TEXAS AND SOUTHWESTERN CATTLE RAISERS FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS AND SOUTHWESTERN CATTLE RAISERS FOUNDATION (EIN 75-1762849)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-09
- IRS object ID
- 202022839349301657
- Schema version
- 2019v5.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-09T13:25:30-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 CHERRY ST SUITE 1400 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751762849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS & SOUTHWESTERN CATTLE RAISERS' | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 8173328551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 GENDY | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA W RILEY | PersonNm |
| Person Title | EXECUTIVE DIR. | PersonTitleTxt |
| Phone | 8173328551 | PhoneNum |
| Signature | 2020-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAELA J CROMAR CPA | PreparerPersonNm |
| PTIN | P00895728 | PTIN |
| Phone | 8178775000 | PhoneNum |
| Preparation | 2020-10-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-05 | IPDt |
| IP Tm | 16:06:14 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9EC4AE4B236CAA6DF9A3CAB122CC48B0554A2D85 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA W RILEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 GENDY | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,169,995 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CATTLERAISERSMUSEUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE, PROMOTE, PROTECT AND SHARE THE HERITAGE OF THE LIVESTOCK INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $516,964 | PYContributionsGrantsAmt |
| CY Contributions Grants | $686,925 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,927 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,573 | CYProgramServiceRevenueAmt |
| PY Investment Income | $354,807 | PYInvestmentIncomeAmt |
| CY Investment Income | $216,431 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,845 | PYOtherRevenueAmt |
| CY Other Revenue | -$40,530 | CYOtherRevenueAmt |
| PY Total Revenue | $892,543 | PYTotalRevenueAmt |
| CY Total Revenue | $877,399 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $58,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $57,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $369,811 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $368,696 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $68,709 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $161,924 | PYOtherExpensesAmt |
| CY Other Expenses | $155,399 | CYOtherExpensesAmt |
| PY Total Expenses | $590,485 | PYTotalExpensesAmt |
| CY Total Expenses | $581,845 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $302,058 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $295,554 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,472,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,705,662 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $184,836 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,873 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,287,262 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,668,789 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION WILL BUILD PLATFORMS TO PRESERVE THE HISTORY AND ADVANCE THE FUTURE OF THE LIVESTOCK INDUSTRY IN THE SOUTHWEST THROUGH CATTLE RAISERS MUSEUM EXHIBITS, EDUCATION INITIATIVES AND PROGRAMMING; TO PROVIDE SCHOLARSHIP OPPORTUNITIES TO INSPIRE YOUNG PEOPLE TO PURSUE CAREERS IN AGRICULTURE; AND TO CAPTURE ORAL HISTORIES OF THE PEOPLE WHO DEFINE THE INDUSTRY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $98,487 | ExpenseAmt |
| Revenue | $14,573 | RevenueAmt |
| Desc | MUSEUM MEMBERSHIP PROGRAM - TO PROMOTE EDUCATIONAL PROGRAMS AND PRESERVE HISTORIC DATA ON THE LIVESTOCK INDUSTRY INCLUDING MAINTAINING A LIBRARY OF BOOKS AND OTHER DOCUMENTS RELATING TO THE LIVESTOCK INDUSTRY. FROM JANUARY 2019 TO DECEMBER 2019 WE HAD OVER 250,228 VISITORS TO THE MUSEUM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $58,538 | ExpenseAmt |
| Grant | $57,750 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIP PROGRAM - THE SCHOLARSHIP FUND IS DESIGNED TO ADVANCE THE FUTURE OF THE LIVESTOCK INDUSTRY BY INVESTING IN YOUNG PEOPLE WHO ARE PURSUING CAREERS IN THE AGRICULTURE FIELD. SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS ENTERING ACCREDITED UNIVERSITIES IN TEXAS AND OKLAHOMA AND PURSUING DEGREES WITHIN THE AGRICULTURE FIELD. IN 2019 THERE WERE 26 SCHOLARSHIPS AWARDED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CATTLE RAISERS RELIEF FUND TO SUPPORT RELIEF EFFORTS FOR RANCH FAMILIES AFFECTED BY DISASTERS LIKE HURRICANE HARVEY AND INEVITABLE FUTURE NATURAL DISASTERS. THE CATTLE RAISERS RELIEF FUND (CRRF) IS ADMINISTERED BY THE TEXAS AND SOUTHWESTERN CATTLE RAISERS FOUNDATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $157,025 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA W RILEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173364475 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 GENDY STREET | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| PATRICIA W RILEY | |||||||
| EXECUTIVE DIR. | 17.00 | 18.00 | Yes (X) | $130,000 | $154,570 | $10,788 | |
| JOHN P BOSWELL | |||||||
| PRESIDENT | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PATRICIA D B MCCALL | |||||||
| VICE PRESIDENT | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KIT MONCRIEF | |||||||
| VICE PRESIDENT | 0.50 | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN E DUDLEY | |||||||
| TREASURER | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MISSY BONDS | |||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| C CONEY BURGESS | |||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| MASON KING | |||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| SCOTT KLEBERG | |||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| MATT BROCKMAN | |||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| J LUTHER KING JR | |||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT E MCKNIGHT JR | |||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| GREG MORSE | |||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| RUSSELL NOBLE | |||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| COLEY MEANS | |||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| RED STEAGALL | |||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| JOLINE WHARTON | |||||||
| TRUSTEE | 0.50 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BART WULFF | |||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $130,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $154,570 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,788 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $27,500 | MembershipDuesAmt |
| Fundraising | $72,416 | FundraisingAmt |
| All Other Contributions | $587,009 | AllOtherContributionsAmt |
| Total Contributions | $686,925 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUSEUM ADMISSIONS | Desc |
| Business | 713990 | BusinessCd |
| Total Revenue Column | $14,573 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,573 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,573 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,885 | TotalRevenueColumnAmt |
| Exclusion | $107,885 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,325 | TotalRevenueColumnAmt |
| Exclusion | $1,325 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,337,404 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,228,858 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,546 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,546 | TotalRevenueColumnAmt |
| Exclusion | $108,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,725 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $72,416 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $63,738 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$44,013 | TotalRevenueColumnAmt |
| Exclusion | -$44,013 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,158 | TotalRevenueColumnAmt |
| Exclusion | $2,158 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,158 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $877,399 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,573 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $175,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,750 | TotalAmt |
| Program Services | $57,750 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,373 | TotalAmt |
| Program Services | $40,611 | ProgramServicesAmt |
| Management And General | $47,381 | ManagementAndGeneralAmt |
| Fundraising | $47,381 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,965 | TotalAmt |
| Management And General | $188,965 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,002 | TotalAmt |
| Management And General | $25,002 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,356 | TotalAmt |
| Program Services | $2,250 | ProgramServicesAmt |
| Management And General | $14,481 | ManagementAndGeneralAmt |
| Fundraising | $2,625 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,320 | TotalAmt |
| Management And General | $17,320 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,341 | TotalAmt |
| Management And General | $44,341 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,032 | TotalAmt |
| Management And General | $4,032 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,074 | TotalAmt |
| Program Services | $920 | ProgramServicesAmt |
| Fundraising | $16,154 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,006 | TotalAmt |
| Program Services | $6,671 | ProgramServicesAmt |
| Management And General | $4,786 | ManagementAndGeneralAmt |
| Fundraising | $2,549 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,272 | TotalAmt |
| Program Services | $17,272 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,078 | TotalAmt |
| Management And General | $6,078 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83 | TotalAmt |
| Program Services | $83 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355 | TotalAmt |
| Program Services | $307 | ProgramServicesAmt |
| Management And General | $48 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,282 | TotalAmt |
| Program Services | $4,282 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MUSEUM EXHIBIT | $26,879 | $26,879 | |
| DUES & SUBSCRIPTIONS | $2,142 | $2,142 | |
| MISCELLANEOUS EXPENSE | $1,535 | $1,535 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,845 | TotalAmt |
| Program Services | $157,025 | ProgramServicesAmt |
| Management And General | $356,111 | ManagementAndGeneralAmt |
| Fundraising | $68,709 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,345,357 | BOYAmt |
| EOY | $1,331,666 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,504 | BOYAmt |
| EOY | $194,698 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,000 | BOYAmt |
| EOY | $277,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,928 | BOYAmt |
| EOY | $185,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781 | BOYAmt |
| EOY | $781 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100 | BOYAmt |
| EOY | $1,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,759 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,209 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,550 | BOYAmt |
| EOY | $5,550 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,606,878 | BOYAmt |
| EOY | $6,709,867 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,472,098 | BOYAmt |
| EOY | $8,705,662 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,556 | BOYAmt |
| EOY | $25,443 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,280 | BOYAmt |
| EOY | $11,430 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,836 | BOYAmt |
| EOY | $36,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,167,190 | BOYAmt |
| EOY | $4,254,723 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,120,072 | BOYAmt |
| EOY | $4,414,066 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,287,262 | BOYAmt |
| EOY | $8,668,789 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,472,098 | BOYAmt |
| EOY | $8,705,662 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $295,554 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,085,973 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $271,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $294,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,106,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $516,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $686,925 | CurrentTaxYearAmt |
| Total | $3,876,331 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $271,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $294,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,106,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $516,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $686,925 | CurrentTaxYearAmt |
| Total | $3,876,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,197,080 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,679,251 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,764 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $109,210 | CurrentTaxYearAmt |
| Total | $529,081 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $553 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,540 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,158 | CurrentTaxYearAmt |
| Total | $6,844 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,412,256 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $111,339 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,120,072 | BeginningYearBalanceAmt |
| Contributions | $347,857 | ContributionsAmt |
| Investment Earnings Or Losses | $9,229 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $57,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,342 | OtherExpendituresAmt |
| End Year Balance | $4,414,066 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,911,632 | BeginningYearBalanceAmt |
| Contributions | $308,792 | ContributionsAmt |
| Investment Earnings Or Losses | -$32,044 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $58,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,558 | OtherExpendituresAmt |
| End Year Balance | $4,120,072 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,690,291 | BeginningYearBalanceAmt |
| Contributions | $1,835,062 | ContributionsAmt |
| Investment Earnings Or Losses | $174,116 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $56,125 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,731,712 | OtherExpendituresAmt |
| End Year Balance | $3,911,632 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,522,082 | BeginningYearBalanceAmt |
| Contributions | $10,250 | ContributionsAmt |
| Investment Earnings Or Losses | $80,537 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $51,367 | GrantsOrScholarshipsAmt |
| Other Expenditures | $871,211 | OtherExpendituresAmt |
| End Year Balance | $4,690,291 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,721,492 | BeginningYearBalanceAmt |
| Contributions | $10,100 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,285 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $51,400 | GrantsOrScholarshipsAmt |
| Other Expenditures | $155,825 | OtherExpendituresAmt |
| End Year Balance | $5,522,082 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.33400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.66600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,550 | OtherCostOrOtherBasisAmt |
| Book Value | $5,550 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,209 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,209 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,550 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,982,769 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,085,973 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $63,738 | OtherRevenueAmt |
| Revenue Not Reported | $1,149,711 | RevenueNotReportedAmt |
| Revenue Subtotal | $833,058 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $44,341 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $44,341 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $877,399 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $601,242 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $63,738 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $63,738 | ExpensesNotReportedAmt |
| Expenses Subtotal | $537,504 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $44,341 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $44,341 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $581,845 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE FOUNDATION HAS A SIGNIFICANT INVESTMENT IN MUSEUM COLLECTIONS. THE COLLECTIONS INCLUDE ARTIFACTS, PUBLICATIONS AND REPLICAS WHICH FURTHER THE FOUNDATION'S MISSION TO HONOR AND DOCUMENT THE STUDY OF LIVESTOCK PRODUCTION. AS THESE COLLECTIONS ARE CONSIDERED TREASURES, A FAIR VALUE IS NOT READILY DETERMINABLE AND THEREFORE IS NOT DISCLOSED IN THE FINANCIAL STATEMENTS. ALL COLLECTIONS ACCUMULATED BY THE FOUNDATION ARE GOVERNED BY THE FOUNDATION'S COLLECTION MANAGEMENT POLICY. THESE COLLECTIONS ARE HELD FOR PUBLIC DISPLAY AND EDUCATION RATHER THAN FINANCIAL GAIN AND ARE PROTECTED, CARED FOR AND PRESERVED BY THE FOUNDATION. ANY EXPENDITURES OR RECEIPTS RELATED TO PURCHASES, SALES OR INSURANCE RECOVERIES OF COLLECTION ITEMS ARE REPORTED SEPARATELY IN THE STATEMENT OF ACTIVITIES IN THE PERIOD IN WHICH THEY OCCUR. |
| PART V, LINE 4: | THE INTENDED USE OF THE ORGANIZATION'S PERMANENT ENDOWMENT FUNDS IS TO FUND SCHOLARSHIPS. TEMPORARILY RESTRICTED FUNDS ARE MAINTAINED TO SUPPORT THE BUILDING FUND AND PROGRAMS OF THE FOUNDATION. |
| PART X, LINE 2: | THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3); THEREFORE, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. TAXES ARE PAID ON NET INCOME EARNED FROM SOURCES UNRELATED TO THE EXEMPT PURPOSES. THERE WAS NO NET INCOME FROM UNRELATED BUSINESS FOR THE YEAR ENDED DECEMBER 31, 2019 AND 2018. THE FOUNDATION FILES AS A TAX-EXEMPT ORGANIZATION. ITS TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 63,738. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 63,738. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TOM LEA EXHIBIT OPENING DINNER | Event1Nm |
| Gross Receipts Event1 | $92,141 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $72,416 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,725 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $63,738 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $92,141 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $72,416 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,725 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $63,738 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $63,738 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$44,013 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS - ANIMAL/AGRICULTURAL | 22 | $37,000 |
| MARY & LEONARD STILES SCHOLARSHIP | 1 | $5,750 |
| LARGE VET SCHOLARSHIPS | 3 | $15,000 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | SCHLOARSHIPS: ALL SCHOLARSHIP PAYMENTS ARE MADE DIRECTLY TO THE RECIPIENT'S UNIVERSITY. AFTER THE RECIPIENT'S FALL SEMESTER, THE INDIVIDUAL MUST SUBMIT A COPY OF THEIR TRANSCRIPT SHOWING THAT THEY HAVE MAINTAINED THEIR GPA AND THAT THEY ARE ENROLLED AS A FULL-TIME STUDENT FOR THE COMING SEMESTER IN ORDER TO RECEIVE THE SPRING SEMESTER'S SCHOLARSHIP AMOUNT. |
| SCHEDULE I, PART III | AGRICULTURAL SCHOLARSHIP CANDIDATES MUST BE ACCEPTED IN AN ACCREDITED UNIVERSITY IN TEXAS OR OKLAHOMA, PLAN TO PURSUE A DEGREE PROGRAM IN ANIMAL SCIENCE, PRE-VET, OR AGRIBUSINESS, BE A CITIZEN OF THE UNITED STATES OR BE BORN IN THE UNITED STATES, RESIDENT OF TEXAS OR OKLAHOMA, SPONSORED BY A MEMBER OF THE TEXAS AND SOUTHWESTERN CATTLE RAISERS' ASSOCIATION, HAVE A MINIMUM GPA OF 2.75, SUBMIT TWO LETTERS OF RECOMMENDATION FROM SOMEONE OTHER THAN RELATIVES, DEMONSTRATE FINANCIAL NEED AND HAVE A BACKGROUND THAT INCLUDES BEEF CATTLE PRODUCTION. THE MARY AND LEONARD STILES ENDOWED SCHOLARSHIP IS AWARDED TO A STUDENT FROM A FAMILY INVOLVED IN THE RANCHING OR FARMING INDUSTRY. THE SCHOLARSHIP IS A ONE YEAR AWARD FOR A GRADUATING HIGH SCHOOL SENIOR, BUT CAN BE RENEWED FOR UP TO THREE ADDITIONAL YEARS AS LONG AS THE CRITERIA FOR THE SCHOLARSHIP CONTINUE TO BE MET. LARGE VET SCHOLARSHIPS ARE AWARDED TO STUDENTS NEARING COMPLETION OF A DOCTOR OF VETERINARY MEDICINE PROGRAM AND WHO ARE PLANNING A CAREER IN LARGE ANIMAL PRACTICE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA W RILEY | PersonNm |
| Title | EXECUTIVE DIR. | TitleTxt |
| Base Compensation Filing Org | $130,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $154,570 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $5,373 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $5,415 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $135,373 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $159,985 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION TO ESTABLISH COMPENSATION FOR THE ORGANIZATION'S PRESIDENT & CEO. THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION: FORM 990 OF OTHER ORGANIZATIONS AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHER KING CAPITAL MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | INVESTMENT MANAGEMENT | RelationshipDescriptionTxt |
| Transaction | $35,534 | TransactionAmt |
| Transaction | ADVISORY FEES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV, LINE 1 | FormAndLineReferenceDesc |
| Explanation | BOARD MEMBER LUTHER KING IS ASSUMED TO BE GREATER THAN 35% OWNER OF LUTHER KING CAPITAL MANAGEMENT (LKCM). THE BOARD USES LUTHER KING CAPITAL MANAGEMENT TO MANAGE THE ASSETS OF THE ORGANIZATION. LUTHER KING ABSTAINS FROM ANY VOTES CONNECTED WITH INVESTMENT MATTERS AND RELINQUISHED HIS POSITION AS TREASURER PRIOR TO THE BOARDS 2010 VOTE TO RETAIN LKCM TO HANDLE ITS INVESTMENT ACTIVITIES. THE AMOUNT OF FEES PAID BY THE ORGANIZATION TO LUTHER KING CAPITAL MANAGEMENT IN 2019 WAS $35,534. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE, CONSISTING OF THE PRESIDENT, VICE-PRESIDENT OF THE BOARD OF DIRECTORS AND THREE ADDITIONAL DIRECTORS ELECTED BY THE BOARD IS IN CHARGE OF FORMULATING THE CORPORATION'S POLICIES, GUIDELINES FOR THE SOLICITATION OF DONATIONS, GRANTS AND FUNDING OF MONEY AND PROPERTY FROM PERSONS OR AGENICES. AFTER BOARD RATIFICATION, THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR THE IMPLEMENTATION OF THESE POLICIES AND GUIDELINES. |
| FORM 990, PART VI, SECTION A, LINE 2 | PATRICIA D B MCCALL, VICE PRESIDENT OF THE FOUNDATION, HAS A FAMILY RELATIONSHIP WITH JOHN P BOSWELL, PRESIDENT. J. LUTHER KING, JR. AND MASON KING, BOTH DIRECTORS, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE TERM "MEMBER" OF THE CORPORATION IS NOT SYNONYMOUS WITH THE TERM "MEMBER" IN THE TEXAS BUSINESS ORGANIZATIONS CODE. THE MEMBERS OF THE ORGANIZATION ARE NON-VOTING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE FOUNDATION'S CERTIFIED PUBLIC ACCOUNTING FIRM AFTER THE ANNUAL AUDIT HAS BEEN COMPLETED. WHEN COMPLETE, THE RETURN IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER BEFORE BEING FORWARDED TO THE FINANCE COMMITTEE, WHICH HAS BEEN CHARGED WITH REVIEW OF THE FORM 990 BEFORE IT IS FILED. COPIES OF THE RETURN ARE PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE THE RETURN IS SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12 | THE CONFLICT OF INTEREST POLICY REQUIRES OFFICERS AND TRUSTEES TO FILL OUT A DISCLOSURE ON AN ANNUAL BASIS THAT IS FIRST REVIEWED BY THE ASSOCIATE DIRECTOR, THEN THE EXECUTIVE DIRECTOR AND TREASURER AND THEN THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR IS EMPLOYED BY AN ORGANIZATION WHICH IS RELATED TO THE FOUNDATION. THE FOUNDATION SHARES THE COSTS OF HER SALARY, BENEFITS AND RELATED PAYROLL TAXES WITH THAT ORGANIZATION. THE BOARD OF DIRECTORS, IN CONJUNCTION WITH THE BOARD OF THE RELATED ORGANIZATION, REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AFTER COMPARISON WITH THE SALARIES OF OTHER EXECUTIVE DIRECTORS FOR MUSEUMS IN FORT WORTH. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990 PART IX OFFICER AND STAFF COMPENSATION | TEXAS AND SOUTHWESTERN CATTLE RAISERS' FOUNDATION (THE FOUNDATION) HAS NO EMPLOYEES. ITS EXECUTIVE DIRECTOR, ASSOCIATE DIRECTOR, MEMBERSHIP DIRECTOR, COLLECTION MANAGER AND ANY TEMPORARY STAFF ARE PAID BY THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME, A RELATED ORGANIZATION. THE FOUNDATION REIMBURSES THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME FOR ITS PORTION OF THE EXECUTIVE DIRECTOR'S SALARY, BENEFITS AND PAYROLL TAX EXPENSE, AND FOR ALL OF THE ASSOCIATE DIRECTOR'S, MEMBERSHIP DIRECTOR'S, COLLECTION MANAGER'S AND ANY TEMPORARY EMPLOYEES' SALARIES, BENEFITS AND ASSOCIATED PAYROLL TAX EXPENSES. UNDER THE COMMON PAYMASTER RULES, THE AMOUNT REIMBURSED TO THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME FOR WORK PERFORMED FOR THE FOUNDATION IS REPORTED AS IF IT WAS PAID DIRECTLY BY THE FOUNDATION. THE FOUNDATION'S EDUCATION DIRECTOR IS PAID BY THE FORT WORTH MUSEUM OF SCIENCE AND HISTORY (FWMSH), AN UNRELATED ORGANIZATION. THE FOUNDATION REIMBURSES FWMSH FOR THOSE COMPENSATION EXPENSES. THE REIMBURSED AMOUNTS ARE REPORTED ON PART IX OF FORM 990 AS COMPENSATION AND COMPENSATION RELATED EXPENSES IN ORDER TO ACCURATELY PRESENT THE EXPENSES OF THE FOUNDATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL COWGIRL MUSEUM & HALL OF FAME | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 GENDY STREET | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751486136 | EIN |
| Primary Activities | MUSEUM | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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