BETA

BULL FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BULL FOUNDATION (EIN 27-1494865)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201833199349104318
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-15T16:55:41-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453751241PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROY M GONZALEZ CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1632 EAST KING AVENUEAddressLine1Txt
CityKINGSVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP78363ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271494865EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BULL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBULLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 228AddressLine1Txt
CitySARITACityNm
State AbbreviationTXStateAbbreviationCd
ZIP783850228ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBURT BULLPersonNm
Person TitleBURT BULLPersonTitleTxt
Phone3615925161PhoneNum
Signature2018-04-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROY M GONZALEZPreparerPersonNm
PTINP00275838PTIN
Phone3615925161PhoneNum
Preparation2018-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.216.216.241IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm16:56:49IPTm
Federal Original Submission Id7030582018319ovlex5tFederalOriginalSubmissionId
Federal Original Submission Id2018-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7302FC0DD01E3477380D0048C99D420F568189A7AtSubmissionCreationDeviceId
At Submission Filing Device Id7302FC0DD01E3477380D0048C99D420F568189A7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,858,247FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$62,941DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$68,259NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,061,717GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$68,259CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$131,200TotalRevAndExpnssAmt
Total Net Invst Incm$68,259TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$950AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$2,721TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,671TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$0TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,671TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$131,200ExcessRevenueOverExpensesAmt
Net Investment Income$68,259NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,300CashBOYAmt
Cash EOY$505,034CashEOYAmt
Cash EOYFMV$50,534CashEOYFMVAmt
Corporate Stock BOY$1,162,215CorporateStockBOYAmt
Corporate Stock EOY$1,155,025CorporateStockEOYAmt
Corporate Stock EOYFMV$1,155,025CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,295,486CorporateBondsBOYAmt
Corporate Bonds EOY$1,652,688CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,652,688CorporateBondsEOYFMVAmt
Total Assets BOY$2,510,001TotalAssetsBOYAmt
Total Assets EOY$3,312,747TotalAssetsEOYAmt
Total Assets EOYFMV$2,858,247TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,858,247CapitalStockBOYAmt
Capital Stock EOY$2,858,247CapitalStockEOYAmt
Retained Earning BOY-$348,246RetainedEarningBOYAmt
Retained Earning EOY$454,500RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,510,001TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,312,747TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,510,001TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,312,747TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,510,001TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$131,200ExcessRevenueOverExpensesAmt
Other Increases$671,546OtherIncreasesAmt
Subtotal$3,312,747SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,312,747TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
EDWARD JONES CAPITAL GAINS DISTRIBUP2017-01-012017-12-31$18,168$18,168$18,168
EDWARD JONES SHORT TERMP2017-01-012017-12-31$530,399-$20,350-$20,350$550,749
EDWARD JONES LONG TERMP2017-01-012017-12-31$513,150$70,441$70,441$442,709
FieldValueIRS element (for citing)
Capital Gain Net Income$68,259CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,182NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,365InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,365SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,365TaxBasedOnInvestmentIncomeAmt
Tax Due$1,365TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksBURT BULLIndividualWithBooksNm
Phone3616750229PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 228AddressLine1Txt
CitySARITACityNm
State AbbreviationTXStateAbbreviationCd
ZIP78385ZIPCd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BURT BULL
P O BOX 228SARITATX78385DIRECTOR2.00$0$0$0
LINDA BULL
PO BOX 228SARITATX78385DIRECTOR2.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1KLEBERG-KENEDY LIVESTOCK SHOWDescription1Txt
Expenses1$73,575Expenses1Amt
Description2BRUSH COUNTY CASADescription2Txt
Expenses2$2,000Expenses2Amt
Description3KLEBERG COUNTY PREGNANCY RESOURCE CENTERDescription3Txt
Expenses3$10,000Expenses3Amt
Description4SOUTH TEXAS CHARITY QUAILDescription4Txt
Expenses4$14,850Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1HALO FLIGHT CORPUS CHRISTIDescription1Txt
Expenses1$7,500Expenses1Amt
Description2RIVIERA ISDDescription2Txt
Expenses2$665Expenses2Amt
All Other Program Rltd Invst Tot$26,100AllOtherProgramRltdInvstTotAmt
Total$34,265TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,671ExpensesAndContributionsAmt
Program Related Invst Total$34,265ProgramRelatedInvstTotalAmt
Qualifying Distributions$37,936QualifyingDistributionsAmt
Adjusted Qualifying Distri$37,936AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$37,936QualifyingDistributionsAmt
Remaining Distri From Corpus$37,936RemainingDistriFromCorpusAmt
Total Corpus$37,936TotalCorpusAmt
Excess Distri Cyov To Next Yr$37,936ExcessDistriCyovToNextYrAmt
Excess From Current Year$37,936ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOUTH TEXAS CHARITY QUAIL HUNT
MSC 218 700 UNIVERSITY BLVDKINGSVILLETX78363NONECHARITABLE$14,850
CHURCH OF THE EPIPHIANY
206 N 3RD STREETKINGSVILLETX78363NONECHARITABLE$1,100
KLEBERG-KENEDY SOIL AND WATER CONSE
401 E KING ST STE 100KINGSVILLETX78363NONEEDUCATIONAL$2,500
KLEBERG-KENEDY LIVESTOCK SHOW
PO BOX 648KINGSVILLETX78363NONEEDUCATIONAL CHARITABLE$73,575
RIVERA ISD
203 SEAHAWK DRIVERIVIERATX78379NONEEDUCATIONAL CHARTIABLE$665
NAVY LEAGUE KINGSVILLE COUNCIL
P O BOX 1740KINGSVILLETX78364NONECHARITABLE$2,500
BOYS AND GIRLS CLUB OF KINGSVILLE
1238 EAST KENEDY AVENUEKINGSVILLETX78363NONEEDUCATIONAL$5,000
HALO FLIGHT CORPUS CHRISTI
315 PINSON DRIVECORPUS CHRISTITX78415NONENONPROFIT AIR AMBULANCE$7,500
WOUNDED WARRIOR
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONECHARITABLE$1,500
BRUSH COUNTY CASA
635 EAST KING STE 110KINGSVILLETX78363NONEEDUCATIONAL$2,000
KLEBERG COUNTY PREGNANCY RESOU
P O BOX 281KINGSVILLETX78363NONECHARITABLEEDUCATIONAL$10,000
DREAM COME TRUE
PO BOX 21167LEHIGH VALLEYPA18002NONECHARITIBLE$3,000
FUNERARIA DEL ANGEL
CEMETARY ROADRIVIERATX78379NONECHARITABLE$1,000
TEXAS A M FOUNDATION KINGSVILLE
700 UNIVERSITY BLVD MSC 202KINGSVILLETX78363NONEEDUCATIONAL$5,000
PREMONT YOUTH ASSOCIATION
101 MAIN STREETPREMONTTX78375NONECHARITABLE EDUCATIONAL$3,500
TEXAS COWBOY HALL OF FAME
2515 RODEO PLAZAFORT WORTHTX76103NONEEDUCATIONAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$134,690TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$0Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$950DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescVARIOUSDesc
Amt$26,100Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondEDWARD JONES...STOCKSBondNm
EOY Book Value$1,652,688EOYBookValueAmt
EOYFMV$1,652,688EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEDWARD JONESMUTUAL FUNDSStockNm
EOY Book Value$1,155,025EOYBookValueAmt
EOYFMV$1,155,025EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCORRECTIONDesc
Amt$671,546Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$0Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,721DisbursementsCharitablePrpsAmt

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