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JACKSON-SHAW FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JACKSON-SHAW FOUNDATION (EIN 20-8287507)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-09-15
IRS object ID
201202599349100300
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

FieldValueIRS element (for citing)
Timestamp2012-09-15T15:35:46-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN202257536EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HOWARD & CO LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18350 MEADOW ROAD SUITE 286AddressLine1
CityDALLASCity
StateTXState
ZIP Code75231ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN208287507EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JACKSON-SHAW FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJACKNameControl
Phone8778295500Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14890 ALPHA ROAD SUITE 100AddressLine1
CityDALLASCity
StateTXState
ZIP Code75244ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMICHELE WHEELERName
TitleSECRETARY/TREASURERTitle
Phone8778295500Phone
Date Signed2012-09-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGARY V KROLLName
PTINP00178904PTIN
Phone2143460750Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY20305FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss30230ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses30230TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss1807OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1807TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss13000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps13000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss14807TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps13000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses15423ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY4872CashBOY
Cash EOY20305CashEOY
Cash EOYFMV20305CashEOYFMV
Total Assets BOY4872TotalAssetsBOY
Total Assets EOY20305TotalAssetsEOY
Total Assets EOYFMV20305TotalAssetsEOYFMV
Accounts Payable BOY300AccountsPayableBOY
Accounts Payable EOY310AccountsPayableEOY
Total Liabilities BOY300TotalLiabilitiesBOY
Total Liabilities EOY310TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY4572RetainedEarningsBOY
Retained Earnings EOY19995RetainedEarningsEOY
Total Net Assets BOY4572TotalNetAssetsBOY
Total Net Assets EOY19995TotalNetAssetsEOY
Total Liabilities Net Assets BOY4872TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY20305TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY4572TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses15423ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal19995Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY19995TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year133345QualifyingDistributionsYear1
Noncharitable Assets Year112501NoncharitableAssetsYear1
Distribution Ratio Year12.667387DistributionRatioYear1
Qualifying Distributions Year240263QualifyingDistributionsYear2
Noncharitable Assets Year220521NoncharitableAssetsYear2
Distribution Ratio Year21.962039DistributionRatioYear2
Qualifying Distributions Year380500QualifyingDistributionsYear3
Noncharitable Assets Year312992NoncharitableAssetsYear3
Distribution Ratio Year36.196121DistributionRatioYear3
Qualifying Distributions Year443185QualifyingDistributionsYear4
Noncharitable Assets Year42574NoncharitableAssetsYear4
Distribution Ratio Year416.777389DistributionRatioYear4
Total Distribution Ratio27.602936TotalDistributionRatio
Average Distribution Ratio6.900734AverageDistributionRatio
Net Noncharitable Assets12399NetNoncharitableAssets
Adjusted Noncharitable Assets85562AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One85562AdjNonchrtblAssetsAndOnePct
Qualifying Distributions13000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithTXStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMICHELE WHEELERBooksInCareOfPersonName
Books In Care Of Phone Number9726287400BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line14890 ALPHA ROAD SUITE 100AddressLine1
CityDALLASCity
StateTXState
ZIP Code75244ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
THOMAS AYLWARD
4890 ALPHA ROAD STE 100DALLASTX752444639DIRECTOR0.00000
JASON NUNLEY
4890 ALPHA ROAD STE 100DALLASTX752444639DIRECTOR0.00000
M JILL WARREN
4890 ALPHA ROAD STE 100DALLASTX752444639DIRECTOR0.00000
MICHELE WHEELER
4890 ALPHA ROAD STE 100DALLASTX752444639DIRECTOR0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances12588AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets12588TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets12588AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable189CashDeemedCharitable
Net Noncharitable Assets12399NetNoncharitableAssets
Minimum Investment Return620MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return620MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj620DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded620DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted620DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions13000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions13000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions13000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted620DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year443056ExcessDistriCarryoverYear4
Excess Distri Carryover Year379850ExcessDistriCarryoverYear3
Excess Distri Carryover Year239237ExcessDistriCarryoverYear2
Excess Distri Carryover Year132720ExcessDistriCarryoverYear1
Total Excess Distri Carryover194863TotalExcessDistriCarryover
Qualifying Distributions13000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year620AppliedToCurrentYear
Remaining Distri From Corpus12380RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus207243TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year207243ExcessDistriCyovToNextYear
Excess From Year443056ExcessFromYear4
Excess From Year379850ExcessFromYear3
Excess From Year239237ExcessFromYear2
Excess From Year132720ExcessFromYear1
Excess From Current Year12380ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BELTSVILLE ADELPHI BOYS & GIRLS CLUB
11705 ROBY AVENUEBELTSVILLEMD20705NONESPORTS EQUIPMENT$5,000
BOYS & GIRLS CLUB OF NE FLORIDA
1300 RIVERPLACE BLVD STE 310JACKSONVILLEFL32207NONEYOUTH OF THE YEAR SCHOLARSHIP$5,000
COMMUNITY PARTNERS OF DALLAS
8700 N STEMMONS FRWY SUITE 104DALLASTX75247NONEGENERAL OPERATIONS OF RAINBOW ROOM & HOLIDAY GIFTS$2,500
STATE FAIR OF TEXAS
PO BOX 150009DALLASTX75315NONEYOUTH LIVESTOCK AUCTION-SCHOLARSHIP$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year13000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1JACKSON SHAW COMPANYBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line14890 ALPHA ROAD STE 100AddressLine1
CityDALLASCity
StateTXState
ZIP Code75244ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions21640AggregateContributions
Person Contribution TypeXPersonContributionType

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
ACCOUNTING125000
MANAGEMENT AND GENERAL55700