TURNINGPOINT FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TURNINGPOINT FOUNDATION (EIN 20-3979782)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202601249349104715
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T17:52:47-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evelyn H Moses CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3602 Bryn Mawr Dr | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 203979782 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TurningPoint Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TURN | BusinessNameControlTxt |
| Phone | 2146967182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6125 Luther Lane 244 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Molly L Byrne | PersonNm |
| Person Title | Pres/Director | PersonTitleTxt |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evelyn H Moses | PreparerPersonNm |
| PTIN | P01400635 | PTIN |
| Phone | 2143612323 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $34,989,323 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,418 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,418 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $408,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $408,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,151,660 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,382,908 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,151,660 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $222,676 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $222,676 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,794,603 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,794,603 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,069 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,069 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $183,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $183,684 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $840 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $840 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $51,880 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,880 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $105 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $243,278 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $189,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,919 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,860,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,860,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,103,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $189,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,863,919 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,691,325 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,605,244 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $298,652 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $674,364 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $674,364 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $250,000 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $14,934,404 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,317,634 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,390,424 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,598,282 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,453,811 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,847,765 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $76,770 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $76,770 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,081,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,522,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,989,323 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $250,084 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $250,084 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $22,831,254 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,522,579 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,831,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,522,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,081,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,522,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,831,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,691,325 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,522,579 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,522,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| publicly traded securities | P | 2001-01-01 | 2025-12-31 | $14,380,721 | $10,231,248 | $4,149,473 | $4,149,473 |
| long-term capital gain dist. | P | 2001-01-01 | 2025-12-31 | $2,187 | $2,187 | $2,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,151,660 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,013 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $64,013 | SubtotalAmt |
| Tax Based On Investment Income | $64,013 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,307 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $50,307 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $632 | EsPenaltyAmt |
| Tax Due | $14,338 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Molly Byrne | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143612323 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6125 Luther Lane 244 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Molly L Byrne | ||||||
| 6125 Luther Lane Suite 244 | Dallas | TX | 75225 | Pres/Director | 2.00 | $0 |
| Robert Byrne | ||||||
| 6125 Luther Lane Suite 244 | Dallas | TX | 75225 | Treas/Director | 1.00 | $0 |
| Trevor Colhoun | ||||||
| 6125 Luther Lane Suite 244 | Dallas | TX | 75225 | Sec/Director | 1.00 | $0 |
| Ian Colhoun | ||||||
| 6125 Luther Lane Suite 244 | Dallas | TX | 75225 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merrill Lynch | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13355 Noel Road 7th Floor | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment mgmt. | ServiceTypeTxt |
| Compensation | $183,684 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,482,651 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $426,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,335,942 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,245,441 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $33,245,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $498,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,746,759 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,637,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,637,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,013 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,013 | TotalTaxAmt |
| Distributable Before Adj | $1,573,325 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,573,325 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,573,325 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,863,919 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,863,919 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,573,325 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,134,588 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,863,919 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,134,588 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $729,331 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $843,994 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Molly L Byrne | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Babson College | |||||||
| 231 Forrest Street | Babson Park | MA | 02457 | N/A | PC | Scholarship support | $5,000 |
| The Bridge Homeless Recovery Center | |||||||
| 1818 Corsicana Street | Dallas | TX | 75201 | N/A | PC | General operating support | $25,000 |
| Collaborative Alliance Parents Teachers | |||||||
| 6050 Calmfield Avenue | Agoura Hills | CA | 91301 | N/A | PC | Las Virgenes Unified School District | $30,000 |
| Compass Family Services | |||||||
| 37 Grove Street | San Francisco | CA | 94102 | N/A | PC | General operating support | $10,000 |
| Dallas Museum of Art | |||||||
| 1717 N Harwood Street | Dallas | TX | 75201 | N/A | PC | Towards The Museum Redesign Capital Project ($200,000) and The Frida Khalo Exhibit ($50,000) | $250,000 |
| Every Five Minutes | |||||||
| 42 Tomac Avenue | Old Greenwich | CT | 06870 | N/A | PC | General operating support | $25,000 |
| Family Centers of Greenwich | |||||||
| 40 Arch Street | Greenwich | CT | 06830 | N/A | PC | Support for The Bob Arnold Fund | $500,000 |
| KIPP Public Schools Northern Califo | |||||||
| 1000 Broadway Suite 460 | Oakland | CA | 94607 | N/A | PC | General operating support | $25,000 |
| Millbrook School | |||||||
| 131 Millbrook School Road | Millbrook | NY | 12545 | N/A | PC | 2025 Annual Fund | $25,000 |
| Perot Museum of Nature and Science | |||||||
| 2201 N Field Street | Dallas | TX | 75201 | N/A | PC | Towards the TECH Truck-STEM | $10,000 |
| Planned Parenthood of Greater Texas | |||||||
| 7024 Greenville Avenue | Dallas | TX | 75231 | N/A | PC | General operating support | $50,000 |
| Resource Center | |||||||
| P O Box 190869 | Dallas | TX | 75219 | N/A | PC | Towards the new medical and dental clinic | $125,000 |
| Smithsonian National Postal Museum | |||||||
| 2 Massachusettes Avenue NE | Wachington | DC | 20002 | N/A | PC | Towards Artist in Residence Program | $50,000 |
| Son of a Saint | |||||||
| P O Box 19205 | New Orleans | LA | 70119 | N/A | PC | General operating support | $5,000 |
| Suffield Academy | |||||||
| 185 N Main Street | Suffield | CT | 06078 | N/A | PC | Towards the General Scholarship Fund | $15,000 |
| The Stewpot-First Presbyterian Chur | |||||||
| 1835 Young Street | Dallas | TX | 75201 | N/A | PC | Towards Soup's On matching grant | $50,000 |
| TITASDANCE UNBOUND | |||||||
| 700 N Pearl St Suite 1800 | Dallas | TX | 75201 | N/A | PC | General operating support | $10,000 |
| Torres Foundation | |||||||
| 2188 Elm Falls Pl | Mesquite | TX | 75181 | N/A | PC | Organizational expenses, scholarships and financial assistance for fees, uniforms and baseball equipment for families in need | $25,000 |
| Transform 1012 N Main Street | |||||||
| 1617 Park Place Avenue Ste 110-2 | Fort Worth | TX | 76110 | N/A | PC | Towards capacity building for hiring development and finance staff | $50,000 |
| Trinity Park Conservancy | |||||||
| 305 W Commerce St Ste 105 | Dallas | TX | 75208 | N/A | PC | Towards construction of the Harold Simmons Park | $500,000 |
| Visiting Nurse Association of Texas | |||||||
| 1420 W Mockingbird Lane Suite 700 | Dallas | TX | 75247 | N/A | PC | Meals on Wheels general operating support | $50,000 |
| Woven Health Clinic | |||||||
| 1 Medical Parkway Ste 149 | Farmers Branch | TX | 75234 | N/A | PC | General operating support | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,860,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,418 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $408,849 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,151,660 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other investment income | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222,676 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,794,603 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,794,603 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation services | CategoryTxt |
| Amt | $5,700 | Amt |
| Net Investment Income | $2,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Merrill Lynch statement corporate stocks | StockNm |
| EOY Book Value | $16,317,634 | EOYBookValueAmt |
| EOYFMV | $25,390,424 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Symetra Income Edge | AT COST | $2,416,939 | $2,499,600 |
| Merrill Lynch statement mutual funds | AT COST | $6,036,872 | $6,348,165 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal services | CategoryTxt |
| Legal Fees | $1,069 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,069 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due on pending sale | Desc |
| EOY Book Value | $76,770 | EOYBookValueAmt |
| EOYFMV | $76,770 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank service charges | Desc |
| Revenue And Expenses Per Books | $105 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $105 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other investment income | Desc |
| Revenue And Expenses Per Books | $222,676 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $222,676 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Lynch investment mgmt. | CategoryTxt |
| Amt | $183,684 | Amt |
| Net Investment Income | $183,684 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax paid | $50,000 | |
| Foreign tax paid | $1,880 | $1,880 |