RAY H MARR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RAY H MARR FOUNDATION (EIN 26-3172622)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-08
- IRS object ID
- 202332209349100878
- Schema version
- 2022v5.0
- 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 Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-08T13:01:10-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 DALLAS PARKWAY SUITE 300 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263172622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAY H MARR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAYH | BusinessNameControlTxt |
| Phone | 2147489614 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 N ST PAUL 2500 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS W BONNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2147489614 | PhoneNum |
| Signature | 2023-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUGLAS | PersonFirstNm |
| Person Last | BONNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT HOUSE | PreparerPersonNm |
| PTIN | P00295756 | PTIN |
| Phone | 9727480300 | PhoneNum |
| Preparation | 2023-08-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $44,071,759 | 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 | $25,344,538 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,690 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,690 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,019,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,019,905 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$308,335 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,377,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $553,873 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $317,101 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $236,772 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $775,188 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $775,188 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $27,084,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,811,783 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $487,625 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $97,525 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $390,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $90,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $72,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $90,271 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $18,054 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $72,217 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $96,909 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $96,909 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $95,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76,607 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $87,762 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $17,552 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $70,210 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $179,307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,555 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $142,223 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,126,932 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $360,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $746,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $926,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $926,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,053,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $360,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,673,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,031,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,451,581 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $123,990 | CashBOYAmt |
| Cash EOY | $952,786 | CashEOYAmt |
| Cash EOYFMV | $952,786 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,199,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,335,269 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,335,269 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $2,938 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $23,862,435 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,333,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,333,992 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $105 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,946 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,946 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,196 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,024 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,728 | LandBOYAmt |
| Land EOY | $11,172 | LandEOYAmt |
| Land EOYFMV | $11,172 | LandEOYFMVAmt |
| Other Assets BOY | $1,066,423 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,435,594 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,435,594 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,260,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,071,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,071,759 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $26,259,423 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,070,759 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,260,423 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,071,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,260,423 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,071,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,260,423 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,031,131 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,291,554 | SubtotalAmt |
| Other Decreases | $7,219,795 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,071,759 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 10000 ISHARES SILVER TR | 2021-09-19 | 2022-10-25 | $176,596 | $207,650 | -$31,054 | -$31,054 | |
| 10000 ISHARES SILVER TR | 2021-09-19 | 2022-10-25 | $176,596 | $207,650 | -$31,054 | -$31,054 | |
| 26000 SPDR GOLD TRUST | 2021-09-19 | 2022-10-25 | $4,008,609 | $4,270,955 | -$262,346 | -$262,346 | |
| CAPITAL GAINS DIVIDENDS | $16,119 | $16,119 | $16,119 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$308,335 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,177 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,177 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $21 | EsPenaltyAmt |
| Overpayment | $2 | OverpaymentAmt |
| Applied To ES Tax | $2 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 | DOUGLAS W BONNER | IndividualWithBooksNm |
| Phone | 2147489614 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 N ST PAUL ST 2500 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS W BONNER | ||||||||
| 325 N ST PAUL ST 2500 | DALLAS | TX | 75201 | PRESIDENT | 40.00 | $336,375 | $0 | $0 |
| CONNIE MORRIS | ||||||||
| 325 N ST PAUL ST 2500 | DALLAS | TX | 75201 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ADAM REED | ||||||||
| 325 N ST PAUL ST 2500 | DALLAS | TX | 75201 | EXEC VP AND TREAS | 40.00 | $151,250 | $0 | $0 |
| HUGH AKIN | ||||||||
| 325 N ST PAUL ST 2500 | DALLAS | TX | 75201 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE L CURTIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 N SAINT PAUL ST STE 2500 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATION | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $90,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $27,047,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,958,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,449,711 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,455,973 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,455,973 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $471,840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,984,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,549,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,549,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,177 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $49,512 | IncomeTaxAmt |
| Total Tax | $69,689 | TotalTaxAmt |
| Distributable Before Adj | $1,479,518 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,479,518 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,479,518 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,673,445 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,673,445 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,479,518 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $865,588 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,673,445 | QualifyingDistributionsAmt |
| Applied To Year1 | $865,588 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $807,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $671,661 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AZLEWAY INC | ||||||
| 2004 TX-360 FRONTAGE ROAD | GRAND PRAIRIE | TX | 75050 | PC | GENERAL SUPPORT CONTRIBUTION | $25,000 |
| BOYS SCOUTS OF AMERICA | ||||||
| 8605 HARRY HINES BOULEVARD | DALLAS | TX | 75235 | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 |
| BUCKNER FOUNDATION | ||||||
| 700 NORTH PEARL STREET SUITE 1200 | DALLAS | TX | 75201 | PC | GENERAL SUPPORT CONTRIBUTION | $5,000 |
| CHALLENGE AIR INC | ||||||
| 8001 LEMMON AVENUE SUITE 280 | DALLAS | TX | 75209 | PC | GENERAL SUPPORT CONTRIBUTION | $2,500 |
| CHASE'S PLACE SCHOLARSHIP FUND | ||||||
| 620 N COIT ROAD SUITE 2176 | RICHARDSON | TX | 75080 | PC | GENERAL SUPPORT CONTRIBUTION | $2,500 |
| CLAYTON DABNEY FOUNDATION | ||||||
| 4300 MACARTHUR AVENUE STE 205 | DALLAS | TX | 75209 | PC | GENERAL SUPPORT CONTRIBUTION | $2,500 |
| COLLIN COLLEGE FOUNDATION | ||||||
| 3452 SPUR 399 SUITE 429 | MCKINNEY | TX | 75069 | PC | GENERAL SUPPORT CONTRIBUTION | $100,000 |
| DALLAS SYMPHONY ORCHESTRA | ||||||
| 2301 FLORA STREET | DALLAS | TX | 75201 | PC | GENERAL SUPPORT CONTRIBUTION | $25,000 |
| HEROES FOR CHILDREN | ||||||
| PO BOX 831087 | RICHARDSON | TX | 75083 | PC | GENERAL SUPPORT CONTRIBUTION | $2,500 |
| KAUFMAN SCHOLARSHIP FOUNDATION | ||||||
| 3205 S HOUSTON ST | KAUFMAN | TX | 75142 | PC | GENERAL SUPPORT CONTRIBUTION | $25,000 |
| LENA POPE ORGANIZATION | ||||||
| 3200 SANGUINET STREET | FORT WORTH | TX | 76107 | PC | GENERAL SUPPORT CONTRIBUTION | $2,500 |
| LITTLE ELM ISD EDUCATION FOUNDATION | ||||||
| PO BOX 136 | LITTLE ELM | TX | 75068 | PC | GENERAL SUPPORT CONTRIBUTION | $50,000 |
| LITTLE ELM ISD EDUCATION FOUNDATION | ||||||
| PO BOX 136 | LITTLE ELM | TX | 75068 | PC | GENERAL SUPPORT CONTRIBUTION | $25,500 |
| SOUTHERN METHODIST UNIVERSITY-MACHINERY | ||||||
| PO BOX 750402 | DALLAS | TX | 75275 | PC | GENERAL SUPPORT CONTRIBUTION | $35,650 |
| RETINA FOUNDATION OF THE SOUTHWEST | ||||||
| 9600 N CENTRAL EXPRESSWAY SUITE 200 | DALLAS | TX | 75231 | PC | GENERAL SUPPORT CONTRIBUTION | $25,000 |
| SMU-IGNITED | ||||||
| PO BOX 750402 | DALLAS | TX | 75275 | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 |
| SMU-ISEM CONTRIBUTION | ||||||
| 3225 DANIEL AVE | DALLAS | TX | 75275 | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 |
| SMU-MACHINE SHOP FUND CONTRIBUTION | ||||||
| PO BOX 750402 | DALLAS | TX | 75275 | PC | GENERAL SUPPORT CONTRIBUTION | $5,000 |
| SMU-HAULING | ||||||
| PO BOX 750402 | DALLAS | TX | 75275 | PC | GENERAL SUPPORT CONTRIBUTION | $11,945 |
| SMU-LYLE | ||||||
| PO BOX 750402 | DALLAS | TX | 75275 | PC | GENERAL SUPPORT CONTRIBUTION | $100,000 |
| SMU-DESIGNATION 51156 | ||||||
| PO BOX 750281 | DALLAS | TX | 75275 | PC | GENERAL SUPPORT CONTRIBUTION | $100,000 |
| TEXAS SCOTTISH RITE HOSPITAL | ||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | PC | GENERAL SUPPORT CONTRIBUTION | $25,000 |
| THE DALLAS OPERA | ||||||
| 2403 FLORA STREET SUITE 500 | DALLAS | TX | 75201 | PC | GENERAL SUPPORT CONTRIBUTION | $25,000 |
| THE WINSTON SCHOOL | ||||||
| 5707 ROYAL LANE | DALLAS | TX | 75229 | PC | GENERAL SUPPORT CONTRIBUTION | $50,000 |
| TVCC FOUNDATION | ||||||
| 100 CARDINAL DRIVE | ATHENS | TX | 75751 | PC | GENERAL SUPPORT CONTRIBUTION | $126,100 |
| TYLER ISD FOUNDATION | ||||||
| 807 W GLENWOOD BLVD | TYLER | TX | 75701 | PC | GENERAL SUPPORT CONTRIBUTION | $50,000 |
| TYLER JUNIOR COLLEGE FOUNDATION | ||||||
| PO BOX 9020 | TYLER | TX | 75711 | PC | GENERAL SUPPORT CONTRIBUTION | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $926,695 | 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 | $16,690 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,019,905 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$308,335 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211100 | BusinessCd |
| Unrelated Business Taxbl Incm | $236,772 | UnrelatedBusinessTaxblIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTY INCOME | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $775,188 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $236,772 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,503,448 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,740,220 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF RAY MARR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 N ST PAUL 2500 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,344,538 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MARKETABLE SECURITIES | $22,924,809 | 2022-10-01 |
| 1 | REAL ESTATE-9323 ESPLANADE DR DALLAS TX | $434,990 | 2022-10-01 |
| 1 | PARTNERSHIP INTEREST-MARR OIL & GAS LTD | $1,879,418 | 2022-10-01 |
| 1 | PARTNERSHIP INTEREST-MARR OPERATING COMPANY LLC | $47,171 | 2022-10-01 |
| 1 | MACHINE SHOP TOOLS (SMU DONATION) | $58,150 | 2022-10-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $96,909 | Amt |
| Net Investment Income | $96,909 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH INVESTMENTS-FUNDS/BONDS/EQUITIES | StockNm |
| EOY Book Value | $39,333,992 | EOYBookValueAmt |
| EOYFMV | $39,333,992 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FEE LANDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,946 | BookValueAmt |
| EOYFMV | $2,946 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE EQUIPMENT | $2,899 | $828 | $2,071 |
| OFFICE EQUIPMENT | $2,861 | $204 | $2,657 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NET INTANGIBLE ASSETS | $1,066,423 | $1,771,399 | $1,771,399 |
| NET PAYABLES | $0 | -$14,920 | -$14,920 |
| 9323 ESPLANADE (CONDO) | $0 | $434,990 | $434,990 |
| GHEENS NET ACQUISITION | $0 | $244,125 | $244,125 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON FMV OF INVESTMENTS | Desc |
| Amt | $7,219,795 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GENERAL OFFICE EXPENSES | $48,536 | $9,707 | $38,829 |
| INSURANCE | $129,242 | $25,848 | $103,394 |
| NONEXPENDABLE COSTS | $1,529 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $775,188 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $775,188 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $775,188 | AdjustedNetIncomeAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WORKING INTEREST | CategoryTxt |
| Gross Sales | $553,873 | GrossSalesAmt |
| Cost Of Goods Sold | $317,101 | CostOfGoodsSoldAmt |
| Net | $236,772 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AD VALOREM AND OTHER TAXES | $8,369 | $8,369 | $0 |
| PRODUCTION TAXES | $34,776 | $34,776 | $0 |
| FEDERAL INCOME TAX | $18,451 | $0 | $0 |
| ROYALTY DIRECT COSTS | $33,462 | $33,462 | $0 |
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