||
| 3630 HARRY HINES BLVD | DALLAS | TX | 75080 | NONE | 501(C)(3) | FUND RAISING EVENT FOR CHILDREN'S NEEDS | $1,000 | ||||
| UNIVERSITY OF CALIFORNIA AT DAVIS | |||||||||||
| UC DAVIS CONFERENCE CENTER 2ND | DAVIS | CA | 95616 | NONE | 501(C)(3) | SUPPORT THE MONDAVI INSTITUTE | $50,000 | FLOOR 551 ALUMNI LN | |||
| WOODALL RODGERS PARK FOUNDATION | |||||||||||
| 1909 WOODALL RODGERS FREEWAY SUITE | DALLAS | TX | 75201 | NONE | 501(C)(3) | PUBLIC PARK CAPITAL CAMPAIGN | $125,000 | 100 | |||
| SUICIDE & CRISIS CENTER OF NORTH TEXAS | |||||||||||
| 2808 SWISS AVENUE | DALLAS | TX | 75204 | NONE | 501(C)(3) | SUPPORT MENTAL HEALTH SCREENINGS FOR TEENS CAN SURVIVE PROGRAM | $1,000 | ||||
| STONE BRIDGE SCHOOL | |||||||||||
| 1680 LOS CARNEROS AVE | NAPA | CA | 94559 | NONE | 501(C)(3) | SUPPORT CHARTER SCHOOL EDUCATION PROGRAM | $1,000 | ||||
| THE BRIDGE | |||||||||||
| P O BOX 710100 | DALLAS | TX | 75317 | NONE | 501(C)(3) | SUPPORT HOMELESS RECOVERY CENER OF DALLAS | $1,000 | ||||
| TEXAS AFTER VIOLENCE PROJECT | |||||||||||
| 611 S CONGRESS AVE STE 350 | AUSTIN | TX | 78704 | NONE | 501(C)(3) | HELP EDUCATE TEXANS ON THE IMPACT OF VIOLENCE | $1,000 | ||||
| TEXAS WOMEN'S UNIVERSITY | |||||||||||
| P O BOX 425618 | DENTON | TX | 76204 | NONE | 501(C)(3) | SUPPORT UNIVERSITY EDUCATION AS EVENT SPONSOR | $1,500 | ||||
| SLOW FOOD USA NAPA VALLEY CHAPTER | |||||||||||
| P O BOX 3746 | YOUNTVILLE | CA | 84559 | NONE | 501(C)(3) | SUPPORT EFFORTS TO PROTECT HERITAGE FOOD, TRADITIONS & CULTURE OF COMMUNITY | $1,000 | ||||
| SCULPTURE FIELDS AT MONTAGUE PARK | |||||||||||
| 1200E MAIN ST STE 101 | CHATTANOOGA | TN | 37408 | NONE | 501(C)(3) | HELP MAINTAIN A SCULPTURE PARK IN CHATTANOOGA | $5,000 | ||||
| UNITED WAY OF METORPOLITIAN DALLAS | |||||||||||
| 1800 N LAMAR | DALLAS | TX | 75202 | NONE | 501(C)(3) | SUPPORT MISSION TO IMPROVE LIVES IN COMMUNITY | $15,000 | ||||
| UW FOUNDATION | |||||||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | 501(C)(3) | SUPPORT RESEARCH ON HEALTH OF MINDS | $750 | ||||
| WE CARE ANIMAL RESCUE | |||||||||||
| 1345 CHARTER OAK | ST HELENA | CA | 84574 | NONE | 501(C)(3) | SUPPORT ANIMAL SANCTUARY | $1,000 | ||||
| WOMEN'S AUXILIARY TO CHILDRENS MEDICAL CENTER | |||||||||||
| 1705 BURNING TREE | PLANO | TX | 75093 | NONE | 501(C)(3) | SUPPORT THE CHILDREN'S MEDICAL CENTER | $3,000 | ||||
| WOODLAND MONTESSORI SCHOOL | |||||||||||
| 1124 COLBY STREET | MADISON | WI | 53716 | NONE | 501(C)(3) | SUPPORT PROGRAM OF CHILDREN'S EDUCATION | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 545518 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 6927 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 5 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 6932 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6932 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumber |
| Relationship Statement | INTEREST & DIVIDEND INCOME EXCLUDED, USED FOR CHARITABLE CONTRIBUTIONS | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INVESTMENT - STOCKS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 500000 | BookValue |
| EOYFMV | 550319 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDEDUCTIBLE EXPENSES | Description |
| Amount | $4,050 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 305 | 305 | 0 |
| GRANT MANAGEMENT SOFTWARE | 6500 | 0 | 6500 |
| PAYROLL SERVICE FEE | 1923 | 0 | 1923 |
| LEGAL EXPENSES | 13855 | 0 | 13855 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAX EXPENSE | Category |
| Amount | $4,208 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4208 | DisbursementsCharitablePrps |