Civic Intelligence

Mrs S I Munger Endowment Trust

990 • Fiscal year 2019 • EIN 75-6006635

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 09, 2020

Organization ProfileNONE
1717 N Harwood StDallas, TX 75201

(214) 303-5620

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

45th percentile

$4,994

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$1,914,204

No earlier filing loaded for comparison.

Net Assets

$1,914,204

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

$837,923

No earlier filing loaded for comparison.

Expenses

$84,623

No earlier filing loaded for comparison.

Net Income

$753,300

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2019: $1,914,204Liabilities 2019: $0Net Assets 2019: $1,914,2042019Assets 2020: $2,088,733Liabilities 2020: $0Net Assets 2020: $2,088,7332020Assets 2021: $2,251,625Liabilities 2021: $0Net Assets 2021: $2,251,6252021Assets 2022: $2,003,784Liabilities 2022: $0Net Assets 2022: $2,003,7842022Assets 2024: $2,323,844Liabilities 2024: $0Net Assets 2024: $2,323,8442024

Highlighted filing

2019

Assets$1,914,204
Liabilities$0
Net Assets$1,914,204
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0Revenue 2019: $837,923Expenses 2019: $84,623Net Income 2019: $753,3002019Revenue 2020: $41,488Expenses 2020: $22,144Net Income 2020: $19,3442020Revenue 2021: $72,863Expenses 2021: $20,466Net Income 2021: $52,3972021Revenue 2022: $47,077Expenses 2022: $15,097Net Income 2022: $31,9802022Revenue 2024: $49,807Expenses 2024: $19,342Net Income 2024: $30,4652024

Highlighted filing

2019

Revenue$837,923
Expenses$84,623
Net Income$753,300
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 9, 2020
Return Version
2019v5.1
Gross Receipts
$1,111,757
Mission and Program Overview

Mission

Endowment fund for the dallas museum of art.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,647,385$1,914,204▲ $266,819
Investments in Publicly Traded Securities$799,425$1,139,748▲ $340,323
Savings and Temporary Cash Investments$93,950$20,446▼ $73,504
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,647,385$1,914,204▲ $266,819
Other Assets Total$754,010$754,010→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,647,385$1,914,204▲ $266,819
Total Liabilities and Net Assets / Fund Balance$1,647,385$1,914,204▲ $266,819

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$754,010--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,050,747-▲ $837,882$84,623$1,804,006
2018$1,022,011-▲ $50,588$21,852$1,050,747
2017$960,151-▲ $70,640$9,780$1,021,011
2016$894,410-▲ $74,945$9,204$960,151
2015$845,097-▲ $65,194$15,881$894,410
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleBaseTotal
Brown Brothers WarrimaTrustee$4,994$4,994

Board Members and Trustees

NameTitle
Dallas Museum of ArtTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$837,923
Other Revenue
$0
Change in Net Assets
$753,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,629
Salaries, Compensation, and Employee Benefits$4,994
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$35,905$35,905-$71,810
Fees for Service Investment Mgmnt Fees-$6,819-$6,819
Current Officers, Directors, Trustees, and Key Employees$4,994--$4,994
Fees for Services Accounting$500$500-$1,000
Total Functional Expenses$41,399$43,224$0$84,623
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Mrs S I Munger Endowment Trust
EIN
75-6006635
In Care Of
% DANIEL CASTRO
Phone
2143035620
Address
1717 N Harwood St, DALLAS, TX 75201

Signing Officer

Name
William R Levy
Title
President
Phone
2143035620
Signed
2020-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William R Levy
Formed
1925
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Bruce E Bernstien & Associates
Address
10440 N CENTRAL EXPRESSWAY STE 1040, DALLAS, TX 75231
Preparer
Bruce E Bernstien
Phone
2147060840
Supplemental Narrative

Additional Explanations

return review process

“Form 990 part vi section b line 11b trustee reviews form 990 before filing the tax return.”

public disclosure

“Form 990, page 6, part vi, line 19 the governing documents, financial statements and form 990 are available to the public upon request.”

Financial Statement Notes

Explaination for Schedule D, Part III, Line 4

“1926.1.m - emil carlsen, american 1853-1932 - study in gray - 1906 - oil on canvas; 1938.4.m - claude monet, french 1840-1926 - the seine at lavacourt - 1880 - oil on canvas; 1946.36.m - gilbert stuart, american 1755-1828 - mrs. John ashley - c.1798 - oil on canvas; 1946.37.m - gilbert stuart, american 1755-1828 - john ashley, esq. - c.1798 - oil on canvas; 1950.50.m - thomas moran, american 1837-1926 - an indian paradise (green river, wyoming) - 1011 - oil on canvas; 1950.65.m - douglas chandor, american 1897-1953 - portrait of mrs. S.i. Mungers, sr. - 1950 - oil; 1952.38.m - mary cassatt, american, 1844-1926 - sleepy baby - c.1910 - pastel on paper; 1955.17.m - camille pissarro, franch, 1830-1903 - apple picking at eragny-sur-epte - 1888 - oil on canvas; 1960.158.m - jean-baptiste-camille carot, french, 1796-1875 palluel, boater in the marshes - 1871 oil on canvas”

Raw XML AppendixShowing 400 of 413 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ENDOWMENT FUND FOR THE DALLAS MUSEUM OF ART.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DANIEL CASTRO
IRS990/BooksInCareOfDetail/PhoneNum02149221824
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01717 N HARWOOD ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075201
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt04994
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt04994
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0837923
IRS990/CYOtherExpensesAmt079629
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0753300
IRS990/CYSalariesCompEmpBnftPaidAmt04994
IRS990/CYTotalExpensesAmt084623
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0837923
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0N/A
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0500
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0500
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt035905
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt035905
IRS990/FeesForServicesLegalGrp/TotalAmt071810
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06819
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06819
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0BROWN BROTHERS WARRIMA
IRS990/Form990PartVIISectionAGrp/PersonNm1Dallas Museum of Art
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt04994
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01925
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0817983
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01091817
IRS990/GrossReceiptsAmt01111757
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt019940
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019940
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0799425
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01139748
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0273834
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ENDOWMENT FUND FOR THE DALLAS MUSEUM OF ART.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01647385
IRS990/NetAssetsOrFundBalancesEOYAmt01914204
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0817983
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0817983
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-486481
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0true
IRS990/OtherAssetsTotalGrp/BOYAmt0754010
IRS990/OtherAssetsTotalGrp/EOYAmt0754010
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0WILLIAM R LEVY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0N/A
IRS990/ProgSrvcAccomActy3Grp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt050588
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt015715
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt028736
IRS990/PYSalariesCompEmpBnftPaidAmt06137
IRS990/PYTotalExpensesAmt021852
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt050588
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0753300
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01647385
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01914204
IRS990/SavingsAndTempCashInvstGrp/BOYAmt093950
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020446
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0FORM 990, PART IV, SECTION D, LINE 2 THE TRUST HAS BEEN IN EXISTENCE FOR 90 YEARS AND HAS SUPPORTED THE DALLAS MUSEUM OF ART DURING THAT ENTIRE PERIOD. THE TRUST HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH THE DALLAS MUSEUM OF ART WITHIN THE MEANING OF THE SPECIAL TRANSITIONAL RULE FOR TRUSTS IN EXISTENCE BEFORE NOVEMBER 20, 1970. ACCORDINGLY, THE TRUST MEETS THE RESPONSIVENESS TEST OF THE TYPE III SUPPORTING ORGANIZATION RELATIONSHEP REQUIREMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1FORM 990, PART IV, SECTION E, LINE 2a & 2b THE TRUST ENGAGES IN ACTIVITIES THAT DIRECTLY FURTHER THE EXEMPT PURPOSES OF THE DALLAS MUSEUM OF ART BECAUSE ITS PRIMARY PURPOSE IS ACQUIRING AND HOLDING TITLE TO ART THAT IS USED BY THE DALLAS MUSEUM OR ART DIRECTLY IN CARRYING OUT ITS EXEMPT PURPOSE. THIS IS AN ACTIVITY THAT WOULD NORMALLY BE CARRIED OUT BY THE DALLAS MUSEUM OF ART BUT FOR THE ACTIVITIES OF THE TRUST. ACCORDINGLY, IT APPEARS THAT THE TRUST MEETS THE INTEGRAL PART TEST FOR CLASSIFICATION AS A FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0THE ORGANIZATION MAINTAINED RELATIONSHIP WITH THE SUPPORTED ORGANIZATION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1ACTIVITIES TEST
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0750808774
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DALLAS MUSEUM OF ART
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01050747
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01804006
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0837882
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt084623
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01022011
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01050747
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050588
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt021852
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0960151
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01021011
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt070640
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt09780
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0894410
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0960151
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt074945
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt09204
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0845097
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0894410
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt065194
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt015881
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0754010
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ART COLLECTION
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt01926.1.M - EMIL CARLSEN, AMERICAN 1853-1932 - STUDY IN GRAY - 1906 - OIL ON CANVAS; 1938.4.M - CLAUDE MONET, FRENCH 1840-1926 - THE SEINE AT LAVACOURT - 1880 - OIL ON CANVAS; 1946.36.M - GILBERT STUART, AMERICAN 1755-1828 - MRS. JOHN ASHLEY - C.1798 - OIL ON CANVAS; 1946.37.M - GILBERT STUART, AMERICAN 1755-1828 - JOHN ASHLEY, ESQ. - C.1798 - OIL ON CANVAS; 1950.50.M - THOMAS MORAN, AMERICAN 1837-1926 - AN INDIAN PARADISE (GREEN RIVER, WYOMING) - 1011 - OIL ON CANVAS; 1950.65.M - DOUGLAS CHANDOR, AMERICAN 1897-1953 - PORTRAIT OF MRS. S.I. MUNGERS, SR. - 1950 - OIL; 1952.38.M - MARY CASSATT, AMERICAN, 1844-1926 - SLEEPY BABY - C.1910 - PASTEL ON PAPER; 1955.17.M - CAMILLE PISSARRO, FRANCH, 1830-1903 - APPLE PICKING AT ERAGNY-SUR-EPTE - 1888 - OIL ON CANVAS; 1960.158.M - JEAN-BAPTISTE-CAMILLE CAROT, FRENCH, 1796-1875 PALLUEL, BOATER IN THE MARSHES - 1871 OIL ON CANVAS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLAINATION FOR SCHEDULE D, PART III, LINE 4
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0754010
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 PART VI SECTION B LINE 11B TRUSTEE REVIEWS FORM 990 BEFORE FILING THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0return review process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1public disclosure
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01647385
IRS990/TotalAssetsEOYAmt01914204
IRS990/TotalAssetsGrp/BOYAmt01647385
IRS990/TotalAssetsGrp/EOYAmt01914204
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043224
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041399
IRS990/TotalFunctionalExpensesGrp/TotalAmt084623
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01647385
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01914204
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt04994
IRS990/TotalRevenueGrp/ExclusionAmt0837923
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0837923
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01647385
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01914204
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01717 N Harwood St
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075201
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02143035620
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MRS S I MUNGER ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MRSS
ReturnHeader/Filer/EIN0756006635
ReturnHeader/Filer/InCareOfNm0% DANIEL CASTRO
ReturnHeader/Filer/PhoneNum02143035620
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 N Harwood St
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C7BE3DF523851D85B200EA1BB267038054513232
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07FB611F32CD19CCA356DA9BB39753B224DAC8766
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId080987720203215000011
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.196.249.54

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,914,204
Liabilities
$0
Net assets
$1,914,204
Revenue
$837,923
Expenses
$84,623
Net income
$753,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$0.05$0.02$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$0.05$0.02$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.07$0.02$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.04$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.84$0.08$0.75