Civic Intelligence

The Rees-Jones Foundation

990T • Fiscal year 2021 • EIN 20-5132900

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 12, 2022

Organization Profile

View Organization Page

8111 Westchester Drive Suite 950Dallas, TX 75225

(214) 751-2977

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2011: $429,659,456Liabilities 2011: $30,141,3832011Assets 2012: $476,138,044Liabilities 2012: $11,379,0062012Assets 2013: $562,944,755Liabilities 2013: $31,434,7032013Assets 2014: $583,708,507Liabilities 2014: $28,079,6062014Assets 2015: $550,829,908Liabilities 2015: $15,065,3402015Assets 2019: $490,488,879Liabilities 2019: $11,006,7322019Assets 2020: $549,353,686Liabilities 2020: $8,304,998Net Assets 2020: $541,048,6882020Assets 2021: $667,309,841Liabilities 2021: $10,663,946Net Assets 2021: $656,645,8952021Assets 2022: $621,323,518Liabilities 2022: $14,306,653Net Assets 2022: $607,016,8652022Assets 2023: $662,485,185Liabilities 2023: $13,458,808Net Assets 2023: $649,026,3772023Assets 2024: $666,092,840Liabilities 2024: $67,433,061Net Assets 2024: $598,659,7792024

Latest loaded filing

2024

Assets$666,092,840
Liabilities$67,433,061
Net Assets$598,659,779
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$100M$0-$100M-$200MRevenue 2011: $164,104,133Expenses 2011: $24,909,594Net Income 2011: $139,194,5392011Revenue 2012: $66,683,597Expenses 2012: $13,551,017Net Income 2012: $53,132,5802012Revenue 2013: $27,827,284Expenses 2013: $47,263,730Net Income 2013: -$19,436,4462013Revenue 2014: $46,058,574Expenses 2014: $36,223,028Net Income 2014: $9,835,5462014Revenue 2015: $46,727,775Expenses 2015: $37,317,405Net Income 2015: $9,410,3702015Revenue 2019: $25,473,899Expenses 2019: $44,288,336Net Income 2019: -$18,814,4372019Revenue 2020: $116,553,438Expenses 2020: $47,301,792Net Income 2020: $69,251,6462020Revenue 2021: $119,015,495Expenses 2021: $40,390,671Net Income 2021: $78,624,8242021Revenue 2022: $106,902,751Expenses 2022: $61,010,731Net Income 2022: $45,892,0202022Revenue 2023: $14,317,434Expenses 2023: $54,447,684Net Income 2023: -$40,130,2502023Revenue 2024: $28,868,468Expenses 2024: $161,923,163Net Income 2024: -$133,054,6952024

Latest loaded filing

2024

Revenue$28,868,468
Expenses$161,923,163
Net Income-$133,054,695
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 12, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
The Rees-Jones Foundation
EIN
20-5132900
Phone
2147512977
Address
8111 Westchester Drive Suite 950, Dallas, TX 75225

Signing Officer

Name
Evelyn H Moses
Title
Treasurer
Phone
2147512977
Signed
2022-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Crowe Llp
Address
750 N St Paul Suite 850, Dallas, TX 75201-3246
Preparer
Andrew J Gray
Phone
2147775200
Raw XML Appendix168 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt00
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt00
IRS1120ScheduleD/NetCapitalGainAmt00
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt058782
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-614787
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotAdjustmentsToGainOrLossAmt00
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt00
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt058782
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt058782
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotAdjustmentsToGainOrLossAmt00
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt00
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt021032
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt021032
IRS1120ScheduleD/UnusedCapitalLossCarryoverAmt0-635819
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt00
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt058782
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt058782
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0Investment Activities
IRS8949/LongTermCapitalGainAndLossGrp/TotAdjustmentsToGainOrLossAmt00
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt00
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt058782
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt058782
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/AdjustmentsToGainOrLossAmt00
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt021032
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt021032
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0Investment Activities
IRS8949/ShortTermCapitalGainAndLossGrp/TotAdjustmentsToGainOrLossAmt00
IRS8949/ShortTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt00
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt021032
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt021032
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Cissy Moses
IRS990T/BooksInCareOfDetail/PhoneNum02147512977
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt08111 Westchester Drive 950
IRS990T/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd075225
IRS990T/BookValueAssetsEOYAmt0667309841
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt00
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherCreditsAmt00
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt042592
IRS990T/OverpaymentSection/OverpaymentAmt0192592
IRS990T/OverpaymentSection/RefundAmt0150000
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0168590
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990T/PriorYearOverpaymentCreditAmt0192592
IRS990TScheduleA/BadDebtExpenseAmt00
IRS990TScheduleA/BeginningOfYearInventoryAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt00
IRS990TScheduleA/CostOfGoodsSoldAmt00
IRS990TScheduleA/CostOfLaborAmt00
IRS990TScheduleA/DeferredCompensationPlanAmt00
IRS990TScheduleA/DepletionAmt00
IRS990TScheduleA/DepreciationClmElsewhereAmt00
IRS990TScheduleA/DepreciationNetAmt00
IRS990TScheduleA/EmployeeBenefitProgramAmt00
IRS990TScheduleA/EndOfYearInventoryAmt00
IRS990TScheduleA/ExploitedActivityNetIncomeAmt00
IRS990TScheduleA/ExploitedExcessExemptExpnssAmt00
IRS990TScheduleA/ExploitedExemptActivityIncmAmt00
IRS990TScheduleA/ExploitedExpnssCnnctUBIAmt00
IRS990TScheduleA/GrossIncomeActyNotUBIAmt00
IRS990TScheduleA/GrossIncomeActyNotUBIExpnsAmt00
IRS990TScheduleA/GrossProfitAmt00
IRS990TScheduleA/GrossReceiptsOrSalesAmt00
IRS990TScheduleA/InterestDeductionAmt00
IRS990TScheduleA/NetAdvertisingIncomeAmt00
IRS990TScheduleA/NetCtrlOrgIntAnntsRyltsRntsAmt00
IRS990TScheduleA/NetExploitedActivityIncomeAmt00
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt00
IRS990TScheduleA/NetInvestmentIncomeAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetRentIncomeAmt00
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt00
IRS990TScheduleA/OtherCostsAmt00
IRS990TScheduleA/OtherDeductionsAmt00
IRS990TScheduleA/OtherIncomeAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/PurchasesAmt00
IRS990TScheduleA/RepairsAndMaintenanceAmt00
IRS990TScheduleA/ReturnsAndAllowancesAmt00
IRS990TScheduleA/SalariesAndWagesAmt00
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCostGoodsSoldAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDepreciationAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-168590
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-168590
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-168590
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Investment Activities
IRS990TScheduleA/UBIBeforeNOLDedAmt0-168590
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-168590
IRS990T/SpecificDeductionAmt00
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxExemptInterestAmt09
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalCreditsAmt00
IRS990T/TotalDeductionAmt00
IRS990T/TotalOtherCreditsAdjPaymentAmt00
IRS990T/TotalPaymentsAmt0192592
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Evelyn H Moses
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02147512977
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Rees-Jones Foundation
ReturnHeader/Filer/BusinessNameControlTxt0REES
ReturnHeader/Filer/EIN0205132900
ReturnHeader/Filer/PhoneNum02147512977
ReturnHeader/Filer/USAddress/AddressLine1Txt08111 Westchester Drive Suite 950
ReturnHeader/Filer/USAddress/CityNm0Dallas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075225
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0350921680
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROWE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 N St Paul Suite 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0752013246
ReturnHeader/PreparerPersonGrp/PhoneNum02147775200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew J Gray
ReturnHeader/ReturnTs02022-11-12T14:30:55-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Thornton Hardie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0III
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$666$67.4$599$28.9$162$133
2023Detailed filing. Detailed filing data is available for this year.$662$13.5$649$14.3$54.4$40.1
2022Detailed filing. Detailed filing data is available for this year.$621$14.3$607$107$61.0$45.9
2021Detailed filing. Detailed filing data is available for this year.$667$10.7$657$119$40.4$78.6
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$549$8.30$541$117$47.3$69.3
2019Summary only. Only limited summary data is available for this year.$490$11.0$25.5$44.3$18.8
2015Summary only. Only limited summary data is available for this year.$551$15.1$46.7$37.3$9.41
2014Summary only. Only limited summary data is available for this year.$584$28.1$46.1$36.2$9.84
2013Summary only. Only limited summary data is available for this year.$563$31.4$27.8$47.3$19.4
2012Summary only. Only limited summary data is available for this year.$476$11.4$66.7$13.6$53.1
2011Summary only. Only limited summary data is available for this year.$430$30.1$164$24.9$139