BETA

THE POGUE FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE POGUE FAMILY FOUNDATION (EIN 75-2894071)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202303199349107100
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T15:20:03-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752409112PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUSELTON MORGAN & MAULTSBY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15005 LYNDON B JOHNSON FWY STE 1200AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75244ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752894071EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE POGUE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPOGUBusinessNameControlTxt
Phone2147404440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1920AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75221ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY DAVISPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2147404440PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNANCYPersonFirstNm
Person LastDAVISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJESSICA M GOOCHPreparerPersonNm
PTINP00543257PTIN
Phone9724041010PhoneNum
Preparation2023-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$358,993,026FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$203,838,334ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,812,515DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,812,515DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,178,622NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,688,925GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,178,622CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,266,702OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,262,730OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$212,096,173TotalRevAndExpnssAmt
Total Net Invst Incm$8,253,867TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,243LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,970LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,273LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$51,449AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$36,014AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$15,435AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$302,977OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$302,977OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,000,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$690OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,359,359TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$341,961TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,708TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,359,359TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$341,961TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,016,708TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$200,736,814ExcessRevenueOverExpensesAmt
Net Investment Income$7,911,906NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,734CashBOYAmt
Cash EOY$34,338,469CashEOYAmt
Cash EOYFMV$34,338,469CashEOYFMVAmt
Sav And Temp Cash Invst BOY$680SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$687SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$687SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,666,174CorporateStockBOYAmt
Corporate Stock EOY$213,992,232CorporateStockEOYAmt
Corporate Stock EOYFMV$233,094,682CorporateStockEOYFMVAmt
Other Investments BOY$129,674,746OtherInvestmentsBOYAmt
Other Investments EOY$85,669,760OtherInvestmentsEOYAmt
Other Investments EOYFMV$91,559,188OtherInvestmentsEOYFMVAmt
Total Assets BOY$134,354,334TotalAssetsBOYAmt
Total Assets EOY$334,001,148TotalAssetsEOYAmt
Total Assets EOYFMV$358,993,026TotalAssetsEOYFMVAmt
Loans From Officers BOY$1,090,000LoansFromOfficersBOYAmt
Total Liabilities BOY$1,090,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$133,264,334RetainedEarningBOYAmt
Retained Earning EOY$334,001,148RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$133,264,334TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$334,001,148TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$134,354,334TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$334,001,148TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$133,264,334TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$200,736,814ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$334,001,148SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$334,001,148TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
GT GLOBAL OPPORTUNITIESP2022-12-31$2,962,892$2,962,892$2,962,892
PFLP - ST GAINP2022-12-31-$1,510,303-$1,510,303$1,510,303
ESOP SALEP2022-12-31$305,537$305,537$305,537
PFLP - LT GAINP2022-12-31$1,420,496$1,420,496$1,420,496
FieldValueIRS element (for citing)
Capital Gain Net Income$3,178,622CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$109,975InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$109,975SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$109,975TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$155,797EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$65,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$220,797TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$110,822OverpaymentAmt
Applied To ES Tax$110,822AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNANCY DAVISIndividualWithBooksNm
Phone2147404440PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 N AKARD SUITE 700AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
A MACK POGUE
PO BOX 1920DALLASTX75221PRESIDENT/DIRECTOR1.00$0$0$0
JEFFREY BLAKE POGUE
PO BOX 1920DALLASTX75221DIRECTOR1.00$0$0$0
BLAIR MATTHEW POGUE
PO BOX 1920DALLASTX75221DIRECTOR1.00$0$0$0
DELORES JEAN POGUE
PO BOX 1920DALLASTX75221DIRECTOR1.00$0$0$0
NANCY DAVIS
PO BOX 1920DALLASTX75221VICE-PRESIDENT/DIRECTOR1.00$0$0$0
B JACK POGUE
PO BOX 1920DALLASTX75221DIRECTOR1.00$0$0$0
JACKIE BROWDER
PO BOX 1920DALLASTX75221SECRETARY/TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$199,134,638AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,372,140AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$208,506,778TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$208,506,778AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,127,602CashDeemedCharitableAmt
Net Vl Noncharitable Assets$205,379,176NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,268,959MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,268,959MinimumInvestmentReturnAmt
Tax Based On Investment Income$109,975TaxBasedOnInvestmentIncomeAmt
Income Tax$111,069IncomeTaxAmt
Total Tax$221,044TotalTaxAmt
Distributable Before Adj$10,047,915DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,047,915DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,047,915DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,016,708ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,016,708QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,047,915DistributableAsAdjustedAmt
Undistributed Income PY$4,820,885UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$10,016,708QualifyingDistributionsAmt
Applied To Year1$4,820,885AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,195,823AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$4,852,092UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerA MACK POGUEContributingManagerNm
Shareholder ManagerJEFFREY BLAKE POGUEShareholderManagerNm
Shareholder ManagerBLAIR MATTHEW POGUEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHILDREN'S MEDICAL CENTER FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12777 N STEMMONS FREEWAY SUITE 700AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75207ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPUBLIC CHARITYRecipientFoundationStatusTxt
Grant Or Contribution PurposeSUPPORT RESEARCH PROGRAMS AND OPERATIONS OF CHILDREN'S MEDICAL CENTER RESEARCH INSTITUTE AT UT SOUTHWESTERNGrantOrContributionPurposeTxt
Amt$10,000,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHILDREN'S MEDICAL CENTER FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12777 N STEMMONS FREEWAY SUITE 700AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75207ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPUBLIC CHARITYRecipientFoundationStatusTxt
Grant Or Contribution PurposeSUPPORT RESEARCH PROGRAMS AND OPERATIONS OF CHILDREN'S MEDICAL CENTER RESEARCH INSTITUTE AT UT SOUTHWESTERNGrantOrContributionPurposeTxt
Amt$90,000,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$90,000,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,812,515ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$589,018UnrelatedBusinessTaxblIncmAmt
Exclusion01ExclusionCd
Exclusion$1,677,684ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,178,622ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$589,018UnrelatedBusinessTaxblIncmAmt
Exclusion$7,668,821ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,257,839TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
DAVID BRENT POGUE ESTATE
1PO BOX 1920DALLASTX75221$100,766,096Yes (X)
DAVID BRENT POGUE ESTATE
2PO BOX 1920DALLASTX75221$103,072,238Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyASSETS PREVIOUSLY HELD IN ESTATE INCLUDING A/R, ESOP NOTE, AND VARIOUS PASSTHROUGH INVESTMENTS.NoncashPropertyDesc
Fair Market Value$103,072,238FairMarketValueAmt
Received2022-10-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$51,449Amt
Net Investment Income$36,014NetInvestmentIncomeAmt
Disbursements Charitable Prps$15,435DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS IN NON-LPC ENTITIESStockNm
EOY Book Value$213,992,232EOYBookValueAmt
EOYFMV$233,094,682EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS IN LPC ENTITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$85,669,760BookValueAmt
EOYFMV$91,559,188EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,243LegalFeesAmt
Net Investment Income$2,970NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,273DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNON-DEDUCTIBLE EXPENSES FROM PASSTHROUGHDesc
Revenue And Expenses Per Books$690RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
UNRELATED BUSINESS INCOME - PFLP$589,018$589,018$589,018
OTHER PORTFOLIO INCOME - PFLP$1,608,222$1,608,222$1,608,222
ACTIVE INCOME/LOSS-$61,233-$61,233-$61,233
PASSIVE INCOME/LOSS$10,129$10,129$10,129
PORTFOLIO INCOME/LOSS-$64,632-$64,632-$64,632
ROYALTY INCOME/DEDUCTIONS$23,741$23,741$23,741
OTHER PARTNERSHIP DEDUCTIONS-$2,685,637-$2,685,637-$2,685,637
OTHER PARTNERSHIP INCOME-NON LPC$2,843,122$2,843,122$2,843,122
OTHER TAX-EXEMPT INCOME$3,972$0$3,972

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPARTNERSHIP PROFESSIONAL FEESCategoryTxt
Amt$302,977Amt
Net Investment Income$302,977NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$1,000,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1POGUE FAMILY LIMITED PARTNERSHIPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1920AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75221ZIPCd
FieldValueIRS element (for citing)
EIN752564048EIN
DescRECEIPT OF FINAL PARTNERSHIP DISTRIBUTION.Desc
Amt$0Amt
FieldValueIRS element (for citing)
Total$129,668,822TotalAmt

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