AGNES CLUTHE OLIVER FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AGNES CLUTHE OLIVER FOUNDATION (EIN 75-6698030)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-12
- IRS object ID
- 201201339349300515
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-12T13:00:03-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208185533 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAVIS WOLFF LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N DALLAS PARKWAY SUITE 600 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75248 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756698030 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGNES CLUTHE OLIVER FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | BROWN BROTHERS HARRIMAN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AGNE | NameControl |
| Phone | 3025524044 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 N MARKET STREET NO 420 | AddressLine1 |
| City | WILMINGTON | City |
| State | DE | State |
| ZIP Code | 19801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN F AMBROSINE | Name |
| Title | ASSISTANT VICE PRESIDENT | Title |
| Phone | 3025524040 | Phone |
| Date Signed | 2012-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLOTTE JONES WEEKS | Name |
| PTIN | P01439273 | PTIN |
| Phone | 9726611843 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KAREN F AMBROSINE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 N MARKET STREET NO 420 | AddressLine1 |
| City | WILMINGTON | City |
| State | DE | State |
| ZIP Code | 19801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 711130 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | SUPPORTING ORGANIZATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 2 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 798 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 180971 | InvestmentIncomePriorYear |
| Investment Income Current Year | 212668 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 80114 | OtherRevenuePriorYear |
| Other Revenue Current Year | 87995 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 261085 | TotalRevenuePriorYear |
| Total Revenue Current Year | 300663 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 145000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 130000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 34432 | OtherExpensePriorYear |
| Other Expenses Current Year | 42445 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 179432 | TotalExpensesPriorYear |
| Total Expenses Current Year | 172445 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 81653 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 128218 | RevenuesLessExpensesCY |
| Total Assets BOY | 3023461 | TotalAssetsBOY |
| Total Assets EOY | 3060570 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3023461 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3060570 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SUPPORT THE ACTIVITIES OF THE CHARITABLE ORGANIZATIONS LISTED ON SCHEDULE A. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Grants | 130000 | Grants |
| Description | THE FOUNDATION WAS ORGANIZED TO SUPPORT THE ACTIVITIES OF THE CHARITABLE ORGANIZATIONS LISTED ON SCHEDULE A. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 130000 | Expense |
| Grants | 130000 | Grants |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 130000 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 130000 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 130000 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 2 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN TRUST CO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3025524040 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 N MARKET STREET SUITE 420 | AddressLine1 |
| City | WILMINGTON | City |
| State | DE | State |
| ZIP Code | 19801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BROWN BROTHERS HARRIMAN TR CO | NamePerson |
| Title | TRUSTEE | Title |
| Average Hours Per Week | 5.00 | AverageHoursPerWeek |
| Institutional Trustee | X | InstitutionalTrustee |
| Reportable Comp From Organization | 0 | ReportableCompFromOrganization |
| Reportable Comp From Related Orgs | 0 | ReportableCompFromRelatedOrgs |
| Other Compensation | 0 | OtherCompensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53645 | TotalRevenueColumn |
| Exclusion | $53,645 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 87197 | TotalRevenueColumn |
| Exclusion | $87,197 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 569490 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 410467 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 159023 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 159023 | TotalRevenueColumn |
| Exclusion | $159,023 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 798 | TotalRevenueColumn |
| Unrelated Business Revenue | 798 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 798 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 300663 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 798 | UnrelatedBusinessRevenue |
| Exclusion | $299,865 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130000 | Total |
| Program Services | 130000 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4095 | Total |
| Management And General | 4095 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36472 | Total |
| Management And General | 36472 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| FOREIGN TAX WITHHELD | 1866 | 1866 |
| ADR FEES | 12 | 12 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172445 | Total |
| Program Services | 130000 | ProgramServices |
| Management And General | 42445 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16891 | BOY |
| EOY | 246832 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2371137 | BOY |
| EOY | 2043567 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 610490 | BOY |
| EOY | 745228 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24943 | BOY |
| EOY | 24943 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3023461 | BOY |
| EOY | 3060570 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3023461 | BOY |
| EOY | 3060570 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3023461 | BOY |
| EOY | 3060570 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3023461 | BOY |
| EOY | 3060570 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 128218 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -91109 | ReconcilationOtherChanges |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Other | X | SupportingOrg509a3Type3Other |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (17 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN | |||||
| 750818178 | 501(C)(3) | 0 | 1 | 1 | $9,000 |
| THE SALVATION ARMY | |||||
| 580660607 | 501(C)(3) | 0 | 1 | 1 | $7,500 |
| CARTER BLOOD CARE | |||||
| 751035606 | 501(C)(3) | 1 | 1 | 1 | $5,000 |
| EASTER SEALS OF GREATER DALLAS | |||||
| 750827419 | 501(C)(3) | 1 | 1 | 1 | $7,500 |
| SPECIAL CAMPS FOR SPECIAL KIDS (FORMERLY CAMP JOHN MARC) | |||||
| 752205242 | 501(C)(3) | 1 | 1 | 1 | $7,500 |
| NORTHPARK PRESBYTERIAN CHURCH | |||||
| 750818151 | 501(C)(3) | 1 | 1 | 1 | $7,000 |
| HIGHLAND PARK PRESBYTERIAN CHURCH FOUNDATION | |||||
| 876129427 | 501(C)(3) | 1 | 1 | 1 | $10,000 |
| DALLAS ARBORETUM & BOTANICAL SOCIETY | |||||
| 237375815 | 501(C)(3) | 1 | 1 | 1 | $6,500 |
| AMERICAN CANCER SOCIETY | |||||
| 741185665 | 501(C)(3) | 1 | 1 | 1 | $8,500 |
| STOREY LANE INDEPENDENT LIVING INC | |||||
| 752458006 | 501(C)(3) | 1 | 1 | 1 | $12,500 |
| DALLAS COUNTY MEDICAL SOCIETY ALLIANCE--EDITH CAVELL NURSING SCHOLARSHIP FD | |||||
| 756054499 | 501(C)(3) | 1 | 1 | 1 | $6,500 |
| FAMILY PLACE INC | |||||
| 751590896 | 501(C)(3) | 1 | 1 | 1 | $8,500 |
| BRIDGE BREAST CENTER | |||||
| 752436606 | 501(C)(3) | 1 | 1 | 1 | $8,500 |
| BIG THOUGHT | |||||
| 752170035 | 501(C)(3) | 1 | 1 | 1 | $10,000 |
| ALZHEIMER'S ASSOCIATION | |||||
| 752041194 | 501(C)(3) | 1 | 1 | 1 | $5,000 |
| JUNIOR LEAGUE OF DALLAS | |||||
| 751004680 | 501(C)(3) | 0 | 1 | 1 | $5,500 |
| BAYLOR HEALTH CARE FOUNDATION | |||||
| 751606705 | 501(C)(3) | 0 | 1 | 1 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 17 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 130000 | SumOfAmounts |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BBH BROAD MARKET FUND CL N | 573109 | F |
| BBH INTERNATIONAL EQUITY FUND CL | 172119 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 745228 | TotalOfBookValueSecurities |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| STOREY LANE INDEPENDENT LIVING INC | ||||||||
| 10514 PAGEWOOD DRIVE | DALLAS | TX | 75230 | 752458006 | 501(C)(3) | 12500 | PROGRAM SERVICES | |
| HIGHLAND PARK PRESBYTERIAN CHURCH FOUNDATION | ||||||||
| 3821 UNIVERSITY BOULEVARD | DALLAS | TX | 75218 | 876129427 | 501(C)(3) | 10000 | PROGRAM SERVICES | |
| BIG THOUGHT | ||||||||
| 2501 OAK LAWN AVENUE SUITE 550 | DALLAS | TX | 75219 | 752170035 | 501(C)(3) | 10000 | PROGRAM SERVICES | LB-42 |
| BRIDGE BREAST CENTER INC | ||||||||
| 3600 GASTON AVENUE 401 | DALLAS | TX | 75246 | 752436606 | 501(C)(3) | 8500 | PROGRAM SERVICES | |
| FAMILY PLACE INC | ||||||||
| 4300 MACARTHUR AVENUE SUITE 100 | DALLAS | TX | 75209 | 751590896 | 501(C)(3) | 8500 | PROGRAM SERVICES | |
| SPECIAL CAMPS FOR SPECIAL KIDS (FORMERLY CAMP JOHN MARC) | ||||||||
| 2824 SWISS AVENUE | DALLAS | TX | 75204 | 752205242 | 501(C)(3) | 7500 | PROGRAM SERVICES | |
| THE SALVATION ARMY | ||||||||
| PO BOX 36006 | DALLAS | TX | 75235 | 580660607 | 501(C)(3) | 7500 | PROGRAM SERVICES | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1599 CLIFTON ROAD NE | ATLANTA | GA | 30329 | 741185665 | 501(C)(3) | 8500 | PROGRAM SERVICES | |
| EASTER SEALS OF GREATER DALLAS | ||||||||
| 4443 NORTH JOSEY LANE SUITE 100 | CARROLLTON | TX | 75010 | 750827419 | 501(C)(3) | 7500 | PROGRAM SERVICES | |
| EDITH CAVELL NURSING SCHOLARSHIP FD | ||||||||
| 5500 SWISS AVENUE | DALLAS | TX | 75219 | 756054499 | 501(C)(3) | 6500 | PROGRAM SERVICES | |
| SCOTTISH RITE HOSPITAL | ||||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | 750818178 | 501(C)(3) | 9000 | PROGRAM SERVICES | |
| CARTER BLOOD CARE | ||||||||
| 2205 HIGHWAY 121 | BEDFORD | TX | 76021 | 751035606 | 501(C)(3) | 5000 | PROGRAM SERVICES | |
| DALLAS ARBORETUM & BOTANICAL SOCIETY | ||||||||
| 8617 GARLAND ROAD | DALLAS | TX | 75218 | 237375815 | 501(C)(3) | 6500 | PROGRAM SERVICES | |
| NORTH PARK PRESBYTERIAN CHURCH | ||||||||
| 9555 N CENTRAL EXPY | DALLAS | TX | 75231 | 750818151 | 501(C)(3) | 7000 | PROGRAM SERVICES | |
| ALZHEIMER'S ASSOCIATION GREATER DALLAS | ||||||||
| 4144 N CENTRAL EXPY 750 | DALLAS | TX | 75204 | 752041194 | 501(C)(3) | 5000 | PROGRAM SERVICES | |
| JUNIOR LEAGUE OF DALLAS | ||||||||
| 7730 MEADOW PARK DRIVE 221 | DALLAS | TX | 75230 | 751004680 | 501(C)(3) | 5500 | PROGRAM SERVICES | |
| BAYLOR HEALTH CARE FOUNDATION | ||||||||
| 3600 GASTON AVENUE 100 | DALLAS | TX | 75246 | 751606705 | 501(C)(3) | 5000 | PROGRAM SERVICES | |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | TRUSTEE REVIEWS FORM 990 PRIOR TO PRESENTATION TO BOARD. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST | |
| FORM 990, PART XI, LINE 5: | BOOK/TAX ADJUSTMENTS -91,109. TOTAL TO FORM 990, PART XI, LINE 5: -91,109. | CHANGES IN NET ASSETS OR FUND BALANCES: |