2025-09-17T06:29:42-07:00 2024-12-31 Evelyn H Moses CPA 3602 Bryn Mawr Dr Dallas TX 75225 990PF 2024-01-01 843314175 MJD Starfish Foundation MJDS 2142523250 5212 Creekpoint Dr Plano TX 75093 Michael W Dardick Pres/Treas/Dir 2025-09-17 true true Evelyn H Moses P01400635 2143612323 X 2024 2025-03-06 01:10:19Z X 12311764 X X 21594 21594 105982 105982 -244803 244803 119553 103745 2326 231321 4200 2100 2100 66520 41520 25000 15000 85720 43620 27100 500000 500000 585720 43620 527100 -583394 187701 509983 476188 476188 8245325 7694477 11825247 9080 10329 10329 8764388 8180994 12311764 0 X 8764388 8180994 8764388 8180994 8764388 8180994 8764388 -583394 8180994 8180994 K-1 pass-through capital gains (losses) P 2001-01-01 2024-12-31 224482 -224482 -224482 K-1 pass-through capital gains (losses) P 2024-01-01 2024-12-31 38560 -38560 -38560 K-1 pass-through capital gains (losses) P 2001-01-01 2024-12-31 18239 18239 18239 -244803 -38560 2609 2609 2609 12000 12000 9391 9391 false false false false false true true false true true TX true false false false true true N/A Tolleson Wealth Management 2142523250 5500 Preston Road Suite 250 Dallas TX 75205 false false false false false false false false false false false false false false false false false false false false false false Michael W Dardick 5212 Creekpoint Dr Plano TX 75093 Pres/Treas/Dir 1.00 0 Jill D Dardick 5212 Creekpoint Dr Plano TX 75093 VP/Sec/Director 1.00 0 Jeffrey Dardick 5212 Creekpoint Dr Plano TX 75093 Director 1.00 0 NONE NONE 1834082 493573 9817289 12144944 0 12144944 182174 11962770 598139 598139 2609 2609 595530 595530 595530 527100 527100 595530 496640 527100 496640 0 30460 565070 Michael W Dardick Jill D Dardick X American Friends of Natal Inc 1120 Avenue of the Americas New York NY 10036 N/A PC Towards mental health programs in Israel 25000 A Sisters Legacy 1005 W Jefferson Blvd Ste 203 Dallas TX 75208 N/A PC General operating support 1000 Camp John Marc 4925 Greenville Ave Ste 400 Dallas TX 75206 N/A PC General operating support 5000 Children's Medical Center Foundatio P O Box 847253 Dallas TX 75284 N/A PC Supporting Children's Health 200000 Comunities Foundation of Texas 5500 Caruth Haven Lane Dallas TX 75225 N/A PC Towards The Dardick Family Fund 40500 Grant Halliburton Foundation 3000 Pegasus Park Drive Ste 750 Dallas TX 75247 N/A PC General operating support 25000 Greenlight Fund Inc 50 Milk Street 16th Floor Boston MA 02109 N/A PC Towards community and local initiatives 10000 Hope's Door New Beginning Center 860 F Ave Suite 100 Plano TX 75074 N/A PC General operating support 7500 Jonathan's Place P O Box 140085 Dallas TX 75214 N/A PC General operating support 7500 June Shelton School Evaluation Cent 17301 Preston Road Dallas TX 75252 N/A PC General operating support 5000 Lift for Life Foundation Inc 1731 S Broadway Saint Louis MO 63104 N/A SO I Towards the Fulfillling Our Promise Campaign 16000 Lift for Life Foundation Inc 1731 S Broadway Saint Louis MO 63104 N/A SO I Towards The Bruce Schneider Memorial Fund 50000 Mi Escuelita Preschool Inc P O Box 191487 Dallas TX 75219 N/A PC General operating support 5000 North Texas Food Bank 3677 Mapleshade Lane Plano TX 75075 N/A PC General operating support 10000 One Tribe Foundation 1331 W Airport Fwy Ste150 Euless TX 76040 N/A PC General operating support 2500 Project Unity P O Box 2812 Bryan TX 77802 N/A PC General operating support 10000 Shiloh Place McKinney P O Box 2731 McKinney TX 75070 N/A PC General operating support 5000 The Commit Partnership 3000 Pegasus Park Drive Suite 900 Dallas TX 75247 N/A PC Supporting education programs 25000 The Commit Partnership 3000 Pegasus Park Drive Suite 900 Dallas TX 75247 N/A PC Towards the Opportunity 2040 Fund for poverty alleviation for citizens of Dallas County 50000 500000 14 21594 14 105982 901101 -20321 18 -224482 Refunded taxes 15895 Tolleson Int'l Equity LP 901101 14 89486 Tolleson US Equity, LP 901101 -452 14 14624 -20773 7204 15895 2326 false false false false false false false false false false Tax preparation 4200 2100 0 2100 Tolleson US Equity, LP AT COST 3212825 6504329 Tolleson International Equity, LP AT COST 2357810 3290795 Doubleline Flexible Income Fund AT COST 500713 481692 Janus Henderson High Yield Fund AT COST 506100 480074 Metropolitan West Unconstrained Bond AT COST 503582 472565 Vanguard Short-Term Investment Grade AT COST 613447 595792 Dividends receivable 9080 10329 10329 Refunded taxes 15895 Tolleson Int'l Equity LP 89486 89486 Tolleson US Equity, LP 14172 14259 TWM Management fee 41520 41520 0 0 TWM Philanthropy fee 25000 0 0 25000 Excise tax paid 7000 Unrelated business income tax paid 8000