ARDON AND IRIS MOORE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ARDON AND IRIS MOORE FOUNDATION (EIN 20-8090599)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-04-15
- IRS object ID
- 202321059349100712
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-15T12:14:03-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833169185 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAHAM & JONES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 S HULEN STREET SUITE 102 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208090599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARDON & IRIS MOORE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARDO | BusinessNameControlTxt |
| Phone | 8173382026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET SUITE 3200 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARDON MOORE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8173382023 | PhoneNum |
| Signature | 2023-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARDON | PersonFirstNm |
| Person Last | MOORE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARRELL GRAHAM | PreparerPersonNm |
| PTIN | P00340646 | PTIN |
| Phone | 8178641100 | PhoneNum |
| Preparation | 2023-03-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,883,353 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,034,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $67,658 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67,658 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $208,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $208,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,553,604 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,710,573 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,553,604 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,864,255 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,829,755 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,787 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $257 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $257 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $257 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $848,233 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $848,233 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $857,577 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $257 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $848,233 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,006,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,829,498 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,652,034 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,674,555 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,674,555 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $974,746 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $962,170 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $3,020,791 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,895,001 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,249,038 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,541,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,287,506 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,997,590 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,214,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,831,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,883,353 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $187,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $187,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,209,330 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,644,308 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,209,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,644,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,214,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,831,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,209,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,006,678 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,216,008 | SubtotalAmt |
| Other Decreases | $571,700 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,644,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ABBVIE INC | 2020-03-12 | 2021-05-31 | $90,936 | $47,508 | $43,428 | $43,428 |
| ALPHABET INC | 2020-03-12 | 2021-05-31 | $92,184 | $46,795 | $45,389 | $45,389 |
| ALTRIA GROUP INC | 2020-03-12 | 2021-05-31 | $403,896 | $155,255 | $248,641 | $248,641 |
| ARCHER DANIELS | 2020-03-12 | 2021-05-31 | $122,232 | $47,972 | $74,260 | $74,260 |
| BRISTOL-MYERS SQUIBB CO | 2020-03-12 | 2021-05-31 | $68,930 | $47,811 | $21,119 | $21,119 |
| BRUNSWICK CORP | 2009-12-22 | 2021-05-31 | $65,536 | $10,631 | $54,905 | $54,905 |
| CHEESECAKE FACTORY INC | 2020-03-12 | 2021-05-31 | $68,128 | $47,184 | $20,944 | $20,944 |
| DISCOVER INC | 2020-03-12 | 2021-05-31 | $120,403 | $251,402 | -$130,999 | -$130,999 |
| FIRST HORIZON NTNL CORP | 2009-12-22 | 2021-05-31 | $84,744 | $50,365 | $34,379 | $34,379 |
| GENL DYNAMICS CORP | 2020-03-12 | 2021-05-31 | $80,308 | $47,604 | $32,704 | $32,704 |
| LOWES | 2020-03-12 | 2021-05-31 | $98,379 | $47,241 | $51,138 | $51,138 |
| MEITUAN | 2017-12-31 | 2021-05-31 | $439,598 | $109,454 | $330,144 | $330,144 |
| NEW MOUNTAIN FINANCE | 2012-12-20 | 2021-05-31 | $232,988 | $239,637 | -$6,649 | -$6,649 |
| NIKE INC | 2020-03-12 | 2021-05-31 | $68,956 | $47,470 | $21,486 | $21,486 |
| OVINTIV INC | 2019-02-19 | 2021-05-31 | $192,752 | $200,312 | -$7,560 | -$7,560 |
| PHILIP MORRIS INTL | 2020-03-12 | 2021-05-31 | $66,974 | $48,090 | $18,884 | $18,884 |
| VIACOMCBS INC | 2021-04-21 | 2021-05-31 | $203,359 | $250,539 | -$47,180 | -$47,180 |
| WEYERHAEUSER CO | 2020-03-12 | 2021-05-31 | $95,975 | $47,389 | $48,586 | $48,586 |
| CORNING INC | 2020-03-12 | 2021-05-31 | $76,049 | $47,230 | $28,819 | $28,819 |
| ISHARES MSCI AUSTRALIA | 2014-05-05 | 2021-05-31 | $226,191 | $250,373 | -$24,182 | -$24,182 |
| ISHARES MSCI EMERGING | 2014-11-26 | 2021-05-31 | $192,526 | $199,221 | -$6,695 | -$6,695 |
| ISHARES CORE US BOND | 2014-11-26 | 2021-05-31 | $804,317 | $794,837 | $9,480 | $9,480 |
| BLACKSTONE | 2020-03-12 | 2021-05-31 | $1,291,987 | $1,000,000 | $291,987 | $291,987 |
| CROWDSTRIKE HLDGS | 2019-12-13 | 2021-05-31 | $364,434 | $99,473 | $264,961 | $264,961 |
| ZSCALER INC | 2019-12-13 | 2021-05-31 | $158,791 | $23,176 | $135,615 | $135,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,553,604 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $253 | EsPenaltyAmt |
| Tax Due | $25,683 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDREA WESTBROOK | IndividualWithBooksNm |
| Phone | 8173382026 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET SUITE 3200 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARDON MOORE | ||||||||
| 201 MAIN STREET SUITE 3200 | FORT WORTH | TX | 76102 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| ARDON TUCKER MOORE | ||||||||
| 201 MAIN STREET SUITE 3200 | FORT WORTH | TX | 76102 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,643,058 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,715,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,358,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,358,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $215,384 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,143,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $707,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $707,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,430 | TotalTaxAmt |
| Distributable Before Adj | $681,746 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $681,746 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $681,746 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $848,233 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $848,233 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $681,746 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,468 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $848,233 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,468 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $681,746 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $104,019 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $104,019 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,019 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $104,019 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARDON MOORE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL SAINTS EPISCOPAL SCHOOL | |||||||
| 9700 SAINTS CIRCLE | FORT WORTH | TX | 76108 | NONE | PC | GENERAL PURPOSES | $1,000 |
| CHRIST CHAPEL BIBLE CHURCH | |||||||
| 3701 BIRCHMAN AVE | FORT WORTH | TX | 76107 | NONE | PC | GENERAL PURPOSES | $25,000 |
| CORNERSTONE ASSISTANCE NETWORK | |||||||
| 3500 NOBLE AVENUE | FORT WORTH | TX | 76111 | NONE | PC | GENERAL PURPOSES | $250,000 |
| EXCHANGE CLUB | |||||||
| PO BOX 4451 | FORT WORTH | TX | 76164 | NONE | PC | GENERAL PURPOSES | $2,500 |
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | PC | GENERAL PURPOSES | $175,000 |
| FORT WORTH ZOO | |||||||
| 1989 COLONIAL PARKWAY | FORT WORTH | TX | 76110 | NONE | PC | GENERAL PURPOSES | $369,733 |
| MARY E BIVINS FOUNDATION | |||||||
| 2311 SW 16TH AVE | AMARILLO | TX | 79102 | NONE | PC | GENERAL PURPOSES | $500 |
| SHATTERPROOF | |||||||
| 101 MERRITT 7 | NORWALK | CT | 06851 | NONE | PC | GENERAL PURPOSES | $2,500 |
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PC | GENERAL PURPOSES | $10,000 |
| THE CLIBURN | |||||||
| 201 MAIN ST 100 | FORT WORTH | TX | 76102 | NONE | PC | GENERAL PURPOSES | $6,000 |
| TOURETTE ASSOCIATION OF AMERICA INC | |||||||
| 42-40 BELL BOULEVARD | BAYSIDE | NY | 11361 | NONE | PC | GENERAL PURPOSES | $1,000 |
| UNION GOSPEL MISSION | |||||||
| 1331 E LANCASTER AVE | FORT WORTH | TX | 76102 | NONE | PC | GENERAL PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $848,233 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,658 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208,493 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,553,604 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,829,755 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,829,755 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ARDON AND IRIS MOORE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET SUITE 3200 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,034,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,071 SHS - CROWDSTRIKE HOLDINGS | $424,761 | 2021-12-17 |
| 1 | 6,510 SHS - TEMPUR SEALY INTL | $297,247 | 2021-12-17 |
| 1 | 1,025 SHS - ZSCALER | $312,492 | 2021-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,895,001 | EOYBookValueAmt |
| EOYFMV | $4,249,038 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $974,746 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $962,170 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,287,506 | BookValueAmt |
| EOYFMV | $1,997,590 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMENT | Desc |
| Amt | $571,700 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT BANK FEES | $155 | $155 | $0 |
| OTHER EXPENSES | $102 | $102 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUSTANDING CHECKS | Desc |
| BOY Book Value | $5,000 | BOYBookValueAmt |
| EOY Book Value | $187,500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $5,787 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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