2025-09-26T10:48:33-07:00 2024-12-31 Evelyn H Moses CPA 3602 Bryn Mawr Dr Dallas TX 75225 990PF 2024-01-01 752022746 Presbyterian Village North Foundation PRES 2143559044 8600 Skyline Dallas TX 75243 Diane Reynolds Pres./COO 2025-09-26 true true Evelyn H Moses P01400635 2143612323 X 2024 2025-03-06 01:10:19Z X 56961244 X 845803 2159 2159 1354594 1354594 2183118 3885818 2194670 578587 578587 4964261 4130010 373433 373433 60092 60670 8145 9065 20575 10288 10288 191138 187688 3450 90855 5564 12975 12975 105203 5159 101793 867980 203135 571674 873140 829226 1741120 203135 1400900 3223141 3926875 246241 555307 555307 2199 55646 17258 43953 38388 38388 50265348 55911014 55911014 448541 456535 456535 51006282 56961244 56961244 7664 1175 38123 82037 200712 237239 246499 320451 X 43680284 48981432 7079499 7659361 50759783 56640793 51006282 56961244 50759783 3223141 2657869 56640793 56640793 publicly traded securities P 2001-01-01 2024-12-31 3873291 1690390 2182901 2182901 publicly traded securities D 2023-12-20 2024-01-19 12527 758 11769 11769 2194670 11769 54584 54584 54584 66500 66500 11916 11916 false false false false false false false true true TX true false true false false true pvnfoundation.org Diane Reynolds 2143559663 8600 Skyline Drive Dallas TX 75243 false false false false true false false false false false false false false false false false false false false false false false Diane Reynolds 8600 Skyline Dallas TX 75243 Pres./COO 40.00 208383 15625 Karen Gooding 8600 Skyline Dallas TX 75243 VP Admin. 40.00 165050 17880 Corbet Bryant 8600 Skyline Dallas TX 75243 Chair./Trustee 2.00 0 Pam Spell 8600 Skyline Dallas TX 75243 V.Chair/Trustee 1.00 0 Ila Kraft 8600 Skyline Dallas TX 75243 Sec./Trustee 1.00 0 Christi Thompson 8600 Skyline Dallas TX 75243 Treas./Trustee 2.00 0 Pam Altizer 8600 Skyline Dallas TX 75243 Trustee 1.00 0 Jim Cress 8600 Skyline Dallas TX 75243 Trustee 1.00 0 Robert Maier 8600 Skyline Dallas TX 75243 Trustee 1.00 0 Steve Penrosse 8600 Skyline Dallas TX 75243 Trustee 1.00 0 Wade Griffin 8600 Skyline Dallas TX 75243 Trustee 1.00 0 NONE NONE Resident Events-The Foundation pays for the costs of several events for the residents of Presbyterian Village North during the year, such as spring and summer Chautauqua for cultural enrichment, a prayer breakfast event, and during 2024, a special 40th anniversary event celebrating 40 years of the Foundation's service to the residents. 26994 Resident Appreciation-The Foundation provides year-round small reminders to the residents of Presbyterian Village North that the Foundation cares for them, such as notes of encouragement on holidays or other special days, and age-appropriate items to help them in their daily lives. 10506 Resident-Led Programs-The Foundation sponsors and provides certain supplies and equipment to various hobby-based groups of Presbyterian Village North residents where they can socialize, learn new skills and volunteer. These activities include 1) Woodshop, where residents make toys for local charities and work on their own hobbies, 2) Sew N Sews, where residents maked stuffed animals, Christmas stockings, baby blankets and other items for local charities, 3)PVN Ukulele Players, where residents enjoy sharing a musical activity, and 4) Men's Kaffee Klatch, where residents participate in regular social interaction. 7998 51566522 213934 2578800 54359256 0 54359256 815389 53543867 2677193 2677193 54584 54584 2622609 2622609 2622609 1400900 5736 1406636 2622609 1038733 1406636 1038733 0 367903 2254706 X Presbyterian Village N Forefront Li 8600 Skyline Dallas TX 75243 N/A PC For improved facilities, improved care, the continued residence of certain qualifying indigent residents, and for other charitable activities. 359226 Dallas Lutheran School 8494 Stults Road Dallas TX 75243 N/A PC Towards the Arise and Build Campaign 50000 UT Southwestern Medical Center 5323 Harry Hines Blvd Dallas TX 75390 N/A PC Towards research related Alheimer's Disease 360000 City of DallasDallas Fire Rescue 5000 Dolphin Rd Bldg A Ste 103 Dallas TX 75223 N/A GOV For the Dallas Fire-Rescue Adopt A Station Program to support Station 22 ($10,000) and Station 28 ($10,000) 20000 Dpas Assist the Officer Foundation 1412 Griffin Street East Dallas TX 75215 N/A PC General support in memory of Dallas Policy Department officers. 30000 YMCA of Metropolitan Dallas 146 Town Center Blvd Coppell TX 75019 N/A PC Donation in honor of Mr. Wade Griffin 10000 829226 Presbyterian Village N Forefront Li 8600 Skyline Dallas TX 75243 N/A PC For improved facilities, improved care, the continued residence of certain qualifying indigent residents, and for other charitable activities. 82037 82037 14 2159 14 1354594 18 2183118 Other investment income 14 949 Royalty income, net 15 577638 4118458 4118458 false false false false false false false false false false X X 1 Linda Cox 8540 Alexander Woods Court Dallas TX 75243 5000 X 2 Dave Debbie Driscoll 8665 Greenhouse Lane 7102 Dallas TX 75243 5000 X 3 John Betty Birkner 8730 Westminster Terrace 3404 Dallas TX 75243 5000 X 4 Christine George Buchanan 8640 Village Forest Dr 2208 Dallas TX 75243 5000 X 5 Pam Southern 8640 Village Forest Dr 2111 Dallas TX 75243 8000 X 6 Estate of James E Wiley c/o RKahn 13155 Noel Rd 900 Dallas TX 75240 600000 X 7 Estate of Anne Cottingham 9861 Gazebo Circle Dallas TX 75243 111720 X 8 Tina Young 9815 Gazebo Circle 1163 Dallas TX 75243 50000 X 9 Henrietta Cragon Admin Trust c/o Comerica 411 W Lafayette Detroit MI 48226 12990 X 10 Lester Joyce Coleman 8640 Village Forest Dr 2321 Dallas TX 75243 10000 X 11 Carol Pace Deborah Crawford 8640 Village Forest Dr 2404 Dallas TX 75243 10000 X 12 Bob Maureen Royer 8561 Alexander Woods Ct 1219 Dallas TX 75243 10111 X 12 21 shares Intuitive Surgical common stock 10111 2024-09-04 Audit services 15350 7675 0 7675 Tax preparation services 5225 2613 0 2613 Improvements 55646 17258 38388 38388 Mineral interests FMV 2560000 2560000 Vanguard Total Bond Market Index FMV 4442606 4442606 Vanguard Long-Term Inv. Grade FMV 830707 830707 Vanguard Intermediate-Term Inv. Grade FMV 1515699 1515699 Vanguard Short-Term Inv. Grade FMV 2038173 2038173 Vanguard Total Stock Market Index FMV 22629829 22629829 Vanguard Total International Stock Index FMV 14664605 14664605 Vanguard Total International Bond Index FMV 3580279 3580279 DFW/FM 157 Commercial Ltd. FMV 18800 18800 TPF Balanced Pooled Fund FMV 3630316 3630316 Legal services 8145 0 0 9065 Excise tax receivable 783 2955 2955 Investment income receivable 53427 26035 26035 Prepaid expense 6195 9380 9380 Split-interest agreements 388136 418165 418165 Bank service charges 623 666 Computer & information technology 7525 9162 Dues & subscriptions 614 614 Insurance 9394 4697 5387 Meals and catering 2023 1368 Mileage and tolls 4305 4306 Miscellaneous 731 733 Office furniture and improvements 2312 2312 Office supplies and expenses 1477 1464 Partnership deductions 462 462 Payroll processing fees 2840 2910 Promotion materials 3336 3336 Resident appreciation 10506 10455 Resident programs 7998 7998 Resident special events 26994 27019 Software license expenses 2174 2174 Special events/Gateway 20942 20942 Staff development & other staff expenses 947 947 Other investment income 949 949 Royalty income, net 577638 577638 Unrealized gain on investments 2657869 Deferred excise tax payable 200712 237239 Design services 2750 0 0 2750 Editing services 700 0 0 700 Investment management 84789 84789 0 0 Oil and gas consultants 100199 100199 0 0 Property tax exemption services 2700 2700 0 0 Estate of James E Wiley c/o R Kahn 13155 Noel Rd 900 Dallas TX 75240 Estate of Anne Cottingham 9861 Gazebo Circle Dallas TX 75243 Tina Young 9815 Gazebo Circle 1163 Dallas TX 75243 Lester Joyce Coleman 8640 Village Forest Dr 2321 Dallas TX 75243 Carol Pace Deborah Crawford 8640 Village Forest Dr 2404 Dallas TX 75243 Bob Maureen Royer 8561 Alexander Woods Ct 1219 Dallas TX 75243 Deferred tax expense 36527 Excise tax expense 54328