BETA

POLYCARP FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
POLYCARP FOUNDATION (EIN 75-2777481)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349103531
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)
Return2023-11-15T10:54:05-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112400 COIT ROAD SUITE 1000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752777481EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1POLYCARP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPOLYBusinessNameControlTxt
Phone9722330595PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14807 CALIBURN CRAddressLine1Txt
CityMISSOURI CITYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77459ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWORTH A NELSON IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9722330595PhoneNum
Signature2023-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWORTHPersonFirstNm
Person LastNELSON IIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLANCE ROSENFIELD CPAPreparerPersonNm
PTINP00742019PTIN
Phone2143465800PhoneNum
Preparation2023-11-03PreparationDt

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)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,709,181FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$347,593ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,578InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,578InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7,578InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$69,418DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,418DividendsNetInvstIncmAmt
Dividends Adj Net Incm$69,418DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,095NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$100,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$423,494TotalRevAndExpnssAmt
Total Net Invst Incm$76,996TotalNetInvstIncmAmt
Total Adj Net Incm$76,996TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,300AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,788OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,788OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$354TaxesRevAndExpnssAmt
Taxes Net Invst Incm$354TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,442TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,442TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$190,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$190,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$206,442TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,442TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$190,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$217,052ExcessRevenueOverExpensesAmt
Net Investment Income$60,554NetInvestmentIncomeAmt
Adjusted Net Income$76,996AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$460,634CashBOYAmt
Cash EOY$776,373CashEOYAmt
Cash EOYFMV$776,373CashEOYFMVAmt
Other Investments BOY$3,091,659OtherInvestmentsBOYAmt
Other Investments EOY$2,990,564OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,929,390OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,010OtherAssetsBOYAmt
Other Assets EOY$3,418OtherAssetsEOYAmt
Other Assets EOYFMV$3,418OtherAssetsEOYFMVAmt
Total Assets BOY$3,553,303TotalAssetsBOYAmt
Total Assets EOY$3,770,355TotalAssetsEOYAmt
Total Assets EOYFMV$4,709,181TotalAssetsEOYFMVAmt
Other Liabilities BOY$15,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$15,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$15,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,000TotalLiabilitiesEOYAmt
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$3,538,303RetainedEarningBOYAmt
Retained Earning EOY$3,755,355RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,538,303TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,755,355TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,553,303TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,770,355TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,538,303TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$217,052ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,755,355SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,755,355TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BANK NEW YORK MELLON CORPP2019-06-272022-01-13$50,000$50,512-$512-$512
WAL-MART STORES INCP2019-06-272022-12-15$50,000$50,583-$583-$583
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,095CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$842InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$842SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$842TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$842EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$842TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

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 Limit0UnrelatedBusIncmOverLimitInd
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 Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWORTH A NELSON IIIIndividualWithBooksNm
Phone2145494020PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14807 CALIBURN CIRCLEAddressLine1Txt
CityMISSOURI CITYCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77459ZIPCd
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 Holdings0BusinessHoldingsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH WESLEY DOOLIN
PO BOX 57BIG WELLSTX78830VP/SECRETARY1.00$0$0$0
WORTH A NELSON III
4807 CALIBURN CIRCLEMISSOURI CITYTX77459PRESIDENT3.00$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$4,016,121AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$618,518AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,634,639TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,634,639AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$69,520CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,565,119NetVlNoncharitableAssetsAmt
Minimum Investment Return$228,256MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$228,256MinimumInvestmentReturnAmt
Tax Based On Investment Income$842TaxBasedOnInvestmentIncomeAmt
Total Tax$842TotalTaxAmt
Distributable Before Adj$227,414DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$227,414DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$227,414DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$190,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$190,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$227,414DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$63,053ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$63,053TotalExcessDistributionCyovAmt
Qualifying Distributions$190,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$190,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$37,414ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$37,414ExcessDistributionCyovAppCYAmt
Total Corpus$25,639TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,639ExcessDistriCyovToNextYrAmt
Excess From Year2$25,639ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN LEGION CHARITIES INC
6801 MANHATTAN BLVDFORT WORTHTX76120PUBLIC CHARITYGENERAL SUPPORT$10,000
AMERICAN NATIONAL RED CROSS
PO BOX 37839BOONEIA50037PUBLIC CHARITYGENERAL SUPPORT$25,000
CYPRESS UNITED METHODIST CHURCH
13403 CYPRESS NORTH HOUSTON ROADCYPRESSTX77429PUBLIC CHARITYGENERAL SUPPORT$10,000
DIGITAL PRESERVATION ORGANIZATION
2951 MARINA BAY DR SUITE 130-737LEAGUE CITYTX77573PUBLIC CHARITYGENERAL SUPPORT$20,000
JOY LUTHERAN CHURCH
717 FM 359RICHMONDTX77406PUBLIC CHARITYCHARITABLE SUPPORT OF IT'S THE PITS COOKERS$40,000
SEA SCOUT BASE GALVESTON
7509 BROADWAY STGALVESTONTX77554PUBLIC CHARITYGENERAL SUPPORT$50,000
SONS OF CONFEDERATE VETERANS
PO BOX 59COLUMBIATN38402PUBLIC CHARITYGENERAL SUPPORT$5,000
ST ANDREWS EPISCOPAL CHURCH
2783 VALWOOD PKWYFARMERS BRANCHTX75234PUBLIC CHARITYGENERAL SUPPORT$10,000
TEXAS AND SOUTHWESTERN CATTLE
1301 WEST SEVENTH ST STE 201FT WORTHTX76102PUBLIC CHARITYGENERAL SUPPORT$10,000
TEXAS STATE AQUARIUM
2710 N SHORELINE BLVDCORPUS CHRISTITX78402PUBLIC CHARITYGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$190,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,578ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,418ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,095ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$75,901ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$75,901TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY KATHYRN DOOLIN CLUT FOUNDATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line112770 COIT ROAD SUITE 1217AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd
FieldValueIRS element (for citing)
Total Contributions$347,592TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$2,300Amt
Net Investment Income$2,300NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CNG UNTRA SHORT TERM BONDAT COST$1,066,783$1,048,462
U.S. LARGE CAPAT COST$1,209,138$2,008,860
U.S. MID CAPAT COST$236,033$342,646
U.S. SMALL CAPAT COST$163,600$217,427
INTERNATIONAL DEVELOPEDAT COST$219,767$219,106
EMERGING MARKETSAT COST$95,243$92,889

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$1,010BOYBookValueAmt
EOY Book Value$3,418EOYBookValueAmt
EOYFMV$3,418EOYFMVAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
RETURNED CHECK FOR GIFT TO BE REMAILED$5,000$5,000
OTHER LIABILITY$10,000$10,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSECategoryTxt
Amt$13,788Amt
Net Investment Income$13,788NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$354Amt
Net Investment Income$354NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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