R4 FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- R4 FOUNDATION (EIN 46-5434359)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349103319
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:38:25-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 Riverfront Drive Suite 200 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465434359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R4 Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRET HELMER | InCareOfNm |
| Business Name Control | R4FO | BusinessNameControlTxt |
| Phone | 8173366500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5804 Edwards Ranch Road | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRET HELMER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8173366500 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kelly R Hein Jr | PreparerPersonNm |
| PTIN | P00286352 | PTIN |
| Phone | 8173322301 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 80538020183195000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E39D6C905AD391CFB07BA012764169A377D74362 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E3A7AFC9E1D2E3B0E91A7485A736A8900D35C06C | 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 | $20,918,543 | 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 | $10,001,756 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $347,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $343,861 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,349,561 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,873 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,461 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,461 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,095 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,095 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $463 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $232 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $231 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,646 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,823 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,823 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,549 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,054 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,495 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,820 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,993 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,993 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,874 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,621 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $253 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $180,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,730 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135,351 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $487,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $487,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $668,631 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,730 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $623,081 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,680,930 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $306,143 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,889,687 | CashBOYAmt |
| Cash EOY | $6,191,589 | CashEOYAmt |
| Cash EOYFMV | $6,191,589 | CashEOYFMVAmt |
| Acct Rcvbl | $1,288 | AcctRcvblAmt |
| Acct Rcvbl BOY | $852 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,288 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,288 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $8,387,008 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,753,049 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,674,383 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $17,173 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $17,173 | LandBOYAmt |
| Land EOY | $17,173 | LandEOYAmt |
| Land EOYFMV | $17,173 | LandEOYFMVAmt |
| Other Assets EOY | $34,110 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,110 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,294,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,997,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,918,543 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $21,559 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,559 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,294,720 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,975,650 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,294,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,975,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,294,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,997,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,294,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,680,930 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,975,650 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,975,650 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $274,691 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,053,708 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027322 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $391,909 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,521,061 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.155454 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,454 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,440 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.958871 | DistributionYr3Rt |
| Total Distribution | 4.141647 | TotalDistributionRt |
| Average Distribution | 1.380549 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,058,218 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,266,412 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,061 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,269,473 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $623,081 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,123 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,123 | SubtotalAmt |
| Tax Based On Investment Income | $6,123 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,728 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,865 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,593 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,470 | OverpaymentAmt |
| Applied To ES Tax | $1,470 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRET HELMER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173366500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5804 Edwards Ranch Road | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Bret Helmer | ||||||||
| 5804 Edwards Ranch Road | Fort Worth | TX | 76109 | President/CEO | 40.0 | $109,261 | $0 | $0 |
| lauren pavell | ||||||||
| 5804 Edwards Ranch Road | fort Worth | TX | 76109 | Sec/treasurer | 2.0 | $11,200 | $0 | $0 |
| walter reynolds | ||||||||
| 5804 Edwards Ranch Road | fort Worth | TX | 76109 | director | 0.25 | $0 | $0 | $0 |
| Claire Reynolds | ||||||||
| 5804 Edwards Ranch Road | fort Worth | TX | 76109 | director | 0.25 | $0 | $0 | $0 |
| donald reynolds | ||||||||
| 5804 Edwards Ranch Road | fort Worth | TX | 76109 | director | 0.25 | $0 | $0 | $0 |
| fantasy reynolds | ||||||||
| 5804 Edwards Ranch Road | fort Worth | TX | 76109 | director | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,355,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,853,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,172 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,226,617 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,226,617 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,058,218 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $552,911 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $552,911 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,123 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,123 | TotalTaxAmt |
| Distributable Before Adj | $546,788 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $546,788 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $546,788 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $623,081 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $623,081 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $623,081 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $546,788 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $73,077 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $73,077 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $623,081 | QualifyingDistributionsAmt |
| Applied To Current Year | $546,788 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,293 | RemainingDistriFromCorpusAmt |
| Total Corpus | $149,370 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $149,370 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $73,077 | ExcessFromYear2Amt |
| Excess From Current Year | $76,293 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | R4 Foundation co Bret Helmer | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5804 Edwards Ranch Road | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | bhelmer@r4foundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Written application following guidelines found in grant application on R4Foundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are restricted almost exclusively to 501(c)(3) organizations that further wellness, education, arts, and community charitable purposes. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Momentous Institute | |||||||
| 106 E 10th St | Dallas | TX | 75203 | PC | Assist in meeting the organization's exempt purpose | $25,000 | |
| Teach for America | |||||||
| 707 W Vickery Blvd | Fort Worth | TX | 76104 | PC | Assist in meeting the organization's exempt purpose | $20,000 | 102 |
| Read Fort Worth | |||||||
| 1500 N Main St | Fort Worth | TX | 761644448 | PC | Assist in meeting the organizationn's exempt purpose | $40,000 | Suite 105 |
| First 3 Years | |||||||
| 1199 S Belt Line Rd | Coppell | TX | 75019 | PC | Assist in meeting the organization's exempt purpose | $10,000 | 100 |
| Trinity Habit for Humanity | |||||||
| 9333 N Normandale St | Fort Worth | TX | 76116 | PC | Assist in meeting the organization's exempt purpose | $15,000 | |
| Ronald McDonald House | |||||||
| 1001 8th Ave | Fort Worth | TX | 76104 | PC | Assist in meeting the organization's exempt purpose | $10,000 | |
| Tarrant Regional Water District | |||||||
| 800 East Northside Dr | Fort Worth | TX | 76102 | PC | Assist in meeting the organization's exempt purpose | $5,000 | |
| Mayfest | |||||||
| 6115 Camp Bowie Blvd | Fort Worth | TX | 76116 | PC | Assist in meeting the organization's exempt purpose | $10,000 | 160 |
| Imagination Fort Worth | |||||||
| 8008 Camp Bowie W Blvd | Fort Worth | TX | 76116 | PC | Assist in meeting the organization's exempt purpose | $5,000 | Suite 111 |
| Communities in Schools | |||||||
| 6707 Brentwood Stair Rd | Fort Worth | TX | 76112 | PC | Assist in meeting the organization's exempt purpose | $10,000 | |
| Casa Manana | |||||||
| 3101 W Lancaster Ave | Fort Worth | TX | 76107 | PC | Assist in meeting the organization's exempt purpose | $15,000 | |
| ACH Child and Family Services | |||||||
| 3712 Wichita St | Fort Worth | TX | 76119 | PC | Assist in meeting the organization's exempt purpose | $10,000 | |
| Fort Worth Zoo | |||||||
| 1989 Colonial Pkwy | Fort Worth | TX | 76110 | PC | Assist in meeting the organization's exempt purpose | $20,000 | |
| Shine Therapy | |||||||
| 1450 8th Ave | Fort Worth | TX | 76104 | PC | Assist in meeting the organization's exempt purpose | $5,000 | |
| The Art Station | |||||||
| 1616 Park Pl Ave | Fort Worth | TX | 76110 | PC | Assist in meeting the organization's exempt purpose | $15,000 | |
| The Warm Place | |||||||
| 809 Lipscomb St | Fort Worth | TX | 76104 | PC | Assist in meeting the organization's exempt purpose | $5,000 | |
| Como Lion's Heart | |||||||
| 4840 Bellflower Way | Fort Worth | TX | 76123 | PC | Assist in meeting the organization's exempt purpose | $5,000 | |
| Momentous Institute | |||||||
| 106 E 10th Street | Dallas | TX | 75203 | PC | Assist in meeting the organization's exempt purpose | $2,500 | |
| The Gatehouse | |||||||
| 670 Westport Pkwy | Grapevine | TX | 76051 | PC | Assist in meeting the organization's exempt purpose | $15,000 | |
| Key School | |||||||
| 3947 E Loop 820 S | Fort Worth | TX | 76119 | PC | Assist in meeting the organization's exempt purpose | $10,000 | |
| North Texas Healthy Communities | |||||||
| 1300 Summit Ave | Fort Worth | TX | 76102 | PC | Assist in meeting the organization's exempt purpose | $15,000 | Ste 750 |
| Fort Worth Museum of Science and History | |||||||
| 1600 Gendy St | Fort Worth | TX | 76107 | PC | Assist in meeting the organization's exempt purpose | $15,000 | |
| Fort Worth Dream Park | |||||||
| PO Box 470517 | Fort Worth | TX | 76147 | PC | Assis in meeting the organization's exempt purpose | $15,000 | |
| University Christian Church | |||||||
| 2720 S University Dr | Fort Worth | TX | 76109 | PC | Assist in meeting the organization's exempt purpose | $5,150 | |
| Adventures in Advertising | |||||||
| 5952 Royal Ln | Dallas | TX | 75230 | PC | Assist in meeting the organization's exempt purpose | $6,498 | |
| Adventures in Advertising | |||||||
| 5952 Royal Ln | Dallas | TX | 75230 | PC | Assist in meeting the organization's exempt purpose | $2,275 | |
| Ulisses Maria | |||||||
| 5702 Trendale St | Houston | TX | 77087 | I | Flood relief | $10,901 | |
| John Beghaud | |||||||
| 226 Pinehurst | Sour Lake | TX | 77659 | I | Flood Relief | $20,000 | |
| Kevin Johnson | |||||||
| 8750 Point Park | Houston | TX | 77095 | I | Flood Relief | $10,901 | Apt H1907 |
| Christopher Gossett | |||||||
| 2118 Locklaine Dr | Pasadena | TX | 77502 | I | Flood Relief | $10,901 | |
| Kim Borque | |||||||
| 195 Ridgewood | Bridge City | TX | 77611 | I | Flood Relief | $20,000 | |
| Lois Livingston | |||||||
| 7910 Linden Oaks Ln | Richmond | TX | 77407 | I | Flood Relief | $10,901 | |
| Samantha Wright | |||||||
| 8100 Cypresswood Dr | Spring | TX | 77379 | I | Flood Relief | $10,901 | Apt 623 |
| Charles Magliolo | |||||||
| 8340 Lake Placid | Nederland | TX | 77627 | I | Flood Relief | $20,000 | |
| April Stanton | |||||||
| PO Box 204 | Sour Lake | TX | 77659 | I | Flood Relief | $20,000 | |
| Ryan Nemer | |||||||
| 13622 Braydon Bend Dr | Houston | TX | 77041 | I | Flood Relief | $10,901 | |
| Theresa Martin | |||||||
| 12310 Aste Lane | Houston | TX | 77065 | I | Flood Relief | $20,000 | |
| Dennis Colvin | |||||||
| 105 Dove Dr | Rockport | TX | 78382 | I | Flood Relief | $10,901 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $487,730 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $347,793 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $347,805 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $347,805 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Donald Reynolds | |||||||
| 1 | 5804 Edwards Ranch Road | Fort Worth | TX | 76109 | $2,340,000 | Yes (X) | |
| Walter Reynolds | |||||||
| 2 | 5804 Edwards Ranch Road | Fort Worth | TX | 76109 | $2,340,000 | Yes (X) | |
| Scott George | |||||||
| 3 | PO Box 3138 | Fredericksburg | TX | 78624 | $5,000 | Yes (X) | |
| Benjamin Granley | |||||||
| 4 | 4800 W Prospect Ave | Appleton | WI | 54914 | $10,000 | Yes (X) | |
| CHARGEMcNaughton-McKay | |||||||
| 5 | 1357 E Lincoln Avenue | Madison Heights | MI | 48071 | $10,000 | Yes (X) | |
| Don Slominski | |||||||
| 6 | 1357 E Lincoln Avenue | Madison Heights | MI | 48071 | $10,000 | Yes (X) | |
| Patti Mehaffey | |||||||
| 7 | 2702 Cedar Lake | Richmond | TX | 77406 | $5,000 | Yes (X) | |
| Rebecca and Jon Brumley | |||||||
| 8 | 777 Main St Suite 3400 | Fort Worth | TX | 76102 | $10,000 | Yes (X) | |
| Donald Reynolds | |||||||
| 9 | 5804 Edwards Ranch Road | Fort Worth | TX | 76109 | $2,595,307 | Yes (X) | |
| Walter Reynolds | |||||||
| 10 | 5804 Edwards Ranch Road | Fort Worth | TX | 76109 | $2,607,819 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 9 | 33,037 shs Upland Software Inc | $745,315 | 2017-12-22 |
| 9 | 5,747 shs Vanguard Small Cap Growth ETF | $924,405 | 2017-12-29 |
| 9 | 7,247 shs Vanguard Mid Cap Growth ETF | $925,587 | 2017-12-29 |
| 10 | 33,037 shs Upland Software Inc. | $745,315 | 2017-12-22 |
| 10 | 34,037 shs Vanguard FTSE AllWrld ex-US | $1,862,504 | 2017-12-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $3,646 | Amt |
| Net Investment Income | $1,823 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,823 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DELETE | PropertyDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Merrill Lynch | AT COST | $10,579,270 | $13,775,577 |
| EXCESS FMV AT CONTRIBUTION | FMV | $2,274,060 | |
| KARED | AT COST | $899,719 | $898,806 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $463 | LegalFeesAmt |
| Net Investment Income | $232 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $231 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | KARED RECEIVABLES | Desc |
| EOY Book Value | $34,110 | EOYBookValueAmt |
| EOYFMV | $34,110 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $150 | $150 | |
| PORTFOLIO DEDUCTIONS | $11,218 | $11,218 | |
| Website design | $348 | $174 | $174 |
| Supplies | $138 | $69 | $69 |
| Postage | $20 | $10 | $10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Expense | $21,559 | $21,559 | $0 |
| MEMBERSHIPS AND DUES | $4,990 | $2,495 | $2,495 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise taxes | CategoryTxt |
| Amt | $7,820 | Amt |
Comments