-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE FRITZ AND MARY LEE DUDA FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
2801 WOODSIDE STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS
,
TX
75204
A Employer identification number
43-6765664
B
Telephone number (see instructions)
(972) 616-8777
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
25,492,686
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
6,460,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
369,740
369,739
369,740
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
-111,893
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
409,688
409,688
409,688
12
Total.
Add lines 1 through 11
........
7,127,535
779,427
779,428
13
Compensation of officers, directors, trustees, etc.
0
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
15,105
0
0
15,105
c
Other professional fees (attach schedule)
....
17
Interest
...............
13,659
13,659
0
0
18
Taxes (attach schedule) (see instructions)
...
32,401
0
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
928
0
0
928
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
397,816
397,790
0
26
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
459,909
411,449
0
16,059
25
Contributions, gifts, grants paid
.......
1,066,950
1,066,950
26
Total expenses and disbursements.
Add lines 24 and 25
1,526,859
411,449
0
1,083,009
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
5,600,676
b
Net investment income
(if negative, enter -0-)
367,978
c
Adjusted net income
(if negative, enter -0-)
...
779,428
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
432,014
7,324,088
7,324,088
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
874,078
1,001,927
1,001,927
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
18,148,013
17,134,758
17,134,758
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
108,511
31,913
31,913
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
19,562,616
25,492,686
25,492,686
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
50
0
23
Total liabilities
(add lines 17 through 22)
.........
50
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
19,562,566
25,492,686
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
19,562,566
25,492,686
30
Total liabilities and net assets/fund balances
(see instructions)
.
19,562,616
25,492,686
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
19,562,566
2
Enter amount from Part I, line 27a
.....................
2
5,600,676
3
Other increases not included in line 2 (itemize)
3
330,244
4
Add lines 1, 2, and 3
..........................
4
25,493,486
5
Decreases not included in line 2 (itemize)
5
800
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
25,492,686
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
TIFF MULTI-ASSET FUND
P
b
LBA REALTY FUND III, INC
P
c
NB-ATHYRIUM OPPORTUNITIES FUND III LP
P
d
NB-ATHYRIUM OPPORTUNITIES FUND III LP
P
e
CONGRUENT CREDIT OPPORTUNITIES FUND III, LP
P
STRATEGIC PARTNER VIII LP
P
STRATEGIC PARTNER VIII LP
P
NGP NATURAL RESOUCES XI, LP
P
NB-ATHYRIUM OPPORTUNITIES FUND III LP
P
OPEX CAPITAL PARTNERS FUND, LP
P
VIDA LOGEVITY FUND LP
P
VIDA LOGEVITY FUND LP
P
MERIT ENERGY PARTNERS H, LP
P
MERIT ENERGY PARTNERS I, LP
P
OCM PRINCIPAL OPPORTUNITIES FUND III, LP
P
OCM OPPORTUNITIES FUND V, LP
P
OCM OPPORTUNITIES FUND V, LP
P
OCM WKI HOLDINGS LLC
P
OCM WKI HOLDINGS LLC
P
MERRILL LYNCH
P
GSO CAP SOL OVERSEAS FEEDER
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
-233,044
b
77,949
c
2,705
d
19,414
e
14,033
12,439
22,968
-309
9,388
32,814
377
-15,989
4
3
2,175
73
4,284
24
48
-21,854
14,463
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-233,044
b
77,949
c
2,705
d
19,414
e
14,033
12,439
22,968
-309
9,388
32,814
377
-15,989
4
3
2,175
73
4,284
24
48
-21,854
14,463
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
-58,035
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
126,055
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
970,751
19,576,957
0.049586
2017
921,559
18,943,398
0.048648
2016
963,027
18,699,682
0.051500
2015
1,018,419
19,436,661
0.052397
2014
1,065,113
19,860,292
0.053630
2
Total
of line 1, column (d)
.....................
2
0.255761
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.051152
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
20,053,680
5
Multiply line 4 by line 3
......................
5
1,025,786
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,680
7
Add lines 5 and 6
........................
7
1,029,466
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,083,009
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
3,680
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
3,680
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
3,680
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
43,704
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
43,704
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
40,024
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
0
Refunded
11
40,024
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
TX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
NOT APPLICABLE
14
The books are in care of
JAMES F DUDA
Telephone no.
(972) 616-8777
Located at
2801 WOODSIDE STREET
DALLAS
TX
ZIP+4
75204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
FRITZ L DUDA
TRUSTEE
2.00
0
0
0
C/O JAMES F DUDA 2801 WOODSIDE
STREET
DALLAS
,
TX
75204
MARY L DUDA
TRUSTEE
2.00
0
0
0
C/O JAMES F DUDA 2801 WOODSIDE
STREET
DALLAS
,
TX
75204
LEIGH A DUDA SCOTT
TRUSTEE
2.00
0
0
0
C/O JAMES F DUDA 2801 WOODSIDE
STREET
DALLAS
,
TX
75204
LENDY D DUDA VAIL
TRUSTEE
2.00
0
0
0
C/O JAMES F DUDA 2801 WOODSIDE
STREET
DALLAS
,
TX
75204
FRITZ L DUDA JR
TRUSTEE
2.00
0
0
0
C/O JAMES F DUDA 2801 WOODSIDE
STREET
DALLAS
,
TX
75204
JAMES F DUDA
TRUSTEE
2.00
0
0
0
C/O JAMES F DUDA 2801 WOODSIDE
STREET
DALLAS
,
TX
75204
LINDSEY DUDA COE
TRUSTEE
2.00
0
0
0
C/O JAMES F DUDA 2801 WOODSIDE
STREET
DALLAS
,
TX
75201
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
NONE
0
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
NONE
0
2
All other program-related investments. See instructions.
3
0
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
10,101,910
b
Average of monthly cash balances
.......................
1b
1,424,589
c
Fair market value of all other assets (see instructions)
................
1c
8,832,567
d
Total
(add lines 1a, b, and c)
.........................
1d
20,359,066
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
20,359,066
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
305,386
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
20,053,680
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,002,684
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,002,684
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
3,680
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
3,680
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
999,004
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
999,004
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
999,004
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
1,083,009
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
1,083,009
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
3,680
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,079,329
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
999,004
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
388,387
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,083,009
a
Applied to 2018, but not more than line 2a
388,387
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
694,622
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
304,382
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
FRITZ L DUDA
MARY L DUDA
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
FOUNDATION ADMINISTRATION
2801 WOODSIDE STREET
DALLAS
,
TX
75204
(972) 616-8777
NONE
b
The form in which applications should be submitted and information and materials they should include:
A LETTER SHOULD BE SUBMITTED INCLUDING THE NAME AND PURPOSE OF THE ORGANIZATION. THE ORGANIZATION SHOULD ALSO SPECIFICALLY STATE THE AMOUNT OF CONTRIBUTION REQUESTED, AND A DESCRIPTION OF HOW THESE FUNDS WILL BE USED.
c
Any submission deadlines:
OCTOBER 31
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
A DIFFERENT BREED ANIMAL RESCUE
11700 PRESTON RD STE 660 PMB 335
DALLAS
,
TX
75230
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,000
ACE SERVICE THROUGH TEACHING PROGRAM
107 CAROLE SANDNER HALL
NOTRE DAME
,
IN
46556
NONE
PUBLIC CHARITY
GENERAL SUPPORT
60,000
ADVOCACY & CARING FOR CHILDREN
100 23RD AVE S
SEATTLE
,
WA
98144
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
AMERICAN FRIENDS OF THE CZECH REPUBLIC
4410 MASSACHUSETTES AVE NW 391
WASHINGTON
,
DC
20016
NONE
PUBLIC CHARITY
GENERAL SUPPORT
10,000
ANDREW BERGHOFF MEMORIAL SCHOLARSHIP FUND
7655 WEST DEMPSTER STREET
NILES
,
IL
60714
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
ARCHDIOCESE OF CHICAGO
835 N RUSH ST
CHICAGO
,
IL
60611
NONE
PUBLIC CHARITY
CELEBRATING CATHOLIC EDUCATION BREAKFAST
2,500
ARCHDIOCESE OF CHICAGO
835 N RUSH ST
CHICAGO
,
IL
60611
NONE
PUBLIC CHARITY
FORE THE KIDS HOLE SPONSORSHIP
1,000
ASU FOUNDATION
PO BOX 2260
TEMPE
,
AZ
85280
NONE
PUBLIC CHARITY
GENERAL SUPPORT
10,500
BAYLOR HEALTHCARE SYSTEM FOUNDATION
3600 GASTON AVE BARNETT TOWER 100
DALLAS
,
TX
752461800
NONE
PUBLIC CHARITY
2019 BOARD GIVING CAMPAIGN
10,000
BISHOP BLANCHET HIGH SCHOOL
8200 WALLINGFORD AVENUE NORTH
SEATTLE
,
WA
98103
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
BISHOP DUNNE CATHOLIC SCHOOL
3900 RUGGED DRIVE
DALLAS
,
TX
75224
NONE
PUBLIC CHARITY
2019 19TH ANNUAL 100 DINNER
10,000
BRAVE ONES FOUNDATION
9151 ATLANTA AVE STE 8384
HUNTINGTON BEACH
,
CA
92615
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
BREAST CANCER RESEARCH FOUNDATION
28 W 44TH ST STE 609
NEW YORK
,
NY
10036
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
CAMP CARE
PO BOX 12155
RENO
,
NV
89510
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,500
CANE RUSSO RESCUE
1421 WEST MAIN STREET
CARROLLTON
,
TX
75006
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
CASA DE VIDA
1290 MILL STREET
RENO
,
NV
89502
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,500
CATHOLIC CHARITIES USA
2050 BALLENGER AVE STE 400
ALEXANDRIA
,
VA
22314
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
CHICAGO YACHT CLUB FOUNDATION
400 EAST MONROE STREET
CHICAGO
,
IL
60603
NONE
PUBLIC CHARITY
2019 CHICAGO REGATTA FUNDRAISER
2,500
CHRIST THE KING CATHOLIC CHURCH
4100 COLGATE AVENUE
DALLAS
,
TX
75225
NONE
PUBLIC CHARITY
PASTOR'S CIRCLE DONATION
10,000
CONSTITUTIONAL RIGHTS FOUNDATION
4101 WESTERLY PLACE STE 101
NEWPORT BEACH
,
CA
92660
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,000
CRISIS CENTER INC
101 N MONTGOMERY ST
GARY
,
IN
46403
NONE
PUBLIC CHARITY
2019 WINE FEST & AUCTION
1,000
DALLAS 24 HOUR CLUB INC
4636 ROSS AVE
DALLAS
,
TX
75204
NONE
PUBLIC CHARITY
CREEK TEA CUP
1,000
DEPT OF CATHOLIC SCHOOLS RCBO
13280 CHAPMAN AVENUE
ORANGE
,
CA
92840
NONE
PUBLIC CHARITY
STEM LAB/SCHOLARSHIP FUND
180,000
DUKE LAW SCHOOL
PO BOX 90389
DURHAM
,
NC
27708
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
EDDY HOUSE
PO BOX 6207
RENO
,
NV
89513
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,000
EL SOL FOUNDATION
328 W HALESWORTH ST
SANTA ANA
,
CA
92701
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
FISHING FOR HEROES INC
1849 VZ COUNTY RD 2502
CANTON
,
TX
75103
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,000
FRIENDS OF WASHOE COUNTY CAC
3983 S MCCARRAN BLVD
RENO
,
NV
89502
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,500
GIRL SCOUT TROOP #156
12212 RIDGECOVE DR
DALLAS
,
TX
75234
NONE
PUBLIC CHARITY
GENERAL SUPPORT
10,000
GIRLS INC
2040 EMPIRE CENTRAL DR
DALLAS
,
TX
75235
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
GIRLS INC OF ORANGE COUNTY
1815 ANAHEIM AVENUE
COSTA MESA
,
CA
92627
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
GIVINGMAS
PO BOX 140776
DALLAS
,
TX
75214
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,000
GRANT HALLIBURTON FOUNDATION
6390 LBJ FREEWAY STE 100
DALLAS
,
TX
75240
NONE
PUBLIC CHARITY
GENERAL SUPPORT
750
GREAT LAKES CENTER FOR THE ARTS
800 BAY HARBOR DR
BAY HARBOR
,
MI
49770
NONE
PUBLIC CHARITY
2019 ANNUAL FUND
10,000
HOLY NAMES ACADEMY
728 - 21ST AVENUE E
SEATTLE
,
WA
98112
NONE
PUBLIC CHARITY
FOUNDATION FOR THE FUTURE
25,000
ICARE DOG RESCUE
31441 SANTA MARGARITA PKWY STE A194
RANCHO SANTA MARGARITA
,
CA
92688
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,500
ILYA ROBLE SHEA SAILING
PO BOX 662
EAST TROY
,
WI
53120
NONE
PUBLIC CHARITY
GENERAL SUPPORT
15,000
JAMES L WEST CENTER FOR DEMENTIA
1111 SUMMIT AVE
FORT WORTH
,
TX
76102
NONE
PUBLIC CHARITY
GENERAL SUPPORT
750
JESUIT COLLEGE PREPARATORY
12345 INWOOD ROAD
DALLAS
,
TX
75244
NONE
PUBLIC CHARITY
RUGBY CLUB & SCHOLARSHIP FUND
13,000
JESUIT DALLAS FOUNDATION
12345 INWOOD ROAD
DALLAS
,
TX
75244
NONE
PUBLIC CHARITY
GOLF TOURNAMENT SPONSORSHIP
6,750
JUNE SHELTON SCHOOL & EVAL CENTER
15720 HILLCREST
DALLAS
,
TX
75248
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
JUNIOR LEAGUE OF RENO
190 W HUFFAKER LN
RENO
,
NV
89511
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
LAURA'S HOUSE
999 CORPORATE DR 225
LADERA RANCH
,
CA
92694
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
LITTLE TRAVERSE CONSERVANCY
3264 POWELL RD
HARBOR SPRINGS
,
MI
49740
NONE
PUBLIC CHARITY
GENERAL SUPPORT
250
MARINE SCIENCES & SEAMANSHIP FOUNDATION
1851 E 1ST ST STE 900
SANTA ANA
,
CA
92705
NONE
PUBLIC CHARITY
GOVERNOR'S CUP INT'L YOUTH MATCH
2,500
MAYO CLINIC
200 FIRST STREET SW
ROCHESTER
,
MN
55905
NONE
PUBLIC CHARITY
GENERAL SUPPORT
110,000
MAZON
10850 WILSHIRE BLVD STE 400
LOS ANGELES
,
CA
90024
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
MD ANDERSON CANCER CENTER
PO BOX 4486
HOUSTON
,
TX
77210
NONE
PUBLIC CHARITY
GENERAL SUPPORT
25,000
NEWPORT BEACH FILM FESTIVAL
4540 CAMPUS DR
NEWPORT BEACH
,
CA
92660
NONE
PUBLIC CHARITY
2019 FILM FESTIVAL
10,000
NORTHERN NEVADA CHILDREN'S CANCER FOUNDATION
3550 BARRON WAY 9A
RENO
,
NV
89511
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
NORTHERN NEVADA RAVE FAMILY FOUNDATION
PO BOX 2072
SPARKS
,
NV
89432
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,500
NORTHWESTERN UNIVERSITY
28274 NETWORK PLACE
CHICAGO
,
IL
60673
NONE
PUBLIC CHARITY
WNUR RADIO STATION
1,000
NOTRE DAME SCHOOL - AN AFFAIR OF THE HEART
2018 ALLEN STREET
DALLAS
,
TX
75204
NONE
PUBLIC CHARITY
FULL YEAR SCHOLARSHIP
9,750
OC GATEWAY TO HOUSING
PO BOX 234
CORONA DEL MAR
,
CA
92625
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
OC WOMEN'S HEALTH PROJECT
1505 E 17TH ST STE 101
SANTA ANA
,
CA
92705
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
ORANGEWOOD FOUNDATION
1575 E 17TH ST
SANTA ANA
,
CA
92705
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
OUR LADY OF PERPETUAL HELP
7625 CORTLAND AVE
DALLAS
,
TX
75235
NONE
PUBLIC CHARITY
GENERAL SUPPORT
10,000
OUTLIVE YOURSELF FOUNDATION
5489 BLAIR RD
DALLAS
,
TX
75231
NONE
PUBLIC CHARITY
GENERAL SUPPORT
50,000
OUTTEACH
1700 UNIVERSITY DR STE 260
FORT WORTH
,
TX
76107
NONE
PUBLIC CHARITY
GENERAL SUPPORT
25,000
PAW PRINTS IN THE SAND ANIMAL RESCUE
220 NEWPORT CENTER DR 11-525
NEWPORT BEACH
,
CA
92660
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,000
PLATTSMOUTH HIGH SCHOOL
1916 EAST HIGHWAY 34
PLATTSMOUTH
,
NE
68048
NONE
PUBLIC CHARITY
SCHOLARSHIP RECEPTION
200
PRESTONWOOD CARING PEOPLE NETWORK
690 W CAMPBELL RD STE 150
RICHARDSON
,
TX
75080
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
RAVEN HILL DISCOVERY CENTER
4737 FULLER RD
EAST JORDAN
,
MI
49727
NONE
PUBLIC CHARITY
2019 DISCOVERY CIRCLE
250
READERS2LEADERS
PO BOX 195076
DALLAS
,
TX
75219
NONE
PUBLIC CHARITY
GENERAL SUPPORT
25,000
RENOWN HEALTH FOUNDATION
1155 MILL ST O2
RENO
,
NV
89502
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
RODGERS CENTER FOR HOLOCAUST EDUCATION
1 UNIVERSITY DR
ORANGE
,
CA
92866
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,000
SHADY CANYON GOLF CLUB
100 SHADY CANYON DR
IRVINE
,
CA
92603
NONE
PUBLIC CHARITY
GENERAL SUPPORT
10,000
SMU COX SCHOOL OF BUSINESS - RUGBY CLUB
PO BOX 750333
DALLAS
,
TX
75275
NONE
PUBLIC CHARITY
COX MBA RUGBY CLUB
10,000
ST MARY OF CARMEL CATHOLIC SCHOOL
1716 SINGLETON BLVD
DALLAS
,
TX
75212
NONE
PUBLIC CHARITY
GENERAL SUPPORT
10,000
ST MARY'S CATHOLIC CHURCH
228 E JEFFERSON ST
IOWA CITY
,
IA
52245
NONE
PUBLIC CHARITY
BELL & CHIMES PROJECT
18,000
ST MATTHIAS ELEMENTARY SCHOOL
4910 N CLAREMONT AVE
CHICAGO
,
IL
60625
NONE
PUBLIC CHARITY
GENERAL SUPPORT
2,500
ST THOMAS THE APOSTLE SCHOOL
5467 S WOODLAWN AVENUE
CHICAGO
,
IL
60615
NONE
PUBLIC CHARITY
STARRY NIGHT SPONSORSHIP
1,000
THE CHILDREN'S CABINET
1090 SOUTH ROCK BLVD
RENO
,
NV
89502
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,500
THE INDEPENDENCE FUND INC
9013 PERIMETER WOODS DR STE E
CHARLOTTE
,
NC
28216
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
THE STATE UNIVERSITY OF IOWA FOUNDATION
ONE WEST PARK ROAD
IOWA CITY
,
IA
52242
NONE
PUBLIC CHARITY
THE CLUBHOUSE FUND
250,000
UCI MEDICAL CENTER
101 THE CITY DR S
ORANGE
,
CA
92868
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,000
UCI MEDICAL SCHOOL
100 THEORY STE 250
IRVINE
,
CA
92617
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,000
UNIVERSITY OF CALIFORNIA
1995 UNIVERSITY AVE STE 401
BERKELEY
,
CA
94704
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
UNIVERSITY OF NEVADA RENO FOUNDATION
1664 N VIRGINIA ST M/S 266
RENO
,
NV
89557
NONE
PUBLIC CHARITY
NEVADA FOOTBALL
2,500
UNIVERSITY OF NOTRE DAME
1251 N EDDY ST
SOUTH BEND
,
IN
46617
NONE
PUBLIC CHARITY
RUGBY PROGRAM & GENERAL SUPPORT
11,000
UNIVERSITY SYNAGOGUE
3400 MICHAELSON DRIVE
IRVINE
,
CA
92612
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
UPLIFT EDUCATION
1825 MARKET CENTER BLVD STE 500
DALLAS
,
TX
75207
NONE
PUBLIC CHARITY
GENERAL SUPPORT
5,000
URSULINE ACADEMY OF DALLAS FOUNDATION
PO BOX 671305
DALLAS
,
TX
753671305
NONE
PUBLIC CHARITY
GENERAL SUPPORT
20,000
USC LUSK CENTER FOR REAL ESTATE
650 CHILDS WAY RGL 331
LOS ANGELES
,
CA
90089
NONE
PUBLIC CHARITY
GENERAL SUPPORT
10,000
WEIMARANER RESCUE OF NORTH TEXAS
4347 W NORTHWEST HIGHWAY STE 130
DALLAS
,
TX
75220
NONE
PUBLIC CHARITY
GENERAL SUPPORT
1,000
WINNETKA PUBLIC SCHOOLS FOUNDATION
PO BOX 97
WINNETKA
,
IL
60093
NONE
PUBLIC CHARITY
GENERAL SUPPORT
500
WOODROW WILSON HIGH SCHOOL
100 S GLASGOW DR
DALLAS
,
TX
75214
NONE
PUBLIC CHARITY
PEACE PANTRY
250
Total
.................................
3a
1,066,950
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
369,740
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
525990
409,688
8
Gain or (loss) from sales of assets other than
inventory
............
18
-111,893
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
409,688
257,847
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
667,535
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description