PHILECOLOGY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PHILECOLOGY FOUNDATION (EIN 20-8987808)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-13
- IRS object ID
- 201901339349102550
- Schema version
- 2017v2.3
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T13:54:59-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208987808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Philecology Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 8173908400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Main Street No 2300 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas W White | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8173908400 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.97.233.15 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 11:09:10 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 037FADBB6356CB2CEE5DE1041669CA1C9156EAC8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4E5DCB0192794025B185064F9FD1B8E24A057ACE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,180,999 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,413 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,413 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,737 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,737 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $808,880 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,320,798 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $808,880 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $555,746 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $555,746 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,432,776 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,432,776 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,404,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,404,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,404,500 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,404,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,432,776 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,882 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,747 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,747 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $650,455 | AcctRcvblAmt |
| Acct Rcvbl BOY | $125,098 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $650,455 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $650,455 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,007,951 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $500,247 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,007,951 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,007,951 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,850,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,338,497 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,213,692 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $303,226 | OtherAssetsBOYAmt |
| Other Assets EOY | $306,154 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $306,154 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,812,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,305,804 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,180,999 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,812,867 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,305,804 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,812,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,305,804 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,812,867 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,305,804 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,812,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $488,507 | OtherIncreasesAmt |
| Subtotal | $3,329,650 | SubtotalAmt |
| Other Decreases | $23,846 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,305,804 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Walt Disney Company | P | 1984-10-02 | 2017-12-18 | $1,214,950 | $448,545 | $766,405 | $766,405 |
| Walt Disney Company | P | 1984-10-02 | 2018-06-21 | $105,848 | $63,373 | $42,475 | $42,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $808,880 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,558,252 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,246,396 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.732277 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,066,430 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,575,958 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.491664 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,077,842 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,518,392 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.396354 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,902,710 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,281,579 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.195646 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $320,791 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,698,452 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.008081 | DistributionYr5Rt |
| Total Distribution | 1.824022 | TotalDistributionRt |
| Average Distribution | 0.364804 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,764,370 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,738,061 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,328 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,752,389 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,404,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,656 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,656 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $59,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,344 | OverpaymentAmt |
| Applied To ES Tax | $30,344 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Thomas W White | IndividualWithBooksNm |
| Phone | 8173908400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Main Street Suite 2600 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Edward P Bass | ||||||||
| 201 Main Street Suite 2300 | Fort Worth | TX | 76102 | President, Director | 0.00 | $0 | $0 | $0 |
| Gary W Reese | ||||||||
| 201 Main Street Suite 2300 | fort Worth | TX | 76102 | VP, Asst Treas | 0.00 | $0 | $0 | $0 |
| Thomas W White | ||||||||
| 201 Main Street Suite 2300 | Fort Worth | TX | 76102 | VP, Treas, Asst Sec, Direc | 0.00 | $0 | $0 | $0 |
| Dee Steer | ||||||||
| 201 Main Street Suite 2300 | Fort Worth | TX | 76102 | Secretary, Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,837,528 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,836 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,964,560 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,836,924 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,836,924 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,764,370 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $238,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $238,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,656 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,656 | TotalTaxAmt |
| Distributable Before Adj | $209,563 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $209,563 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $209,563 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,404,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,404,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,404,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,563 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $5,241,880 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,458,397 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,783,919 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,524,137 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,008,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,404,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $209,563 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,194,937 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,203,270 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,463,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,241,880 | ExcessFromYear4Amt |
| Excess From Year3 | $12,458,397 | ExcessFromYear3Amt |
| Excess From Year2 | $11,783,919 | ExcessFromYear2Amt |
| Excess From Year1 | $14,524,137 | ExcessFromYear1Amt |
| Excess From Current Year | $14,454,706 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Edward P Bass | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Botanical Research Institute of Texas | ||||||
| 1700 UNIVERSITY DRIVE | FORT WORTH | TX | 76107 | Tax Exempt | Conservation Organization | $4,500 |
| Ft Worth Zoological Association | ||||||
| 1989 COLONIAL PARKWAY | FORT WORTH | TX | 76110 | Tax Exempt | Conservation Organization | $1,150,000 |
| The Bhutan Foundation | ||||||
| 3121 SOUTH STREET NW | WASHINGTON | DC | 20007 | Tax Exempt | Conservation Organization | $200,000 |
| Texas & Southwestern Cattle Raisers Foundation | ||||||
| 1600 GENDY STREET | FORT WORTH | TX | 76107 | Tax Exempt | Conservation Organization | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,404,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,413 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,737 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $555,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $808,880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,432,776 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,432,776 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990-PF Part V and Part XIII | FormAndLineReferenceDesc |
| Medium Explanation | The Philecology Foundation 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments in Stock | StockNm |
| EOY Book Value | $1,338,497 | EOYBookValueAmt |
| EOYFMV | $2,213,692 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Federal Income Tax Payable | $53,700 | $59,000 | $59,000 |
| Leasehold Cost- Depletable Assets | $1,081,253 | $1,106,970 | $1,106,970 |
| Leasehold - A/D | -$857,469 | -$859,841 | -$859,841 |
| Non-producing Lease Cost | $25,742 | $25 | $25 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Non-Deductible Expenses | $2,511 |
| Prior Year Excise Tax Adjustments | $21,335 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Royalty income | Desc |
| Revenue And Expenses Per Books | $555,746 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $555,746 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Distributions From Terminated Nonprofit Corporation | Desc |
| Amt | $488,507 | Amt |