BYRON NELSON FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BYRON NELSON FOUNDATION (EIN 75-2806927)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201913199349104321
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-15T16:24:11-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN750786316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEAVER AND TIDWELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12300 N FIELD ST STE 1000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752806927EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BYRON NELSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBYROBusinessNameControlTxt
Phone9724486953PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1680 LAKERIDGE DRIVEAddressLine1Txt
CityFAIRVIEWCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75069ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJON M BRADLEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8174301336PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN W REEVESPreparerPersonNm
PTINP01248048PTIN
Phone9724901970PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address174.47.139.16IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm09:05:31IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,104,975FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$193,710DividendsRevAndExpnssAmt
Dividends Net Invst Incm$193,710DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$395,901NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,957,927GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$395,901CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$789,611TotalRevAndExpnssAmt
Total Net Invst Incm$589,611TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,938AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,203AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$735AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$13,659TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,659TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$57,236OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$56,786OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$73,833TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$63,648TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$735TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$355,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$355,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$428,833TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$63,648TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$355,735TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$360,778ExcessRevenueOverExpensesAmt
Net Investment Income$525,963NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$67,207CashBOYAmt
Cash EOY$127,453CashEOYAmt
Cash EOYFMV$127,453CashEOYFMVAmt
Corporate Stock BOY$5,322,311CorporateStockBOYAmt
Corporate Stock EOY$5,679,733CorporateStockEOYAmt
Corporate Stock EOYFMV$5,230,065CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,842,675CorporateBondsBOYAmt
Corporate Bonds EOY$1,785,785CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,747,457CorporateBondsEOYFMVAmt
Total Assets BOY$7,232,193TotalAssetsBOYAmt
Total Assets EOY$7,592,971TotalAssetsEOYAmt
Total Assets EOYFMV$7,104,975TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,232,193RetainedEarningBOYAmt
Retained Earning EOY$7,592,971RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,232,193TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,592,971TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,232,193TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,592,971TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,232,193TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$360,778ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,592,971SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,592,971TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY STOCK SALEP$161,126$147,568$13,558$13,558
WESTWOOD STOCK SALEP$400,000$402,306-$2,306-$2,306
WESTWOOD STOCK SALEP$1,003,749$901,652$102,097$102,097
STOCK SALE FROM PASS THRUP$110,500-$110,500-$110,500
STOCK SALE FROM PASS THRUP$389,627$389,627$389,627
CAPITAL GAINS DIVIDENDSP$3,425$3,425$3,425
FieldValueIRS element (for citing)
Capital Gain Net Income$395,901CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$299,536AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,296,834NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041050DistributionYr1Rt
Adjusted Qlfy Distri Yr2$193,409AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,298,429NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.030707DistributionYr2Rt
Adjusted Qlfy Distri Yr3$154,573AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,070,567NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037973DistributionYr3Rt
Adjusted Qlfy Distri Yr4$108,788AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,791,569NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038970DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,404AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,295,752NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.017599DistributionYr5Rt
Total Distribution0.166299TotalDistributionRt
Average Distribution0.033260AverageDistributionRt
Net Vl Noncharitable Assets$7,759,225NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$258,072AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,260NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$263,332AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$355,735QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,260InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,260SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,260TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,796EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$6,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,796TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,536OverpaymentAmt
Applied To ES Tax$6,536AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJON M BRADLEYIndividualWithBooksNm
Phone2142326619PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1680 LAKERIDGE DRIVEAddressLine1Txt
CityFAIRVIEWCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75069ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PEGGY NELSON
778 ELEVEN STRAIGHT LANEROANOKETX76262PRESIDENT/DIRECTOR0.00$0$0$0
JON M BRADLEY
680 LAKERIDGE DRFAIRVIEWTX75069SECY/TREASURER/DIRECTOR0.00$0$0$0
JOHN WILBANKS JR
3301 CAMBRIDGE CTCOLLEYVILLETX76034DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,662,052AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$215,334AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,877,386TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,877,386AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$118,161CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,759,225NetVlNoncharitableAssetsAmt
Minimum Investment Return$387,961MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$387,961MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,260TaxBasedOnInvestmentIncomeAmt
Total Tax$5,260TotalTaxAmt
Distributable Before Adj$382,701DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$382,701DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$382,701DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$355,735ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$355,735QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,260PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$350,475AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$382,701DistributableAsAdjustedAmt
Undistributed Income PY$353,213UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$355,735QualifyingDistributionsAmt
Applied To Year1$353,213AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,522AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$380,179UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VALIANT HEARTS
PO BOX 92511SOUTHLAKETX76092NONEPCPROGRAM SUPPORT$10,000
THE HILLS CHURCH
6300 NE LOOP 820 NORTHRICHLAND HILLSTX761807899NONEPCPROGRAM SUPPORT$75,000
SALESMANSHIP CLUB OF DALLAS
106 E 10TH ST SUITE 200DALLASTX752032296NONEPCPROGRAM SUPPORT$75,000
OPERATION SECOND CHANCE
20251 CENTURY BLVD STE 130GERMANTOWNMD20874NONEPCPROGRAM SUPPORT$10,000
NORTH TEXAS FOOD BANK
4500 S COCKRELL HILL RDDALLASTX75236NONEPCPROGRAM SUPPORT$5,000
FIRST TEE OF GREATER DALLAS
16200 ADDISON RD STE 255ADDISONTX75001NONEPCPROGRAM SUPPORT$10,000
FIRST TEE OF FORT WORTH
PO BOX 4767FORT WORTHTX76164NONEPCPROGRAM SUPPORT$10,000
COLLEGE GOLF FELLOWSHIP
5098 FOOTHILLS BLVDSTE 3-138ROSEVILLECA95747NONEPCPROGRAM SUPPORT$20,000
ABILENE CHRISTIAN UNIVERSITY
ACU BOX 27916ABILENETX796997916NONEPCPROGRAM SUPPORT$140,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$355,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$193,710ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$395,901ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$589,611ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$589,611TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF BYRON NELSONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12300 NORTH FIELD ST SUITE 1000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,938Amt
Net Investment Income$2,203NetInvestmentIncomeAmt
Disbursements Charitable Prps$735DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondWESTWOOD BOND FUNDSBondNm
EOY Book Value$1,785,785EOYBookValueAmt
EOYFMV$1,747,457EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENT STOCKS$94,970$118,517
WESTWOOD STOCK FUNDS$5,584,763$5,111,548

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$54,604$54,604$0
PORTFOLIO DEDUCTIONS$1,948$1,948$0
DUES$450$0$0
OTHER INVESTMENT EXPENSE$234$234$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$4,659$4,659$0
EXCISE TAXES$9,000$0$0

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