| Identifier | Return Reference | Explanation |
|---|---|---|
| General Explanation Supplemental Information for Form 990-PF | Form 990-PF (2021)Additional explanation for Part V - Excise Tax Based on Investment Income andForm 872-B - Consent to Extend the Time to Assess Miscellaneous Excise TaxesAttached to this return is a Form 872-B executed by the taxpayer and a copy of the Internal Revenue Service letter dated 1/29/2021 that approved the 60-month termination period that began on January 1, 2021 and will end on December 31, 2025.The attached Internal Revenue Service letter approving the termination also notes that the Form 872-B was enclosed with the letter, but the Form was not enclosed. Taxpayer has made countless attempts to contact the IRS to request a copy of the Form 872-B, but has been unable to reach the service to obtain a copy.Taxpayer respectfully requests that the excise tax due as calculated in Part V, line 9 be properly extended during the termination period. |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Corporate Bonds | 542,749 | 546,248 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Common Stocks | 3,706,181 | 5,304,702 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Miscellaneous | 325 | 325 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Merrill Lynch investment mgmt | 63,503 | 63,503 | 0 | 0 |
| Practice Ignition, Inc. | 3,855 | 0 | 0 | 3,855 |
| The Dallas Foundation admin fee | 69,363 | 0 | 0 | 69,363 |