Civic Intelligence

Agnes Cluthe Oliver Foundation

990 • Fiscal year 2015 • EIN 75-6698030

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 27, 2016

3838 Oak Lawn No 1650Dallas, TX 75219

(214) 382-4800

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

8th percentile

-37%

Higher net margin than 8% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

32nd percentile

-2.8%

Faster asset growth than 32% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$4,064,966

Down $117,915 (-2.8%) from 2014

Net Assets

Down

$4,064,966

Down $117,915 (-2.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$122,386

Down $57,210 (-32%) from 2014

Expenses

Down

$168,105

Down $12,850 (-7.1%) from 2014

Net Income

Down

-$45,719

Down $44,360 (-3264%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,060,570Liabilities 2011: $0Net Assets 2011: $3,060,5702011Assets 2012: $3,448,608Liabilities 2012: $0Net Assets 2012: $3,448,6082012Assets 2013: $4,028,669Liabilities 2013: $0Net Assets 2013: $4,028,6692013Assets 2014: $4,182,881Liabilities 2014: $0Net Assets 2014: $4,182,8812014Assets 2015: $4,064,966Liabilities 2015: $0Net Assets 2015: $4,064,9662015Assets 2017: $2,774,859Liabilities 2017: $0Net Assets 2017: $2,774,8592017Assets 2018: $2,629,178Liabilities 2018: $0Net Assets 2018: $2,629,1782018Assets 2019: $2,503,110Liabilities 2019: $0Net Assets 2019: $2,503,1102019Assets 2020: $2,226,129Liabilities 2020: $0Net Assets 2020: $2,226,1292020Assets 2021: $2,171,008Liabilities 2021: $0Net Assets 2021: $2,171,0082021Assets 2022: $1,918,809Liabilities 2022: $0Net Assets 2022: $1,918,8092022Assets 2023: $1,746,225Liabilities 2023: $0Net Assets 2023: $1,746,2252023Assets 2024: $1,575,614Liabilities 2024: $0Net Assets 2024: $1,575,6142024

Highlighted filing

2015

Assets$4,064,966
Liabilities$0
Net Assets$4,064,966

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2011: $172,4452011Revenue 2012: $311,953Expenses 2012: $201,721Net Income 2012: $110,2322012Revenue 2013: $266,705Expenses 2013: $208,708Net Income 2013: $57,9972013Revenue 2014: $179,596Expenses 2014: $180,955Net Income 2014: -$1,3592014Revenue 2015: $122,386Expenses 2015: $168,105Net Income 2015: -$45,7192015Revenue 2017: $151,725Expenses 2017: $328,157Net Income 2017: -$176,4322017Revenue 2018: $141,065Expenses 2018: $286,746Net Income 2018: -$145,6812018Revenue 2019: $144,928Expenses 2019: $266,081Net Income 2019: -$121,1532019Revenue 2020: $29,622Expenses 2020: $306,603Net Income 2020: -$276,9812020Revenue 2021: $279,553Expenses 2021: $334,674Net Income 2021: -$55,1212021Revenue 2022: $129,473Expenses 2022: $381,672Net Income 2022: -$252,1992022Revenue 2023: $139,315Expenses 2023: $311,899Net Income 2023: -$172,5842023Revenue 2024: $187,891Expenses 2024: $358,502Net Income 2024: -$170,6112024

Highlighted filing

2015

Revenue$122,386
Expenses$168,105
Net Income-$45,719
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 27, 2016
Return Version
2015v2.1
Gross Receipts
$122,500
Mission and Program Overview

Mission

To support the activities of the charitable organizations listed on schedule a.

SUPPORTING ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,182,881$4,064,966▼ $117,915
Investments in Publicly Traded Securities$2,953,797$3,103,108▲ $149,311
Investments Other Securities$824,298$602,865▼ $221,433
Savings and Temporary Cash Investments$404,785$358,991▼ $45,794
Cash and Non-Interest-Bearing Accounts-$1-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,182,881$4,064,966▼ $117,915
Other Assets Total$1$1→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,182,881$4,064,966▼ $117,915
Total Liabilities and Net Assets / Fund Balance$4,182,881$4,064,966▼ $117,915

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$602,865--
Compensation and Service Providers

Board Members and Trustees

NameTitle
R Kevin HardagePresident
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$76,985
Other Revenue
$45,401
Change in Net Assets
$-45,719
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$125,000
Other Expenses$43,105
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$125,000--$125,000
Fees for Service Investment Mgmnt Fees-$40,002-$40,002
Fees for Services Accounting-$1,844-$1,844
Fees for Services Other-$1,259-$1,259
Total Functional Expenses$125,000$43,105$0$168,105
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Big Thought-501(c)(3)Program Services$10,000
Highland Park Presbyterian Church-501(c)(3)Program Services$10,000
Storey Lane Independent Living Inc-501(c)(3)Program Services$10,000
Camp John Marc-501(c)(3)Program Services$6,400
Dallas Arboretum and Botanical-501(c)(3)Program Services$6,400
Easter Seals of Greater Dallas-501(c)(3)Program Services$6,400
Family Place Inc-501(c)(3)Program Services$6,400
Texas Scottish Rite Hospital-501(c)(3)Program Services$6,400
ALZHEIMER'S ASSOCIATION-501(c)(3)Program Services$6,300
American Cancer Society-501(c)(3)Program Services$6,300
American Heart Association-501(c)(3)Program Servces$6,300
Baylor Health Care System Foundation-501(c)(3)Program Services$6,300
Bridge Breast Center Inc-501(c)(3)Program Services$6,300
Carter Blood Care-501(c)(3)Program Services$6,300
Edith Cavell Nursing Scholarship-501(c)(3)Program Services$6,300
Junior League of Dallas-501(c)(3)Program Services$6,300
North Park Presbyterian Church-501(c)(3)Program Services$6,300
Salvation Army-501(c)(3)Program Services$6,300
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Trustee reviews form 990 prior to presentation to the board.

Form 990, Part VI, Section B, Line 12C

The committee members are asked annually when reviewing the grant requests to disclose any affiliations with the supported charities.

Form 990, Part VI, Section C, Line 19

The foundation makes its forms 1023, 990, and 990-t available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Agnes C Oliver Foundation
EIN
75-6698030
Phone
2143824800
Address
3838 OAK LAWN NO 1650, DALLAS, TX 75219

Signing Officer

Name
Kevin Hardage CEO
Title
CEO
Phone
2143824800
Signed
2016-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Kevin Hardage
Formed
2004
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Cf & Co Llp
Address
8750 N CENTRAL EXPY STE 300, DALLAS, TX 75231
Preparer
Charlotte J Weeks CPA Pfs
Phone
9723874300
Raw XML AppendixShowing 400 of 572 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORTING ORGANIZATION
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TURTLE CREEK TRUST CO LTA
IRS990/BooksInCareOfDetail/PhoneNum02143824800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03838 OAK LAWN SUITE 1650
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075219
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt01
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0125000
IRS990/CYInvestmentIncomeAmt076985
IRS990/CYOtherExpensesAmt043105
IRS990/CYOtherRevenueAmt045401
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-45719
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0168105
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0122386
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION WAS ORGANIZED TO SUPPORT THE ACTIVITIES OF THE CHARITABLE ORGANIZATIONS LISTED ON SCHEDULE A.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0125000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01844
IRS990/FeesForServicesAccountingGrp/TotalAmt01844
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01259
IRS990/FeesForServicesOtherGrp/TotalAmt01259
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt040002
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt040002
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0TURTLE CREEK TRUST CO LTA
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0R KEVIN HARDAGE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08211
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0125000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0125000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0125000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08325
IRS990/GrossReceiptsAmt0122500
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt068774
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt068774
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0824298
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0602865
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02953797
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03103108
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0114
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT THE ACTIVITIES OF THE CHARITABLE ORGANIZATIONS LISTED ON SCHEDULE A.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04182881
IRS990/NetAssetsOrFundBalancesEOYAmt04064966
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08211
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08211
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-72196
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01
IRS990/OtherAssetsTotalGrp/EOYAmt01
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0211110
IRS990/OtherRevenueMiscGrp/Desc0OIL & GAS WORKING INTE
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0342
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0342
IRS990/OtherRevenueTotalAmt0342
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0R KEVIN HARDAGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0141000
IRS990/PYInvestmentIncomeAmt088214
IRS990/PYOtherExpensesAmt039955
IRS990/PYOtherRevenueAmt091382
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1359
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0180955
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0179596
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-45719
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0122386
IRS990/RoyaltiesRevenueGrp/ExclusionAmt045059
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt045059
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04182881
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04064966
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0404785
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0358991
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0122386
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0179596
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt01259
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt02569
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0122386
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0179596
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt041846
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt037386
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt079281
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0139641
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0139641
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0144937
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0144937
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0118695
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0144937
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0144937
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt04342
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0144937
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0168105
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt018826
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt018826
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt018826
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt04342
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt043105
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0125000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0144937
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.862
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0125000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0168105
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ONLY ACTIVITY OF THE FOUNDATION IS INVESTING. THERE ARE NO OTHER ACTIVITIES OR FUND-RAISING EVENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEVERAL ORGANIZATIONS HAVE BEEN ADDED TO THE LIST OF SUPPORTED ORGANIZATIONS SINCE MRS. OLIVER'S DEATH IN 2002. THESE ORGANIZATIONS WERE ADDED BASED ON HER CHARITABLE CONTRIBUTIONS PRIOR TO DEATH.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 5, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PAGE 4, SECTION A, LINE 1
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt04181357
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt04204108
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0435632
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0465924
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03745725
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt03738184
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt062720
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt063062
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt04118637
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt04141046
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0144152
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0144937
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt04181357
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt04204108
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0144152
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0144937
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt018
IRS990ScheduleA/SupportedOrganizationsTotalCnt018
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0652041194
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1741185665
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2135613797
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3751606705
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4752170035
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5752436606
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6752205242
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7751035606
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8237375815
IRS990ScheduleA/SupportedOrgInformationGrp/EIN9750827419
IRS990ScheduleA/SupportedOrgInformationGrp/EIN10756054499
IRS990ScheduleA/SupportedOrgInformationGrp/EIN11751590896
IRS990ScheduleA/SupportedOrgInformationGrp/EIN12876129427
IRS990ScheduleA/SupportedOrgInformationGrp/EIN13751004680
IRS990ScheduleA/SupportedOrgInformationGrp/EIN14750818151
IRS990ScheduleA/SupportedOrgInformationGrp/EIN15580660607
IRS990ScheduleA/SupportedOrgInformationGrp/EIN16752458006
IRS990ScheduleA/SupportedOrgInformationGrp/EIN17750818178
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd30
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd41
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd51
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd61
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd71
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd81
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd91
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd100
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd111
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd121
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd130
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd141
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd150
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd161
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd170
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd19
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd29
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd33
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd49
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd59
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd69
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd79
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd89
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd99
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd103
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd119
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd121
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd139
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd141
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd159
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd169
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd173
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt90
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt100
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt120
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt130
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt140
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt150
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt160
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt170
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06300
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt16300
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt26300
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt36300
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt410000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt56300
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt66400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt76300
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt86400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt96400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt106300
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt116400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1210000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt136300
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt146300
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt156300
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1610000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt176400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ALZHEIMER'S ASSOCIATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1AMERICAN CANCER SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2AMERICAN HEART ASSOCIATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3BAYLOR HEALTH CARE SYSTEM FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4BIG THOUGHT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5BRIDGE BREAST CENTER INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6CAMP JOHN MARC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7CARTER BLOOD CARE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt8DALLAS ARBORETEUM AND BOTANICAL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt9EASTER SEALS OF GREATER DALLAS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt10EDITH CAVELL NURSING SCHOLARSHIP
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt11FAMILY PLACE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt12HIGHLAND PARK PRESBYTERIAN CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt13JUNIOR LEAGUE OF DALLAS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt14NORTH PARK PRESBYTERIAN CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt15SALVATION ARMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt16STOREY LANE INDEPENDENT LIVING INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt17TEXAS SCOTTISH RITE HOSPITAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0125000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0602865
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BBH BROAD MARKET FUND-N
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0602865
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06300
IRS990ScheduleI/RecipientTable/CashGrantAmt16300

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings