BUEHRING FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BUEHRING FAMILY FOUNDATION (EIN 75-2836286)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-05
- IRS object ID
- 201421259349100132
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Amortization Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-05T19:32:13Z | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRB TAX GROUP INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11661 PRESTON RD STE 112 AND 118 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75230 | 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 | 752836286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUEHRING FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUEH | BusinessNameControlTxt |
| Phone | 2145646748 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6335 W NORTHWEST HWY APT 421 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752253558 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARY F BUEHRING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2145646748 | PhoneNum |
| Signature | 2014-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sammy Jaffe | PreparerPersonNm |
| PTIN | P00116351 | PTIN |
| Phone | 2143730700 | PhoneNum |
| Preparation | 2014-05-05 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $389,992 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,684 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,684 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $485,008 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,862 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,808 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $13,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,546 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,492 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,930 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,690 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $1,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $240 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $200 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $155 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $155 | TaxesAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $600 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $600 | OccupancyAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $256 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $256 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,211 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,211 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,645 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,281 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,507 | CashBOYAmt |
| Cash EOY | $97,820 | CashEOYAmt |
| Cash EOYFMV | $97,820 | CashEOYFMVAmt |
| Other Investments BOY | $340,239 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $292,172 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $292,172 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $117 | LandBOYAmt |
| Total Assets BOY | $395,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $389,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $389,992 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $395,863 | UnrestrictedBOYAmt |
| Unrestricted EOY | $389,992 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $395,863 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $389,992 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $395,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $389,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $395,863 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,745 | ExcessRevenueOverExpensesAmt |
| Subtotal | $382,118 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $382,118 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| AMERICAN FUNDAMENTAL INVESTORS CLASS A | P | 2013-09-12 | $39,884 | $36,913 | $2,971 | $2,971 | |
| AMERICAN INTREMIATE BOND OF AMERICA CL A | P | 2013-10-04 | $48,114 | $48,230 | -$116 | -$116 | |
| AMERICAN MUTUAL FUNDCLASS A | P | 2013-09-12 | $7,312 | $6,636 | $676 | $676 | |
| ETFS PRECIOUS METALBASKET TR | P | 2013-12-23 | $8,502 | $9,315 | -$813 | -$813 | |
| EXXON MOBIL CORP | P | 2013-11-05 | $23,372 | $22,585 | $787 | $787 | 2013-09-13 |
| FIDELLITY NASDAQ COMPOSITE INDEX TRACKING | P | 2013-06-17 | $10,937 | $10,924 | $13 | $13 | 2013-06-07 |
| ISHARES CORE S&P SMALL CAP ETF | P | 2013-09-27 | $14,969 | $14,559 | $410 | $410 | 2013-07-15 |
| ISHARES CORE S&P 500 ETF | P | 2013-12-19 | $174,017 | $170,036 | $3,981 | $3,981 | |
| ISHARES SELECT DICIDENT ETF | P | 2013-06-07 | $25,954 | $24,076 | $1,878 | $1,878 | 2013-05-08 |
| ISHARES US PREFERREDSTOCK ETF | P | 2013-10-21 | $6,274 | $6,679 | -$405 | -$405 | 2013-04-24 |
| MICROSOFT CORP MSFT | P | 2013-02-15 | $5,590 | $5,291 | $299 | $299 | 2013-01-10 |
| POWERSHARES EXCHANGETRADED FD TR FINL | P | 2013-08-01 | $3,072 | $3,247 | -$175 | -$175 | 2013-03-07 |
| SPDR SER TR WELLS FARGO PFD STOCK ETF | P | 2013-12-27 | $10,973 | $12,120 | -$1,147 | -$1,147 | 2013-06-06 |
| VANDGUARD BD INDEX FDINC SHORT TERM GD ET | P | 2013-04-24 | $8,096 | $8,125 | -$29 | -$29 | 2012-12-19 |
| VANGUARD SCOTTSDALE FDS INTERMEDIATE TER VCI | P | 2013-02-11 | $30,455 | $30,259 | $196 | $196 | 2012-09-12 |
| AMERICAN FUNDAMENTALINVESTORS CLASS A | P | 2013-09-03 | $1,501 | $1,418 | $83 | $83 | 2012-07-20 |
| AMERICAN INTRMEIATEDBOND OF AMERICA CL A | P | 2013-10-04 | $14,425 | $14,452 | -$27 | -$27 | |
| AMERICAN MUTUAL FUNDCLASS A | P | 2013-09-12 | $22,688 | $20,589 | $2,099 | $2,099 | |
| ETFS PRECIOUS METALBASKET TR ETFS | P | 2013-12-23 | $6,876 | $10,115 | -$3,239 | -$3,239 | 2012-11-26 |
| ISHARES US PREFERREDSTOCK ETF | P | 2013-10-21 | $9,369 | $9,913 | -$544 | -$544 | 2011-02-22 |
| POWERSHARES EXCHANGETRADED FD TR | P | 2013-08-01 | $10,502 | $10,664 | -$162 | -$162 | 2011-06-09 |
| SHORT TERM CAP GAIN | 2013-12-31 | $2,126 | $2,126 | $2,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,862 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,808 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets | $387,447 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $86 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,590 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $86 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $86 | SubtotalAmt |
| Tax Based On Investment Income | $86 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $86 | TaxDueAmt |
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 |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CARY F BUEHRING | IndividualWithBooksNm |
| Phone | 2145646748 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6335 W NORTHWEST HWY APT 421 | AddressLine1 |
| Address Line2 | 6335 W NORTHWEST HWY APT 421 | AddressLine2 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752253558 | ZIPCode |
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 |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CARY F BUEHRING | ||||||
| 6335 W NORTHWEST HWY APT 421 | DALLAS | TX | 752253558 | PRESIDENT | 20.00 | $3,300 |
| WILLIAM B BUEHRING | ||||||
| 6335 W NORTHWEST HWY APT 421 | DALLAS | TX | 752253558 | VICE PRESIDENT | 5.00 | $650 |
| Michael Buehring | ||||||
| 6335 W NORTHWEST HWY 421 | DALLAS | TX | 752253558 | TREASURER | 5.00 | $650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $393,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $393,347 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $393,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $387,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,372 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,372 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86 | TotalTaxAmt |
| Distributable Before Adj | $19,286 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,286 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,286 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,590 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $20,590 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $86 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $20,504 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,286 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,653 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,653 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,590 | QualifyingDistributionsAmt |
| Applied To Current Year | $19,195 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,653 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,653 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNITY OF DALLAS | ||||||
| 6525 FOREST LANE | DALLAS | TX | 75230 | NONE | GENERAL USE DONATION | $3,650 |
| SALVATION ARMY | ||||||
| 5500 HARRY HINES BLVD | DALLAS | TX | 75218 | NONE | GENERAL USE DONATION | $1,000 |
| UNION GOSPEL MISSION | ||||||
| 3211 IRVING BLVD | DALLAS | TX | 75247 | NONE | GENERAL USE DONATION | $400 |
| VISITING NURSE ASSOCIATION | ||||||
| 1600 VICEROY STE 400 | DALLAS | TX | 75235 | NONE | MEALS ON WHEELS | $800 |
| SAINT MARKS SCHOOL | ||||||
| 10600 PRESTON RD | DALLAS | TX | 75230 | NONE | GENERAL USE DONATION | $250 |
| TEXAS LAND CONSERVANCY | ||||||
| PO BOX 162481 | AUSTIN | TX | 78716 | NONE | CONSERVATION OF NATURAL HABITAT | $350 |
| NORTH TEXAS FOOD BANK | ||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | GENERAL USE DONATION | $800 |
| DALLAS MUSEUM OF ART | ||||||
| 1717 N HARWOOD | DALLAS | TX | 75201 | NONE | GENRAL USE DONATION | $250 |
| GRACE PROJECT | ||||||
| 14388 CR 227 | ARP | TX | 75750 | NONE | GENERAL USE DONATION | $3,000 |
| DALLAS ARBORETUM | ||||||
| 8525 GARLAND RD | DALLAS | TX | 75218 | NONE | FRIENDS OF THE ARBORETUM | $2,500 |
| VOICES OF CHANGE | ||||||
| 3600 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | GENERAL USE DONATION | $700 |
| AMERICAN DIABETES ASSOC | ||||||
| 1701 N BEAUREGARD ST | ALEXANDRIA | VA | 22311 | NONE | GENERAL USE DONATION | $325 |
| PEROT MUSEUM | ||||||
| 2201 N FIELD ST | DALLAS | TX | 75201 | NONE | GENERAL USE DONATION | $500 |
| LAKE HIGHLANDS AREA EARLY CHILDHOOD | ||||||
| LAKE HIGHLANDS AREA PTA | DALLAS | TX | 75243 | NONE | GENERAL USE DONATION | $2,300 |
| UNITY | ||||||
| 1901 NW BLUE PARKWAY | UNITY VILLAGE | MO | 64065 | NONE | GENERAL USE DONATON | $325 |
| DALLAS ARBORETUM | ||||||
| 8525 GARLDAN RD | DALLAS | TX | 75218 | NONE | CHILDRENS ADVERNTURE GARDEN | $2,500 |
| GOODWILL INDUSTRIES | ||||||
| 3020 N WESTMORELAND RD | DALLAS | TX | 75212 | GENERAL USE DONATION | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,684 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $16,736 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21,420 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,420 | 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 |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | POST OFFICE BOX | AmortizedExpensesDesc |
| Current Year Amortization | $256 | CurrentYearAmortizationAmt |
| Net Investment Income | $256 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $256 | AdjustedNetIncomeAmt |
| Total Amortization | $256 | TotalAmortizationAmt |
Compensation Explanation CompensationExplanation
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Book Value | $292,172 | BookValueAmt |
| EOYFMV | $292,172 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HR BLOCK TAX PREP | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $200 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $155 | Amt |
| Net Investment Income | $155 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $155 | AdjustedNetIncomeAmt |