ROWLING FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROWLING FOUNDATION (EIN 73-6351612)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349102420
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T12:03:21-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736351612 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROWLING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROWL | BusinessNameControlTxt |
| Phone | 2142838500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MAPLE AVE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRAVIS B ROWLING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2142838500 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRAVIS | PersonFirstNm |
| Person Last | ROWLING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,362,243 | 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 | $5,471,119 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $114 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $114 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,034,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,034,039 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $117 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $117 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $117 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $331,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,386,978 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $331,948 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $135,508 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $135,508 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,972,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,501,726 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $34,731 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,731 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,222 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,222 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,137 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,137 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,090 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,057,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,057,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,112,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,057,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,860,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,446,636 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $32,251,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,658,996 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,658,996 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $386 | AcctRcvblAmt |
| Acct Rcvbl EOY | $386 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $386 | AcctRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,089,540 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,089,540 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,089,540 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $11,400,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $7,502,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,954,581 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,302,861 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,843,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,703,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,362,243 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $40,843,098 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,703,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,843,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,703,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,843,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,703,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,843,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,860,405 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,703,503 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,703,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NORTHERN OIL & GAS | 2020-12-23 | 2021-02-18 | $5,507,410 | $5,174,057 | $333,353 | $333,353 |
| JP MORGAN F3252208 | 2019-12-31 | 2021-12-31 | $9,189,846 | $9,198,228 | -$8,382 | -$8,382 |
| JP MORGAN F3252208 | 2019-12-31 | 2021-12-31 | $3,271,766 | $3,278,456 | -$6,690 | -$6,690 |
| JP MORGAN F3252208 | 2020-12-31 | 2021-12-31 | $7,267,859 | $7,253,251 | $14,608 | $14,608 |
| JP MORGAN F3252208 | 2020-12-31 | 2021-12-31 | $1,150,097 | $1,151,038 | -$941 | -$941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $331,948 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,108 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,108 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,535 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,641 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,176 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,068 | OverpaymentAmt |
| Applied To ES Tax | $7,068 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | WWW.ROWLINGFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANETT O'DWYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142838500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MAPLE AVE SUITE 500 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT B ROWLING | ||||||||
| 4001 MAPLE AVE SUITE 600 | DALLAS | TX | 75219 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TERRY H ROWLING | ||||||||
| 4001 MAPLE AVE SUITE 600 | DALLAS | TX | 75219 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CARRIE A ROWLING | ||||||||
| 4001 MAPLE AVE SUITE 600 | DALLAS | TX | 75219 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TRAVIS BLAKE ROWLING | ||||||||
| 4001 MAPLE AVE SUITE 600 | DALLAS | TX | 75219 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $13,141,261 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,714,341 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,400,346 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,255,948 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,255,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $858,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,397,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,819,855 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,819,855 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,108 | TotalTaxAmt |
| Distributable Before Adj | $2,799,747 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,799,747 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,799,747 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,057,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,057,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,799,747 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,665,970 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $12,094,496 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,605,597 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,021,265 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,387,328 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,057,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,057,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,742,397 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,742,397 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,644,931 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,923,573 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,721,358 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $12,094,496 | ExcessFromYear3Amt |
| Excess From Year2 | $25,605,597 | ExcessFromYear2Amt |
| Excess From Year1 | $2,021,265 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT B ROWLING | ContributingManagerNm |
| Contributing Manager | TERRY H ROWLING | ContributingManagerNm |
| Contributing Manager | CARRIE A ROWLING | ContributingManagerNm |
| Contributing Manager | TRAVIS BLAKE ROWLING | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||
| PO BOX 446 | SANTA ROSE | CA | 95402 | NONE | PC | PROVIDE SERVICE DOGS TO ADULTS, CHILDREN AND VETERANS WITH DISABILITIES | $5,000 | |
| KERSHAW'S CHALLENGE | ||||||||
| 5949 SHERRY LANE SUITE 110 | DALLAS | TX | 75225 | NONE | PC | TRANSFORM AT RISK CHILDEN AND NEIGHBORHOODS THROUGH BENEVOLENCE | $125,000 | |
| OMNI HOTELS CHARITAB | ||||||||
| 4001 MAPLE AVE STE 600 | DALLAS | TX | 75219 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR ASSOCIATES AND COMMUNITY IN NEED DUE TO DISASTER | $100,000 | |
| THE STEWPOT ALLIANCE | ||||||||
| 1835 YOUNG ST | DALLAS | TX | 75201 | NONE | PC | PROVIDE RESOURCES AND OPPOURINITIES FOR HOMELESS AND AT-RISK INDIVIDUALS OF DALLAS | $25,000 | |
| YOUNG LIFE | ||||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | PC | SUPPORT YOUNG PEOPLE TO THE INTRODUCTION TO JESUS CHRIST AND HELP THEM GROW IN FAITH | $10,000 | |
| PARENT'S TELEVISION COUNCIL | ||||||||
| PO BOX 4210 | BURBANK | CA | 915034210 | NONE | PC | PROVIDE A SAFE AND SOUND ENTERTAINMENT MEDIA ENVIRONMENT FOR CHILDREN AND FAMILIES ACROSS AMERICA | $2,000 | |
| I AM A GOLFER FOUNDATION | ||||||||
| 1800 SOUTHERLAND AVE | DALLAS | TX | 75203 | NONE | PC | TRANSFORM SOUTH DALLAS THROUGH THE PROMOTION OF THE SPORT AND ACTIVITY TO DIVERSE COMMUNITIES | $25,000 | |
| DALLAS FOUNDATION | ||||||||
| 3000 PEGASUS PARK DR 930 | DALLAS | TX | 75247 | NONE | PC | REDUCE INTERGENERATIONAL POVERTY AND MEET TODAYS PRESSING NEEDS WHILE POSITIONING GREATER DALLAS FOR A BRIGHTER, MORE EQUITABLE TOMORROW. | $25,000 | |
| COUNCIL FOR LIFE | ||||||||
| 4516 LOVERS LANE POB 103 | DALLAS | TX | 75225 | NONE | PC | RAISE PUBLIC AWARENESS OF COMPLEX ISSUES THAT SURROUND UNPLANNED PREGANCIES AND PROVIDE FINANCIAL SUPPORT TO AGENCIES THAT SHARE THE MISSION | $25,000 | |
| BIENVENIDO USA | ||||||||
| 3626 N HALL ST 610 | DALLAS | TX | 75219 | NONE | PC | RAISE AND ADVANCE THE HISPANIC VOICE IN TODAYS SOCIETY BY RECRUITING AND EDUCATING YOUNG HISPANICS TO BECOME LEADERS THAT UPHOLD TRADITIONAL AND CONSERVATIVE VALUES | $52,850 | |
| EAST WEST MINISTRIES | ||||||||
| 2001 W PLANO PKWY 3000 | PLANO | TX | 75075 | NONE | PC | PROVIDE FINANCIAL SUPPORT TO MOBILIZE THE BODY OF CHRIST AMONG THE WORLD | $46,000 | |
| FOUNDATION FOR A GLOBALLY COMPETITIVE TEXAS | ||||||||
| 816 CONGRESS AVENUE SUITE 990 | AUSTIN | TX | 78701 | NONE | PC | ADVISE OUR STATE AND NATIONAL POLICY MAKERS ON ISSUES CRITICAL TO TEXAS ECONOMIC GROWTH WITH TIMELY AND FACT BASED INFORMATION | $10,000 | |
| MERCY STREET | ||||||||
| 3801 HOLYSTONE ST | DALLAS | TX | 75212 | NONE | PC | CULTIVATE MUTUALLY TRANSFORMING RELATIONSHIPS WITH INNER-CITY YOUTH THROUGH CHRISTIAN MENTORSHIP | $10,000 | |
| JUNIOR ACHIEVEMENT OF DALLAS | ||||||||
| 1201 EXECUTIVE DR W | RICHARDSON | TX | 75081 | NONE | PC | PROVIDE A POSITIVE, ENRICHING LEARNING EXPERIENCE FREE OF BIAS THAT PROMOTES GREATER ECONOMIC OPPORTUNITY AND EQUITY | $10,000 | |
| THE COOPER INSTITUTE | ||||||||
| 12330 PRESTON RD | DALLAS | TX | 75230 | NONE | PC | PROMOTE LIFE-LONG HEALTH AND WELLNESS WORLDWIDE THROUGH RESEARCH, EDUCATION AND ADVOCACY | $10,000 | |
| BOXES OF BLESSINGS | ||||||||
| PO BOX 195343 | DALLAS | TX | 75219 | NONE | PC | PROVIDE FOOD FOR THOUSANDS OF FAMILIES IN NEED THROUGHOUT THE GREATER DALLAS AREA | $1,000 | |
| DALLAS ARBORETUM | ||||||||
| 8525 GARLAND RD | DALLAS | TX | 75218 | NONE | PC | SUPPORT THE GARDEN WHICH BRINGS VALUE TO THE COMMUNITY | $10,000 | |
| PROVERBS 31 MINISTRIES | ||||||||
| 720 PARK CENTER DR | MATTHEWS | NC | 28105 | NONE | PC | REACH WOMEN WITH THE HOPE OF JESUS CHRIST | $1,000 | |
| SUSAN B ANTHONY LIST EDUCATION FUND | ||||||||
| 2800 SHIRLINGTON ROAD SUITE 1200 | ARLINGTON | VA | 22206 | NONE | PC | RESEARCH AND EDUCATIONAL COMMUNICATIONS ON ABORTION AND THE RIGHT TO LIFE | $10,000 | |
| THE STARFISH PROJECT | ||||||||
| 1010 EISENHOWER DR S | GOSHEN | IN | 46526 | NONE | PC | PROVIDE CARE FOR WOMEN ESCAPING HUMAN TRAFFICKING AND EXPLOITATION IN ASIA | $1,000 | |
| TEXAS BAPTIST MEN | ||||||||
| 5351 CATRON DR | DALLAS | TX | 75227 | NONE | PC | PROVIDE HELP AND HOPE AFTER NATURAL DISASTERS THROUGH VOLUNTEERS | $500 | |
| SCOTTISH RITE HOSPITAL | ||||||||
| 2222 WELBORN ST | DALLAS | TX | 75219 | NONE | PC | PEDIATRIC HOSPITAL SPECIALIZING IN THE TREATMENT OF ORTHOPEDIC CONDITIONS AND SPORTS INJURIES, AS WELL AS CERTAIN RELATED ARTHRITIC AND NEUROLOGICAL DISORDERS AND LEARNING DISORDERS | $1,000 | |
| LEAP GLOBAL MISSIONS | ||||||||
| MEDICAL CITY HOSPITAL BUILDING C | DALLAS | TX | 75230 | NONE | PC | PROVIDE FREE SPECIALIZED MEDICAL AND SURGICAL SERVICES | $2,000 | 7777 FOREST LN |
| TEXAS PARKS AND WILDLIFE FOUNDATION | ||||||||
| 2914 SWISS AVE | DALLAS | TX | 75204 | NONE | PC | SUPPORT TEXAS PARKS AND WILDLIFE DEPARTMENT | $50,000 | |
| CONSUMERS' RESEARCH | ||||||||
| 1801 F STREET | WASHINGTON | DC | 20006 | NONE | PC | INCREASE THE KNOWLEDGE AND UNDERSTANDING OF ISSUES, POLICIES, PRODUCTS, AND SERVICES OF CONCERN TO CONSUMERS | $500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,057,350 | 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 | $114 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,034,039 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $135,508 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $331,948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,501,726 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,501,726 | 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 | ROBERT B ROWLING | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4001 MAPLE AVE SUITE 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,471,119 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENERGY TRANSFER STOCK | AT COST | $2,850,023 | $3,761,846 |
| NOG STOCK | AT COST | $4,999,995 | $10,541,015 |
| AT COST | $104,563 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $607 | $607 | $0 |
| FROM ENERGY TRANSFER K-1 #30-008820 | $530 | $530 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENERGY TRANSFER #30-0108820 | $131,977 | $131,977 | $131,977 |
| JP MORGAN #F32522008 | $3,663 | $3,663 | $3,663 |
| 1231 LOSS FROM ENERGY TRANSFER #30-0108820 | -$132 | -$132 | -$132 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JPM INVESTMENT FEES #F32522008 | CategoryTxt |
| Amt | $34,731 | Amt |
| Net Investment Income | $34,731 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAXES | CategoryTxt |
| Amt | $19,222 | Amt |
| Net Investment Income | $19,222 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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