2014-11-14T15:14:59-06:00 2013-12-31 MONTGOMERY COSCIA GREILICH LLP 2500 DALLAS PARKWAY SUITE 300 PLANO TX 75093 990PF 2013-01-01 201225862 HIRSCH FAMILY FOUNDATION % MIKE NICOLAIS HIRS 2142455000 300 Crescent Court Suite 550 Suite DALLAS TX 75201 CHRIS MCRORIE officer 2142455000 2014-11-14 true STEVEN M ADAMS P00746628 2142455000 2013 2015-12-30 17:16:21Z X X 32828232 X 0 X 821 821 1097692 1097692 12230259 18703106 12230259 31934 31934 13360706 13360706 106000 106000 43966 43966 12948 1212 330 330 183635 180973 346879 226481 106000 3169783 3169783 3516662 226481 3275783 9844044 13134225 3971959 3781708 3781708 16947780 24686996 29046524 20919739 28468704 32828232 0 0 0 X 20919739 28468704 20919739 28468704 20919739 28468704 20919739 9844044 30763783 2295079 28468704 REGAN SW SECURITIES P 2604921 2328196 276725 276725 REGAN SW SECURITIES P 260256 156200 104056 104056 FORHEALTH TECHNOLOGIES P 2006-07-24 2013-12-31 250000 -250000 -250000 PIONEER SURGICAL P 2011-01-01 2013-07-16 2175924 1210237 965687 965687 PCI P 2011-01-01 2013-04-30 11766254 919106 10847148 10847148 EAGLE HOSPITAL PHYSICIANS P 2010-08-06 2013-07-16 475000 -475000 -475000 FIDELITY 3586 P 2011-10-06 2013-09-03 125100 135874 -10774 -10774 FIDELITY 4515 -TOOTSIE ROLL P 2013-04-08 2013-04-08 4 4 4 FIDELITY 4515 2013-06-10 175938 157788 18150 18150 REGAN SW SECURITIES RETURN OF CAPITAL 651509 651509 HIGHLANDER PTRS HCF TAX LOSS 2010-01-01 2013-12-31 188937 -188937 -188937 CAPITAL GAIN DIVIDENDS P 1160 12230259 false 2548730 31440363 0.081066 2388000 28101449 0.084978 2187700 25863642 0.084586 2032352 20521485 0.099035 2157759 17024919 0.126741 0.476406 0.095281 32154716 3063733 131342 3195075 3275783 X 131342 131342 131342 134000 134000 313 2345 2345 false false false false false true true false true true TX true false false false false true MIKE NICOLAIS 2142455000 300 CRESCENT COURT SUITE 550 DALLAS TX 75201 false false false false true false false false true false true true false false false false false false false false false false 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 106000 BRADFORD HIRSCH 300 Crescent Court Suite 550 DALLAS TX 75201 DIRECTOR 2.0 0 N/A 28767548 3876834 0 32644382 0 32644382 489666 32154716 1607736 1607736 131342 131342 1476394 1476394 1476394 3275783 0 0 0 0 3275783 131342 3144441 1476394 0 2011 2010 2009 0 2157759 1011662 931686 1111949 990661 6203717 3275783 0 1476394 1799389 8003106 0 0 0 0 2157759 5845347 1011662 931686 1111949 990661 1799389 LAURENCE HIRSCH SUSAN HIRSCH RACHEL GALLINI 300 Crescent Court Suite 550 DALLAS TX 75201 2142455000 REQUESTS FOR DONATIONS SHOULD BE REQUESTED IN A LETTER THAT SHOULD INCLUDE THE PURPOSE FOR THE DONATION, NAME, ADDRESS AND PHONE NUMBER. NONE NONE BOYS & GIRLS CLUBS OF AMERICA 1275 PEACHTREE ST NE ATLANTA GA 30309 NONE PC CREATES GREAT FUTURES FOR OUR NATION'S YOUNG PEOPLE 50000 CENTER FOR EUROPEAN POLICY ANALYSIS 1225 19TH STREET NW SUITE 450 WASHINGTON DC 20036 NONE PC FORUM FOR SCHOLARLY RESEARCH 650000 COMMUNITIES IN SCHOOLS DALLAS REGION INC 8700 N STEMMONS FWY SUITE 125 DALLAS TX 75247 NONE PC ACADEMIC SERVICES TO STRUGGLING SCHOOLCHILDREN 60000 DALLAS CHILDREN'S ADVOCACY CENTER 3611 SWISS AVENUE DALLAS TX 75204 NONE PC CHILD ABUSE VICTIMS IN DALLAS COUNTY 100000 DALLAS HERITAGE VILLAGE AT OLD CITY PARK 1515 S HARWOOD DALLAS TX 75215 NONE PC GONE TO TEXAS--SUPPORTS CHILDREN PARTICIPATING IN SCHOOL PROGRAMS 5000 GEORGIA O'KEEFFE MUSEUM 217 JOHNSON STREET SANTA FE NM 87501 NONE PC AMERICA'S ARTISTIC HERITAGE, SCHOLARSHIP, OUTREACH PROGRAMS 150000 LIFT 800 7TH STREET NW SUITE 300 WASHINGTON DC 20001 NONE PC CONTRIBUTION 400000 NATIONAL CENTER FOR LEARNING DISABILITIES 381 PARK AVENUE SO SUITE 1401 NEW YORK NY 10016 NONE PC EDUCATIONAL SERVICES 100000 NORTH TEXAS FOOD BANK 4500 S COCKRELL HILL ROAD DALLAS TX 75236 NONE PC HUNGER RELIEF 55000 PLANNED PARENTHOOD OF NORTH TEXAS 7424 GREENVILLE AVE SUITE 206 DALLAS TX 75231 NONE PC SEXUAL AND REPODUCTIVE HEALTH CARE ADVOCATE 10000 STATE FAIR OF TEXAS PO BOX 150009 DALLAS TX 75315 NONE PC LIVESTOCK DONATION 5000 THE KENNEDY CENTER PO BOX 101510 ARLINGTON VA 22210 NONE PC CONTRIBUTION 100000 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 26000 TROSA 1820 JAMES STREET DURHAM NC 27707 NONE PC RESIDENTIAL SUBSTANCE ABUSE RECOVERY PROGRAM 100000 VICKERY MEADOW LEARNING CENTER 6329 RIDGECREST DALLAS TX 75231 NONE PC EARLY CHILDHOOD EDUCAION PROGRAMS 65000 VOGEL ALCOVE 7557 RAMBLER ROAD SUITE 262 DALLAS TX 75231 NONE PC AMBASSADORS OF HOPE AWARDS LUNCHEON 24484 JEWISH FEDERATION OF TEXAS 100 SOUTH HOUSTON STREET DALLAS TX 75202 NONE PC CREATE A STONG IMPACT LOCALLY AND AROUND THE WORLD 25000 ST JUDES CHILDRENS HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC RESEARCH AND MEDICAL ADVANCEMENT 5000 East Durham Childrens Initiative 107 N Driver St 3rd Floor DURHAM NC 27703 NONE PC Cradle to College Services 100000 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 25000 TEMPLE EMANU-EL 8500 HILLCREST ROAD DALLAS TX 75225 NONE PC SUPPORT REFORM JEWISH CONGREGATION 200000 DALLAS CASA 2815 GASTON AVE DALLAS TX 75226 NONE PC ADVOCATES BEST INTEREST OF ABUSED AND NEGLECTED CHILDREN 5000 SALESMANSHIP CLUB CHARITABLE GOLF OF DALLAS INC 106 E TENTH STREET DALLAS TX 75203 NONE PC HELP WITH AT-RISK AND TROUBLED YOUTH 10000 The Dallas Foundation 3963 Maple Avenue Suite 390 Dallas TX 75219 NONE PC Communities Foundation support link between donors and nonprofits in North Texas 50000 DALLAS SUMMER MUSICALS INC MUSIC HALL AT FAIR PARK PO BOX 710336 DALLAS TX 753710336 NONE PC SUPPORT FOR THE ARTS 5000 THE SANTA FE OPERA PO BOX 2408 SANTA FE NM 875042408 NONE PC SUPPORT FOR THE ARTS 10000 TRUSTEES OF UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET 433 FRANKLIN BUILDING PHILADELPHIA PA 191046205 NONE PC CONTRIBUTION to Gazette 100 VILLANOVA UNIVERSITY Law School 800 LANCASTER AVENUE VILLANOVA PA 19085 NONE PC LAW ANNUAL FUND 50000 Advisory Board to Booker T Washington High School 2501 Flora St Dallas TX 75201 NONE PC support Arts Magnet School 2000 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 2699 Dallas Area Jewish Historical Society 7900 Northaven DALLAS TX 75230 NONE PC preserve and protect documents and materials available to Dallas Jewish community 1000 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 25000 UT SOUTHWESTERN Foundation PO BOX 910888 DALLAS TX 75391 NONE PC RESEARCH AND MEDICAL ADVANCEMENT 200000 St Philips COmmunity School 1600 PENNSYLVANIA AVE Dallas TX 75215 NONE PC Support school for children in low income neighborhood in Dallas 1000 The Hun School Princeton 176 Edgerstoune Rd Princeton NJ 08540 None PC Promote education 5000 Be The Match Foundation 3001 Broadway St NE Minneapolis MN 554131753 None PC Assist and support Transplant patients 11500 Robin Hood Foundation 826 Broadway 9th Floor New York NY 10003 NONE PC Assist Hurricane Sandy VIctims 50000 david Nathan Myerson Fdn 4441 Buena Vista St Dallas TX 75205 None PC Aid to Homeless teens 1000 Wilkinson Center 4144 N Central Expressway DAllas TX 75204 NOne PC Assist those in poverty 80000 NOLS 284 Lincoln St Lander WY 825202848 NOne PC Promotes outdoor leadership 50000 SAIS - the Next Generation 5901 Peachtree Dunwoody Rd NE Suite B200 Atlanta GA 30328 NOne PC Strengthen and support southern independent schools 200000 Smithsonian 1000 Jefferson Dr SW Washington DC 20017 NOne PC Promote Education and knowledge 110000 National Center for Policy Analysis 14180 Dallas Parkway Dallas TX 75254 NOne PC Support Nonpartisan public policy research 10000 Rockwood Drug Free Coalition 111 East North St Eureka MO 63025 NOne PC Memorial Michael Heney 1000 The Rise School 5923 Royal Lance DAllas TX 75230 NOne PC Support education services for children with Down Syndrome or other developmental disabilities 10000 Capital Area Food Bank 4900 Purto Rico Ave NE Washington DC 20017 None PC Support feeding the hungry in DC area 5000 Executives in Action 4385 Sunbelt Dr Addison TX 75001 None PC Align business leaders with nonprofits in order to help operate more efficiently 5000 The Cooper Institute 12230 Preston Rd Dallas TX 75230 None PC Support research of preventative medicine and public health 10000 The Autism Foundation 3905 Ford Rd suite 6 Philadelphia PA 19131 NOne PC support for improving the quality of life for those with autism 2500 Anti defamation League 12800 Hillcrest Ave Dallas TX 75230 NOne PC promote secure and fair treatment of all citizens 1000 3169783 14 357572 14 740941 18 12230259 PASS-THROUGH FROM PARTNERSHIP INVESTMENTS 310000 29505 15 2198 29505 13331201 13360706 false false false false false false false false false false 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). SECURITIES 24686996 29046524 UNREALIZED LOSS 2295079 ADVISOR FEES 110659 110659 BANK FEE 211 211 PROFESSIONAL FEES 10237 10237 DALRYMPLE GLOBAL K-1 EXP CHAMBERS ENERGY CAP K-1 EXP 21997 21997 HIGHLANDER PTNRS HCF K-1 EXP 37657 37657 IRS PENALTIES 2662 PERMIAN ROYALTY SEVERANCE TAX 170 170 PERMIAN ROYALTY ADMIN EXPENSE 30 30 HIGHLANDER PTRS HCF FOR TAX 12 12 ORDINARY INCOME FROM HPC HOLDINGS 29505 29505 ORDINARY INCOME FROM DALRYMPLE K-1 OTHER INCOME Royalty (Permian) 2198 2198 Other Misc Income 231 231 PAYROLL LIABILITIES 0 FIT - 2012 11736 FOREIGN TAXES 1212 1212