PERRY FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PERRY FAMILY FOUNDATION (EIN 26-3584109)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-31
- IRS object ID
- 202600909349101000
- Schema version
- 2025v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-31T14:38:55-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752393478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITLEY PENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 TAYLOR STREET SUITE 2200 | AddressLine1Txt |
| City | FT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263584109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERR | BusinessNameControlTxt |
| Phone | 8172599112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5755 CLEARFORK MAIN ST 1211 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAINE PERRY | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 9404454959 | PhoneNum |
| Signature | 2026-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY LANDRY | PreparerPersonNm |
| PTIN | P01614538 | PTIN |
| Phone | 8172599100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,573,197 | 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 | $98,855 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $67,176 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,176 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $263,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,149,592 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $263,520 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $429,551 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $330,696 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,785 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,785 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,316 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,201 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $345,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $345,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $387,273 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,201 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $348,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,495 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $355,553 | CashBOYAmt |
| Cash EOY | $172,430 | CashEOYAmt |
| Cash EOYFMV | $172,430 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,274,879 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,461,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,400,767 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,630,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,633,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,573,197 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$88,464 | CapitalStockBOYAmt |
| Capital Stock EOY | -$88,464 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,718,896 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,722,113 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,630,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,633,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,630,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,633,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,630,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,672,710 | SubtotalAmt |
| Other Decreases | $39,061 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,633,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BNY | 2024-01-01 | 2025-12-31 | $1,100,365 | $837,191 | $263,174 | $263,174 |
| BNY | 2025-01-01 | 2025-12-31 | $49,227 | $48,881 | $346 | $346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $263,520 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,135 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,135 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,135 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,015 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUE WIGGS | IndividualWithBooksNm |
| Phone | 9404454973 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5755 CLEARFORK MAIN STREET APT 1211 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAINE PERRY | ||||||||
| 5755 CLEARFORK MAIN ST APT 1211 | FORT WORTH | TX | 76109 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BISHOP RYAN REED | ||||||||
| 2900 ALEMEDA ST | FORT WORTH | TX | 76108 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUE WIGGS | ||||||||
| 5000 BLUE SAGE RD | FORT WORTH | TX | 76132 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,912,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,123,597 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,123,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,061,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,135 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,135 | TotalTaxAmt |
| Distributable Before Adj | $198,952 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $198,952 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $198,952 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $348,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $348,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,952 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,401 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $348,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,401 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $198,952 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $108,747 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $108,747 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $108,747 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $108,747 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAINE PERRY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EPISCOPAL DIOCESE OF FORT WORTH | |||||||
| 2900 ALEMEDA ST | FORT WORTH | TX | 76108 | N/A | PC | GENERAL SUPPORT | $150,000 |
| THE ANGLICAN DIOCESE OF FORT WORTH | |||||||
| 1920 PENTICOST S | FORT WORTH | TX | 76107 | N/A | PC | GENERAL SUPPORT | $70,000 |
| ANGLICAN RELIEF AND DEVELOPMENT FUND | |||||||
| PO BOX 247 | AMBRIDGE | PA | 15003 | N/A | PC | GENERAL SUPPORT | $55,000 |
| SAINT ALBAN'S EPISCOPAL CHURCH | |||||||
| 911 S DAVIS DRIVE | ARLINGTON | TX | 76013 | N/A | PC | GENERAL SUPPORT | $20,000 |
| SAINT LUKE EPISCOPAL CHURCH | |||||||
| PO BOX 759 | MINERAL WELLS | TX | 76068 | N/A | PC | GENERAL SUPPORT | $20,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | FORT WORTH | NY | 10306 | N/A | PC | GENERAL SUPPORT | $5,000 |
| UNITED COMMUNITY MINISTRIES THRIFT CENTER (UCMTC) | |||||||
| 1316 HEMPHILL ST | FORT WORTH | TX | 76104 | N/A | PC | GENERAL SUPPORT | $5,000 |
| HUMANE SOCIETY OF NORTH TEXAS | |||||||
| 1840 E LANCASTER AVENUE | FORT WORTH | TX | 76103 | N/A | PC | GENERAL SUPPORT | $5,000 |
| TARRANT AREA FOOD BANK | |||||||
| 2525 CULLEN ST | FORT WORTH | TX | 76107 | N/A | PC | GENERAL SUPPORT | $5,000 |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS | |||||||
| PO BOX 96105 | WASHINGTON | DC | 200903584 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SOUND OF FREEDOM FOUNDATION | |||||||
| PO BOX 645354 | PITTSBURGH | PA | 152645334 | N/A | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $345,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $263,520 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $330,696 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $330,696 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LAINE PERRY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5755 CLEARFORK MAIN ST 1211 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $98,855 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 145 SHARES OF SPDR S&P 500 ETF | NoncashPropertyDesc |
| Fair Market Value | $98,855 | FairMarketValueAmt |
| Received | 2025-12-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,200 | Amt |
| Net Investment Income | $3,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $25,107 | $28,817 |
| ADOBE INC | $24,509 | $24,499 |
| ADVANCED MICRO DEVIC | $32,760 | $89,519 |
| ALPHABET INC. | $65,756 | $234,750 |
| AMAZON.COM INC | $105,968 | $173,346 |
| AMERICAN EXPRESS CO | $14,115 | $64,001 |
| APPLE INC | $66,852 | $221,022 |
| BANK AMERICA CORP | $34,121 | $60,115 |
| BLACKROCK INC | $26,261 | $37,462 |
| BOEING CO | $21,385 | $21,929 |
| BOOKING HOLDINGS INC | $25,493 | $53,553 |
| BROADCOM INC | $31,920 | $169,589 |
| CATERPILLAR INC | $33,099 | $101,971 |
| CHEVRON CORP | $49,997 | $59,440 |
| CITIGROUP INC | $34,640 | $80,633 |
| CONOCOPHILLIPS | $7,735 | $15,446 |
| COSTCO WHOLESALE CO | $15,575 | $41,392 |
| CSX CORP | $13,089 | $17,074 |
| CUMMINS INC | $20,193 | $42,367 |
| DANAHER CORP | $19,030 | $22,205 |
| EDWARDS LIFESCIENCES | $3,581 | $4,092 |
| EXXON MOBIL CORP STOCK | $78,211 | $153,313 |
| FORD MOTOR CO | $15,325 | $13,107 |
| FREEPORT-MCMORAN INC | $32,356 | $59,374 |
| GOLDMAN SACHS GROUP | $22,729 | $74,715 |
| HOME DEPOT INC | $51,144 | $64,003 |
| ILLINOIS TOOL WORKS | $15,736 | $19,211 |
| INTUIT INC | $28,410 | $29,146 |
| INTUITIVE SURGICAL | $3,592 | $11,894 |
| ISHARES TR S & P MIDCAP 400 INDEX FD | $209,218 | $227,700 |
| JOHNSON & JOHNSON | $25,278 | $29,594 |
| JOHNSON CONTROLS INTER F | $35,763 | $68,856 |
| JPMORGAN CHASE & CO | $23,573 | $57,033 |
| LAM RESEARCH CORP | $22,163 | $75,319 |
| LAS VEGAS SANDS CORP | $23,881 | $26,427 |
| ELI LILLY & CO | $16,926 | $118,215 |
| MASTERCARD INC | $19,959 | $38,820 |
| MERCK & CO. INC. | $19,885 | $27,157 |
| MICROSOFT CORP | $72,906 | $174,103 |
| MORGAN STANLEY | $24,282 | $50,951 |
| NETFLIX INC | $36,044 | $74,070 |
| NVIDIA CORP | $23,917 | $210,559 |
| ORACLE CORP | $15,074 | $47,753 |
| SALESFORCE COM | $38,566 | $56,956 |
| SCHWAB CHARLES CORP NEW | $26,334 | $35,368 |
| SERVICE NOW INC | $19,111 | $21,447 |
| STARBUCKS CORP | $17,650 | $17,684 |
| STRYKER CORP | $24,682 | $37,959 |
| THE PROCTER & GAMBLE COMPANY | $50,122 | $46,862 |
| THERMO FISHER SCNTFC | $26,181 | $36,505 |
| UNION PACIFIC CORP | $26,697 | $32,153 |
| UNITEDHEALTH GRP INC | $25,432 | $17,496 |
| VISA INC | $25,780 | $54,711 |
| WALMART INC | $40,996 | $95,590 |
| SPDR S&P 500 ETF TRUST | $59,897 | $98,878 |
| PRINCIPAL MIDCAP FUND | $115,000 | $105,790 |
| FULLERTHALER BEHAVIORAL SMALL-CAP | $40,000 | $46,675 |
| NEUBERGER INTRINSIC VALUE FUND | $50,000 | $49,434 |
| CAUSEWAY INTL VALUE FD INST | $100,000 | $107,897 |
| FIDELITY INTERNATIONAL SMALL CAP | $45,000 | $45,257 |
| ISHARES CORE MSCI EAFE ETF | $242,213 | $279,563 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $39,061 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGER FEES | CategoryTxt |
| Amt | $28,785 | Amt |
| Net Investment Income | $28,785 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,316 | $1,316 | $0 |
| EXCISE TAX | $5,972 | $0 | $0 |