BETA

BULL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BULL FOUNDATION (EIN 27-1494865)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202343179349103714
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)
Return2023-11-13T17:00:14-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453751241PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROY M GONZALEZ CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1632 EAST KING AVENUEAddressLine1Txt
CityKINGSVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP78363ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271494865EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BULL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBULLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 228AddressLine1Txt
CitySARITACityNm
State AbbreviationTXStateAbbreviationCd
ZIP783850228ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBURT L BULLPersonNm
Person TitleBURT BULLPersonTitleTxt
Phone3615925161PhoneNum
Signature2023-03-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBURTPersonFirstNm
Person LastBULLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROY M GONZALEZPreparerPersonNm
PTINP00275838PTIN
Phone3615925161PhoneNum
Preparation2023-11-13PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
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$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$53,241DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$31,644NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,387,586GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,644CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$84,885TotalRevAndExpnssAmt
Total Net Invst Incm$31,644TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,350AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,350TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,350TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$83,535ExcessRevenueOverExpensesAmt
Net Investment Income$31,644NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,790CashBOYAmt
Corporate Bonds BOY$3,208,163CorporateBondsBOYAmt
Corporate Bonds EOY$3,301,488CorporateBondsEOYAmt
Total Assets BOY$3,217,953TotalAssetsBOYAmt
Total Assets EOY$3,301,488TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,208,163CapitalStockBOYAmt
Capital Stock EOY$3,208,163CapitalStockEOYAmt
Retained Earning BOY$9,790RetainedEarningBOYAmt
Retained Earning EOY$93,325RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,217,953TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,301,488TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,217,953TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,301,488TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,217,953TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$83,535ExcessRevenueOverExpensesAmt
Subtotal$3,301,488SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,301,488TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
EDWARD JONES CAPITAL GAINS DISTRIBUP2022-01-012022-12-31$16,449$16,449$16,449
EDWARD JONES SALES OF SHORT TERM ASP2022-01-012022-12-31$226,703-$57,916-$57,916$284,619
EDWARD JONES SALES OF LONG TERM ASP2022-01-012022-12-31$1,144,434$73,111$73,111$1,071,323
FieldValueIRS element (for citing)
Capital Gain Net Income$31,644CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$57,916NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$440InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$440SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$440TaxBasedOnInvestmentIncomeAmt
Tax Due$440TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksBURT BULLIndividualWithBooksNm
Phone3616750229PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 228AddressLine1Txt
CitySARITACityNm
State AbbreviationTXStateAbbreviationCd
ZIP78385ZIPCd

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
BURT BULL
P O BOX 228SARITATX78385DIRECTOR2.00$0$0$0
LINDA BULL
PO BOX 228SARITATX78385DIRECTOR2.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1KLEBERG-KENEDY LIVESTOCK SHOWDescription1Txt
Expenses1$110,900Expenses1Amt
Description2VARIOUSDescription2Txt
Expenses2$31,200Expenses2Amt
Description3BROOKS COUNTY FAIR ASSOCIATIONDescription3Txt
Expenses3$12,900Expenses3Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

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 RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KLEBERG-KENEDY LIVESTOCK SHOW
PO BOX 648KINGSVILLETX78363NONEEDUCATIONAL CHARITABLE$110,900
BROOKS COUNTY FAIR ASSOCIATION
1922 HWY EAST 285FALFURRIASTX78355NONENONPROFIT AIR AMBULANCE$12,900
RIVIERA SCHOLARSHIP FOUNDATION
203 SEAHAWK DRIVERIVIERATX78379NONEEDUCATIONAL$500
SOUTH TEXAS CHARITY WEEKEND INC
700 UNIVERSITY BLVD MSC 218KINGSVILLETX78363NONECHARITIBLE$5,025
EPIPHANY SCHOOL
120 N THIRD STKINGSVILLETX78363NONEEDUCATIONAL$1,985
KLEBERG COUNTY PREGNANCY CENTER
1311 E GENERAL CAVAZOS BLVDKINGSVILLETX78363NONEEDUCATIONAL$5,200
IMMANUEL MINISTRIES INC
4530 MAIN ST PO BOX 36JAVA VILLAGENY14083NONERELIGIOUS CHARITABLE$2,500
ROAD TO EMMAUS
5807 BLACKHORSE CIRCLEPENSACOLAFL32526NONERELIGIOUSCHARITABLE$5,000
DREAM COME TRUE FOUNDATION
PO BOX 5890AUSTINTX78763NONECHARITABLE$6,000
KING RANCH INSTITUTE
700 N UNIVERSITY BLVD STOP 137KINGSVILLETX78363NONEEDUCATIONAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$155,010TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,350Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondEDWARD JONES...STOCKSBondNm
EOY Book Value$3,301,488EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.