BETA

SRB CHARITABLE CORPORATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SRB CHARITABLE CORPORATION (EIN 82-0720705)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201943169349101164
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)
Return2019-11-12T10:54:36-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN820720705EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SRB CHARITABLE CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSRBCBusinessNameControlTxt
Phone8173908400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 MAIN STREET NO 2300AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS W WHITEPersonNm
Person TitleVP, SECRETARYPersonTitleTxt
Phone8173908400PhoneNum
Signature2019-11-12SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address63.97.233.15IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-12IPDt
IP Tm10:50:48IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id96ACB49017FDB893342684ECA0F90DE880BAAC94AtSubmissionCreationDeviceId
At Submission Filing Device Id73CBEF2146CC7DBCF016D6F86AECAAEBD5E10260AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$106,864,729FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,324,500InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,324,500InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$557,740NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,885,466GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$557,740CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,882,240TotalRevAndExpnssAmt
Total Net Invst Incm$1,882,240TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$117,700OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$117,700TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,225,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,225,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,342,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,225,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,460,460ExcessRevenueOverExpensesAmt
Net Investment Income$1,882,240NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$70,633,438CashBOYAmt
Cash EOY$88,851,369CashEOYAmt
Cash EOYFMV$88,851,369CashEOYFMVAmt
Acct Rcvbl$553,960AcctRcvblAmt
Acct Rcvbl EOY$553,960AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$553,960AcctRcvblEOYFMVAmt
Corporate Stock BOY$32,331,180CorporateStockBOYAmt
Corporate Stock EOY$20,000,000CorporateStockEOYAmt
Corporate Stock EOYFMV$17,459,400CorporateStockEOYFMVAmt
Total Assets BOY$102,964,618TotalAssetsBOYAmt
Total Assets EOY$109,405,329TotalAssetsEOYAmt
Total Assets EOYFMV$106,864,729TotalAssetsEOYFMVAmt
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$102,964,618RetainedEarningBOYAmt
Retained Earning EOY$109,405,329RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$102,964,618TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$109,405,329TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$102,964,618TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$109,405,329TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$102,964,618TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,460,460ExcessRevenueOverExpensesAmt
Other Increases$10,901,171OtherIncreasesAmt
Subtotal$109,405,329SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$109,405,329TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property391,780 SHS EXXON MOBILEPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2017-03-01AcquiredDt
Sold2018-01-02SoldDt
Gross Sales Price$32,885,466GrossSalesPriceAmt
Cost Or Other Basis$32,327,726CostOrOtherBasisAmt
Gain Or Loss$557,740GainOrLossAmt
Gains Minus Excess Or Losses$557,740GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$557,740CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,407,449AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$113,783,861NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.073890DistributionYr1Rt
Adjusted Qlfy Distri Yr2$998,209AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$15,563,944NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.064136DistributionYr2Rt
Adjusted Qlfy Distri Yr3$700,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$15,442,828NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045328DistributionYr3Rt
Adjusted Qlfy Distri Yr4$998,433AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$16,561,922NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.060285DistributionYr4Rt
Adjusted Qlfy Distri Yr5$801,725AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$16,631,283NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048206DistributionYr5Rt
Total Distribution0.291845TotalDistributionRt
Average Distribution0.058369AverageDistributionRt
Net Vl Noncharitable Assets$106,945,615NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,242,309AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$18,822NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,261,131AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,225,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$37,645InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$37,645SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$37,645TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$37,801EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$37,801TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$156OverpaymentAmt
Applied To ES Tax$156AppliedToESTaxAmt
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 BooksTHOMAS W WHITEIndividualWithBooksNm
Phone8173908400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 MAIN STREET SUITE 2600AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SID R BASS
201 MAIN STREET SUITE 3200FORT WORTHTX76102PRESIDENT, DIRECTOR0.00$0$0$0
WILLIAM O REIMANN IV
201 MAIN STREET SUITE 3200FORT WORTHTX76102VP, TREASURER, DIRECTOR0.00$0$0$0
GARY W REESE
201 MAIN STREET SUITE 2600FORT WORTHTX76102VP, ASST TREASURER0.00$0$0$0
THOMAS W WHITE
201 MAIN STREET SUITE 2600FORT WORTHTX76102VP, SECRETARY, DIRECTOR0.00$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$5,426,162AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$102,594,106AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$553,960FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$108,574,228TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$108,574,228AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,628,613CashDeemedCharitableAmt
Net Vl Noncharitable Assets$106,945,615NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,347,281MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,347,281MinimumInvestmentReturnAmt
Tax Based On Investment Income$37,645TaxBasedOnInvestmentIncomeAmt
Total Tax$37,645TotalTaxAmt
Distributable Before Adj$5,309,636DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,309,636DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,309,636DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,225,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,225,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,225,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,309,636DistributableAsAdjustedAmt
Undistributed Income PY$4,065,682UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$4,301,582ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,301,582TotalExcessDistributionCyovAmt
Qualifying Distributions$6,225,000QualifyingDistributionsAmt
Applied To Year1$4,065,682AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,159,318AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,150,318ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,150,318ExcessDistributionCyovAppCYAmt
Total Corpus$1,151,264TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,151,264ExcessDistriCyovToNextYrAmt
Excess From Year1$1,151,264ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSID R BASSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KIMBELL ART MUSEUM
3333 CAMP BOWIE BOULEVARDFORT WORTHTX761072792NONEN/AGENERAL$1,000,000
CHINATI FOUNDATION
PO BOX 1135MARFATX79843NONEN/AGENERAL$50,000
SID RICHARDSON MEMORIAL FUND
309 MAIN STREETFORT WORTHTX76102NONEN/AGENERAL$100,000
CHARTER SCHOOL GROWTH FUND
10901 WEST 120TH AVENUE SUITE 450BROOMFIELDCO80021NONEN/AGENERAL$5,000,000
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA MS BCM160HOUSTONTX77030NONEN/AGENERAL$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,225,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,324,500ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$557,740ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,882,240ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,882,240TotalIncomeProducingActyAmt

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

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line Reference990-PF PART V AND PART XIIIFormAndLineReferenceDesc
Medium ExplanationSRB CHARITABLE CORPORATION RECEIVED A DISPOSITION OF ASSETS FROM A TERMINATED FOUNDATION, THE BASS CHARITABLE CORPORATION EIN 75-2308846. AS A RESULT OF A TRANSFER OF ASSETS AS DESCRIBED IN SECTION 507(B)2), THE SUCCESSOR FOUNDATION IS TREATED AS POSSESSING THOSE ATTRIBUTES AND CHARACTERISTICS OF THE TRANSFEROR WHICH ARE DESCRIBED IN TREASURY REGULATION 1.507-3(A)(2), (3) AND (4). THE AMOUNTS REPORTED IN PART V ADJUSTED QUALIFYING DISTRIBUTIONS AND NET VALUE OF NON-CHARITABLE USE ASSETS AND THE AMOUNTS REPORTED AS EXCESS DISTRIBUTION CARRYOVER IN PART XIII INCLUDE AMOUNTS RECEIVED FROM THE BASS CHARITABLE CORPORATION AT JUNE 30, 2018.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$20,000,000EOYBookValueAmt
EOYFMV$17,459,400EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Revenue And Expenses Per Books$117,700RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDISTRIBUTION FROM THE BASS CHARITABLE CORPORATIONDesc
Amt$10,901,171Amt

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