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THE NICHOLAS MARTIN JR FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE NICHOLAS MARTIN JR FAMILY FOUNDATION (EIN 38-3352952)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-29
IRS object ID
201833029349100213
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-10-29T11:07:32-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752947680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1The Walton Group LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16100 Southwest Blvd 400AddressLine1Txt
CityFort WorthCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383352952EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NICHOLAS MARTIN JR FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNICHBusinessNameControlTxt
Phone8173774344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16100 SOUTHWEST BLVD No 501AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHOLAS MARTIN JRPersonNm
Person TitleOFFICERPersonTitleTxt
Phone8173774344PhoneNum
Signature2018-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMark L WaltonPreparerPersonNm
PTINP00194495PTIN
Phone8177311155PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.106.221.30IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-29IPDt
IP Tm11:05:18IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF800E3C7E8898175B07920EF36542CEAB9BB5F0EAtSubmissionCreationDeviceId
At Submission Filing Device IdD35B42B86EE4C2267D3CFAF54CA5785FCBC7A046AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,640,400FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$27,274,944ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$23,867InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,042InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$258,689DividendsRevAndExpnssAmt
Dividends Net Invst Incm$258,653DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$108,352NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,658,856GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$108,352CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$27,665,852TotalRevAndExpnssAmt
Total Net Invst Incm$376,047TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$764LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$764LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$575AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$575AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,097TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,097TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$60,792OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$47,521OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$13,271OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$68,228TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$53,618TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,610TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$68,228TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$53,618TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,610TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,597,624ExcessRevenueOverExpensesAmt
Net Investment Income$322,429NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$924,415CashEOYAmt
Cash EOYFMV$924,415CashEOYFMVAmt
Sav And Temp Cash Invst BOY$15,817SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,259SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$29,259SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$17,963,954CorporateStockEOYAmt
Corporate Stock EOYFMV$20,030,427CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$7,492,010CorporateBondsEOYAmt
Corporate Bonds EOYFMV$7,455,171CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$1,203,803OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,201,128OtherInvestmentsEOYFMVAmt
Total Assets BOY$15,817TotalAssetsBOYAmt
Total Assets EOY$27,613,441TotalAssetsEOYAmt
Total Assets EOYFMV$29,640,400TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$15,817UnrestrictedBOYAmt
Unrestricted EOY$27,613,441UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$15,817TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,613,441TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,817TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,613,441TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,817TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,597,624ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$27,613,441SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,613,441TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHERN TRUST #8595D2017-01-012017-12-31$682,045$696,633-$14,588-$14,588
NORTHERN TRUST #8595D2014-04-252017-12-31$2,956,905$2,853,871$103,034$103,034
Capital Gains DividendsP$19,906$19,906$19,906
FieldValueIRS element (for citing)
Capital Gain Net Income$108,352CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$616AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,881NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038788DistributionYr1Rt
Adjusted Qlfy Distri Yr2$721AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,535NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043604DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,830AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$18,772NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.204027DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,273AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$21,772NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.104400DistributionYr4Rt
Adjusted Qlfy Distri Yr5$124AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$23,290NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.005324DistributionYr5Rt
Total Distribution0.396143TotalDistributionRt
Average Distribution0.079229AverageDistributionRt
Net Vl Noncharitable Assets$17,490,543NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,385,758AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,224NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,388,982AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,610QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,449InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,449SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,449TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$8,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,000TotalPaymentsAndCreditsAmt
Es Penalty$201EsPenaltyAmt
Overpayment$1,350OverpaymentAmt
Applied To ES Tax$1,350AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CYNTHIA ADAMSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8173774344PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16100 SOUTHWEST BLVD SUITE 501AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CYNTHIA M ADAMS
6100 SOUTHWEST BLVD SUITE 500FORT WORTHTX76109OFFICER0.25$0$0$0
CHRISTINE E KRAATZ
6100 SOUTHWEST BLVD SUITE 500FORT WORTHTX76109OFFICER0.25$0$0$0
KIRK N MARTIN
6100 SOUTHWEST BLVD SUITE 500FORT WORTHTX76109OFFICER0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,252,251AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,504,645AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,756,896TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,756,896AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$266,353CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,490,543NetVlNoncharitableAssetsAmt
Minimum Investment Return$874,527MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$874,527MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,449TaxBasedOnInvestmentIncomeAmt
Total Tax$6,449TotalTaxAmt
Distributable Before Adj$868,078DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$868,078DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$868,078DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,610ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,610QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,610AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$868,078DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$900ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,891ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$3,791TotalExcessDistributionCyovAmt
Qualifying Distributions$14,610QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$14,610AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,791ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,791ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$849,677UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,867ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$258,689ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$108,352ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$390,908ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$390,908TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
NICHOLAS MARTIN JR FAMILY LLC CRAT
16100 SOUTHWEST BLVD 501FORT WORTHTX76109$27,260,151Yes (X)
MARTIN 2012 GC IRREVOCABLE TRUST
26100 SOUTHWEST BLVD 501FORT WORTHTX76109$14,793Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$575Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$575DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondNORTHERN TRUSTBondNm
EOY Book Value$7,492,010EOYBookValueAmt
EOYFMV$7,455,171EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNORTHERN TRUSTStockNm
EOY Book Value$17,963,954EOYBookValueAmt
EOYFMV$20,030,427EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NORTHERN TRUSTFMV$250,798$254,139
NORTHERN TRUSTFMV$953,005$946,989

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$764LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$764DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAX ASSESSMENTS$20$0$20
INVESTMENT EXPENSES$47,521$47,521$0
OTHER EXPENSES$13,251$0$13,251

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
NICHOLAS MARTIN JR FAMILY LLC CRAT
6100 SOUTHWEST BLVD 501FORT WORTHTX76109
MARTIN 2012 GC IRREVOCALBE TRUST
6100 SOUTHWEST BLVD 501FORT WORTHTX76109

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$6,097Amt
Net Investment Income$6,097NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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