HIRSCH FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HIRSCH FAMILY FOUNDATION (EIN 20-1225862)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201443189349101659
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T15:14:59-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COSCIA GREILICH LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 DALLAS PARKWAY SUITE 300 | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75093 | 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 | 201225862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRSCH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MIKE NICOLAIS | InCareOfNm |
| Business Name Control | HIRS | BusinessNameControlTxt |
| Phone | 2142455000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Crescent Court Suite 550 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS MCRORIE | PersonNm |
| Person Title | officer | PersonTitleTxt |
| Phone | 2142455000 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN M ADAMS | PreparerPersonNm |
| PTIN | P00746628 | PTIN |
| Phone | 2142455000 | 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 | $32,828,232 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $821 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $821 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,097,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,097,692 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,230,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,703,106 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,230,259 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,934 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,934 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,360,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,360,706 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $106,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $106,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $43,966 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $43,966 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,948 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,212 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $330 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $330 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $183,635 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $180,973 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $346,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $226,481 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $106,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,169,783 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,169,783 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,516,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $226,481 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,275,783 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,844,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,134,225 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,971,959 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,781,708 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,781,708 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,947,780 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,686,996 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,046,524 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $20,919,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,468,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,828,232 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $20,919,739 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,468,704 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,919,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,468,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,919,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,468,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,919,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,844,044 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,763,783 | SubtotalAmt |
| Other Decreases | $2,295,079 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,468,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| REGAN SW SECURITIES | P | $2,604,921 | $2,328,196 | $276,725 | $276,725 | ||
| REGAN SW SECURITIES | P | $260,256 | $156,200 | $104,056 | $104,056 | ||
| FORHEALTH TECHNOLOGIES | P | $250,000 | -$250,000 | -$250,000 | 2006-07-24 | 2013-12-31 | |
| PIONEER SURGICAL | P | $2,175,924 | $1,210,237 | $965,687 | $965,687 | 2011-01-01 | 2013-07-16 |
| PCI | P | $11,766,254 | $919,106 | $10,847,148 | $10,847,148 | 2011-01-01 | 2013-04-30 |
| EAGLE HOSPITAL PHYSICIANS | P | $475,000 | -$475,000 | -$475,000 | 2010-08-06 | 2013-07-16 | |
| FIDELITY 3586 | P | $125,100 | $135,874 | -$10,774 | -$10,774 | 2011-10-06 | 2013-09-03 |
| FIDELITY 4515 -TOOTSIE ROLL | P | $4 | $4 | $4 | 2013-04-08 | 2013-04-08 | |
| FIDELITY 4515 | $175,938 | $157,788 | $18,150 | $18,150 | 2013-06-10 | ||
| REGAN SW SECURITIES RETURN OF CAPITAL | $651,509 | $651,509 | |||||
| HIGHLANDER PTRS HCF TAX LOSS | $188,937 | -$188,937 | -$188,937 | 2010-01-01 | 2013-12-31 | ||
| CAPITAL GAIN DIVIDENDS | P | $1,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,230,259 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,548,730 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,440,363 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081066 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,388,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,101,449 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084978 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,187,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,863,642 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.084586 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,032,352 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,521,485 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099035 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,157,759 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,024,919 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.126741 | DistributionYr5Rt |
| Total Distribution | 0.476406 | TotalDistributionRt |
| Average Distribution | 0.095281 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,154,716 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,063,733 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $131,342 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,195,075 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,275,783 | 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 | $131,342 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $131,342 | SubtotalAmt |
| Tax Based On Investment Income | $131,342 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $134,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $134,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $313 | EsPenaltyAmt |
| Overpayment | $2,345 | OverpaymentAmt |
| Applied To ES Tax | $2,345 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | MIKE NICOLAIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142455000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CRESCENT COURT SUITE 550 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (true) | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | Yes (true) | ExcessBusinessHoldingsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LAURENCE HIRSCH | ||||||
| 300 Crescent Court Suite 550 | DALLAS | TX | 75201 | DIRECTOR | 2.0 | $0 |
| SUSAN HIRSCH | ||||||
| 300 Crescent Court Suite 550 | DALLAS | TX | 75201 | DIRECTOR | 2.0 | $0 |
| DARIA LEE HIRSCH | ||||||
| 300 Crescent Court Suite 550 | DALLAS | TX | 75201 | DIRECTOR | 10.0 | $106,000 |
| BRADFORD HIRSCH | ||||||
| 300 Crescent Court Suite 550 | DALLAS | TX | 75201 | DIRECTOR | 2.0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,767,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,876,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,644,382 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,644,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $489,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,154,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,607,736 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,607,736 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $131,342 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $131,342 | TotalTaxAmt |
| Distributable Before Adj | $1,476,394 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,476,394 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,476,394 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,275,783 | 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 | $3,275,783 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $131,342 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,144,441 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,476,394 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,157,759 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,011,662 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $931,686 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,111,949 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $990,661 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,203,717 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,275,783 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,476,394 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,799,389 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,003,106 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,157,759 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,845,347 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,011,662 | ExcessFromYear4Amt |
| Excess From Year3 | $931,686 | ExcessFromYear3Amt |
| Excess From Year2 | $1,111,949 | ExcessFromYear2Amt |
| Excess From Year1 | $990,661 | ExcessFromYear1Amt |
| Excess From Current Year | $1,799,389 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURENCE HIRSCH | ContributingManagerNm |
| Contributing Manager | SUSAN HIRSCH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RACHEL GALLINI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Crescent Court Suite 550 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2142455000 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS FOR DONATIONS SHOULD BE REQUESTED IN A LETTER THAT SHOULD INCLUDE THE PURPOSE FOR THE DONATION, NAME, ADDRESS AND PHONE NUMBER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF AMERICA | ||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | CREATES GREAT FUTURES FOR OUR NATION'S YOUNG PEOPLE | $50,000 | |
| CENTER FOR EUROPEAN POLICY ANALYSIS | ||||||||
| 1225 19TH STREET NW SUITE 450 | WASHINGTON | DC | 20036 | NONE | PC | FORUM FOR SCHOLARLY RESEARCH | $650,000 | |
| COMMUNITIES IN SCHOOLS DALLAS REGION INC | ||||||||
| 8700 N STEMMONS FWY SUITE 125 | DALLAS | TX | 75247 | NONE | PC | ACADEMIC SERVICES TO STRUGGLING SCHOOLCHILDREN | $60,000 | |
| DALLAS CHILDREN'S ADVOCACY CENTER | ||||||||
| 3611 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | CHILD ABUSE VICTIMS IN DALLAS COUNTY | $100,000 | |
| DALLAS HERITAGE VILLAGE AT OLD CITY PARK | ||||||||
| 1515 S HARWOOD | DALLAS | TX | 75215 | NONE | PC | GONE TO TEXAS--SUPPORTS CHILDREN PARTICIPATING IN SCHOOL PROGRAMS | $5,000 | |
| GEORGIA O'KEEFFE MUSEUM | ||||||||
| 217 JOHNSON STREET | SANTA FE | NM | 87501 | NONE | PC | AMERICA'S ARTISTIC HERITAGE, SCHOLARSHIP, OUTREACH PROGRAMS | $150,000 | |
| LIFT | ||||||||
| 800 7TH STREET NW SUITE 300 | WASHINGTON | DC | 20001 | NONE | PC | CONTRIBUTION | $400,000 | |
| NATIONAL CENTER FOR LEARNING DISABILITIES | ||||||||
| 381 PARK AVENUE SO SUITE 1401 | NEW YORK | NY | 10016 | NONE | PC | EDUCATIONAL SERVICES | $100,000 | |
| NORTH TEXAS FOOD BANK | ||||||||
| 4500 S COCKRELL HILL ROAD | DALLAS | TX | 75236 | NONE | PC | HUNGER RELIEF | $55,000 | |
| PLANNED PARENTHOOD OF NORTH TEXAS | ||||||||
| 7424 GREENVILLE AVE SUITE 206 | DALLAS | TX | 75231 | NONE | PC | SEXUAL AND REPODUCTIVE HEALTH CARE ADVOCATE | $10,000 | |
| STATE FAIR OF TEXAS | ||||||||
| PO BOX 150009 | DALLAS | TX | 75315 | NONE | PC | LIVESTOCK DONATION | $5,000 | |
| THE KENNEDY CENTER | ||||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | PC | CONTRIBUTION | $100,000 | |
| SENIOR CITIZENS OF GREATER DALLAS INC | ||||||||
| 3910 HARRY HINES BOULEVARD | DALLAS | TX | 75219 | NONE | PC | IMPROVE THE QUALITY OF LIFE FOR THE OLDER ADULT POPULATION | $26,000 | |
| TROSA | ||||||||
| 1820 JAMES STREET | DURHAM | NC | 27707 | NONE | PC | RESIDENTIAL SUBSTANCE ABUSE RECOVERY PROGRAM | $100,000 | |
| VICKERY MEADOW LEARNING CENTER | ||||||||
| 6329 RIDGECREST | DALLAS | TX | 75231 | NONE | PC | EARLY CHILDHOOD EDUCAION PROGRAMS | $65,000 | |
| VOGEL ALCOVE | ||||||||
| 7557 RAMBLER ROAD SUITE 262 | DALLAS | TX | 75231 | NONE | PC | AMBASSADORS OF HOPE AWARDS LUNCHEON | $24,484 | |
| JEWISH FEDERATION OF TEXAS | ||||||||
| 100 SOUTH HOUSTON STREET | DALLAS | TX | 75202 | NONE | PC | CREATE A STONG IMPACT LOCALLY AND AROUND THE WORLD | $25,000 | |
| ST JUDES CHILDRENS HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | RESEARCH AND MEDICAL ADVANCEMENT | $5,000 | |
| East Durham Childrens Initiative | ||||||||
| 107 N Driver St 3rd Floor | DURHAM | NC | 27703 | NONE | PC | Cradle to College Services | $100,000 | |
| NATIONAL WOMENS LAW CENTER | ||||||||
| 11 DUPONT CIRCLE NW 800 | WASHINGTON | DC | 20036 | NONE | PC | BUILD CRITICAL PUBLIC AWARENESS AROUND KEY ISSUES AFFECTING LIVES OF WOMEN AND THEIR FAMILIES | $25,000 | |
| TEMPLE EMANU-EL | ||||||||
| 8500 HILLCREST ROAD | DALLAS | TX | 75225 | NONE | PC | SUPPORT REFORM JEWISH CONGREGATION | $200,000 | |
| DALLAS CASA | ||||||||
| 2815 GASTON AVE | DALLAS | TX | 75226 | NONE | PC | ADVOCATES BEST INTEREST OF ABUSED AND NEGLECTED CHILDREN | $5,000 | |
| SALESMANSHIP CLUB CHARITABLE GOLF OF DALLAS INC | ||||||||
| 106 E TENTH STREET | DALLAS | TX | 75203 | NONE | PC | HELP WITH AT-RISK AND TROUBLED YOUTH | $10,000 | |
| The Dallas Foundation | ||||||||
| 3963 Maple Avenue | Dallas | TX | 75219 | NONE | PC | Communities Foundation support link between donors and nonprofits in North Texas | $50,000 | Suite 390 |
| DALLAS SUMMER MUSICALS INC | ||||||||
| MUSIC HALL AT FAIR PARK | DALLAS | TX | 753710336 | NONE | PC | SUPPORT FOR THE ARTS | $5,000 | PO BOX 710336 |
| THE SANTA FE OPERA | ||||||||
| PO BOX 2408 | SANTA FE | NM | 875042408 | NONE | PC | SUPPORT FOR THE ARTS | $10,000 | |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 191046205 | NONE | PC | CONTRIBUTION to Gazette | $100 | 433 FRANKLIN BUILDING |
| VILLANOVA UNIVERSITY Law School | ||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | PC | LAW ANNUAL FUND | $50,000 | |
| Advisory Board to Booker T Washington High School | ||||||||
| 2501 Flora St | Dallas | TX | 75201 | NONE | PC | support Arts Magnet School | $2,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PC | CANCER RESEARCH AND PATIENT SUPPORT | $500 | |
| MAPLE LAWN ELEMENTARY SCHOOL - DISD | ||||||||
| 3700 ROSS AVENUE | DALLAS | TX | 75204 | NONE | PC | ACCELERATED READING PROGRAM | $2,699 | |
| Dallas Area Jewish Historical Society | ||||||||
| 7900 Northaven | DALLAS | TX | 75230 | NONE | PC | preserve and protect documents and materials available to Dallas Jewish community | $1,000 | |
| Crystal Charity Ball | ||||||||
| 30 1/2 Highland Park Village | Dallas | TX | 75205 | NONE | PC | promote children's education and health through supporting dallas area nonprofit organizations | $25,000 | |
| UT SOUTHWESTERN Foundation | ||||||||
| PO BOX 910888 | DALLAS | TX | 75391 | NONE | PC | RESEARCH AND MEDICAL ADVANCEMENT | $200,000 | |
| St Philips COmmunity School | ||||||||
| 1600 PENNSYLVANIA AVE | Dallas | TX | 75215 | NONE | PC | Support school for children in low income neighborhood in Dallas | $1,000 | |
| The Hun School Princeton | ||||||||
| 176 Edgerstoune Rd | Princeton | NJ | 08540 | None | PC | Promote education | $5,000 | |
| Be The Match Foundation | ||||||||
| 3001 Broadway St NE | Minneapolis | MN | 554131753 | None | PC | Assist and support Transplant patients | $11,500 | |
| Robin Hood Foundation | ||||||||
| 826 Broadway 9th Floor | New York | NY | 10003 | NONE | PC | Assist Hurricane Sandy VIctims | $50,000 | |
| david Nathan Myerson Fdn | ||||||||
| 4441 Buena Vista St | Dallas | TX | 75205 | None | PC | Aid to Homeless teens | $1,000 | |
| Wilkinson Center | ||||||||
| 4144 N Central Expressway | DAllas | TX | 75204 | NOne | PC | Assist those in poverty | $80,000 | |
| NOLS | ||||||||
| 284 Lincoln St | Lander | WY | 825202848 | NOne | PC | Promotes outdoor leadership | $50,000 | |
| SAIS - the Next Generation | ||||||||
| 5901 Peachtree Dunwoody Rd NE | Atlanta | GA | 30328 | NOne | PC | Strengthen and support southern independent schools | $200,000 | Suite B200 |
| Smithsonian | ||||||||
| 1000 Jefferson Dr SW | Washington | DC | 20017 | NOne | PC | Promote Education and knowledge | $110,000 | |
| National Center for Policy Analysis | ||||||||
| 14180 Dallas Parkway | Dallas | TX | 75254 | NOne | PC | Support Nonpartisan public policy research | $10,000 | |
| Rockwood Drug Free Coalition | ||||||||
| 111 East North St | Eureka | MO | 63025 | NOne | PC | Memorial Michael Heney | $1,000 | |
| The Rise School | ||||||||
| 5923 Royal Lance | DAllas | TX | 75230 | NOne | PC | Support education services for children with Down Syndrome or other developmental disabilities | $10,000 | |
| Capital Area Food Bank | ||||||||
| 4900 Purto Rico Ave NE | Washington | DC | 20017 | None | PC | Support feeding the hungry in DC area | $5,000 | |
| Executives in Action | ||||||||
| 4385 Sunbelt Dr | Addison | TX | 75001 | None | PC | Align business leaders with nonprofits in order to help operate more efficiently | $5,000 | |
| The Cooper Institute | ||||||||
| 12230 Preston Rd | Dallas | TX | 75230 | None | PC | Support research of preventative medicine and public health | $10,000 | |
| The Autism Foundation | ||||||||
| 3905 Ford Rd | Philadelphia | PA | 19131 | NOne | PC | support for improving the quality of life for those with autism | $2,500 | suite 6 |
| Anti defamation League | ||||||||
| 12800 Hillcrest Ave | Dallas | TX | 75230 | NOne | PC | promote secure and fair treatment of all citizens | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,169,783 | 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 | $357,572 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $740,941 | 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 | $12,230,259 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS-THROUGH FROM PARTNERSHIP INVESTMENTS | Desc |
| Business | 310000 | BusinessCd |
| Unrelated Business Taxbl Incm | $29,505 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,198 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $29,505 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,331,201 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,360,706 | 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 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Form 990 PF Footnote 1 | Form 990 PF Question 1(c) | Form 990 PF Part VII - B Question 1(c) At the beginning of 2013, the Foundation held an investment in Performance Chemicals & Ingredients (PCI) stock. It had purchased that stock from PCI in 2007 and 2008 for a total of $919,106, which it had previously reported to the IRS as acquired in inadvertent acts of self-dealing (because PCI was a disqualified person) on its 2009 Form 4720. In consultation with the IRS, the Foundation accomplished correction in January 2013 by selling its interest back to PCI at an appraised fair market value of $11,766,253.50. The IRS revenue agent's report has concluded that no additional amounts of tax are due under section 4941 for the investment in PCI after 2008. Accordingly, Highlander Partners (the disqualified person who paid the self dealing tax for 2007 and 2008) is not filing a Form 4720 or paying section 4941 excise tax for the PCI investment in 2013. |
| Form 990 PF Footnote 2 | Form 990 PF Question 3(b) | Form 990 PF Part VII - B Question 3b The Foundation has disclosed its 14.28% interest in PCI (see Footnote 1 above) to the IRS on its 2009 Form 4720. PCI was a parent holding company that held subsidiary entities conducting active trades or businesses; more than 20% of the other interests in PCI were held by disqualified persons. The Foundation believes that its holdings do not result in assessable excess business holdings tax in 2013, both because the parent PCI entity did not itself qualify as an active business enterprise, and because under section 4962 the Foundation had reasonable cause for holding these investments and corrected them in a manner discussed with and approved by the IRS (i.e., through the redemption of its shares for $11,766,253.50 as mentioned above in footnote 1). |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $24,686,996 | EOYBookValueAmt |
| EOYFMV | $29,046,524 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS | Description |
| Amount | $2,295,079 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADVISOR FEES | $110,659 | $110,659 |
| BANK FEE | $211 | $211 |
| PROFESSIONAL FEES | $10,237 | $10,237 |
| DALRYMPLE GLOBAL K-1 EXP | ||
| CHAMBERS ENERGY CAP K-1 EXP | $21,997 | $21,997 |
| HIGHLANDER PTNRS HCF K-1 EXP | $37,657 | $37,657 |
| IRS PENALTIES | $2,662 | |
| PERMIAN ROYALTY SEVERANCE TAX | $170 | $170 |
| PERMIAN ROYALTY ADMIN EXPENSE | $30 | $30 |
| HIGHLANDER PTRS HCF FOR TAX | $12 | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY INCOME FROM HPC HOLDINGS | $29,505 | $29,505 |
| ORDINARY INCOME FROM DALRYMPLE K-1 | ||
| OTHER INCOME Royalty (Permian) | $2,198 | $2,198 |
| Other Misc Income | $231 | $231 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FIT - 2012 | $11,736 | |
| FOREIGN TAXES | $1,212 | $1,212 |