NELDA C AND HJ LUTCHER STARK FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NELDA C AND HJ LUTCHER STARK FOUNDATION (EIN 74-6047440)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2020-01-28
- IRS object ID
- 202000289349100700
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-28T07:51:31-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746047440 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nelda C and HJ Lutcher Stark Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NELD | BusinessNameControlTxt |
| Phone | 4098833513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Green Ave | AddressLine1Txt |
| City | Orange | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Clyde V McKee III | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2020-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $594,753,241 | 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 | $60,699 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,580 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,580 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,580 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $11,068,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,068,865 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,068,865 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $250 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $250 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $250 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $250 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,466,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $223,516,029 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,599,721 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $3,149,540 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $16,964 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $8,117 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $8,847 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $8,847 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $911,020 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $814,515 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $825,249 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $14,522,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,489,931 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,059,331 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $720,055 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $190,778 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $190,778 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $529,277 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,037,549 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $17,429 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,020,121 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,007,854 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $149,011 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $151,626 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,856,228 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $102,206 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $810 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $810 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $101,396 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $71,843 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,019 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $22,019 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $49,824 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,567,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,518,396 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,518,396 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,504 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $298,698 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51,115 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $51,115 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $130,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,035,859 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $28,310 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $28,310 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $616,796 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,327 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $4,327 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $612,469 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $52,394 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,842 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $1,842 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $50,552 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $11,834 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $11,834 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,218,544 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $333,974 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $333,974 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,884,570 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,741,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,300,582 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,320,626 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,295,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $607,230 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $607,230 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,348,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,300,582 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,320,626 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,903,005 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,826,097 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,189,349 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,738,705 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,150 | CashBOYAmt |
| Cash EOY | $1,705 | CashEOYAmt |
| Cash EOYFMV | $1,705 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,289,516 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,046,720 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,048,426 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $10,157 | InventoriesBOYAmt |
| Inventories EOY | $9,131 | InventoriesEOYAmt |
| Inventories EOYFMV | $9,131 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $126,986 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $33,378 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $33,378 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $210,538,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $190,927,964 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $188,279,810 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $81,634,893 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $34,722,296 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $34,810,297 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,346,866 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $214,736 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,166,715 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,132,130 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $7,321,614 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $16,037,658 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $79,707,268 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,608,854 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $86,634,356 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,946,233 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $51,527,836 | LandBOYAmt |
| Land EOY | $49,688,123 | LandEOYAmt |
| Land EOYFMV | $86,640,026 | LandEOYFMVAmt |
| Other Assets BOY | $43,074,442 | OtherAssetsBOYAmt |
| Other Assets EOY | $43,431,290 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $185,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $414,407,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $412,700,005 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $594,753,241 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $181,158 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $299,776 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $181,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $299,776 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $414,226,326 | UnrestrictedBOYAmt |
| Unrestricted EOY | $412,400,229 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $414,226,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $412,400,229 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $414,407,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $412,700,005 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $414,226,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,826,097 | ExcessRevenueOverExpensesAmt |
| Subtotal | $412,400,229 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $412,400,229 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $223,508,141 | $220,916,308 | $2,591,833 | $2,591,833 | |||
| Securities litigation proceeds | $6,746 | $6,746 | $6,746 | ||||
| Other assets | $1,142 | $1,142 | $1,142 | P | 2017-01-01 | 2018-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,599,721 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,668,683 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $337,242,076 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04646 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,022,085 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $320,218,611 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05628 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,863,620 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $335,174,454 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05926 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,599,589 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $354,078,263 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04971 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,690,489 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $366,746,031 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04551 | DistributionYr5Rt |
| Total Distribution | 0.257221 | TotalDistributionRt |
| Average Distribution | 0.051444 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $343,491,869 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,670,596 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $121,893 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,792,489 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,532,289 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $243,787 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $243,787 | SubtotalAmt |
| Tax Based On Investment Income | $243,787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $237,159 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $275,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $512,159 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $268,372 | OverpaymentAmt |
| Applied To ES Tax | $268,372 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.starkfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clyde V McKee III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4098833513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 W Green | AddressLine1Txt |
| City | Orange | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 776305718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Laurence R David | |||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 5.00 | $15,000 | |
| R Frederick Gregory MD | |||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 5.00 | $15,000 | |
| Rob Clark | |||||||
| 601 Green Ave | Orange | TX | 776305718 | Vice Chair | 5.00 | $15,000 | |
| Al Granger | |||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 5.00 | $15,000 | |
| Deborah Hughes | |||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 5.00 | $15,000 | |
| David Jones | |||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 5.00 | $15,000 | |
| Dr Stephen Patterson | |||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 5.00 | $15,000 | |
| Ruby J Wimberley | |||||||
| 601 Green Ave | Orange | TX | 776305718 | Director | 5.00 | $2,500 | |
| W G Riedel III | |||||||
| 601 Green Ave | Orange | TX | 776305718 | Chairman | 40.00 | $15,000 | |
| Clyde V McKee III | |||||||
| 601 Green Ave | Orange | TX | 776305718 | President & CEO | 40.00 | $292,712 | $150,954 |
| Jennifer L Staton | |||||||
| 601 Green Ave | Orange | TX | 776305718 | VP / CFO / Tres | 40.00 | $219,135 | $17,955 |
| Phyllis Woodford | |||||||
| 601 Green Ave | Orange | TX | 776305718 | Secretary | 40.00 | $85,708 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Jennifer Barroeta | |||||||
| 601 Green Ave | Orange | TX | 776305718 | HR Manager | 40.00 | $147,615 | $24,092 |
| Rick Lewandowski | |||||||
| 601 Green Ave | Orange | TX | 776305718 | Shangri La Dir | 40.00 | $131,321 | $37,471 |
| Katrina Nelson Thomas | |||||||
| 601 Green Ave | Orange | TX | 776305718 | A&H Dir | 40.00 | $124,150 | $22,774 |
| Franklin Harris | |||||||
| 601 Green Ave | Orange | TX | 776305718 | Cf Ppty Ofcr | 40.00 | $137,798 | $84 |
| Michael Brister | |||||||
| 601 Green Ave | Orange | TX | 776305718 | IT Manager | 40.00 | $109,396 | $19,464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 39 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS | |||||
| 1285 Avenue of the Americas | New York | NY | 10019 | Investment Mgmt | $1,508,271 |
| Honeywell Building Solutions | |||||
| 1985 Douglas Drive North | Golden Valley | MN | 55422 | Bldg Maint/Construct | $927,180 |
| Spawglass Construction Corp | |||||
| 13800 West Rd | Houston | TX | 77041 | Bldg Construction | $716,299 |
| Millsap Waterproofing Inc | |||||
| 2414 McAllister Road | Houston | TX | 77092 | Bldg Maint/Construct | $462,380 |
| Daniels Building & Construction Inc | |||||
| PO Box 20878 | Beaumont | TX | 77720 | Bldg Construction | $1,405,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 10 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Stark Museum of Art - Schedule Attached | Description1Txt |
| Expenses1 | $4,621,153 | Expenses1Amt |
| Description2 | W. H. Stark House - Schedule Attached | Description2Txt |
| Expenses2 | $583,207 | Expenses2Amt |
| Description3 | Lutcher Theater - Schedule Attached | Description3Txt |
| Expenses3 | $3,311,707 | Expenses3Amt |
| Description4 | Shangri La Botanical Gardens and Nature Center - Schedule Attached | Description4Txt |
| Expenses4 | $6,095,616 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $338,448,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,563,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,711,113 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $348,722,710 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $348,722,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,230,841 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $343,491,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,174,593 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,903,005 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $4,629,284 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $15,532,289 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $15,532,289 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2011-10-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,738,705 | CurrentYearAmt |
| Year1 | $9,536,409 | Year1Amt |
| Year2 | $6,903,233 | Year2Amt |
| Year3 | $10,662,017 | Year3Amt |
| Total | $39,840,364 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,827,899 | CurrentYearAmt |
| Year1 | $8,105,948 | Year1Amt |
| Year2 | $5,867,748 | Year2Amt |
| Year3 | $9,062,714 | Year3Amt |
| Total | $33,864,309 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,532,289 | CurrentYearAmt |
| Year1 | $15,668,683 | Year1Amt |
| Year2 | $18,090,856 | Year2Amt |
| Year3 | $19,970,260 | Year3Amt |
| Total | $69,262,088 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $607,230 | CurrentYearAmt |
| Year1 | $794,947 | Year1Amt |
| Year2 | $597,105 | Year2Amt |
| Year3 | $541,536 | Year3Amt |
| Total | $2,540,818 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,925,059 | CurrentYearAmt |
| Year1 | $14,873,736 | Year1Amt |
| Year2 | $17,493,751 | Year2Amt |
| Year3 | $19,428,724 | Year3Amt |
| Total | $66,721,270 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,449,729 | CurrentYearAmt |
| Year1 | $11,241,403 | Year1Amt |
| Year2 | $10,673,954 | Year2Amt |
| Year3 | $11,172,482 | Year3Amt |
| Total | $44,537,568 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bridge City ISD | |||||||
| 1035 West Roundbunch | Bridge City | TX | 77611 | N/A | GOV | To support academic UIL competition | $5,000 |
| Julie Rogers Gift of Life Program | |||||||
| 148 S Dowlen Road | Beaumont | TX | 77707 | N/A | PC | To provide cancer screening for indigent individuals | $25,000 |
| Lamar State College - Orange | |||||||
| 418 Green Avenue | Orange | TX | 77630 | N/A | GOV | To fund a Stark scholarship program administered by Lamar State College - Orange | $75,000 |
| Little Cypress - Mauriceville CISD | |||||||
| 7327 Hwy 87 North | Orange | TX | 77632 | N/A | GOV | To support academic UIL competition | $3,365 |
| Orange Co Comm Partners for Childre | |||||||
| 4446 Gilbert Dr | Orange | TX | 77632 | N/A | PC | To stock the Rainbow Room in Orange with emergency food clothing and toys | $5,000 |
| Orange County Sheriff's Office | |||||||
| PO Box 1468 | Orange | TX | 77631 | N/A | GOV | Funds for the Blue Santa Program serving children in need during Christmas | $7,500 |
| Southeast Texas Food Bank Inc | |||||||
| 3845 S Martin Luther King Jr Parkwa | Beaumont | TX | 77705 | N/A | PC | To provide food for destitute families | $35,000 |
| Texas Interscholastic League Founda | |||||||
| Box 8028 University Station | Austin | TX | 78713 | N/A | SO III FI | To fund a scholarship program administered by the TILF | $89,300 |
| The University of Texas at Austin | |||||||
| P O Box 7458 | Austin | TX | 78713 | N/A | GOV | Funding for the Stark Center for Physical Sports and Culture on the UT campus | $305,000 |
| United Way of Orange County | |||||||
| PO Box 1583 | Orange | TX | 77631 | N/A | PC | Funds to support 22 area agencies | $28,875 |
| Vidor ISD | |||||||
| 120 E Bolivar | Vidor | TX | 77662 | N/A | GOV | To support academic UIL competition | $5,000 |
| West Orange - Cove CISD | |||||||
| PO Box 1107 | Orange | TX | 77631 | N/A | GOV | To support academic UIL competition | $5,000 |
| Katy Swiere | |||||||
| 333 N College Way | Claremont | CA | 91711 | None | I | Scholarship | $1,000 |
| Spencer Johns | |||||||
| PO Box 1848 | University | MS | 38677 | None | I | Scholarship | $608 |
| Jeri Dawn Agee | |||||||
| 66 George Street | Charleston | SC | 29424 | None | I | Scholarship | $3,500 |
| Claydra Rhodes | |||||||
| 31 E Cullen Bldg | Houston | TX | 77204 | None | I | Scholarship | $1,081 |
| Jared Dupree | |||||||
| PO Box 7758 UT Station | Austin | TX | 78713 | None | I | Scholarship | $1,500 |
| Kaylee Patillo | |||||||
| 125 Thomas Boyd Hall | Baton Rouge | LA | 70803 | None | I | Scholarship | $3,000 |
| Bree Cloud | |||||||
| PO Box 2328 | Huntsville | TX | 77341 | None | I | Scholarship | $2,400 |
| Ryan Ragsdale | |||||||
| 4015 Avenue Q | Galveston | TX | 77550 | None | I | Scholarship | $873 |
| Connor Alexander | |||||||
| PO Box 7758 UT Station | Austin | TX | 78713 | None | I | Scholarship | $4,228 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $607,230 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Scholarship Awards | |||||||
| PO Drawer 909 | Orange | TX | 77631 | None | I | Scholarships | $131,429 |
| Orange Co Comm Partners for Childre | |||||||
| 4446 Gilbert Dr | Orange | TX | 77632 | N/A | PC | Funds to stock Rainbow Room | $5,000 |
| Southeast Texas Food Bank Inc | |||||||
| 3845 S Martin Luther King Jr Parkwa | Beaumont | TX | 77705 | N/A | PC | Funds to stock food supplies | $15,000 |
| Texas Interscholastic League Founda | |||||||
| P O Box 8028 University Station | Austin | TX | 78712 | N/A | SO III FI | Scholarship program | $95,000 |
| The University of Texas at Austin | |||||||
| PO Box 7458 | Austion | TX | 78713 | N/A | GOV | Fund operations for four years for the Stark Center for Physical Culture & Sports | $900,000 |
| Julie Rogers Gift of Life Program | |||||||
| 148 S Dowlen Road | Beaumont | TX | 77707 | N/A | PC | To provide cancer screening for indigent individuals | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,196,429 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Educational programs | $8,961 |
| Reproduction fees | $735 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,580 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,068,865 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $250 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,466,404 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,847 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 income | 14 | $137,277 |
| Lease options | 1 | $1,000 |
| Oil & gas royalties | 15 | $676,026 |
| Refunds/ins proceeds | 1 | $87,021 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,443,173 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,793 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,461,966 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | Educational program revenues result from Shangri La Botanical Gardens co-sponsoring with both Lutcher Theater, Inc. and the Symphony of Southeast Texas their annual Symphony in the Park. In addition both Shangri La Botanical Gardens and the Stark Museum of Art charge a materials fee for various educational workshops held throughout the year. These activities contribute importantly to the accomplishment of the Foundation's exempt educational purpose by stimulating and enhancing public awareness, interest, and appreciation for the varied educational programming offered by the SCV. |
| 1b | Photographs and color transpariences of objects in the collection are also sold and rented to individuals, researchers, universities, and publishing companies. These activities contribute importantly to the achievement of the Foundation's exempt educational purpose by stimulating and enhancing public awareness, interest, and appreciation of art and a broader segment of the public may be encouraged to visit the Museum to share in its educational functions and programs. Furthermore, these activities help preserve the art and help present the pieces for public viewing. |
| 5b | Rental of space at Shangri La Botanical Gardens encourages visitors to become aware about environmental issues and good environmental stewardship. |
| 10 | The Museum Book Store sells printed reproductions of items in the art collection and various items directly related to the collection. The Shangri La Caf offers a variety of sandwiches, salads, and drinks for the convienence of visitors. These activities contribute importantly to the achievement of the Foundation's exempt educational purpose by stimulating and enhancing public awareness, interest, and appreciation for the varied educational programming offered by the SCV. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Don Russell | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7401 Beacon Hill Rd | AddressLine1Txt |
| City | McKinney | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $41,950 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 40 photographs of "Cowboy's of Color" | NoncashPropertyDesc |
| Fair Market Value | $41,950 | FairMarketValueAmt |
| Received | 2018-07-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Independent audit/tax services | CategoryTxt |
| Amt | $71,843 | Amt |
| Net Investment Income | $22,019 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,019 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $49,824 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Damaged charitable assets written off | AssetDesc |
| Acquired | 2014-01 | AcquiredDt |
| How Acquired | Purchase | HowAcquiredTxt |
| Sold | 2018-01 | SoldDt |
| Basis | $133,317 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | -$133,317 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 338,402 shs Doubleline Core Fixed Inc Fd | $3,652,680 | $3,590,444 |
| 259,500 shs Ishares Core US Agg Bond | $27,334,345 | $27,634,155 |
| 441,000 shs American Express CO | $443,504 | $434,385 |
| 417,000 shs PNC Financial Services | $439,417 | $423,776 |
| 187,000 shs Southern Calif Edison Co | $195,883 | $178,117 |
| 423,000 shs Bank of Amer Corp | $447,169 | $428,288 |
| 437,000 shs Morgan Stanley B/E | $439,610 | $425,035 |
| 439,000 shs Citigroup Inc B/E | $444,956 | $423,635 |
| 435,000 shs JP Morgan Chase B/E | $441,706 | $425,213 |
| 428,000 shs Wells Fargo & Co B/E | $440,219 | $423,056 |
| 439,000 shs Goldman Sachs Group B/E | $442,807 | $424,193 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,267,036 shs Chiron Capital Alloc Fd | $23,852,255 | $24,756,034 |
| 440,631 shs FPA Crescent Fund | $14,085,226 | $13,011,836 |
| 603,529 shs Gotham Enhanced Return Fund | $7,366,427 | $7,670,856 |
| 50,648 shs Ishares S&P 500 Value ETF | $4,845,960 | $5,122,539 |
| 456,360 shs Oakmark Global Select Fund | $7,433,286 | $6,603,529 |
| 90,737 shs Vanguard Divid Appr ETF | $6,204,082 | $8,887,689 |
| 573,409 shs Vanguard FTSE All Wld EX-US | $27,587,245 | $26,135,982 |
| 162,539 shs Vanguard FTSE Emerging Mkts | $6,085,637 | $6,192,736 |
| 232,000 shs Vanguard FTSE Develop MKT | $8,962,160 | $8,607,200 |
| 159,700 shs Wisdomtree Emerging Mkt ETF | $6,104,369 | $6,411,955 |
| 1,074,481 shs Advisory Research MLP | $9,748,709 | $7,295,725 |
| 188,369 shs Matthews Intl Pacific Tig Fd | $5,235,245 | $5,059,596 |
| 75,439 shs Leuthold Core Investment Fd | $1,368,469 | $1,318,679 |
| 11,250 shs Altria Group Inc | $652,178 | $555,638 |
| 10,900 shs Archer Daniels Midland Co | $515,160 | $446,573 |
| 19,730 shs AT&T Inc | $596,811 | $563,094 |
| 7,550 shs Cardinal Health Inc | $417,721 | $336,730 |
| 5,070 shs Chevron Corp | $601,392 | $551,565 |
| 3,750 shs Chubb Ltd Chf | $487,571 | $484,425 |
| 13,500 shs Cisco Systems Inc | $615,464 | $584,955 |
| 7,760 shs Conocophillips | $505,061 | $483,836 |
| 19,260 shs Corning Inc | $610,415 | $581,845 |
| 12,440 shs Dowdupont Inc | $719,869 | $665,291 |
| 5,300 shs Duke Energy Corp New | $457,364 | $457,390 |
| 8,190 shs Eaton Corp Plc | $599,840 | $562,325 |
| 7,650 shs Exxon Mobil Corp | $609,628 | $521,654 |
| 5,940 shs Genuine Parts Co | $600,112 | $570,359 |
| 17,610 shs HCP Inc | $506,113 | $491,847 |
| 2,040 shs Honeywell Intl Inc | $302,451 | $269,525 |
| 9,610 shs HSBC Holdings Plc New Gb Spon | $396,972 | $395,067 |
| 10,390 shs Intel Corp | $493,175 | $487,603 |
| 16,600 shs Johnson Ctls Intl Plc | $562,006 | $492,190 |
| 4,080 shs Johnson & Johnson Com | $597,429 | $526,524 |
| 4,600 shs JPMorgan Chase & Co | $502,627 | $449,052 |
| 4,990 shs Kimberly Clark Corp | $552,747 | $568,561 |
| 8,020 shs Merck & Co Inc New Com | $600,537 | $612,808 |
| 6,650 shs Novartis Ag Spon Adr | $584,524 | $570,637 |
| 13,560 shs Pfizer Inc | $595,457 | $591,894 |
| 5,670 shs Philip Morris Intl Inc | $497,446 | $378,529 |
| 19,050 shs PPL Corp | $603,779 | $539,687 |
| 9,510 shs Royal Dutch Shell Plc Ads | $611,024 | $570,029 |
| 6,900 shs Siemens A G Spon Adr | $396,825 | $386,952 |
| 9,630 shs Suntrust Banks Inc | $606,050 | $485,737 |
| 4,590 shs Travelers Cos Inc/The | $589,087 | $549,653 |
| 7,180 shs Unilever NV N Y Shs New | $396,417 | $386,284 |
| 11,670 shs Verizon COmmunications Inc | $689,401 | $656,087 |
| 6,100 shs Walgreens Boots Alliance Inc | $501,585 | $416,813 |
| 12,340 shs Wells Fargo & Co New | $652,423 | $568,627 |
| 8,570 shs Welltower Inc Reit | $602,179 | $594,844 |
| 50,825 shs Consumer Discretionary Select | $4,880,121 | $5,032,183 |
| 24266 shs Energy Select Sector SPDR Fund | $1,394,320 | $1,391,655 |
| 278,389 shs Financial Select Sector SPDR | $6,516,446 | $6,631,226 |
| 39,608 shs Health Care Sel Sector SPDR | $3,342,764 | $3,426,488 |
| 127,079 shs Industrial Sel Sector SPDR | $8,113,715 | $8,185,158 |
| 16,395 shs Ishares MSCI China ETF | $859,101 | $862,705 |
| 68,667 shs Ishares Core MSCI Emerging Mk | $3,201,331 | $3,237,649 |
| 16,963 shs Kraneshares CSI China Inter | $654,766 | $636,113 |
| 61,681 shs Vanguard Information Tech ETF | $10,129,365 | $10,290,241 |
| 17,820 shs Vanguard Materials ETF | $1,920,558 | $1,974,991 |
| 79,459 shs Invesco Optimum Yield DC | $1,224,479 | $1,197,447 |
| Call Welltower Inc REIT | $2,150 | $1,935 |
| Call Intel Corp | $6,282 | $4,275 |
| Call Kimberly Clark Corp | $5,624 | $6,000 |
| Call Pfizer Inc | $2,856 | $2,822 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Machinery and Equipment | $2,048 | $2,048 | ||
| Buildings | $548,921 | $212,688 | $336,233 | $387,300 |
| Land | $1,795,897 | $1,795,897 | $6,934,314 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Grosvenor Institutional Partners | AT COST | $15,867,396 | $16,827,968 |
| GCM Galaxy Star and Crescent Fund | AT COST | $60,000,000 | $60,000,000 |
| Pretium Residential Realt Est Fund II | AT COST | $1,866,811 | $1,807,825 |
| PRTF Adv Pvt Eqt FD 2017 | AT COST | $1,973,061 | $1,973,061 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Machinery and Equipment | $6,525,576 | $5,224,098 | $1,301,478 | $4,418,296 |
| Buildings | $73,381,800 | $31,722,135 | $41,659,665 | $75,494,750 |
| Land | $6,726,980 | $6,726,980 | $6,726,980 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Routine legal work | CategoryTxt |
| Legal Fees | $102,206 | LegalFeesAmt |
| Net Investment Income | $810 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $810 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $101,396 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Objects of Art | Desc |
| BOY Book Value | $43,074,442 | BOYBookValueAmt |
| EOY Book Value | $43,431,290 | EOYBookValueAmt |
| EOYFMV | $185,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Advertising | $125,741 | $125,741 | ||
| Auto/truck/tractor/carts | $34,489 | $34,489 | ||
| HR & payroll charges | $105,753 | $105,570 | $183 | $183 |
| Insurance | $840,225 | $823,422 | $16,803 | $16,803 |
| K-1 expenses | $307,539 | $307,539 | $307,539 | |
| Materials/repairs | $1,010,396 | $1,008,289 | $2,107 | $2,107 |
| Office supplies and expenses | $252,852 | $245,510 | $7,342 | $7,342 |
| Other expenses | $25,260 | $25,260 | ||
| Program materials & services | $516,289 | $516,289 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Educational programs | $8,961 | $8,961 | |
| K-1 income | $137,277 | $137,277 | $137,277 |
| Lease options | $1,000 | $1,000 | $1,000 |
| Oil & gas royalties | $676,026 | $676,026 | $676,026 |
| Refunds/ins proceeds | $87,021 | $1,250 | $212 |
| Reproduction fees | $735 | $735 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Contracting & landscape services | $15,353 | $0 | $0 | $15,353 |
| Historical research | $34,151 | $0 | $0 | $34,151 |
| Investment management | $1,508,271 | $1,508,271 | $1,508,271 | $0 |
| Oil & gas consulting | $10,125 | $10,125 | $10,125 | $0 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Garden and Museum Stores | CategoryTxt |
| Gross Sales | $16,964 | GrossSalesAmt |
| Cost Of Goods Sold | $8,117 | CostOfGoodsSoldAmt |
| Net | $8,847 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Ad valorem taxes | $51,115 | $51,115 | $51,115 | |
| Federal excise tax | $247,583 | $130,000 |
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