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SHIRLEY & WILLIAM S MCINTYRE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SHIRLEY & WILLIAM S MCINTYRE FOUNDATION (EIN 75-2910339)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-06
IRS object ID
202203109349100205
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-06T16:35:09-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN751044330PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LANE GORMAN TRUBITT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12626 HOWELL ST SUITE 700AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752910339EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHIRLEY & WILLIAM S MCINTYRE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHIRBusinessNameControlTxt
Phone2147029004PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112222 MERIT DRIVE 1600AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM S MCINTYRE IVPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2147029004PhoneNum
Signature2022-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastMCINTYRE IVPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW C DOBAYPreparerPersonNm
PTINP01262771PTIN
Phone2148717500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,538,317FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,380InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,380InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,380InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$41,264DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,264DividendsNetInvstIncmAmt
Dividends Adj Net Incm$41,264DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$30,745NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$336,601GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15,155OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$15,155OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$15,155OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$32,054TotalRevAndExpnssAmt
Total Net Invst Incm$57,799TotalNetInvstIncmAmt
Total Adj Net Incm$57,799TotalAdjNetIncmAmt
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
Other Expenses Rev And Expnss$71,462OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$71,462TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$190,954ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$190,954ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$262,416TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$190,954TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$230,362ExcessRevenueOverExpensesAmt
Net Investment Income$57,799NetInvestmentIncomeAmt
Adjusted Net Income$57,799AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,806CashBOYAmt
Cash EOY$93,722CashEOYAmt
Cash EOYFMV$93,722CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,631SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,789SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,789SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$933,112CorporateStockBOYAmt
Corporate Stock EOY$948,280CorporateStockEOYAmt
Corporate Stock EOYFMV$1,239,258CorporateStockEOYFMVAmt
Other Investments BOY$2,420,362OtherInvestmentsBOYAmt
Other Investments EOY$2,312,221OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,189,548OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,416,911TotalAssetsBOYAmt
Total Assets EOY$3,370,012TotalAssetsEOYAmt
Total Assets EOYFMV$3,538,317TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
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$3,416,911RetainedEarningBOYAmt
Retained Earning EOY$3,370,012RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,416,911TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,370,012TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,416,911TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,370,012TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,416,911TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$230,362ExcessRevenueOverExpensesAmt
Other Increases$183,472OtherIncreasesAmt
Subtotal$3,370,021SubtotalAmt
Other Decreases$9OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,370,012TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MFO DOUBLELINE CORE FIXED INCOME FUNDP2020-07-012022-06-09$331,930$367,241-$35,311-$35,311
MFO DOUBLELINE CORE FIXED INCOME FUNDP2021-01-232022-06-09$105-$105-$105
CAPITAL GAIN DISTRIBUTION - MFO DOUBLELINE CORE FIXED INCOME FUNDP2020-07-012021-12-31$1,019$1,019$1,019
CAPITAL GAIN DISTRIBUTION - MFS NORTHERN FUNDS STK INCEX FUNDP2020-07-012021-12-31$3,620$3,620$3,620
MFC MORGAN STANLEY EMERGING MKTS DOMESTIC DEBT FUNDP2020-07-012022-01-01$32$32$32
FieldValueIRS element (for citing)
Capital Gain Net Income-$30,745CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$105NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$803InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$803SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$803TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,240EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,240TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$437OverpaymentAmt
Applied To ES Tax$437AppliedToESTaxAmt
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 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 Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM S MCINTYRE IVIndividualWithBooksNm
Phone2147029004PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112222 MERIT DRIVE SUITE 1600AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd
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
SHIRLEY MCINTYRE
12222 MERIT DRIVE SUITE 1600DALLASTX75251PRESIDENT0.50$0$0$0
WILLIAM S MCINTYRE IV
12222 MERIT DRIVE SUITE 1600DALLASTX75251VICE PRESIDENT/ SECRETARY0.50$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$2,739,184AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,780AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,225,024FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,026,988TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,026,988AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$60,405CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,966,583NetVlNoncharitableAssetsAmt
Minimum Investment Return$198,329MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$198,329MinimumInvestmentReturnAmt
Tax Based On Investment Income$803TaxBasedOnInvestmentIncomeAmt
Total Tax$803TotalTaxAmt
Distributable Before Adj$197,526DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$197,526DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$197,526DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$190,954ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$190,954QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$197,526DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$471,344ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$167,808ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$228,764ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$277,974ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$152,501ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,298,391TotalExcessDistributionCyovAmt
Qualifying Distributions$190,954QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$190,954AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$6,572ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$6,572ExcessDistributionCyovAppCYAmt
Total Corpus$1,291,819TotalCorpusAmt
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$464,772ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$827,047ExcessDistriCyovToNextYrAmt
Excess From Year4$167,808ExcessFromYear4Amt
Excess From Year3$228,764ExcessFromYear3Amt
Excess From Year2$277,974ExcessFromYear2Amt
Excess From Year1$152,501ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHIRLEY MCINTYREContributingManagerNm
Contributing ManagerWILLIAM S MCINTYRE IVContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRAVO VAIL
2271 N FRONTAGE ROAD W SUITE CVAILCO81657NONEPCGENERAL OPERATIONS$38,900
BRAVO VAIL VALLEY MUSIC FESTIVAL
2271 N FRONTAGE ROAD W SUITE CVAILCO81657NONEPCGENERAL OPERATIONS$200
CALLIER CENTER OF UTD
1966 INWOOD ROADDALLASTX75235NONEPCGENERAL OPERATIONS$3,100
CHILDREN'S MEDICAL CENTER FOUNDATION
1935 MEDICAL DISTRICT DRIVEDALLASTX75235NONEPCGENERAL OPERATIONS$5,000
CRYSTAL CHARITY BALL
30 HIGHLAND PARK VILLAGE 206DALLASTX75206NONEPCGENERAL OPERATIONS$100
DALLAS ARBORETUM
8617 GARLAND ROADDALLASTX75218NONEPCGENERAL OPERATIONS$42,300
DALLAS WOMEN'S CLUB FOUNDATION
7000 PARK LANEDALLASTX75225NONEPCGENERAL OPERATIONS$650
EPISCOPAL CHURCH OF THE TRANSFIGURATION
14115 HILLCREST ROADDALLASTX75254NONEPCGENERAL OPERATIONS$10,000
FIRST LIBERTY
2001 W PLANO PKWY 1600PLANOTX75075NONEPCGENERAL OBLIGATIONS$5,000
SAINT MICHAEL AND ALL ANGELS FOUNDATION OF DALLAS
8011 DOUGLAS AVEDALLASTX75225NONEPCGENERAL OPERATIONS$18,100
THE NATURE CONSERVANCY OF TEXAS
2122 KIDWELL STREET SUITE 100DALLASTX75214NONEPCGENERAL OPERATIONS$10,000
THE SENIOR SOURCE
3910 HARRY HINES BLVDDALLASTX75219NONEPCGENERAL OPERATIONS$2,500
UTD CENTER FOR BRAIN HEALTH
2200 WEST MOCKINGBIRD LANEDALLASTX75235NONEPCGENERAL OPERATIONS$300
VAIL JAZZ
P O BOX 3035VAILCO81658NONEPCGENERAL OPERATIONS$12,500
VAIL RELIGIOUS FOUNDATION
19 VAIL ROADVAILCO81657NONEPCGENERAL OPERATIONS$10,000
VAIL VALLEY VETERANS
12 VAIL ROADVAILCO81658NONEPCGENERAL OBLIGATIONS$2,500
BAYLOR HEALTHCARE FOUNDATION
301 N WASHINGTON AVENUEDALLASTX75246NONEPCGENERAL OBILGATIONS$200
BOYS AND GIRLS CLUBS OF GREATER DALLAS
4816 WORTH STDALLASTX75246NONEPCGENERAL OBLIGATIONS$500
BRIAN BILL FOUNDATION
258 15TH AVENUE NEST PETERSBERGFL33704NONEPCGENERAL OBLIGATIONS$879
SARCOMA FOUNDATION
P O BOX 98160WASHINGTONDC20090NONEPCGENERAL OBLIGATIONS$175
CHRISTIANS ENGAGED
714 BRIGHTON LANEGARLANDTX75043NONEPCGENERAL OBLIGATIONS$2,500
JUBILEE PARK AND COMMUNITY CENTER
907 BANK STREETDALLASTX75223NONEPCGENERAL OBLIGATIONS$100
MEADOW MUSEUM
5900 BISHOP BLVDDALLASTX75205NONEPCGENERAL OBLIGATIONS$2,500
NO ONE LEFT BEHIND
P O BOX 3641MERRIFIELDVA22116NONEPCGENERAL OBLIGATIONS$5,000
ODONNEL BRAIN INSTITUTE IT SOUTHWESTERN MEDICAL CENTER
P O BOX 91088DALLASTX75391NONEPCGENERAL OBLIGATIONS$100
SALVATION ARMY OF NORTH TEXAS
P O BOX 36006DALLASTX75235NONEPCGENERAL OBLIGATIONS$5,100
SMU MEADOWS SCHOOL OF THE ARTS
6101 BISHOPDALLASTX75205NONEPCGENERAL OBLIGATIONS$5,100
ST STANISLAUS CATHOLIC CHURCH
P O BOX 210ANDERSONTX77830NONEPCGENERAL OBLIGATIONS$150
TEXAS PUBLIC POLICY FOUNDATION
901 CONGRESS AVENUEAUSTINTX78701NONEPCGENERAL OBLIGATIONS$5,000
TEXAS RANGERS 2023
5906 DOLORES STREETHOUSTONTX77057NONEPCGENERAL OBLIGATIONS$1,000
TEXAS STATE HISTORY MUSEUM
P O BOX 12456AUSTINTX78711NONEPCGENERAL OBLIGATIONS$1,000
THE LAM FOUNDATION
4520 COOPER ROAD STE 300CINCINNATIOH45242NONEPCGENERAL OBLIGATIONS$100
UNITED WAY OF CENTRAL OHIO
60 S 3RD STCOLUMBUSOH43215NONEPCGENERAL OBLIGATIONS$150
UNIVERSITY OF TEXAS AT DALLAS
2200 WEST MOCKINGBIRD LANEDALLASTX75235NONEPCGENERAL OBLIGATIONS$100
WORLD ORPHAN RELIEF
4889 SINCLAIR RD STE 204COLUMBUSOH43229NONEPCGENERAL OBLIGATIONS$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$190,954TotalGrantOrContriPdDurYrAmt
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$1,380ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,264ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,155ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$30,745RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$57,799ExclusionAmt
Related Or Exempt Function Incm-$30,745RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,054TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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 Line1INTERNATIONAL RISK MANAGEMENT INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line112222 MERIT DRIVE SUITE 1600AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFB NORTHERN FUNDS STK INDEX FD$88,495$152,315
MFC ISHARES TR CORE S&P SMALL CAP ETF$679,906$929,714
MFC VANGUARD INTL EQUITY INDEX FDS$179,879$157,229

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MERIT ENERGY PARTNERS HAT COST$1,225,024$1,084,613
MFO BLACKROCK FDS HIGH YIELD BD PORTFOLIO INSTL CLAT COST$411,599$382,393
VANGUARDAT COST$2,500$2,500
MFC ISHARES CORE S&P MID-CAP ETFAT COST$149,842$242,292
ANGELES - OTHERAT COST$68,448$68,448
ANGELES - S&P DIVIDEND ETFAT COST$78,462$77,386
ANGELES - GLOBAL OPPROTUNITY FUNDAT COST$250,000$205,570
ANGELES - PRIVATE CREDIT FUNDAT COST$126,346$126,346

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNON-DEDUCTIBLE EXPENSE - MERIT H K1Desc
Amt$9Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSE$10,635$0$0$0
BANK CHARGES$30$0$0$0
DEPLETION- MERIT ENERGY PARTNERS H, LP$60,797$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME- MERIT ENERGY PARTNERS E-II, LP$145$145$145
OTHER INCOME- MERIT ENERGY PARTNERS H, LP-$1,817-$1,817-$1,817
ROYALTY INC- MERIT ENERGY PARTNERS E-II, LP$2$2$2
ROYALTY INC- MERIT ENERGY PARTNERS H, LP$15,166$15,166$15,166
OTHER INCOME- NORTHERN TRUST$718$718$718
SECTION 1231 - MEP E-II$15$15$15
SECTION 1231 - MEP H$926$926$926

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSESDesc
Amt$183,472Amt

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