THE@ANNE HENDRICKS BASS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE@ANNE HENDRICKS BASS FOUNDATION (EIN 13-7117629)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2026-05-19
- IRS object ID
- 202621399349100117
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-19T11:30:19-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 N COLLEGE AVENUE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137117629 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANNE HENDRICKS BASS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LISA BOATMAN | InCareOfNm |
| Business Name Control | ANNE | BusinessNameControlTxt |
| Phone | 8174202722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 DEEPDALE DRIVE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HYATT BASS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8174202722 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2026-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19,880 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,880 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,471 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,457,685 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,680,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$53,320 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$54,113 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$2,419,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,238 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,877 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $939 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $939 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,363 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,363 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,039 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $933 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,279 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $939 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,597,436 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,041,776 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,604,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,042,715 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,024,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $220,913 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $614,625 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,044,934 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,539,459 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,419,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,419,931 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,419,931 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,419,931 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,419,931 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,024,369 | ExcessRevenueOverExpensesAmt |
| Other Increases | $604,438 | OtherIncreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| CAPITAL GAINS DISTRIBUTIONS | $11 | $11 | $11 | |
| STATE STREET STATEMENT 1403 | $1,010 | $448 | $448 | $562 |
| STATE STREET STATEMENT 1404 | $687 | -$67 | -$67 | $754 |
| CHARLES SCHWAB 6476 | $577,921 | $140,219 | $140,219 | $437,702 |
| BERNSTEIN 5088 | $1,750,757 | -$85,272 | -$85,272 | $1,836,029 |
| LT CAPITAL GAINS FROM PASSTHROUGH K-1 | $58,353 | $58,353 | $58,353 | |
| ST CAPITAL GAINS FROM PASSTHROUGH K-1 | $12,435 | $12,435 | $12,435 | |
| SUMMIT ROCK PE III DISPOSITIONS | $96,779 | -$477,696 | -$477,696 | $574,475 |
| SUMMIT ROCK PE IV DISPOSTIONS | $169,545 | -$1,295,086 | -$1,295,086 | $1,464,631 |
| SUMMIT ROCK PE V DISPOSITIONS | $12,339 | -$811,876 | -$811,876 | $824,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,458,531 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $445 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $445 | SubtotalAmt |
| Tax Based On Investment Income | $445 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $445 | 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 | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | Yes (true) | 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 | LISA BOATMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8174202722 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 DEEPDALE DRIVE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| HYATT A BASS | ||||||||
| 1801 DEEPDALE DRIVE | FORT WORTH | TX | 76107 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| SAMANTHA S BASS | ||||||||
| 1801 DEEPDALE DRIVE | FORT WORTH | TX | 76107 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,437,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $433,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $99 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,871,397 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,871,397 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $238,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,633,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $781,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $781,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $445 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $445 | TotalTaxAmt |
| Distributable Before Adj | $781,221 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $781,221 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $781,221 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,042,715 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,042,715 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $781,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $664,691 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,042,715 | QualifyingDistributionsAmt |
| Applied To Year1 | $664,691 | AppliedToYear1Amt |
| Applied To Current Year | $781,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $596,803 | RemainingDistriFromCorpusAmt |
| Total Corpus | $596,803 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $596,803 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $596,803 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HYATT A BASS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 DEEPDALE DRIVE | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 791073517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8177351840 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Ballet Theatre | ||||||||
| 890 BROADWAY | NEW YORK | NY | 100031278 | NONE | PC | AMERICAN BALLET THEATER PROGRAMS AND BRINGING THE FINEST IN BALLET TO THE WIDEST POSSIBLE AUDIENCE | $25,000 | |
| American Friends of the Paris Opera and Ballet | ||||||||
| 972 FIFTH AVENUE | NEW YORK | NY | 10075 | NONE | PC | FUNDING FOR TOURS, GUEST APPEARANCES, PRODUCTIONS, AND DEVELOPING SUPPORT TO YOUNG AND TALENTED ARTISTS | $10,000 | |
| American Museum of Natural History | ||||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 100045102 | NONE | PC | GENERAL SUPPORT | $4,500 | |
| Brooklyn Academy of Music | ||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| Breast Cancer Research Foundation | ||||||||
| 28 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | PC | BREAST CANCER RESEARCH | $25,000 | SUITE 609 |
| CAROLINA BALLET | ||||||||
| 3401-131 ATLANTIC AVENUE | RALEIGH | NC | 27604 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| EARTH UNIVERSITY FOUNDATION | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | SUPPORT FOR STUDENTS | $194,991 | FLOOR 1 SUITE 133 |
| Foundation for Contemporary Arts | ||||||||
| 820 GREENWICH STREET | NEW YORK | NY | 10014 | NONE | PC | GENERAL SUPPORT | $5,005 | |
| HOUSATONIC VALLEY ASSOCIATION | ||||||||
| 150 KENT ROAD | CORNWALL BRIDGE | CT | 06754 | NONE | PC | HERON SOCIETY | $1,500 | |
| KENT HISTORICAL SOCIETY | ||||||||
| PO BOX 651 | KENT | CT | 06757 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| KENT LAND TRUST | ||||||||
| PO BOX 888 | KENT | CT | 06757 | NONE | PC | EDUCATION PROGRAMS, MAINTENANCE OF PUBLIC TRAILS, RESTORATION AND MANAGEMENT OF NATURE PRESERVES | $1,000 | |
| KENT LIBRARY ASSOCIATION | ||||||||
| PO BOX 127 | KENT | CT | 06757 | NONE | PC | LIBRARY SERVICES FOR THE COMMUNITY | $81,000 | |
| KIMBELL ART MUSEUM | ||||||||
| 3333 CAMP BOWIE BOULEVARD | FORT WORTH | TX | 761072792 | NONE | PC | EDUCATIONAL PROGRAMS AND SERVICES | $5,000 | |
| Land Trust Alliance | ||||||||
| 1250 H STRET NW | WASHINGTON | DC | 20005 | NONE | PC | LAND CONSERVATION | $3,000 | SUITE 600 |
| MODERN ART MUSEUM OF FT WORTH | ||||||||
| 3200 DARNELL STREET | FORT WORTH | TX | 76107 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| Montgomery Botanical Center | ||||||||
| 11901 OLD CUTLER ROAD | CORAL GABLES | FL | 331564242 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| MORGAN LIBRARY AND MUSEUM | ||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 100163405 | NONE | PC | ANNUAL FUND | $25,000 | |
| NEUE GALERIE NEW YORK | ||||||||
| 1048 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | POF | SUPPORT FOR EXHIBITIONS AND EDUCATIONAL PROGRAMS | $20,000 | |
| New York City Center | ||||||||
| 130 W 56th St | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NGINN KARET FOUNDATION FOR CAMBODIA | ||||||||
| 10524 CALUMET DRIVE | SILVER SPRINGS | MD | 20901 | NONE | PC | GENERAL SUPPORT | $6,500 | |
| STUDIO IN A SCHOOL | ||||||||
| 75 WEST END AVENUE | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| TATE AMERICAS FOUNDATION | ||||||||
| 520 WEST 27TH STREET | NEW YORK | NY | 100015548 | NONE | PC | TATE'S INTERNATIONAL PROGRAMS, EXHIBITIONS, AND ACQUISITIONS | $10,000 | UNIT 404 |
| The Garden Conservancy | ||||||||
| 20 NAZARETH WAY | GARRISON | NY | 10524 | NONE | PC | GENERAL SUPPORT | $2,500 | PO BOX 608 |
| The Little Opera Theatre of NY | ||||||||
| Old Chelsea Station PO Box 1392 | NEW YORK | NY | 10113 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| The Livestock Conservancy | ||||||||
| PO BOX 477 | PITTSBORO | NC | 27312 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| THE MENIL COLLECTION | ||||||||
| 1515 BRANARD | HOUSTON | TX | 77006 | NONE | PC | ENHANCE WORLD CLASS COLLECTION, EXHIBITIONS, AND PROGRAMS | $2,500 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| THE MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | COUNCIL AND PROGRAMS SUPPORT | $2,500 | |
| Tom Gold Dance Performance Society Inc | ||||||||
| 51 WEST 81ST STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $10,000 | NO 2CD |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PC | CHAIRMAN'S COUNCIL | $25,000 | |
| World Monuments Fund | ||||||||
| 600 FIFTH AVENUE | NEW YORK | NY | 10020 | NONE | PC | SAFEGUARD THE WORLD'S SIGNIFICANT CULTURAL PLACES | $5,000 | 25TH FLOOR |
| KENT VOLUNTEER FIRE DEPARTMENT INC | ||||||||
| PO BOX 355 | KENT | CT | 06757 | NONE | PC | GENERAL SUPPORT | $2,030 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||||
| 70 Lincoln Center Plaza | NEW YORK | NY | 100236583 | NONE | PC | LINCOLN CENTER PRODUCTIONS AND COMMUNITY ENRICHMENT | $35,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 40 LINCOLN CENTER PLAZA | New York | NY | 10023 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 104585126 | NONE | PC | ADVANCE MISSION TO CONNECT PEOPLE WITH PLANTS AND NATURE THROUGH SCIENCE, EDUCATION, AND COMMUNITY HORTICULTURE | $150,000 | |
| NORTH AMERICAN FRIENDS OF GREAT DIXTER | ||||||||
| 54 KIRBY HOLLOW ROAD | DORSET | VT | 05251 | NONE | PC | General Purpose | $50,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 717 FIFTH AVENUE | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| NEW YORKERS FOR CHILDREN | ||||||||
| 450 SEVENTH AVE | NEW YORK | NY | 10123 | NONE | PC | SUPPORT FOR YOUTH PROGRAMS | $25,000 | SUITE 1707 |
| THE AMERICAN CHESTNUT FOUNDATION | ||||||||
| 50 NORTH MERRIMON AVENUE | ASHEVILLE | NC | 28804 | NONE | PC | HELPING RETURN THE ICONIC AMERICAN CHESTNUT TO ITS NATIVE RANGE | $1,000 | SUTE 115 |
| THE NATION FUND | ||||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| ALL TEXAS DACHSHUND RESCUE | ||||||||
| PO Box 841336 | PEARLAND | TX | 77584 | NONE | PC | GENERAL SUPPORT | $250 | |
| LIVING ARTS INTERNATIONAL INC | ||||||||
| 228 Park Ave S 49331 | NEW YORK CITY | NY | 10003 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 115 FIFTH AVENUE 5TH FLOOR | NEW YORK | NY | 100031004 | NONE | PC | GENERAL SUPPORT | $1,000,000 | |
| INTERNATIONAL COUNCIL OF THE MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| HAB CHARITABLE CORPORATION | ||||||||
| 201 MAIN STREET 2300 | FORT WORTH | TX | 76102 | NONE | PF | GENERAL CHARITABLE OPERATIONS | $2,277,830 | |
| SSB CHARITABLE CORPORATION | ||||||||
| 201 MAIN STREET 2300 | FORT WORTH | TX | 76102 | NONE | PF | GENERAL CHARITABLE OPERATIONS | $2,277,830 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,597,436 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,880 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,471 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $846 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,458,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| NONDIVIDEND DISTRIBUTION | 01 | $17 | ||
| INCOME FROM PASSTHROUGH K-1 | 14 | -$54,215 | 901101 | $776 |
| BOND PORTFOLIO FEE REFUND | 01 | $102 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,622 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$2,421,276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,419,654 | 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 | ERNST & YOUNG | CategoryTxt |
| Amt | $1,877 | Amt |
| Net Investment Income | $939 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $939 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| HAB CHARITABLE CORPORATION | ||||||||||
| 201 MAIN STREET 2300 | FORT WORTH | TX | 76102 | 2024-12-31 | $2,277,830 | THE GRANT SHALL BE USED FOR HAB CHAR. CORP'S PURPOSES WITHIN THE MEANING OF IRC SECTION 501(C)(3). | $0 | NO | REQUESTED | THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY WITH REGARDS TO THIS GRANT AND HAS RECEIVED OR REQUESTED AN ANNUAL REPORT FROM THE GRANTEE. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF ANY REPORTS RECEIVED FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORTS WAS REQUIRED OR MADE. |
| SSB CHARITABLE CORPORATION | ||||||||||
| 201 MAIN STREET 2300 | FORT WORTH | TX | 76102 | 2024-12-31 | $2,277,830 | THE GRANT SHALL BE USED FOR SSB CHAR. CORP'S PURPOSES WITHIN THE MEANING OF IRC SECTION 501(C)(3). | $0 | NO | REQUESTED | THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY WITH REGARDS TO THIS GRANT AND HAS RECEIVED OR REQUESTED AN ANNUAL REPORT FROM THE GRANTEE. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF ANY REPORTS RECEIVED FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORTS WAS REQUIRED OR MADE. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REASON FOR AMENDMENT | IdentifierTxt |
| Form And Line Reference | GENERAL | FormAndLineReferenceDesc |
| Medium Explanation | THE TRANSFERS OF CASH AND INVESTMENTS OUT OF THE ANNE HENDRICKS BASS FOUNDATION WERE EFFECTIVE AS OF THE CLOSE OF BUSINESS ON DECEMBER 31, 2024. THE FOUNDATION'S ORIGINAL 2024 FORM 990-PF IS BEING AMENDED TO REFLECT THIS CHANGE AND REPORT THE TRANSFERS ACCURATELY AS OF DECEMBER 31, 2024. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STATE ST EQUITY- SEE ATTACHED | $0 | $0 |
| STATE ST MIN VOL- SEE ATTACHED | $0 | $0 |
| BERNSTEIN- SEE ATTACHED | $0 | $0 |
| AB CORP INCOME - SEE ATTACHED | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SUMMIT ROCK DIV STRATEGIES FD | $0 | $0 |
| SUMMIT ROCK HEDGED EQUITY FD | $0 | $0 |
| SUMMIT ROCK SELECT EQUITY FD | $0 | $0 |
| SUMMIT ROCK PE III EF LP | $0 | $0 |
| SUMMIT ROCK PE IV EF LP | $0 | $0 |
| AB TAXABLE MULTI SECTOR INCOME | $0 | $0 |
| ISHARES TRUST | $0 | $0 |
| SUMMIT ROCK PE V EF LP | $0 | $0 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation has terminated under Section 507(b)(2). The Foundation transferred all of its assets to the two private non-operating foundations noted below: HAB Charitable Corporation EIN:82-0722046 Cash $610,341 Securities Cost basis $1,667,489 Fair Market Value $5,811,745 SSB Charitable Corporation EIN:82-0722937 Cash $610,341 Securities Cost basis $1,667,489 Fair Market Value $5,811,745 | ExplanationTxt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NONDIVIDEND DISTRIBUTION | $17 | |
| PASSTHROUGH INCOME FROM K-1 | -$53,439 | -$54,215 |
| BOND PORTFOLIO FEE REFUND | $102 | $102 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $604,438 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,363 | Amt |
| Net Investment Income | $3,363 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX PAID | $1,106 | |
| FOREIGN TAX PAID | $933 | $933 |