2021-06-15T16:06:41-05:00 2020-12-31 BKD LLP 14241 DALLAS PARKWAY SUITE 1100 DALLAS TX 75254 990PF 2020-01-01 465434359 R4 Foundation % BRET HELMER R4FO 8173366500 5804 Edwards Ranch Road Fort Worth TX 76109 BRET HELMER President 8173366500 2021-06-15 true BRET HELMER 999009999 Jeanette Verrelli P00742631 9727028262 3 2020 2022-09-23 18:48:47Z X 25647676 X 0 X 3198 3198 430106 430106 -262309 2721335 0 170995 433304 162500 162500 5000 5000 28810 28810 5743 805 0 4938 68669 68669 38658 5346 390 390 24861 24583 278 334631 99403 0 201916 875500 875500 1210131 99403 0 1077416 -1039136 333901 445160 114077 114077 1288 1288 1288 1288 19356725 18631577 25462295 17173 17173 17173 17173 12372 52843 52843 19832718 18816958 25647676 6222 4651 6222 4651 X 19826496 18812307 19826496 18812307 19832718 18816958 19826496 -1039136 24947 18812307 18812307 MERRILL LYNCH LT P 2015-07-16 2020-12-31 1342954 1608630 -265676 -265676 MERRILL LYNCH ST P 2019-03-21 2020-03-02 1000000 999500 500 500 MERRILL LYNCH LT P 2019-03-21 2020-10-23 350565 350425 140 140 MERRILL LYNCH LT P 2016-01-28 2020-10-13 26000 25089 911 911 -262309 4641 4641 4641 23500 0 23500 X 12 18847 18847 false false false false false false false true true TX true false false false false true R4Foundation.org BRET HELMER 8173366500 5804 EDWARDS RANCH ROAD Fort Worth TX 76109 false false false true false false false false false false false false false false false false false false false false false false Bret Helmer 5804 Edwards Ranch Road Fort Worth TX 76109 President/CEO 40.0 150000 16759 0 Lauren Pavell 5804 Edwards Ranch Road Fort Worth TX 76109 Sec/Treasurer 2.0 12500 0 0 Walter Reynolds 5804 Edwards Ranch Road Fort Worth TX 76109 director 0.25 0 0 0 Claire Reynolds 5804 Edwards Ranch Road Fort Worth TX 76109 director 0.25 0 0 0 Donald Reynolds 5804 Edwards Ranch Road Fort Worth TX 76109 Director 0.25 0 0 0 Fantasy Reynolds 5804 Edwards Ranch Road Fort Worth TX 76109 Director 0.25 0 0 0 21197366 987361 17173 22201900 0 22201900 333029 21868871 1093444 1093444 4641 4641 1088803 1088803 1088803 1077416 0 0 0 0 1077416 0 1077416 1088803 8972 2018 2017 2016 0 0 0 0 0 0 0 1077416 8972 1068444 0 0 0 0 0 0 20359 0 0 0 0 0 R4 Foundation co Bret Helmer 5804 Edwards Ranch Road Fort Worth TX 76109 BHELMER@R4FOUNDATION.ORG WRITTEN APPLICATION FOLLOWING GUIDELINES FOUND IN GRANT APPLICATION ON R4FOUNDATION.ORG NONE GRANTS ARE RESTRICTED ALMOST EXCLUSIVELY TO 501(C)(3) ORGANIZATIONS THAT FURTHER WELLNESS, EDUCATION, ARTS, AND COMMUNITY CHARITABLE PURPOSES. Momentous Institute 106 E 10th St Dallas TX 75203 unrelated PC Assist in meeting the recipient organization's exempt purpose 5000 Teach for America 707 W Vickery Blvd 102 Fort Worth TX 76104 unrelated PC Assist in meeting the recipient organization's exempt purpose 15000 First 3 Years 1199 S Belt Line Rd 100 Coppell TX 75019 unrelated PC Assist in meeting the recipient organization's exempt purpose 15000 Trinity Habitat for Humanity 9333 N Normandale St Fort Worth TX 76116 unrelated PC Assist in meeting the recipient organization's exempt purpose 20000 Ronald McDonald House 1001 8th Ave Fort Worth TX 76104 unrelated PC Assist in meeting the recipient organization's exempt purpose 10000 Tarrant Regional Water District 800 East Northside Dr Fort Worth TX 76102 unrelated PC Assist in meeting the recipient organization's exempt purpose 5000 Communities in Schools 6707 Brentwood Stair Rd Fort Worth TX 76112 unrelated PC Assist in meeting the recipient organization's exempt purpose 20000 Casa Manana 3101 W Lancaster Ave Fort Worth TX 76107 unrelated PC Assist in meeting the recipient organization's exempt purpose 15000 ACH Child and Family Services 3712 Wichita St Fort Worth TX 76119 unrelated PC Assist in meeting the recipient organization's exempt purpose 15000 Shine Therapy 1450 8th Ave Fort Worth TX 76104 unrelated PC Assist in meeting the recipient organization's exempt purpose 5000 The Warm Place 809 Lipscomb St Fort Worth TX 76104 unrelated PC Assist in meeting the recipient organization's exempt purpose 10000 Como Lion's Heart 4840 Bellflower Way Fort Worth TX 76123 unrelated PC Assist in meeting the recipient organization's exempt purpose 7500 Key School 3947 E Loop 820 S Fort Worth TX 76119 unrelated PC Assist in meeting the recipient organization's exempt purpose 60000 North Texas Healthy Communities 1300 Summit Ave Ste 750 Fort Worth TX 76102 unrelated PC Assist in meeting the recipient organization's exempt purpose 30000 Arlington Heights PTA 4501 West Fwy Fort Worth TX 76107 unrelated PC Assist in meeting the recipient organization's exempt purpose 4000 CAMP FIRE FIRST TEXAS 2700 MEACHAM BLVD FORT WORTH TX 76137 unrelated PC Assist in meeting the recipient organization's exempt purpose 15000 Cancer Care Services 623 S Henderson St Fort Worth TX 76104 unrelated PC Assist in meeting the recipient organization's exempt purpose 10000 CASA of Tarrant County 101 Summit Avenue Suite 505 Fort Worth TX 76102 unrelated PC Assist in meeting the recipient organization's exempt purpose 10000 Center for Transforming Lives 512 W 4th St Fort Worth TX 76102 unrelated PC Assist in meeting the recipient organization's exempt purpose 7500 Cuisine for Healing 1614 Mistletoe Blvd Fort Worth TX 76104 unrelated PC Assist in meeting the recipient organization's exempt purpose 15000 Fort Worth Police Foundation 6115 Camp Bowie Blvd Ste 270 Fort Worth TX 76116 unrelated PC Assist in meeting the recipient organization's exempt purpose 5000 Jubilee Theatre 506 Main Street Fort Worth TX 76102 unrelated PC Assist in meeting the recipient organization's exempt purpose 20000 Lily B Clayton PTA 2000 Park Place Ave Fort Worth TX 76110 unrelated PC Assist in meeting the recipient organization's exempt purpose 1500 Monnig PTA 3136 Bigham Blvd Fort Worth TX 76116 unrelated PC Assist in meeting the recipient organization's exempt purpose 2500 Reading Partners 2910 Swiss Ave Dallas TX 75204 unrelated PC Assist in meeting the recipient organization's exempt purpose 20000 Texas Ballet Theater 1540 Mall Cir Fort Worth TX 76116 unrelated PC Assist in meeting the recipient organization's exempt purpose 10000 Trinity Valley School 7500 Dutch Branch Rd Fort Worth TX 76132 unrelated PC Assist in meeting the recipient organization's exempt purpose 150000 Uplift Education 1825 Market Center Blvd Dallas TX 75207 unrelated PC Assist in meeting the recipient organization's exempt purpose 10000 BOYS AND GIRLS CLUB OF GREATER FORT WORTH 3218 E BELKNAP ST FORT WORTH TX 76111 UNRELATED PC Assist in meeting the recipient organization's exempt purpose 10000 EDUCATIONAL FIRST STEPS 3815 GASTON AVE DALLAS TX 75226 UNRELATED PC Assist in meeting the recipient organization's exempt purpose 15000 GIRLS INC TARRANT COUNTY 1226 E WEATHERFORD ST FORT WORTH TX 76102 UNRELATED PC Assist in meeting the recipient organization's exempt purpose 7500 IDEA PUBLIC SCHOOLS 3000 S CHERRY LN BENBROOK TX 76116 UNRELATED PC Assist in meeting the recipient organization's exempt purpose 10000 JDRF 930 W 1ST SREET SUITE 203 FORT WORTH TX 76102 UNRELATED PC Assist in meeting the recipient organization's exempt purpose 50000 LENA POPE 3200 SANGUINET ST FORT WORTH TX 76107 UNRELATED PC Assist in meeting the recipient organization's exempt purpose 22500 RUTLEDGE CANCER FOUNDATION 5608 MALVEY AVE SUITE 306 FORT WORTH TX 76107 UNRELATED PC Assist in meeting the recipient organization's exempt purpose 25000 THE ART STATION 1616 PARK PLACE AVE FORT WORTH TX 76110 UNRELATED PC Assist in meeting the recipient organization's exempt purpose 10000 CHILD CARE ASSOCIATES 3000 E BELKNAP ST FORT WORTH TX 76111 UNRELATED PC Assist in meeting the recipient organization's exempt purpose 25000 NORTH TEXAS COMMUNITY FOUNDATION 777 MAIN ST SUITE 2850 FORT WORTH TX 76102 UNRELATED PC Assist in meeting the recipient organization's exempt purpose 7000 ACADEMY 4 1905 WEST BROADWAY AVE FORT WORTH TX 76102 UNRELATED PC Assist in meeting the recipient organization's exempt purpose 15000 BEAUMONT CIVIC BALLET 3717 CALDER AVE BEAUMONT TX 77706 Unrelated PC Assist in meeting the recipient organization's exempt purpose 1000 CATHOLIC CHARITIES OF FORT WORTH 249 THORNHILL DR FORT WORTH TX 76115 Unrelated PC Assist in meeting the recipient organization's exempt purpose 15000 CLAYTON YOUTH ENRICHMENT 1215 COUNTRY CLUB LN Fort Worth TX 76112 Unrelated PC Assist in meeting the recipient organization's exempt purpose 15000 DREW MEDFORD MEMORIAL 2800 S UNIVERSITY DR Fort Worth TX 76129 Unrelated PC Assist in meeting the recipient organization's exempt purpose 1000 IMAGINATION FORT WORTH 1300 GENDY ST 210 Fort Worth TX 76107 Unrelated PC Assist in meeting the recipient organization's exempt purpose 5000 LEUKEMIA & LYMPHOMA SOCIETY OF FORT WORTH 1300 Summit Ave Fort Worth TX 76102 Unrelated PC Assist in meeting the recipient organization's exempt purpose 3000 LVT RISE 8201 CALMONT AVE Fort Worth TX 76116 Unrelated PC Assist in meeting the recipient organization's exempt purpose 3500 READ FORT WORTH 1500 N MAIN ST STE 105 Fort Worth TX 76164 Unrelated PC Assist in meeting the recipient organization's exempt purpose 25000 TARRANT AREA FOOD BANK 2600 CULLEN ST Fort Worth TX 76107 Unrelated PC Assist in meeting the recipient organization's exempt purpose 12000 TARRANT TO & THROUGH 777 MAIN ST STE 2850 Fort Worth TX 76109 Unrelated PC Assist in meeting the recipient organization's exempt purpose 25000 THE LADDER ALLIANCE 1100 HEMPHILL ST STE 302 Fort Worth TX 76104 Unrelated PC Assist in meeting the recipient organization's exempt purpose 15000 UNBOUND NORTH TEXAS 5049 TRAIL LAKE DR Fort Worth TX 76133 Unrelated PC Assist in meeting the recipient organization's exempt purpose 20000 UNITED WAY OF TARRANT COUNTY 1500 N MAIN ST 200 Fort Worth TX 76164 Unrelated PC Assist in meeting the recipient organization's exempt purpose 20000 BIKE GANGS OF FORT WORTH 4283 Cave Cove Ct Fort Worth TX 76244 Unrelated PC Assist in meeting the recipient organization's exempt purpose 5000 875500 14 3198 14 430106 18 -262309 170995 170995 false false false false false false false false false false ACCOUNTING FEES 5743 805 4938 MERRILL LYNCH AT COST 14280759 23101768 EXCESS FMV AT CONTRIBUTION FMV 2274060 KARED AT COST 341225 350199 VICOF II FEEDER LP AT COST 830722 1007940 KAROD AT COST 904811 1002388 VICOF II FEEDER LP RECEIVABLES 12372 44815 44815 KARED RECEIVABLES 8028 8028 BANK FEES 175 175 PORTFOLIO DEDUCTIONS 24131 24131 WEBSITE DESIGN 555 277 278 PRIOR PERIOD ADJUSTMENT 24947 KAROD PAYABLE 6222 4651 INVESTMENT MANAGEMENT EXPENSE 54866 54866 FUND MANAGEMENT FEES 8601 8601 OTHER INVESTMENT EXPENSE 5202 5202 EXCISE TAXES 33312 FOREIGN TAXES 5346 5346