SHIRLEY & WILLIAM S MCINTYRE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHIRLEY & WILLIAM S MCINTYRE FOUNDATION (EIN 75-2910339)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-06
- IRS object ID
- 202533109349101503
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T12:31:58-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752910339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIRLEY & WILLIAM S MCINTYRE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIR | BusinessNameControlTxt |
| Phone | 2147029004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12222 MERIT DRIVE 1600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM S MCINTYRE IV | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2147029004 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW C DOBAY | PreparerPersonNm |
| PTIN | P01262771 | PTIN |
| Phone | 2148717500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,228,916 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $526,373 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38,096 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,096 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $40,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,322 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $427,660 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $894,045 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $427,660 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $122,601 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $122,601 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,155,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $628,679 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,588 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $92,307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $92,307 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,307 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $708,877 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $708,877 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $804,772 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,307 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $708,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $350,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $536,372 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,886 | CashBOYAmt |
| Cash EOY | $67,365 | CashEOYAmt |
| Cash EOYFMV | $67,365 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,546 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,546 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,176 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,317 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,176 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,176 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $103,070 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $132,136 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $103,070 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $103,070 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,036,882 | CorporateStockBOYAmt |
| Corporate Stock EOY | $895,739 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,808,106 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,127,254 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,166,332 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,231,653 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,393,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,251,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,228,916 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $117,717 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $117,717 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $3,275,644 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,251,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,275,644 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,251,228 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,393,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,251,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,275,644 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $350,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $200 | OtherIncreasesAmt |
| Subtotal | $3,626,124 | SubtotalAmt |
| Other Decreases | $374,896 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,251,228 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| MFC SPDR S&P 500 ETF | 2024-09-06 | $249,634 | $130,825 | $118,809 | $118,809 | |
| MFC SELECT SECTOR SPDR TR ENERGY | 2024-09-10 | $26,063 | $8,651 | $17,412 | $17,412 | |
| SCHWAB GOVERNMENT MONEY | 2025-08-20 | $40,000 | $40,000 | $0 | $0 | |
| MFC ISHARES TR CORE S&P SMALL-CAP ETF | 2025-03-06 | $50,061 | $25,358 | $24,703 | $24,703 | |
| MFC SELECT SECTOR SPDR TR ENERGY | 2025-03-06 | $30,074 | $10,265 | $19,809 | $19,809 | |
| MRC SPDR S&P 500 ETF | 2025-03-06 | $20,173 | $9,592 | $10,581 | $10,581 | |
| MFO BLACKROCK FDS V HIGH YIELD | 2025-03-06 | $59,181 | $57,849 | $1,332 | $1,332 | |
| SPDR S&P DIVIDEND ETF | 2025-03-11 | $38,999 | $33,936 | $5,063 | $5,063 | |
| MFC ISHARES CORE S&P MID-CAP | 2025-03-21 | $15,055 | $7,107 | $7,948 | $7,948 | |
| MFC ISHARES TR CORE S&P SMALL-CAP ETF | 2025-03-21 | $20,103 | $10,307 | $9,796 | $9,796 | |
| MFC ISHARES TR S&P MIDCAP | 2025-03-21 | $15,017 | $14,615 | $402 | $402 | |
| MFC SELCT SECTOR SPDR TR ENERGY | 2025-03-21 | $215,358 | $66,581 | $148,777 | $148,777 | |
| MFC ISHARES TR S&P MIDCAP 400 GROWTH | 2025-05-30 | $40,081 | $37,488 | $2,593 | $2,593 | |
| SCHWAB GOVERNMENT MONEY | 2025-06-04 | $13,811 | $13,811 | $0 | $0 | |
| CAPITAL GAINS DISTRIBUTION | $2,297 | $2,297 | $2,297 | |||
| ANGELES GLOBAL EQUITY OPPORTUNITIES FUND, LLC | $8,698 | $8,698 | $8,698 | P | ||
| ANGELES GLOBAL EQUITY OPPORTUNITIES FUND, LLC | $48,899 | $48,899 | $48,899 | P | ||
| ANGELES PRIVATE CREDIT FUND 2 | $403 | $403 | $403 | P | ||
| ANGELES PRIVATE CREDIT FUND 2 | $138 | $138 | $138 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $427,660 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,456 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,456 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,856 | TaxDueAmt |
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 | Yes (1) | 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 | WILLIAM S MCINTYRE IV | IndividualWithBooksNm |
| Phone | 2147029004 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12222 MERIT DRIVE SUITE 1600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| SHIRLEY MCINTYRE | ||||||||
| 12222 MERIT DRIVE SUITE 1600 | DALLAS | TX | 75251 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| WILLIAM S MCINTYRE IV | ||||||||
| 12222 MERIT DRIVE SUITE 1600 | DALLAS | TX | 75251 | VICE PRESIDENT/ SECRETARY | 0.50 | $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 | $2,136,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,844,571 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,170,759 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,170,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,108,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,456 | TotalTaxAmt |
| Distributable Before Adj | $197,954 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $197,954 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $197,954 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $708,877 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $708,877 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,954 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $277,974 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $152,501 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $79,275 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $509,750 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $708,877 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $197,954 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $510,923 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,020,673 | 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 | $277,974 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $742,699 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $152,501 | ExcessFromYear4Amt |
| Excess From Year1 | $79,275 | ExcessFromYear1Amt |
| Excess From Current Year | $510,923 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHIRLEY MCINTYRE | ContributingManagerNm |
| Contributing Manager | WILLIAM S MCINTYRE IV | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAYLOR SCOTT AND WHITE ALL SAINTS HEALTH FOUNDATION | |||||||
| 1400 EIGHT AVENUE | FORT WORTH | TX | 76104 | NONE | PC | GENERAL OBLIGATIONS | $5,000 |
| BRAVO COLORADO AT VAIL-BEAVER CREEK | |||||||
| 2271 N FRONTAGE ROAD W SUITE C | VAIL | CO | 81657 | NONE | PC | GENERAL OPERATIONS | $32,011 |
| CHARLES PANKOW BUILDERS WILDFIRE FUND | |||||||
| 199 S LOS ROBLES AVE STE 300 | PASADENA | CA | 91101 | NONE | PF | WILDFIRE FUND | $1,000 |
| CHILDREN'S MEDICAL CENTER FOUNDATION | |||||||
| 2777 N STEMMONS FREEWAY SUITE 1700 | DALLAS | TX | 75207 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| DALLAS ARBORETUM & BOTANICAL SOCIETY INC | |||||||
| 8617 GARLAND ROAD | DALLAS | TX | 75218 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| DALLAS CASA | |||||||
| 2757 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | GENERAL OPERATIONS | $2,500 |
| DALLAS MUSEUM OF ART | |||||||
| 1717 N HARWOOD ST | DALLAS | TX | 75201 | NONE | PC | GENERAL OPERATIONS | $1,750 |
| DALLAS SYMPHONY ASSOCIATION | |||||||
| 2301 FLORA ST STE 300 | DALLAS | TX | 75201 | NONE | PC | GENERAL OPERATIONS | $133,491 |
| DALLAS SYMPHONY FOUNDATION | |||||||
| 2301 FLORA ST STE 300 | DALLAS | TX | 75201 | NONE | SO I | GENERAL OPERATIONS | $150,000 |
| DALLAS WOMEN'S CLUB FOUNDATION | |||||||
| 7000 PARK LANE | DALLAS | TX | 75225 | NONE | PC | GENERAL OPERATIONS | $250 |
| EPISCOPAL CHURCH OF THE TRANSFIGURATION | |||||||
| 14115 HILLCREST ROAD | DALLAS | TX | 75254 | NONE | PC | GENERAL OPERATIONS | $13,000 |
| FIRST LIBERTY INSTITUTE | |||||||
| 2001 W PLANO PKWY 1600 | PLANO | TX | 75075 | NONE | PC | GENERAL OBLIGATIONS | $5,000 |
| KIMBELL ART MUSEUM | |||||||
| 333 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | NONE | PC | GENERAL OPERATIONS | $75 |
| MEADOWS MUSEUM | |||||||
| 5900 BISHOP BLVD | DALLAS | TX | 75205 | NONE | PC | GENERAL OBLIGATIONS | $6,000 |
| MEALS ON WHEELS NEW MEXICO | |||||||
| PO BOX 92614 | ALBUQUERQUE | NM | 87199 | NONE | PC | GENERAL OPERATIONS | $250 |
| NASHER SCULPTURE CENTER | |||||||
| 2001 FLORA ST | DALLAS | TX | 75201 | NONE | PC | GENERAL OBLIGATIONS | $1,000 |
| SAINT MICHAEL AND ALL ANGELS FOUNDATION OF DALLAS | |||||||
| 8011 DOUGLAS AVE | DALLAS | TX | 75225 | NONE | PC | GENERAL OPERATIONS | $82,200 |
| SALESMANSHIP CLUB FOUNDATION | |||||||
| 106 E 10TH ST 200 | DALLAS | TX | 75203 | NONE | PC | GENERAL OPERATIONS | $200 |
| SALVATION ARMY NATIONAL CORP | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| THE MENOPAUSE SOCIETY | |||||||
| 30050 CHAGRIN BLVD 120W | PEPPER PIKE | OH | 44124 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| THE NATURE CONSERVANCY OF TEXAS | |||||||
| 2632 BROADWAY SUITE 201S | SAN ANTONIO | TX | 78215 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| THE SENIOR SOURCE | |||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| THE VAIL JAZZ FOUNDATION | |||||||
| P O BOX 3035 | VAIL | CO | 81658 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| UTD CENTER FOR BRAIN HEALTH | |||||||
| 2200 WEST MOCKINGBIRD LANE | DALLAS | TX | 75235 | NONE | PC | GENERAL OPERATIONS | $200,250 |
| VAIL SYMPOSIUM | |||||||
| PO BOX 3038 | VAIL | CO | 81658 | NONE | PC | GENERAL OPERATIONS | $2,500 |
| VAIL VETERANS FOUNDATION INC | |||||||
| PO BOX 6473 | VAIL | CO | 81658 | NONE | PC | GENERAL OPERATIONS | $2,500 |
| VAN CLIBURN FOUNDATION INC | |||||||
| 201 MAIN STREET SUITE 100 | FORT WORTH | TX | 76102 | NONE | PC | GENERAL OBLIGATIONS | $17,500 |
| VOGEL | |||||||
| PO BOX 150948 | DALLAS | TX | 75315 | NONE | PC | GENERAL OPERATIONS | $400 |
| WINNSBORO CENTER FOR THE ARTS | |||||||
| PO BOX 342 | WINNSBORO | TX | 75494 | NONE | PC | GENERAL OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $708,877 | 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 | $38,096 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,322 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $122,601 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $427,660 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $628,679 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $628,679 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM S MCINTYRE IV AND SHIRLEY M | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12222 MERIT DRIVE SUITE 1600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $526,373 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCKS | NoncashPropertyDesc |
| Fair Market Value | $526,373 | FairMarketValueAmt |
| Received | 2024-11-13 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NORTHERN FUNDS STK INDEX FD | $79,169 | $206,596 |
| MFC SPDR S&P 500 ETF TRUST UNITS SER 1 S&P | $190,753 | $430,024 |
| MFC ISHARES CORE S&P MID-CAP ETF | $50,255 | $111,388 |
| MFC ISHARES TR RUSSELL 1000 GROWTH | $357,959 | $632,624 |
| MFC ISHARES TR COR S&P MIDCAP 400 GROWTH | $97,931 | $107,902 |
| MFC ISHARES TR COR S&P SMALL-CAP ETF | $25,522 | $51,148 |
| MFC SELECT SECTOR SPDR TR TECHNOLOGY (XLK) | $94,150 | $268,424 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERIT ENERGY PARTNERS H | AT COST | $1,234,210 | $1,234,210 |
| VANGUARD | AT COST | $63,863 | $76,684 |
| ANGELES - S&P DIVIDEND ETF | AT COST | $36,964 | $43,307 |
| ANGELES - GLOBAL OPPROTUNITY FUND | AT COST | $290,597 | $336,550 |
| MERIT ENERGY PARTNERS L | AT COST | $324,105 | $324,105 |
| MFC FLEXSHARES TRUST HIGH YIELD VALUE | AT COST | $158,193 | $157,719 |
| MFC ISHARES TR BROAD USD HIGH YIELD (USHY) | AT COST | $58,400 | $59,078 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES | $374,816 |
| NON-DEDUCTIBLE EXPENSES FROM K-1S | $80 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $10,912 | $10,912 | $0 |
| BANK CHARGES | $44 | $44 | $0 |
| DEPLETION - MERIT ENERGY PARTNERS H, LP | $66,446 | $66,446 | $0 |
| DEPLETION - MERIT ENERGY PARTNERS L, LP | $9,021 | $9,021 | $0 |
| OTHER EXPENSE - MERIT H | $2,588 | $2,588 | $0 |
| OTHER EXPENSE - MERIT L | $417 | $417 | $0 |
| PTHER EXPENSE - ANGELES PRIVATE CREDIT FUND 2 | $2,879 | $2,879 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME- MERIT ENERGY PARTNERS H, LP | $78,446 | $78,446 | $78,446 |
| OTHER INCOME- MERIT ENERGY PARTNERS L, LP | $29,917 | $29,917 | $29,917 |
| OTHER INCOME - NT | $564 | $564 | $564 |
| OTHER INCOME - ANGELES | $13,674 | $13,674 | $13,674 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD VOIDED CHECK | Desc |
| Amt | $200 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $3,588 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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