ARDON AND IRIS MOORE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ARDON AND IRIS MOORE FOUNDATION (EIN 20-8090599)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-10-15
- IRS object ID
- 201812889349100926
- Schema version
- 2016v3.1
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-15T21:59:47-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455478868 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON & WOLPERT CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LEXINGTON ST STE 150 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761022744 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208090599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARDON AND IRIS MOORE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARDO | BusinessNameControlTxt |
| Phone | 8173382026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET SUITE 3200 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARDON MOORE | PersonNm |
| Person Title | PRES/TREASURER | PersonTitleTxt |
| Phone | 8173382026 | PhoneNum |
| Signature | 2018-10-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A WILSON CPA | PreparerPersonNm |
| PTIN | P00295916 | PTIN |
| Phone | 8173328700 | PhoneNum |
| Preparation | 2018-10-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 3FA6B1F2686BB45C3826A88A5968E42EF562B40E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C4E61175DBA6A5AC5DC80957DAB672890487ADC7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,310,601 | 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 | $394,441 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,825 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,825 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,478 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,478 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $824,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,383 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $569,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,686 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,110 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $277 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $277 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $322,775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $322,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $325,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $277 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $322,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $243,965 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,409 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,007,312 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,609,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,609,949 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,495,114 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,136,442 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,257,525 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,593,326 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,593,326 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,443,127 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,095,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,339,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,310,601 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,095,752 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,339,717 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,095,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,339,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,095,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,339,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,095,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $243,965 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,339,717 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,339,717 | 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 |
|---|---|---|---|---|---|---|---|
| LEGACYTEXAS FINANCIAL GROUP | D | 2016-11-21 | 2016-12-19 | $810,733 | $758,656 | $52,077 | $52,077 |
| REYNOLDS AMERICAN INC | P | 2012-12-20 | 2017-07-25 | $13,660 | $11,354 | $2,306 | $2,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,383 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $52,077 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $210,337 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,168,254 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029343 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $182,730 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,435,445 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028394 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $609,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,810,490 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089516 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $381,080 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,367,522 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059847 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $415,288 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,476,447 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064123 | DistributionYr5Rt |
| Total Distribution | 0.271223 | TotalDistributionRt |
| Average Distribution | 0.054245 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,935,091 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $430,439 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,744 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $432,183 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $322,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,488 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,488 | SubtotalAmt |
| Tax Based On Investment Income | $3,488 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,573 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,573 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $58 | EsPenaltyAmt |
| Overpayment | $3,027 | OverpaymentAmt |
| Applied To ES Tax | $3,027 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK A WILSON CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8173328700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LEXINGTON ST SUITE 150 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ARDON MOORE | ||||||||
| 201 MAIN ST STE 3200 | FORT WORTH | TX | 76102 | PRES/TREASUR | 000.00 | $0 | $0 | $0 |
| IRIS MOORE | ||||||||
| 201 MAIN ST STE 3200 | FORT WORTH | TX | 76102 | VP/SECRETARY | 000.00 | $0 | $0 | $0 |
| ARDON TUCKER MOORE | ||||||||
| 201 MAIN ST STE 3200 | FORT WORTH | TX | 76102 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,747,299 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,308,631 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,055,930 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,055,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,935,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $396,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $396,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,488 | TotalTaxAmt |
| Distributable Before Adj | $393,267 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $393,267 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $393,267 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $322,775 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $322,775 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $322,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $393,267 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $65,547 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $271,164 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $336,711 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $322,775 | QualifyingDistributionsAmt |
| Applied To Current Year | $322,775 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $70,492 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $70,492 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $266,219 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $266,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $266,219 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CORNERSTONE ASSISTANCE NETWORK | |||||||
| 3500 NOBLE AVENUE | FORT WORTH | TX | 76111 | NONE | PC | GENERAL PURPOSES | $1,775 |
| FORT WORTH ZOO | |||||||
| 1989 COLONIAL PARKWAY | FORT WORTH | TX | 76110 | NONE | PC | GENERAL PURPOSES | $250,000 |
| JUSTIN'S PLACE | |||||||
| 4255 BRYANT IRVIN RD STE | FORT WORTH | TX | 76109 | NONE | PC | GENERAL PURPOSES | $1,000 |
| PHI GAMMA DELTA EDUCATIONAL FND | |||||||
| PO BOX 4599 | LEXINGTON | KY | 40544 | NONE | PC | GENERAL PURPOSES | $24,000 |
| RIVERTREE ACADEMY | |||||||
| 5443 BONNELL AVENUE | FORT WORTH | TX | 76107 | NONE | PC | GENERAL PURPOSES | $5,000 |
| TARRANT AREA FOOD BANK | |||||||
| PO BOX 567 | FORT WORTH | TX | 76107 | NONE | PC | GENERAL PURPOSES | $1,000 |
| THE UNIVERSITY OF TEXAS | |||||||
| PO BOX 7726 | AUSTIN | TX | 78713 | NONE | PC | GENERAL PURPOSES | $28,500 |
| UNION GOSPEL MISSION OF TARRANT CO | |||||||
| 1331 E LANCASTER AVE | FORT WORTH | TX | 76102 | NONE | PC | GENERAL PURPOSES | $1,500 |
| UNT HEALTH SCIENCE CENTER | |||||||
| 3500 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | NONE | PC | GENERAL PURPOSES | $5,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DR | RESTON | VA | 20191 | NONE | PC | GENERAL PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $322,775 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,825 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,478 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,383 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $174,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,686 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ARDON IRIS MOORE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN ST STE 3200 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $394,441 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 46 SH BLACKHAWK NETWORK HLDGS | $1,741 | 2016-12-29 |
| 1 | 3,853 SH FIRST HORIZON NTNL CORP | $77,214 | 2016-12-29 |
| 1 | 7,650 SH NEWFIELD EXPLORATION CO | $315,486 | 2016-12-29 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY, 113 SHS | $10,589 | $27,475 |
| ABBOTT LABS, 161 SHS | $5,050 | $9,076 |
| ABBVIE INC, 161 SHS | $5,476 | $15,604 |
| AGCO CORP, 1530 SHS | $89,551 | $108,293 |
| ALTRIA GROUP INC, 6811 SHS | $220,658 | $461,990 |
| AMN ELEC POWER CO, 172 SHS | $7,499 | $13,352 |
| APPLE INC, 2000 SHS | $236,759 | $343,700 |
| AUTOMATIC DATA PROC, 181 SHS | $9,181 | $20,717 |
| BLACKHAWK NETWORK, 46 SHS | $1,741 | $1,691 |
| BRISTOL-MYERS SQUIBB CO, 230 SHS | $7,487 | $14,534 |
| BRITISH AMN TOBACO | $16,897 | $15,526 |
| BRUNSWICK CORP, 920 SHS | $64,304 | $50,922 |
| CARPENTER TECHNOLOGY, 1900 SHS | $117,686 | $93,917 |
| CARRIZO OIL & GAS, 1190 SHS | $79,344 | $23,003 |
| CENTURYLINK INC, 264 SHS | $10,464 | $3,852 |
| CLOROX CO, 139 SHS | $10,451 | $19,361 |
| COCA COLA CO, 286 SHS | $10,531 | $13,090 |
| CONSOLIDATED EDISON INC, 186 SHS | $10,485 | $16,561 |
| DUKE ENERGY CORP, 115 SHS | $7,428 | $10,256 |
| ELI LILLY & CO, 153 SHS | $7,524 | $12,950 |
| EMERSON ELECTRIC CO, 197 SHS | $10,454 | $12,770 |
| ENERGIZER HOLDINGS INC, 800 SHS | $49,261 | $36,744 |
| EDGEWELL PERSONAL CARE CO, 800 SHS | $37,027 | $46,392 |
| EXXON MOBIL CORP, 119 SHS | $10,509 | $9,912 |
| FIRST HORIZON NTNL CORP, 3853 SHS | $77,214 | $74,710 |
| FREEPORT-MCMORAN COPPER, 7800 SHS | $313,131 | $108,576 |
| HALYARD HEALTH INC, 15 SHS | $424 | $728 |
| KIMBERLY CLARK, 123 SHS | $10,021 | $14,730 |
| LEGACYTEXAS FINL GROUP, 19398 SHS | ||
| LOWE'S COMPANIES INC, 69 SHS | $2,433 | $5,753 |
| MCDONALD'S CORP, 117 SHS | $10,486 | $20,120 |
| MERCK AND CO INC, 171 SHS | $7,289 | $9,451 |
| NEW MOUNTAIN FINANCE, 17567 SHS | $260,659 | $248,573 |
| NEWFIELD EXPLORATION, 7650 SHS | $315,486 | $236,615 |
| PEPSICO INC, 150 SHS | $10,473 | $17,478 |
| PFIZER INC, 295 SHS | $7,477 | $10,697 |
| PG&E CORP, 180 SHS | $7,500 | $9,763 |
| PHILIP MORRIS INTL, 88 SHS | $7,458 | $9,042 |
| PROCTER & GAMBLE CO, 151 SHS | $10,532 | $13,588 |
| REYNOLDS AMERICAN INC, 464 SHS | ||
| SOUTHERN COMPANY, 173 SHS | $7,509 | $8,858 |
| SYNOVUS FINANCIAL CORP, 3499 SHS | $31,047 | $62,038 |
| TARGET CORP, 171 SHS | $10,403 | $10,242 |
| WALMART STORES INC, 153 SHS | $10,544 | $14,875 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALPS ALERIAN MLP ETF, 12453 SHS | AT COST | $196,333 | $129,138 |
| BLACKSTONE/GSO SEC TR, 856 UNITS | AT COST | $1,000,000 | $1,176,276 |
| ISHARES CORE US BOND, 7200 SHS | AT COST | $794,837 | $785,376 |
| ISHARES MSCI AUSTRALIA, 1950 SHS | AT COST | $250,373 | $216,315 |
| ISHARES MSCI EMERGING, 4700 SHS | AT COST | $199,221 | $216,670 |
| ISHARES SILVER TRUST, 2655 SHS | AT COST | $49,791 | $41,179 |
| MARKET VECTORS ETF, 1650 SHS | AT COST | $49,784 | $52,223 |
| MARKET VECTORS GOLD ETF, 20525 SHS | AT COST | $583,817 | $461,197 |
| SPIDER GOLD TRUST ETF, 3012 SHS | AT COST | $469,170 | $364,753 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ACCOUNT FEES | $277 | $277 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,110 | Amt |
Comments