Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Vin and Caren Prothro Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)3131 Turtle Creek Blvd 1210
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Dallas, TX75219
A Employer identification number

75-2911958
B Telephone number (see instructions)

(214) 540-4808
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,608,789J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,297 2,297  
4 Dividends and interest from securities... 85,351 81,193  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 9,072
b Gross sales price for all assets on line 6a 709,070
7 Capital gain net income (from Part IV, line 2)... 9,070
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)....... Click to see attachment -2,975 -3,707  
12 Total. Add lines 1 through 11........ 93,745 88,853  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,075 2,038   2,037
c Other professional fees (attach schedule).... Click to see attachment 48,817 19,527   29,290
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,510 2,110    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 764 396   369
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 57,166 24,071   31,696
25 Contributions, gifts, grants paid....... 470,730 470,730
26 Total expenses and disbursements. Add lines 24 and 25 527,896 24,071   502,426
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -434,151
b Net investment income (if negative, enter -0-) 64,782
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,647,645 1,844,098 1,844,138
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 1,830,936 Click to see attachment2,152,911 5,749,883
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,579,938 Click to see attachment2,678,463 2,993,378
14 Land, buildings, and equipment: basis bullet17,682
Less: accumulated depreciation (attach schedule) bullet17,682      
15 Other assets (describe bullet) Click to see attachment72,494 Click to see attachment21,390 Click to see attachment21,390
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,131,013 6,696,862 10,608,789
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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 7,131,013 6,696,862
29 Total net assets or fund balances (see instructions)..... 7,131,013 6,696,862
30 Total liabilities and net assets/fund balances (see instructions). 7,131,013 6,696,862
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
7,131,013
2
Enter amount from Part I, line 27a .....................
2
-434,151
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,696,862
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,696,862
Form 990-PF (2020)
Form 990-PF (2020)
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 publicly traded securities P 2001-01-01 2020-12-31
b long-term capital gain dist. P 2001-01-01 2020-12-31
c K-1 pass-through capital gains (losses) P 2001-01-01 2020-12-31
d Greenspring Global Partners II P 2001-01-01 2020-12-31
e TCW Securitized Opp. LP P 2001-01-01 2020-12-31
(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 697,832   666,323 31,509
b 11,236     11,236
c     21,419 -21,419
d     7,052 -7,052
e     5,204 -5,204
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       31,509
b       11,236
c       -21,419
d       -7,052
e       -5,204
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 9,070
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 900
c All other domestic foundations enter 1.39% 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  
3 Add lines 1 and 2........................... 3 900
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 900
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,584
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,584
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 684
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet684 RefundedBullet 11  
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 the instructions
for the 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletTX
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletDori Kawai Telephone no.bullet (214) 540-4808

    Located atbullet3131 Turtle Creek Blvd Ste 1210DallasTX ZIP+4bullet75201
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
    No
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    Caren H Prothro Chairman Emer
    3.00     		0    
    3131 Turtle Creek Blvd 1210
    Dallas,TX75219
    Nita C Clark Pres./Director
    3.00     		0    
    3131 Turtle Creek Blvd 1210
    Dallas,TX75219
    Vincent H Prothro VP/Director
    0.10     		0    
    2501 N Harwood St Ste 2400
    Dallas,TX75201
    J H Cullum Clark Sec,Treas./Dir.
    1.00     		0    
    3131 Turtle Creek Blvd 1210
    Dallas,TX75219
    Dori Kawai CFO
    1.00     		0    
    3131 Turtle Creek Blvd 1210
    Dallas,TX75219
    Douglas C Denby CIO
    0.50     		0    
    3131 Turtle Creek Blvd 1210
    Dallas,TX75219
    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...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet  
    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  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    7,916,863
    b
    Average of monthly cash balances.......................
    1b
    1,876,054
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,792,917
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    9,792,917
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    146,894
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,646,023
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    482,301
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    482,301
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    900
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    900
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    481,401
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    481,401
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    481,401
    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
    502,426
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    502,426
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    502,426
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 481,401
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 619,333
    b From 2016...... 532,561
    c From 2017...... 446,349
    d From 2018...... 279,873
    e From 2019...... 239,960
    fTotal of lines 3a through e........ 2,118,076
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 502,426
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 481,401
    e Remaining amount distributed out of corpus 21,025
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,139,101
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		619,333
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,519,768
    10 Analysis of line 9:
    a Excess from 2016.... 532,561
    b Excess from 2017.... 446,349
    c Excess from 2018.... 279,873
    d Excess from 2019.... 239,960
    e Excess from 2020.... 21,025
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    Caren H Prothro
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    ATT Performing Arts Center
    700 N Pearl Street Suite N1800
    Dallas,TX75201     		N/A PC Additional assistance during COVID-19 outbreak 10,000
    Big Thought
    1409 Botham Jean Blvd
    Dallas,TX75215     		N/A PC General operating support in honor of Mitch Jericho 500
    Big Thought
    1409 Botham Jean Blvd
    Dallas,TX75215     		N/A PC General operating support in honor of Edith O'Donnell 2,500
    Communities Foundation of Texas
    5500 Caruth Haven Ln
    Dallas,TX75225     		N/A PC Serve Our Heroes Fund 250
    Dallas Arboretum
    8525 Garland Road
    Dallas,TX75218     		N/A PC General operting support in honor of Juanita Harvey 700
    Dallas Children's Advocacy Center
    5351 Samuell Blvd
    Dallas,TX75228     		N/A PC General operating support 500
    Dallas Foundation
    3000 Pegasus Park Dr Ste 930
    Dallas,TX75247     		N/A PC COVID-19 Relief Fund 5,000
    Dallas Opera
    2403 Flora Street Suite 500
    Dallas,TX75201     		N/A PC Annual Fund 3,000
    Dallas Symphony Orchestra
    2301 Flora Street
    Dallas,TX75201     		N/A PC Annual Fund 12,500
    Educational Opportunities
    3419 Westminster Ave Suite 218
    Dallas,TX75205     		N/A PC Student Scholars 500
    Episcopal School of Dallas
    4100 Merrell Road
    Dallas,TX75229     		N/A PC General operating support in memory of Dedo Kidd 350
    Episcopal School of Dallas
    4100 Merrell Road
    Dallas,TX75229     		N/A PC Annual Fund 5,000
    George W Bush Foundation
    2943 SMU Blvd
    Dallas,TX75205     		N/A PC Multi-year funding in support of the Bush Presidential Center 100,000
    Georgia O'Keeffe Museum
    217 Johnson Street
    Santa Fe,NM87501     		N/A PC General operating support 2,500
    KERA-North Texas Public Broadcastin
    3000 Harry Hines Blvd
    Dallas,TX75201     		N/A PC General operating support 1,500
    Letot Center Capital Foundation
    10505 Denton Drive
    Dallas,TX75220     		N/A PC General operating support in honor of Connie Wilson 2,500
    Lumin Education
    924 Wayne Street
    Dallas,TX75223     		N/A PC Organizational development 3,000
    Meadows Museum
    5900 Bishop Blvd
    Dallas,TX75205     		N/A PC Annual support 2,500
    Mills College
    5000 MacArthur Blvd
    Oakland,CA94613     		N/A PC Annual support 2,500
    Nasher Sculpture Center
    2001 Flora Street
    Dallas,TX75201     		N/A PC General operating support 2,500
    Parkland Foundation
    1341 W Mockingbird Ln Suite 1100E
    Dallas,TX75247     		N/A PC Multi-year funding towards the Breast Cancer Center at Parkland 20,000
    Ronald McDonald House of Dallas
    4707 Bengal Street
    Dallas,TX75235     		N/A PC Multi-year funding towards the capital campaign 10,000
    SM Wright Foundation
    9213 Sovereign Row
    Dallas,TX75247     		N/A PC Toward Christmas in the Park 5,000
    SM Wright Foundation
    9213 Sovereign Row
    Dallas,TX75247     		N/A PC Additional assistance during COVID-19 outbreak and Development Annual Support 6,000
    Salvation Army
    P O Box 36006
    Dallas,TX75235     		N/A PC Additional assistance during COVID-19 outbreak and event support 3,500
    Senior Source
    3910 Harry Hines Blvd
    Dallas,TX75219     		N/A PC Special event underwriting honoring Pam and Tom Luce 1,000
    Southern Methodist University
    P O Box 750100
    Dallas,TX75275     		N/A PC Presidential Immediate Needs Fund - COVID-19 Relief 43,750
    Southern Methodist University
    P O Box 750100
    Dallas,TX75275     		N/A PC Multi-year funding towards the Owens Art Center Renovation in honor of Nancy McMillan Dedman 71,430
    Southern Methodist University
    P O Box 750100
    Dallas,TX75275     		N/A PC Towards SMU-in-Taos annual support 2,500
    Southern Methodist University
    P O Box 750100
    Dallas,TX75275     		N/A PC Special events underwriting general support 4,500
    Southern Methodist University
    P O Box 750100
    Dallas,TX75275     		N/A PC Multi-year funding supporting "Meadows at the Meyerson" 7,500
    United Way of Metropolitan Dallas
    1800 N Lamar
    Dallas,TX75202     		N/A PC Multi-year funding towards the Ruth Altshuler Basic Needs Fund 50,000
    United Way of Metropolitan Dallas
    1800 N Lamar
    Dallas,TX75202     		N/A PC General operating support 10,000
    UT Southwestern Medical Center
    5323 Harry Hines Blvd
    Dallas,TX75390     		N/A GOV General operating support 5,500
    University of Texas at Dallas
    800 W Campbell Rd
    Richardson,TX75080     		N/A GOV Rob Kendall and Tony Holmes Travel Award honoring Rick Brettrell 2,500
    Visiting Nurse Association
    1420 W Mockingbird Ln700
    Dallas,TX75247     		N/A PC Additional assistance during COVID-19 outbreak and general operating support 10,500
    Volunteer Now
    2800 Live Oak Street
    Dallas,TX75204     		N/A PC Special event underwriting honoring The Hoglund Family 1,250
    Wake Forest University
    1834 Wake Forest Rd
    WinstonSalem,NC27109     		N/A PC Annual Fund 5,000
    Woodall Rodgers Park Foundation
    1909 Woodall Rodgers Fwy 560
    Dallas,TX75201     		N/A PC Friends of the Park 500
    World Wildlife Fund
    1250 24th Street NW
    Washington,DC20037     		N/A PC Annual support 2,500
    Yale University
    195 Prospect St
    New Haven,CT06511     		N/A PC Multi-year funding for the School of the Environment 50,000
    Total .................................bullet 3a 470,730
    bApproved for future payment
    Southern Methodist University
    P O Box 750100
    Dallas,TX75275     		N/A PC Multi-year funding towards the Owens Art Center Renovation in honor of Nancy McMillan Dedman 357,140
    Southern Methodist University
    P O Box 750100
    Dallas,TX75275     		N/A PC Multi-year funding supporting "Meadows at the Meyerson" 15,000
    United Way of Metropolitan Dallas
    1800 N Lamar
    Dallas,TX75202     		N/A PC Multi-year funding towards the Ruth Altshuler Basic Needs Fund 100,000
    Geroge W Bush Foundation
    2943 SMU Blvd
    Dallas,TX75205     		N/A PC Multi-year funding in support of The Bush Presidential Center 200,000
    Parkland Foundation
    1341 W Mockingbird Ln Suite 1100E
    Dallas,TX75247     		N/A PC Multi-year funding towards the Breast Cancer Center at Parkland 40,000
    Ronald McDonald House of Dallas
    4707 Bengal Street
    Dallas,TX75235     		N/A PC Multi-year funding towards the capital campaign 20,000
    Yale University
    195 Prospect Street
    New Haven,CT06511     		N/A PC Multi-year funding for The School of the Environment 950,000
    Total .................................bullet 3b 1,682,140
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 2,297  
    4 Dividends and interest from securities....     14 81,193 4,158
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		901101 2 18 9,070  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aClass action proceeds     		    14 137  
    bK-1 pass-through income 901101 721 14 -4,036 11
    cOther     14 192  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 723 88,853 4,169
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    93,745
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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.)
    4 Tax-exempt interest income
    11b Tax-exempt or non-deductible K-1 income, net
    Form 990-PF (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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)
    aPaid during the year
    ATT Performing Arts Center700 N Pearl Street Suite N1800
    Dallas,TX75201     		N/A PC Additional assistance during COVID-19 outbreak 10,000
    Big Thought1409 Botham Jean Blvd
    Dallas,TX75215     		N/A PC General operating support in honor of Mitch Jericho 500
    Big Thought1409 Botham Jean Blvd
    Dallas,TX75215     		N/A PC General operating support in honor of Edith O'Donnell 2,500
    Communities Foundation of Texas5500 Caruth Haven Ln
    Dallas,TX75225     		N/A PC Serve Our Heroes Fund 250
    Dallas Arboretum8525 Garland Road
    Dallas,TX75218     		N/A PC General operting support in honor of Juanita Harvey 700
    Dallas Children's Advocacy Center5351 Samuell Blvd
    Dallas,TX75228     		N/A PC General operating support 500
    Dallas Foundation3000 Pegasus Park Dr Ste 930
    Dallas,TX75247     		N/A PC COVID-19 Relief Fund 5,000
    Dallas Opera2403 Flora Street Suite 500
    Dallas,TX75201     		N/A PC Annual Fund 3,000
    Dallas Symphony Orchestra2301 Flora Street
    Dallas,TX75201     		N/A PC Annual Fund 12,500
    Educational Opportunities3419 Westminster Ave Suite 218
    Dallas,TX75205     		N/A PC Student Scholars 500
    Episcopal School of Dallas4100 Merrell Road
    Dallas,TX75229     		N/A PC General operating support in memory of Dedo Kidd 350
    Episcopal School of Dallas4100 Merrell Road
    Dallas,TX75229     		N/A PC Annual Fund 5,000
    George W Bush Foundation2943 SMU Blvd
    Dallas,TX75205     		N/A PC Multi-year funding in support of the Bush Presidential Center 100,000
    Georgia O'Keeffe Museum217 Johnson Street
    Santa Fe,NM87501     		N/A PC General operating support 2,500
    KERA-North Texas Public Broadcastin3000 Harry Hines Blvd
    Dallas,TX75201     		N/A PC General operating support 1,500
    Letot Center Capital Foundation10505 Denton Drive
    Dallas,TX75220     		N/A PC General operating support in honor of Connie Wilson 2,500
    Lumin Education924 Wayne Street
    Dallas,TX75223     		N/A PC Organizational development 3,000
    Meadows Museum5900 Bishop Blvd
    Dallas,TX75205     		N/A PC Annual support 2,500
    Mills College5000 MacArthur Blvd
    Oakland,CA94613     		N/A PC Annual support 2,500
    Nasher Sculpture Center2001 Flora Street
    Dallas,TX75201     		N/A PC General operating support 2,500
    Parkland Foundation1341 W Mockingbird Ln Suite 1100E
    Dallas,TX75247     		N/A PC Multi-year funding towards the Breast Cancer Center at Parkland 20,000
    Ronald McDonald House of Dallas4707 Bengal Street
    Dallas,TX75235     		N/A PC Multi-year funding towards the capital campaign 10,000
    SM Wright Foundation9213 Sovereign Row
    Dallas,TX75247     		N/A PC Toward Christmas in the Park 5,000
    SM Wright Foundation9213 Sovereign Row
    Dallas,TX75247     		N/A PC Additional assistance during COVID-19 outbreak and Development Annual Support 6,000
    Salvation ArmyP O Box 36006
    Dallas,TX75235     		N/A PC Additional assistance during COVID-19 outbreak and event support 3,500
    Senior Source3910 Harry Hines Blvd
    Dallas,TX75219     		N/A PC Special event underwriting honoring Pam and Tom Luce 1,000
    Southern Methodist UniversityP O Box 750100
    Dallas,TX75275     		N/A PC Presidential Immediate Needs Fund - COVID-19 Relief 43,750
    Southern Methodist UniversityP O Box 750100
    Dallas,TX75275     		N/A PC Multi-year funding towards the Owens Art Center Renovation in honor of Nancy McMillan Dedman 71,430
    Southern Methodist UniversityP O Box 750100
    Dallas,TX75275     		N/A PC Towards SMU-in-Taos annual support 2,500
    Southern Methodist UniversityP O Box 750100
    Dallas,TX75275     		N/A PC Special events underwriting general support 4,500
    Southern Methodist UniversityP O Box 750100
    Dallas,TX75275     		N/A PC Multi-year funding supporting "Meadows at the Meyerson" 7,500
    United Way of Metropolitan Dallas1800 N Lamar
    Dallas,TX75202     		N/A PC Multi-year funding towards the Ruth Altshuler Basic Needs Fund 50,000
    United Way of Metropolitan Dallas1800 N Lamar
    Dallas,TX75202     		N/A PC General operating support 10,000
    UT Southwestern Medical Center5323 Harry Hines Blvd
    Dallas,TX75390     		N/A GOV General operating support 5,500
    University of Texas at Dallas800 W Campbell Rd
    Richardson,TX75080     		N/A GOV Rob Kendall and Tony Holmes Travel Award honoring Rick Brettrell 2,500
    Visiting Nurse Association1420 W Mockingbird Ln700
    Dallas,TX75247     		N/A PC Additional assistance during COVID-19 outbreak and general operating support 10,500
    Volunteer Now2800 Live Oak Street
    Dallas,TX75204     		N/A PC Special event underwriting honoring The Hoglund Family 1,250
    Wake Forest University1834 Wake Forest Rd
    WinstonSalem,NC27109     		N/A PC Annual Fund 5,000
    Woodall Rodgers Park Foundation1909 Woodall Rodgers Fwy 560
    Dallas,TX75201     		N/A PC Friends of the Park 500
    World Wildlife Fund1250 24th Street NW
    Washington,DC20037     		N/A PC Annual support 2,500
    Yale University195 Prospect St
    New Haven,CT06511     		N/A PC Multi-year funding for the School of the Environment 50,000
    Total ...............................bullet 3a 470,730
    bApproved for future payment
    Southern Methodist UniversityP O Box 750100
    Dallas,TX75275     		N/A PC Multi-year funding towards the Owens Art Center Renovation in honor of Nancy McMillan Dedman 357,140
    Southern Methodist UniversityP O Box 750100
    Dallas,TX75275     		N/A PC Multi-year funding supporting "Meadows at the Meyerson" 15,000
    United Way of Metropolitan Dallas1800 N Lamar
    Dallas,TX75202     		N/A PC Multi-year funding towards the Ruth Altshuler Basic Needs Fund 100,000
    Geroge W Bush Foundation2943 SMU Blvd
    Dallas,TX75205     		N/A PC Multi-year funding in support of The Bush Presidential Center 200,000
    Parkland Foundation1341 W Mockingbird Ln Suite 1100E
    Dallas,TX75247     		N/A PC Multi-year funding towards the Breast Cancer Center at Parkland 40,000
    Ronald McDonald House of Dallas4707 Bengal Street
    Dallas,TX75235     		N/A PC Multi-year funding towards the capital campaign 20,000
    Yale University195 Prospect Street
    New Haven,CT06511     		N/A PC Multi-year funding for The School of the Environment 950,000
    Total ................................bullet 3b 1,682,140

    TY 2020 AccountingFeesSchedule
    Name:
    Vin and Caren Prothro Foundation
    EIN:
    75-2911958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Tax preparation services 4,075 2,038 0 2,037

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    Vin and Caren Prothro Foundation
    EIN:
    75-2911958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Qualifying Part. K-1 cap. gains (losses) 2001-01 Purchase 2020-12   2   Cost   2  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Vin and Caren Prothro Foundation
    EIN:
    75-2911958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    195 shs Alphabet Inc Cl C 122,316 341,617
    105 shs Alphabet Inc. Cl A 40,711 184,027
    128 shs Amazon.com Inc. 40,165 416,887
    3996 shs Apple Inc. 80,457 530,229
    1376 shs Berkshire Hathaway Inc. Cl B 148,035 319,053
    700 shs Edwards Lifesciences Corp 51,849 63,861
    680 shs Facebook Inc. Class A 81,422 185,749
    370 shs Illumina Inc. 46,847 55,500
    2000 shs Intel Corp 94,464 99,640
    950 shs Johnson & Johnson 115,947 149,511
    1453 shs JPMorgan Chase & Co 73,057 184,633
    200 shs Lockheed Martin Corp 43,837 70,996
    1080 shs Mastercard Inc. 18,960 385,495
    1445 shs Microsoft Corp 40,148 321,397
    225 shs Northrop Grumman Corp 44,774 68,562
    910 shs Paypal Holdings Inc. 30,979 213,122
    1000 shs Reata Pharmaceuticals Inc. 147,899 123,620
    1000 shs Texas Instruments Inc. 94,141 164,130
    600 shs Thermo Fisher Scientific 77,292 279,468
    1648 shs VISA Inc. 23,813 360,467
    1500 shs Walmart Inc. 145,409 216,225
    400 shs Walt Disney Co 47,910 72,472
    687 shs Accenture PLC 25,098 179,451
    20300 shs AIA Group Ltd 151,053 248,715
    4700 shs Arch Capital Group Ltd 118,004 169,529
    500 shs Medtronic PLC 51,660 58,570
    1110 shs Nestle SA 74,067 130,758
    250 shs Alibaba Group Holding-SP ADR 40,975 58,183
    8000 shs PING An Insurance Group 81,622 98,016

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Vin and Caren Prothro Foundation
    EIN:
    75-2911958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    3662 Investors, LP AT COST 46,113 102,652
    TCW Securitized Opportunities LP AT COST 490,758 502,311
    159917 shs JPMorgan Managed Income AT COST 1,602,153 1,605,566
    646 shs Matthews Japan Fund AT COST 13,462 16,319
    3627 shs Matthews Asia Dividend AT COST 51,198 82,085
    5663 shs Matthews Pacific Tiger AT COST 124,276 197,853
    13932 shs Matthews Asia Dividend AT COST 222,526 315,273
    2194 shs Driehaus Emerg Mkts Grw AT COST 65,832 107,746
    1106 shs Wasatch Frontier Em. Sm. Cos AT COST 11,271 14,192
    220 shs American Tower Corp AT COST 50,874 49,381

    TY 2020 LandEtcSchedule2
    Name:
    Vin and Caren Prothro Foundation
    EIN:
    75-2911958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Machinery and Equipment 17,682 17,682    


    TY 2020 OtherAssetsSchedule
    Name:
    Vin and Caren Prothro Foundation
    EIN:
    75-2911958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Dividends receivable   839 839
    Investment redemption receivable 72,494 20,551 20,551


    TY 2020 OtherExpensesSchedule
    Name:
    Vin and Caren Prothro Foundation
    EIN:
    75-2911958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Custodian or bank charges 27 27    
    Insurance 737 369   369


    TY 2020 OtherIncomeSchedule2
    Name:
    Vin and Caren Prothro Foundation
    EIN:
    75-2911958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Class action proceeds 137 137  
    K-1 pass-through income -3,304 -4,036  
    Other 192 192  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Vin and Caren Prothro Foundation
    EIN:
    75-2911958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foundation management services 48,817 19,527 0 29,290


    TY 2020 TaxesSchedule
    Name:
    Vin and Caren Prothro Foundation
    EIN:
    75-2911958
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise tax expense 1,400      
    Foreign taxes paid 2,110 2,110